Boege Kathleen M 4
Research Summary
AI-generated summary
Wintrust (WTFC) EVP Kathleen Boege Withholds 930 Shares for Taxes
What Happened
Kathleen M. Boege, EVP and Chief Legal Officer (and Secretary) of Wintrust Financial Corp (WTFC), had 930 shares disposed/withheld to satisfy a tax liability on January 26, 2026. The shares were valued at $146.20 each, totaling $135,966. This was a tax-withholding disposition (code F), a routine action to cover taxes after an option exercise or vesting event rather than an open-market sale.
Key Details
- Transaction date: 2026-01-26
- Price per share: $146.20; Total value: $135,966
- Transaction code: F (payment of exercise price or tax liability — shares withheld)
- Shares owned after transaction: not specified in this Form 4
- Filing date / timeliness: Form 4 filed 2026-01-28 (within the typical 2-business-day reporting window)
- No 10b5-1 plan or other footnotes were cited in the provided data
Context
Tax-withholding dispositions occur when an insider surrenders or has shares withheld to cover payroll/tax obligations after exercising options or receiving restricted stock units. These transactions are generally administrative and do not necessarily reflect the insider’s view of the company’s prospects.