| Date | Company | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Dec 24 | WTFC Wintrust Financial | Common Stock | Grant | Acquire A | No | No | 108.53 | 417 | 45.26 k | 1,618 |
| 25 Nov 24 | ENV Envestnet | Common Stock | Sale back to company | Dispose D | No | No | 63.15 | 31,166 | 1.97 mm | 0 |
| 25 Nov 24 | ENV Envestnet | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 0 | 8,038 | 0.00 | 0 |
| 30 Sep 24 | WTFC Wintrust Financial | Common Stock | Grant | Acquire A | No | No | 98.56 | 457 | 45.04 k | 1,201 |
| 30 Jun 24 | WTFC Wintrust Financial | Common Stock | Grant | Acquire A | No | No | 104.39 | 144 | 15.03 k | 744 |
| 4 Jun 24 | WTFC Wintrust Financial | Common Stock | Buy | Acquire P | No | No | 94.61 | 600 | 56.77 k | 600 |
