| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| WINTRUST FINANCIAL CORP | Director | Common Stock | 3,091 | $409,372 | $132.44 | 31 Dec 2025 | Direct |
| ENVESTNET, INC. | Director | Common Stock | 0 | $0 | $63.15 | 25 Nov 2024 | Direct |
| ENVESTNET, INC. | Director | Stock Option (right to buy) | 0 | $0 | $15.34 | 25 Nov 2024 | Direct |