Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CANTALOUPE, INC.USAT · Entity 45433 | Director | October 16, 2019 | November 22, 2019 |
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.
CANTALOUPE, INC.
Report date October 16, 2019 · Filed November 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,216 |
Reported balance
After 2019-10-16 transaction · row 1
1 source rowRow 1 · 2019-10-16 · Grant · Acquired 13,216 · Balance 13,216 F1: The shares were to vest as follows: 6,608 shares on 10/16/19 and 6,608 shares on 10/16/20. On November 22, 2019, the vesting schedule was revised so that the shares vest as follows: 4,405 shares on 10/16/19 and 8,811 shares on 10/16/20. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were to vest as follows: 6,608 shares on 10/16/19 and 6,608 shares on 10/16/20. On November 22, 2019, the vesting schedule was revised so that the shares vest as follows: 4,405 shares on 10/16/19 and 8,811 shares on 10/16/20.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Evanston Multi-Alpha Fund
Report date May 06, 2024 · Filed May 06, 2024
Section 16 reporting ended · disclosed 2024-05-06. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
WINTRUST FINANCIAL CORP
Report date June 30, 2021 · Filed July 02, 2021
Section 16 reporting ended · disclosed 2021-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,177 |
Reported balance
After 2021-06-30 transaction · row 1
1 source rowRow 1 · 2021-06-30 · Grant · Acquired 82 · Balance 19,177 F1: Shares earned for the second quarter of 2021 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 second quarter of 2021 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 |
|---|---|---|---|---|---|---|
| June 30, 2021 Filed Jul 2, 2021 20:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 82 | $75.80 | $6,215.60 |
DisclosureSEC source: 0001015328-21-000138 · wf-form4_162525657792806.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,177 F1 · shares: Shares earned for the second quarter of 2021 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 5,010 | $77.40 | $387,774.00 |
DisclosureSEC source: 0001015328-21-000106 · wf-form4_162024520987399.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,095 Read SEC document |
| March 31, 2021 Filed Mar 31, 2021 20:12 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 121 | $61.09 | $7,391.89 |
DisclosureSEC source: 0001015328-21-000080 · wf-form4_161722154693425.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,105 F1 · shares: Shares earned for the first quarter of 2021 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:18 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 449 | $40.05 | $17,982.45 |
DisclosureSEC source: 0001015328-21-000020 · wf-form4_160988152222409.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,984 F1 · shares: Shares earned for the fourth quarter of 2020 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 21:12 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 409 | $43.62 | $17,840.58 |
DisclosureSEC source: 0001015328-20-000186 · wf-form4_160158672294108.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,535 F1 · shares: Shares earned for the third quarter of 2020 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 21:25 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 602 | $32.86 | $19,781.72 |
DisclosureSEC source: 0001015328-20-000154 · wf-form4_159372509685784.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,126 F1 · shares: Shares earned for the second quarter of 2020 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 31, 2020 Filed Mar 31, 2020 20:23 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 293 | $70.90 | $20,773.70 |
DisclosureSEC source: 0001015328-20-000103 · wf-form4_158568619230387.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,524 F1 · shares: Shares earned for the first quarter of 2020 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 00:00 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 319 | $64.63 | $20,616.97 |
DisclosureSEC source: 0001015328-20-000015 · wf-form4_157800961241091.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,231 F1 · shares: Shares earned for the fourth quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| October 16, 2019 Filed Nov 22, 2019 21:46 UTC | CANTALOUPE, INC. USAT · Entity 45433 | GrantCommon Stock | 13,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022100 · doc1.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,216 F1 · shares: The shares were to vest as follows: 6,608 shares on 10/16/19 and 6,608 shares on 10/16/20. On November 22, 2019, the vesting schedule was revised so that the shares vest as follows: 4,405 shares on 10/16/19 and 8,811 shares on 10/16/20. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 21:03 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 280 | $73.16 | $20,484.80 |
DisclosureSEC source: 0001015328-19-000166 · wf-form4_156996377193832.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,912 F1 · shares: Shares earned for the third quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 20:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 303 | $67.33 | $20,400.99 |
DisclosureSEC source: 0001015328-19-000136 · wf-form4_156209881463275.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,632 F1 · shares: Shares earned for the second quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 20:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 306 | $66.49 | $20,345.94 |
DisclosureSEC source: 0001015328-19-000085 · wf-form4_155423616082820.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,329 F1 · shares: Shares earned for the first quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:26 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 173 | $84.94 | $14,694.62 |
DisclosureSEC source: 0001015328-19-000018 · wf-form4_154655079844220.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,023 F1 · shares: Shares earned for the fourth quarter of 2018 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 20:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 169 | $87.05 | $14,711.45 |
DisclosureSEC source: 0001015328-18-000185 · wf-form4_153842494358915.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,850 F1 · shares: Shares earned for the third quarter of 2018 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 171 | $86.05 | $14,714.55 |
DisclosureSEC source: 0001015328-18-000145 · wf-form4_153064925837723.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,681 F1 · shares: Shares earned for the second quarter of 2018 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 178 | $82.37 | $14,661.86 |
DisclosureSEC source: 0001015328-18-000095 · wf-form4_152278962217277.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,510 F1 · shares: Shares earned for the first quarter of 2018 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:34 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 181 | $78.31 | $14,174.11 |
DisclosureSEC source: 0001015328-18-000019 · wf-form4_151501521335610.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,332 F1 · shares: Shares earned for the fourth quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:54 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-17-000217 · wf-form4_151001603991494.xml · nonDerivative · entry 2 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,151 Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:54 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 1,405 | $80.63 | $113,285.15 |
DisclosureSEC source: 0001015328-17-000217 · wf-form4_151001603991494.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,746 F1 · price: The price reported is the weighted average price. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 20:42 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 185 | $76.44 | $14,141.40 |
DisclosureSEC source: 0001015328-17-000185 · wf-form4_150697694300109.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,151 F1 · shares: Shares earned for the third quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 20:04 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 198 | $69.12 | $13,685.76 |
DisclosureSEC source: 0001015328-17-000144 · wf-form4_149911225405024.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,966 F1 · shares: Shares earned for the second quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 186 | $72.57 | $13,498.02 |
DisclosureSEC source: 0001015328-17-000100 · wf-form4_149125062661358.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,768 F1 · shares: Shares earned for the first quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 239 | $55.57 | $13,281.23 |
DisclosureSEC source: 0001015328-17-000015 · wf-form4_148356462888008.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,582 F1 · shares: Shares earned for the fourth quarter of 2016 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 22:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 260 | $51.00 | $13,260.00 |
DisclosureSEC source: 0001015328-16-000404 · wf-form4_147553234653656.xml · nonDerivative · entry 1 STAFFORD INGRID S · CIK 0001244287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,343 F1 · shares: Shares earned for the third quarter of 2016 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. 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.