Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | VICE CHAIR, WINTRUST FINANCIAL | 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 | 15,729 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Tax withholding · Disposed 356 · Balance 15,729 |
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 | 356 | $149.83 | $53,339.48 |
DisclosureSEC source: 0001988753-26-000008 · wk-form4_1772226574.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · VICE CHAIR, WINTRUST FINANCIAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,729 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:34 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 558 | $147.42 | $82,260.36 |
DisclosureSEC source: 0001988753-26-000006 · wk-form4_1770158063.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · VICE CHAIR, WINTRUST FINANCIAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,085 Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 21:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 215 | $146.20 | $31,433.00 |
DisclosureSEC source: 0001988753-26-000004 · wk-form4_1769634698.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · VICE CHAIR, WINTRUST FINANCIAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,643 Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,680 | $152.21 | $407,922.80 |
DisclosureSEC source: 0001988753-26-000002 · wk-form4_1769461573.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · VICE CHAIR, WINTRUST FINANCIAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,858 F1 · shares: Includes 1,468 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 1,212 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 21:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 1,548 | $124.10 | $192,106.80 |
DisclosureSEC source: 0001015328-25-000089 · wk-form4_1740776973.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,178 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $123.60 to $124.52, 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 27, 2025 Filed Jan 29, 2025 21:15 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 186 | $131.46 | $24,451.56 |
DisclosureSEC source: 0001015328-25-000061 · wk-form4_1738185342.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,726 F1 · price: Pursuant to the Company's 2015 Stock Incentive Plan, the fair market value is the average of the highest and lowest quoted selling price on the date of the actual transaction. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,406 | $133.62 | $321,489.72 |
DisclosureSEC source: 0001015328-25-000046 · wk-form4_1738012006.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,912 F1 · shares: Includes 858 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 1,548 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 | 2,364 | $96.83 | $228,906.12 |
DisclosureSEC source: 0001015328-24-000098 · wk-form4_1709327284.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,506 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 23:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 364 | $98.99 | $36,032.36 |
DisclosureSEC source: 0001015328-24-000071 · wk-form4_1706742491.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,870 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 dated prior to the transaction. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:56 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 3,496 | $98.92 | $345,824.32 |
DisclosureSEC source: 0001015328-24-000038 · wk-form4_1706568997.xml · nonDerivative · entry 1 Lee David Eric · CIK 0001988753 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,234 F1 · shares: Includes 1,132 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 2,364 shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. 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.