Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WINTRUST FINANCIAL CORP | 168,962 | reported | 28 May 2026 | tx 252+1,140,804−1,114,866 |
| STEPAN CO | 13,416 | reported | 11 Apr 2025 | tx 138+45,975−36,148 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 220 | 150.69 USD | |
| 27 Mar 2026 | TAX_WITHHOLDING | WINTRUST FINANCIAL CORP | 5,929 | 132.98 USD | |
| 20 Feb 2026 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 263 | 153.49 USD | |
| 25 Nov 2025 | GIFT | WINTRUST FINANCIAL CORP | 7,500 | 0.00 USD | |
| 25 Nov 2025 | GIFT | WINTRUST FINANCIAL CORP | 7,500 | 0.00 USD | |
| 20 Nov 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 286 | 127.91 USD | |
| 21 Aug 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 283 | 128.71 USD | |
| 25 Jul 2025 | PURCHASE | WINTRUST FINANCIAL CORP | 3,919 | 26.35 USD | |
| 25 Jul 2025 | PURCHASE | WINTRUST FINANCIAL CORP | 2,382 | 26.35 USD | |
| 15 Jul 2025 | OTHER | WINTRUST FINANCIAL CORP | 2,516 | 25.00 USD | |
| 15 Jul 2025 | OTHER | WINTRUST FINANCIAL CORP | 4,138 | 25.00 USD | |
| 22 May 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 305 | 118.71 USD | |
| 11 Apr 2025 | EXERCISE | STEPAN CO | 1,865 | 48.07 USD | |
| 11 Apr 2025 | EXERCISE | STEPAN CO | 1,865 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | STEPAN CO | 107 | 55.40 USD | deriv |
| 27 Mar 2025 | TAX_WITHHOLDING | WINTRUST FINANCIAL CORP | 2,193 | 114.75 USD | |
| 26 Feb 2025 | TAX_WITHHOLDING | WINTRUST FINANCIAL CORP | 9,546 | 123.48 USD | |
| 20 Feb 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 313 | 128.82 USD | |
| 05 Feb 2025 | PURCHASE | WINTRUST FINANCIAL CORP | 417 | 25.18 USD | |
| 05 Feb 2025 | PURCHASE | WINTRUST FINANCIAL CORP | 417 | 25.16 USD | |
| 05 Feb 2025 | PURCHASE | WINTRUST FINANCIAL CORP | 1,095 | 25.17 USD | |
| 27 Jan 2025 | TAX_WITHHOLDING | WINTRUST FINANCIAL CORP | 3,965 | 131.46 USD | |
| 23 Jan 2025 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 26,624 | 133.62 USD | |
| 22 Nov 2024 | GRANT_AWARD | WINTRUST FINANCIAL CORP | 264 | 137.08 USD | |
| 06 Nov 2024 | GIFT | WINTRUST FINANCIAL CORP | 5,000 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 23 Aug 2023.