| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| WINTRUST FINANCIAL CORP | Director | Common Stock | 2.75K | $341K | $123.98 | 30 Sep 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 |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WTFC | WINTRUST FINANCIAL CORP | 30 Sep 2025 | 1 | $45.4K | 4 | Director | 30 Sep 2025, 16:12 |
| WTFC | WINTRUST FINANCIAL CORP | 30 Jun 2025 | 1 | $45.2K | 4 | Director | 02 Jul 2025, 16:11 |
| WTFC | WINTRUST FINANCIAL CORP | 31 Mar 2025 | 1 | $45K | 4 | Director | 02 Apr 2025, 16:07 |
| WTFC | WINTRUST FINANCIAL CORP | 31 Dec 2024 | 1 | $45.3K | 4 | Director | 03 Jan 2025, 16:10 |
| ENV | ENVESTNET, INC. | 25 Nov 2024 | 2 | -$1.97M | 4 | Director | 25 Nov 2024, 16:05 |
| WTFC | WINTRUST FINANCIAL CORP | 30 Sep 2024 | 1 | $45K | 4 | Director | 02 Oct 2024, 17:15 |
| WTFC | WINTRUST FINANCIAL CORP | 30 Jun 2024 | 1 | $15K | 4 | Director | 02 Jul 2024, 16:15 |
| WTFC | WINTRUST FINANCIAL CORP | 04 Jun 2024 | 1 | $56.8K | 4 | Director | 05 Jun 2024, 16:12 |
| WTFC | WINTRUST FINANCIAL CORP | 23 May 2024 | 0 | $0 | 3 | Director | 24 May 2024, 16:11 |
| ENV | ENVESTNET, INC. | 29 Feb 2024 | 1 | $0 | 4 | Director | 04 Mar 2024, 17:28 |
| ENV | ENVESTNET, INC. | 28 Feb 2023 | 1 | $0 | 4 | Director | 02 Mar 2023, 18:06 |
| ENV | ENVESTNET, INC. | 28 Feb 2022 | 1 | $0 | 4 | Director | 02 Mar 2022, 19:51 |