Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | EVP, CHIEF LEGAL OFC, AND SEC | February 25, 2026 | February 27, 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 February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,967 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Tax withholding · Disposed 1,916 · Balance 14,967 |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 3 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3 |
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 |
|---|---|---|---|---|---|---|
| February 25, 2026 Filed Feb 27, 2026 21:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 1,916 | $149.83 | $287,074.28 |
DisclosureSEC source: 0001567078-26-000012 · wk-form4_1772226560.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,967 Read SEC document |
| February 04, 2026 Filed Feb 23, 2026 21:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567078-26-000010 · wk-form4_1771880711.xml · nonDerivative · entry 2 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,883 Read SEC document |
| February 04, 2026 Filed Feb 23, 2026 21:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 5,000 | $159.61 | $798,050.00 |
DisclosureSEC source: 0001567078-26-000010 · wk-form4_1771880711.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,883 Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,066 | $146.37 | $302,400.42 |
DisclosureSEC source: 0001567078-26-000007 · wk-form4_1769807304.xml · nonDerivative · entry 2 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,883 Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,934 | $146.39 | $429,508.26 |
DisclosureSEC source: 0001567078-26-000007 · wk-form4_1769807304.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,949 Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 21:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 930 | $146.20 | $135,966.00 |
DisclosureSEC source: 0001567078-26-000004 · wk-form4_1769634692.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,883 Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 6,237 | $152.21 | $949,333.77 |
DisclosureSEC source: 0001567078-26-000002 · wk-form4_1769461596.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,813 F1 · shares: Includes 1,542 Restricted Stock Units awarded under the Company's 2025 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vest on the third anniversary of the date of grant. F2 · shares: Includes 4,695 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 1,561 | $123.48 | $192,752.28 |
DisclosureSEC source: 0001015328-25-000085 · wk-form4_1740776927.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, CHIEF LEGAL OFC, AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,576 Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 21:15 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,032 | $131.31 | $266,821.92 |
DisclosureSEC source: 0001015328-25-000059 · wk-form4_1738185316.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,137 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $130.67 to $132.36, inclusive. The reporting person undertakes to provide to the SEC, the issuer and any security holder full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 6,293 | $133.62 | $840,870.66 |
DisclosureSEC source: 0001015328-25-000042 · wk-form4_1738011959.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,169 F1 · shares: Includes 1,721 Restricted Stock Units awarded under the Company's 2022 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vest on the third anniversary of the date of grant. F2 · shares: Includes 4,572 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 4,548 | $96.17 | $437,381.16 |
DisclosureSEC source: 0001015328-24-000097 · wk-form4_1709327262.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,876 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-24-000082 · wk-form4_1709158568.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,424 F1 · shares: Gift by Reporting Person to a public charity organized under Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 23:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 660 | $98.99 | $65,333.40 |
DisclosureSEC source: 0001015328-24-000065 · wk-form4_1706742409.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,424 F1 · price: Pursuant to the Company's 2015 Stock Incentive Plan, the fair market value for tax purposes is the average of the highest and lowest quoted selling price on the next preceding business date prior to the transaction. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:57 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 6,803 | $98.92 | $672,952.76 |
DisclosureSEC source: 0001015328-24-000043 · wk-form4_1706569070.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,084 F1 · shares: Includes 2,255 Restricted Stock Units awarded under the Company's 2022 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vest on the third anniversary of the date of grant. F2 · shares: Includes 4,548 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:38 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 807 | $90.85 | $73,315.95 |
DisclosureSEC source: 0001015328-23-000079 · wf-form4_167822505656415.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,281 Read SEC document |
| January 26, 2023 Filed Jan 31, 2023 00:56 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 5,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-23-000056 · wf-form4_167512657901460.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,088 F1 · shares: Includes 2,966 Restricted Stock Units awarded under the Company's 2022 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vest on the third anniversary of the date of grant. F2 · shares: Includes 2,751 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-22-000048 · wf-form4_164366360279362.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,341 F1 · shares: Restricted stock units awarded under the Company's 2015 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vests on the third anniversary of the date of grant. Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:58 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,261 | $0.00 Strike: $40.87 | $0.00 |
DisclosureSEC source: 0001015328-21-000067 · wf-form4_161524067509430.xml · derivative · entry 4 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,261 shares Expires 2023-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:58 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 7,261 | $80.90 | $587,414.90 |
DisclosureSEC source: 0001015328-21-000067 · wf-form4_161524067509430.xml · nonDerivative · entry 2 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,308 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $80.72 to $81.00, inclusive. The reporting person undertakes to provide to the SEC, the issuer and any security holder full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:58 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 7,261 | $40.87 | $296,757.07 |
DisclosureSEC source: 0001015328-21-000067 · wf-form4_161524067509430.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,569 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-21-000049 · wf-form4_161221365820816.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,308 F1 · shares: Restricted stock units awarded under the Company's 2015 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Company common stock and vests on the third anniversary of the date of grant. F2 · balance_after: Includes 267 shares previously purchased by the Reporting Person through the Company's ESPP Plan, which were reported as shares purchased under the ESPP Plan but which now are held in the brokerage account of the Reporting Person. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:25 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 699 | $53.73 | $37,557.27 |
DisclosureSEC source: 0001015328-20-000078 · wf-form4_158335713185078.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,020 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:18 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-20-000056 · wf-form4_158015987424641.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,719 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:56 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 591 | $73.90 | $43,674.90 |
DisclosureSEC source: 0001015328-19-000065 · wf-form4_155190938631663.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,335 Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 21:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-19-000046 · wf-form4_154871046376247.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,926 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 20:18 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 977 | $75.32 | $73,587.64 |
DisclosureSEC source: 0001015328-18-000208 · wf-form4_154101710099668.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,909 Read SEC document |
| October 29, 2017 Filed Oct 31, 2017 20:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 1,077 | $80.73 | $86,946.21 |
DisclosureSEC source: 0001015328-17-000215 · wf-form4_150948070188203.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,886 Read SEC document |
| October 29, 2016 Filed Oct 31, 2016 20:40 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 1,037 | $53.87 | $55,863.19 |
DisclosureSEC source: 0001015328-16-000420 · wf-form4_147794642684513.xml · nonDerivative · entry 1 Boege Kathleen M · CIK 0001567078 · EVP, GENERAL COUNSEL AND SEC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,963 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.