David Eric Lee
CIK 1988753 · VICE CHAIR, WINTRUST FINANCIAL · last filed 2026-02-27
David Eric Lee is a VICE CHAIR, WINTRUST FINANCIAL who has filed 13 SEC Form 4 insider transactions across 2 companies since 2024. The most recent filing shows the insider had shares withheld for taxes covering $53.3K of WTFCN on Feb 27, 2026. Across all open-market trades the lifetime net is −$503.3K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $411.8K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$411.8K
2
13
-$503.3K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WTFCN | VICE CHAIR, WINTRUST FINANCIAL | 15,729 | $26.18 | $411.8K | -$82.3K | 4 | 2026-02-27 |
| WINTRUST FINANCIAL CORP (WTFCP) Delisted | EXECUTIVE VICE PRESIDENT | 14,178 | $25.00 | $354.4K | -$421.0K | 6 | 2025-02-28 |
Recent Filings
13 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-27 | WTFCN | Tax (F) | −356 | -$53.3K | EDGAR |
| 2026-02-03 | WTFCN | Sell (S) | −558 | -$82.3K | EDGAR |
| 2026-01-30 | WTFC | Notice (144) | −558 | -$82.3K | EDGAR |
| 2026-01-28 | WTFCN | Tax (F) | −215 | -$31.4K | EDGAR |
| 2026-01-26 | WTFCN | Grant (A) | +2,680 | $407.9K | EDGAR |
| 2025-02-28 | WINTRUST FINANCIAL CORP (WTFCP) Delisted | Sell (S) | −1,548 | -$192.1K | EDGAR |
| 2025-02-24 | WTFC | Notice (144) | −1,548 | -$203.6K | EDGAR |
| 2025-01-29 | WINTRUST FINANCIAL CORP (WTFCP) Delisted | Tax (F) | −186 | -$24.5K | EDGAR |
| 2025-01-27 | WINTRUST FINANCIAL CORP (WTFCP) Delisted | Grant (A) | +2,406 | $321.5K | EDGAR |
| 2024-03-01 | WINTRUST FINANCIAL CORP (WTFCP) Delisted | Sell (S) | −2,364 | -$228.9K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.