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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Oct-24 5:15 PM View:  | Wintrust Financial Corporat... (WTFC) | 30-Sep-24 | Grant | 457 | $98.56 | $45,041.90 | 61% 0.74K to 1.2K | 2% |
| 05-Jun-24 4:12 PM View: | Wintrust Financial Corporat... (WTFC) | 04-Jun-24 | Market Purchase | 600 | $94.61 | $56,766.00 | 100% 0 to 0.6K | 6% |
| 04-Mar-24 5:28 PM View: | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 4,237 | -- | -- | 16% 26.93K to 31.17K | |
| 02-Mar-23 7:06 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 3,458 | -- | -- | 15% 23.47K to 26.93K | |
| 02-Mar-22 8:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 2,573 | -- | -- | 12% 20.9K to 23.47K | |
| 15-Mar-21 5:07 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 2,792 | -- | -- | 15% 18.11K to 20.9K | |
| 03-Mar-20 6:43 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,512 | -- | -- | 16% 15.59K to 18.11K | |
| 06-Mar-19 7:42 PM View: | Envestnet, Inc. (ENV) | 04-Mar-19 | Grant | 2,663 | -- | -- | 21% 12.93K to 15.59K | |
| 02-Mar-18 4:10 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Grant | 2,807 | -- | -- | 28% 10.12K to 12.93K | |
| 01-Dec-17 4:10 PM View: | Envestnet, Inc. (ENV) | 29-Nov-17 | Option Exercise | 55 | -- | -- | < 1% 10.07K to 10.12K | |
| 31-Aug-17 5:06 PM View: | Envestnet, Inc. (ENV) | 29-Aug-17 | Option Exercise | 55 | -- | -- | < 1% 5.69K to 5.74K | |
| 31-May-17 6:46 PM View: | Envestnet, Inc. (ENV) | 29-May-17 | Option Exercise | 55 | -- | -- | < 1% 5.63K to 5.69K | |
| 02-Mar-17 8:09 PM View: | Envestnet, Inc. (ENV) | 28-Feb-17 | Option Exercise | 1,684 | -- | -- | 43% 3.95K to 5.63K | |
| 02-Mar-16 5:29 PM View: | Envestnet, Inc. (ENV) | 29-Feb-16 | Option Exercise | 1,950 | -- | -- | 49% 4.0K to 5.95K | |
| 13-Aug-15 7:26 PM View: | Envestnet, Inc. (ENV) | 13-Aug-15 | Market Purchase | 1,000 | $34.84 | $34,840.00 | 100% 1.0K to 2.0K | 136% |
| 12-Mar-15 5:33 PM View: | Envestnet, Inc. (ENV) | 10-Mar-15 | Market Purchase | 1,000 | $52.17 | $52,170.00 | 100% 0 to 1.0K | 58% |
| 07-Jul-11 1:56 PM View: | Marshall & Ilsley Corporation (MI) | 05-Jul-11 | Disposition | 237,013 | -- | -- | (83%) 285.38K to 48.37K | |
| 07-Jul-11 1:56 PM View: | Marshall & Ilsley Corporation (MI) | 05-Jul-11 | Disposition | 48,373 | -- | -- | (100%) 48.37K to 0 | |
| 06-Jul-11 11:51 AM View: | Marshall & Ilsley Corporation (MI) | 05-Jul-11 | Payment of Exercise | 90,140 | $7.90 | $712,106.00 | (24%) 375.25K to 285.11K | 0% |
| 30-Jun-11 6:47 PM View: | Marshall & Ilsley Corporation (MI) | 30-Jun-11 | Grant | 5,018 | -- | -- | 1% 372.45K to 377.47K | |
| 30-Jun-11 6:47 PM View: | Marshall & Ilsley Corporation (MI) | 30-Jun-11 | Payment of Exercise | 2,218 | $7.97 | $17,677.50 | (< 1%) 377.47K to 375.25K | 0% |
| 17-Jun-11 11:34 AM View: | Marshall & Ilsley Corporation (MI) | 15-Jun-11 | Grant | 3,942 | -- | -- | 1% 370.25K to 374.19K | |
| 17-Jun-11 11:34 AM View: | Marshall & Ilsley Corporation (MI) | 15-Jun-11 | Payment of Exercise | 1,742 | $7.61 | $13,256.60 | (< 1%) 374.19K to 372.45K | (< 1%) |
| 01-Jun-11 4:42 PM View: | Marshall & Ilsley Corporation (MI) | 31-May-11 | Grant | 3,750 | -- | -- | 1% 368.16K to 371.91K | |
| 01-Jun-11 4:42 PM View: | Marshall & Ilsley Corporation (MI) | 31-May-11 | Payment of Exercise | 1,657 | $8.00 | $13,256.00 | (< 1%) 371.91K to 370.25K | 0% |
| 16-May-11 8:58 AM View: | Marshall & Ilsley Corporation (MI) | 13-May-11 | Grant | 3,841 | -- | -- | 1% 366.01K to 369.86K | |
| 16-May-11 8:58 AM View: | Marshall & Ilsley Corporation (MI) | 13-May-11 | Payment of Exercise | 1,697 | $7.81 | $13,253.60 | (< 1%) 369.86K to 368.16K | (< 1%) |
| 03-May-11 6:03 PM View: | Marshall & Ilsley Corporation (MI) | 29-Apr-11 | Grant | 3,671 | -- | -- | 1% 363.97K to 367.64K | |
| 03-May-11 6:03 PM View: | Marshall & Ilsley Corporation (MI) | 29-Apr-11 | Payment of Exercise | 1,623 | $8.17 | $13,259.90 | (< 1%) 367.64K to 366.01K | < 1% |
| 19-Apr-11 5:08 PM View: | Marshall & Ilsley Corporation (MI) | 15-Apr-11 | Grant | 3,759 | -- | -- | 1% 361.87K to 365.63K | |
| 19-Apr-11 5:08 PM View: | Marshall & Ilsley Corporation (MI) | 15-Apr-11 | Payment of Exercise | 1,661 | $7.98 | $13,254.80 | (< 1%) 365.63K to 363.97K | < 1% |
| 01-Apr-11 4:43 PM View: | Marshall & Ilsley Corporation (MI) | 31-Mar-11 | Grant | 3,754 | -- | -- | 1% 359.75K to 363.5K | |
| 01-Apr-11 4:43 PM View: | Marshall & Ilsley Corporation (MI) | 31-Mar-11 | Payment of Exercise | 1,632 | $7.99 | $13,039.70 | (< 1%) 363.5K to 361.87K | (< 1%) |
| 17-Mar-11 2:20 PM View: | Marshall & Ilsley Corporation (MI) | 15-Mar-11 | Grant | 3,921 | -- | -- | 1% 357.49K to 361.41K | |
| 17-Mar-11 2:20 PM View: | Marshall & Ilsley Corporation (MI) | 15-Mar-11 | Payment of Exercise | 1,661 | $7.65 | $12,706.70 | (< 1%) 361.41K to 359.75K | 2% |
| 02-Mar-11 4:25 PM View: | Marshall & Ilsley Corporation (MI) | 28-Feb-11 | Grant | 3,861 | -- | -- | 1% 355.26K to 359.12K | |
| 02-Mar-11 4:25 PM View: | Marshall & Ilsley Corporation (MI) | 28-Feb-11 | Payment of Exercise | 1,636 | $7.77 | $12,711.70 | (< 1%) 359.12K to 357.49K | < 1% |
| 17-Feb-11 3:27 PM View: | Marshall & Ilsley Corporation (MI) | 15-Feb-11 | Grant | 4,054 | -- | -- | 1% 352.93K to 356.98K | |
| 17-Feb-11 3:27 PM View: | Marshall & Ilsley Corporation (MI) | 15-Feb-11 | Payment of Exercise | 1,717 | $7.40 | $12,705.80 | (< 1%) 356.98K to 355.26K | (< 1%) |
| 01-Feb-11 1:58 PM View: | Marshall & Ilsley Corporation (MI) | 31-Jan-11 | Grant | 4,291 | -- | -- | 1% 350.63K to 354.92K | |
| 01-Feb-11 1:58 PM View: | Marshall & Ilsley Corporation (MI) | 31-Jan-11 | Payment of Exercise | 1,998 | $6.99 | $13,966.00 | (< 1%) 354.92K to 352.93K | (< 1%) |
| 19-Jan-11 12:10 PM View: | Marshall & Ilsley Corporation (MI) | 14-Jan-11 | Grant | 4,143 | -- | -- | 1% 348.42K to 352.56K | |
| 19-Jan-11 12:10 PM View: | Marshall & Ilsley Corporation (MI) | 14-Jan-11 | Payment of Exercise | 1,929 | $7.24 | $13,966.00 | (< 1%) 352.56K to 350.63K | < 1% |
| 04-Jan-11 5:40 PM View: | Marshall & Ilsley Corporation (MI) | 03-Jan-11 | Grant | 85,348 | -- | -- | 33% 260.65K to 346.0K | |
| 04-Jan-11 5:40 PM View: | Marshall & Ilsley Corporation (MI) | 31-Dec-10 | Grant | 4,335 | -- | -- | 1% 346.0K to 350.33K | |
| 04-Jan-11 5:40 PM View: | Marshall & Ilsley Corporation (MI) | 31-Dec-10 | Payment of Exercise | 1,916 | $6.92 | $13,258.70 | (< 1%) 350.33K to 348.42K | (< 1%) |
| 17-Dec-10 4:06 PM View: | Marshall & Ilsley Corporation (MI) | 15-Dec-10 | Grant | 5,190 | -- | -- | 2% 257.75K to 262.94K | |
| 17-Dec-10 4:06 PM View: | Marshall & Ilsley Corporation (MI) | 15-Dec-10 | Payment of Exercise | 2,294 | $5.78 | $13,259.30 | (< 1%) 262.94K to 260.65K | (< 1%) |
| 02-Dec-10 3:16 PM View: | Marshall & Ilsley Corporation (MI) | 30-Nov-10 | Grant | 6,263 | -- | -- | 2% 254.26K to 260.52K | |
| 02-Dec-10 3:16 PM View: | Marshall & Ilsley Corporation (MI) | 30-Nov-10 | Payment of Exercise | 2,768 | $4.79 | $13,258.70 | (1%) 260.52K to 257.75K | (2%) |