Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | SVP and Chief Risk Officer | January 22, 2026 | January 26, 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 January 22, 2026 · Filed January 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 436 |
Reported balance
After 2026-01-22 transaction · row 1
1 source rowRow 1 · 2026-01-22 · Grant · Acquired 436 · Balance 436 F1: Shares are 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. |
| Common StockSEC Table I · non-derivative | Indirectby ESPP | 12 |
Reported balance
Holding disclosure · report date 2026-01-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12 F2: Includes 11 shares purchased by reporting person during 2025 in the Company's Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are 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: Includes 11 shares purchased by reporting person during 2025 in the Company's Employee Stock Purchase Plan.
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 22, 2026 Filed Jan 26, 2026 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 436 | $152.21 | $66,363.56 |
DisclosureSEC source: 0001696846-26-000002 · wk-form4_1769461579.xml · nonDerivative · entry 1 LENTINO JAMES V · CIK 0001696846 · SVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436 F1 · shares: Shares are 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. Read SEC document |
| November 04, 2025 Filed Nov 21, 2025 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001696846-25-000004 · wk-form4_1763759296.xml · nonDerivative · entry 2 LENTINO JAMES V · CIK 0001696846 · SVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by ESPP Disclosed balance after: 1 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.