Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
WINTRUST FINANCIAL CORP | Director | Common Stock | 1.98K | $247K | $124.71 | Mar 31, 2025 | Direct |
ENVESTNET, INC. | Director | Common Stock | 0 | $0 | $63.15 | Nov 25, 2024 | Direct |
ENVESTNET, INC. | Director | Stock Option (right to buy) | 0 | $0 | $15.34 | Nov 25, 2024 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
WTFC | WINTRUST FINANCIAL CORP | Mar 31, 2025 | 1 | $45K | 4 | Apr 2, 2025 | Director |
WTFC | WINTRUST FINANCIAL CORP | Dec 31, 2024 | 1 | $45.3K | 4 | Jan 3, 2025 | Director |
ENV | ENVESTNET, INC. | Nov 25, 2024 | 2 | -$1.97M | 4 | Nov 25, 2024 | Director |
WTFC | WINTRUST FINANCIAL CORP | Sep 30, 2024 | 1 | $45K | 4 | Oct 2, 2024 | Director |
WTFC | WINTRUST FINANCIAL CORP | Jun 30, 2024 | 1 | $15K | 4 | Jul 2, 2024 | Director |
WTFC | WINTRUST FINANCIAL CORP | Jun 4, 2024 | 1 | $56.8K | 4 | Jun 5, 2024 | Director |
WTFC | WINTRUST FINANCIAL CORP | May 23, 2024 | 0 | $0 | 3 | May 24, 2024 | Director |
ENV | ENVESTNET, INC. | Feb 29, 2024 | 1 | $0 | 4 | Mar 4, 2024 | Director |
ENV | ENVESTNET, INC. | Feb 28, 2023 | 1 | $0 | 4 | Mar 2, 2023 | Director |
ENV | ENVESTNET, INC. | Feb 28, 2022 | 1 | $0 | 4 | Mar 2, 2022 | Director |