Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NEW M&I CORP | 237,013 | reported | 05 Jul 2011 | tx 97+726,370.18−729,587.59 |
| WINTRUST FINANCIAL CORP | 3,091 | reported | 31 Dec 2025 | tx 8+3,091 |
| Metavante Technologies, Inc. | 2,966 | reported | 01 Nov 2007 | tx 2+10,125 |
| MARSHALL & ILSLEY CORP/WI/ | 0 | reported | 01 Nov 2007 | tx 12+104,850.57−182,980.49 |
| ENVESTNET, INC. | 0 | reported | 25 Nov 2024 | tx 28+43,003−43,003 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 344 | 132.44 USD | |
| 30 Sept 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 366 | 123.98 USD | |
| 30 Jun 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 402 | 112.46 USD | |
| 31 Mar 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 361 | 124.71 USD | |
| 31 Dec 2024 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 417 | 108.53 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 31,166 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 8,038 | — | deriv |
| 30 Sept 2024 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 457 | 98.56 USD | |
| 30 Jun 2024 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 144 | 104.39 USD | |
| 04 Jun 2024 | PURCHASE | WINTRUST FINANCIAL CORP | 600 | 94.61 USD | first after silence |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 4,237 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 3,458 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 2,573 | 0.00 USD | |
| 11 Mar 2021 | GRANT_AWARD | ENVESTNET, INC. | 2,792 | 0.00 USD | |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 2,512 | 0.00 USD | |
| 04 Mar 2019 | GRANT_AWARD | ENVESTNET, INC. | 2,663 | 0.00 USD | |
| 28 Feb 2018 | GRANT_AWARD | ENVESTNET, INC. | 2,807 | 0.00 USD | |
| 29 Nov 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | |
| 29 Nov 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | |
| 29 Aug 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 55 | 0.00 USD | |
| 29 May 2017 | EXERCISE | ENVESTNET, INC. | 55 | — | deriv |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,585 | 31.70 USD | deriv |
| 28 Mar 2017 | GRANT_AWARD | ENVESTNET, INC. | 2,828 | 31.70 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 04 Jun 2024.