L. Stoehr David's Insider Trades & SAST Disclosures
L. Stoehr David's most recent trade in Wintrust Financial Corp. was a trade of 5,316 Common Stock done at an average price of $123.6 . Disclosure was reported to the exchange on Feb. 27, 2025.
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but not "Balanced Growth Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 123.61 per share. | 27 Feb 2025 | 5,316 | 14,542 (0%) | 0% | 123.6 | 657,111 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 131.32 per share. | 28 Jan 2025 | 2,363 | 19,858 (0%) | 0% | 131.3 | 310,309 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 133.62 per share. | 23 Jan 2025 | 7,347 | 22,221 (0%) | 0% | 133.6 | 981,706 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 113.46 per share. | 24 Oct 2024 | 1,607 | 14,874 (0%) | 0% | 113.5 | 182,330 | Common Stock |
| Wintrust Financial Corp. | Stoehr David L. | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 96.16 per share. | 29 Feb 2024 | 5,322 | 16,481 (0%) | 0% | 96.2 | 511,764 | Common Stock |
| Wintrust Financial Corp. | L. Stoehr David | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 98.99 per share. | 29 Jan 2024 | 758 | 21,803 (0%) | 0% | 99.0 | 75,034 | Common Stock |
| Wintrust Financial Corp. | Stoehr David L. | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 98.92 per share. | 25 Jan 2024 | 7,833 | 22,561 (0%) | 0% | 98.9 | 774,840 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 90.85 per share. | 03 Mar 2023 | 3,297 | 14,728 (0%) | 0% | 90.8 | 299,532 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Jan 2023 | 6,759 | 18,025 (0%) | 0% | 0 | Common Stock | |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 92.45 per share. | 04 Nov 2022 | 2,215 | 11,266 (0%) | 0% | 92.5 | 204,777 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Jan 2022 | 2,364 | 13,481 (0%) | 0% | 0 | Common Stock | |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 81.95 per share. | 08 Jun 2021 | 3,590 | 11,117 (0%) | 0% | 82.0 | 294,201 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Sale of securities on an exchange or to another person at price $ 77.03 per share. | 03 Mar 2021 | 2,829 | 14,707 (0%) | 0% | 77.0 | 217,918 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Mar 2021 | 2,829 | 0 | - | - | Non-Qualified Stock Option (right to buy) | |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 40.87 per share. | 03 Mar 2021 | 2,829 | 17,536 (0%) | 0% | 40.9 | 115,621 | Common Stock |
| Wintrust Financial Corp. | David L. Stoehr | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Jan 2021 | 2,365 | 14,707 (0%) | 0% | 0 | 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