Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | Director | March 31, 2026 | April 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WINTRUST FINANCIAL CORP
Report date March 31, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,944 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 466 · Balance 18,944 F1: Shares earned for the first quarter of 2026 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned for the first quarter of 2026 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 06, 2017 Filed Jan 3, 2018 21:42 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseCommon Stock | 24 | $71.99 | $1,727.76 |
DisclosureSEC source: 0001015328-18-000020 · wf-form4_151501572068127.xml · nonDerivative · entry 1 DOYLE WILLIAM J · CIK 0001697836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 F1 · shares: Reporting Person recently was advised of purchases of Issuer's common stock made through an externally management brokerage account during 2017 (131 shares in total). All such purchases were directed and entered into by the account manager; Reporting Person did not have any discretion over investment decisions relating to the account. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.