David Eric Lee's Insider Trades & SAST Disclosures
David Eric Lee's most recent trade in Wintrust Financial Corp. was a trade of 1,548 Common Stock done at an average price of $124.1 . Disclosure was reported to the exchange on Feb. 27, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Wintrust Financial Corp. | David Eric Lee | EXECUTIVE VICE PRESIDENT | Sale of securities on an exchange or to another person at price $ 124.10 per share. | 27 Feb 2025 | 1,548 | 14,178 (0%) | 0% | 124.1 | 192,107 | Common Stock |
| Wintrust Financial Corp. | David Eric Lee | EXECUTIVE VICE PRESIDENT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 131.46 per share. | 27 Jan 2025 | 186 | 15,726 (0%) | 0% | 131.5 | 24,452 | Common Stock |
| Wintrust Financial Corp. | David Eric Lee | EXECUTIVE VICE PRESIDENT | Grant, award, or other acquisition of securities at price $ 133.62 per share. | 23 Jan 2025 | 2,406 | 15,912 (0%) | 0% | 133.6 | 321,490 | Common Stock |
| Wintrust Financial Corp. | David Lee Eric | EXECUTIVE VICE PRESIDENT | Sale of securities on an exchange or to another person at price $ 96.83 per share. | 29 Feb 2024 | 2,364 | 13,506 (0%) | 0% | 96.8 | 228,906 | Common Stock |
| Wintrust Financial Corp. | David Eric Lee | EXECUTIVE VICE PRESIDENT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 98.99 per share. | 29 Jan 2024 | 364 | 15,870 (0%) | 0% | 99.0 | 36,032 | Common Stock |
| Wintrust Financial Corp. | David Lee Eric | EXECUTIVE VICE PRESIDENT | Grant, award, or other acquisition of securities at price $ 98.92 per share. | 25 Jan 2024 | 3,496 | 16,234 (0%) | 0% | 98.9 | 345,824 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges