WINTRUST FINANCIAL CORP, 10-K filed on 2/28/2025
Annual Report
v3.25.0.1
Cover Page - USD ($)
12 Months Ended
Dec. 31, 2024
Feb. 26, 2025
Jun. 30, 2024
Entity Information [Line Items]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2024    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 001-35077    
Entity Registrant Name Wintrust Financial Corp    
Entity Incorporation, State or Country Code IL    
Entity Tax Identification Number 36-3873352    
Entity Address, Address Line One 9700 W. Higgins Road, Suite 800    
Entity Address, City or Town Rosemont    
Entity Address, State or Province IL    
Entity Address, Postal Zip Code 60018    
City Area Code 847    
Local Phone Number 939-9000    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 6,034,106,686
Entity Common Stock, Shares Outstanding (in shares)   66,707,801  
Documents Incorporated by Reference
Portions of the Proxy Statement for the Company’s Annual Meeting of Shareholders to be held on May 22, 2025 are incorporated by reference into Part III.
   
Amendment Flag false    
Document Fiscal Period Focus FY    
Document Fiscal Year Focus 2024    
Entity Central Index Key 0001015328    
Common Stock [Member]      
Entity Information [Line Items]      
Title of 12(b) Security Common Stock, no par value    
Trading Symbol WTFC    
Security Exchange Name NASDAQ    
Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D, no par value      
Entity Information [Line Items]      
Title of 12(b) Security Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D, no par value    
Trading Symbol WTFCM    
Security Exchange Name NASDAQ    
6.875% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series E, no par value      
Entity Information [Line Items]      
Title of 12(b) Security 6.875% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series E, no par value    
Trading Symbol WTFCP    
Security Exchange Name NASDAQ    
v3.25.0.1
Audit Information
12 Months Ended
Dec. 31, 2024
Auditor Information [Abstract]  
Auditor Name Ernst & Young LLP
Auditor Location Chicago, Illinois
Auditor Firm ID 42
v3.25.0.1
CONSOLIDATED STATEMENTS OF CONDITION - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Assets    
Cash and due from banks $ 452,017 $ 423,404
Federal funds sold and securities purchased under resale agreements 6,519 60
Interest-bearing deposits with banks 4,409,753 2,084,323
Available-for-sale securities, at fair value 4,141,482 3,502,915
Held-to-maturity securities, at amortized cost, net of allowance for credit losses of $457 and $347 at December 31, 2024 and December 31, 2023, respectively ($2.9 billion and $3.2 billion fair value at December 31, 2024 and December 31, 2023, respectively) 3,613,263 3,856,916
Trading account securities 4,072 4,707
Equity securities with readily determinable fair value 215,412 139,268
Federal Home Loan Bank and Federal Reserve Bank stock 281,407 205,003
Brokerage customer receivables 18,102 10,592
Mortgage loans held-for-sale, at fair value 331,261 292,722
Loans, net of unearned income 48,055,037 42,131,831
Allowance for loan losses (436,603) (427,265)
Premises, software and equipment, net 779,130 748,966
Lease investments, net 278,264 281,280
Accrued interest receivable and other assets 1,739,334 1,551,899
Receivable on unsettled securities sales 0 690,722
Goodwill 796,942 656,672
Other acquisition-related intangible assets 121,690 22,889
Total assets 64,879,668 56,259,934
Deposits:    
Non-interest-bearing 11,410,018 10,420,401
Interest-bearing 41,102,331 34,976,769
Total deposits 52,512,349 45,397,170
Federal Home Loan Bank advances 3,151,309 2,326,071
Other borrowings 534,803 645,813
Subordinated notes 298,283 437,866
Junior subordinated debentures 253,566 253,566
Accrued interest payable and other liabilities 1,785,061 1,799,922
Total liabilities 58,535,371 50,860,408
Shareholders’ Equity:    
Common stock, no par value; $1.00 stated value; 100,000,000 shares authorized at December 31, 2024 and December 31, 2023; 66,560,182 shares issued at December 31, 2024 and 61,268,566 shares issued at December 31, 2023 66,560 61,269
Surplus 2,482,561 1,943,806
Treasury stock, at cost, 64,955 shares at December 31, 2024 and 24,940 shares at December 31, 2023 (6,153) (2,217)
Retained earnings 3,897,164 3,345,399
Accumulated other comprehensive loss (508,335) (361,231)
Total shareholders’ equity 6,344,297 5,399,526
Total liabilities and shareholders’ equity 64,879,668 56,259,934
Series D - $25 liquidation value; 5,000,000 shares issued and outstanding at December 31, 2024 and December 31, 2023    
Shareholders’ Equity:    
Preferred stock, no par value; 20,000,000 shares authorized: 125,000 125,000
Series E - $25,000 liquidation value; 11,500 shares issued and outstanding at December 31, 2024 and December 31, 2023    
Shareholders’ Equity:    
Preferred stock, no par value; 20,000,000 shares authorized: 287,500 287,500
Loans    
Assets    
Loans, net of unearned income 48,055,037 42,131,831
Allowance for loan losses (364,017) (344,235)
Net loans $ 47,691,020 $ 41,787,596
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CONSOLIDATED STATEMENTS OF CONDITION (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Held-to-maturity securities, allowance for credit loss $ 457 $ 347
Held-to-maturity securities, fair value $ 2,910,550 $ 3,215,468
Preferred stock, shares authorized (in shares) 20,000,000 20,000,000
Preferred stock, shares issued (in shares) 5,011,500 5,011,500
Preferred stock, shares outstanding (in shares) 5,011,500 5,011,500
Common stock, stated value (usd per share) $ 1.00 $ 1.00
Common stock, shares authorized (in shares) 100,000,000 100,000,000
Common stock, shares issued (in shares) 66,560,182 61,268,566
Treasury stock (in shares) 64,955 24,940
Series D Preferred Stock    
Preferred stock, liquidation value per share (usd per share) $ 25 $ 25
Preferred stock, shares issued (in shares) 5,000,000 5,000,000
Preferred stock, shares outstanding (in shares) 5,000,000 5,000,000
Series E Preferred Stock    
Preferred stock, liquidation value per share (usd per share) $ 25,000 $ 25,000
Preferred stock, shares issued (in shares) 11,500 11,500
Preferred stock, shares outstanding (in shares) 11,500 11,500
v3.25.0.1
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Interest income      
Interest and fees on loans $ 3,043,354 $ 2,540,952 $ 1,507,726
Mortgage loans held-for-sale 21,436 16,791 21,195
Interest-bearing deposits with banks 115,253 78,978 43,447
Federal funds sold and securities purchased under resale agreements 366 1,806 4,903
Investment securities 276,115 238,587 160,600
Trading account securities 48 41 22
Federal Home Loan Bank and Federal Reserve Bank stock 20,060 14,912 8,622
Brokerage customer receivables 965 1,047 928
Total interest income 3,477,597 2,893,114 1,747,443
Interest expense      
Interest on deposits 1,343,642 906,470 175,202
Interest on Federal Home Loan Bank advances 99,149 72,286 30,329
Interest on other borrowings 34,480 35,280 14,294
Interest on subordinated notes 18,117 22,024 22,004
Interest on junior subordinated debentures 19,674 19,190 10,252
Total interest expense 1,515,062 1,055,250 252,081
Net interest income 1,962,535 1,837,864 1,495,362
Provision for credit losses 101,047 114,390 78,589
Net interest income after provision for credit losses 1,861,488 1,723,474 1,416,773
Non-interest income      
Wealth management 146,227 130,607 126,614
Mortgage banking 93,213 83,073 155,173
Service charges on deposit accounts 65,651 55,250 58,574
Gains (losses) on investment securities, net (2,602) 1,525 (20,427)
Fees from covered call options 10,196 21,863 14,133
Trading gains, net 504 1,142 3,752
Operating lease income, net 58,710 53,298 55,510
Other 116,426 87,348 67,724
Total non-interest income 488,325 434,106 461,053
Non-interest expense      
Salaries and employee benefits 817,108 748,013 696,107
Software and equipment 122,794 104,632 95,885
Operating lease equipment 42,298 42,363 38,008
Occupancy, net 79,213 77,068 70,965
Data processing 39,736 38,800 31,209
Advertising and marketing 61,812 65,075 59,418
Professional fees 40,637 34,758 33,088
Amortization of other acquisition-related intangible assets 12,095 5,498 6,116
FDIC insurance 46,118 71,102 28,639
OREO expense, net (408) (1,528) (140)
Other 141,321 126,718 117,976
Total non-interest expense 1,402,724 1,312,499 1,177,271
Income before taxes 947,089 845,081 700,555
Income tax expense 252,044 222,455 190,873
Net income 695,045 622,626 509,682
Preferred stock dividends 27,964 27,964 27,964
Net income applicable to common shares $ 667,081 $ 594,662 $ 481,718
Net income per common share-Basic (usd per share) $ 10.47 $ 9.72 $ 8.14
Net income per common share-Diluted (usd per share) 10.31 9.58 8.02
Cash dividends declared per common share (usd per share) $ 1.80 $ 1.60 $ 1.36
Weighted average common shares outstanding (in shares) 63,685 61,149 59,205
Dilutive potential common shares (in shares) 1,016 938 886
Average common shares and dilutive common shares (in shares) 64,701 62,087 60,091
v3.25.0.1
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Statement of Comprehensive Income [Abstract]      
Net income $ 695,045 $ 622,626 $ 509,682
Unrealized (losses) gains on available-for-sale securities      
Before tax (105,922) 50,669 (537,602)
Tax effect 28,019 (14,455) 143,270
Net of tax (77,903) 36,214 (394,332)
Reclassification of net gains on available-for-sale securities included in net income      
Before tax 1,236 951 439
Tax effect (321) (252) (118)
Net of tax 915 699 321
Reclassification of amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale      
Before tax 89 212 175
Tax effect (24) (57) (47)
Net of tax 65 155 128
Net unrealized (losses) gains on available-for-sale securities (78,883) 35,360 (394,781)
Unrealized (losses) gains on derivative instruments      
Before tax (59,046) 33,512 (26,882)
Tax effect 15,770 (8,844) 7,152
Net unrealized (losses) gains on derivative instruments (43,276) 24,668 (19,730)
Foreign currency translation adjustment      
Before tax (30,518) 7,788 (21,781)
Tax effect 5,573 (1,411) 4,564
Net foreign currency translation adjustment (24,945) 6,377 (17,217)
Total other comprehensive (loss) income (147,104) 66,405 (431,728)
Comprehensive income $ 547,941 $ 689,031 $ 77,954
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CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Cumulative Effect, Period of Adoption, Adjustment
Preferred stock
Common stock
Surplus
Treasury stock
Retained earnings
Retained earnings
Cumulative Effect, Period of Adoption, Adjustment
Accumulated other comprehensive income (loss)
Balance at beginning of period at Dec. 31, 2021 $ 4,498,688   $ 412,500 $ 58,892 $ 1,685,572 $ (109,903) $ 2,447,535   $ 4,092
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Net income 509,682           509,682    
Other comprehensive (loss) income , net of tax (431,728)               (431,728)
Cash dividends declared on common stock (80,246)           (80,246)    
Dividends on Series D and E preferred stock (27,964)           (27,964)    
Stock-based compensation 31,748       31,748        
Common stock issued for:                  
Acquisition of Macatawa Bank Corporation 0                
New issuance, net of costs 285,729     1,612 174,214 109,903      
Exercise of stock options and warrants 4,886     123 5,067 (304)      
Restricted stock awards 0     69 (69)        
Employee stock purchase plan 3,386     42 3,344        
Director compensation plan 2,657     59 2,598        
Balance at end of period at Dec. 31, 2022 $ 4,796,838 $ (544) 412,500 60,797 1,902,474 (304) 2,849,007 $ (544) (427,636)
Common stock issued for:                  
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2022-02                
Net income $ 622,626           622,626    
Other comprehensive (loss) income , net of tax 66,405               66,405
Cash dividends declared on common stock (97,726)           (97,726)    
Dividends on Series D and E preferred stock (27,964)           (27,964)    
Stock-based compensation 33,495       33,495        
Acquisition of Macatawa Bank Corporation 0                
Exercise of stock options and warrants 2,242     56 2,186        
Restricted stock awards (1,913)     307 (307) (1,913)      
Employee stock purchase plan 3,329     46 3,283        
Director compensation plan 2,738     63 2,675        
Balance at end of period at Dec. 31, 2023 5,399,526   412,500 61,269 1,943,806 (2,217) 3,345,399   (361,231)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Net income 695,045           695,045    
Other comprehensive (loss) income , net of tax (147,104)               (147,104)
Cash dividends declared on common stock (115,316)           (115,316)    
Dividends on Series D and E preferred stock (27,964)           (27,964)    
Stock-based compensation 38,108       38,108        
Common stock issued for:                  
Acquisition of Macatawa Bank Corporation 499,239     4,702 494,537        
Exercise of stock options and warrants 86     2 84        
Restricted stock awards (3,931)     537 (532) (3,936)      
Employee stock purchase plan 3,347     35 3,312        
Director compensation plan 3,261     15 3,246        
Balance at end of period at Dec. 31, 2024 $ 6,344,297   $ 412,500 $ 66,560 $ 2,482,561 $ (6,153) $ 3,897,164   $ (508,335)
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CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY (Parenthetical) - $ / shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Cash dividends declared on common stock (usd per share) $ 1.80 $ 1.60 $ 1.36
Series D Preferred Stock      
Dividends on preferred stock (usd per share) 1.64 1.64 1.64
Series E Preferred Stock      
Dividends on preferred stock (usd per share) $ 1,718.76 $ 1,718.76 $ 1,718.76
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CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Operating Activities:      
Net income $ 695,045 $ 622,626 $ 509,682
Adjustments to reconcile net income to net cash provided by operating activities      
Provision for credit losses 101,047 114,390 78,589
Depreciation, amortization and accretion, net 100,079 84,764 82,070
Deferred income tax expense (benefit) 11,011 (19,707) 22,057
Stock-based compensation expense 38,108 33,495 31,748
(Accretion) amortization of premium on securities, net (2,133) 1,236 2,416
Accretion of discount and deferred fees on loans, net (18,984) (16,943) (19,565)
Mortgage servicing rights fair value changes 18,637 36,209 (36,609)
Non-designated derivatives fair value changes, net 61,035 (3,048) 1,691
Originations and purchases of mortgage loans held-for-sale (2,624,914) (1,962,205) (2,799,000)
Early buy-out exercises of mortgage loans held-for-sale guaranteed by U.S. government agencies, net of subsequent paydowns or payoffs (23,197) (25,954) 80,158
Proceeds from sales of mortgage loans held-for-sale 2,609,248 1,963,214 3,146,442
Bank owned life insurance (“BOLI”) (gains) losses (5,755) (4,575) 806
Decrease (increase) in trading securities, net 635 (3,580) (66)
(Increase) decrease in brokerage customer receivables, net (7,510) 5,795 9,681
Gains on mortgage loans sold (46,430) (37,738) (43,391)
Gains on premium financing receivables sold (4,575) (890) 0
Losses (gains) on investment securities, net, and dividend reinvestment on equity securities 2,602 (1,525) 20,427
Losses on sales of premises and equipment, net 336 1,290 2,845
Gains on sales and fair value adjustments of other real estate owned, net (1,951) (1,656) (792)
Increase in accrued interest receivable and other assets, net (131,429) (205,428) (91,585)
(Decrease) increase in accrued interest payable and other liabilities, net (49,348) 164,606 377,396
Net Cash Provided by Operating Activities 721,557 744,376 1,375,000
Investing Activities:      
Proceeds from calls and sales of available-for-sale securities 1,769,854 1,881,410 17,413
Proceeds from payments and maturities of available-for-sale securities 588,664 384,769 368,846
Proceeds from payments, maturities and calls of held-to-maturity securities 242,427 191,421 210,958
Proceeds from sales of equity securities with readily determinable fair value 51,792 23,592 31,753
Proceeds from sales and capital distributions of equity securities without readily determinable fair value 2,226 67 1,330
Purchases of available-for-sale securities (1,748,535) (2,244,564) (2,762,171)
Purchases of held-to-maturity securities 0 (408,917) (910,964)
Purchases of equity securities with readily determinable fair value (125,573) (47,454) (59,495)
Purchases of equity securities without readily determinable fair value (6,933) (10,450) (17,429)
(Purchases) redemptions of FHLB and FRB stock, net (76,404) 19,756 (89,381)
Distributions from investments in partnerships, net 2,763 7,476 4,765
Net cash received (paid) in business combinations 531,308 (5,147) 0
Proceeds from sales of premium financing receivables, net 627,450 405,560 0
Proceeds from sale of other real estate owned 20,026 5,051 3,954
Decrease in securities purchased under resale agreements with terms exceeding three months, net 0 0 700,000
(Increase) decrease in interest-bearing deposits with banks, net (2,334,423) (91,251) 3,382,366
Increase in loans, net (5,405,340) (3,303,303) (4,320,225)
Redemption of BOLI 367 574 960
Purchases of premises and equipment, net (86,032) (46,406) (53,449)
Net Cash Used for Investing Activities (5,946,363) (3,237,816) (3,490,769)
Financing Activities:      
Increase in deposit accounts, net 4,805,004 2,494,619 806,947
(Decrease) increase in other borrowings, net (83,674) 40,670 125,135
Increase in Federal Home Loan Bank advances, net 825,238 10,000 1,075,000
Cash payments to settle contingent consideration liabilities recognized in business combinations (6,168) (57) 0
Proceeds from common stock offering, net 0 0 285,729
Repayment of subordinated note (140,000) 0 0
Issuance of common shares resulting from exercise of stock options, employee stock purchase plan and director compensation plan 6,694 8,309 11,233
Common stock repurchases for tax withholdings related to stock-based compensation (3,936) (1,913) (304)
Dividends paid (143,280) (125,690) (108,210)
Net Cash Provided by Financing Activities 5,259,878 2,425,938 2,195,530
Net Increase (Decrease) in Cash and Cash Equivalents 35,072 (67,502) 79,761
Cash and Cash Equivalents at Beginning of Period 423,464 490,966 411,205
Cash and Cash Equivalents at End of Period 458,536 423,464 490,966
Cash paid during the year for:      
Interest 1,517,813 1,026,311 239,209
Income taxes, net 252,851 231,653 153,499
Business combinations:      
Fair value of assets acquired, including cash and cash equivalents 2,611,601 23,669 0
Value ascribed to goodwill and other intangible assets 252,983 8,822 0
Fair value of liabilities assumed 2,365,345 12,468 0
Non-cash activities      
Transfer to other real estate owned from loans 30,040 8,564 10,018
Common stock issued for acquisitions $ 499,239 $ 0 $ 0
v3.25.0.1
Summary Of Significant Accounting Policies
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
The accounting and reporting policies of Wintrust Financial Corporation (“Wintrust” or the “Company”) and its subsidiaries conform to generally accepted accounting principles in the United States and prevailing practices of the banking industry. In the preparation of the consolidated financial statements, management is required to make certain estimates and assumptions that affect the reported amounts contained in the consolidated financial statements. Management believes that the estimates made are reasonable; however, changes in estimates may be required if economic or other conditions change beyond management’s expectations. Reclassifications of certain prior year amounts have been made to conform to the current year presentation. The following is a summary of the Company’s significant accounting policies.

Principles of Consolidation

The consolidated financial statements of Wintrust include the accounts of the Company and its subsidiaries. All significant intercompany accounts and transactions have been eliminated in the consolidated financial statements.

Earnings per Share

Basic earnings per share is computed by dividing income available to common shareholders by the weighted-average number of common shares outstanding for the period. Diluted earnings per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock or resulted in the issuance of common stock that then share in the earnings of the Company. The weighted-average number of common shares outstanding is increased by the assumed conversion of any outstanding convertible preferred stock shares from the beginning of the year or date of issuance, if later, and the number of common shares that would be issued assuming the exercise of stock options and the issuance of restricted shares using the treasury stock method. The adjustments to the weighted-average common shares outstanding are only made when such adjustments will dilute earnings per common share. If relevant convertible preferred shares are outstanding during a period, net income applicable to common shares used in the diluted earnings per share calculation may be adjusted to consider potential conversion of such preferred shares. Where the effect of this conversion would reduce the loss per share or increase the income per share, net income applicable to common shares is not adjusted by the associated preferred dividends.

Business Combinations

The Company accounts for business combinations under the acquisition method of accounting in accordance with ASC 805, “Business Combinations” (“ASC 805”) when it obtains control of a business. When determining whether a business has been acquired, the Company first evaluates whether substantially all of the fair value of the gross assets acquired are concentrated in a single identifiable asset or a group of similar identifiable assets. If concentrated in such a manner, the set of assets and activities is not a business. If not concentrated in such a manner, the Company assesses whether the set meets the definition of a business by containing inputs, outputs and at least one substantive process. If the set represents a business, the Company recognizes the fair value of the assets acquired and liabilities assumed, immediately expenses transaction costs and accounts for restructuring plans separately from the business combination. The excess of the cost of the acquisition over the fair value of the net tangible and intangible assets acquired is recorded as goodwill. Alternatively, a gain is recorded equal to the amount by which the fair value of assets purchased exceeds the fair value of liabilities assumed and consideration paid.

If the set of assets and activities do not constitute a business, the transaction is accounted for as an asset acquisition. The cost of a group of assets acquired is allocated to the individual assets acquired or liabilities assumed based on the relative fair value and does not result in the recognition of goodwill. Generally, any excess of the cost of the transaction over the fair value of the individual assets acquired or liabilities assumed, or, in contrast, any excess of the fair value of the individual assets acquired or liabilities assumed over the cost of the transaction, should be allocated on a relative fair value basis. Certain "non-qualifying" assets are excluded from this allocation, and are recognized at the individual asset's fair value.

Results of operations of the acquired business are included in the income statement from the effective date of acquisition. Subsequent adjustments to provisional amounts that are identified in reporting periods within one year after the acquisition date in a business combination are recognized in the reporting period in which the adjustment amounts are determined.
Cash Equivalents

For purposes of the consolidated statements of cash flows, Wintrust considers cash on hand, cash items in the process of collection, non-interest bearing amounts due from correspondent banks, federal funds sold and securities purchased under resale agreements with original maturities of three months or less, to be cash equivalents. There were no securities sold under agreements to repurchase with original maturities of three months or less at December 31, 2024.

Investment Securities

The Company classifies debt and equity securities upon purchase in one of five categories: trading, held-to-maturity debt securities, available-for-sale debt securities, equity securities with a readily determinable fair value or equity securities without a readily determinable fair value. Debt and equity securities held for resale are classified as trading securities. Debt securities for which the Company has the ability and positive intent to hold until maturity are classified as held-to-maturity. All other debt securities are classified as available-for-sale as they may be sold prior to maturity in response to changes in the Company’s interest rate risk profile, funding needs, demand for collateralized deposits by public entities or other reasons. Equity securities are classified based upon whether a readily determinable fair value exists on such security. The fair value of an equity security is readily determinable if it meets certain conditions, including whether sales prices or bid-ask quotes are currently available on certain securities exchanges; traded only in a foreign market that is of a breadth and scope comparable to one of the U.S. markets; or the security is an investment in a mutual fund or similar structure with a fair value per share or unit that is determined and published, and is the basis for current transactions.

Held-to-maturity debt securities are stated at amortized cost, which represents actual cost adjusted for premium amortization and discount accretion using methods that approximate the effective interest method. Available-for-sale debt securities are stated at fair value, with unrealized gains and losses, net of related taxes, included in shareholders’ equity as a separate component of other comprehensive income. Trading account securities and equity securities with a readily determinable fair value are stated at fair value. Realized and unrealized gains and losses from sales and fair value adjustments are included in other non-interest income. Equity securities without a readily determinable fair value are stated at either a calculated net asset value per share, if available, or the cost of the security minus impairment, if any, plus or minus changes resulting from observable price changes in orderly transactions for the identical or similar instrument of the same issuer.

Subsequent to classification at the time of purchase, the Company may transfer debt securities between trading, held-to-maturity, or available-for-sale. For debt securities transferred to trading, the current unrealized gain or loss at the date of transfer, net of related taxes, is immediately recognized in earnings. Debt securities transferred from trading to either held-to-maturity or available-for-sale have already recognized any unrealized gain or loss into earnings and this amount is not reversed. Unrealized gains or losses, net related taxes, for available-for-sale debt securities transferred to held-to-maturity remain as a separate component of other comprehensive income and an offsetting discount or premium is included in the amortized cost of the held-to-maturity debt security. These amounts are amortized over the remaining life of the debt security in equal and offsetting amounts. Unrealized gains or losses for held-to-maturity debt securities transferred to available-for-sale are recognized at the transfer date as a separate component of other comprehensive income, net of related taxes.

Declines in the fair value of held-to-maturity and available-for-sale debt investment securities (with certain exceptions for debt securities noted below) that are deemed to be credit losses are charged to the allowance for credit losses. In evaluating credit impairment, management considers the extent to which the fair value has been less than cost, the financial condition and near-term prospects of the issuer, and the intent and ability of the Company to retain its investment in the issuer for a period of time sufficient to allow for any anticipated recovery in fair value in the near term. Declines in the fair value of debt securities below amortized cost are deemed to be credit losses in circumstances where: (1) the Company has the intent to sell a security; (2) it is more likely than not that the Company will be required to sell the debt security before recovery of its amortized cost basis; or (3) the Company does not expect to recover the entire amortized cost basis of the debt security. If the Company intends to sell a debt security or if it is more likely than not that the Company will be required to sell the debt security before recovery, a credit impairment write-down is recognized in the allowance for credit losses equal to the difference between the debt security’s amortized cost basis and its fair value. If an entity does not intend to sell the debt security or it is not more likely than not that it will be required to sell the debt security before recovery, the credit impairment write-down is separated into an amount representing credit loss, which is recognized in the allowance for credit losses, and an amount related to all other factors, which is recognized in other comprehensive income.

Equity securities with readily determinable fair values are measured at fair value with changes recognized in net income. Equity securities without readily determinable fair values are measured at cost minus impairment, if any, plus or minus changes resulting from observable price changes in orderly transactions for identical or similar investments of the same issuer. Such
investments are included within accrued interest receivable and other assets within the Company's Consolidated Statements of Condition.

Interest and dividends, including amortization of premiums and accretion of discounts, are recognized as interest income when earned. Realized gains and losses on sales (using the specific identification method), unrealized gains and losses on equity securities and declines in value judged to be other-than-temporary are included in non-interest income.

FHLB and FRB Stock

Investments in FHLB and FRB stock are restricted as to redemption and are carried at cost.

Securities Purchased Under Resale Agreements and Securities Sold Under Repurchase Agreements

Securities purchased under resale agreements and securities sold under repurchase agreements are generally treated as collateralized financing transactions and are recorded at the amount at which the securities were acquired or sold plus accrued interest. Securities, consisting of U.S. Treasury, U.S. Government agency and mortgage-backed securities, pledged as collateral under these financing arrangements cannot be sold by the secured party. The fair value of collateral either received from or provided to a third party is monitored and additional collateral is obtained or requested to be returned as deemed appropriate.

Brokerage Customer Receivables

The Company, under an agreement with an out-sourced securities clearing firm, extends credit to its brokerage customers to finance their purchases of securities on margin. The Company receives income from interest charged on such extensions of credit. Brokerage customer receivables represent amounts due on margin balances. Securities owned by customers are held as collateral for these receivables.

Mortgage Loans Held-for-Sale

Mortgage loans are classified as held-for-sale when originated or acquired with the intent to sell the loan into the secondary market. ASC 825, “Financial Instruments” provides entities with an option to report selected financial assets and liabilities at fair value. Mortgage loans classified as held-for-sale are measured at fair value which is typically determined by reference to investor prices for loan products with similar characteristics. Changes in fair value are recognized in mortgage banking revenue.

Market conditions or other developments may change management’s intent with respect to the disposition of these loans and loans previously classified as mortgage loans held-for-sale may be reclassified to the loans held-for-investment portfolio, with the balance transferred continuing to be carried at fair value.

Loans and Leases

Loans are generally reported at the principal amount outstanding, net of unearned income. Interest income is recognized when earned. Loan origination fees and certain direct origination costs are deferred and amortized over the expected life of the loan as an adjustment to the yield using methods that approximate the effective interest method. Finance charges on premium finance receivables are earned over the term of the loan, using a method which approximates the effective yield method.

Leases classified as direct financing leases are included within lease loans, net of unearned income, for financial statement purposes. Direct financing    leases are stated as the sum of remaining minimum lease payments from lessees plus estimated residual values less unearned lease income. Unearned lease income on direct financing leases is recognized over the term of the leases using the effective interest method.

Interest income is not accrued on loans where management has determined that the borrowers may be unable to meet contractual principal or interest obligations, or where interest or principal is 90 days or more past due, unless the loans are adequately secured and in the process of collection. Cash receipts on non-accrual loans are generally applied to the principal balance until the remaining balance is considered collectible, at which time interest income may be recognized when received.

Allowance for Credit Losses

In accordance with ASC 326, “Financial Instruments – Credit Losses” (“ASC 326”), the Company measures the allowance for credit losses at the time of origination or purchase of a financial asset, representing an estimate of lifetime expected credit losses on the related asset. Financial assets include assets measured under the amortized cost basis, including loans, net investments in
leases recognized by a lessor, held-to-maturity debt securities and purchased credit deteriorated (“PCD”) assets at the time of and subsequent to acquisition, and off-balance-sheet credit exposures considered not unconditionally cancellable. In addition to financial assets measured at amortized cost, credit losses related to available-for-sale debt securities are recorded through the allowance for credit losses and not as a direct adjustment to the amortized cost of the securities. The Company elects the collateral maintenance practical expedient under ASC 326 and applies this approach to securities purchased under resale agreements and brokerage customer receivables. In accordance with contractual terms, these assets require underlying collateral to be monitored continuously and replenished when collateral is less than required levels. The Company measures an allowance for credit losses if the carrying balance of such assets exceeds the amount of underlying collateral.

The allowance for credit losses on financial assets held at amortized cost is measured on a collective or pooled basis when similar risk characteristics exist. The Company utilizes modeling methodologies that estimate lifetime credit loss rates on each pool, including methodologies estimating the probability of default and loss given default on specific segments. Credit quality indicators, specifically the Company's internal risk rating systems, reflect how the Company monitors credit losses and represent factors used by the Company when measuring the allowance for credit losses. Historical credit loss history is adjusted for reasonable and supportable forecasts developed by the Company and incorporates third party economic forecasts on a quantitative or qualitative basis. Reasonable and supportable forecasts consider the macroeconomic factors that are most relevant to evaluating and predicting expected credit losses in the Company's financial assets. For periods beyond the ability to develop reasonable and supportable forecasts, the Company reverts to historical loss rates. Qualitative factors assessed by Management include the following:
Changes in the nature and volume of the institution’s financial assets;
Changes in the existence, growth, and effect of any concentrations of credit;
Changes in the volume and severity of past due financial assets, the volume of non-accrual assets, and the volume and severity of adversely classified or graded assets;
Changes in the value of the underlying collateral for loans that are not collateral-dependent;
Changes in the institution’s lending policies and procedures, including changes in underwriting standards and practices for collections, write-offs, and recoveries;
Changes in the quality of the institution’s credit review function;
Changes in the experience, ability, and depth of the institution’s lending, investment, collection, and other relevant management and staff;
The effect of changes in other external factors such as the regulatory, legal and technological environments; competition; and events such as natural disasters; and
Actual and expected changes in international, national, regional, and local economic and business conditions and developments in which the institution operates that affect the collectability of financial assets.

Expected credit losses are measured over the contractual term of the financial asset with consideration of expected prepayments. Expected extensions, renewals or modifications of the financial asset are considered when the expected extension, renewal or modification is contained within the existing agreement and is not unconditionally cancellable.

Financial assets that do not share similar risk characteristics with any pool are assessed for the allowance for credit losses on an individual basis. These typically include assets experiencing financial difficulties, including substandard non-accrual assets. If an individual asset is removed from a pool, the allowance for credit losses for such pool will be measured without considering the removed asset. If foreclosure is probable or the asset is considered collateral-dependent, expected credit losses are measured based upon the fair value of the underlying collateral adjusted for selling costs, if appropriate.

For purchased financial assets that have experienced more-than-insignificant deterioration in credit quality since origination (“PCD assets”), the Company recognizes the sum of the purchase price and estimate of the allowance for credit losses as of the date of acquisition as the initial amortized cost basis. If the estimated allowance for credit losses is recognized under a methodology that is not a discounted cash flow methodology, such allowance for credit losses will be estimated based upon the unpaid principal balance of the financial asset.

The Company does not measure an allowance for credit losses on accrued interest receivable balances if these balances are written off in a timely manner. Write-offs of accrued interest receivable balances are recorded as a reduction to interest income.
Recoveries of financial assets previously written off are recognized when received and recorded as a component of the allowance for credit losses. When measuring the allowance for credit losses, the Company incorporates an estimate of expected recoveries provided the estimate is reasonable and supportable. Write-offs of financial assets are charged-off or deducted from the allowance for credit losses and recorded in the period when the Company concludes that all or a portion of a financial asset is no longer collectible. A provision for credit losses is charged to income based on Management’s periodic evaluation of the factors previously described. Evaluations are conducted at least quarterly and more frequently if deemed necessary.
Mortgage Servicing Rights ("MSRs")

MSRs are recorded in the Consolidated Statements of Condition at fair value in accordance with ASC 860, “Transfers and Servicing.” The Company originates mortgage loans for sale to the secondary market. Certain loans are originated and sold with servicing rights retained. MSRs associated with loans originated and sold, where servicing is retained, are capitalized at the time of sale at fair value based on the future net cash flows expected to be realized for performing the servicing activities, and included in other assets in the Consolidated Statements of Condition. The change in the fair value of MSRs is recorded as a component of mortgage banking revenue in non-interest income in the Consolidated Statements of Income. The Company measures the fair value of MSRs by stratifying the servicing rights into pools based on homogeneous characteristics, such as product type and interest rate. The fair value of each servicing rights pool is calculated based on the present value of estimated future cash flows using a discount rate commensurate with the risk associated with that pool, given current market conditions. Estimates of fair value include assumptions about prepayment speeds, interest rates and other factors which are subject to change over time. Changes in these underlying assumptions could cause the fair value of MSRs to change significantly in the future.

Lease Investments

The Company’s investments in equipment and other assets held on operating leases are reported as lease investments, net. Rental income on operating leases is recognized as income over the lease term on a straight-line basis. Equipment and other assets held on operating leases is stated at cost less accumulated depreciation. Depreciation of the cost of the assets held on operating leases, less any residual value, is computed using the straight-line method over the term of the leases, which is generally seven years or less.

Premises and Equipment

Premises and equipment, including leasehold improvements, are stated at cost less accumulated depreciation and amortization. Depreciation and amortization are computed using the straight-line method over the estimated useful lives of the related assets. Useful lives generally range from two to 15 years for furniture, fixtures and equipment, two to seven years for software and computer-related equipment and seven to 39 years for buildings and improvements. Land improvements are amortized over a period of 15 years and leasehold improvements are amortized over the shorter of the useful life of the improvement or the term of the respective lease including any lease renewals deemed to be reasonably assured. Land, antique furnishings and artwork are not subject to depreciation. Expenditures for major additions and improvements are capitalized, and maintenance and repairs are charged to expense as incurred. Eligible costs related to the configuration, coding, testing and installation of internal use software and qualifying cloud computing arrangements are capitalized.

Long-lived depreciable assets are evaluated periodically for impairment when events or changes in circumstances indicate the carrying amount may not be recoverable. Impairment exists when the expected undiscounted future cash flows of a long-lived asset are less than its carrying value. In that event, a loss is recognized for the difference between the carrying value and the estimated fair value of the asset based on a quoted market price, if applicable, or a discounted cash flow analysis. Impairment losses are recognized in other non-interest expense.

Other Real Estate Owned

Other real estate owned is comprised of real estate acquired in partial or full satisfaction of loans and is included in other assets in the Consolidated Statements of Condition. Other real estate owned is recorded at its estimated fair value less estimated selling costs at the date of transfer. Any excess of the related loan balance over the fair value less expected selling costs is charged to the allowance for credit losses. In contrast, any excess of the fair value less expected selling costs over the related loan balance is recorded as a recovery of prior charge-offs on the loan and, if any portion of the excess exceeds prior charge-offs, as an increase to earnings. Subsequent changes in value are reported as adjustments to the carrying amount, limited to the initial fair value recorded at the date of transfer, and are recorded in other non-interest expense. Gains and losses upon sale, if any, are also charged to other non-interest expense. At December 31, 2024 and 2023, other real estate owned totaled $23.1 million and $13.3 million, respectively.
Goodwill and Other Intangible Assets

Goodwill represents the excess of the cost of a business acquisition over the fair value of net assets acquired. Other intangible assets represent purchased assets that also lack physical substance but can be distinguished from goodwill because of contractual or other legal rights or because the asset is capable of being sold or exchanged either on its own or in combination with a related contract, asset or liability. In accordance with accounting standards, goodwill is not amortized, but rather is tested for impairment on an annual basis or more frequently when events warrant, using a qualitative or quantitative approach. Intangible assets which have finite lives are amortized over their estimated useful lives and also are subject to impairment testing. Intangible assets which have indefinite lives are evaluated each reporting date to determine whether events and circumstances continue to support an indefinite useful life. If an indefinite useful life can no longer be supported for such asset, the intangible asset will be amortized prospectively over the remaining estimated useful life. If an indefinite useful life can be supported, the asset is not amortized, but rather is tested for impairment on an annual basis or more frequently when events warrant, using a qualitative or quantitative approach. The Company’s intangible assets having finite lives are amortized over varying periods not exceeding twenty years.

Bank-Owned Life Insurance ("BOLI")

The Company maintains BOLI on certain individuals. BOLI balances are recorded at their cash surrender values and are included in other assets in the Consolidated Statements of Condition. Changes in the cash surrender values are included in non-interest income. At December 31, 2024 and 2023, BOLI totaled $219.5 million and $160.2 million, respectively.

Derivative Instruments

The Company enters into derivative transactions principally to protect against the risk of adverse price or interest rate movements on the future cash flows or the value of certain assets and liabilities. The Company is also required to recognize certain contracts and commitments, including certain commitments to fund mortgage loans held-for-sale, as derivatives when the characteristics of those contracts and commitments meet the definition of a derivative. The Company accounts for derivatives in accordance with ASC 815, “Derivatives and Hedging,” which requires that all derivative instruments be recorded in the Consolidated Statements of Condition at fair value. The accounting for changes in the fair value of a derivative instrument depends on whether it has been designated and qualifies as part of a hedging relationship and further, on the type of hedging relationship.

Derivative instruments designated in a hedge relationship to mitigate exposure to changes in the fair value of an asset or liability attributable to a particular risk, such as interest rate risk, are considered fair value hedges. Derivative instruments designated in a hedge relationship to mitigate exposure to variability in expected future cash flows, or other types of forecasted transactions, are considered cash flow hedges. Formal documentation of the relationship between a derivative instrument and a hedged asset or liability, as well as the risk-management objective and strategy for undertaking each hedge transaction and an assessment of effectiveness, is required at inception to apply hedge accounting. In addition, formal documentation of ongoing effectiveness testing is required to maintain hedge accounting.

Fair value hedges are accounted for by recording the changes in the fair value of the derivative instrument and the changes in the fair value related to the risk being hedged of the hedged asset or liability on the statement of condition with corresponding offsets recorded in the income statement. The adjustment to the hedged asset or liability is included in the basis of the hedged item, while the fair value of the derivative is recorded as a freestanding asset or liability. Actual cash receipts or payments and related amounts accrued during the period on derivatives included in a fair value hedge relationship are recorded as adjustments to the interest income or expense recorded on the hedged asset or liability.

Cash flow hedges are accounted for by recording the changes in the fair value of the derivative instrument on the statement of condition as either a freestanding asset or liability, with a corresponding offset recorded in other comprehensive income within shareholders’ equity, net of deferred taxes. Amounts are reclassified from accumulated other comprehensive income to interest expense in the period or periods the hedged forecasted transaction affects earnings.

Under both the fair value and cash flow hedge scenarios, changes in the fair value of derivatives not considered to be highly effective in hedging the change in fair value or the expected cash flows of the hedged item are recognized in earnings as non-interest income during the period of the change.

Derivative instruments that are not designated as hedges according to accounting guidance are reported on the statement of condition at fair value and the changes in fair value are recognized in earnings as non-interest income during the period of the change.
Commitments to fund mortgage loans (i.e. interest rate locks) to be sold into the secondary market and forward commitments for the future delivery of these mortgage loans are accounted for as derivatives and are not designated in hedging relationships. Fair values of these mortgage derivatives are estimated primarily based on changes in mortgage rates from the date of the commitments. Changes in the fair values of these derivatives are included in mortgage banking revenue.

Forward currency and commodity contracts used to manage foreign exchange risk and commodity price risk, respectively, associated with certain assets are accounted for as derivatives and are not designated in hedging relationships. Such derivatives are recorded at fair value based on prevailing currency and commodity exchange rates at the measurement date. Changes in the fair values of these derivatives are recognized in earnings as non-interest income during the period of change.

Periodically, the Company sells options to an unrelated bank or dealer for the right to purchase certain securities held within its investment portfolios (“covered call options”). These option transactions are designed primarily as an economic hedge to compensate for net interest margin compression by increasing the total return associated with holding the related securities as earning assets by using fee income generated from these options. These transactions are not designated in hedging relationships pursuant to accounting guidance and, accordingly, changes in fair values of these contracts, are reported in other non-interest income.

The Company periodically purchases options for the right to purchase securities not currently held within its investment portfolios or enters into interest rate swaps in which the Company elects to not designate such derivatives as hedging instruments. These option and swap transactions are designed primarily to economically hedge a portion of the fair value adjustments related to the Company’s mortgage servicing rights portfolio. The gain or loss associated with these derivative contracts are included in mortgage banking revenue.

Trust Assets, Assets Under Management and Brokerage Assets

Assets held in fiduciary or agency capacity for customers are not included in the consolidated financial statements as they are not assets of Wintrust or its subsidiaries. Fee income is recognized on an accrual basis and is included as a component of non-interest income.

Income Taxes

Wintrust and its subsidiaries file a consolidated Federal income tax return. Income tax expense is based upon income in the consolidated financial statements rather than amounts reported on the income tax return. Deferred tax assets and liabilities are recognized for the estimated future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using currently enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized as an income tax benefit or income tax expense in the period that includes the enactment date.

Positions taken in the Company’s tax returns may be subject to challenge by the taxing authorities upon examination. In accordance with applicable accounting guidance, uncertain tax positions are initially recognized in the financial statements when it is more likely than not the positions will be sustained upon examination by the tax authorities. Such tax positions are both initially and subsequently measured as the largest amount of tax benefit that is greater than 50% likely of being realized upon settlement with the tax authority, assuming full knowledge of the position and all relevant facts. Interest and penalties on income tax uncertainties are classified within income tax expense in the income statement.

The Company has elected to apply the deferral method for acquired investments that generate investment tax credits (ITCs). This includes solar tax credit investments. Under this approach, the ITCs are recorded as an offset to the related investment on the balance sheet, with credit amounts being recognized in earnings over the life of the investment within the same income or expense accounts as used for the investment.

Stock-Based Compensation Plans

In accordance with ASC 718, “Compensation — Stock Compensation,” compensation cost is measured as the fair value of the awards on their date of grant. A Black-Scholes model is utilized to estimate the fair value of stock options and a Monte-Carlo simulation model is used to estimate the fair value of performance awards with a market condition metric. The market price of the Company’s stock at the date of grant is used to estimate the fair value of time-vested restricted stock awards and performance awards with a performance metric. Compensation cost is recognized over the required service period, generally
defined as the vesting period. For awards with graded vesting, compensation cost is recognized on a straight-line basis over the requisite service period for the entire award.

Accounting guidance permits for the recognition of stock based compensation for the number of awards that are ultimately expected to vest. As a result, recognized compensation expense for stock options and restricted share awards is reduced for estimated forfeitures prior to vesting. Forfeitures rates are estimated for each type of award based on historical forfeiture experience. Estimated forfeitures will be reassessed in subsequent periods and may change based on new facts and circumstances. The Company issues new shares to satisfy option exercises and vesting of restricted shares.

Comprehensive Income

Comprehensive income consists of net income and other comprehensive income. Other comprehensive income includes unrealized gains and losses on available-for-sale debt securities, net of deferred taxes, changes in deferred unrealized gains and losses on investment securities transferred from available-for-sale debt securities to held-to-maturity debt securities, net of deferred taxes, adjustments related to cash flow hedges, net of deferred taxes, and foreign currency translation adjustments, net of deferred taxes. The Company has a policy for releasing the income tax effects from accumulated other comprehensive income using an individual security approach.

Stock Repurchases

The Company periodically repurchases shares of its outstanding common stock through open market purchases or other methods. Repurchased shares are recorded as treasury shares on the trade date using the treasury stock method, and the cash paid is recorded as treasury stock.

Foreign Currency Translation

The Company revalues assets and liabilities denominated in non-U.S. currencies into U.S. dollars at the end of each month using applicable exchange rates and revenue and expenses are revalued using a daily spot rate.
Gains and losses relating to translating functional currency financial statements for U.S. reporting are included in other comprehensive income. Gains and losses relating to the re-measurement of transactions to the functional currency are reported in the Consolidated Statements of Income.

Going Concern

In connection with preparing financial statements for each reporting period, the Company evaluates whether conditions or events, considered in the aggregate, exist that would raise substantial doubt about the Company's ability to continue as a going concern within one year after the date the financial statements are issued. If substantial doubt exists, specific disclosures are required to be included in the Company's financial statements issued. Through its evaluation, the Company did not identify any conditions or events that would raise substantial doubt about the Company's ability to continue as a going concern within one year of the issuance of these consolidated financial statements.

Accounting Pronouncements and Other Regulatory Rules Newly Adopted

Equity Method and Joint Ventures - Investments in Tax Credit Structures

In March 2023, the FASB issued ASU No. 2023-02, “Investments-Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method,” which allows reporting entities the option to apply the proportional amortization method to other tax credit programs besides the Low-Income Housing Tax Credit structures. The guidance requires application of the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing the method at the reporting level entity level. The Company adopted ASU No. 2023-02 as of January 1, 2024. Adoption of this standard did not have a material impact on the Company’s consolidated financial statements.

Segment Reporting

In November 2023, the FASB issued ASU No. 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures,” to enhance public entity disclosures regarding significant segment expenses which are regularly reported to an entity’s chief operating decision-maker (“CODM”) and included in a segment’s reported profit or loss. This ASU requires disclosure of the amount and composition of “other segment items”, the title and position of the CODM, and how the CODM
uses reported measures of profit or loss to assess segment performance. Further, the guidance requires certain segment disclosures previously provided only annually, on an interim basis. The Company adopted ASU No. 2023-07 as of January 1, 2024. Refer to Note (24) “Segment Information” for further information regarding the adoption of this standard.
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Recent Accounting Pronouncements
12 Months Ended
Dec. 31, 2024
Accounting Standards Update and Change in Accounting Principle [Abstract]  
Recent Accounting Pronouncements Recent Accounting Pronouncements
Income Tax Disclosures

In December 2023, the FASB issued ASU No. 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures,” to enhance the transparency and decision usefulness of income tax disclosures. This ASU requires annually that all entities disclose increasingly disaggregated information on amount of income taxes paid. Further, this ASU requires annually that all public entities must disclose specific categories in the rate reconciliation and provide additional information for reconciling items that meet a specific quantitative threshold. This guidance is effective for fiscal years beginning after December 15, 2024 and is to be applied either on prospective basis or retrospective basis. Early adoption is permitted. The Company expects that adopting this new guidance will have an impact to disclosures only.

Compensation – Scope Application of Profits Interest and Similar Awards

In March 2024, the FASB issued ASU No. 2024-01, “Compensation Stock Compensation (Topic 718): Scope Application of Profits Interest and Similar Awards” which clarifies the guidance by providing an illustrative example to demonstrate how an entity should apply the scope guidance in Topic 718 when determining whether profits interest and similar awards should be accounted for in accordance with Topic 718. For public business entities, this guidance is effective for fiscal years beginning after December 15, 2024, including interim periods therein, and is to be applied either on a prospective basis or retrospective basis. Early adoption is permitted. The Company does not expect this guidance to have a material impact on the Company’s consolidated financial statements.

Disaggregation of Income Statement Expenses

In November 2024, the FASB issued ASU No. 2024-03, “Income Statement Reporting Comprehensive Income Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses”, which requires public business entities to disclose additional information about specific expense categories including employee compensation, depreciation, intangible asset amortization, etc., as well as qualitative descriptions of certain expenses, in the notes to the financial statements. This guidance is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027. The guidance is to be applied either prospectively or retrospectively. Early adoption is permitted. The Company is currently evaluating the impact of adopting this new guidance on the consolidated financial statements.

Induced Conversions of Convertible Debt Instruments

In November 2024, the FASB issued ASU No. 2024-04, “Debt Debt with Conversion and Other Options (Subtopic 470-20): Induced Conversions of Convertible Debt Instruments” to clarify the requirements for determining whether certain settlements of convertible debt instruments should be accounted for as an induced conversion. This guidance is effective for fiscal years beginning after December 15, 2025, including interim periods therein, and is to be applied either on a prospective basis or retrospective basis. Early adoption is permitted. The Company is currently evaluating the impact of adopting this new guidance on the consolidated financial statements.
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Investment Securities
12 Months Ended
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]  
Investment Securities Investment Securities
A summary of the available-for-sale and held-to-maturity investment securities portfolios presenting carrying amounts and gross unrealized gains and losses as of December 31, 2024 and 2023 is as follows:
 December 31, 2024December 31, 2023
(In thousands)
Amortized
Cost
Gross
unrealized
gains
Gross
unrealized
losses
Fair ValueAmortized
Cost
Gross
unrealized
gains
Gross
unrealized
losses
Fair Value
Available-for-sale securities
U.S. Treasury$37,858 $49 $ $37,907 $6,960 $$— $6,968 
U.S. government agencies50,000  (5,055)44,945 50,000 — (4,876)45,124 
Municipal188,405 528 (4,340)184,593 144,299 657 (3,998)140,958 
Corporate notes:
Financial issuers83,997  (3,828)80,169 83,996 — (8,456)75,540 
Other1,000  (7)993 1,000 — (9)991 
Mortgage-backed: (1)
Residential mortgage-backed securities4,106,641 284 (553,287)3,553,638 3,505,012 1,392 (446,784)3,059,620 
Commercial (multi-family) mortgage-baked securities19,064 23 (755)18,332 13,201 68 (289)12,980 
Collateralized mortgage obligations238,574 1,187 (18,856)220,905 175,346 1,400 (16,012)160,734 
Total available-for-sale securities$4,725,539 $2,071 $(586,128)$4,141,482 $3,979,814 $3,525 $(480,424)$3,502,915 
Held-to-maturity securities
U.S. government agencies$313,539 $ $(69,127)$244,412 $336,468 $— $(67,058)$269,410 
Municipal161,016 243 (5,290)155,969 172,933 565 (3,778)169,720 
Mortgage-backed: (1)
Residential mortgage-backed securities2,864,927  (605,014)2,259,913 3,042,828 1,922 (549,265)2,495,485 
Commercial (multi-family) mortgage-backed securities6,364  (252)6,112 6,415 — (184)6,231 
Collateralized mortgage obligations211,023 815 (22,683)189,155 241,075 978 (21,502)220,551 
Corporate notes56,851 8 (1,870)54,989 57,544 (3,480)54,071 
Total held-to-maturity securities$3,613,720 $1,066 $(704,236)$2,910,550 $3,857,263 $3,472 $(645,267)$3,215,468 
Less: Allowance for credit losses(457)(347)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 $3,856,916 
Equity securities with readily determinable fair value $220,758 $2,905 $(8,251)$215,412 $143,312 $3,500 $(7,544)$139,268 
(1)None of our mortgage-backed securities are subprime.

Equity securities without readily determinable fair values totaled $65.1 million as of December 31, 2024 and $60.0 million as of December 31, 2023. Equity securities without readily determinable fair values are included as part of accrued interest receivable and other assets in the Company’s Consolidated Statements of Condition. The Company monitors its equity investments without readily determinable fair values to identify potential transactions that may indicate an observable price change in orderly transactions for the identical or a similar investment of the same issuer, requiring adjustment to its carrying amount. The Company recorded no upward and no downward adjustments related to such observable price changes in 2024 or 2023. The Company conducts a quarterly assessment of its equity securities without readily determinable fair values to determine whether impairment exists in such equity securities, considering, among other factors, the nature of the securities, financial condition of the issuer and expected future cash flows. During the years ended December 31, 2024 and December 31, 2023, the Company recorded $3.7 million and $688,000, respectively, of impairment of equity securities without readily determinable fair values.
The following tables present the portion of the Company’s available-for-sale investment securities portfolios which had gross unrealized losses, reflecting the length of time that individual securities have been in a continuous unrealized loss position at December 31, 2024 and 2023, respectively:
 
As of December 31, 2024
Continuous unrealized
losses existing for less
than 12 months
Continuous unrealized
losses existing for
greater than 12 months
Total
(In thousands)
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Available-for-sale securities
U.S. government agencies$44,945 $(5,055)$— $— $44,945 $(5,055)
Municipal52,344 (3,536)83,517 (804)135,861 (4,340)
Corporate notes:
Financial issuers80,169 (3,828)— — 80,169 (3,828)
Other993 (7)— — 993 (7)
Mortgage-backed: (1)
Residential mortgage-backed securities2,212,780 (519,164)1,327,534 (34,123)3,540,314 (553,287)
Commercial (multi-family) mortgage backed securities3,134 (390)12,204 (365)15,338 (755)
Collateralized mortgage obligations65,874 (18,841)7,428 (15)73,302 (18,856)
Total available-for-sale securities$2,460,239 $(550,821)$1,430,683 $(35,307)$3,890,922 $(586,128)
(1)None of our mortgage-backed securities are subprime.
As of December 31, 2023
Continuous unrealized
losses existing for less
than 12 months
Continuous unrealized
losses existing for
greater than 12 months
Total
(In thousands)
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Available-for-sale securities
U.S. government agencies$— $— $45,124 $(4,876)$45,124 $(4,876)
Municipal36,519 (513)58,216 (3,485)94,735 (3,998)
Corporate notes:
Financial issuers— — 75,540 (8,456)75,540 (8,456)
Other991 (9)— — 991 (9)
Mortgage-backed: (1)
Mortgage-backed securities333,879 (1,170)2,374,724 (445,614)2,708,603 (446,784)
Commercial (multi-family) mortgage backed securities9,953 (289)— — 9,953 (289)
Collateralized mortgage obligations— — 75,101 (16,012)75,101 (16,012)
Total available-for-sale securities$381,342 $(1,981)$2,628,705 $(478,443)$3,010,047 $(480,424)
(1)None of our mortgage-backed securities are subprime.

The Company conducts a regular assessment of its investment securities to determine whether securities are experiencing credit losses. Factors for consideration include the nature of the securities, credit ratings or financial condition of the issuer, the extent of the unrealized loss, expected cash flows, market conditions and the Company’s ability to hold the securities through the anticipated recovery period.

The Company does not consider available-for-sale securities with unrealized losses at December 31, 2024 to be experiencing credit losses and recognized no resulting allowance for credit losses for such individually assessed credit losses. The Company does not intend to sell these investments and it is more likely than not that the Company will not be required to sell these investments before recovery of the amortized cost bases, which may be the maturity dates of the securities. The unrealized losses within each category have occurred as a result of changes in interest rates, market spreads and market conditions subsequent to purchase. Available-for-sale securities with continuous unrealized losses existing for more than twelve months at December 31, 2024 were primarily mortgage-backed securities with unrealized losses due to increased market rates during such period.
See Note (5) “Allowance for Credit Losses” for further discussion regarding any credit losses associated with held-to-maturity securities at December 31, 2024.

The following table provides information as to the amount of gross gains and losses, adjustments and impairment on investment securities recognized in earnings and proceeds received through the sale or call of investment securities:
 Years Ended December 31,
(In thousands)
202420232022
Realized gains on investment securities$2,704 $1,136 $461 
Realized losses on investment securities(276)(71)(22)
Net realized gains on investment securities2,428 1,065 439 
Unrealized gains on equity securities with readily determinable fair value4,451 5,428 1,154 
Unrealized losses on equity securities with readily determinable fair value(5,751)(4,280)(9,862)
Net unrealized (losses) gains on equity securities with readily determinable fair value(1,300)1,148 (8,708)
Impairment of equity securities without readily determinable fair values(3,730)(688)(12,158)
Adjustment and impairment, net, of equity securities without readily determinable fair values(3,730)(688)(12,158)
(Losses) gains on investment securities, net$(2,602)$1,525 $(20,427)
Proceeds from sales of equity securities with readily determinable fair value$51,792 $23,592 $31,753 
Proceeds from sales and capital distributions of equity securities without readily determinable fair value2,226 67 1,330 

Net gains/losses on investment securities resulted in income tax (benefit) expense of $(676,520), $403,000 and $(5.4) million in 2024, 2023 and 2022, respectively.
The amortized cost and fair value of investment securities as of December 31, 2024 and December 31, 2023, by contractual maturity, are shown in the following table. Contractual maturities may differ from actual maturities as borrowers may have the right to call or repay obligations with or without call or prepayment penalties. Mortgage-backed securities are not included in the maturity categories in the following maturity summary as actual maturities may differ from contractual maturities because the underlying mortgages may be called or prepaid without penalties:
 
 December 31, 2024December 31, 2023
(In thousands)
Amortized
Cost
Fair ValueAmortized
Cost
Fair Value
Available-for-sale securities
Due in one year or less$89,578 $89,392 $53,162 $52,945 
Due in one to five years157,883 153,325 132,348 123,985 
Due in five to ten years89,125 84,240 82,040 76,869 
Due after ten years24,674 21,650 18,705 15,782 
Mortgage-backed4,364,279 3,792,875 3,693,559 3,233,334 
Total available-for-sale securities$4,725,539 $4,141,482 $3,979,814 $3,502,915 
Held-to-maturity securities
Due in one year or less$18,929 $18,658 $5,169 $5,142 
Due in one to five years110,897 108,056 109,602 105,835 
Due in five to ten years71,846 70,277 99,700 98,718 
Due after ten years329,734 258,379 352,474 283,506 
Mortgage-backed3,082,314 2,455,180 3,290,318 2,722,267 
Total held-to-maturity securities$3,613,720 $2,910,550 $3,857,263 $3,215,468 
Less: Allowance for credit losses(457)(347)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 $3,856,916 

At December 31, 2024 and December 31, 2023, securities having a carrying value of $6.9 billion were pledged as collateral for public deposits, trust deposits, FHLB advances, FRB discount window, securities sold under repurchase agreements, and derivatives. At December 31, 2024, there were no securities of a single issuer, other than U.S. government-sponsored agency securities, which exceeded 10% of shareholders’ equity.
v3.25.0.1
Loans
12 Months Ended
Dec. 31, 2024
Receivables [Abstract]  
Loans Loans
The following table shows the Company’s loan portfolio by category as of the dates shown:

(Dollars in thousands)December 31, 2024December 31, 2023
Balance:
Commercial$15,574,551 $12,832,053 
Commercial real estate12,903,944 11,344,164 
Home equity445,028 343,976 
Residential real estate3,612,765 2,769,666 
Premium finance receivables—property & casualty7,272,042 6,903,529 
Premium finance receivables—life insurance8,147,145 7,877,943 
Consumer and other99,562 60,500 
Total loans, net of unearned income$48,055,037 $42,131,831 
Mix:
Commercial32 %30 %
Commercial real estate27 27 
Home equity1 
Residential real estate8 
Premium finance receivables—property & casualty15 16 
Premium finance receivables—life insurance17 19 
Consumer and other0 
Total loans, net of unearned income100 %100 %

The Company’s loan portfolio is generally comprised of loans to consumers and small to medium-sized businesses, which, for the commercial and commercial real estate portfolios, are located primarily within the geographic market areas that the banks serve. Various niche lending businesses, including lease finance and franchise lending, operate on a national level. The premium finance receivables portfolios are made to customers throughout the United States and Canada. The Company strives to maintain a loan portfolio that is diverse in terms of loan type, industry, borrower and geographic concentrations. Such diversification reduces the exposure to economic downturns that may occur in different segments of the economy or in different industries.

Certain premium finance receivables are recorded net of unearned income. The unearned income portions of such premium finance receivables were $267.7 million and $285.4 million at December 31, 2024 and 2023, respectively.

Total loans, excluding PCD loans, include net deferred loan fees and costs and fair value purchase accounting adjustments totaling $78.2 million at December 31, 2024 and $84.2 million at December 31, 2023.

Certain real estate loans, including mortgage loans held-for-sale, commercial, consumer, and home equity loans with balances totaling approximately $23.7 billion and $21.1 billion at December 31, 2024 and 2023, respectively, were pledged as collateral to secure the availability of borrowings from certain federal agency banks. At December 31, 2024, approximately $15.1 billion of these pledged loans are included in a pledge of qualifying loans to the FHLB. The remaining $8.6 billion of pledged loans was used to secure potential borrowings at the FRB discount window. At December 31, 2024 and 2023, the banks had outstanding borrowings of $3.2 billion and $2.3 billion from the FHLB in connection with these collateral arrangements. See Note (11) “Federal Home Loan Bank Advances” for a summary of these borrowings.

It is the policy of the Company to review each prospective credit in order to determine the appropriateness and, when required, the adequacy of security or collateral necessary to obtain when making a loan. The type of collateral, when required, will vary from liquid assets to real estate. The Company seeks to assure access to collateral, in the event of default, through adherence to state lending laws and the Company’s credit monitoring procedures.
Acquired Loan Information — PCD Loans

As part of the Company’s prior acquisitions, the Company acquired loans that were classified as PCD based upon various factors as of the acquisition date, including internal risk rating methodologies and prior performance under the acquiree. The following table provides estimated details as of the date of acquisition on PCD loans acquired in 2024:
(In thousands)Macatawa
Contractually required payments (unpaid principal balance)$169,472 
Allowance for credit losses(3,004)
Discount, net of any premium(4,529)
    Purchase price of PCD loans acquired$161,939 
v3.25.0.1
Allowance for Credit Losses
12 Months Ended
Dec. 31, 2024
Credit Loss [Abstract]  
Allowance for Credit Losses Allowance for Credit Losses
In accordance with ASC 326, the Company is required to measure the allowance for credit losses of financial assets with similar risk characteristics on a collective or pooled basis. In considering the segmentation of financial assets measured at amortized cost into pools, the Company considered various risk characteristics in its analysis. Generally, the segmentation utilized represents the level at which the Company develops and documents its systematic methodology to determine the allowance for credit losses for the financial asset held at amortized cost, specifically the Company’s loan portfolio and debt securities classified as held-to-maturity. Below is a summary of the Company’s loan portfolio segments and major debt security types:

Commercial loans: The Company makes commercial loans for many purposes, including working capital lines and leasing arrangements, that are generally renewable annually and supported by business assets, personal guarantees and additional collateral. Underlying collateral includes receivables, inventory, enterprise value and the assets of the business. Commercial business lending is generally considered to involve a slightly higher degree of risk than traditional consumer bank lending. This portfolio includes a range of industries, including manufacturing, restaurants, franchise, professional services, equipment finance and leasing, mortgage warehouse lending and industrial. Individually assessed collateral dependent commercial loans are primarily collateralized by equipment and the enterprise value or assets of the specific business.

Commercial real estate loans, including construction and development, and non-construction: The Company’s commercial real estate loans are generally secured by a first mortgage lien and assignment of rents on the underlying property (utilized in related assessment of individually assessed collateral dependent loans). Since most of the Company’s bank branches are located in the Chicago metropolitan area, southern Wisconsin, and west Michigan, a significant portion of the Company’s commercial real estate loan portfolio is located in this region. As the risks and circumstances of such loans in construction phase vary from that of non-construction commercial real estate loans, the Company assesses the allowance for credit losses separately for these two segments.

Home equity loans: The Company’s home equity loans and lines of credit are primarily originated by each of the bank subsidiaries in their local markets where there is a strong understanding of the underlying real estate value. The Company’s banks monitor and manage these loans, and conduct an automated review of all home equity lines of credit at least twice per year. This review collects FICO and Bankruptcy scores for each home equity borrower and identifies situations where the credit strength of the borrower is declining. When other specific events occur that may influence repayment, information such as tax liens or judgments is collected. The bank subsidiaries use this information to manage loans that may be higher risk and to determine whether to obtain additional credit information or updated property valuations. In a limited number of cases, the Company may issue home equity credit together with first mortgage financing, and requests for such financing are evaluated on a combined basis.

Residential real estate loans, including early buy-out loans guaranteed by U.S. government agencies: The Company’s residential real estate portfolio includes one- to four-family adjustable rate mortgages, construction loans to individuals and bridge financing loans for qualifying customers as well as certain long-term fixed rate loans. The Company’s residential mortgages relate to properties located principally in the Chicago metropolitan area, California, southern Wisconsin and west Michigan. Due to interest rate risk considerations, the Company generally sells in the secondary market loans originated with long-term fixed rates, for which we receive fee income. The Company also selectively retains certain of these loans within the banks’ own loan portfolios where they are non-agency conforming, or where the terms of the loans make them favorable to retain. Since this loan portfolio consists primarily of locally originated loans, and since the majority of the borrowers are longer-term customers with lower LTV ratios, the Company may face a relatively low risk of borrower default and delinquency. Collateral dependent residential real estate loans that are individually assessed when measuring the allowance for credit losses
are primarily collateralized by such one-to-four family properties noted above. It is not the Company’s current practice to underwrite, and there are no plans to underwrite subprime, Alt A, no or little documentation loans, or option ARM loans.

Additionally, early buy-out loans guaranteed by U.S. government agencies include loans in which the Company is eligible or has exercised its option under the Government National Mortgage Association (“GNMA”) securitization program to repurchase certain delinquent mortgage loans. Such loans were previously transferred by the Company with servicing of such loans retained. Early buy-out loans are insured or guaranteed by the Federal Housing Administration (“FHA”) or the U.S. Department of Veterans Affairs, subject to indemnifications and insurance limits for certain loans.

Premium finance receivables: The Company makes loans to finance insurance premiums related to property and casualty insurance policies. The loans are indirectly originated by working through independent medium and large insurance agents and brokers located throughout the United States and Canada. The insurance premiums financed are primarily for commercial customers’ purchases of liability, property and casualty and other commercial insurance. This lending involves relatively rapid turnover of the loan portfolio and high volume of loan originations. The Company performs ongoing credit and other reviews of the agents and brokers, and performs various internal audit steps to mitigate against the risk of fraud.

The Company also originates life insurance premium finance receivables. These loans are originated directly with the borrowers with assistance from life insurance carriers, independent insurance agents, financial advisors and legal counsel. The life insurance policy is the primary form of collateral. In addition, these loans often are secured with a letter of credit, marketable securities or certificates of deposit. In some cases, the Company may make a loan that has a partially unsecured position.

Consumer and other loans: Included in the consumer and other loan category is a wide variety of personal and consumer loans to individuals. The Company originates consumer loans in order to provide a wider range of financial services to its customers. Consumer loans generally have shorter terms and higher interest rates than mortgage loans but generally involve more credit risk than mortgage loans due to the type and nature of the collateral.

U.S. government agency securities: This security type includes debt obligations of certain government-sponsored entities of the U.S. government such as the Federal Home Loan Bank, Federal Agricultural Mortgage Corporation, Federal Farm Credit Banks Funding Corporation and Fannie Mae. Such securities often contain an explicit or implicit guarantee of the U.S. government.

Municipal securities: The Company’s municipal securities portfolio includes bond issues for various municipal government entities located throughout the United States, including the Chicago metropolitan area, southern Wisconsin and west Michigan, some of which are privately placed and non-rated. Though the risk of loss is typically low, default history exists on municipal securities within the United States.

Mortgage-backed securities: This security type includes debt obligations supported by pools of individual mortgage loans and issued by certain government-sponsored entities of the U.S. government such as Freddie Mac and Fannie Mae. Such securities are considered to contain an implicit guarantee of the U.S. government.

Corporate notes: The Company’s corporate notes portfolio includes bond issues for various public companies representing a diversified population of industries. The risk of loss in this portfolio is considered low based on the characteristics of the investments.

In accordance with ASC 326, the Company elected to not measure an allowance for credit losses on accrued interest. As such, accrued interest is written off in a timely manner when deemed uncollectible. Any such write-off of accrued interest will reverse previously recognized interest income. In addition, the Company elected to not include accrued interest within presentation and disclosures of the carrying amount of financial assets held at amortized cost. This election is applicable to the various disclosures included within the Company’s financial statements. Accrued interest related to financial assets held at amortized cost is included within accrued interest receivable and other assets within the Company’s Consolidated Statements of Condition and totaled $332.8 million at December 31, 2024 and $304.5 million at December 31, 2023.
The tables below show the aging of the Company’s loan portfolio by the segmentation noted above at December 31, 2024 and 2023.
 
As of December 31, 2024
(In thousands)
Nonaccrual90+ days
and still
accruing
60-89
days past
due
30-59
days past
due
CurrentTotal Loans
Loan Balances (includes PCD):
Commercial$73,490 $104 $54,844 $92,551 $15,353,562 $15,574,551 
Commercial real estate:
Construction and development2,282  1,339 4,634 2,425,826 2,434,081 
Non-construction18,760  9,182 26,132 10,415,789 10,469,863 
Home equity1,117  1,233 2,148 440,530 445,028 
Residential real estate loans, excluding early buy-out loans23,762 — 5,708 18,917 3,407,622 3,456,009 
Premium finance receivables
Property & casualty insurance loans28,797 16,031 19,042 68,219 7,139,953 7,272,042 
Life insurance loans6,431  72,963 36,405 8,031,346 8,147,145 
Consumer and other2 47 59 882 98,572 99,562 
Total loans, net of unearned income, excluding early buy-out loans$154,641 $16,182 $164,370 $249,888 $47,313,200 $47,898,281 
Early buy-out loans guaranteed by U.S. government agencies (1)
 33,952 618 2,335 119,851 156,756 
Total loans, net of unearned income$154,641 $50,134 $164,988 $252,223 $47,433,051 $48,055,037 
As of December 31, 2023
(In thousands)
Nonaccrual90+ days
and still
accruing
60-89
days past
due
30-59
days past
due
CurrentTotal Loans
Loan Balances (includes PCD):
Commercial$38,940 $98 $19,488 $85,743 $12,687,784 $12,832,053 
Commercial real estate
Construction and development2,205 — 251 1,343 2,080,242 2,084,041 
Non-construction33,254 — 8,264 19,291 9,199,314 9,260,123 
Home equity1,341 — 62 2,263 340,310 343,976 
Residential real estate loans, excluding early buy-out loans15,391 — 2,325 22,942 2,578,425 2,619,083 
Premium finance receivables
Property & casualty insurance loans27,590 20,135 23,236 50,437 6,782,131 6,903,529 
Life insurance loans— — 16,206 45,464 7,816,273 7,877,943 
Consumer and other22 54 25 165 60,234 60,500 
Total loans, net of unearned income, excluding early buy-out loans$118,743 $20,287 $69,857 $227,648 $41,544,713 $41,981,248 
Early buy-out loans guaranteed by U.S. government agencies (1)
— 57,688 250 328 92,317 150,583 
Total loans, net of unearned income$118,743 $77,975 $70,107 $227,976 $41,637,030 $42,131,831 
(1)Early buy-out loans are insured or guaranteed by the FHA or the U.S. Department of Veterans Affairs, subject to indemnifications and insurance limits for certain loans.
Credit Quality Indicators

Credit quality indicators, specifically the Company’s internal risk rating systems, reflect how the Company monitors credit losses and represents factors used by the Company when measuring the allowance for credit losses. The following discusses the Company’s credit quality indicators by financial asset.
Loan portfolios

The Company’s ability to manage credit risk depends in large part on its ability to properly identify and manage problem loans. To do so, the Company operates a credit risk rating system under which credit management personnel assign a credit risk rating (1 to 10 rating, with higher scores indicating higher risk) to each loan at the time of origination and review loans on a regular basis. For loans measured at amortized cost, these credit risk ratings are also an important aspect of the Company’s allowance for credit losses measurement methodology. The credit risk rating structure and classifications are shown below:

Pass (risk rating 1 to 5): Based on various factors (liquidity, leverage, etc.), the Company believes asset quality is acceptable and is deemed to not require additional monitoring by the Company.

Special mention (risk rating 6): Assets in this category are currently protected, potentially weak, but not to the point of substandard classification. Loss potential is moderate if corrective action is not taken.

Substandard accrual (risk rating 7): Assets in this category have well defined weaknesses that jeopardize the liquidation of the debt. Loss potential is distinct but with no discernible impairment.

Substandard nonaccrual/doubtful (risk rating 8 and 9): Assets have all the weaknesses in those classified “substandard accrual” with the added characteristic that the weaknesses make collection or liquidation in full, on the basis of current existing facts, conditions, and values, improbable.

Loss/fully charged-off (risk rating 10): Assets in this category are considered fully uncollectible. As such, these assets have no carrying balance on the Company's Consolidated Statements of Condition.

Early buy-out loans guaranteed by U.S. government agencies: These loans are measured at fair value and thus excluded from the measurement of the allowance for credit losses. Credit risk rating assigned to such loans are considered in the measurement of fair value as well as related guarantees provided by the FHA or the U.S. Department of Veterans Affairs, subject to indemnifications and insurance limits for certain loans.

Generally, each loan officer is responsible for monitoring his or her loan portfolio, recommending a credit risk rating for each loan in his or her portfolio and ensuring the credit risk ratings are appropriate. These credit risk ratings are then ratified by the bank’s chief credit officer and/or concurrence credit officer. Credit risk ratings are determined by evaluating a number of factors including: a borrower’s financial strength, cash flow coverage, collateral protection and guarantees.

The Company’s Problem Loan Reporting system includes all such loans described above with credit risk ratings of 6 through 9. This system is designed to provide an on-going detailed tracking mechanism for each problem loan. Once management determines that a loan has deteriorated to a point where it has a credit risk rating of 6 or worse, the Company’s Managed Asset Division performs an overall credit and collateral review. As part of this review, all underlying collateral is identified and the valuation methodology is analyzed and tracked. As a result of this initial review by the Company’s Managed Asset Division, the credit risk rating is reviewed and a portion of the outstanding loan balance may be deemed uncollectible and, as a result, no longer share similar risk characteristics as its related pool. If that is the case, the individual loan is considered collateral dependent and individually assessed for an allowance for credit loss. The Company’s individual assessment utilizes an independent re-appraisal of the collateral (unless such a third-party evaluation is not possible due to the unique nature of the collateral, such as a closely-held business or thinly traded securities). In the case of commercial real estate collateral, an independent third party appraisal is ordered by the Company’s Real Estate Services Group to determine if there has been any change in the underlying collateral value. These independent appraisals are reviewed by the Real Estate Services Group and sometimes by independent third party valuation experts and may be adjusted depending upon market conditions.

Through the credit risk rating process, such loans are reviewed to determine if they are performing in accordance with the original contractual terms. If the borrower has failed to comply with the original contractual terms, further action may be required by the Company, including a downgrade in the credit risk rating, movement to non-accrual status or a charge-off. If the Company determines that a loan amount or portion thereof is uncollectible, the loan’s credit risk rating is immediately downgraded to an 8 or 9 and the uncollectible amount is charged-off. Any loan that has a partial charge-off continues to be assigned a credit risk rating of an 8 or 9 for the duration of time that a balance remains outstanding. The Company undertakes a thorough and ongoing analysis to determine if additional impairment and/or charge-offs are appropriate and to begin a workout plan for the credit to minimize actual losses. In determining the appropriate charge-off for collateral-dependent loans, the Company considers the results of appraisals for the associated collateral.
The table below shows the Company’s loan portfolio by credit quality indicator and year of origination at December 31, 2024:

As of December 31, 2024
Year of OriginationRevolvingTotal
(In thousands)20242023202220212020PriorRevolvingto TermLoans
Loan Balances:
Commercial, industrial and other
Pass$3,361,218 $2,217,568 $1,628,315 $1,139,059 $424,974 $1,035,390 $5,111,527 $15,821 $14,933,872 
Special mention11,611 86,527 34,790 78,699 12,529 5,372 143,428 1,691 374,647 
Substandard accrual7,561 23,119 40,548 19,924 6,000 9,346 84,969 1,075 192,542 
Substandard nonaccrual/doubtful503 5,824 18,764 15,813 1,747 7,696 22,823 320 73,490 
Total commercial, industrial and other$3,380,893 $2,333,038 $1,722,417 $1,253,495 $445,250 $1,057,804 $5,362,747 $18,907 $15,574,551 
Construction and development
Pass$342,474 $616,252 $983,538 $216,737 $32,972 $139,706 $15,388 $— $2,347,067 
Special mention— 845 — — — — 3,690 — 4,535 
Substandard accrual— 755 18,999 1,166 1,777 57,500 — — 80,197 
Substandard nonaccrual/doubtful— 251 — — 2,031 — — — 2,282 
Total construction and development$342,474 $618,103 $1,002,537 $217,903 $36,780 $197,206 $19,078 $— $2,434,081 
Non-construction
Pass$1,466,041 $1,481,826 $1,809,592 $1,417,473 $978,442 $2,812,243 $216,231 $1,534 $10,183,382 
Special mention3,509 15,212 16,310 59,130 3,293 37,032 2,334 — 136,820 
Substandard accrual156 2,691 30,333 26,041 30,453 41,227 — — 130,901 
Substandard nonaccrual/doubtful— 487 453 557 — 17,263 — — 18,760 
Total non-construction$1,469,706 $1,500,216 $1,856,688 $1,503,201 $1,012,188 $2,907,765 $218,565 $1,534 $10,469,863 
Home equity
Pass$70 $43 $110 $22 $189 $6,988 $415,011 $6,021 $428,454 
Special mention— 97 276 60 42 3,472 5,492 545 9,984 
Substandard accrual— 15 197 — 57 4,578 542 84 5,473 
Substandard nonaccrual/doubtful— — 385 129 — 517 — 86 1,117 
Total home equity$70 $155 $968 $211 $288 $15,555 $421,045 $6,736 $445,028 
Residential real estate
Early buy-out loans guaranteed by U.S. government agencies$— $4,421 $3,417 $3,707 $4,076 $141,135 $— $— $156,756 
Pass870,033 498,330 811,336 762,997 204,328 250,196 — — 3,397,220 
Special mention1,046 2,558 5,821 3,420 637 8,898 — — 22,380 
Substandard accrual162 572 6,634 532 1,155 3,592 — — 12,647 
Substandard nonaccrual/doubtful155 5,044 5,486 4,906 628 7,543 — — 23,762 
Total residential real estate$871,396 $510,925 $832,694 $775,562 $210,824 $411,364 $— $— $3,612,765 
Premium finance receivables - property & casualty
Pass$7,095,026 $25,834 $— $4,542 $$— $— $— $7,125,403 
Special mention114,401 902 26 — — — — — 115,329 
Substandard accrual1,938 571 — — — — 2,513 
Substandard nonaccrual/doubtful23,213 5,542 33 — — — — 28,797 
Total premium finance receivables - property & casualty$7,234,578 $32,849 $60 $4,554 $$— $— $— $7,272,042 
Premium finance receivables - life
Pass$1,352,365 $6,783,031 $4,135 $— $— $— $— $— $8,139,531 
Special mention— 1,183 — — — — — — 1,183 
Substandard accrual— — — — — — — — — 
Substandard nonaccrual/doubtful6,431 — — — — — — — 6,431 
Total premium finance receivables - life$1,358,796 $6,784,214 $4,135 $— $— $— $— $— $8,147,145 
Consumer and other
Pass$4,408 $3,131 $700 $805 $70 $31,065 $59,127 $— $99,306 
Special mention28 13 — 70 — 124 
Substandard accrual85 — — 25 — 130 
Substandard nonaccrual/doubtful— — — — — — 
Total consumer and other$4,444 $3,148 $790 $809 $70 $31,160 $59,141 $— $99,562 
Total loans
Early buy-out loans guaranteed by U.S. government agencies$— $4,421 $3,417 $3,707 $4,076 $141,135 $— $— $156,756 
Pass14,491,635 11,626,015 5,237,726 3,541,635 1,640,976 4,275,588 5,817,284 23,376 46,654,235 
Special mention130,595 107,337 57,228 141,312 16,501 54,844 154,949 2,236 665,002 
Substandard accrual9,825 27,726 96,797 47,666 39,442 116,268 85,520 1,159 424,403 
Substandard nonaccrual/doubtful30,302 17,149 25,121 21,415 4,406 33,019 22,823 406 154,641 
Total loans$14,662,357 $11,782,648 $5,420,289 $3,755,735 $1,705,401 $4,620,854 $6,080,576 $27,177 $48,055,037 
Gross write offs
Three months ended December 31, 2024$13,839 $1,722 $1,810 $702 $403 $1,255 $— $— $19,731 
Twelve months ended December 31, 202422,062 32,707 7,607 20,796 2,609 23,565 — — 109,346 

Held-to-maturity debt securities

The Company conducts an assessment of its investment securities, including those classified as held-to-maturity, at the time of purchase and on at least an annual basis to ensure such investment securities remain within appropriate levels of risk and continue to perform satisfactorily in fulfilling its obligations. The Company considers, among other factors, the nature of the securities and credit ratings or financial condition of the issuer. If available, the Company obtains a credit rating for issuers from a Nationally Recognized Statistical Rating Organization (“NRSRO”) for consideration. If no such rating is available for an issuer, the Company performs an internal rating based on the scale utilized within the loan portfolio as discussed above. For purposes of the table below, the Company has converted any issuer rating from an NRSRO into the Company’s internal ratings based on Investment Policy and review by the Company’s management.

As of December 31, 2024
Year of OriginationTotal
(In thousands)20242023202220212020PriorBalance
Amortized Cost Balances:
U.S. government agencies
1-4 internal grade$— $— $135,000 $147,820 $25,000 $5,719 $313,539 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total U.S. government agencies$— $— $135,000 $147,820 $25,000 $5,719 $313,539 
Municipal
1-4 internal grade$— $4,176 $1,033 $6,815 $258 $146,610 $158,892 
5-7 internal grade— — — — — 2,124 2,124 
8-10 internal grade— — — — — — — 
Total municipal$— $4,176 $1,033 $6,815 $258 $148,734 $161,016 
Mortgage-backed securities
1-4 internal grade$— $333,577 $532,079 $2,216,658 $— $— $3,082,314 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total mortgage-backed securities$— $333,577 $532,079 $2,216,658 $— $— $3,082,314 
Corporate notes
1-4 internal grade$— $— $14,969 $— $6,004 $35,878 $56,851 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total corporate notes$— $— $14,969 $— $6,004 $35,878 $56,851 
Total held-to-maturity securities$3,613,720 
Less: Allowance for credit losses(457)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 
Measurement of Allowance for Credit Losses

The Company’s allowance for credit losses consists of the allowance for loan losses, the allowance for unfunded commitment losses and the allowance for held-to-maturity debt security losses. In accordance with ASC 326, the Company measures the allowance for credit losses at the time of origination or purchase of a financial asset, representing an estimate of lifetime expected credit losses on the related asset. When developing its estimate, the Company considers available information relevant to assessing the collectability of cash flows, from both internal and external sources. Historical credit loss experience is one input in the estimation process as well as inputs relevant to current conditions and reasonable and supportable forecasts. In considering past events, the Company considers the relevance, or lack thereof, of historical information due to changes in such things as financial asset underwriting or collection practices, and changes in portfolio mix due to changing business plans and strategies. In considering current conditions and forecasts, the Company considers both the current economic environment and the forecasted direction of the economic environment with emphasis on those factors deemed relevant to or driving changes in expected credit losses. As significant judgment is required, the review of the appropriateness of the allowance for credit losses is performed quarterly by various committees with participation by the Company’s executive management.
December 31,December 31,
(In thousands)20242023
Allowance for loan losses$364,017 $344,235 
Allowance for unfunded lending-related commitments losses72,586 83,030 
Allowance for loan losses and unfunded lending-related commitments losses436,603 427,265 
Allowance for held-to-maturity securities losses457 347 
Allowance for credit losses$437,060 $427,612 

The allowance for credit losses is measured on a collective or pooled basis when similar risk characteristics exist, based upon the segmentation discussed above. The Company utilizes modeling methodologies that estimate lifetime credit loss rates on each pool. These methodologies include estimating the probability of default and loss given default on the commercial and commercial real estate segments, using the weighted-average remaining maturity methodology for the residential real estate, home equity, and consumer segments, and utilizing an assumption-based approach focusing on historical loss rates for the premium finance receivables segments. Historical credit loss history is adjusted for reasonable and supportable forecasts developed by the Company on a quantitative or qualitative basis and incorporates third party economic forecasts. Reasonable and supportable forecasts consider the macroeconomic factors that are most relevant to evaluating and predicting expected credit losses in the Company's financial assets. Currently, the Company utilizes an eight quarter forecast period using a single macroeconomic scenario provided by a third party and reviewed within the Company's governance structure. For periods beyond the ability to develop reasonable and supportable forecasts, the Company reverts to historical loss rates at an input level, straight-line over a four quarter reversion period. Expected credit losses are measured over the contractual term of the financial asset with consideration of expected prepayments. Expected extensions, renewals or modifications of the financial asset are considered when the expected extension, renewal or modification is contained within the existing agreement and is not unconditionally cancelable. The methodologies discussed above are applied to both current asset balances on the Company's Consolidated Statements of Condition and off-balance sheet commitments (i.e. unfunded lending-related commitments).

Assets that do not share similar risk characteristics with a pool are assessed for the allowance for credit losses on an individual basis. These typically include assets experiencing financial difficulties, including assets rated as substandard nonaccrual and doubtful. If foreclosure is probable or the asset is considered collateral-dependent, expected credit losses are measured based upon the fair value of the underlying collateral, adjusted for selling costs, if appropriate. Underlying collateral across the Company’s segments consist primarily of real estate, land and construction assets, as well as general business assets of the borrower. As of December 31, 2024, excluding loans carried at fair value, substandard nonaccrual loans totaling $33.8 million in carrying balance had no related allowance for credit losses.

The Company does not measure an allowance for credit losses on accrued interest receivable balances because these balances are written off in a timely manner as a reduction to interest income when assets are placed on nonaccrual status.
A summary of the activity in the allowance for credit losses by loan portfolio (i.e. allowance for loan losses and allowance for unfunded commitment losses) for the years ended December 31, 2024 and 2023 is as follows:

 
Year Ended 
December 31, 2024
(In thousands)
CommercialCommercial
Real Estate
Home
Equity
Residential
Real Estate
Premium
Finance
Receivable
Consumer
and Other
Total
Loans
Allowance for credit losses at beginning of period$169,604 $223,853 $7,116 $13,133 $13,069 $490 427,265 
Other adjustments    (207) (207)
Charge-offs(48,864)(22,127)(74)(175)(37,519)(587)(109,346)
Recoveries2,853 323 359 15 11,313 87 14,950 
Provision for credit losses - other47,439 9,164 196 (3,337)31,164 764 85,390 
Provision for credit losses - Day 1 on non-PCD assets acquired during the period2,967 10,540 1,344 638  58 15,547 
Initial allowance for credit losses recognized on PCD assets acquired during the period1,838 1,103 2 61   3,004 
Allowance for credit losses at period end$175,837 $222,856 $8,943 $10,335 $17,820 $812 $436,603 
By measurement method:
Individually evaluated for impairment$27,894 $6,768 $50 $44 $ $1 $34,757 
Collectively evaluated for impairment147,943 216,088 8,893 10,291 17,820 811 401,846 
Loans at period end:
Individually evaluated for impairment$73,490 $21,042 $1,117 $23,674 $ $2 $119,325 
Collectively evaluated for impairment15,501,061 12,882,902 443,911 3,430,296 15,419,187 99,560 47,776,917 
Loans held at fair value   158,795   158,795 

Year Ended 
December 31, 2023
(In thousands)
CommercialCommercial
Real Estate
Home
Equity
Residential
Real Estate
Premium
Finance
Receivable
Consumer
and Other
Total
Loans
Allowance for credit losses at beginning of period$142,769 $184,352 $7,573 $11,585 $10,671 $498 $357,448 
Cumulative effect adjustment from the adoption of ASU 2022-02111 1,356 (33)(692)— (1)741 
Other adjustments — — — — 47 — 47 
Charge-offs(15,713)(15,228)(227)(192)(21,857)(595)(53,812)
Recoveries2,651 460 139 21 4,946 93 8,310 
Provision for credit losses39,786 52,913 (336)2,411 19,262 495 114,531 
Allowance for loan losses at period end$169,604 $223,853 $7,116 $13,133 $13,069 $490 427,265 
By measurement method:
Individually evaluated for impairment$17,589 $3,150 $— $135 $— $11 $20,885 
Collectively evaluated for impairment152,015 220,703 7,116 12,998 13,069 479 406,380 
Loans at period end:
Individually evaluated for impairment$38,940 $35,459 $1,341 $15,391 $— $22 $91,153 
Collectively evaluated for impairment12,793,113 11,308,705 342,635 2,599,014 14,781,472 60,478 41,885,417 
Loan held at fair value— — — 155,261 — — 155,261 

For the year ended December 31, 2024, the Company recognized an approximately $100.9 million provision for credit losses related to loans and lending agreements, including an approximately $15.5 million provision for credit losses related to non-PCD assets acquired with the Macatawa acquisition. The decreased provision compared to December 31, 2023 was primarily the result of improvements in the macroeconomic forecast, specifically the Company’s macroeconomic forecasts of key model inputs (most notably, Commercial Real Estate Price Index primarily impacting the commercial real estate portfolio and Baa corporate credit spreads) partially offset by growth experienced by the Company in 2024 in various loan portfolios and from the Macatawa acquisition. While uncertainties remain regarding expected economic performance, macroeconomic forecasts as of December 31, 2024 assume that the impact of those uncertainties is less severe compared to that assumed at December 31, 2023. Other key drivers of provision for credit losses in these portfolios include, but are not limited to, loan risk rating migration and net charge-offs in 2024 totaled $94.4 million.
Held-to-maturity debt securities

The allowance for credit losses on the Company’s held-to-maturity debt securities is presented as a reduction to the amortized cost basis of held-to-maturity securities on the Company’s Consolidated Statements of Condition. For the years ended December 31, 2024 and December 31, 2023, the Company recognized approximately $110,000 and $(141,000), respectively, of provision for credit losses related to held-to-maturity securities. At December 31, 2024 and December 31, 2023, the Company did not identify any held-to-maturity debt securities within its portfolio that would require a charge-off.
Loan Modifications to Borrowers Experiencing Financial Difficulties

The Company’s approach to restructuring or modifying loans is built on its credit risk rating system, which requires credit management personnel to assign a credit risk rating to each loan. In each case, the loan officer is responsible for recommending a credit risk rating for each loan and ensuring the credit risk ratings are appropriate. These credit risk ratings are then reviewed and approved by the bank’s chief credit officer and/or concurrence credit officer. Credit risk ratings are determined by evaluating a number of factors, including a borrower’s financial strength, cash flow coverage, collateral protection and guarantees. The Company’s credit risk rating scale is one through ten with higher scores indicating higher risk. In the case of loans rated six or worse following modification, the Company’s Managed Assets Division evaluates the loan and the credit risk rating and determines that the loan has been restructured to be reasonably assured of repayment and of performance according to the modified terms and is supported by a current, well-documented credit assessment of the borrower’s financial condition and prospects for repayment under the revised terms. Based on the Company’s credit risk rating system, it considers that borrowers whose credit risk rating is 5 or better are not experiencing financial difficulties.

Restructurings may arise when, due to financial difficulties experienced by the borrower, the Company obtains through physical possession one or more collateral assets in satisfaction of all or part of an existing credit. Once possession is obtained, the Company reclassifies the appropriate portion of the remaining balance of the credit from loans to other real estate owned (“OREO”), which is included within other assets in the Consolidated Statements of Condition. For any residential real estate property collateralizing a consumer mortgage loan, the Company is considered to possess the related collateral only if legal title is obtained upon completion of foreclosure, or the borrower conveys all interest in the residential real estate property to the Company through completion of a deed in lieu of foreclosure or similar legal agreement. At December 31, 2024, the Company had no foreclosed residential real estate properties included within OREO. Further, the recorded investment in residential mortgage loans secured by residential real estate properties for which foreclosure proceedings are in process totaled $38.2 million and $53.3 million at December 31, 2024 and 2023, respectively.

The tables below presents a summary of the balance immediately following the modification of loans to borrowers experiencing financial difficulties during the years ended December 31, 2024 and 2023:
Year Ended
December 31, 2024
(Dollars in thousands)
Total Percentage of Total Class of LoanExtension of Term Reduction of 
Interest
Rate
Interest Only
Payments
Delay in Contractual Payments Extension of Term and Reduction of Interest Rate
Commercial
Commercial, industrial and other$11,531 0.1 %$9,516 $9 $17 $81 $1,908 
Commercial real estate
Construction and development701 0.0 %701     
Non-Construction 813 0.0 493 — 320  — 
Home equity86 0.0 86     
Residential real estate166 0.0  166    
Premium finance receivables
Property and casualty insurance loans1,226 0.0 96 1,103   27 
Total loans$14,523 0.0 $10,892 $1,278 $337 $81 $1,935 
Weighted Average Magnitude of Modifications:
Year Ended December 31, 2024
(Dollars in thousands)
TotalDuration of Extension of Term (months)Reduction of 
Interest
Rate (bps)
Duration of Delay in Contractual Payments (months)
Commercial
Commercial, industrial and other$11,531 1080 34
Commercial real estate
Construction and development701 13  
Non-construction813 8  
Home equity86 12 
Residential real estate166  201 
Premium finance receivables
Property and casualty insurance loans1,226  37 
Total loans$14,523 974 34

Year Ended
December 31, 2023
(Dollars in thousands)
Total (1)
Percentage of Total Class of Loan
Extension of (1)
Term
Reduction of 
Interest
Rate (1)
Delay in Contractual Payments (1)
Extension of
Term and
Reduction of Interest Rate (1)
Commercial
Commercial, industrial and other$41,223 0.3 %$3,367 $314 $37,069 $473 
Commercial real estate
Construction and development2,504 0.1 — — — 2,504 
Non-construction6,980 0.1 467 827 1,310 4,376 
Home equity702 0.2 203 — — 499 
Residential real estate2,113 0.1 1,537 271 — 305 
Premium finance receivables
Property and casualty insurance loans129 0.0 62 59 — 
Total loans$53,651 0.1 %$5,636 $1,471 $38,379 $8,165 
(1)Balances represent the recorded investment in the loan at the time of the restructuring.

Weighted Average Magnitude of Modifications:
Year Ended December 31, 2023
(Dollars in thousands)
TotalDuration of Extension of Term (months)Reduction of 
Interest
Rate (bps)
Duration of Delay in Contractual Payments (months)
Commercial
Commercial, industrial and other$41,223 15114 16
Commercial real estate
Construction and development2,504 12150 — 
Non-construction6,980 40232 101
Home equity702 21137 — 
Residential real estate2,113 54284 — 
Premium finance receivables
Property and casualty insurance loans129 150 — 
Total loans$53,651 28198 16

The Company had commitments of $20.9 million and $53.7 million as of December 31, 2024 and December 31, 2023, respectively, to lend additional funds to borrowers experiencing financial difficulty and for whom the Company has modified the terms of loans in the form of principal forgiveness, an interest rate reduction, an other-than insignificant payment delay or a term extension during the periods presented.
The following table presents a summary of all modified loans for borrowers experiencing financial difficulties and such loans that were in payment default under the restructured terms during the respective periods below:

(Dollars in thousands)
Year Ended December 31, 2024
Year Ended December 31, 2024
Year Ended December 31, 2023
Year Ended December 31, 2023
Total Payments in Default  Total Payments in Default 
Commercial
Commercial, industrial and other$11,531 $995 $41,223 $19,361 
Commercial real estate
Construction and development701  2,504 2,504 
Non-construction813 319 6,980 4,851 
Home equity86 86 702 203 
Residential real estate166 166 2,113 767 
Premium finance receivables
Property and casualty insurance loans1,226 122 129 129 
Total loans$14,523 $1,688 $53,651 $27,815 
v3.25.0.1
Mortgage Servicing Rights ("MSRs")
12 Months Ended
Dec. 31, 2024
Disclosures Pertaining to Servicing Assets and Servicing Liabilities [Abstract]  
Mortgage Servicing Rights ("MSRs") Mortgage Servicing Rights (“MSRs”)
Following is a summary of the changes in the carrying value of MSRs, accounted for at fair value, for the years ended December 31, 2024, 2023 and 2022:

December 31,December 31,December 31,
(In thousands)
202420232022
Fair value at beginning of year$192,456 $230,225 $147,571 
Additions from loans sold with servicing retained29,969 28,610 46,221 
Servicing rights sold (30,170)— 
Estimate of changes in fair value due to:
Payoffs and paydowns(23,026)(17,060)(23,631)
Changes in valuation inputs or assumptions4,389 (19,149)60,064 
Fair value at end of year$203,788 $192,456 $230,225 
Unpaid principal balance of mortgage loans serviced for others$12,400,913 $12,007,165 $14,052,596 

The Company recognizes MSR assets upon the sale of residential real estate loans to external third parties when it retains the obligation to service the loans and the servicing fee is more than adequate compensation. The initial recognition of MSR assets from loans sold with servicing retained and subsequent changes in fair value of all MSRs are recognized in mortgage banking revenue. MSRs are subject to changes in value from actual and expected prepayment of the underlying loans.

The estimation of fair value related to MSRs is partly impacted by the Company exercising its EBO on eligible loans previously sold to the GNMA. Under such optional repurchase program, financial institutions acting as servicers are allowed to buy back from the securitized loan pool individual delinquent mortgage loans meeting certain criteria for which the institution was the original transferor of such loans. At the option of the servicer and without prior authorization from GNMA, the servicer may repurchase such delinquent loans for an amount equal to the remaining principal balance of the loan. At the time of such repurchase, any MSR value related to such loans is derecognized.

The MSR asset fair value is determined by using a discounted cash flow model that incorporates the objective characteristics of the portfolio as well as subjective valuation parameters that purchasers of servicing would apply to such portfolios sold into the secondary market. The subjective factors include loan prepayment speeds, discount rates, servicing costs and other economic factors. The Company uses a third party to assist in the valuation of MSRs.

Periodically the Company will purchase options for the right to purchase securities not currently held within the banks’ investment portfolios or enter into interest rate swaps in which the Company elects to not designate such derivatives as hedging instruments. These option and swap transactions are designed primarily to economically hedge a portion of the fair value adjustments related to the Company’s MSRs. The gain or loss associated with these derivative contracts is included in mortgage
banking revenue. For more information regarding these hedges outstanding as of December 31, 2024 and December 31, 2023, see Note (21) “Derivative Financial Instruments” in Item 8 of this report.
v3.25.0.1
Business Combinations
12 Months Ended
Dec. 31, 2024
Business Combination, Asset Acquisition, and Joint Venture Formation [Abstract]  
Business Combinations Business Combinations
On August 1, 2024, the Company completed its previously announced acquisition of Macatawa Bank Corporation (“Macatawa”), the parent company of Macatawa Bank. Pursuant to the terms of the merger, each common share of Macatawa outstanding at the time of merger was converted into the right to receive 0.137 shares of Wintrust common stock, with cash paid in lieu of fractional shares. As a result, the Company issued approximately 4.7 million shares of common stock, the fair value of consideration paid was $499.3 million. Macatawa operates 26 full-service branches located throughout communities in Kent, Ottawa and northern Allegan counties in the state of Michigan. Macatawa offers a full range of banking, retail and commercial lending, wealth management and ecommerce services to individuals, businesses and governmental entities. As of August 1, 2024, Macatawa had approximately $2.7 billion in assets, $2.3 billion in deposits and $1.4 billion in loans. In conjunction with the acquisition, the Company recorded $53.7 million discount on acquired loans, $33.5 million discount on securities and recorded total intangibles of $253.0 million. During 2024, the Company incurred $4.3 million in acquisition expenses related to the acquisition of Macatawa. The fair value estimates of the loans acquired are subject to adjustment up to one year after the closing date of the acquisition as additional information becomes available.

On April 3, 2023, the Company completed its acquisition of Rothschild & Co Asset Management US Inc. and Rothschild & Co Risk Based Investments LLC from Rothschild & Co North America Inc. (collectively, “Rothschild & Co Asset Management U.S.”). As of the acquisition date, the Company acquired approximately $12.6 million in net assets. As the transaction was determined to be a business combination, the Company recorded goodwill of approximately $2.6 million on the purchase.
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets
12 Months Ended
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Other Acquisition-Related Intangible Assets Goodwill and Other Acquisition-Related Intangible Assets
A summary of the Company’s goodwill assets by business segment is presented in the following table:
(In thousands)
January 1,
2024
Goodwill
Acquired
Impairment
Loss
Goodwill AdjustmentsDecember 31, 2024
Community banking$545,671 $142,083 $— $— $687,754 
Specialty finance39,006 — — (1,813)37,193 
Wealth management71,995 — — — 71,995 
Total$656,672 $142,083 $— $(1,813)$796,942 

The community banking unit’s goodwill increased $142.1 million in 2024 as a result of the Macatawa acquisition. The specialty finance segment’s goodwill decreased $1.8 million in 2024 as a result of foreign currency translation adjustments related to prior Canadian acquisitions.

The Company assesses each reporting unit’s goodwill for impairment on at least an annual basis and considers potential indicators of impairment at each reporting date between annual goodwill impairment tests. At October 1, 2024, the Company utilized a quantitative approach for its annual goodwill impairment tests of the community banking, specialty finance and wealth management reporting units and determined that no impairment existed at that time.

At each reporting date between annual goodwill impairment tests, the Company considers potential indicators of impairment. The Company assessed whether events and circumstances as of each reporting date in 2024 resulted in it being more likely than not that the fair value of any reporting unit was less than its carrying value. Potential impairment indicators considered include the condition of the economy and banking industry; government intervention and regulatory updates; the impact of recent events to financial performance and cost factors of the reporting units; performance of the Company’s stock and other relevant events. As of December 31, 2024, the Company identified no indicators of goodwill impairment subsequent to its analysis as of October 1, 2024 within the community banking, specialty finance or wealth management reporting units and the Company determined it was more likely than not that the fair value of all reporting units exceeded the respective carrying value of such reporting unit.
A summary of acquisition-related intangible assets as of the dates shown and the expected amortization of finite-lived acquisition-related intangible assets as of December 31, 2024 is as follows:
 December 31,
(In thousands)
20242023
Community banking segment:
Core deposit intangibles with finite lives:
Gross carrying amount$158,106 $55,206 
Accumulated amortization(56,784)(46,125)
Net carrying amount$101,322 $9,081 
Trademark with indefinite lives:
Carrying amount13,800 5,800 
Total net carrying amount$115,122 $14,881 
Specialty finance segment:
Customer list intangibles with finite lives:
Gross carrying amount$1,959 $1,963 
Accumulated amortization(1,881)(1,837)
Net carrying amount$78 $126 
Wealth management segment:
Customer list and other intangibles with finite lives:
Gross carrying amount$26,630 $26,630 
Accumulated amortization(20,140)(18,748)
Net carrying amount$6,490 $7,882 
Total acquisition-related intangible assets:
Gross carrying amount$200,495 $89,599 
Accumulated amortization(78,805)(66,710)
Total acquisition-related intangible assets, net$121,690 $22,889 
Estimated amortization for the year-ended:
  
2025$21,391 
202618,830 
202716,342 
202813,908 
202911,536 

The community banking unit's core deposit intangibles and trademarks with indefinite lives increased $102.9 million and $8.0 million, respectively, in the third quarter of 2024 as a result of the Macatawa acquisition.

The core deposit intangibles recognized in connection with the Company’s bank acquisitions are amortized over a ten-year period on an accelerated basis. The customer list intangibles recognized in connection with the purchase of life insurance premium finance assets in 2009 are being amortized over an 18-year period on an accelerated basis. The customer list and other intangibles recognized in connection with prior acquisitions within the wealth management segment are being amortized over a period of up to ten-years on a straight-line or accelerated basis. Indefinite-lived intangible assets consist of certain trade and domain names recognized in connection with prior acquisitions. As indefinite-lived intangible assets are not amortized, the Company assesses impairment on at least an annual basis.

Total amortization expense associated with finite-lived intangibles in 2024, 2023 and 2022 was $12.1 million, $5.5 million and $6.1 million, respectively.
v3.25.0.1
Premises, Software and Equipment, Net
12 Months Ended
Dec. 31, 2024
Property, Plant and Equipment [Abstract]  
Premises, Software and Equipment, Net Premises, Software and Equipment, Net
A summary of premises, software and equipment at December 31, 2024 and 2023 is as follows:
 December 31,
(In thousands)
20242023
Land$184,318 $166,036 
Buildings and leasehold improvements703,798 687,326 
Furniture, equipment and computer software383,056 333,176 
Construction in progress15,702 26,443 
$1,286,874 $1,212,981 
Less: Accumulated depreciation and amortization507,744 464,015 
Total premises, software, and equipment, net$779,130 $748,966 

Depreciation and amortization expense related to premises, software and equipment totaled $61.4 million in 2024, $56.9 million in 2023 and $53.1 million in 2022.
v3.25.0.1
Deposits
12 Months Ended
Dec. 31, 2024
Deposits [Abstract]  
Deposits Deposits
The following is a summary of deposits at December 31, 2024 and 2023:
(Dollars in thousands)
20242023
Balance:
Non-interest bearing$11,410,018 $10,420,401 
NOW and interest-bearing demand deposits5,865,546 5,797,649 
Wealth management deposits1,469,064 1,614,499 
Money market17,975,191 15,149,215 
Savings6,372,499 5,790,334 
Time certificates of deposit9,420,031 6,625,072 
Total deposits
$52,512,349 $45,397,170 
Mix:
Non-interest bearing22 %23 %
NOW and interest-bearing demand deposits11 13 
Wealth management deposits3 
Money market34 33 
Savings12 13 
Time certificates of deposit18 14 
Total deposits
100 %100 %

Wealth management deposits represent deposit balances (primarily money market accounts) at the Company’s subsidiary banks from brokerage customers of Wintrust Investments, CDEC and trust and asset management customers of the Company.

The scheduled maturities of time certificates of deposit at December 31, 2024 and 2023 are as follows:
(In thousands)
20242023
Due within one year$9,061,295 $5,994,905 
Due in one to two years281,239 558,387 
Due in two to three years53,009 42,559 
Due in three to four years14,316 16,251 
Due in four to five years10,104 12,966 
Due after five years68 
Total time certificate of deposits
$9,420,031 $6,625,072 
The following table sets forth the scheduled maturities of uninsured time deposits, specifically the portion of time deposit balances in excess of the FDIC insurance limit of $250,000, at December 31, 2024 and 2023:
(In thousands)
20242023
Maturing within three months$774,312 $315,495 
After three but within six months926,997 327,183 
After six but within 12 months490,231 466,699 
After 12 months54,691 73,534 
Total
$2,246,231 $1,182,911 

Time deposits in denominations of $250,000 or more were $3.9 billion and $2.5 billion at December 31, 2024 and 2023, respectively.
v3.25.0.1
Federal Home Loan Bank Advances
12 Months Ended
Dec. 31, 2024
Advance from Federal Home Loan Bank [Abstract]  
Federal Home Loan Bank Advances Federal Home Loan Bank Advances
A summary of the outstanding FHLB advances at December 31, 2024 and 2023, is as follows:
(In thousands)
20242023
0.00% advance due April 2024
$ $442 
2.98% advance due August 2024
 25,000 
0.00% advance due April 2026
629 629 
0.00% advance due January 2029
680 — 
3.70% advance due July 2030
150,000 150,000 
2.81% advance due September 2032
500,000 500,000 
3.08% advance due September 2032
500,000 500,000 
2.96% advance due December 2032
 250,000 
2.98% advance due December 2032
 250,000 
3.13% advance due February 2033
 250,000 
2.95% advance due May 2033
250,000 250,000 
3.72% advance due July 2033
150,000 150,000 
3.43% advance due January 2034
175,000 — 
3.19% advance due January 2034
175,000 — 
3.45% advance due April 2034
250,000 — 
3.44% advance due April 2034
250,000 — 
3.33% advance due May 2034
250,000 — 
3.29% advance due June 2034
250,000 — 
3.38% advance due June 2034
250,000 — 
Total FHLB advances$3,151,309 $2,326,071 

FHLB advances consist of obligations of the banks and are collateralized by qualifying commercial and residential real estate and home equity loans and certain securities. The banks have arrangements with the FHLB whereby, based on available collateral, they could have borrowed an additional $3.9 billion at December 31, 2024.

FHLB advances are stated at par value of the debt adjusted for unamortized prepayment fees paid at the time of prior restructurings of FHLB advances and unamortized fair value adjustments recorded in connection with advances acquired through acquisitions and debt issuance costs. Unamortized prepayment fees are amortized as an adjustment to interest expense using the effective interest method.
In 2024, the Company was required to repay approximately $750.0 million of FHLB advances prior to the respective maturity date as a result of call date terms within the related agreements. Approximately $2.7 billion of the FHLB advances outstanding at December 31, 2024 currently have varying put or call dates over the next 12 months. At December 31, 2024, the weighted average contractual interest rate on FHLB advances was 3.23%.
v3.25.0.1
Subordinated Notes
12 Months Ended
Dec. 31, 2024
Subordinated Borrowings [Abstract]  
Subordinated Notes Subordinated Notes
At December 31, 2024, the Company had outstanding subordinated notes totaling $298.3 million compared to $437.9 million at December 31, 2023. In 2019, the Company issued $300.0 million of subordinated notes receiving $296.7 million in proceeds,
net of underwriting discount. The notes have a stated interest rate of 4.85% and mature in June 2029. In the second quarter of 2024, the Company repaid the $140.0 million of subordinated notes issued in 2014. The notes had a stated interest rate of 5.00% and matured in June 2024. Subordinated notes are stated at par adjusted for unamortized issuance costs paid related to such debt.

In connection with the issuance of subordinated notes in 2019 and 2014, the Company incurred costs totaling $3.3 million and $1.3 million, respectively. These costs are a direct deduction from the carrying amount of the subordinated notes and are amortized to interest expense using the effective interest method. At December 31, 2024, the unamortized balances of costs for both issuances were approximately $1.7 million. These subordinated notes qualify as Tier II capital under the regulatory capital requirements, subject to restrictions.
v3.25.0.1
Other Borrowings
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Other Borrowings Other Borrowings
The following is a summary of other borrowings at December 31, 2024 and 2023:

(In thousands)
20242023
Notes payable$142,763 $171,282 
Short-term borrowings 13,430 
Secured Borrowings334,934 401,897 
Other57,106 59,204 
Total other borrowings$534,803 $645,813 

Notes Payable

On December 12, 2022, the Company entered into a credit agreement (as amended, the “Amended and Restated Credit Agreement”) with certain unaffiliated banks. The Credit Agreement consists of a $200.0 million term loan facility and a $100.0 million revolving credit facility.

The Amended and Restated Credit Agreement provides for, among other things, a maturity date for the revolving credit facility of December 5, 2025, and a maturity date for the term loan facility of December 12, 2027. The Amended and Restated Credit Agreement also provides for certain financial covenants that must be met by the Company for so long as any amounts or commitments under the Amended and Restated Credit Agreement are still outstanding.

Borrowings under the Amended and Restated Credit Agreement that are considered “Base Rate Loans” bear interest at a rate equal to the sum of (1) 75 basis points plus (2) the highest of (a) the prime rate, (b) the federal funds rate plus 50 basis points, and (c) Term SOFR for a one-month tenor in effect on such day plus 110 basis points. Borrowings under the Amended and Restated Credit Agreement that are considered “Term SOFR Loans” bear interest at a rate equal to the sum of (1) 160 basis points plus (2) Term SOFR for the applicable interested period. A commitment fee is payable quarterly in arrears in an amount equal to 0.30% of the actual daily amount by which the lenders’ commitments under the revolving credit facility exceeded the amount outstanding under such facility. The Company is required to make monthly or quarterly (as applicable) payments of interest in respect of all loans under the Amended and Restated Credit Agreement, and quarterly payments of principal in respect of the loans under the term loan facility.

Borrowings under the Amended and Restated Credit Agreement are secured by pledges of and first priority perfected security interests in the Company’s equity interest in its bank subsidiaries and contain several restrictive covenants, including the maintenance of various capital adequacy levels, asset quality and profitability ratios, and certain restrictions on dividends and other indebtedness. As of December 31, 2024, the Company was in compliance with all such covenants. The term loan facility and revolving credit facility under the Amended and Restated Credit Agreement are available to be utilized, as needed, to provide capital to fund continued growth at the Company’s banks and to serve as an interim source of funds for acquisitions, common stock repurchases or other general corporate purposes.

The term debt facility is stated at par of the current outstanding balance of the debt adjusted for unamortized costs paid by the Company in relation to the debt issuance. Unamortized costs paid by the Company in relation to the issuance of the revolving credit facility are classified in other assets on the Consolidated Statements of Condition.
As of December 31, 2024, the outstanding principal balance under the term loan facility was $142.8 million and there was no outstanding principal balance under the revolving credit facility.
Short-term Borrowings

Short-term borrowings include securities sold under repurchase agreements of customer sweep accounts in connection with master repurchase agreements at the banks. At December 31, 2024, the Company had none of these types of borrowings compared to $13.4 million at December 31, 2023. The Company records securities sold under repurchase agreements at their gross value and does not offset positions on the Consolidated Statements of Condition.

Secured Borrowings

Secured borrowings primarily represent transactions to sell an undivided co-ownership interest in all receivables owed to the Company’s subsidiary, First Insurance Funding of Canada (“FIFC Canada”). In December 2014, FIFC Canada sold such interest to an unrelated third party in exchange for a cash payment of approximately C$150 million pursuant to a receivables purchase agreement (“Receivables Purchase Agreement”). Amendments to the Receivables Purchase Agreement since issuance increased the total payments to C$650 million, extended the maturity date to December 15, 2025. Additionally, since Canadian Dollar Offered Rate (“CDOR”) ceased being used in Canada in June 2024, references to CDOR changed to the Benchmark rate. These transactions were not considered sales of receivables and, as such, related proceeds received are reflected on the Company’s Consolidated Statements of Condition as a secured borrowing owed to the unrelated third party, net of unamortized debt issuance costs, and translated to the Company’s reporting currency as of the respective date. At December 31, 2024, the translated balance of the secured borrowing totaled $323.2 million compared to $392.5 million at December 31, 2023. The interest rate under the Receivables Purchase Agreement is the Canadian Commercial Paper Rate plus 0.825%.

Other Borrowings

Other borrowings represent a fixed-rate promissory note (“Fixed-Rate Promissory Note”) issued by the Company in June 2017. Amendments to the Fixed-Rate Promissory Note since issuance increased the principal amount to $66.4 million, reduced the interest rate to 1.70% and extended the maturity date to March 31, 2025. The Fixed-Rate Promissory Note relates to and is secured by three office buildings owned by the Company. At December 31, 2024, the Fixed-Rate Promissory Note had a balance of $57.1 million compared to $59.2 million at December 31, 2023. Under the Fixed-Rate Promissory Note, during the twelve months ended December 31, 2024, the Company made monthly principal and interest payments. The Fixed-Rate Promissory Note contains several restrictive covenants, including the maintenance of various capital adequacy levels, asset quality and profitability ratios, and certain restrictions on dividends and indebtedness. At December 31, 2024, the Company was in compliance with all such covenants.
The remaining $11.7 million within secured borrowings at December 31, 2024 represents other sold interests in certain loans by the Company that were not considered sales and, as such, related proceeds received are reflected on the Company’s Consolidated Statements of Condition as a secured borrowing owed to the various unrelated third parties.
v3.25.0.1
Junior Subordinated Debentures
12 Months Ended
Dec. 31, 2024
Junior Subordinated Debenture Owed to Unconsolidated Subsidiary Trust [Abstract]  
Junior Subordinated Debentures Junior Subordinated Debentures
As of December 31, 2024, the Company owned 100% of the common securities of eleven trusts, Wintrust Capital Trust III, Wintrust Statutory Trust IV, Wintrust Statutory Trust V, Wintrust Capital Trust VII, Wintrust Capital Trust VIII, Wintrust Capital Trust IX, Northview Capital Trust I, Town Bankshares Capital Trust I, First Northwest Capital Trust I, Suburban Illinois Capital Trust II, and Community Financial Shares Statutory Trust II (the “Trusts”) set up to provide long-term financing. The Northview, Town, First Northwest, Suburban and Community Financial Shares capital trusts were acquired as part of the acquisitions of Northview Financial Corporation, Town Bankshares, Ltd., First Northwest Bancorp, Inc., Suburban Illinois Bancorp, Inc. and Community Financial Shares, Inc., respectively. The Trusts were formed for purposes of issuing trust preferred securities to third-party investors and investing the proceeds from the issuance of the trust preferred securities and common securities solely in junior subordinated debentures issued by the Company (or assumed by the Company in connection with an acquisition), with the same maturities and interest rates as the trust preferred securities. The junior subordinated debentures are the sole assets of the Trusts. In each Trust, the common securities represent approximately 3% of the junior subordinated debentures and the trust preferred securities represent approximately 97% of the junior subordinated debentures.

The Trusts are reported in the Company’s consolidated financial statements as unconsolidated subsidiaries. Accordingly, in the Consolidated Statements of Condition, the junior subordinated debentures issued by the Company to the Trusts are reported as liabilities and the common securities of the Trusts, all of which are owned by the Company, are included in investment securities.
The following table provides a summary of the Company’s junior subordinated debentures as of December 31, 2024 and 2023. The junior subordinated debentures represent the par value of the obligations owed to the Trusts.
 Common SecuritiesTrust Preferred SecuritiesJunior
Subordinated
Debentures
Rate Structure (1)
Contractual rate at 12/31/2024
Maturity DateEarliest Redemption Date
(Dollars in thousands)
20242023Issue Date
Wintrust Capital Trust III$774 $25,000 $25,774 $25,774 
S+0.26161+3.25
8.17 %04/200304/203304/2008
Wintrust Statutory Trust IV619 20,000 20,619 20,619 
S+0.26161+2.80
7.39 12/200312/203312/2008
Wintrust Statutory Trust V1,238 40,000 41,238 41,238 
S+0.26161+2.60
7.19 05/200405/203406/2009
Wintrust Capital Trust VII1,550 50,000 51,550 51,550 
S+0.26161+1.95
6.57 12/200403/203503/2010
Wintrust Capital Trust VIII1,238 25,000 26,238 26,238 
S+0.26161+1.45
6.04 08/200509/203509/2010
Wintrust Capital Trust IX1,547 50,000 51,547 51,547 
S+0.26161+1.63
6.25 09/200609/203609/2011
Northview Capital Trust I186 6,000 6,186 6,186 
S+0.26161+3.00
7.83 08/200311/203308/2008
Town Bankshares Capital Trust I186 6,000 6,186 6,186 
S+0.26161+3.00
7.83 08/200311/203308/2008
First Northwest Capital Trust I155 5,000 5,155 5,155 
S+0.26161+3.00
7.59 05/200405/203405/2009
Suburban Illinois Capital Trust II464 15,000 15,464 15,464 
S+0.26161+1.75
6.37 12/200612/203612/2011
Community Financial Shares Statutory Trust II109 3,500 3,609 3,609 
S+0.26161+1.62
6.24 06/200709/203706/2012
Total  $253,566 $253,566  6.85 %   
(1)The interest rates on the variable rate junior subordinated debentures are based on the three-month Chicago Mercantile Exchange (“CME”) Term Secured Overnight Financing Rate (“SOFR”) and reset on a quarterly basis.

At December 31, 2024, the weighted average contractual interest rate on the junior subordinated debentures was 6.85%. Distributions on the common and preferred securities issued by the Trusts are payable quarterly at a rate per annum equal to the interest rates being earned by the Trusts on the junior subordinated debentures. Interest expense on the junior subordinated debentures is deductible for income tax purposes.

Under AIRLA and Part 253 of Regulation ZZ (Rule 253), after June 30, 2023, the interest rate on the junior subordinated debentures, by operation of law, changed their base rate from USD LIBOR to CME Term SOFR of the same tenor, plus an applicable tenor spread adjustment. CME Term SOFR is an indicative, forward-looking measurement of daily overnight SOFR. CME Term SOFR is published by CME Group Inc., as administrator of that rate. The calculation agent for any series of the junior subordinated debentures may also make additional administrative conforming changes to the terms of that series of the junior subordinated debentures under AIRLA and Rule 253.

The Company has guaranteed the payment of distributions and payments upon liquidation or redemption of the trust preferred securities, in each case to the extent of funds held by the Trusts. The Company and the Trusts believe that, taken together, the obligations of the Company under the guarantees, the junior subordinated debentures, and other related agreements provide, in the aggregate, a full, irrevocable and unconditional guarantee, on a subordinated basis, of all of the obligations of the Trusts under the trust preferred securities. Subject to certain limitations, the Company has the right to defer the payment of interest on the junior subordinated debentures at any time, or from time to time, for a period not to exceed 20 consecutive quarters. The trust preferred securities are subject to mandatory redemption, in whole or in part, upon repayment of the junior subordinated debentures at maturity or their earlier redemption. The junior subordinated debentures are redeemable in whole or in part prior to maturity at any time after the earliest redemption dates shown in the table, and earlier at the discretion of the Company if certain conditions are met, and, in any event, only after the Company has obtained Federal Reserve Bank (“FRB”) approval, if then required under applicable guidelines or regulations.

At December 31, 2024, the Company included $245.5 million of the junior subordinated debentures, net of common securities, in Tier 2 regulatory capital.
v3.25.0.1
Revenue from Contracts with Customers
12 Months Ended
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers Revenue from Contracts with Customers
Disaggregation of Revenue

The following table presents revenue from contracts with customers, disaggregated by the revenue source:
(Dollars in thousands)Years Ended
Revenue from contracts with customersLocation in income statementDecember 31,
2024
December 31,
2023
December 31,
2022
Brokerage and insurance product commissionsWealth management$22,611 $18,645 $17,668 
TrustWealth management25,941 24,190 33,460 
Asset managementWealth management97,675 87,772 75,486 
Total wealth management146,227 130,607 126,614 
Mortgage broker feesMortgage banking1,925 844 854 
Service charges on deposit accountsService charges on deposit accounts65,651 55,250 58,574 
Administrative servicesOther non-interest income5,336 5,599 6,713 
Card related feesOther non-interest income17,829 13,789 11,474 
Other deposit related feesOther non-interest income13,774 14,354 13,490 
Total revenue from contracts with customers$250,742 $220,443 $217,719 

Wealth Management Revenue

Wealth management revenue is comprised of brokerage and insurance product commissions, managed money fees and trust and asset management revenue of the Company's four wealth management subsidiaries: Wintrust Investments, GLA, WPT and CDEC. All wealth management revenue is recognized in the wealth management segment.

Brokerage and insurance product commissions consists primarily of commissions earned from trade execution services on behalf of customers and from selling mutual funds, insurance and other investment products to customers. For trade execution services, the Company recognizes commissions and receives payment from the brokerage customers at the point of transaction execution. Commissions received from the investment or insurance product providers are recognized at the point of sale of the product. The Company also receives trail and other commissions from providers for certain plans. These are generally based on qualifying account values and are recognized once the performance obligation, specific to each provider, is satisfied on a monthly, quarterly or annual basis.

Trust revenue is earned primarily from trust and custody services that are generally performed over time as well as fees earned on funds held during the facilitation of tax-deferred like-kind exchange transactions. Revenue is determined periodically based on a schedule of fees applied to the value of each customer account using a time-elapsed method to measure progress toward complete satisfaction of the performance obligation. Fees are typically billed on a calendar month or quarter basis in advance or in arrears depending upon the contract. Upfront fees received related to the facilitation of tax-deferred like-kind exchange transactions are deferred until the transaction is completed. Additional fees earned for certain extraordinary services performed on behalf of the customers are recognized when the service has been performed.
Asset management revenue is earned from money management and advisory services that are performed over time. Revenue is based primarily on the market value of assets under management or administration using a time-elapsed method to measure progress toward complete satisfaction of the performance obligation. Fees are typically billed on a calendar month or quarter basis in advance or in arrears depending upon the contract. Certain programs provide the customer with an option of paying fees as a percentage of the account value or incurring commission charges for each trade similar to brokerage and insurance product commissions. Trade commissions and any other fees received for additional services are recognized at a point in time once the performance obligation is satisfied.
Mortgage Broker Fees

For customers desiring a mortgage product not currently offered by the Company, the Company may refer such customers and, with permission, direct such customers' applications to certain third party mortgage brokers. Mortgage broker fees are received from these brokers for such customer referrals upon settlement of the underlying mortgage. The Company's entitlement to the consideration is contingent on the settlement of the mortgage which is highly susceptible to factors outside of the Company's influence, such as the third party broker's underwriting requirements. Also, the uncertainty surrounding the consideration could be resolved in varying lengths of time, dependent upon the third party brokers. Therefore, mortgage broker fees are recognized at the settlement of the underlying mortgage when the consideration is received. Broker fees are recognized in the community banking segment.

Service Charges on Deposit Accounts

Service charges on deposit accounts include fees charged to deposit customers for various services, including account analysis services, and are based on factors such as the size and type of customer, type of product and number of transactions. The fees are based on a standard schedule of fees and, depending on the nature of the service performed, the service is performed at a point in time or over a period of a month. When the service is performed at a point in time, the Company recognizes and receives revenue when the service has been performed. When the service is performed over a period of a month, the Company recognizes and receives revenue in the month the service has been performed. Service charges on deposit accounts are recognized in the community banking segment.

Administrative Services

Administrative services revenue is earned from providing outsourced administrative services, such as data processing of payrolls, billing and cash management services, to temporary staffing service clients located throughout the United States. Fees are charged periodically (typically a payroll cycle) and computed in accordance with the contractually determined rate applied to the total gross billings administered for the period. The revenue is recognized over the period using a time-elapsed method to measure progress toward complete satisfaction of the performance obligation. Other fees are charged on a per occurrence basis as the service is provided in the billing cycle. The Company has certain contracts with customers to perform outsourced administrative services and short-term accounts receivable financing. For these contracts, the total fee is allocated between the administrative services revenue and interest income during the client onboarding process based on the specific client and services provided. Administrative services revenue is recognized in the specialty finance segment.

Card and Deposit Related Fees

Card related fees include interchange and merchant revenue, and fees related to debit and credit cards. Interchange revenue is related to the Company issued debit cards. Other deposit related fees primarily include pay by phone processing fees, ATM and safe deposit box fees, check order charges and foreign currency related fees. Card and deposit related fees are generally based on volume of transactions and are recognized at the point in time when the service has been performed. For any consideration that is constrained, the revenue is recognized once the uncertainty is known. Upfront fees received from certain contracts are recognized on a straight line basis over the term of the contract. Card and deposit related fees are recognized in the community banking segment.
Contract Balances

The following table provides information about contract assets, contract liabilities and receivables from contracts with customers:
(Dollars in thousands)December 31,
2024
December 31,
2023
Contract assets$ $— 
Contract liabilities $1,329 $665 
Mortgage broker fees receivable$101 $64 
Administrative services receivable213 118 
Wealth management receivable12,130 13,796 
Card related fees receivable1,026 1,190 
Total receivables from contracts with customer$13,470 $15,168 

Contract liabilities represent upfront fees that the Company received at inception of certain contracts. The revenue recognized that was included in the contract liability balance at beginning of the period totaled $565,000 and $932,000 for the years ended December 31, 2024 and 2023, respectively. Receivables are recognized in the period the Company provides services when the Company's right to consideration is unconditional. Card related fee receivable is the result of volume based fee that the Company receives from a customer on an annual basis in the second quarter of each year. Payment terms on other invoiced amounts are typically 30 days or less. Contract liabilities and receivables from contracts with customers are included within the accrued interest payable and other liabilities and accrued interest receivable and other assets line items, respectively, in the Consolidated Statements of Condition.

Transaction price allocated to the remaining performance obligations

For contracts with an original expected length of more than one year, the following table presents the estimated future timing of recognition of upfront fees related to card and deposit related fees. These upfront fees represent performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting period.

(Dollars in thousands)
Estimated—2025$552 
Estimated—2026111 
Estimated—2027111 
Estimated—2028111 
Estimated—2029+444 
Total$1,329 

Practical Expedients and Exemptions

The Company does not adjust the promised amount of consideration for the effects of a significant financing component if the Company expects, at contract inception, that the period between when the Company transfers a promised service to a customer and when the customer pays for that services is one year or less.

The Company recognizes the incremental costs of obtaining a contract as an expense when incurred if the amortization period of the asset that the entity otherwise would have recognized is one year or less.
v3.25.0.1
Lease Commitments
12 Months Ended
Dec. 31, 2024
Leases [Abstract]  
Lease Commitments Lease Commitments
The following tables provide a summary of lease costs, weighted average remaining lease term and discount rate and future required fixed payments related to the Company’s leasing arrangements in which it is the lessee:
Year Ended
(In thousands)
December 31,
2024
December 31,
2023
December 31,
2022
Operating lease cost$23,446 $22,337 $22,767 
Finance lease cost:
Amortization of right-of-use asset249 219 219 
Interest on lease liability366 290 291 
Short-term lease cost111 41 302 
Variable lease cost2,865 2,391 2,966 
Sublease income(80)(70)(73)
Total lease cost$26,957 $25,208 $26,472 

Year Ended
(In thousands)December 31,
2024
December 31,
2023
Cash paid for amounts included in the measurement of operating lease liabilities$24,940 $23,599 
Cash paid for amounts included in the measurement of finance lease liabilities349 337 
Right-of-use asset obtained in exchange for new operating lease liabilities9,538 14,595 
Right-of-use asset obtained in exchange for new finance lease liabilities1,222 1,408 
Weighted average remaining lease term - operating leases9.87 years10.6 years
Weighted average remaining lease term - finance leases36.49 years37.4 years
Weighted average discount rate - operating leases4.30 %4.12 %
Weighted average discount rate - finance leases3.93 %3.81 %

(In thousands)
Payments
2025$25,408 
202623,020 
202721,544 
202819,601 
202917,407 
2030 and thereafter93,401 
Total minimum future amounts$200,381 
Impact of measuring the lease liability on a discounted basis(46,771)
Total lease liability$153,610 
In addition to the lessee arrangements discussed above, the Company also leases certain owned premises and receives rental income from such lessor agreements. Gross rental income related to the Company’s buildings totaled $5.8 million, $6.3 million and $7.8 million, in 2024, 2023 and 2022, respectively. The approximate annual gross rental receipts under noncancelable agreements with remaining terms in excess of one year as of December 31, 2024, are as follows (in thousands):
 
Receipts
2025$3,717 
20262,997 
20272,245 
20281,131 
2029746 
2030 and thereafter3,612 
Total minimum future amounts$14,448 
Lease Commitments Lease Commitments
The following tables provide a summary of lease costs, weighted average remaining lease term and discount rate and future required fixed payments related to the Company’s leasing arrangements in which it is the lessee:
Year Ended
(In thousands)
December 31,
2024
December 31,
2023
December 31,
2022
Operating lease cost$23,446 $22,337 $22,767 
Finance lease cost:
Amortization of right-of-use asset249 219 219 
Interest on lease liability366 290 291 
Short-term lease cost111 41 302 
Variable lease cost2,865 2,391 2,966 
Sublease income(80)(70)(73)
Total lease cost$26,957 $25,208 $26,472 

Year Ended
(In thousands)December 31,
2024
December 31,
2023
Cash paid for amounts included in the measurement of operating lease liabilities$24,940 $23,599 
Cash paid for amounts included in the measurement of finance lease liabilities349 337 
Right-of-use asset obtained in exchange for new operating lease liabilities9,538 14,595 
Right-of-use asset obtained in exchange for new finance lease liabilities1,222 1,408 
Weighted average remaining lease term - operating leases9.87 years10.6 years
Weighted average remaining lease term - finance leases36.49 years37.4 years
Weighted average discount rate - operating leases4.30 %4.12 %
Weighted average discount rate - finance leases3.93 %3.81 %

(In thousands)
Payments
2025$25,408 
202623,020 
202721,544 
202819,601 
202917,407 
2030 and thereafter93,401 
Total minimum future amounts$200,381 
Impact of measuring the lease liability on a discounted basis(46,771)
Total lease liability$153,610 
In addition to the lessee arrangements discussed above, the Company also leases certain owned premises and receives rental income from such lessor agreements. Gross rental income related to the Company’s buildings totaled $5.8 million, $6.3 million and $7.8 million, in 2024, 2023 and 2022, respectively. The approximate annual gross rental receipts under noncancelable agreements with remaining terms in excess of one year as of December 31, 2024, are as follows (in thousands):
 
Receipts
2025$3,717 
20262,997 
20272,245 
20281,131 
2029746 
2030 and thereafter3,612 
Total minimum future amounts$14,448 
Lease Commitments Lease Commitments
The following tables provide a summary of lease costs, weighted average remaining lease term and discount rate and future required fixed payments related to the Company’s leasing arrangements in which it is the lessee:
Year Ended
(In thousands)
December 31,
2024
December 31,
2023
December 31,
2022
Operating lease cost$23,446 $22,337 $22,767 
Finance lease cost:
Amortization of right-of-use asset249 219 219 
Interest on lease liability366 290 291 
Short-term lease cost111 41 302 
Variable lease cost2,865 2,391 2,966 
Sublease income(80)(70)(73)
Total lease cost$26,957 $25,208 $26,472 

Year Ended
(In thousands)December 31,
2024
December 31,
2023
Cash paid for amounts included in the measurement of operating lease liabilities$24,940 $23,599 
Cash paid for amounts included in the measurement of finance lease liabilities349 337 
Right-of-use asset obtained in exchange for new operating lease liabilities9,538 14,595 
Right-of-use asset obtained in exchange for new finance lease liabilities1,222 1,408 
Weighted average remaining lease term - operating leases9.87 years10.6 years
Weighted average remaining lease term - finance leases36.49 years37.4 years
Weighted average discount rate - operating leases4.30 %4.12 %
Weighted average discount rate - finance leases3.93 %3.81 %

(In thousands)
Payments
2025$25,408 
202623,020 
202721,544 
202819,601 
202917,407 
2030 and thereafter93,401 
Total minimum future amounts$200,381 
Impact of measuring the lease liability on a discounted basis(46,771)
Total lease liability$153,610 
In addition to the lessee arrangements discussed above, the Company also leases certain owned premises and receives rental income from such lessor agreements. Gross rental income related to the Company’s buildings totaled $5.8 million, $6.3 million and $7.8 million, in 2024, 2023 and 2022, respectively. The approximate annual gross rental receipts under noncancelable agreements with remaining terms in excess of one year as of December 31, 2024, are as follows (in thousands):
 
Receipts
2025$3,717 
20262,997 
20272,245 
20281,131 
2029746 
2030 and thereafter3,612 
Total minimum future amounts$14,448 
v3.25.0.1
Income Taxes
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
Income tax expense (benefit) for the years ended December 31, 2024, 2023 and 2022 is summarized as follows:
 Years Ended December 31,
(In thousands)
202420232022
Current income taxes:
Federal$178,075 $165,518 $116,976 
State52,882 62,948 48,633 
Foreign10,076 13,696 3,207 
Total current income taxes$241,033 $242,162 $168,816 
Deferred income taxes:
Federal$2,914 $(8,245)$18,560 
State7,927 (9,750)(1,183)
Foreign170 (1,712)4,680 
Total deferred income taxes$11,011 $(19,707)$22,057 
Total income tax expense$252,044 $222,455 $190,873 

The Company’s income before income taxes in 2024, 2023 and 2022 includes $27.3 million, $42.5 million and $27.7 million, respectively, of foreign income attributable to its Canadian subsidiary.
The tax effects of certain transactions are recorded directly to shareholders’ equity rather than income tax expense. The tax effect of fair value adjustments on securities available-for-sale and derivative instruments in cash flow hedges are recorded directly to shareholders’ equity as part of other comprehensive income (loss) and are reflected on the Consolidated Statements of Comprehensive Income. The tax effect of unrealized gains and losses on certain foreign currency transactions is also recorded in shareholders’ equity as part of other comprehensive income (loss).
A reconciliation of the differences between taxes computed using the statutory Federal income tax rate and actual income tax expense is as follows:
 Years Ended December 31,
(Dollars in thousands)
202420232022
Income tax expense using the statutory Federal income tax rate of 21% on income before taxes$198,889 $177,467 $147,117 
(Decrease) increase in tax resulting from:
Tax-exempt interest, net of interest expense disallowance(5,338)(5,348)(3,936)
State taxes, net of federal tax benefit48,039 42,027 37,328 
Income earned on bank owned life insurance(1,139)(1,013)(102)
Excess tax benefits on share based compensation(3,621)(2,314)(2,278)
Meals, entertainment and related expenses2,823 2,439 1,506 
FDIC insurance expense8,602 7,713 6,014 
Non-deductible compensation expense2,587 2,147 2,361 
Foreign subsidiary, net4,600 3,060 2,376 
Tax benefits related to tax credits, net(3,049)(3,632)(338)
Other, net(349)(91)825 
Income tax expense$252,044 $222,455 $190,873 


The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and liabilities at December 31, 2024 and 2023 are as follows:
(In thousands)
20242023
Deferred tax assets:
Net unrealized losses on securities included in other comprehensive income$151,886 $126,155 
Allowance for credit losses113,648 113,105 
Right-of-use liability39,691 43,693 
Deferred compensation34,850 25,369 
   Stock-based compensation14,741 13,762 
Loans12,104 435 
FDIC special assessment6,926 9,092 
Net unrealized losses on derivatives included in other comprehensive income4,032 — 
Federal net operating loss carryforward549 697 
Other1,091 4,495 
Total gross deferred tax assets379,518 336,803 
Deferred tax liabilities:
Equipment leasing165,363 165,806 
Capitalized servicing rights52,298 49,857 
Goodwill and intangible assets42,733 16,019 
Premises and equipment38,554 35,288 
Right-of-use asset32,651 36,249 
Net unrealized gains on derivatives included in other comprehensive income 11,516 
Deferred loan fees and costs7,889 7,434 
Other2,660 2,652 
Total gross deferred tax liabilities342,148 324,821 
Net deferred tax assets$37,370 $11,982 

Management has determined that a valuation allowance is not required for the deferred tax assets at December 31, 2024 because it is more likely than not that these assets could be realized through future reversals of existing taxable temporary differences, tax planning strategies and future taxable income. This conclusion is based on the Company’s historical earnings, its current level of earnings and prospects for continued growth and profitability.
The Company has Federal net operating loss (“NOL”) carryforwards of $2.6 million that begin to expire in 2029 through 2035 and are subject to IRC Section 382 annual limitation. The NOL carryforwards were a result of acquisitions.
The Company accounts for uncertainties in income taxes in accordance with ASC 740, “Income Taxes.” At December 31, 2024, 2023, and 2022, the Company had no unrecognized tax benefits related to uncertain tax positions that, if recognized, would impact the effective tax rate. If the Company were to record interest or penalties associated with uncertain tax positions, the interest or penalties would be included in income tax expense. As of December 31, 2024, the Company does not expect the total amount of unrecognized tax benefits to significantly increase in the next 12 months.

The Company and its subsidiaries are subject to U.S. federal income tax as well as income tax in numerous state jurisdictions and in Canada. In the ordinary course of business, we are routinely subject to audit by the taxing authorities of these jurisdictions. Currently, the Company’s U.S. federal income tax returns are open and subject to audit for the 2021 tax return year forward, and in general, the Company’s state income tax returns are open and subject to audit from the 2021 tax return year forward, subject to individual state statutes of limitation. The Company has extended the statute of limitations on certain state income tax returns for tax years 2017 through 2020 due to an ongoing audit. The Company’s Canadian subsidiary’s Canadian income tax returns are also subject to audit for the 2021 tax return year forward.
v3.25.0.1
Stock Compensation Plans and Other Employee Benefit Plans
12 Months Ended
Dec. 31, 2024
Share-Based Payment Arrangement, Noncash Expense [Abstract]  
Stock Compensation Plans and Other Employee Benefit Plans Stock Compensation Plans and Other Employee Benefit Plans
Stock Incentive Plan

In May 2022, the Company’s shareholders approved the 2022 Stock Incentive Plan (“the 2022 Plan”) which provides for the issuance of up to 1,200,000 shares of common stock plus any shares of common stock that were available for awards under the 2015 Stock Incentive Plan (“the 2015 Plan”) as of the effective date of the 2022 Plan. The 2022 Plan replaced the 2015 Plan, and similarly, the 2015 Plan replaced the 2007 Stock Incentive Plan (“the 2007 Plan”) and the 2007 Plan replaced the 1997 Stock Incentive Plan (“the 1997 Plan”). The 2022 Plan, 2015 Plan, 2007 Plan and the 1997 Plan are collectively referred to as “the Plans.” The 2022 Plan has substantially similar terms to the predecessor plans. Awards granted under the Plans for which common shares are not issued by reason of cancellation, forfeiture, lapse of such award or settlement of such award in cash, are again available under the 2022 Plan. All grants made after the approval of the 2022 Plan are made pursuant to the 2022 Plan. As of December 31, 2024, approximately 680,538 shares were available for future grants assuming the maximum number of shares are issued for the performance awards outstanding. The Plans cover substantially all employees of Wintrust. The Compensation Committee of the Board of Directors administers all stock-based compensation programs and authorizes all awards granted pursuant to the Plans.

The Plans permit the grant of incentive stock options, non-qualified stock options, stock appreciation rights, stock awards, restricted share or unit awards, performance awards and other incentive awards valued in whole or in part by reference to the Company’s common stock, all on a stand-alone, combination or tandem basis. The Company historically awarded stock-based compensation in the form of time-vested non-qualified stock options and time-vested restricted share unit awards (“restricted shares”). The grants of options provide for the purchase of shares of the Company’s common stock at the fair market value of the stock on the date the options are granted. Stock options generally vest ratably over periods of three to five years and have a maximum term of ten years from the date of grant. Restricted shares entitle the holders to receive, at no cost, shares of the Company’s common stock. Restricted shares generally vest over periods of one to five years from the date of grant.

Beginning in 2011, the Company has awarded annual grants under the Long-Term Incentive Program (“LTIP”), which is administered under the Plans. The LTIP is designed in part to align the interests of management with interests of shareholders, foster retention, create a long-term focus based on sustainable results and provide participants a target long-term incentive opportunity. LTIP grants in 2024, 2023, and 2022 consisted of a combination of performance-based stock awards with a performance condition metric, performance-based stock awards with a market condition metric and time-vested restricted shares. Performance-based stock awards granted under the LTIP are contingent upon the achievement of pre-established long-term performance goals set in advance by the Compensation Committee over a three-year period starting at the beginning of each calendar year. Performance-based stock awards with a market condition metric are contingent on the total shareholder return performance over a three-year period relative to the KBW Regional Bank Index. These performance awards are granted at a target level, and based on the Company’s achievement of the pre-established long-term goals, the actual payouts can range from 0% to a maximum of 150% of the target award. The awards typically vest in the quarter after the end of the performance period upon certification of the payout by the Compensation Committee of the Board of Directors. Holders of performance-based stock awards are entitled to receive, at no cost, the shares earned based on the achievement of the pre-established long-term goals.
Holders of restricted share awards and performance-based stock awards received under the Plans are not entitled to vote or receive cash dividends (or cash payments equal to the cash dividends) on the underlying common shares until the awards are vested and shares are issued. Shares that are vested but are not issuable pursuant to deferred compensation arrangements accrue additional shares based on the value of dividends otherwise paid. Except in limited circumstances, awards granted pursuant to the Plans are canceled upon termination of employment without any payment of consideration by the Company.

Stock-based compensation is measured as the fair value of an award on the date of grant, and the measured cost is recognized over the period which the recipient is required to provide service in exchange for the award. The fair value of restricted share and performance-based stock awards with a performance metric is determined based on the average of the high and low trading prices on the grant date. The fair value of performance stock awards with a market condition metric is determined using a Monte Carlo simulation model and the fair value of stock options is estimated using a Black-Scholes option-pricing model. The Monte Carlo simulation model and the Black-Scholes option-pricing model require the input of highly subjective assumptions and are sensitive to changes in the award’s expected life and the price volatility of the underlying stock, which can materially affect the fair value estimates. Management periodically reviews and adjusts the assumptions used to calculate the fair value of such awards when granted. No options have been granted since 2016.

Stock-based compensation is recognized based on the number of awards that are ultimately expected to vest, taking into account expected forfeitures. In addition, for performance-based awards with a performance metric, an estimate is made of the number of shares expected to vest as a result of actual performance against the performance criteria in the award to determine the amount of compensation expense to recognize. The estimate is re-evaluated quarterly and total compensation expense is adjusted for any change in estimate in the current period.

Stock-based compensation expense recognized in the Consolidated Statements of Income was $38.9 million, $33.5 million and $31.7 million and the related tax benefits were $8.3 million, $7.4 million and $7.0 million in 2024, 2023 and 2022, respectively.

A summary of the Plans’ stock option activity for the years ended December 31, 2024, 2023 and 2022 is as follows:
Stock OptionsCommon
Shares
Weighted Average
Strike Price
Remaining
Contractual Term(1)
Intrinsic Value(2)
($000)
Outstanding at January 1, 2022
193,447 $41.62 
Exercised(123,924)41.89 
Forfeited or canceled(1,430)40.87   
Outstanding at December 31, 2022
68,093 $41.14 1.1$2,954 
Exercisable at December 31, 2022
68,093 $41.14 1.1$2,954 
Outstanding at January 1, 2023
68,093 $41.14 
Exercised(54,993)40.75 
Outstanding at December 31, 2023
13,100 $42.76 4.2$655 
Exercisable at December 31, 2023
13,100 $42.76 4.2$655 
Outstanding at January 1, 2024
13,100 $42.76 
Exercised(2,275)38.00 
Outstanding at December 31, 2024
10,825 $43.76 3.5$876 
Exercisable at December 31, 2024
10,825 $43.76 3.5$876 
Vested or expected to vest at December 31, 2024
10,825 $43.76 3.5$876 
(1)Represents the weighted average contractual remaining life in years.
(2)Aggregate intrinsic value represents the total pretax intrinsic value (i.e., the difference between the Company’s stock price at year end and the option exercise price, multiplied by the number of shares) that would have been received by the option holders if they had exercised their options on the last day of the year. Options with exercise prices above the year end stock price are excluded from the calculation of intrinsic value. The intrinsic value will change based on the fair market value of the Company’s stock.

The aggregate intrinsic value of options exercised during the years ended December 31, 2024, 2023 and 2022, was $179,664, $2.5 million and $6.7 million, respectively. The actual tax benefit realized for the tax deductions from option exercises totaled $30,000, $540,000 and $1.8 million for 2024, 2023 and 2022, respectively. Cash received from option exercises under the Plans for the years ended December 31, 2024, 2023 and 2022 was $86,457, $2.2 million and $5.2 million, respectively.
A summary of the Plans’ restricted share activity for the years ended December 31, 2024, 2023 and 2022 is as follows:
 
 202420232022
Restricted SharesCommon
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Outstanding at January 1746,123 $79.60 610,155 $73.21 476,813 $61.33 
Granted407,046 99.89 270,855 88.06 225,680 95.93 
Vested and issued(241,415)70.41 (121,534)65.90 (68,541)64.49 
Forfeited or canceled(30,888)95.26 (13,353)83.68 (23,797)75.84 
Outstanding at end of year880,866 $90.95 746,123 $79.60 610,155 $73.21 
Vested, but deferred, at year end100,610 $54.46 98,919 $53.58 96,920 $53.08 

A summary of the Plans’ performance-based stock award activity, based on the target level of the awards, for the years ended December 31, 2024, 2023 and 2022 is as follows:
 202420232022
Performance SharesCommon
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Outstanding at January 1553,026 $79.69 545,379 $70.30 557,255 $62.94 
Granted111,469 100.47 189,355 92.36 160,598 97.14 
Added by performance factor at vesting96,952 58.78 23,925 62.82 — — 
Vested and issued(295,644)58.69 (186,344)62.67 — — 
Forfeited or canceled(11,786)95.97 (19,289)81.84 (172,474)71.52 
Outstanding at end of year454,017 $93.57 553,026 $79.69 545,379 $70.30 
Vested, but deferred, at year end21,759 $44.51 29,020 $45.88 35,696 $44.38 

At December 31, 2024, the maximum number of performance-based shares that could be issued on outstanding awards if performance is attained at the maximum amount was approximately 670,000 shares.

The actual tax benefit realized upon the vesting and issuance of restricted shares and performance-based stock is based on the fair value of the shares on the issue date, and the estimated tax benefit of the awards is based on fair value of the awards on the grant date. The actual tax benefit realized upon the vesting and issuance of restricted shares and performance-based stock in 2024 was $4.4 million more than the expected tax benefit for those shares; in 2023 the actual tax benefit was $1.8 million more than the expected tax benefit for those shares and in 2022 the actual tax benefit was $580,000 more than the expected tax benefit for those shares. These differences in actual and expected tax benefits were recorded to income tax expense.

As of December 31, 2024, there was $47.2 million of total unrecognized compensation cost related to non-vested share based arrangements under the Plans. That cost is expected to be recognized over a weighted average period of approximately two years. The total fair value of shares vested during the years ended December 31, 2024, 2023 and 2022 was $34.7 million, $22.1 million and $4.5 million, respectively.

The Company issues new shares to satisfy its obligation to issue shares granted pursuant to the Plans.

Cash Incentive and Retention Plan

The Cash Incentive and Retention Plan (“CIRP”) allows the Company to provide cash compensation to the Company’s and its subsidiaries’ officers and employees. The CIRP is administered by the Compensation Committee of the Board of Directors. The CIRP generally provides for the grants of cash awards, which may be earned pursuant to the achievement of performance criteria established by the Compensation Committee and/or continued employment. The performance criteria, if any, established by the Compensation Committee must relate to one or more of the criteria specified in the CIRP, which includes: earnings, earnings growth, revenues, stock price, return on assets, return on equity, improvement of financial ratings, achievement of balance sheet or income statement objectives and expenses. These criteria may relate to the Company, a particular line of business or a specific subsidiary of the Company. The Company had no expense related to the CIRP in 2024, 2023 and 2022, and no awards were paid in those years. There were no outstanding awards under this plan at December 31, 2024.
Other Employee Benefits

Wintrust and its subsidiaries also provide 401(k) Retirement Savings Plans (“401(k) Plans”). The 401(k) Plans cover all employees meeting certain eligibility requirements. Contributions by employees are made through salary deferrals at their direction, subject to certain Plan and statutory limitations. Employer contributions to the 401(k) Plans are made at the employer’s discretion. Eligible participants that have contributed to the 401(k) Plans are eligible to share in an allocation of employer contributions. The Company’s expense for the employer contributions to the 401(k) Plans was approximately $19.7 million in 2024, $19.2 million in 2023, and $16.2 million in 2022.

The Wintrust Financial Corporation Employee Stock Purchase Plan (“ESPP”) is designed to encourage greater stock ownership among employees, thereby enhancing employee commitment to the Company. The ESPP gives eligible employees the right to accumulate funds over an offering period to purchase shares of common stock. All shares offered under the ESPP will be either newly issued shares of the Company or shares issued from treasury, if any. In accordance with the ESPP, beginning January 1, 2015, the purchase price of the shares of common stock is equal to 95% of the closing price of the Company’s common stock on the last day of the offering period. During 2024, 2023 and 2022, 32,942, 46,034 and 40,421, shares of common stock, respectively, were purchased by participants and no compensation expense was recorded. The Company plans to continue to offer common stock through this ESPP on an ongoing basis and, in 2021, increased the shares authorized under the ESPP by 200,000 shares. At December 31, 2024, the Company had an obligation to issue 6,540 shares of common stock to participants and had 133,496 shares available for future grants under the ESPP.

The Company does not currently offer other postretirement benefits such as health care or other pension plans.

Directors Deferred Fee and Stock Plan

The Wintrust Financial Corporation Directors Deferred Fee and Stock Plan (“DDFS Plan”) allows directors of the Company and its subsidiaries to choose to receive payment of directors’ fees in either cash or common stock of the Company and to defer the receipt of the fees. The DDFS Plan is designed to encourage stock ownership by directors. All shares offered under the DDFS Plan will be either newly issued shares of the Company or shares issued from treasury. The number of shares issued is determined on a quarterly basis based on the fees earned during the quarter and the fair market value per share of the common stock on the last trading day of the preceding quarter. The shares are issued annually and the directors are entitled to dividends and voting rights upon the issuance of the shares. During 2020, an additional 200,000 shares were authorized under the DDFS Plan. During 2024, 2023 and 2022, a total of 14,927 shares, 63,001 shares and 59,174 shares, respectively, were issued to directors. For those directors that elect to defer the receipt of the common stock, the Company maintains records of stock units representing an obligation to issue shares of common stock. The number of stock units equals the number of shares that would have been issued had the director not elected to defer receipt of the shares. Additional stock units are credited at the time dividends are paid, however no voting rights are associated with the stock units. The shares of common stock represented by the stock units are issued in the year specified by the directors in their participation agreements. At December 31, 2024, the Company has an obligation to issue 304,092 shares of common stock to directors and has 52,508 shares available for future grants under the DDFS Plan.
v3.25.0.1
Regulatory Matters
12 Months Ended
Dec. 31, 2024
Broker-Dealer, Net Capital Requirement, SEC Regulation [Abstract]  
Regulatory Matters Regulatory Matters
Banking laws place restrictions upon the amount of dividends that can be paid to Wintrust by the banks. Based on these laws, the banks could, subject to minimum capital requirements, declare dividends to Wintrust without obtaining regulatory approval in an amount not exceeding (a) undivided profits, and (b) the amount of net income reduced by dividends paid for the current and prior two years. During 2024, 2023 and 2022, cash dividends totaling $475.0 million, $360.0 million and $52.0 million, respectively, were paid to Wintrust by the banks and other subsidiaries. As of December 31, 2024, the banks had approximately $932.5 million available to be paid as dividends to Wintrust without prior regulatory approval and without reducing their capital below the well-capitalized level.

The Company and the banks are subject to various regulatory capital requirements established by the federal banking agencies that take into account risk attributable to balance sheet and off-balance sheet activities. Failure to meet minimum capital requirements can initiate certain mandatory — and possibly discretionary — actions by regulators, that if undertaken could have a direct material effect on the Company’s financial statements. Under capital adequacy guidelines and the regulatory framework for prompt corrective action, the Company and the banks must meet specific capital guidelines that involve quantitative measures of the Company’s assets, liabilities, and certain off-balance sheet items as calculated under regulatory accounting practices.
Quantitative measures established by regulation to ensure capital adequacy require the Company and the banks to maintain minimum amounts and ratios of total and Tier 1 capital (as defined in the regulations) to risk-weighted assets (as defined) and Tier 1 leverage capital (as defined) to average quarterly assets (as defined). The Federal Reserve’s capital guidelines require bank holding companies to maintain a minimum ratio of qualifying total capital to risk-weighted assets of 8.0%, of which at least 4.50% must be in the form of Common Equity Tier 1 capital and 6.0% must be in the form of Tier 1 capital. The Federal Reserve also requires a minimum leverage ratio of Tier 1 capital to average total assets of 4.0%. In addition, the Federal Reserve continues to consider the Tier 1 leverage ratio in evaluating proposals for expansion or new activities.

As reflected in the following table, the Company met all minimum capital requirements at December 31, 2024 and 2023:

20242023
Total capital to risk weighted assets12.3 %12.1 %
Tier 1 capital to risk weighted assets10.7 10.3 
Common Equity Tier 1 capital to risk weighted assets9.9 9.4 
Tier 1 Leverage Ratio9.4 9.3 

Wintrust is designated as a financial holding company. Bank holding companies approved as financial holding companies may engage in an expanded range of activities, including the businesses conducted by its wealth management subsidiaries. As a financial holding company, Wintrust’s banks are required to maintain their capital positions at the “well-capitalized” level. As of December 31, 2024, the banks were categorized as well-capitalized under the regulatory framework for prompt corrective action. The ratios required for the banks to be “well capitalized” by regulatory definition are 10.0%, 8.0%, 6.5% and 5.0% for total capital to risk-weighted assets, Tier 1 capital to risk-weighted assets, Common Equity Tier 1 capital to risk weighted assets and Tier 1 leverage ratio, respectively.
The banks’ actual capital amounts and ratios as of December 31, 2024 and 2023 are presented in the following table:
December 31, 2024December 31, 2023
 ActualTo Be Well
Capitalized by
Regulatory Definition
ActualTo Be Well
Capitalized by
Regulatory Definition
 (Dollars in thousands)AmountRatioAmountRatioAmountRatioAmountRatio
Total Capital (to Risk Weighted Assets):
Lake Forest Bank$857,438 11.8 %$728,358 10.0 %$852,471 12.5 %$683,460 10.0 %
Hinsdale Bank543,925 11.9 458,046 10.0 478,606 11.8 407,428 10.0 
Wintrust Bank1,164,532 12.7 915,950 10.0 1,115,527 11.9 938,320 10.0 
Libertyville Bank276,568 11.8 234,181 10.0 272,241 12.3 221,509 10.0 
Barrington Bank472,428 11.4 413,497 10.0 431,663 11.6 372,989 10.0 
Crystal Lake Bank187,820 11.8 159,314 10.0 181,916 12.7 143,786 10.0 
Northbrook Bank502,434 11.3 446,536 10.0 474,973 12.3 385,619 10.0 
Macatawa307,829 16.3 189,233 10.0 NANANA10.0 
Schaumburg Bank229,770 12.2 187,982 10.0 203,127 11.3 179,670 10.0 
Village Bank310,037 11.5 270,656 10.0 278,437 11.9 233,112 10.0 
Beverly Bank265,590 12.5 213,222 10.0 239,374 11.5 207,604 10.0 
Town Bank387,911 11.4 340,161 10.0 352,266 11.7 301,424 10.0 
Wheaton Bank347,365 11.4 304,003 10.0 317,491 11.5 275,018 10.0 
State Bank of the Lakes213,869 11.6 184,932 10.0 197,243 11.9 165,218 10.0 
Old Plank Trail Bank271,641 11.3 241,562 10.0 240,694 11.3 212,258 10.0 
St. Charles Bank291,380 11.2 259,615 10.0 250,964 11.5 218,403 10.0 
Tier 1 Capital (to Risk Weighted Assets):
Lake Forest Bank$807,848 11.1 %$582,687 8.0 %$804,011 11.8 %$546,768 8.0 %
Hinsdale Bank512,323 11.2 366,437 8.0 447,075 11.0 325,943 8.0 
Wintrust Bank1,069,171 11.7 732,760 8.0 1,009,631 10.8 750,656 8.0 
Libertyville Bank258,709 11.1 187,345 8.0 253,576 11.5 177,207 8.0 
Barrington Bank453,022 11.0 330,798 8.0 416,070 11.2 298,392 8.0 
Crystal Lake Bank176,144 11.1 127,451 8.0 170,670 11.9 115,029 8.0 
Northbrook Bank473,065 10.6 357,229 8.0 441,563 11.5 308,496 8.0 
Macatawa293,541 15.5 151,387 8.0 NANANA8.0 
Schaumburg Bank216,675 11.5 150,386 8.0 190,280 10.6 143,736 8.0 
Village Bank286,808 10.6 216,524 8.0 255,649 11.0 186,489 8.0 
Beverly Bank246,565 11.6 170,578 8.0 221,548 10.7 166,083 8.0 
Town Bank366,265 10.8 272,129 8.0 334,086 11.1 241,139 8.0 
Wheaton Bank323,221 10.6 243,202 8.0 296,134 10.8 220,014 8.0 
State Bank of the Lakes203,972 11.0 147,946 8.0 189,197 11.5 132,174 8.0 
Old Plank Trail Bank255,788 10.6 193,249 8.0 227,759 10.7 169,806 8.0 
St. Charles Bank270,446 10.4 207,692 8.0 233,651 10.7 174,722 8.0 
Common Equity Tier 1 Capital (to Risk Weighted Assets):
Lake Forest Bank$807,848 11.1 %$473,433 6.5 %$804,011 11.8 %$444,249 6.5 %
Hinsdale Bank512,323 11.2 297,730 6.5 447,075 11.0 264,828 6.5 
Wintrust Bank1,069,171 11.7 595,367 6.5 1,009,631 10.8 609,908 6.5 
Libertyville Bank258,709 11.1 152,218 6.5 253,576 11.5 143,981 6.5 
Barrington Bank453,022 11.0 268,773 6.5 416,070 11.2 242,443 6.5 
Crystal Lake Bank176,144 11.1 103,554 6.5 170,670 11.9 93,461 6.5 
Northbrook Bank473,065 10.6 290,248 6.5 441,563 11.5 250,653 6.5 
Macatawa293,541 15.5 123,002 6.5 NANANA6.5 
Schaumburg Bank216,675 11.5 122,188 6.5 190,280 10.6 116,786 6.5 
Village Bank286,808 10.6 175,926 6.5 255,649 11.0 151,523 6.5 
Beverly Bank246,565 11.6 138,594 6.5 221,548 10.7 134,942 6.5 
Town Bank366,265 10.8 221,105 6.5 334,086 11.1 195,926 6.5 
Wheaton Bank323,221 10.6 197,602 6.5 296,134 10.8 178,762 6.5 
State Bank of the Lakes203,972 11.0 120,206 6.5 189,197 11.5 107,392 6.5 
Old Plank Trail Bank255,788 10.6 157,015 6.5 227,759 10.7 137,968 6.5 
St. Charles Bank270,446 10.4 168,750 6.5 233,651 10.7 141,962 6.5 
December 31, 2024December 31, 2023
 ActualTo Be Well
Capitalized by
Regulatory Definition
ActualTo Be Well
Capitalized by
Regulatory Definition
 (Dollars in thousands)AmountRatioAmountRatioAmountRatioAmountRatio
Tier 1 Leverage Ratio:
Lake Forest Bank$807,848 9.7 %$416,233 5.0 %$804,011 9.9 %$404,942 5.0 %
Hinsdale Bank512,323 9.6 266,427 5.0 447,075 9.4 238,724 5.0 
Wintrust Bank1,069,171 11.1 479,667 5.0 1,009,631 10.8 467,712 5.0 
Libertyville Bank258,709 9.5 136,451 5.0 253,576 9.7 130,396 5.0 
Barrington Bank453,022 10.7 212,429 5.0 416,070 10.8 192,589 5.0 
Crystal Lake Bank176,144 9.8 89,519 5.0 170,670 10.0 85,280 5.0 
Northbrook Bank473,065 9.2 256,737 5.0 441,563 9.9 222,668 5.0 
Macatawa293,541 10.1 144,975 5.0 NANANA5.0 
Schaumburg Bank216,675 10.0 108,031 5.0 190,280 9.4 101,620 5.0 
Village Bank286,808 9.6 149,062 5.0 255,649 9.8 129,995 5.0 
Beverly Bank246,565 10.1 122,295 5.0 221,548 10.0 110,741 5.0 
Town Bank366,265 8.9 205,847 5.0 334,086 9.1 183,077 5.0 
Wheaton Bank323,221 9.1 178,254 5.0 296,134 9.4 157,056 5.0 
State Bank of the Lakes203,972 9.8 104,067 5.0 189,197 9.9 95,551 5.0 
Old Plank Trail Bank255,788 8.9 143,480 5.0 227,759 9.0 127,250 5.0 
St. Charles Bank270,446 9.3 144,886 5.0 233,651 9.5 122,638 5.0 
NA - Macatawa Bank acquired August 1, 2024

Wintrust’s mortgage banking division and broker/dealer subsidiary are also required to maintain minimum net worth capital requirements with various governmental agencies. The mortgage banking division’s net worth requirements are governed by the Department of Housing and Urban Development and the broker/dealer’s net worth requirements are governed by the SEC. As of December 31, 2024, these business units met their minimum net worth capital requirements.
v3.25.0.1
Commitments and Contingencies
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
The Company has outstanding, at any time, a number of commitments to extend credit. These commitments include revolving home equity line and other credit agreements, term loan commitments and standby and commercial letters of credit. Standby and commercial letters of credit are conditional commitments issued to guarantee the performance of a customer to a third party. Standby letters of credit are contingent upon the failure of the customer to perform according to the terms of the underlying contract with the third party, while commercial letters of credit are issued specifically to facilitate commerce and typically result in the commitment being drawn on when the underlying transaction is consummated between the customer and the third party.

These commitments involve, to varying degrees, elements of credit and interest rate risk in excess of the amounts recognized in the Consolidated Statements of Condition. Since many of the commitments are expected to expire without being drawn upon, the total commitment amounts do not necessarily represent future cash requirements. The Company uses the same credit policies in making commitments as it does for on-balance sheet instruments. Commitments to extend commercial, commercial real estate and construction loans totaled $11.5 billion and $10.5 billion as of December 31, 2024 and 2023, respectively, and unused home equity lines totaled $999.1 million and $845.6 million as of December 31, 2024 and 2023, respectively. Standby and commercial letters of credit totaled $503.4 million at December 31, 2024 and $389.5 million at December 31, 2023.

In addition, at December 31, 2024 and 2023, the Company had approximately $361.3 million and $222.8 million, respectively, in commitments to fund residential mortgage loans to be sold into the secondary market. These lending commitments are also considered derivative instruments. The Company also enters into forward contracts for the future delivery of residential mortgage loans at specified interest rates to reduce the interest rate risk associated with commitments to fund loans as well as mortgage loans held-for-sale. These forward contracts are also considered derivative instruments and had contractual amounts of approximately $377.5 million at December 31, 2024 and $626.9 million at December 31, 2023. See Note (21) “Derivative Financial Instruments” in Item 8 of this report for further discussion on derivative instruments.

The Company enters into residential mortgage loan sale agreements with investors in the normal course of business. These agreements usually require certain representations concerning credit information, loan documentation, collateral and insurability. On occasion, investors have requested the Company to indemnify them against losses on certain loans or to
repurchase loans which the investors believe do not comply with applicable representations. Management maintains a liability for estimated losses on loans expected to be repurchased or on which indemnification is expected to be provided and regularly evaluates the adequacy of this recourse liability based on trends in repurchase and indemnification requests, actual loss experience, known and inherent risks in the loans, and current economic conditions. The Company sold approximately $2.6 billion of mortgage loans in 2024 and $2.0 billion in 2023. The liability for estimated losses on repurchase and indemnification claims for residential mortgage loans previously sold to investors was approximately $188,000 and $152,000 at December 31, 2024 and 2023, respectively, and was included in other liabilities on the Consolidated Statements of Condition. Losses charged against the liability were $60,100 in 2024 as compared to $96,000 in 2023. These losses relate to mortgages which experienced early payment and other defaults meeting certain representation and warranty recourse requirements.

The Company had unfunded commitments to investment partnerships that qualify for CRA purposes totaling $94.1 million and $54.0 million as of December 31, 2024 and 2023, respectively. Of these commitments, $67.0 million and $36.2 million related to legally-binding unfunded commitments for tax-credit investments and were included within other liabilities on the Consolidated Statements of Condition as of December 31, 2024 and 2023, respectively.

The Company utilizes an out-sourced securities clearing platform and has agreed to indemnify the clearing broker of Wintrust Investments for losses that it may sustain from the customer accounts introduced by Wintrust Investments. As of December 31, 2024 and 2023, the total amount of customer balances maintained by the clearing broker and subject to indemnification was approximately $15.4 million and $9.0 million, respectively. Wintrust Investments seeks to control the risks associated with its customers’ activities by requiring customers to maintain margin collateral in compliance with various regulatory and internal guidelines.
Litigation Matters

In accordance with applicable accounting principles, the Company establishes an accrued liability for litigation and threatened litigation actions and proceedings when those actions present loss contingencies, which are both probable and estimable. In actions for which a loss is reasonably possible in future periods, the Company determines whether it can estimate a loss or range of possible loss. To determine whether a possible loss is estimable, the Company reviews and evaluates its material litigation on an ongoing basis, in conjunction with any outside counsel handling the matter, in light of potentially relevant factual and legal developments. This review may include information learned through the discovery process, rulings on substantive or dispositive motions, and settlement discussions.

Wintrust Mortgage California PAGA Matter

On May 24, 2022, a former Wintrust Mortgage employee filed a California Private Attorney General Act (“PAGA”) suit, not individually, but as representative of all Wintrust Mortgage’s California hourly employees, against Wintrust Mortgage in the Superior Court of San Diego County, California. Plaintiff alleges Wintrust Mortgage failed to provide: (i) accurate sick leave accrual and pay; (ii) overtime wages; (iii) accurately itemized wage statements; (iv) meal breaks and meal premiums; (v) timely payment of earned wages; (vi) payment of all earned wages; and (vii) payment of all vested vacation hours. Wintrust Mortgage disputes the validity of Plaintiff’s claims and believes, to the extent there were defects in complying with California law governing the payment of compensation to Plaintiff, such errors would have been de minimis. Plaintiff also has an arbitration agreement with a collective and class action waiver and on January 19, 2023, Wintrust Mortgage moved to compel arbitration. The court stayed litigation pending mediation, which was held on May 13, 2024. The parties agreed to settle the dispute for an immaterial amount. On October 16, 2024, the court entered an order approving the settlement and on December 31, 2024, the funds were disbursed to the settlement administrator.

Wintrust Mortgage Fair Lending Matter

On May 25, 2022, a Wintrust Mortgage customer filed a putative class action and asserted individual claims against Wintrust Mortgage and Wintrust Financial Corporation in the District Court for the Northern District of Illinois. Plaintiff alleges that Wintrust Mortgage discriminated against black/African American borrowers and brings class claims under the Equal Credit Opportunity Act, Sections 1981 and 1982 under Chapter 42 of the United States Code; and the Fair Housing Act of 1968. Plaintiff also asserts individual claims under theories of promissory estoppel, fraudulent inducement, and breach of contract. On September 23, 2022, Wintrust filed a motion to dismiss the entire suit and the court granted that motion to dismiss on September 27, 2023 and gave Plaintiff until October 20, 2023 to file an amended complaint. Plaintiff timely filed an amended complaint. Wintrust moved to dismiss the amended complaint on November 21, 2023. This motion was fully briefed in January 2024 and remains pending with the Court. Wintrust vigorously disputes these allegations, believing them to be legally and factually meritless, and Wintrust otherwise lacks sufficient information to estimate the amount of any potential liability.
Wintrust Financial ERISA Matter

On July 29, 2022, a former Wintrust employee filed a class action in the District Court for the Northern District of Illinois asserting claims under the federal Employee Retirement Income Security Act (“ERISA”) against Wintrust Financial Corporation. Plaintiff alleges Wintrust breached its fiduciary duty in the selection of BlackRock Target Date funds for inclusion in its 401(k) plan, that Wintrust failed to monitor the performance of those funds, and in the alternative, Wintrust should be liable for breach of trust. Plaintiff’s sole basis for the allegations is that BlackRock Target Date funds allegedly performed more poorly than two comparable funds over a three-year period. Wintrust is one of several public companies that were sued on identical grounds within the same week by the same plaintiff’s law firm. On November 8, 2022, Wintrust filed a motion to dismiss the entire complaint. On July 14, 2023, the District Court granted Wintrust’s motion to dismiss and gave Plaintiff until August 2, 2023 to file an amended complaint. Plaintiff timely filed an amended complaint which Wintrust moved to dismiss on September 14, 2023. On August 14, 2024, the district court granted Wintrust’s motion with prejudice. On September 9, 2024, Plaintiff timely appealed to the Seventh Circuit. In December 2024, Plaintiff proposed the parties agree to dismiss the appeal and on December 18, 2024, the court entered and approved the joint stipulation of dismissal with prejudice which ended the litigation.

Other Matters

In addition, the Company and its subsidiaries, from time to time, are subject to pending and threatened legal action and proceedings arising in the ordinary course of business.

Based on information currently available and upon consultation with counsel, management believes that the eventual outcome of any pending or threatened legal actions and proceedings described above, including our ordinary course litigation, will not have a material adverse effect on the operations or financial condition of the Company. However, it is possible that the ultimate resolution of these matters, if unfavorable, may be material to the results of operations or financial condition for a particular period.
v3.25.0.1
Derivative Financial Instruments
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Financial Instruments Derivative Financial Instruments
The Company primarily enters into derivative financial instruments as part of its strategy to manage its exposure to changes in interest rates. Derivative instruments represent contracts between parties that result in one party delivering cash to the other party based on a notional amount and an underlying term (such as a rate, security price or price index or commodity price) as specified in the contract. The amount of cash delivered from one party to the other is determined based on the interaction of the notional amount of the contract with the underlying term. Derivatives are also implicit in certain contracts and commitments.

The derivative financial instruments currently used by the Company to manage its exposure to interest rate risk include: (1) interest rate swaps and collars to manage the interest rate risk of certain fixed and variable rate assets and variable rate liabilities; (2) interest rate lock commitments provided to customers to fund certain mortgage loans to be sold into the secondary market; (3) forward commitments for the future delivery of such mortgage loans to protect the Company from adverse changes in interest rates and corresponding changes in the value of mortgage loans held-for-sale; (4) covered call options to economically hedge specific investment securities and receive fee income, effectively enhancing the overall yield on such securities to compensate for net interest margin compression; and (5) options and swaps to economically hedge a portion of the fair value adjustments related to the Company’s mortgage servicing rights portfolio. The Company also enters into derivatives (typically interest rate swaps and commodity forward contracts) with certain qualified borrowers to facilitate the borrowers’ risk management strategies and concurrently enters into mirror-image derivatives with a third party counterparty, effectively making a market in the derivatives for such borrowers. Additionally, the Company enters into foreign currency contracts to manage foreign exchange risk associated with certain foreign currency denominated assets.

The Company recognizes derivative financial instruments in the consolidated financial statements at fair value regardless of the purpose or intent for holding the instrument. The Company records derivative assets and derivative liabilities on the Consolidated Statements of Condition within accrued interest receivable and other assets and accrued interest payable and other liabilities, respectively. Changes in the fair value of derivative financial instruments are either recognized in income or in shareholders’ equity as a component of accumulated other comprehensive income or loss depending on whether the derivative financial instrument qualifies for hedge accounting and, if so, whether it qualifies as a fair value hedge or cash flow hedge.

Changes in fair values of derivatives accounted for as fair value hedges are recorded in income in the same period and in the same income statement line as changes in the fair values of the hedged items that relate to the hedged risk(s). Changes in fair values of derivative financial instruments accounted for as cash flow hedges are recorded as a component of accumulated other comprehensive income or loss, net of deferred taxes, and reclassified to earnings when the hedged transaction affects earnings. Changes in fair values of derivative financial instruments not designated in a hedging relationship pursuant to ASC 815 are
reported in non-interest income during the period of the change. Derivative financial instruments are valued by a third party and are corroborated by comparison with valuations provided by the respective counterparties. Fair values of certain mortgage banking derivatives (interest rate lock commitments and forward commitments to sell mortgage loans) are estimated based on changes in mortgage interest rates from the date of the loan commitment. The fair value of foreign currency derivatives is computed based on changes in foreign currency rates stated in the contract compared to those prevailing at the measurement date. Commodity derivative fair values are computed based on changes in the price per unit stated in the contract compared to those prevailing at the measurement date.

The table below presents the fair value of the Company’s derivative financial instruments as of December 31, 2024 and December 31, 2023:

Derivative AssetsDerivative Liabilities
(In thousands)December 31, 2024December 31, 2023December 31, 2024December 31, 2023
Derivatives designated as hedging instruments under ASC 815:
Interest rate derivatives designated as Cash Flow Hedges$7,329 $40,116 $56,084 $44,456 
Interest rate derivatives designated as Fair Value Hedges10,001 12,349 87 273 
Total derivatives designated as hedging instruments under ASC 815$17,330 $52,465 $56,171 $44,729 
Derivatives not designated as hedging instruments under ASC 815:
Interest rate derivatives$177,553 $211,490 $183,799 $210,397 
Interest rate lock commitments1,950 4,511 18 — 
Forward commitments to sell mortgage loans1,297 — 88 5,212 
Commodity forward contracts766 888 583 609 
Foreign exchange contracts1,131 6,372 1,091 6,308 
Total derivatives not designated as hedging instruments under ASC 815$182,697 $223,261 $185,579 $222,526 
Total Derivatives$200,027 $275,726 $241,750 $267,255 

Cash Flow Hedges of Interest Rate Risk

The Company’s objectives in using interest rate derivatives are to add stability to net interest income and to manage its exposure to interest rate movements. To accomplish these objectives, the Company primarily uses interest rate swaps and interest rate collars as part of its interest rate risk management strategy. Interest rate swaps designated as cash flow hedges involve the receipt of variable-rate amounts to or from a counterparty in exchange for the Company receiving or paying fixed-rate payments over the life of the agreements without the exchange of the underlying notional amount. Interest rate collars designated as cash flow hedges involve the settlement of amounts in which the interest rate specified in the contract exceeds the agreed upon cap strike rate or in which the interest rate specified in the contract is below the agreed upon floor strike rate at the end of each period.

As of December 31, 2024, the Company had various interest rate collar and swap derivatives designated as cash flow hedges of variable rate loans. When the relationship between the hedged item and hedging instrument is highly effective at achieving offsetting changes in cash flows attributable to the hedged risk, changes in the fair value of these cash flow hedges are recorded in accumulated other comprehensive income or loss and are subsequently reclassified to interest income as interest payments are made on such variable rate loans. The changes in fair value (net of tax) are separately disclosed in the Consolidated Statements of Comprehensive Income.
The table below provides details on these cash flow hedges, summarized by derivative type and maturity, as of December 31, 2024:

December 31, 2024
(In thousands)Notional
Amount
Fair Value
Asset (Liability)
Interest Rate Collars at 1-month CME term SOFR:
Buy 2.250% floor, sell 3.743% cap; matures September 2025
$1,250,000 $(3,943)
Buy 2.750% floor, sell 4.320% cap; matures October 2026
500,000 (893)
Buy 2.000% floor, sell 3.450% cap; matures September 2027
1,250,000 (23,600)
Interest Rate Swaps at 1-month CME term SOFR:
Fixed 3.748%; matures December 2025
250,000 (881)
Fixed 3.759%; matures December 2025
250,000 (854)
Fixed 3.680%; matures February 2026
250,000 (1,100)
Fixed 4.176%; matures March 2026
250,000 277 
Fixed 3.915%; matures March 2026
250,000 (470)
Fixed 4.450%; matures July 2026
250,000 1,497 
Fixed 3.515%, matures December 2026
250,000 (2,412)
Fixed 3.512%; matures December 2026
250,000 (2,427)
Fixed 3.453%; matures February 2027
250,000 (2,807)
Fixed 4.150%; matures July 2027
250,000 916 
Fixed 3.748%; matures March 2028
250,000 (1,784)
Fixed 3.526%; matures March 2028
250,000 (3,452)
Fixed 3.993%; matures October 2029
350,000 329 
Fixed 4.245%; matures November 2029
350,000 4,270 
Fixed 3.300%; matures November 2029(1)
250,000 (5,732)
Fixed 3.816%; matures November 2030(1)
250,000 (1,399)
Fixed 3.551%; matures November 2030(1)
250,000 (4,330)
Fixed 3.950%; matures February 2031(2)
250,000 40 
Total Cash Flow Hedges$7,700,000 $(48,755)
(1)Represents interest rate swaps that have effective starting dates of November 1, 2025.
(2)Represents interest rate swaps that have effective starting dates of February 1, 2026.

In the first quarter of 2022, the Company terminated interest rate swap derivative contracts designated as cash flow hedges of variable rate deposits with a total notional value of $1.0 billion and a five-year term effective July 2022. At the time of termination, the fair value of the derivative contracts totaled an asset of $66.5 million, with such adjustments to fair value recorded in accumulated other comprehensive income or loss. In the second quarter of 2022, the Company terminated two interest rate swap derivative contracts designated as cash flow hedges of variable rate deposits with a total notional value of $500.0 million each effective since April 2020. The remaining terms of such derivative contracts were through March 2023 and April 2024 and, at the time of termination, the fair value of the derivative contracts totaled assets of $3.7 million and $10.7 million, respectively, with such adjustments to fair value recorded in accumulated other comprehensive income or loss. In the fourth quarter of 2022, the Company terminated one additional interest rate collar derivative contract designated as a cash flow hedge of the Term Facility with a total notional value of $64.3 million effective since September 2018. The remaining term of such derivative contract was through September 2023 and, at the time of termination, the fair value of the derivative contract totaled an asset of $875,000, with such adjustments to fair value recorded in accumulated other comprehensive income or loss.

For all such terminations, as the hedged forecasted transactions (interest payments on variable rate deposits and the Term Facility) are still expected to occur over the remaining term of such terminated derivatives, such adjustments will remain in accumulated other comprehensive income or loss and be reclassified as a reduction to interest expense on a straight-line basis over the original term of the terminated derivative contracts.
A rollforward of the amounts in accumulated other comprehensive income or loss related to interest rate derivatives designated as cash flow hedges, including such derivative contracts terminated during the period, follows:

 Years Ended December 31,
(In thousands)20242023
Unrealized gain at beginning of period$43,538 $10,026 
Amount reclassified from accumulated other comprehensive income or loss to interest income or expense on deposits, loans and other borrowings72,674 55,846 
Amount of loss recognized in other comprehensive income or loss(131,720)(22,334)
Unrealized (loss) gain at end of period$(15,508)$43,538 

As of December 31, 2024, the Company estimated that during the next 12 months, $5.9 million will be reclassified from accumulated other comprehensive income or loss as a decrease to net interest income. Such estimate consists of $13.3 million reclassified as a reduction to interest expense on the terminated cash flow hedges discussed above and $19.2 million reclassified as a reduction to interest income related to the interest rate collars and swaps noted above that remain outstanding.

Fair Value Hedges of Interest Rate Risk

Interest rate swaps designated as fair value hedges involve the payment of fixed amounts to a counterparty in exchange for the Company receiving variable payments over the life of the agreements without the exchange of the underlying notional amount. As of December 31, 2024, the Company had 13 interest rate swaps with an aggregate notional amount of $176.2 million that were designated as fair value hedges primarily associated with fixed rate commercial and industrial and commercial real estate loans as well as life insurance premium finance receivables.

For derivatives designated and that qualify as fair value hedges, the net gain or loss from the entire change in the fair value of the derivative instrument is recognized in the same income statement line item as the earnings effect, including the net gain or loss, of the hedged item (interest income earned on fixed rate loans) when the hedged item affects earnings.

The following table presents the carrying amount of the hedged assets/(liabilities) and the cumulative amount of fair value hedging adjustment included in the carrying amount of the hedged assets/(liabilities) that are designated as a fair value hedge accounting relationship as of December 31, 2024:
December 31, 2024
(In thousands)

Derivatives in Fair Value
Hedging Relationships
Location in the Statement of ConditionCarrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) Cumulative Amount of Fair Value Hedging Adjustment Remaining for any Hedged Assets/(Liabilities) for which Hedge Accounting has been Discontinued
Interest rate swapsLoans, net of unearned income$156,907 $(9,961)$(56)
Available-for-sale debt securities605 (11)— 

The following table presents the gain or loss recognized related to derivative instruments that are designated as fair value hedges for the respective period:

(In thousands)Location of Gain or (Loss) Recognized in Income on DerivativeYear Ended
December 31,
Derivatives in Fair Value
Hedging Relationships
2024
Interest rate swapsInterest and fees on loans$(27)
Interest income - investment securities— 

Non-Designated Hedges

The Company does not use derivatives for speculative purposes. Derivatives not designated as accounting hedges are used to manage the Company’s economic exposure to interest rate movements and other identified risks but do not meet the strict
hedge accounting requirements of ASC 815. Changes in the fair value of derivatives not designated in hedging relationships are recorded directly in earnings.

Interest Rate Derivatives—Periodically, the Company may purchase interest rate cap derivatives designed to act as an economic hedge of the risk of the negative impact on its fixed-rate loan portfolios from rising interest rates. As of December 31, 2024, there were no interest rate caps outstanding that were designed to act as an economic hedge.

Additionally, the Company has interest rate derivatives, including swaps and option products, resulting from a service the Company provides to certain qualified borrowers. The Company’s banking subsidiaries execute certain derivative products (typically interest rate swaps) directly with qualified commercial borrowers to facilitate their respective risk management strategies. For example, these arrangements allow the Company’s commercial borrowers to effectively convert a variable rate loan to a fixed rate. In order to minimize the Company’s exposure on these transactions, the Company simultaneously executes offsetting derivatives with third parties. In most cases, the offsetting derivatives have mirror-image terms, which result in the positions’ changes in fair value substantially offsetting through earnings each period. However, to the extent that the derivatives are not a mirror-image and because of differences in counterparty credit risk, changes in fair value will not completely offset resulting in some earnings impact each period. Changes in the fair value of these derivatives are included in other non-interest income. At December 31, 2024 and 2023, the Company had interest rate derivative transactions with an aggregate notional amount of approximately $13.3 billion and $11.4 billion, respectively, (all interest rate swaps and caps with customers and third parties) related to this program. At December 31, 2024, these interest rate derivatives had maturity dates ranging from January 2025 to January 2037.

Mortgage Banking Derivatives—These derivatives include interest rate lock commitments provided to customers to fund certain mortgage loans to be sold into the secondary market and forward commitments for the future delivery of such loans. It is the Company’s practice to enter into forward commitments for the future delivery of a portion of our residential mortgage loan production when interest rate lock commitments are entered into in order to economically hedge the effect of future changes in interest rates on its commitments to fund the loans as well as on its portfolio of mortgage loans held-for-sale. The Company’s mortgage banking derivatives have not been designated as being in hedge relationships. At December 31, 2024 and 2023, the Company had interest rate lock commitments with an aggregate notional amount of approximately $120.7 million and $129.9 million and forward commitments to sell mortgage loans with an aggregate notional amount of approximately $377.5 million and $626.9 million. The fair values of these derivatives were estimated based on changes in mortgage rates from the dates of the commitments. Changes in the fair value of these mortgage banking derivatives are included in mortgage banking revenue.

Commodity Derivatives—The Company has commodity forward contracts resulting from a service the Company provides to certain qualified borrowers. The Company’s banking subsidiaries execute certain derivative products directly with qualified commercial borrowers to facilitate their respective risk management strategies. For example, these arrangements allow the Company’s commercial borrowers to effectively purchase or sell a given commodity at an agreed-upon price on an agreed-upon settlement date. In order to minimize the Company’s exposure on these transactions, the Company simultaneously executes offsetting derivatives with third parties. In most cases, the offsetting derivatives have mirror-image terms, which result in the positions’ changes in fair value substantially offsetting through earnings each period. However, to the extent that the derivatives are not a mirror-image and because of differences in counterparty credit risk, changes in fair value will not completely offset resulting in some earnings impact each period. Changes in the fair value of these derivatives are included in other non-interest income. At December 31, 2024 and 2023, the Company had commodity derivative transactions with an aggregate notional amount of approximately $5.2 million and $8.4 million, respectively, (all forward contracts with customers and third parties) related to this program. At December 31, 2024, these commodity derivatives had maturity dates ranging from January 2025 to October 2025.

Foreign Currency Derivatives—The Company has foreign currency derivative contracts resulting from a service the Company provides to certain qualified customers. The Company’s banking subsidiaries execute certain derivative products directly with qualified customers to facilitate their respective risk management strategies related to foreign currency fluctuations. For example, these arrangements allow the Company’s customers to effectively exchange the currency of one country for the currency of another country at an agreed-upon price on an agreed-upon settlement date. In order to minimize the Company’s exposure on these transactions, the Company simultaneously executes offsetting derivatives with third parties. In most cases, the offsetting derivatives have mirror-image terms, which result in the positions’ changes in fair value substantially offsetting through earnings each period. However, to the extent that the derivatives are not a mirror-image and because of differences in counterparty credit risk, changes in fair value will not completely offset resulting in some earnings impact each period. Changes in the fair value of these derivatives are included in other non-interest income. As of December 31, 2024 and 2023, the Company held foreign currency derivatives with an aggregate notional amount of approximately $97.1 million and $144.3 million, respectively.
Other Derivatives—Periodically, the Company will sell options to a bank or dealer for the right to purchase certain securities held within the banks’ investment portfolios (covered call options). These option transactions are designed to increase the total return associated with the investment securities portfolio. These options do not qualify as accounting hedges pursuant to ASC 815 and, accordingly, changes in fair value of these contracts are recognized as other non-interest income. There were no covered call options outstanding as of December 31, 2024 or December 31, 2023.

Periodically, the Company will purchase options for the right to purchase securities not currently held within the banks’ investment portfolios or enter into interest rate swaps in which the Company elects to not designate such derivatives as hedging instruments. These option and swap transactions are designed primarily to economically hedge a portion of the fair value adjustments related to the Company’s mortgage servicing rights portfolio. The gain or loss associated with these derivative contracts are included in mortgage banking revenue. At December 31, 2024 the Company held ten interest rate derivatives with an aggregate notional value of $295.0 million and four interest rate derivatives with an aggregate notional value of $195.0 million at December 31, 2023 for such purpose of economically hedging a portion of the fair value adjustment related to its mortgage servicing rights portfolio.

Amounts included in the Consolidated Statements of Income related to derivative instruments not designated in hedge relationships were as follows:

(In thousands) Years Ended
December 31,
DerivativeLocation in income statement20242023
Interest rate swaps and capsTrading gains (losses), net$59 $765 
Mortgage banking derivativesMortgage banking revenue952 12,285 
Commodity contractsTrading gains (losses), net184 279 
Foreign exchange contractsTrading gains (losses), net(84)— 
Covered call optionsFees from covered call options10,196 21,863 
Derivative contract held as economic hedge on MSRsMortgage banking revenue(7,909)1,280 

Credit Risk

Derivative instruments have inherent risks, primarily market risk and credit risk. Market risk is associated with changes in the value of an underlying asset. Credit risk relates to the risk that the counterparty will fail to perform according to the terms of the agreement. The Company is exposed to the credit risk of its commercial borrowers and third party financial institutions who are counterparties to interest rate derivatives with the Company.

The counterparty credit risk associated with the mirror-image swaps executed with third party financial institutions, is monitored and managed as part of the Company’s overall asset-liability management process, except that the counterparty credit risk related to derivatives entered into with certain qualified borrowers is managed through the Company’s standard loan underwriting process for commercial borrowers since these derivatives typically share in the collateral provided by the loan agreements.

When deemed necessary, appropriate types and amounts of collateral are obtained to minimize credit exposure. The Company hedges the market risk of derivatives transactions with commercial borrowers by entering into offsetting transactions with large, highly rated financial institutions. These exposures are generally secured by cash under bilateral Credit Support Annexes (“CSAs”), which are a component of the ISDA Master Agreements executed with counterparties.

Aggregate counterparty exposures are monitored against various types of credit limits established to contain risk within parameters. Counterparty credit risk is managed by the Counterparty Credit Risk Management team in accordance with SR 11-10, Interagency Counterparty Credit Risk Guidance, which was issued in 2011 in response to the financial crisis of 2008. The guidance addresses counterparty credit risk governance, measurement, management, and systems. Specifically, counterparty risk is managed through the establishment and regular review of exposure limits, formalization of limits in policy and procedure, ongoing review of models, and having a single platform to allow for the timely aggregation of exposures. The Counterparty Credit Risk Management team uses a variety of approaches to monitor counterparty financial performance, including monitoring of credit exposure versus limits, use of early warning reports, and daily and intraday monitoring of financial developments.

The Company has agreements with certain of its interest rate derivative counterparties that contain cross-default provisions, which provide that if the Company defaults on any of its indebtedness, including default where repayment of the indebtedness has not been accelerated by the lender, then the Company could also be declared in default on its derivative obligations. The
Company also has agreements with certain of its derivative counterparties that contain a provision allowing the counterparty to terminate the derivative positions if the Company fails to maintain its status as a well or adequately capitalized institution, which would require the Company to settle its obligations under the agreements. If the Company were to breach any of these provisions, at a time when the derivatives subject to such agreements are in a liability position, and the derivatives were to be terminated as a result, the Company would be required to settle its obligations under the agreements at the termination value and would be required to pay any additional amounts due in excess of amounts previously posted as collateral with the respective counterparty. As of December 31, 2024, there were no derivatives that were subject to such agreements in a net liability position.

The Company records interest rate derivatives subject to master netting agreements at their gross value and does not offset derivative assets and liabilities on the Consolidated Statements of Condition. The table below summarizes the Company’s interest rate derivatives and offsetting positions as of the dates shown.

Derivative AssetsDerivative Liabilities
Fair ValueFair Value
(In thousands)December 31, 2024December 31, 2023December 31, 2024December 31, 2023
Gross Amounts Recognized$194,883 $263,955 $239,970 $255,126 
Less: Amounts offset in the Statements of Condition —  — 
Net amount presented in the Statements of Condition$194,883 $263,955 $239,970 $255,126 
Gross amounts not offset in the Statements of Condition
Offsetting Derivative Positions$(74,656)$(76,514)$(74,656)$(76,514)
Collateral Posted (78,550)(144,899) — 
Net Credit Exposure$41,677 $42,542 $165,314 $178,612 
v3.25.0.1
Fair Value of Assets and Liabilities
12 Months Ended
Dec. 31, 2024
Fair Value Disclosures [Abstract]  
Fair Value of Assets and Liabilities Fair Value of Assets and Liabilities
The Company measures, monitors and discloses certain of its assets and liabilities on a fair value basis. These financial assets and financial liabilities are measured at fair value in three levels, based on the markets in which the assets and liabilities are traded and the observability of the inputs used to determine fair value. These levels are:

Level 1 — unadjusted quoted prices in active markets for identical assets or liabilities.

Level 2 — inputs other than quoted prices included in Level 1 that are observable for the asset or liability, either directly or indirectly. These include quoted prices for similar assets or liabilities in active markets, quoted prices for identical or similar assets or liabilities in markets that are not active, inputs other than quoted prices that are observable for the asset or liability or inputs that are derived principally from or corroborated by observable market data by correlation or other means.

Level 3 — significant unobservable inputs that reflect the Company’s own assumptions that market participants would use in pricing the assets or liabilities. Level 3 assets and liabilities include financial instruments whose value is determined using pricing models, discounted cash flow methodologies, or similar techniques, as well as instruments for which the determination of fair value requires significant management judgment or estimation.

A financial instrument’s categorization within the above valuation hierarchy is based upon the lowest level of input that is significant to the fair value measurement. The Company’s assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the assets or liabilities. The following is a description of the valuation methodologies used for the Company’s assets and liabilities measured at fair value on a recurring basis.

Available-for-sale debt securities, trading account securities and equity securities with readily determinable fair value — Fair values for available-for-sale debt securities, trading account securities and equity securities with readily determinable fair value are typically based on prices obtained from independent pricing vendors. Securities measured with these valuation techniques are generally classified as Level 2 of the fair value hierarchy. Typically, standard inputs such as benchmark yields, reported trades for similar securities, issuer spreads, benchmark securities, bids, offers and reference data including market research publications are used to determine the fair value these securities. When these inputs are not available, broker/dealer quotes may be obtained by the vendor to determine the fair value of the security. We review the vendor’s pricing methodologies to determine if observable market information is being used, versus unobservable inputs. Fair value measurements using
significant inputs that are unobservable in the market due to limited activity or a less liquid market are classified as Level 3 in the fair value hierarchy. The fair value of U.S. Treasury securities and certain equity securities with readily determinable fair value are based on unadjusted quoted prices in active markets for identical securities. As such, these securities are classified as Level 1 in the fair value hierarchy.

The Company’s Investment Operations Department is responsible for the valuation of Level 3 available-for-sale debt securities. The methodology and variables used as inputs in pricing Level 3 securities are derived from a combination of observable and unobservable inputs. The unobservable inputs are determined through internal assumptions that may vary from period to period due to external factors, such as market movement and credit rating adjustments.

At December 31, 2024, the Company classified $121.6 million of municipal securities as Level 3. These municipal securities are bond issues for various municipal government entities primarily located in the Chicago metropolitan area and southern Wisconsin and are privately placed, non-rated bonds without CUSIP numbers. The Company’s methodology for pricing these securities focuses on three distinct inputs: equivalent rating, yield and other pricing terms. To determine the rating for a given non-rated investment debt security, the Investment Operations Department references a rated, publicly issued bond by the same issuer if available. A reduction is then applied to the rating obtained from the comparable bond, as the Company believes if liquidated, a non-rated bond would be valued less than a similar bond with a verifiable rating. The reduction applied by the Company is one complete rating grade (i.e., a “AA” rating for a comparable bond would be reduced to “A” for the Company’s valuation). For bond issues without comparable bond proxies, a rating of “BBB” was assigned. For the year ended December 31, 2024, all of the ratings derived by the Investment Operations Department using the above process were “BBB” or better. The fair value measurement noted above is sensitive to the rating input, as a higher rating typically results in an increased valuation. The remaining pricing inputs used in the bond valuation are observable. Based on the rating determined in the above process, Investment Operations obtains a corresponding current market yield curve available to market participants. Other terms including coupon, maturity date, redemption price, number of coupon payments per year, and accrual method are obtained from the individual bond term sheets. Certain municipal bonds held by the Company at December 31, 2024 are continuously callable. When valuing these bonds, the fair value is capped at par value as the Company assumes a market participant would not pay more than par for a continuously callable bond.

Mortgage loans held-for-sale — The fair value of mortgage loans held-for-sale is typically determined by reference to investor price sheets for loan products with similar characteristics. Loans measured with this valuation technique are classified as Level 2 in the fair value hierarchy.

At December 31, 2024, the Company classified $60.4 million of certain delinquent mortgage loans held-for-sale as Level 3. For such delinquent loans in which investor interest may be limited, the Company estimates fair value by discounting future scheduled cash flows for the specific loan through its life, adjusted for estimated credit losses. The Company uses a discount rate based on prevailing market coupon rates on loans with similar characteristics. The assumed weighted average discount rate used as an input to value these loans at December 31, 2024 was 6.61%. The higher the rate utilized to discount estimated future cash flows, the lower the fair value measurement. Additionally, the weighted average credit discount used as an input to value the specific loans was 0.69% with a credit loss discount ranging from 0% to 20% at December 31, 2024.

Loans held-for-investment — The fair value of loans held-for-investment is typically determined by reference to investor price sheets for loan products with similar characteristics. Loans measured with this valuation technique are classified as Level 2 in the fair value hierarchy.

The fair value for certain loans in which the Company previously elected the fair value option is estimated by discounting future scheduled cash flows for the specific loan through maturity, adjusted for estimated credit losses and prepayment or life assumptions. These loans primarily consist of early buyout loans guaranteed by U.S. government agencies that are delinquent and, as a result, investor interest may be limited. The Company uses a discount rate based on the actual coupon rate of the underlying loan. At December 31, 2024, the Company classified $34.9 million of loans held-for-investment carried at fair value as Level 3. The assumed weighted average discount rate used as an input to value these loans at December 31, 2024 was 6.61%. The higher the rate utilized to discount estimated future cash flows, the lower the fair value measurement. As noted above, the fair value estimate also includes assumptions of prepayment speeds and average life as well as credit losses. The weighted average prepayments speed used as an input to value current loans was 8.29% at December 31, 2024. Prepayment speeds are inversely related to the fair value of these loans as an increase in prepayment speeds results in a decreased valuation. For delinquent loans in which performance is not assumed and there is a higher probability of resolution of the loan ending in foreclosure, the weighted average life of such loans was 6.1 years. Average life is inversely related to the fair value of these loans as an increase in estimated life results in a decreased valuation. Additionally, the weighted average credit discount used as an input to value the specific loans was 1.17% with credit loss discounts ranging from 0% to 39% at December 31, 2024.
MSRs — Fair value for MSRs is determined utilizing a valuation model which calculates the fair value of each servicing right based on the present value of estimated future cash flows. The Company uses a discount rate commensurate with the risk associated with each servicing right, given current market conditions. At December 31, 2024, the Company classified $203.8 million of MSRs as Level 3. The weighted average discount rate used as an input to value the pool of MSRs at December 31, 2024 was 10.95% with discount rates applied ranging from 6% to 18%. The higher the rate utilized to discount estimated future cash flows, the lower the fair value measurement. The fair value of MSRs was also estimated based on other assumptions including prepayment speeds and the cost to service. Prepayment speeds ranged from 4% to 90% or a weighted average prepayment speed of 8.29%. Further, for current and delinquent loans, the Company assumed a weighted average cost of servicing of $76 and $378, respectively, per loan. Prepayment speeds and the cost to service are both inversely related to the fair value of MSRs as an increase in prepayment speeds or the cost to service results in a decreased valuation. See Note (6) “Mortgage Servicing Rights (“MSRs”)” for further discussion of MSRs.

Derivative instruments — The Company’s derivative instruments include interest rate swaps, caps and collars, commitments to fund mortgages for sale into the secondary market (interest rate locks), forward commitments to end investors for the sale of mortgage loans, commodity future contracts and foreign currency contracts. Interest rate swaps, caps and collars and commodity future contracts are valued by a third party, using models that primarily use market observable inputs, such as yield curves and commodity prices prevailing at the measurement date, and are classified as Level 2 in the fair value hierarchy. The credit risk associated with derivative financial instruments that are subject to master netting agreements is measured on a net basis by counterparty portfolio. The fair value for mortgage-related derivatives is based on changes in mortgage rates from the date of the commitments. The fair value of foreign currency derivatives is computed based on change in foreign currency rates stated in the contract compared to those prevailing at the measurement date.

At December 31, 2024, the Company classified $2.0 million of derivative assets related to interest rate locks as Level 3. The fair value of interest rate locks is based on prices obtained for loans with similar characteristics from third parties, adjusted for the pull-through rate, which represents the Company’s best estimate of the likelihood that a committed loan will ultimately fund. The weighted-average pull-through rate at December 31, 2024 was 82.52% with pull-through rates applied ranging from 1% to 100%. Pull-through rates are directly related to the fair value of interest rate locks as an increase in the pull-through rate results in an increased valuation.

Nonqualified deferred compensation assets — The underlying assets relating to the nonqualified deferred compensation plan are included in a trust and primarily consist of non-exchange traded institutional funds which are priced based by an independent third party service. These assets are classified as Level 2 in the fair value hierarchy.
The following tables present the balances of assets and liabilities measured at fair value on a recurring basis for the periods presented:

 December 31, 2024
(In thousands)TotalLevel 1Level 2Level 3
Available-for-sale securities
U.S. Treasury$37,907 $37,907 $ $ 
U.S. government agencies44,945  44,945  
Municipal184,593  62,986 121,607 
Corporate notes81,162  81,162  
Mortgage-backed3,792,875  3,792,875  
Trading account securities4,072  4,072  
Equity securities with readily determinable fair value215,412 207,346 8,066  
Mortgage loans held-for-sale331,261  270,862 60,399 
Loans held-for-investment158,795  123,899 34,896 
MSRs203,788   203,788 
Nonqualified deferred compensations assets16,653  16,653  
Derivative assets200,027  198,077 1,950 
Total$5,271,490 $245,253 $4,603,597 $422,640 
Derivative liabilities$241,750 $ $241,750 $ 
 December 31, 2023
(In thousands)TotalLevel 1Level 2Level 3
Available-for-sale securities
U.S. Treasury$6,968 $6,968 $— $— 
U.S. government agencies45,124 — 45,124 — 
Municipal140,958 — 54,721 86,237 
Corporate notes76,531 — 76,531 — 
Mortgage-backed3,233,334 — 3,233,334 — 
Trading account securities4,707 — 4,707 — 
Equity securities with readily determinable fair value139,268 131,202 8,066 — 
Mortgage loans held-for-sale292,722 — 265,887 26,835 
Loans held-for-investment155,261 — 94,591 60,670 
MSRs192,456 — — 192,456 
Nonqualified deferred compensations assets15,238 — 15,238 — 
Derivative assets275,726 — 271,216 4,510 
Total$4,578,293 $138,170 $4,069,415 $370,708 
Derivative liabilities$267,255 $— $267,255 $— 
The aggregate remaining contractual principal balance outstanding as of December 31, 2024 and 2023 for mortgage loans held- for-sale measured at fair value under ASC 825 was $335.9 million and $291.7 million, respectively, while the aggregate fair value of mortgage loans held-for-sale was $331.3 million and $292.7 million, respectively, as shown in the above tables. At December 31, 2024, $4.0 million of mortgage loans held-for-sale were classified as nonaccrual compared to $649,000 as of December 31, 2023. Additionally, there were $59.3 million of loans past due greater than 90 days and still accruing interest within the mortgage loans held-for-sale portfolio as of December 31, 2024 compared to $26.6 million as of December 31, 2023. All of the nonaccrual loans and loans past due greater than 90 days and still accruing within the mortgage loans held-for-sale portfolio as of December 31, 2024 and December 31, 2023 were individual delinquent mortgage loans bought back from GNMA at the unconditional option of the Company as servicer for those loans.
The aggregate remaining contractual principal balance outstanding as of December 31, 2024 and 2023 for loans held-for-investment measured at fair value under ASC 825 was $157.8 million and $156.9 million, respectively, while the aggregate fair value of loans held-for-investment was $158.8 million and $155.3 million, respectively, as shown in the above tables.
The changes in Level 3 assets measured at fair value on a recurring basis during the years ended December 31, 2024 and 2023 are summarized as follows:
(In thousands)MunicipalMortgage loans held-for-saleLoans held-for-investmentMSRsDerivative assets
Balance at January 1, 2024
$86,237 $26,835 $60,670 $192,456 $4,510 
Total net gains (losses) included in:
Net income (1)
 370 (43)11,332 (2,560)
Other comprehensive income or loss(11,212)    
Purchases84,839     
Issuances     
Sales     
Settlements(38,257)(48,555)(43,525)  
Net transfers into Level 3 81,749 17,794   
Balance at December 31, 2024
$121,607 $60,399 $34,896 $203,788 $1,950 

(In thousands)MunicipalMortgage loans held-for-saleLoans held-for-investmentMSRsDerivative assets
Balance at January 1, 2023
$117,537 $48,655 $84,165 $230,225 $1,711 
Total net (losses) gains included in:
Net income (1)
— 1,960 (103)(7,599)2,799 
Other comprehensive income or loss(7,152)— — — — 
Purchases36,688 — — — — 
Issuances— — — — — 
Sales— — — (30,170)— 
Settlements(60,836)(75,342)(69,218)— — 
Net transfers into Level 3— 51,562 45,826 — — 
Balance at December 31, 2023
$86,237 $26,835 $60,670 $192,456 $4,510 
(1)Changes in the balance of mortgage loans held-for-sale, MSRs and derivative assets related to fair value adjustments are recorded as components of mortgage banking revenue. Changes in the balance of loans held-for-investment related to fair value adjustments are recorded as other non-interest income.

Also, the Company may be required, from time to time, to measure certain other assets at fair value on a non-recurring basis in accordance with GAAP. These adjustments to fair value usually result from impairment charges on individual assets. For assets measured at fair value on a non-recurring basis that were still held in the balance sheet at the end of the period, the following table provides the carrying value of the related individual assets or portfolios at December 31, 2024.
 
 December 31, 2024
Year Ended
December 31, 2024
Fair Value Losses
Recognized, net
(In thousands)TotalLevel 1Level 2Level 3
Individually assessed loans - foreclosure probable and collateral-dependent$119,325 $— $— $119,325 $71,462 
Other real estate owned (1)
23,116 — — 23,116 207 
Total$142,441 $— $— $142,441 $71,669 
(1)Net fair value losses recognized on other real estate owned include valuation adjustments and charge-offs during the respective period.

Individually assessed loans — In accordance with ASC 326, the allowance for credit losses for loans and other financial assets held at amortized cost should be measured on a collective or pooled basis when such assets exhibit similar risk characteristics. In instances in which a financial asset does not exhibit similar risk characteristics to a pool, the Company is required to measure such allowance for credit losses on an individual asset basis. For the Company’s loan portfolio, nonaccrual loans are considered
to not exhibit similar risk characteristics as pools and thus are individually assessed. Credit losses are measured by estimating the fair value of the loan based on the present value of expected cash flows, the market price of the loan, or the fair value of the underlying collateral. Individually assessed loans are considered a fair value measurement where an allowance for credit loss is established based on the fair value of collateral. Appraised values on relevant real estate properties, which may require adjustments to market-based valuation inputs, are generally used on foreclosure probable and collateral-dependent loans within the real estate portfolios.

The Company’s Managed Assets Division is primarily responsible for the valuation of Level 3 inputs of individually assessed loans. For more information on individually assessed loans refer to Note (5) “Allowance for Credit Losses”. At December 31, 2024, the Company had $119.3 million of individually assessed loans classified as Level 3. All of the $119.3 million of individually assessed loans were measured at fair value based on the underlying collateral of the loan as shown in the table above. None were valued based on discounted cash flows in accordance with ASC 310,”Receivables.”

Other real estate owned — Other real estate owned is comprised of real estate acquired in partial or full satisfaction of loans and is included in other assets. Other real estate owned is recorded at its estimated fair value less estimated selling costs at the date of transfer, with any excess of the related loan balance over the fair value less expected selling costs charged to the allowance for loan losses. Subsequent changes in value are reported as adjustments to the carrying amount and are recorded in other non-interest expense. Gains and losses upon sale, if any, are also charged to other non-interest expense. Fair value is generally based on third party appraisals and internal estimates that are adjusted by a discount representing the estimated cost of sale and is therefore considered a Level 3 valuation.

The Company’s Managed Assets Division is primarily responsible for the valuation of Level 3 inputs for other real estate owned. At December 31, 2024, the Company had $23.1 million of other real estate owned classified as Level 3. The unobservable input applied to other real estate owned relates to the 10% reduction to the appraisal value representing the estimated cost of sale of the foreclosed property. A higher discount for the estimated cost of sale results in a decreased carrying value.
The valuation techniques and significant unobservable inputs used to measure both recurring and non-recurring Level 3 fair value measurements at December 31, 2024 were as follows:
(Dollars in thousands)Fair ValueValuation MethodologySignificant Unobservable InputRange
of Inputs
Weighted
Average
of Inputs
Impact to valuation from an increased 
or higher input value
Measured at fair value on a recurring basis:
Municipal securities$121,607 Bond pricingEquivalent ratingBBB-AA+N/AIncrease
Mortgage loans held-for-sale60,399 Discounted cash flowsDiscount rate6.61 %6.61 %Decrease
Credit discount
0% - 20%
0.69 %Decrease
Loans held-for-investment34,896 Discounted cash flowsDiscount rate
6.50% - 6.61%
6.61 %Decrease
Credit discount
0% - 39%
1.17 %Decrease
Constant prepayment rate (CPR) - current loans8.29 %8.29 %Decrease
Average life - delinquent loans (in years)
1.7 years - 11.3 years
6.1 yearsDecrease
MSRs203,788 Discounted cash flowsDiscount rate
6% - 18%
10.95 %Decrease
Constant prepayment rate (CPR)
4% - 90%
8.29 %Decrease
Cost of servicing
$70 - $200
$76 Decrease
Cost of servicing - delinquent
$200 - $1,000
$378 Decrease
Derivatives1,950 Discounted cash flowsPull-through rate
1% - 100%
82.52 %Increase
Measured at fair value on a non-recurring basis:
Individually assessed loans - foreclosure probable and collateral-dependent119,325 Appraisal valueAppraisal adjustment - cost of sale10 %10.00 %Decrease
Other real estate owned23,116 Appraisal valueAppraisal adjustment - cost of sale10 %10.00 %Decrease
The Company is required under applicable accounting guidance to report the fair value of all financial instruments on the Consolidated Statements of Condition, including those financial instruments carried at cost. The table below presents the carrying amounts and estimated fair values of the Company’s financial instruments as of the dates shown:
 December 31, 2024December 31, 2023
(In thousands)Carrying
Value
Fair
Value
Carrying
Value
Fair
Value
Financial Assets:
Cash and cash equivalents$458,536 $458,536 $423,464 $423,464 
Interest-bearing deposits with banks4,409,753 4,409,753 2,084,323 2,084,323 
Available-for-sale securities4,141,482 4,141,482 3,502,915 3,502,915 
Held-to-maturity securities3,613,263 2,910,550 3,856,916 3,215,468 
Trading account securities4,072 4,072 4,707 4,707 
Equity securities with readily determinable fair value215,412 215,412 139,268 139,268 
FHLB and FRB stock, at cost281,407 281,407 205,003 205,003 
Brokerage customer receivables18,102 18,102 10,592 10,592 
Mortgage loans held-for-sale, at fair value331,261 331,261 292,722 292,722 
Loans held-for-investment, at fair value158,795 158,795 155,261 155,261 
Loans held-for-investment, at amortized cost47,896,242 47,070,249 41,976,570 41,090,010 
Nonqualified deferred compensation assets16,653 16,653 15,238 15,238 
Derivative assets200,027 200,027 275,726 275,726 
Accrued interest receivable and other563,625 563,625 477,832 477,832 
Total financial assets$62,308,630 $60,779,924 $53,420,537 $51,892,529 
Financial Liabilities:
Non-maturity deposits$43,092,318 $43,092,318 $38,772,098 $38,772,098 
Deposits with stated maturities9,420,031 9,423,976 6,625,072 6,603,746 
FHLB advances3,151,309 3,153,524 2,326,071 2,367,107 
Other borrowings534,803 534,406 645,813 643,755 
Subordinated notes298,283 286,683 437,866 413,501 
Junior subordinated debentures253,566 253,588 253,566 253,579 
Derivative liabilities241,750 241,750 267,255 267,255 
Accrued interest payable48,364 48,364 51,116 51,116 
Total financial liabilities$57,040,424 $57,034,609 $49,378,857 $49,372,157 

Not all the financial instruments listed in the table above are subject to the disclosure provisions of ASC 820, as certain assets and liabilities result in their carrying value approximating fair value. These include cash and cash equivalents, interest bearing deposits with banks, brokerage customer receivables, FHLB and FRB stock, accrued interest receivable and accrued interest payable and non-maturity deposits.

The following methods and assumptions were used by the Company in estimating fair values of financial instruments that were not previously disclosed.

Held-to-maturity securities Held-to-maturity securities include U.S. government-sponsored agency securities, municipal bonds issued by various municipal government entities primarily located in the Chicago metropolitan area, southern Wisconsin, and west Michigan and mortgage-backed securities. Fair values for held-to-maturity securities are typically based on prices obtained from independent pricing vendors. In accordance with ASC 820, the Company has generally categorized these held-to-maturity securities as a Level 2 fair value measurement. Fair values for certain other held-to-maturity securities are based on the bond pricing methodology discussed previously related to certain available-for-sale securities. In accordance with ASC 820, the Company has categorized these held-to-maturity securities as a Level 3 fair value measurement.

Loans held-for-investment, at amortized cost — Fair values are estimated for portfolios of loans with similar financial characteristics. Loans are analyzed by type (commercial, residential real estate, etc.) and category within each type (construction, non-construction, franchise lending etc.). Each category is further segmented by interest rate type (fixed and variable). The fair value of both fixed and variable rate loans is estimated by discounting scheduled cash flows through the
estimated maturity using estimated market discount rates that reflect credit and interest rate risks inherent in the loan. In accordance with ASC 820, the Company has categorized loans as a Level 3 fair value measurement.

Deposits with stated maturities — The fair value of certificates of deposit is based on the discounted value of contractual cash flows. The discount rate is estimated using the rates currently in effect for deposits of similar remaining maturities. In accordance with ASC 820, the Company has categorized deposits with stated maturities as a Level 3 fair value measurement.

FHLB advances — The fair value of FHLB advances is calculated using a discounted cash flow analysis based on current market rates of similar maturity debt securities to discount cash flows. In accordance with ASC 820, the Company has categorized FHLB advances as a Level 3 fair value measurement.

Subordinated notes The fair value of the subordinated notes is based on a market price obtained from an independent pricing vendor. In accordance with ASC 820, the Company has categorized subordinated notes as a Level 2 fair value measurement.

Junior subordinated debentures — The fair value of the junior subordinated debentures is based on the discounted value of contractual cash flows. In accordance with ASC 820, the Company has categorized junior subordinated debentures as a Level 3 fair value measurement.
v3.25.0.1
Shareholders' Equity
12 Months Ended
Dec. 31, 2024
Stockholders' Equity Note [Abstract]  
Shareholders' Equity Shareholders’ Equity
A summary of the Company’s common and preferred stock at December 31, 2024 and 2023 is as follows:
20242023
Common Stock:
Shares authorized100,000,000 100,000,000 
Shares issued66,560,182 61,268,566 
Shares outstanding66,495,227 61,243,626 
Cash dividend per share$1.80 $1.60 
Preferred Stock:
Shares authorized20,000,000 20,000,000 
Shares issued5,011,500 5,011,500 
Shares outstanding5,011,500 5,011,500 

The Company reserves shares of its authorized common stock specifically for the 2022 Plan, the ESPP and the DDFS. The reserved shares and these plans are detailed in Note (18) “Stock Compensation Plans and Other Employee Benefit Plans”.

Common Stock Offering

In June 2022, the Company sold a total of 3,450,000 shares of its common stock through a public offering. Net proceeds to the Company totaled approximately $285.7 million, net of estimated issuance costs.

Series D Preferred Stock

In June 2015, the Company issued and sold 5,000,000 shares of fixed-to-floating non-cumulative perpetual preferred stock, Series D, liquidation preference $25 per share (the “Series D Preferred Stock”) for $125.0 million in a public offering. When, as and if declared, dividends on the Series D Preferred Stock are payable quarterly in arrears at a fixed rate of 6.50% per annum from the original issuance date to, but excluding, July 15, 2025, and from (and including) that date (as currently specified in the certificate of designations and subject to the below) at a floating rate equal to three-month LIBOR plus a spread of 4.06% per annum. Under the AIRLA and Part 253 of Regulation ZZ (Rule 253), the dividend rate on the Series D Preferred Stock, by operation of law, changed from 3-month USD LIBOR to 3-month CME Term SOFR plus a statutory tenor spread adjustment of 0.26161%. Consequently, for each floating rate period, commencing on July 15, 2025, any dividends will be paid at a rate of the then-current 3-month CME Term SOFR plus 0.26161%, plus the spread of 4.06% per annum. The calculation agent for the Series D Preferred Stock may also make additional administrative conforming changes to the terms of the Series D Preferred Stock under AIRLA and Rule 253.
Series E Preferred Stock

In May 2020, the Company issued 11,500 shares of fixed-rate reset non-cumulative perpetual preferred stock, Series E, liquidation preference $25,000 per share (the “Series E Preferred Stock”) as part of a $287.5 million public offering of 11,500,000 depositary shares, each representing a 1/1,000th interest in a share of Series E Preferred Stock. When, as and if declared, dividends on the Series E Preferred Stock are payable quarterly in arrears at a fixed rate of 6.875% per annum from October 15, 2020 to, but excluding, July 15, 2025, and from (and including) July 15, 2025 at a floating rate equal to the Five-Year Treasury Rate (as defined in the certificate of designations for the Series E Preferred Stock) plus 6.507%.

Other

At the January 2025 Board of Directors meeting, a quarterly cash dividend of $0.50 per share of common stock ($2.00 on an annualized basis) was declared. It was paid on February 20, 2025 to shareholders of record as of February 6, 2025.
Accumulated Other Comprehensive Income or Loss
The following tables summarize the components of other comprehensive income or loss, including the related income tax effects, and the related amount reclassified to net income for the years ended December 31, 2024, 2023 and 2022:
(In thousands)Accumulated
Unrealized
(Losses) Gains on Securities
Accumulated
Unrealized
Gains (Losses) on Derivative
Instruments
Accumulated
Foreign
Currency
Translation
Adjustments
Total
Accumulated
Other
Comprehensive
(Loss) Income
Balance at January 1, 2024$(350,697)$32,049 $(42,583)$(361,231)
Other comprehensive (loss) during the period, net of tax, before reclassifications(77,903)(96,872)(24,945)(199,720)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(915)53,596  52,681 
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(65)  (65)
Net other comprehensive loss during the period, net of tax$(78,883)$(43,276)$(24,945)$(147,104)
Balance at December 31, 2024$(429,580)$(11,227)$(67,528)$(508,335)
Balance at January 1, 2023$(386,057)$7,381 $(48,960)$(427,636)
Other comprehensive income (loss) during the period, net of tax, before reclassifications36,214 (16,334)6,377 26,257 
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(699)41,002 — 40,303 
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(155)— — (155)
Net other comprehensive income during the period, net of tax$35,360 $24,668 $6,377 $66,405 
Balance at December 31, 2023$(350,697)$32,049 $(42,583)$(361,231)
Balance at January 1, 2022$8,724 $27,111 $(31,743)$4,092 
Other comprehensive loss during the period, net of tax, before reclassifications(394,332)(17,295)(17,217)(428,844)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(321)(2,435)— (2,756)
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(128)— — (128)
Net other comprehensive loss during the period, net of tax$(394,781)$(19,730)$(17,217)$(431,728)
Balance at December 31, 2022$(386,057)$7,381 $(48,960)$(427,636)
Amount Reclassified from Accumulated Other Comprehensive Income or Loss for the Years Ended,
Details Regarding the Component of Accumulated Other Comprehensive Income or LossDecember 31,Impacted Line on the Consolidated Statements of Income
20242023
(In thousands)
Accumulated unrealized gains on available-for-sale securities
Gains included in net income$1,236 $951 Gains (losses) on investment securities, net
1,236 951 Income before taxes
Tax effect(321)(252)Income tax expense
Net of tax$915 $699 Net income
Accumulated unrealized gains (losses) on derivative instruments
Amount reclassified to interest income on loans$87,306 $74,616 Interest on loans
Amount reclassified to interest expense on deposits(14,632)(19,559)Interest on deposits
Amount reclassified to interest expense on other borrowings 789 Interest on other borrowings
(72,674)(55,846)Income before taxes
Tax effect19,078 14,844 Income tax expense
Net of tax$(53,596)$(41,002)Net income
v3.25.0.1
Segment Information
12 Months Ended
Dec. 31, 2024
Segment Reporting [Abstract]  
Segment Information Segment Information
The Company’s operations consist of three primary segments: community banking, specialty finance and wealth management.

The three reportable segments are strategic business units that are separately managed as they offer different products and services and have different marketing strategies. In addition, each segment’s customer base has varying characteristics and each segment has a different regulatory environment. While the Company’s management monitors each of the sixteen bank subsidiaries’ operations and profitability separately, these subsidiaries have been aggregated into one reportable operating segment due to the similarities in products and services, customer base, operations, profitability measures and economic characteristics.

For purposes of internal segment profitability, management allocates certain intersegment and parent company balances. Management allocates a portion of revenues to the specialty finance segment related to loans and leases originated by the specialty finance segment and sold or assigned to the community banking segment. Similarly, for purposes of analyzing the contribution from the wealth management segment, management allocates a portion of the net interest income earned by the community banking segment on deposit balances of customers of the wealth management segment to the wealth management segment. See Note (10) “Deposits” for more information on these deposits. Finally, expenses incurred at the Wintrust parent company are allocated to each segment based on each segment’s risk-weighted assets.

The segment financial information provided in the following tables has been derived from the internal profitability reporting system used by management to monitor and manage the financial performance of the Company. The accounting policies of the segments are substantially similar to those described in Note (1) “Summary of Significant Accounting Policies”.

Our Chief Executive Officer is our chief operating decision maker (“CODM”). The CODM uses income before taxes to review segment performance and allocate resources for each reportable segment. Financial information regarding each significant segment expense outlined below is regularly provided (at least monthly) to the CODM. For community banking and specialty finance segments, ‘Interest expense’ is a significant segment expense. Additionally, for each of the three reportable segments, ‘Salaries’, ‘Commissions and incentive compensation’ and ‘Benefits’ are significant segment expenses.
The following is a summary of certain operating information for reportable segments:

(In thousands)
Community
Banking
Specialty
Finance
Wealth
Management
Total Operating SegmentsIntersegment EliminationsConsolidated
2024
Interest income$3,001,500 $405,317 $30,765 $3,437,582 $40,015 $3,477,597 
Interest expense1,465,237 49,030 795 1,515,062  1,515,062 
Net interest income1,536,263 356,287 29,970 1,922,520 40,015 1,962,535 
Provision for credit losses88,345 12,702  101,047  101,047 
Non-interest income279,845 119,339 168,134 567,318 (78,993)488,325 
Non-interest expense:
Salaries364,144 61,070 38,989 464,203 1,769 465,972 
Commissions and incentive compensation130,516 36,130 48,873 215,519  215,519 
Benefits106,994 18,686 9,937 135,617  135,617 
Other segment expenses(1)
500,327 91,479 34,557 626,363 (40,747)585,616 
Total non-interest expense1,101,981 207,365 132,356 1,441,702 (38,978)1,402,724 
Income before taxes625,782 255,559 65,748 947,089  947,089 
Income tax expense167,072 69,214 15,758 252,044  252,044 
Net income$458,710 $186,345 $49,990 $695,045 $ $695,045 
Total assets at end of year$52,500,643 $11,234,012 $1,145,013 $64,879,668 $ $64,879,668 
2023
Interest income$2,462,103 $362,035 $33,867 $2,858,005 $35,109 $2,893,114 
Interest expense1,021,128 32,991 1,131 1,055,250 — 1,055,250 
Net interest income1,440,975 329,044 32,736 1,802,755 35,109 1,837,864 
Provision for credit losses104,895 9,495 — 114,390 — 114,390 
Non-interest income263,023 105,992 136,561 505,576 (71,470)434,106 
Non-interest expense:
Salaries340,993 57,024 39,129 437,146 1,666 438,812 
Commissions and incentive compensation110,986 30,395 40,720 182,101 — 182,101 
Benefits100,190 17,070 9,840 127,100 — 127,100 
Other segment expenses(1)
484,263 82,024 36,226 602,513 (38,027)564,486 
Total non-interest expense1,036,432 186,513 125,915 1,348,860 (36,361)1,312,499 
Income before taxes562,671 239,028 43,382 845,081 — 845,081 
Income tax expense 148,612 63,484 10,359 222,455 — 222,455 
Net income$414,059 $175,544 $33,023 $622,626 $— $622,626 
Total assets at end of year$44,355,786 $10,664,887 $1,239,261 $56,259,934 $— $56,259,934 
2022
Interest income$1,411,485 $266,238 $39,541 $1,717,264 $30,179 $1,747,443 
Interest expense231,287 19,557 1,237 252,081 — 252,081 
Net interest income1,180,198 246,681 38,304 1,465,183 30,179 1,495,362 
Provision for credit losses74,184 4,405 — 78,589 — 78,589 
Non-interest income298,572 97,701 124,609 520,882 (59,829)461,053 
Non-interest expense:
Salaries306,062 45,043 29,526 380,631 1,550 382,181 
Commissions and incentive compensation127,178 31,329 39,366 197,873 — 197,873 
Benefits91,875 15,812 8,366 116,053 — 116,053 
Other segment expenses(1)
401,183 80,600 30,581 512,364 (31,200)481,164 
Total non-interest expense926,298 172,784 107,839 1,206,921 (29,650)1,177,271 
Income before taxes478,288 167,193 55,074 700,555 — 700,555 
Income tax expense 128,939 46,286 15,648 190,873 — 190,873 
Net income$349,349 $120,907 $39,426 $509,682 $— $509,682 
Total assets at end of year$41,368,200 $9,826,254 $1,755,195 $52,949,649 $— $52,949,649 
(1)Other segment items include non-interest expense categories such as ‘Software & Equipment’, ‘Data processing’, ‘Advertising and Marketing’, ‘FDIC Insurance’, and ‘Occupancy’. See “Non-Interest Expense” under Management’s Discussion and Analysis of Financial Condition and Results of Operations in Item 7 of this Annual Report on Form 10-K for further discussion on non-interest expense.
v3.25.0.1
Condensed Parent Company Financial Statements
12 Months Ended
Dec. 31, 2024
Condensed Financial Information Disclosure [Abstract]  
Condensed Parent Company Financial Statements Condensed Parent Company Financial Statements
Condensed parent company only financial statements of Wintrust follow:

Statements of Financial Condition

 December 31,
(In thousands)20242023
Assets
Cash$196,969 $262,680 
Available-for-sale debt securities and equity securities with readily determinable fair value16,240 15,532 
Investment in and receivable from subsidiaries6,674,426 5,842,160 
Goodwill8,371 8,371 
Other assets371,284 364,623 
Total assets$7,267,290 $6,493,366 
Liabilities and Shareholders’ Equity
Other liabilities$171,275 $171,922 
Subordinated notes298,283 437,866 
Other borrowings199,869 230,486 
Junior subordinated debentures253,566 253,566 
Shareholders’ equity6,344,297 5,399,526 
Total liabilities and shareholders’ equity$7,267,290 $6,493,366 

Statements of Income

 Years Ended December 31,
(In thousands)202420232022
Income
Dividends and other revenue from subsidiaries$548,232 $433,784 $120,151 
Other income (losses) (1,781)1,729 (12,969)
Total income$546,451 $435,513 $107,182 
Expenses
Interest expense$49,306 $53,612 $36,522 
Salaries and employee benefits159,725 145,011 138,466 
Other expenses182,255 160,259 155,744 
Total expenses$391,286 $358,882 $330,732 
Income (loss) before income taxes and equity in undistributed income of subsidiaries$155,165 $76,631 $(223,550)
Income tax benefit79,684 72,260 70,490 
Income (loss) before equity in undistributed net income of subsidiaries$234,849 $148,891 $(153,060)
Equity in undistributed net income of subsidiaries460,196 473,735 662,742 
Net income$695,045 $622,626 $509,682 
Statements of Cash Flows
 Years Ended December 31,
(In thousands)202420232022
Operating Activities:
Net income$695,045 $622,626 $509,682 
Adjustments to reconcile net income to net cash provided by operating activities
Losses (gains) on available-for-sale debt securities and equity securities with readily determinable fair value, net913 (442)7,018 
Depreciation and amortization35,627 25,840 27,642 
Deferred income tax benefit(9,449)(6,176)(2,773)
Stock-based compensation expense16,401 14,154 13,632 
Increase in other assets(3,862)(3,978)(7,116)
Increase (decrease) in other liabilities8,802 (6,059)(6,107)
Equity in undistributed net income of subsidiaries(460,196)(473,735)(662,742)
Net Cash Provided by (Used for) Operating Activities$283,281 $172,230 $(120,764)
Investing Activities:
Capital contributions to subsidiaries, net$ $— $(69,000)
Net cash paid for acquisitions, net(38)— — 
Other investing activity, net(37,764)(25,965)(30,872)
Net Cash Used for Investing Activities$(37,802)$(25,965)$(99,872)
Financing Activities:
(Decrease) increase in other borrowings and junior subordinated debentures, net$(30,668)$(30,641)$117,381 
Repayment of subordinated note(140,000)— — 
Proceeds from the issuance of common stock, net — 285,729 
Issuance of common shares resulting from exercise of stock options and employee stock purchase plan6,694 8,309 11,233 
Dividends paid(143,280)(125,690)(108,210)
Common stock repurchases for tax withholdings related to stock-based compensation(3,936)(1,913)(304)
Net Cash (Used for) Provided by Financing Activities$(311,190)$(149,935)$305,829 
Net (Decrease) Increase in Cash and Cash Equivalents$(65,711)$(3,670)$85,193 
Cash and Cash Equivalents at Beginning of Year262,680 266,350 181,157 
Cash and Cash Equivalents at End of Year$196,969 $262,680 $266,350 
v3.25.0.1
Earnings Per Share
12 Months Ended
Dec. 31, 2024
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
The following table sets forth the computation of basic and diluted earnings per common share for 2024, 2023 and 2022:
 
(In thousands, except per share data)  202420232022
Net income$695,045 $622,626 $509,682 
Less: Preferred stock dividends27,964 27,964 27,964 
Net income applicable to common shares(A)$667,081 $594,662 $481,718 
Weighted average common shares outstanding(B)63,685 61,149 59,205 
Effect of dilutive potential common shares:
Common stock equivalents
1,016 938 886 
Weighted average common shares and effect of dilutive potential common shares(C)64,701 62,087 60,091 
Net income per common share:
Basic(A/B)$10.47 $9.72 $8.14 
Diluted(A/C)10.31 9.58 8.02 
Potentially dilutive common shares can result from stock options, restricted stock unit awards and shares to be issued under the ESPP and the DDFS Plan, being treated as if they had been either exercised or issued, computed by application of the treasury stock method. While potentially dilutive common shares are typically included in the computation of diluted earnings per share, potentially dilutive common shares are excluded from this computation in periods in which the effect would reduce the loss per share or increase the income per share.
v3.25.0.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Pay vs Performance Disclosure      
Net income $ 695,045 $ 622,626 $ 509,682
v3.25.0.1
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2024
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.0.1
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2024
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.0.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2024
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Like every major financial services institution, Wintrust faces significant and persistent cybersecurity risks. Whether in the form of data theft, ransomware, phishing, denial of service, or third-party vendor incidents, threat actors continue to become more sophisticated and escalate their efforts against financial institutions. At Wintrust, the Board of Directors and executive management are committed to devoting the necessary resources into monitoring, detecting, preventing and mitigating cyber risk. As a regulated financial institution, we are required to comply with various regulations applicable to cybersecurity, as well as guidance issued by our regulators, and our cybersecurity program closely tracks to those requirements. Additionally, Wintrust leverages global cybersecurity standards as general guides, including the National Institute of Standards and Technology Cybersecurity Framework.

Cybersecurity oversight begins with the Information Technology & Information Security Committee (“IT/IS Committee”) of the Wintrust Board of Directors. The Wintrust Chief Security Officer (“CSO”) and Deputy Chief Information Security Officer (“Deputy CISO”) oversee the cybersecurity program. The CSO has a dual reporting structure, reporting to both the IT/IS Committee and the Vice Chairman/Chief Operating Officer of Wintrust. The CSO and Deputy CISO, each with extensive industry experience, manage a team of skilled professionals with cybersecurity expertise. This team governs our cybersecurity program that follows seven pillars: strategy; prevention, detection, response, measurement, compliance, and training. Our cybersecurity program employs a wide range of technological, administrative, and physical security measures designed to address the confidentiality, integrity, and availability of the information and data of both Wintrust and our customers. We have established policies, processes and procedures to monitor, report and respond to suspected or actual security events. A critical function of the cybersecurity program is the Security Operations Center, which is constantly monitoring Wintrust systems to detect threats. If any credible threats are detected, the Security Operations Center notifies both the CSO and Deputy CISO, and the appropriate response plan is initiated. The CSO will advise executive management and other relevant stakeholders as necessary. We coordinate with our third parties and vendor partners through assessments and due diligence before sharing or allowing the hosting of data. We also work with our outside partners to investigate security events that may have impacted our confidential and other information, and to leverage lessons learned during those investigations. In addition, we contractually require our third-party service providers that possess or process any Wintrust or customer information to adhere to certain security requirements, controls and responsibilities based on the risk profile of the relationship.
Wintrust also recognizes that individual employees are frequent targets of threat actors. We regularly engage with employees on the importance of protecting the information and data of Wintrust, our customers and employees through monthly newsletters, posters and ad-hoc communications. If specific threats are identified, management may communicate those threats directly to employees for heightened awareness. Our cybersecurity program requires employees to review information security and privacy policies annually, complete multiple cybersecurity training courses throughout the year, and participate in monthly mock phishing campaigns. We also communicate with our customers about their role in enhancing cybersecurity.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
Like every major financial services institution, Wintrust faces significant and persistent cybersecurity risks. Whether in the form of data theft, ransomware, phishing, denial of service, or third-party vendor incidents, threat actors continue to become more sophisticated and escalate their efforts against financial institutions. At Wintrust, the Board of Directors and executive management are committed to devoting the necessary resources into monitoring, detecting, preventing and mitigating cyber risk. As a regulated financial institution, we are required to comply with various regulations applicable to cybersecurity, as well as guidance issued by our regulators, and our cybersecurity program closely tracks to those requirements. Additionally, Wintrust leverages global cybersecurity standards as general guides, including the National Institute of Standards and Technology Cybersecurity Framework.
Cybersecurity oversight begins with the Information Technology & Information Security Committee (“IT/IS Committee”) of the Wintrust Board of Directors.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block] Cybersecurity oversight begins with the Information Technology & Information Security Committee (“IT/IS Committee”) of the Wintrust Board of Directors.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Cybersecurity oversight begins with the Information Technology & Information Security Committee (“IT/IS Committee”) of the Wintrust Board of Directors.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The CSO reports at regular intervals to the Wintrust Enterprise Risk Management Committee, the IT/IS Committee, and the Audit Committee of the Wintrust Board of Directors, as well as the full Wintrust Board of Directors, as necessary. The Audit Committee performs an annual review of our cybersecurity program, which includes a discussion of management’s actions to identify and detect threats and incident plans in the event of a response or recovery situation. The Audit Committee receives an annual review that includes enhancements to the cybersecurity program and management’s progress on its cybersecurity strategic roadmap
Cybersecurity Risk Role of Management [Text Block]
In addition to our dedicated cybersecurity team, Wintrust’s approach to cybersecurity is supported by dedicated risk management and internal audit teams. Our governance program maintains policies and standards, which are validated through risk-based assessments, reviews and testing. The CSO reports at regular intervals to the Wintrust Enterprise Risk Management Committee, the IT/IS Committee, and the Audit Committee of the Wintrust Board of Directors, as well as the full Wintrust Board of Directors, as necessary. The Audit Committee performs an annual review of our cybersecurity program, which includes a discussion of management’s actions to identify and detect threats and incident plans in the event of a response or recovery situation. The Audit Committee receives an annual review that includes enhancements to the cybersecurity program
and management’s progress on its cybersecurity strategic roadmap. In addition, the Board of Directors receives quarterly cybersecurity reports, which include a review of key performance indicators, test results and related remediation, and an overview of recent threats and how the Company is managing those threats.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] The Wintrust Chief Security Officer (“CSO”) and Deputy Chief Information Security Officer (“Deputy CISO”) oversee the cybersecurity program. The CSO has a dual reporting structure, reporting to both the IT/IS Committee and the Vice Chairman/Chief Operating Officer of Wintrust.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] The CSO and Deputy CISO, each with extensive industry experience, manage a team of skilled professionals with cybersecurity expertise.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] A critical function of the cybersecurity program is the Security Operations Center, which is constantly monitoring Wintrust systems to detect threats. If any credible threats are detected, the Security Operations Center notifies both the CSO and Deputy CISO, and the appropriate response plan is initiated. The CSO will advise executive management and other relevant stakeholders as necessary. We coordinate with our third parties and vendor partners through assessments and due diligence before sharing or allowing the hosting of data.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.0.1
Summary Of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Basis of Accounting
The accounting and reporting policies of Wintrust Financial Corporation (“Wintrust” or the “Company”) and its subsidiaries conform to generally accepted accounting principles in the United States and prevailing practices of the banking industry. In the preparation of the consolidated financial statements, management is required to make certain estimates and assumptions that affect the reported amounts contained in the consolidated financial statements. Management believes that the estimates made are reasonable; however, changes in estimates may be required if economic or other conditions change beyond management’s expectations. Reclassifications of certain prior year amounts have been made to conform to the current year presentation. The following is a summary of the Company’s significant accounting policies.
Principles of Consolidation
Principles of Consolidation

The consolidated financial statements of Wintrust include the accounts of the Company and its subsidiaries. All significant intercompany accounts and transactions have been eliminated in the consolidated financial statements.
Earnings per Share
Earnings per Share

Basic earnings per share is computed by dividing income available to common shareholders by the weighted-average number of common shares outstanding for the period. Diluted earnings per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock or resulted in the issuance of common stock that then share in the earnings of the Company. The weighted-average number of common shares outstanding is increased by the assumed conversion of any outstanding convertible preferred stock shares from the beginning of the year or date of issuance, if later, and the number of common shares that would be issued assuming the exercise of stock options and the issuance of restricted shares using the treasury stock method. The adjustments to the weighted-average common shares outstanding are only made when such adjustments will dilute earnings per common share. If relevant convertible preferred shares are outstanding during a period, net income applicable to common shares used in the diluted earnings per share calculation may be adjusted to consider potential conversion of such preferred shares. Where the effect of this conversion would reduce the loss per share or increase the income per share, net income applicable to common shares is not adjusted by the associated preferred dividends.
Business Combinations
Business Combinations

The Company accounts for business combinations under the acquisition method of accounting in accordance with ASC 805, “Business Combinations” (“ASC 805”) when it obtains control of a business. When determining whether a business has been acquired, the Company first evaluates whether substantially all of the fair value of the gross assets acquired are concentrated in a single identifiable asset or a group of similar identifiable assets. If concentrated in such a manner, the set of assets and activities is not a business. If not concentrated in such a manner, the Company assesses whether the set meets the definition of a business by containing inputs, outputs and at least one substantive process. If the set represents a business, the Company recognizes the fair value of the assets acquired and liabilities assumed, immediately expenses transaction costs and accounts for restructuring plans separately from the business combination. The excess of the cost of the acquisition over the fair value of the net tangible and intangible assets acquired is recorded as goodwill. Alternatively, a gain is recorded equal to the amount by which the fair value of assets purchased exceeds the fair value of liabilities assumed and consideration paid.

If the set of assets and activities do not constitute a business, the transaction is accounted for as an asset acquisition. The cost of a group of assets acquired is allocated to the individual assets acquired or liabilities assumed based on the relative fair value and does not result in the recognition of goodwill. Generally, any excess of the cost of the transaction over the fair value of the individual assets acquired or liabilities assumed, or, in contrast, any excess of the fair value of the individual assets acquired or liabilities assumed over the cost of the transaction, should be allocated on a relative fair value basis. Certain "non-qualifying" assets are excluded from this allocation, and are recognized at the individual asset's fair value.
Results of operations of the acquired business are included in the income statement from the effective date of acquisition. Subsequent adjustments to provisional amounts that are identified in reporting periods within one year after the acquisition date in a business combination are recognized in the reporting period in which the adjustment amounts are determined.
Cash Equivalents
Cash Equivalents
For purposes of the consolidated statements of cash flows, Wintrust considers cash on hand, cash items in the process of collection, non-interest bearing amounts due from correspondent banks, federal funds sold and securities purchased under resale agreements with original maturities of three months or less, to be cash equivalents.
Investment Securities
Investment Securities

The Company classifies debt and equity securities upon purchase in one of five categories: trading, held-to-maturity debt securities, available-for-sale debt securities, equity securities with a readily determinable fair value or equity securities without a readily determinable fair value. Debt and equity securities held for resale are classified as trading securities. Debt securities for which the Company has the ability and positive intent to hold until maturity are classified as held-to-maturity. All other debt securities are classified as available-for-sale as they may be sold prior to maturity in response to changes in the Company’s interest rate risk profile, funding needs, demand for collateralized deposits by public entities or other reasons. Equity securities are classified based upon whether a readily determinable fair value exists on such security. The fair value of an equity security is readily determinable if it meets certain conditions, including whether sales prices or bid-ask quotes are currently available on certain securities exchanges; traded only in a foreign market that is of a breadth and scope comparable to one of the U.S. markets; or the security is an investment in a mutual fund or similar structure with a fair value per share or unit that is determined and published, and is the basis for current transactions.

Held-to-maturity debt securities are stated at amortized cost, which represents actual cost adjusted for premium amortization and discount accretion using methods that approximate the effective interest method. Available-for-sale debt securities are stated at fair value, with unrealized gains and losses, net of related taxes, included in shareholders’ equity as a separate component of other comprehensive income. Trading account securities and equity securities with a readily determinable fair value are stated at fair value. Realized and unrealized gains and losses from sales and fair value adjustments are included in other non-interest income. Equity securities without a readily determinable fair value are stated at either a calculated net asset value per share, if available, or the cost of the security minus impairment, if any, plus or minus changes resulting from observable price changes in orderly transactions for the identical or similar instrument of the same issuer.

Subsequent to classification at the time of purchase, the Company may transfer debt securities between trading, held-to-maturity, or available-for-sale. For debt securities transferred to trading, the current unrealized gain or loss at the date of transfer, net of related taxes, is immediately recognized in earnings. Debt securities transferred from trading to either held-to-maturity or available-for-sale have already recognized any unrealized gain or loss into earnings and this amount is not reversed. Unrealized gains or losses, net related taxes, for available-for-sale debt securities transferred to held-to-maturity remain as a separate component of other comprehensive income and an offsetting discount or premium is included in the amortized cost of the held-to-maturity debt security. These amounts are amortized over the remaining life of the debt security in equal and offsetting amounts. Unrealized gains or losses for held-to-maturity debt securities transferred to available-for-sale are recognized at the transfer date as a separate component of other comprehensive income, net of related taxes.

Declines in the fair value of held-to-maturity and available-for-sale debt investment securities (with certain exceptions for debt securities noted below) that are deemed to be credit losses are charged to the allowance for credit losses. In evaluating credit impairment, management considers the extent to which the fair value has been less than cost, the financial condition and near-term prospects of the issuer, and the intent and ability of the Company to retain its investment in the issuer for a period of time sufficient to allow for any anticipated recovery in fair value in the near term. Declines in the fair value of debt securities below amortized cost are deemed to be credit losses in circumstances where: (1) the Company has the intent to sell a security; (2) it is more likely than not that the Company will be required to sell the debt security before recovery of its amortized cost basis; or (3) the Company does not expect to recover the entire amortized cost basis of the debt security. If the Company intends to sell a debt security or if it is more likely than not that the Company will be required to sell the debt security before recovery, a credit impairment write-down is recognized in the allowance for credit losses equal to the difference between the debt security’s amortized cost basis and its fair value. If an entity does not intend to sell the debt security or it is not more likely than not that it will be required to sell the debt security before recovery, the credit impairment write-down is separated into an amount representing credit loss, which is recognized in the allowance for credit losses, and an amount related to all other factors, which is recognized in other comprehensive income.

Equity securities with readily determinable fair values are measured at fair value with changes recognized in net income. Equity securities without readily determinable fair values are measured at cost minus impairment, if any, plus or minus changes resulting from observable price changes in orderly transactions for identical or similar investments of the same issuer. Such
investments are included within accrued interest receivable and other assets within the Company's Consolidated Statements of Condition.

Interest and dividends, including amortization of premiums and accretion of discounts, are recognized as interest income when earned. Realized gains and losses on sales (using the specific identification method), unrealized gains and losses on equity securities and declines in value judged to be other-than-temporary are included in non-interest income.
FHLB and FRB Stock
FHLB and FRB Stock

Investments in FHLB and FRB stock are restricted as to redemption and are carried at cost.
Securities Purchased Under Resale Agreements and Securities Sold Under Repurchase Agreements
Securities Purchased Under Resale Agreements and Securities Sold Under Repurchase Agreements

Securities purchased under resale agreements and securities sold under repurchase agreements are generally treated as collateralized financing transactions and are recorded at the amount at which the securities were acquired or sold plus accrued interest. Securities, consisting of U.S. Treasury, U.S. Government agency and mortgage-backed securities, pledged as collateral under these financing arrangements cannot be sold by the secured party. The fair value of collateral either received from or provided to a third party is monitored and additional collateral is obtained or requested to be returned as deemed appropriate.
Brokerage Customer Receivables
Brokerage Customer Receivables

The Company, under an agreement with an out-sourced securities clearing firm, extends credit to its brokerage customers to finance their purchases of securities on margin. The Company receives income from interest charged on such extensions of credit. Brokerage customer receivables represent amounts due on margin balances. Securities owned by customers are held as collateral for these receivables.
Mortgage Loans Held-for-Sale
Mortgage Loans Held-for-Sale

Mortgage loans are classified as held-for-sale when originated or acquired with the intent to sell the loan into the secondary market. ASC 825, “Financial Instruments” provides entities with an option to report selected financial assets and liabilities at fair value. Mortgage loans classified as held-for-sale are measured at fair value which is typically determined by reference to investor prices for loan products with similar characteristics. Changes in fair value are recognized in mortgage banking revenue.

Market conditions or other developments may change management’s intent with respect to the disposition of these loans and loans previously classified as mortgage loans held-for-sale may be reclassified to the loans held-for-investment portfolio, with the balance transferred continuing to be carried at fair value.
Loans and Leases and Allowance for Credit Losses
Loans and Leases

Loans are generally reported at the principal amount outstanding, net of unearned income. Interest income is recognized when earned. Loan origination fees and certain direct origination costs are deferred and amortized over the expected life of the loan as an adjustment to the yield using methods that approximate the effective interest method. Finance charges on premium finance receivables are earned over the term of the loan, using a method which approximates the effective yield method.

Leases classified as direct financing leases are included within lease loans, net of unearned income, for financial statement purposes. Direct financing    leases are stated as the sum of remaining minimum lease payments from lessees plus estimated residual values less unearned lease income. Unearned lease income on direct financing leases is recognized over the term of the leases using the effective interest method.

Interest income is not accrued on loans where management has determined that the borrowers may be unable to meet contractual principal or interest obligations, or where interest or principal is 90 days or more past due, unless the loans are adequately secured and in the process of collection. Cash receipts on non-accrual loans are generally applied to the principal balance until the remaining balance is considered collectible, at which time interest income may be recognized when received.

Allowance for Credit Losses

In accordance with ASC 326, “Financial Instruments – Credit Losses” (“ASC 326”), the Company measures the allowance for credit losses at the time of origination or purchase of a financial asset, representing an estimate of lifetime expected credit losses on the related asset. Financial assets include assets measured under the amortized cost basis, including loans, net investments in
leases recognized by a lessor, held-to-maturity debt securities and purchased credit deteriorated (“PCD”) assets at the time of and subsequent to acquisition, and off-balance-sheet credit exposures considered not unconditionally cancellable. In addition to financial assets measured at amortized cost, credit losses related to available-for-sale debt securities are recorded through the allowance for credit losses and not as a direct adjustment to the amortized cost of the securities. The Company elects the collateral maintenance practical expedient under ASC 326 and applies this approach to securities purchased under resale agreements and brokerage customer receivables. In accordance with contractual terms, these assets require underlying collateral to be monitored continuously and replenished when collateral is less than required levels. The Company measures an allowance for credit losses if the carrying balance of such assets exceeds the amount of underlying collateral.

The allowance for credit losses on financial assets held at amortized cost is measured on a collective or pooled basis when similar risk characteristics exist. The Company utilizes modeling methodologies that estimate lifetime credit loss rates on each pool, including methodologies estimating the probability of default and loss given default on specific segments. Credit quality indicators, specifically the Company's internal risk rating systems, reflect how the Company monitors credit losses and represent factors used by the Company when measuring the allowance for credit losses. Historical credit loss history is adjusted for reasonable and supportable forecasts developed by the Company and incorporates third party economic forecasts on a quantitative or qualitative basis. Reasonable and supportable forecasts consider the macroeconomic factors that are most relevant to evaluating and predicting expected credit losses in the Company's financial assets. For periods beyond the ability to develop reasonable and supportable forecasts, the Company reverts to historical loss rates. Qualitative factors assessed by Management include the following:
Changes in the nature and volume of the institution’s financial assets;
Changes in the existence, growth, and effect of any concentrations of credit;
Changes in the volume and severity of past due financial assets, the volume of non-accrual assets, and the volume and severity of adversely classified or graded assets;
Changes in the value of the underlying collateral for loans that are not collateral-dependent;
Changes in the institution’s lending policies and procedures, including changes in underwriting standards and practices for collections, write-offs, and recoveries;
Changes in the quality of the institution’s credit review function;
Changes in the experience, ability, and depth of the institution’s lending, investment, collection, and other relevant management and staff;
The effect of changes in other external factors such as the regulatory, legal and technological environments; competition; and events such as natural disasters; and
Actual and expected changes in international, national, regional, and local economic and business conditions and developments in which the institution operates that affect the collectability of financial assets.

Expected credit losses are measured over the contractual term of the financial asset with consideration of expected prepayments. Expected extensions, renewals or modifications of the financial asset are considered when the expected extension, renewal or modification is contained within the existing agreement and is not unconditionally cancellable.

Financial assets that do not share similar risk characteristics with any pool are assessed for the allowance for credit losses on an individual basis. These typically include assets experiencing financial difficulties, including substandard non-accrual assets. If an individual asset is removed from a pool, the allowance for credit losses for such pool will be measured without considering the removed asset. If foreclosure is probable or the asset is considered collateral-dependent, expected credit losses are measured based upon the fair value of the underlying collateral adjusted for selling costs, if appropriate.

For purchased financial assets that have experienced more-than-insignificant deterioration in credit quality since origination (“PCD assets”), the Company recognizes the sum of the purchase price and estimate of the allowance for credit losses as of the date of acquisition as the initial amortized cost basis. If the estimated allowance for credit losses is recognized under a methodology that is not a discounted cash flow methodology, such allowance for credit losses will be estimated based upon the unpaid principal balance of the financial asset.

The Company does not measure an allowance for credit losses on accrued interest receivable balances if these balances are written off in a timely manner. Write-offs of accrued interest receivable balances are recorded as a reduction to interest income.
Recoveries of financial assets previously written off are recognized when received and recorded as a component of the allowance for credit losses. When measuring the allowance for credit losses, the Company incorporates an estimate of expected recoveries provided the estimate is reasonable and supportable. Write-offs of financial assets are charged-off or deducted from the allowance for credit losses and recorded in the period when the Company concludes that all or a portion of a financial asset is no longer collectible. A provision for credit losses is charged to income based on Management’s periodic evaluation of the factors previously described. Evaluations are conducted at least quarterly and more frequently if deemed necessary.
Mortgage Servicing Rights ("MSRs")
Mortgage Servicing Rights ("MSRs")

MSRs are recorded in the Consolidated Statements of Condition at fair value in accordance with ASC 860, “Transfers and Servicing.” The Company originates mortgage loans for sale to the secondary market. Certain loans are originated and sold with servicing rights retained. MSRs associated with loans originated and sold, where servicing is retained, are capitalized at the time of sale at fair value based on the future net cash flows expected to be realized for performing the servicing activities, and included in other assets in the Consolidated Statements of Condition. The change in the fair value of MSRs is recorded as a component of mortgage banking revenue in non-interest income in the Consolidated Statements of Income. The Company measures the fair value of MSRs by stratifying the servicing rights into pools based on homogeneous characteristics, such as product type and interest rate. The fair value of each servicing rights pool is calculated based on the present value of estimated future cash flows using a discount rate commensurate with the risk associated with that pool, given current market conditions. Estimates of fair value include assumptions about prepayment speeds, interest rates and other factors which are subject to change over time. Changes in these underlying assumptions could cause the fair value of MSRs to change significantly in the future.
Lease Investments
Lease Investments
The Company’s investments in equipment and other assets held on operating leases are reported as lease investments, net. Rental income on operating leases is recognized as income over the lease term on a straight-line basis. Equipment and other assets held on operating leases is stated at cost less accumulated depreciation. Depreciation of the cost of the assets held on operating leases, less any residual value, is computed using the straight-line method over the term of the leases, which is generally seven years or less.
Premises and Equipment
Premises and Equipment

Premises and equipment, including leasehold improvements, are stated at cost less accumulated depreciation and amortization. Depreciation and amortization are computed using the straight-line method over the estimated useful lives of the related assets. Useful lives generally range from two to 15 years for furniture, fixtures and equipment, two to seven years for software and computer-related equipment and seven to 39 years for buildings and improvements. Land improvements are amortized over a period of 15 years and leasehold improvements are amortized over the shorter of the useful life of the improvement or the term of the respective lease including any lease renewals deemed to be reasonably assured. Land, antique furnishings and artwork are not subject to depreciation. Expenditures for major additions and improvements are capitalized, and maintenance and repairs are charged to expense as incurred. Eligible costs related to the configuration, coding, testing and installation of internal use software and qualifying cloud computing arrangements are capitalized.

Long-lived depreciable assets are evaluated periodically for impairment when events or changes in circumstances indicate the carrying amount may not be recoverable. Impairment exists when the expected undiscounted future cash flows of a long-lived asset are less than its carrying value. In that event, a loss is recognized for the difference between the carrying value and the estimated fair value of the asset based on a quoted market price, if applicable, or a discounted cash flow analysis. Impairment losses are recognized in other non-interest expense.
Other Real Estate Owned
Other Real Estate Owned
Other real estate owned is comprised of real estate acquired in partial or full satisfaction of loans and is included in other assets in the Consolidated Statements of Condition. Other real estate owned is recorded at its estimated fair value less estimated selling costs at the date of transfer. Any excess of the related loan balance over the fair value less expected selling costs is charged to the allowance for credit losses. In contrast, any excess of the fair value less expected selling costs over the related loan balance is recorded as a recovery of prior charge-offs on the loan and, if any portion of the excess exceeds prior charge-offs, as an increase to earnings. Subsequent changes in value are reported as adjustments to the carrying amount, limited to the initial fair value recorded at the date of transfer, and are recorded in other non-interest expense. Gains and losses upon sale, if any, are also charged to other non-interest expense.
Goodwill and Other Intangible Assets
Goodwill and Other Intangible Assets
Goodwill represents the excess of the cost of a business acquisition over the fair value of net assets acquired. Other intangible assets represent purchased assets that also lack physical substance but can be distinguished from goodwill because of contractual or other legal rights or because the asset is capable of being sold or exchanged either on its own or in combination with a related contract, asset or liability. In accordance with accounting standards, goodwill is not amortized, but rather is tested for impairment on an annual basis or more frequently when events warrant, using a qualitative or quantitative approach. Intangible assets which have finite lives are amortized over their estimated useful lives and also are subject to impairment testing. Intangible assets which have indefinite lives are evaluated each reporting date to determine whether events and circumstances continue to support an indefinite useful life. If an indefinite useful life can no longer be supported for such asset, the intangible asset will be amortized prospectively over the remaining estimated useful life. If an indefinite useful life can be supported, the asset is not amortized, but rather is tested for impairment on an annual basis or more frequently when events warrant, using a qualitative or quantitative approach. The Company’s intangible assets having finite lives are amortized over varying periods not exceeding twenty years.
Bank-Owned Life Insurance (BOLI)
Bank-Owned Life Insurance ("BOLI")
The Company maintains BOLI on certain individuals. BOLI balances are recorded at their cash surrender values and are included in other assets in the Consolidated Statements of Condition. Changes in the cash surrender values are included in non-interest income.
Derivative Instruments
Derivative Instruments

The Company enters into derivative transactions principally to protect against the risk of adverse price or interest rate movements on the future cash flows or the value of certain assets and liabilities. The Company is also required to recognize certain contracts and commitments, including certain commitments to fund mortgage loans held-for-sale, as derivatives when the characteristics of those contracts and commitments meet the definition of a derivative. The Company accounts for derivatives in accordance with ASC 815, “Derivatives and Hedging,” which requires that all derivative instruments be recorded in the Consolidated Statements of Condition at fair value. The accounting for changes in the fair value of a derivative instrument depends on whether it has been designated and qualifies as part of a hedging relationship and further, on the type of hedging relationship.

Derivative instruments designated in a hedge relationship to mitigate exposure to changes in the fair value of an asset or liability attributable to a particular risk, such as interest rate risk, are considered fair value hedges. Derivative instruments designated in a hedge relationship to mitigate exposure to variability in expected future cash flows, or other types of forecasted transactions, are considered cash flow hedges. Formal documentation of the relationship between a derivative instrument and a hedged asset or liability, as well as the risk-management objective and strategy for undertaking each hedge transaction and an assessment of effectiveness, is required at inception to apply hedge accounting. In addition, formal documentation of ongoing effectiveness testing is required to maintain hedge accounting.

Fair value hedges are accounted for by recording the changes in the fair value of the derivative instrument and the changes in the fair value related to the risk being hedged of the hedged asset or liability on the statement of condition with corresponding offsets recorded in the income statement. The adjustment to the hedged asset or liability is included in the basis of the hedged item, while the fair value of the derivative is recorded as a freestanding asset or liability. Actual cash receipts or payments and related amounts accrued during the period on derivatives included in a fair value hedge relationship are recorded as adjustments to the interest income or expense recorded on the hedged asset or liability.

Cash flow hedges are accounted for by recording the changes in the fair value of the derivative instrument on the statement of condition as either a freestanding asset or liability, with a corresponding offset recorded in other comprehensive income within shareholders’ equity, net of deferred taxes. Amounts are reclassified from accumulated other comprehensive income to interest expense in the period or periods the hedged forecasted transaction affects earnings.

Under both the fair value and cash flow hedge scenarios, changes in the fair value of derivatives not considered to be highly effective in hedging the change in fair value or the expected cash flows of the hedged item are recognized in earnings as non-interest income during the period of the change.

Derivative instruments that are not designated as hedges according to accounting guidance are reported on the statement of condition at fair value and the changes in fair value are recognized in earnings as non-interest income during the period of the change.
Commitments to fund mortgage loans (i.e. interest rate locks) to be sold into the secondary market and forward commitments for the future delivery of these mortgage loans are accounted for as derivatives and are not designated in hedging relationships. Fair values of these mortgage derivatives are estimated primarily based on changes in mortgage rates from the date of the commitments. Changes in the fair values of these derivatives are included in mortgage banking revenue.

Forward currency and commodity contracts used to manage foreign exchange risk and commodity price risk, respectively, associated with certain assets are accounted for as derivatives and are not designated in hedging relationships. Such derivatives are recorded at fair value based on prevailing currency and commodity exchange rates at the measurement date. Changes in the fair values of these derivatives are recognized in earnings as non-interest income during the period of change.

Periodically, the Company sells options to an unrelated bank or dealer for the right to purchase certain securities held within its investment portfolios (“covered call options”). These option transactions are designed primarily as an economic hedge to compensate for net interest margin compression by increasing the total return associated with holding the related securities as earning assets by using fee income generated from these options. These transactions are not designated in hedging relationships pursuant to accounting guidance and, accordingly, changes in fair values of these contracts, are reported in other non-interest income.
The Company periodically purchases options for the right to purchase securities not currently held within its investment portfolios or enters into interest rate swaps in which the Company elects to not designate such derivatives as hedging instruments. These option and swap transactions are designed primarily to economically hedge a portion of the fair value adjustments related to the Company’s mortgage servicing rights portfolio. The gain or loss associated with these derivative contracts are included in mortgage banking revenue.
Trust Assets, Assets Under Management and Brokerage Assets
Trust Assets, Assets Under Management and Brokerage Assets

Assets held in fiduciary or agency capacity for customers are not included in the consolidated financial statements as they are not assets of Wintrust or its subsidiaries. Fee income is recognized on an accrual basis and is included as a component of non-interest income.
Income Taxes
Income Taxes

Wintrust and its subsidiaries file a consolidated Federal income tax return. Income tax expense is based upon income in the consolidated financial statements rather than amounts reported on the income tax return. Deferred tax assets and liabilities are recognized for the estimated future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using currently enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized as an income tax benefit or income tax expense in the period that includes the enactment date.

Positions taken in the Company’s tax returns may be subject to challenge by the taxing authorities upon examination. In accordance with applicable accounting guidance, uncertain tax positions are initially recognized in the financial statements when it is more likely than not the positions will be sustained upon examination by the tax authorities. Such tax positions are both initially and subsequently measured as the largest amount of tax benefit that is greater than 50% likely of being realized upon settlement with the tax authority, assuming full knowledge of the position and all relevant facts. Interest and penalties on income tax uncertainties are classified within income tax expense in the income statement.

The Company has elected to apply the deferral method for acquired investments that generate investment tax credits (ITCs). This includes solar tax credit investments. Under this approach, the ITCs are recorded as an offset to the related investment on the balance sheet, with credit amounts being recognized in earnings over the life of the investment within the same income or expense accounts as used for the investment.
Stock-Based Compensation Plans
Stock-Based Compensation Plans

In accordance with ASC 718, “Compensation — Stock Compensation,” compensation cost is measured as the fair value of the awards on their date of grant. A Black-Scholes model is utilized to estimate the fair value of stock options and a Monte-Carlo simulation model is used to estimate the fair value of performance awards with a market condition metric. The market price of the Company’s stock at the date of grant is used to estimate the fair value of time-vested restricted stock awards and performance awards with a performance metric. Compensation cost is recognized over the required service period, generally
defined as the vesting period. For awards with graded vesting, compensation cost is recognized on a straight-line basis over the requisite service period for the entire award.

Accounting guidance permits for the recognition of stock based compensation for the number of awards that are ultimately expected to vest. As a result, recognized compensation expense for stock options and restricted share awards is reduced for estimated forfeitures prior to vesting. Forfeitures rates are estimated for each type of award based on historical forfeiture experience. Estimated forfeitures will be reassessed in subsequent periods and may change based on new facts and circumstances. The Company issues new shares to satisfy option exercises and vesting of restricted shares.
Comprehensive Income
Comprehensive Income

Comprehensive income consists of net income and other comprehensive income. Other comprehensive income includes unrealized gains and losses on available-for-sale debt securities, net of deferred taxes, changes in deferred unrealized gains and losses on investment securities transferred from available-for-sale debt securities to held-to-maturity debt securities, net of deferred taxes, adjustments related to cash flow hedges, net of deferred taxes, and foreign currency translation adjustments, net of deferred taxes. The Company has a policy for releasing the income tax effects from accumulated other comprehensive income using an individual security approach.
Stock Repurchases
Stock Repurchases

The Company periodically repurchases shares of its outstanding common stock through open market purchases or other methods. Repurchased shares are recorded as treasury shares on the trade date using the treasury stock method, and the cash paid is recorded as treasury stock.
Foreign Currency Translation
Foreign Currency Translation

The Company revalues assets and liabilities denominated in non-U.S. currencies into U.S. dollars at the end of each month using applicable exchange rates and revenue and expenses are revalued using a daily spot rate.
Gains and losses relating to translating functional currency financial statements for U.S. reporting are included in other comprehensive income. Gains and losses relating to the re-measurement of transactions to the functional currency are reported in the Consolidated Statements of Income.
Accounting Pronouncements and Other Regulatory Rules Newly Adopted
Accounting Pronouncements and Other Regulatory Rules Newly Adopted

Equity Method and Joint Ventures - Investments in Tax Credit Structures

In March 2023, the FASB issued ASU No. 2023-02, “Investments-Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method,” which allows reporting entities the option to apply the proportional amortization method to other tax credit programs besides the Low-Income Housing Tax Credit structures. The guidance requires application of the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing the method at the reporting level entity level. The Company adopted ASU No. 2023-02 as of January 1, 2024. Adoption of this standard did not have a material impact on the Company’s consolidated financial statements.

Segment Reporting

In November 2023, the FASB issued ASU No. 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures,” to enhance public entity disclosures regarding significant segment expenses which are regularly reported to an entity’s chief operating decision-maker (“CODM”) and included in a segment’s reported profit or loss. This ASU requires disclosure of the amount and composition of “other segment items”, the title and position of the CODM, and how the CODM
uses reported measures of profit or loss to assess segment performance. Further, the guidance requires certain segment disclosures previously provided only annually, on an interim basis. The Company adopted ASU No. 2023-07 as of January 1, 2024. Refer to Note (24) “Segment Information” for further information regarding the adoption of this standard.
Income Tax Disclosures

In December 2023, the FASB issued ASU No. 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures,” to enhance the transparency and decision usefulness of income tax disclosures. This ASU requires annually that all entities disclose increasingly disaggregated information on amount of income taxes paid. Further, this ASU requires annually that all public entities must disclose specific categories in the rate reconciliation and provide additional information for reconciling items that meet a specific quantitative threshold. This guidance is effective for fiscal years beginning after December 15, 2024 and is to be applied either on prospective basis or retrospective basis. Early adoption is permitted. The Company expects that adopting this new guidance will have an impact to disclosures only.

Compensation – Scope Application of Profits Interest and Similar Awards

In March 2024, the FASB issued ASU No. 2024-01, “Compensation Stock Compensation (Topic 718): Scope Application of Profits Interest and Similar Awards” which clarifies the guidance by providing an illustrative example to demonstrate how an entity should apply the scope guidance in Topic 718 when determining whether profits interest and similar awards should be accounted for in accordance with Topic 718. For public business entities, this guidance is effective for fiscal years beginning after December 15, 2024, including interim periods therein, and is to be applied either on a prospective basis or retrospective basis. Early adoption is permitted. The Company does not expect this guidance to have a material impact on the Company’s consolidated financial statements.

Disaggregation of Income Statement Expenses

In November 2024, the FASB issued ASU No. 2024-03, “Income Statement Reporting Comprehensive Income Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses”, which requires public business entities to disclose additional information about specific expense categories including employee compensation, depreciation, intangible asset amortization, etc., as well as qualitative descriptions of certain expenses, in the notes to the financial statements. This guidance is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027. The guidance is to be applied either prospectively or retrospectively. Early adoption is permitted. The Company is currently evaluating the impact of adopting this new guidance on the consolidated financial statements.

Induced Conversions of Convertible Debt Instruments

In November 2024, the FASB issued ASU No. 2024-04, “Debt Debt with Conversion and Other Options (Subtopic 470-20): Induced Conversions of Convertible Debt Instruments” to clarify the requirements for determining whether certain settlements of convertible debt instruments should be accounted for as an induced conversion. This guidance is effective for fiscal years beginning after December 15, 2025, including interim periods therein, and is to be applied either on a prospective basis or retrospective basis. Early adoption is permitted. The Company is currently evaluating the impact of adopting this new guidance on the consolidated financial statements.
v3.25.0.1
Investment Securities (Tables)
12 Months Ended
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]  
Schedule of Investment Securities
A summary of the available-for-sale and held-to-maturity investment securities portfolios presenting carrying amounts and gross unrealized gains and losses as of December 31, 2024 and 2023 is as follows:
 December 31, 2024December 31, 2023
(In thousands)
Amortized
Cost
Gross
unrealized
gains
Gross
unrealized
losses
Fair ValueAmortized
Cost
Gross
unrealized
gains
Gross
unrealized
losses
Fair Value
Available-for-sale securities
U.S. Treasury$37,858 $49 $ $37,907 $6,960 $$— $6,968 
U.S. government agencies50,000  (5,055)44,945 50,000 — (4,876)45,124 
Municipal188,405 528 (4,340)184,593 144,299 657 (3,998)140,958 
Corporate notes:
Financial issuers83,997  (3,828)80,169 83,996 — (8,456)75,540 
Other1,000  (7)993 1,000 — (9)991 
Mortgage-backed: (1)
Residential mortgage-backed securities4,106,641 284 (553,287)3,553,638 3,505,012 1,392 (446,784)3,059,620 
Commercial (multi-family) mortgage-baked securities19,064 23 (755)18,332 13,201 68 (289)12,980 
Collateralized mortgage obligations238,574 1,187 (18,856)220,905 175,346 1,400 (16,012)160,734 
Total available-for-sale securities$4,725,539 $2,071 $(586,128)$4,141,482 $3,979,814 $3,525 $(480,424)$3,502,915 
Held-to-maturity securities
U.S. government agencies$313,539 $ $(69,127)$244,412 $336,468 $— $(67,058)$269,410 
Municipal161,016 243 (5,290)155,969 172,933 565 (3,778)169,720 
Mortgage-backed: (1)
Residential mortgage-backed securities2,864,927  (605,014)2,259,913 3,042,828 1,922 (549,265)2,495,485 
Commercial (multi-family) mortgage-backed securities6,364  (252)6,112 6,415 — (184)6,231 
Collateralized mortgage obligations211,023 815 (22,683)189,155 241,075 978 (21,502)220,551 
Corporate notes56,851 8 (1,870)54,989 57,544 (3,480)54,071 
Total held-to-maturity securities$3,613,720 $1,066 $(704,236)$2,910,550 $3,857,263 $3,472 $(645,267)$3,215,468 
Less: Allowance for credit losses(457)(347)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 $3,856,916 
Equity securities with readily determinable fair value $220,758 $2,905 $(8,251)$215,412 $143,312 $3,500 $(7,544)$139,268 
(1)None of our mortgage-backed securities are subprime.
Schedule of Available-for-sale Investment Securities Portfolios
The following tables present the portion of the Company’s available-for-sale investment securities portfolios which had gross unrealized losses, reflecting the length of time that individual securities have been in a continuous unrealized loss position at December 31, 2024 and 2023, respectively:
 
As of December 31, 2024
Continuous unrealized
losses existing for less
than 12 months
Continuous unrealized
losses existing for
greater than 12 months
Total
(In thousands)
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Available-for-sale securities
U.S. government agencies$44,945 $(5,055)$— $— $44,945 $(5,055)
Municipal52,344 (3,536)83,517 (804)135,861 (4,340)
Corporate notes:
Financial issuers80,169 (3,828)— — 80,169 (3,828)
Other993 (7)— — 993 (7)
Mortgage-backed: (1)
Residential mortgage-backed securities2,212,780 (519,164)1,327,534 (34,123)3,540,314 (553,287)
Commercial (multi-family) mortgage backed securities3,134 (390)12,204 (365)15,338 (755)
Collateralized mortgage obligations65,874 (18,841)7,428 (15)73,302 (18,856)
Total available-for-sale securities$2,460,239 $(550,821)$1,430,683 $(35,307)$3,890,922 $(586,128)
(1)None of our mortgage-backed securities are subprime.
As of December 31, 2023
Continuous unrealized
losses existing for less
than 12 months
Continuous unrealized
losses existing for
greater than 12 months
Total
(In thousands)
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Fair valueUnrealized
losses
Available-for-sale securities
U.S. government agencies$— $— $45,124 $(4,876)$45,124 $(4,876)
Municipal36,519 (513)58,216 (3,485)94,735 (3,998)
Corporate notes:
Financial issuers— — 75,540 (8,456)75,540 (8,456)
Other991 (9)— — 991 (9)
Mortgage-backed: (1)
Mortgage-backed securities333,879 (1,170)2,374,724 (445,614)2,708,603 (446,784)
Commercial (multi-family) mortgage backed securities9,953 (289)— — 9,953 (289)
Collateralized mortgage obligations— — 75,101 (16,012)75,101 (16,012)
Total available-for-sale securities$381,342 $(1,981)$2,628,705 $(478,443)$3,010,047 $(480,424)
(1)None of our mortgage-backed securities are subprime.
Schedule of Gross Gains and Gross Losses Realized and Proceeds For Investment Securities
The following table provides information as to the amount of gross gains and losses, adjustments and impairment on investment securities recognized in earnings and proceeds received through the sale or call of investment securities:
 Years Ended December 31,
(In thousands)
202420232022
Realized gains on investment securities$2,704 $1,136 $461 
Realized losses on investment securities(276)(71)(22)
Net realized gains on investment securities2,428 1,065 439 
Unrealized gains on equity securities with readily determinable fair value4,451 5,428 1,154 
Unrealized losses on equity securities with readily determinable fair value(5,751)(4,280)(9,862)
Net unrealized (losses) gains on equity securities with readily determinable fair value(1,300)1,148 (8,708)
Impairment of equity securities without readily determinable fair values(3,730)(688)(12,158)
Adjustment and impairment, net, of equity securities without readily determinable fair values(3,730)(688)(12,158)
(Losses) gains on investment securities, net$(2,602)$1,525 $(20,427)
Proceeds from sales of equity securities with readily determinable fair value$51,792 $23,592 $31,753 
Proceeds from sales and capital distributions of equity securities without readily determinable fair value2,226 67 1,330 
Schedule of Contractual Maturities of Investment Securities
The amortized cost and fair value of investment securities as of December 31, 2024 and December 31, 2023, by contractual maturity, are shown in the following table. Contractual maturities may differ from actual maturities as borrowers may have the right to call or repay obligations with or without call or prepayment penalties. Mortgage-backed securities are not included in the maturity categories in the following maturity summary as actual maturities may differ from contractual maturities because the underlying mortgages may be called or prepaid without penalties:
 
 December 31, 2024December 31, 2023
(In thousands)
Amortized
Cost
Fair ValueAmortized
Cost
Fair Value
Available-for-sale securities
Due in one year or less$89,578 $89,392 $53,162 $52,945 
Due in one to five years157,883 153,325 132,348 123,985 
Due in five to ten years89,125 84,240 82,040 76,869 
Due after ten years24,674 21,650 18,705 15,782 
Mortgage-backed4,364,279 3,792,875 3,693,559 3,233,334 
Total available-for-sale securities$4,725,539 $4,141,482 $3,979,814 $3,502,915 
Held-to-maturity securities
Due in one year or less$18,929 $18,658 $5,169 $5,142 
Due in one to five years110,897 108,056 109,602 105,835 
Due in five to ten years71,846 70,277 99,700 98,718 
Due after ten years329,734 258,379 352,474 283,506 
Mortgage-backed3,082,314 2,455,180 3,290,318 2,722,267 
Total held-to-maturity securities$3,613,720 $2,910,550 $3,857,263 $3,215,468 
Less: Allowance for credit losses(457)(347)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 $3,856,916 
v3.25.0.1
Loans (Tables)
12 Months Ended
Dec. 31, 2024
Receivables [Abstract]  
Schedule of Loan Portfolio
The following table shows the Company’s loan portfolio by category as of the dates shown:

(Dollars in thousands)December 31, 2024December 31, 2023
Balance:
Commercial$15,574,551 $12,832,053 
Commercial real estate12,903,944 11,344,164 
Home equity445,028 343,976 
Residential real estate3,612,765 2,769,666 
Premium finance receivables—property & casualty7,272,042 6,903,529 
Premium finance receivables—life insurance8,147,145 7,877,943 
Consumer and other99,562 60,500 
Total loans, net of unearned income$48,055,037 $42,131,831 
Mix:
Commercial32 %30 %
Commercial real estate27 27 
Home equity1 
Residential real estate8 
Premium finance receivables—property & casualty15 16 
Premium finance receivables—life insurance17 19 
Consumer and other0 
Total loans, net of unearned income100 %100 %
Schedule of Financing Receivable, Purchased with Credit Deterioration The following table provides estimated details as of the date of acquisition on PCD loans acquired in 2024:
(In thousands)Macatawa
Contractually required payments (unpaid principal balance)$169,472 
Allowance for credit losses(3,004)
Discount, net of any premium(4,529)
    Purchase price of PCD loans acquired$161,939 
v3.25.0.1
Allowance for Credit Losses (Tables)
12 Months Ended
Dec. 31, 2024
Credit Loss [Abstract]  
Schedule of Aging of the Company's Loan Portfolio
The tables below show the aging of the Company’s loan portfolio by the segmentation noted above at December 31, 2024 and 2023.
 
As of December 31, 2024
(In thousands)
Nonaccrual90+ days
and still
accruing
60-89
days past
due
30-59
days past
due
CurrentTotal Loans
Loan Balances (includes PCD):
Commercial$73,490 $104 $54,844 $92,551 $15,353,562 $15,574,551 
Commercial real estate:
Construction and development2,282  1,339 4,634 2,425,826 2,434,081 
Non-construction18,760  9,182 26,132 10,415,789 10,469,863 
Home equity1,117  1,233 2,148 440,530 445,028 
Residential real estate loans, excluding early buy-out loans23,762 — 5,708 18,917 3,407,622 3,456,009 
Premium finance receivables
Property & casualty insurance loans28,797 16,031 19,042 68,219 7,139,953 7,272,042 
Life insurance loans6,431  72,963 36,405 8,031,346 8,147,145 
Consumer and other2 47 59 882 98,572 99,562 
Total loans, net of unearned income, excluding early buy-out loans$154,641 $16,182 $164,370 $249,888 $47,313,200 $47,898,281 
Early buy-out loans guaranteed by U.S. government agencies (1)
 33,952 618 2,335 119,851 156,756 
Total loans, net of unearned income$154,641 $50,134 $164,988 $252,223 $47,433,051 $48,055,037 
As of December 31, 2023
(In thousands)
Nonaccrual90+ days
and still
accruing
60-89
days past
due
30-59
days past
due
CurrentTotal Loans
Loan Balances (includes PCD):
Commercial$38,940 $98 $19,488 $85,743 $12,687,784 $12,832,053 
Commercial real estate
Construction and development2,205 — 251 1,343 2,080,242 2,084,041 
Non-construction33,254 — 8,264 19,291 9,199,314 9,260,123 
Home equity1,341 — 62 2,263 340,310 343,976 
Residential real estate loans, excluding early buy-out loans15,391 — 2,325 22,942 2,578,425 2,619,083 
Premium finance receivables
Property & casualty insurance loans27,590 20,135 23,236 50,437 6,782,131 6,903,529 
Life insurance loans— — 16,206 45,464 7,816,273 7,877,943 
Consumer and other22 54 25 165 60,234 60,500 
Total loans, net of unearned income, excluding early buy-out loans$118,743 $20,287 $69,857 $227,648 $41,544,713 $41,981,248 
Early buy-out loans guaranteed by U.S. government agencies (1)
— 57,688 250 328 92,317 150,583 
Total loans, net of unearned income$118,743 $77,975 $70,107 $227,976 $41,637,030 $42,131,831 
(1)Early buy-out loans are insured or guaranteed by the FHA or the U.S. Department of Veterans Affairs, subject to indemnifications and insurance limits for certain loans.
Schedule of Loan Portfolio by Credit Quality Indicator
The table below shows the Company’s loan portfolio by credit quality indicator and year of origination at December 31, 2024:

As of December 31, 2024
Year of OriginationRevolvingTotal
(In thousands)20242023202220212020PriorRevolvingto TermLoans
Loan Balances:
Commercial, industrial and other
Pass$3,361,218 $2,217,568 $1,628,315 $1,139,059 $424,974 $1,035,390 $5,111,527 $15,821 $14,933,872 
Special mention11,611 86,527 34,790 78,699 12,529 5,372 143,428 1,691 374,647 
Substandard accrual7,561 23,119 40,548 19,924 6,000 9,346 84,969 1,075 192,542 
Substandard nonaccrual/doubtful503 5,824 18,764 15,813 1,747 7,696 22,823 320 73,490 
Total commercial, industrial and other$3,380,893 $2,333,038 $1,722,417 $1,253,495 $445,250 $1,057,804 $5,362,747 $18,907 $15,574,551 
Construction and development
Pass$342,474 $616,252 $983,538 $216,737 $32,972 $139,706 $15,388 $— $2,347,067 
Special mention— 845 — — — — 3,690 — 4,535 
Substandard accrual— 755 18,999 1,166 1,777 57,500 — — 80,197 
Substandard nonaccrual/doubtful— 251 — — 2,031 — — — 2,282 
Total construction and development$342,474 $618,103 $1,002,537 $217,903 $36,780 $197,206 $19,078 $— $2,434,081 
Non-construction
Pass$1,466,041 $1,481,826 $1,809,592 $1,417,473 $978,442 $2,812,243 $216,231 $1,534 $10,183,382 
Special mention3,509 15,212 16,310 59,130 3,293 37,032 2,334 — 136,820 
Substandard accrual156 2,691 30,333 26,041 30,453 41,227 — — 130,901 
Substandard nonaccrual/doubtful— 487 453 557 — 17,263 — — 18,760 
Total non-construction$1,469,706 $1,500,216 $1,856,688 $1,503,201 $1,012,188 $2,907,765 $218,565 $1,534 $10,469,863 
Home equity
Pass$70 $43 $110 $22 $189 $6,988 $415,011 $6,021 $428,454 
Special mention— 97 276 60 42 3,472 5,492 545 9,984 
Substandard accrual— 15 197 — 57 4,578 542 84 5,473 
Substandard nonaccrual/doubtful— — 385 129 — 517 — 86 1,117 
Total home equity$70 $155 $968 $211 $288 $15,555 $421,045 $6,736 $445,028 
Residential real estate
Early buy-out loans guaranteed by U.S. government agencies$— $4,421 $3,417 $3,707 $4,076 $141,135 $— $— $156,756 
Pass870,033 498,330 811,336 762,997 204,328 250,196 — — 3,397,220 
Special mention1,046 2,558 5,821 3,420 637 8,898 — — 22,380 
Substandard accrual162 572 6,634 532 1,155 3,592 — — 12,647 
Substandard nonaccrual/doubtful155 5,044 5,486 4,906 628 7,543 — — 23,762 
Total residential real estate$871,396 $510,925 $832,694 $775,562 $210,824 $411,364 $— $— $3,612,765 
Premium finance receivables - property & casualty
Pass$7,095,026 $25,834 $— $4,542 $$— $— $— $7,125,403 
Special mention114,401 902 26 — — — — — 115,329 
Substandard accrual1,938 571 — — — — 2,513 
Substandard nonaccrual/doubtful23,213 5,542 33 — — — — 28,797 
Total premium finance receivables - property & casualty$7,234,578 $32,849 $60 $4,554 $$— $— $— $7,272,042 
Premium finance receivables - life
Pass$1,352,365 $6,783,031 $4,135 $— $— $— $— $— $8,139,531 
Special mention— 1,183 — — — — — — 1,183 
Substandard accrual— — — — — — — — — 
Substandard nonaccrual/doubtful6,431 — — — — — — — 6,431 
Total premium finance receivables - life$1,358,796 $6,784,214 $4,135 $— $— $— $— $— $8,147,145 
Consumer and other
Pass$4,408 $3,131 $700 $805 $70 $31,065 $59,127 $— $99,306 
Special mention28 13 — 70 — 124 
Substandard accrual85 — — 25 — 130 
Substandard nonaccrual/doubtful— — — — — — 
Total consumer and other$4,444 $3,148 $790 $809 $70 $31,160 $59,141 $— $99,562 
Total loans
Early buy-out loans guaranteed by U.S. government agencies$— $4,421 $3,417 $3,707 $4,076 $141,135 $— $— $156,756 
Pass14,491,635 11,626,015 5,237,726 3,541,635 1,640,976 4,275,588 5,817,284 23,376 46,654,235 
Special mention130,595 107,337 57,228 141,312 16,501 54,844 154,949 2,236 665,002 
Substandard accrual9,825 27,726 96,797 47,666 39,442 116,268 85,520 1,159 424,403 
Substandard nonaccrual/doubtful30,302 17,149 25,121 21,415 4,406 33,019 22,823 406 154,641 
Total loans$14,662,357 $11,782,648 $5,420,289 $3,755,735 $1,705,401 $4,620,854 $6,080,576 $27,177 $48,055,037 
Gross write offs
Three months ended December 31, 2024$13,839 $1,722 $1,810 $702 $403 $1,255 $— $— $19,731 
Twelve months ended December 31, 202422,062 32,707 7,607 20,796 2,609 23,565 — — 109,346 
Schedule of Held-to-Maturity Debt Securities by Credit Quality Indicator For purposes of the table below, the Company has converted any issuer rating from an NRSRO into the Company’s internal ratings based on Investment Policy and review by the Company’s management.
As of December 31, 2024
Year of OriginationTotal
(In thousands)20242023202220212020PriorBalance
Amortized Cost Balances:
U.S. government agencies
1-4 internal grade$— $— $135,000 $147,820 $25,000 $5,719 $313,539 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total U.S. government agencies$— $— $135,000 $147,820 $25,000 $5,719 $313,539 
Municipal
1-4 internal grade$— $4,176 $1,033 $6,815 $258 $146,610 $158,892 
5-7 internal grade— — — — — 2,124 2,124 
8-10 internal grade— — — — — — — 
Total municipal$— $4,176 $1,033 $6,815 $258 $148,734 $161,016 
Mortgage-backed securities
1-4 internal grade$— $333,577 $532,079 $2,216,658 $— $— $3,082,314 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total mortgage-backed securities$— $333,577 $532,079 $2,216,658 $— $— $3,082,314 
Corporate notes
1-4 internal grade$— $— $14,969 $— $6,004 $35,878 $56,851 
5-7 internal grade— — — — — — — 
8-10 internal grade— — — — — — — 
Total corporate notes$— $— $14,969 $— $6,004 $35,878 $56,851 
Total held-to-maturity securities$3,613,720 
Less: Allowance for credit losses(457)
Held-to-maturity securities, net of allowance for credit losses$3,613,263 
Schedule of Allowance for Credit Losses As significant judgment is required, the review of the appropriateness of the allowance for credit losses is performed quarterly by various committees with participation by the Company’s executive management.
December 31,December 31,
(In thousands)20242023
Allowance for loan losses$364,017 $344,235 
Allowance for unfunded lending-related commitments losses72,586 83,030 
Allowance for loan losses and unfunded lending-related commitments losses436,603 427,265 
Allowance for held-to-maturity securities losses457 347 
Allowance for credit losses$437,060 $427,612 
Schedule of Activity in the Allowance for Credit Losses by Loan Portfolio
A summary of the activity in the allowance for credit losses by loan portfolio (i.e. allowance for loan losses and allowance for unfunded commitment losses) for the years ended December 31, 2024 and 2023 is as follows:

 
Year Ended 
December 31, 2024
(In thousands)
CommercialCommercial
Real Estate
Home
Equity
Residential
Real Estate
Premium
Finance
Receivable
Consumer
and Other
Total
Loans
Allowance for credit losses at beginning of period$169,604 $223,853 $7,116 $13,133 $13,069 $490 427,265 
Other adjustments    (207) (207)
Charge-offs(48,864)(22,127)(74)(175)(37,519)(587)(109,346)
Recoveries2,853 323 359 15 11,313 87 14,950 
Provision for credit losses - other47,439 9,164 196 (3,337)31,164 764 85,390 
Provision for credit losses - Day 1 on non-PCD assets acquired during the period2,967 10,540 1,344 638  58 15,547 
Initial allowance for credit losses recognized on PCD assets acquired during the period1,838 1,103 2 61   3,004 
Allowance for credit losses at period end$175,837 $222,856 $8,943 $10,335 $17,820 $812 $436,603 
By measurement method:
Individually evaluated for impairment$27,894 $6,768 $50 $44 $ $1 $34,757 
Collectively evaluated for impairment147,943 216,088 8,893 10,291 17,820 811 401,846 
Loans at period end:
Individually evaluated for impairment$73,490 $21,042 $1,117 $23,674 $ $2 $119,325 
Collectively evaluated for impairment15,501,061 12,882,902 443,911 3,430,296 15,419,187 99,560 47,776,917 
Loans held at fair value   158,795   158,795 

Year Ended 
December 31, 2023
(In thousands)
CommercialCommercial
Real Estate
Home
Equity
Residential
Real Estate
Premium
Finance
Receivable
Consumer
and Other
Total
Loans
Allowance for credit losses at beginning of period$142,769 $184,352 $7,573 $11,585 $10,671 $498 $357,448 
Cumulative effect adjustment from the adoption of ASU 2022-02111 1,356 (33)(692)— (1)741 
Other adjustments — — — — 47 — 47 
Charge-offs(15,713)(15,228)(227)(192)(21,857)(595)(53,812)
Recoveries2,651 460 139 21 4,946 93 8,310 
Provision for credit losses39,786 52,913 (336)2,411 19,262 495 114,531 
Allowance for loan losses at period end$169,604 $223,853 $7,116 $13,133 $13,069 $490 427,265 
By measurement method:
Individually evaluated for impairment$17,589 $3,150 $— $135 $— $11 $20,885 
Collectively evaluated for impairment152,015 220,703 7,116 12,998 13,069 479 406,380 
Loans at period end:
Individually evaluated for impairment$38,940 $35,459 $1,341 $15,391 $— $22 $91,153 
Collectively evaluated for impairment12,793,113 11,308,705 342,635 2,599,014 14,781,472 60,478 41,885,417 
Loan held at fair value— — — 155,261 — — 155,261 
Schedule of Modification of Loans
The tables below presents a summary of the balance immediately following the modification of loans to borrowers experiencing financial difficulties during the years ended December 31, 2024 and 2023:
Year Ended
December 31, 2024
(Dollars in thousands)
Total Percentage of Total Class of LoanExtension of Term Reduction of 
Interest
Rate
Interest Only
Payments
Delay in Contractual Payments Extension of Term and Reduction of Interest Rate
Commercial
Commercial, industrial and other$11,531 0.1 %$9,516 $9 $17 $81 $1,908 
Commercial real estate
Construction and development701 0.0 %701     
Non-Construction 813 0.0 493 — 320  — 
Home equity86 0.0 86     
Residential real estate166 0.0  166    
Premium finance receivables
Property and casualty insurance loans1,226 0.0 96 1,103   27 
Total loans$14,523 0.0 $10,892 $1,278 $337 $81 $1,935 
Weighted Average Magnitude of Modifications:
Year Ended December 31, 2024
(Dollars in thousands)
TotalDuration of Extension of Term (months)Reduction of 
Interest
Rate (bps)
Duration of Delay in Contractual Payments (months)
Commercial
Commercial, industrial and other$11,531 1080 34
Commercial real estate
Construction and development701 13  
Non-construction813 8  
Home equity86 12 
Residential real estate166  201 
Premium finance receivables
Property and casualty insurance loans1,226  37 
Total loans$14,523 974 34

Year Ended
December 31, 2023
(Dollars in thousands)
Total (1)
Percentage of Total Class of Loan
Extension of (1)
Term
Reduction of 
Interest
Rate (1)
Delay in Contractual Payments (1)
Extension of
Term and
Reduction of Interest Rate (1)
Commercial
Commercial, industrial and other$41,223 0.3 %$3,367 $314 $37,069 $473 
Commercial real estate
Construction and development2,504 0.1 — — — 2,504 
Non-construction6,980 0.1 467 827 1,310 4,376 
Home equity702 0.2 203 — — 499 
Residential real estate2,113 0.1 1,537 271 — 305 
Premium finance receivables
Property and casualty insurance loans129 0.0 62 59 — 
Total loans$53,651 0.1 %$5,636 $1,471 $38,379 $8,165 
(1)Balances represent the recorded investment in the loan at the time of the restructuring.

Weighted Average Magnitude of Modifications:
Year Ended December 31, 2023
(Dollars in thousands)
TotalDuration of Extension of Term (months)Reduction of 
Interest
Rate (bps)
Duration of Delay in Contractual Payments (months)
Commercial
Commercial, industrial and other$41,223 15114 16
Commercial real estate
Construction and development2,504 12150 — 
Non-construction6,980 40232 101
Home equity702 21137 — 
Residential real estate2,113 54284 — 
Premium finance receivables
Property and casualty insurance loans129 150 — 
Total loans$53,651 28198 16
Financing Receivable, Modified, Subsequent Default
The following table presents a summary of all modified loans for borrowers experiencing financial difficulties and such loans that were in payment default under the restructured terms during the respective periods below:

(Dollars in thousands)
Year Ended December 31, 2024
Year Ended December 31, 2024
Year Ended December 31, 2023
Year Ended December 31, 2023
Total Payments in Default  Total Payments in Default 
Commercial
Commercial, industrial and other$11,531 $995 $41,223 $19,361 
Commercial real estate
Construction and development701  2,504 2,504 
Non-construction813 319 6,980 4,851 
Home equity86 86 702 203 
Residential real estate166 166 2,113 767 
Premium finance receivables
Property and casualty insurance loans1,226 122 129 129 
Total loans$14,523 $1,688 $53,651 $27,815 
v3.25.0.1
Mortgage Servicing Rights ("MSRs") (Tables)
12 Months Ended
Dec. 31, 2024
Disclosures Pertaining to Servicing Assets and Servicing Liabilities [Abstract]  
Schedule of Servicing Assets at Fair Value
Following is a summary of the changes in the carrying value of MSRs, accounted for at fair value, for the years ended December 31, 2024, 2023 and 2022:

December 31,December 31,December 31,
(In thousands)
202420232022
Fair value at beginning of year$192,456 $230,225 $147,571 
Additions from loans sold with servicing retained29,969 28,610 46,221 
Servicing rights sold (30,170)— 
Estimate of changes in fair value due to:
Payoffs and paydowns(23,026)(17,060)(23,631)
Changes in valuation inputs or assumptions4,389 (19,149)60,064 
Fair value at end of year$203,788 $192,456 $230,225 
Unpaid principal balance of mortgage loans serviced for others$12,400,913 $12,007,165 $14,052,596 
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill Assets by Business Segment
A summary of the Company’s goodwill assets by business segment is presented in the following table:
(In thousands)
January 1,
2024
Goodwill
Acquired
Impairment
Loss
Goodwill AdjustmentsDecember 31, 2024
Community banking$545,671 $142,083 $— $— $687,754 
Specialty finance39,006 — — (1,813)37,193 
Wealth management71,995 — — — 71,995 
Total$656,672 $142,083 $— $(1,813)$796,942 
Schedule of Finite-Lived Intangible Assets
A summary of acquisition-related intangible assets as of the dates shown and the expected amortization of finite-lived acquisition-related intangible assets as of December 31, 2024 is as follows:
 December 31,
(In thousands)
20242023
Community banking segment:
Core deposit intangibles with finite lives:
Gross carrying amount$158,106 $55,206 
Accumulated amortization(56,784)(46,125)
Net carrying amount$101,322 $9,081 
Trademark with indefinite lives:
Carrying amount13,800 5,800 
Total net carrying amount$115,122 $14,881 
Specialty finance segment:
Customer list intangibles with finite lives:
Gross carrying amount$1,959 $1,963 
Accumulated amortization(1,881)(1,837)
Net carrying amount$78 $126 
Wealth management segment:
Customer list and other intangibles with finite lives:
Gross carrying amount$26,630 $26,630 
Accumulated amortization(20,140)(18,748)
Net carrying amount$6,490 $7,882 
Total acquisition-related intangible assets:
Gross carrying amount$200,495 $89,599 
Accumulated amortization(78,805)(66,710)
Total acquisition-related intangible assets, net$121,690 $22,889 
Schedule of Finite-Lived Intangible Assets
A summary of acquisition-related intangible assets as of the dates shown and the expected amortization of finite-lived acquisition-related intangible assets as of December 31, 2024 is as follows:
 December 31,
(In thousands)
20242023
Community banking segment:
Core deposit intangibles with finite lives:
Gross carrying amount$158,106 $55,206 
Accumulated amortization(56,784)(46,125)
Net carrying amount$101,322 $9,081 
Trademark with indefinite lives:
Carrying amount13,800 5,800 
Total net carrying amount$115,122 $14,881 
Specialty finance segment:
Customer list intangibles with finite lives:
Gross carrying amount$1,959 $1,963 
Accumulated amortization(1,881)(1,837)
Net carrying amount$78 $126 
Wealth management segment:
Customer list and other intangibles with finite lives:
Gross carrying amount$26,630 $26,630 
Accumulated amortization(20,140)(18,748)
Net carrying amount$6,490 $7,882 
Total acquisition-related intangible assets:
Gross carrying amount$200,495 $89,599 
Accumulated amortization(78,805)(66,710)
Total acquisition-related intangible assets, net$121,690 $22,889 
Schedule of Estimated Amortization
Estimated amortization for the year-ended:
  
2025$21,391 
202618,830 
202716,342 
202813,908 
202911,536 
v3.25.0.1
Premises, Software and Equipment, Net (Tables)
12 Months Ended
Dec. 31, 2024
Property, Plant and Equipment [Abstract]  
Schedule of Premises and Equipment
A summary of premises, software and equipment at December 31, 2024 and 2023 is as follows:
 December 31,
(In thousands)
20242023
Land$184,318 $166,036 
Buildings and leasehold improvements703,798 687,326 
Furniture, equipment and computer software383,056 333,176 
Construction in progress15,702 26,443 
$1,286,874 $1,212,981 
Less: Accumulated depreciation and amortization507,744 464,015 
Total premises, software, and equipment, net$779,130 $748,966 
v3.25.0.1
Deposits (Tables)
12 Months Ended
Dec. 31, 2024
Deposits [Abstract]  
Schedule of Deposits
The following is a summary of deposits at December 31, 2024 and 2023:
(Dollars in thousands)
20242023
Balance:
Non-interest bearing$11,410,018 $10,420,401 
NOW and interest-bearing demand deposits5,865,546 5,797,649 
Wealth management deposits1,469,064 1,614,499 
Money market17,975,191 15,149,215 
Savings6,372,499 5,790,334 
Time certificates of deposit9,420,031 6,625,072 
Total deposits
$52,512,349 $45,397,170 
Mix:
Non-interest bearing22 %23 %
NOW and interest-bearing demand deposits11 13 
Wealth management deposits3 
Money market34 33 
Savings12 13 
Time certificates of deposit18 14 
Total deposits
100 %100 %
Schedule of Maturities of Time Certificates of Deposit
The scheduled maturities of time certificates of deposit at December 31, 2024 and 2023 are as follows:
(In thousands)
20242023
Due within one year$9,061,295 $5,994,905 
Due in one to two years281,239 558,387 
Due in two to three years53,009 42,559 
Due in three to four years14,316 16,251 
Due in four to five years10,104 12,966 
Due after five years68 
Total time certificate of deposits
$9,420,031 $6,625,072 
Schedule of Maturities of Uninsured Deposits Exceeding FDIC Insurance $250,000 Limit
The following table sets forth the scheduled maturities of uninsured time deposits, specifically the portion of time deposit balances in excess of the FDIC insurance limit of $250,000, at December 31, 2024 and 2023:
(In thousands)
20242023
Maturing within three months$774,312 $315,495 
After three but within six months926,997 327,183 
After six but within 12 months490,231 466,699 
After 12 months54,691 73,534 
Total
$2,246,231 $1,182,911 
v3.25.0.1
Federal Home Loan Bank Advances (Tables)
12 Months Ended
Dec. 31, 2024
Advance from Federal Home Loan Bank [Abstract]  
Schedule of Outstanding FHLB Advances
A summary of the outstanding FHLB advances at December 31, 2024 and 2023, is as follows:
(In thousands)
20242023
0.00% advance due April 2024
$ $442 
2.98% advance due August 2024
 25,000 
0.00% advance due April 2026
629 629 
0.00% advance due January 2029
680 — 
3.70% advance due July 2030
150,000 150,000 
2.81% advance due September 2032
500,000 500,000 
3.08% advance due September 2032
500,000 500,000 
2.96% advance due December 2032
 250,000 
2.98% advance due December 2032
 250,000 
3.13% advance due February 2033
 250,000 
2.95% advance due May 2033
250,000 250,000 
3.72% advance due July 2033
150,000 150,000 
3.43% advance due January 2034
175,000 — 
3.19% advance due January 2034
175,000 — 
3.45% advance due April 2034
250,000 — 
3.44% advance due April 2034
250,000 — 
3.33% advance due May 2034
250,000 — 
3.29% advance due June 2034
250,000 — 
3.38% advance due June 2034
250,000 — 
Total FHLB advances$3,151,309 $2,326,071 
v3.25.0.1
Other Borrowings (Tables)
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Schedule of Other Borrowings
The following is a summary of other borrowings at December 31, 2024 and 2023:

(In thousands)
20242023
Notes payable$142,763 $171,282 
Short-term borrowings 13,430 
Secured Borrowings334,934 401,897 
Other57,106 59,204 
Total other borrowings$534,803 $645,813 
v3.25.0.1
Junior Subordinated Debentures (Tables)
12 Months Ended
Dec. 31, 2024
Junior Subordinated Debenture Owed to Unconsolidated Subsidiary Trust [Abstract]  
Schedule of Junior Subordinated Debentures
The following table provides a summary of the Company’s junior subordinated debentures as of December 31, 2024 and 2023. The junior subordinated debentures represent the par value of the obligations owed to the Trusts.
 Common SecuritiesTrust Preferred SecuritiesJunior
Subordinated
Debentures
Rate Structure (1)
Contractual rate at 12/31/2024
Maturity DateEarliest Redemption Date
(Dollars in thousands)
20242023Issue Date
Wintrust Capital Trust III$774 $25,000 $25,774 $25,774 
S+0.26161+3.25
8.17 %04/200304/203304/2008
Wintrust Statutory Trust IV619 20,000 20,619 20,619 
S+0.26161+2.80
7.39 12/200312/203312/2008
Wintrust Statutory Trust V1,238 40,000 41,238 41,238 
S+0.26161+2.60
7.19 05/200405/203406/2009
Wintrust Capital Trust VII1,550 50,000 51,550 51,550 
S+0.26161+1.95
6.57 12/200403/203503/2010
Wintrust Capital Trust VIII1,238 25,000 26,238 26,238 
S+0.26161+1.45
6.04 08/200509/203509/2010
Wintrust Capital Trust IX1,547 50,000 51,547 51,547 
S+0.26161+1.63
6.25 09/200609/203609/2011
Northview Capital Trust I186 6,000 6,186 6,186 
S+0.26161+3.00
7.83 08/200311/203308/2008
Town Bankshares Capital Trust I186 6,000 6,186 6,186 
S+0.26161+3.00
7.83 08/200311/203308/2008
First Northwest Capital Trust I155 5,000 5,155 5,155 
S+0.26161+3.00
7.59 05/200405/203405/2009
Suburban Illinois Capital Trust II464 15,000 15,464 15,464 
S+0.26161+1.75
6.37 12/200612/203612/2011
Community Financial Shares Statutory Trust II109 3,500 3,609 3,609 
S+0.26161+1.62
6.24 06/200709/203706/2012
Total  $253,566 $253,566  6.85 %   
(1)The interest rates on the variable rate junior subordinated debentures are based on the three-month Chicago Mercantile Exchange (“CME”) Term Secured Overnight Financing Rate (“SOFR”) and reset on a quarterly basis.
v3.25.0.1
Revenue from Contracts with Customers (Tables)
12 Months Ended
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue by Source
The following table presents revenue from contracts with customers, disaggregated by the revenue source:
(Dollars in thousands)Years Ended
Revenue from contracts with customersLocation in income statementDecember 31,
2024
December 31,
2023
December 31,
2022
Brokerage and insurance product commissionsWealth management$22,611 $18,645 $17,668 
TrustWealth management25,941 24,190 33,460 
Asset managementWealth management97,675 87,772 75,486 
Total wealth management146,227 130,607 126,614 
Mortgage broker feesMortgage banking1,925 844 854 
Service charges on deposit accountsService charges on deposit accounts65,651 55,250 58,574 
Administrative servicesOther non-interest income5,336 5,599 6,713 
Card related feesOther non-interest income17,829 13,789 11,474 
Other deposit related feesOther non-interest income13,774 14,354 13,490 
Total revenue from contracts with customers$250,742 $220,443 $217,719 
Schedule of Contract Assets, Contract Liabilities and Receivables from Contracts with Customers
The following table provides information about contract assets, contract liabilities and receivables from contracts with customers:
(Dollars in thousands)December 31,
2024
December 31,
2023
Contract assets$ $— 
Contract liabilities $1,329 $665 
Mortgage broker fees receivable$101 $64 
Administrative services receivable213 118 
Wealth management receivable12,130 13,796 
Card related fees receivable1,026 1,190 
Total receivables from contracts with customer$13,470 $15,168 
Schedule of Performance Obligations Unsatisfied at End of Period
For contracts with an original expected length of more than one year, the following table presents the estimated future timing of recognition of upfront fees related to card and deposit related fees. These upfront fees represent performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting period.

(Dollars in thousands)
Estimated—2025$552 
Estimated—2026111 
Estimated—2027111 
Estimated—2028111 
Estimated—2029+444 
Total$1,329 
v3.25.0.1
Lease Commitments (Tables)
12 Months Ended
Dec. 31, 2024
Leases [Abstract]  
Schedule of Lease Costs Weighted Average Remaining Lease Term and Discount Rate
The following tables provide a summary of lease costs, weighted average remaining lease term and discount rate and future required fixed payments related to the Company’s leasing arrangements in which it is the lessee:
Year Ended
(In thousands)
December 31,
2024
December 31,
2023
December 31,
2022
Operating lease cost$23,446 $22,337 $22,767 
Finance lease cost:
Amortization of right-of-use asset249 219 219 
Interest on lease liability366 290 291 
Short-term lease cost111 41 302 
Variable lease cost2,865 2,391 2,966 
Sublease income(80)(70)(73)
Total lease cost$26,957 $25,208 $26,472 

Year Ended
(In thousands)December 31,
2024
December 31,
2023
Cash paid for amounts included in the measurement of operating lease liabilities$24,940 $23,599 
Cash paid for amounts included in the measurement of finance lease liabilities349 337 
Right-of-use asset obtained in exchange for new operating lease liabilities9,538 14,595 
Right-of-use asset obtained in exchange for new finance lease liabilities1,222 1,408 
Weighted average remaining lease term - operating leases9.87 years10.6 years
Weighted average remaining lease term - finance leases36.49 years37.4 years
Weighted average discount rate - operating leases4.30 %4.12 %
Weighted average discount rate - finance leases3.93 %3.81 %
Schedule of Future Required Fixed Payments Related to Operating Leasing Arrangements
(In thousands)
Payments
2025$25,408 
202623,020 
202721,544 
202819,601 
202917,407 
2030 and thereafter93,401 
Total minimum future amounts$200,381 
Impact of measuring the lease liability on a discounted basis(46,771)
Total lease liability$153,610 
Schedule of Future Required Fixed Payments Related to Finance Leasing Arrangements
(In thousands)
Payments
2025$25,408 
202623,020 
202721,544 
202819,601 
202917,407 
2030 and thereafter93,401 
Total minimum future amounts$200,381 
Impact of measuring the lease liability on a discounted basis(46,771)
Total lease liability$153,610 
Schedule of Annual Gross Rental Receipts The approximate annual gross rental receipts under noncancelable agreements with remaining terms in excess of one year as of December 31, 2024, are as follows (in thousands):
 
Receipts
2025$3,717 
20262,997 
20272,245 
20281,131 
2029746 
2030 and thereafter3,612 
Total minimum future amounts$14,448 
v3.25.0.1
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Schedule of Income Tax Expense (Benefit)
Income tax expense (benefit) for the years ended December 31, 2024, 2023 and 2022 is summarized as follows:
 Years Ended December 31,
(In thousands)
202420232022
Current income taxes:
Federal$178,075 $165,518 $116,976 
State52,882 62,948 48,633 
Foreign10,076 13,696 3,207 
Total current income taxes$241,033 $242,162 $168,816 
Deferred income taxes:
Federal$2,914 $(8,245)$18,560 
State7,927 (9,750)(1,183)
Foreign170 (1,712)4,680 
Total deferred income taxes$11,011 $(19,707)$22,057 
Total income tax expense$252,044 $222,455 $190,873 
Schedule of Reconciliation of the Differences Between Taxes Computed Using the Statutory Federal Income Tax Rate and Actual Income Tax Expense
A reconciliation of the differences between taxes computed using the statutory Federal income tax rate and actual income tax expense is as follows:
 Years Ended December 31,
(Dollars in thousands)
202420232022
Income tax expense using the statutory Federal income tax rate of 21% on income before taxes$198,889 $177,467 $147,117 
(Decrease) increase in tax resulting from:
Tax-exempt interest, net of interest expense disallowance(5,338)(5,348)(3,936)
State taxes, net of federal tax benefit48,039 42,027 37,328 
Income earned on bank owned life insurance(1,139)(1,013)(102)
Excess tax benefits on share based compensation(3,621)(2,314)(2,278)
Meals, entertainment and related expenses2,823 2,439 1,506 
FDIC insurance expense8,602 7,713 6,014 
Non-deductible compensation expense2,587 2,147 2,361 
Foreign subsidiary, net4,600 3,060 2,376 
Tax benefits related to tax credits, net(3,049)(3,632)(338)
Other, net(349)(91)825 
Income tax expense$252,044 $222,455 $190,873 
Schedule of Deferred Tax Assets and Liabilities
The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and liabilities at December 31, 2024 and 2023 are as follows:
(In thousands)
20242023
Deferred tax assets:
Net unrealized losses on securities included in other comprehensive income$151,886 $126,155 
Allowance for credit losses113,648 113,105 
Right-of-use liability39,691 43,693 
Deferred compensation34,850 25,369 
   Stock-based compensation14,741 13,762 
Loans12,104 435 
FDIC special assessment6,926 9,092 
Net unrealized losses on derivatives included in other comprehensive income4,032 — 
Federal net operating loss carryforward549 697 
Other1,091 4,495 
Total gross deferred tax assets379,518 336,803 
Deferred tax liabilities:
Equipment leasing165,363 165,806 
Capitalized servicing rights52,298 49,857 
Goodwill and intangible assets42,733 16,019 
Premises and equipment38,554 35,288 
Right-of-use asset32,651 36,249 
Net unrealized gains on derivatives included in other comprehensive income 11,516 
Deferred loan fees and costs7,889 7,434 
Other2,660 2,652 
Total gross deferred tax liabilities342,148 324,821 
Net deferred tax assets$37,370 $11,982 
v3.25.0.1
Stock Compensation Plans and Other Employee Benefit Plans (Tables)
12 Months Ended
Dec. 31, 2024
Share-Based Payment Arrangement, Noncash Expense [Abstract]  
Schedule of Stock Option Activity
A summary of the Plans’ stock option activity for the years ended December 31, 2024, 2023 and 2022 is as follows:
Stock OptionsCommon
Shares
Weighted Average
Strike Price
Remaining
Contractual Term(1)
Intrinsic Value(2)
($000)
Outstanding at January 1, 2022
193,447 $41.62 
Exercised(123,924)41.89 
Forfeited or canceled(1,430)40.87   
Outstanding at December 31, 2022
68,093 $41.14 1.1$2,954 
Exercisable at December 31, 2022
68,093 $41.14 1.1$2,954 
Outstanding at January 1, 2023
68,093 $41.14 
Exercised(54,993)40.75 
Outstanding at December 31, 2023
13,100 $42.76 4.2$655 
Exercisable at December 31, 2023
13,100 $42.76 4.2$655 
Outstanding at January 1, 2024
13,100 $42.76 
Exercised(2,275)38.00 
Outstanding at December 31, 2024
10,825 $43.76 3.5$876 
Exercisable at December 31, 2024
10,825 $43.76 3.5$876 
Vested or expected to vest at December 31, 2024
10,825 $43.76 3.5$876 
(1)Represents the weighted average contractual remaining life in years.
(2)Aggregate intrinsic value represents the total pretax intrinsic value (i.e., the difference between the Company’s stock price at year end and the option exercise price, multiplied by the number of shares) that would have been received by the option holders if they had exercised their options on the last day of the year. Options with exercise prices above the year end stock price are excluded from the calculation of intrinsic value. The intrinsic value will change based on the fair market value of the Company’s stock.
Schedule of Plans' Restricted and Performance Share Award Activity
A summary of the Plans’ restricted share activity for the years ended December 31, 2024, 2023 and 2022 is as follows:
 
 202420232022
Restricted SharesCommon
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Outstanding at January 1746,123 $79.60 610,155 $73.21 476,813 $61.33 
Granted407,046 99.89 270,855 88.06 225,680 95.93 
Vested and issued(241,415)70.41 (121,534)65.90 (68,541)64.49 
Forfeited or canceled(30,888)95.26 (13,353)83.68 (23,797)75.84 
Outstanding at end of year880,866 $90.95 746,123 $79.60 610,155 $73.21 
Vested, but deferred, at year end100,610 $54.46 98,919 $53.58 96,920 $53.08 

A summary of the Plans’ performance-based stock award activity, based on the target level of the awards, for the years ended December 31, 2024, 2023 and 2022 is as follows:
 202420232022
Performance SharesCommon
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Common
Shares
Weighted
Average
Grant-Date
Fair Value
Outstanding at January 1553,026 $79.69 545,379 $70.30 557,255 $62.94 
Granted111,469 100.47 189,355 92.36 160,598 97.14 
Added by performance factor at vesting96,952 58.78 23,925 62.82 — — 
Vested and issued(295,644)58.69 (186,344)62.67 — — 
Forfeited or canceled(11,786)95.97 (19,289)81.84 (172,474)71.52 
Outstanding at end of year454,017 $93.57 553,026 $79.69 545,379 $70.30 
Vested, but deferred, at year end21,759 $44.51 29,020 $45.88 35,696 $44.38 
v3.25.0.1
Regulatory Matters (Tables)
12 Months Ended
Dec. 31, 2024
Broker-Dealer, Net Capital Requirement, SEC Regulation [Abstract]  
Schedule of Compliance with Minimum Capital Requirements
As reflected in the following table, the Company met all minimum capital requirements at December 31, 2024 and 2023:

20242023
Total capital to risk weighted assets12.3 %12.1 %
Tier 1 capital to risk weighted assets10.7 10.3 
Common Equity Tier 1 capital to risk weighted assets9.9 9.4 
Tier 1 Leverage Ratio9.4 9.3 
Schedule of Actual Capital Amounts and Ratios
The banks’ actual capital amounts and ratios as of December 31, 2024 and 2023 are presented in the following table:
December 31, 2024December 31, 2023
 ActualTo Be Well
Capitalized by
Regulatory Definition
ActualTo Be Well
Capitalized by
Regulatory Definition
 (Dollars in thousands)AmountRatioAmountRatioAmountRatioAmountRatio
Total Capital (to Risk Weighted Assets):
Lake Forest Bank$857,438 11.8 %$728,358 10.0 %$852,471 12.5 %$683,460 10.0 %
Hinsdale Bank543,925 11.9 458,046 10.0 478,606 11.8 407,428 10.0 
Wintrust Bank1,164,532 12.7 915,950 10.0 1,115,527 11.9 938,320 10.0 
Libertyville Bank276,568 11.8 234,181 10.0 272,241 12.3 221,509 10.0 
Barrington Bank472,428 11.4 413,497 10.0 431,663 11.6 372,989 10.0 
Crystal Lake Bank187,820 11.8 159,314 10.0 181,916 12.7 143,786 10.0 
Northbrook Bank502,434 11.3 446,536 10.0 474,973 12.3 385,619 10.0 
Macatawa307,829 16.3 189,233 10.0 NANANA10.0 
Schaumburg Bank229,770 12.2 187,982 10.0 203,127 11.3 179,670 10.0 
Village Bank310,037 11.5 270,656 10.0 278,437 11.9 233,112 10.0 
Beverly Bank265,590 12.5 213,222 10.0 239,374 11.5 207,604 10.0 
Town Bank387,911 11.4 340,161 10.0 352,266 11.7 301,424 10.0 
Wheaton Bank347,365 11.4 304,003 10.0 317,491 11.5 275,018 10.0 
State Bank of the Lakes213,869 11.6 184,932 10.0 197,243 11.9 165,218 10.0 
Old Plank Trail Bank271,641 11.3 241,562 10.0 240,694 11.3 212,258 10.0 
St. Charles Bank291,380 11.2 259,615 10.0 250,964 11.5 218,403 10.0 
Tier 1 Capital (to Risk Weighted Assets):
Lake Forest Bank$807,848 11.1 %$582,687 8.0 %$804,011 11.8 %$546,768 8.0 %
Hinsdale Bank512,323 11.2 366,437 8.0 447,075 11.0 325,943 8.0 
Wintrust Bank1,069,171 11.7 732,760 8.0 1,009,631 10.8 750,656 8.0 
Libertyville Bank258,709 11.1 187,345 8.0 253,576 11.5 177,207 8.0 
Barrington Bank453,022 11.0 330,798 8.0 416,070 11.2 298,392 8.0 
Crystal Lake Bank176,144 11.1 127,451 8.0 170,670 11.9 115,029 8.0 
Northbrook Bank473,065 10.6 357,229 8.0 441,563 11.5 308,496 8.0 
Macatawa293,541 15.5 151,387 8.0 NANANA8.0 
Schaumburg Bank216,675 11.5 150,386 8.0 190,280 10.6 143,736 8.0 
Village Bank286,808 10.6 216,524 8.0 255,649 11.0 186,489 8.0 
Beverly Bank246,565 11.6 170,578 8.0 221,548 10.7 166,083 8.0 
Town Bank366,265 10.8 272,129 8.0 334,086 11.1 241,139 8.0 
Wheaton Bank323,221 10.6 243,202 8.0 296,134 10.8 220,014 8.0 
State Bank of the Lakes203,972 11.0 147,946 8.0 189,197 11.5 132,174 8.0 
Old Plank Trail Bank255,788 10.6 193,249 8.0 227,759 10.7 169,806 8.0 
St. Charles Bank270,446 10.4 207,692 8.0 233,651 10.7 174,722 8.0 
Common Equity Tier 1 Capital (to Risk Weighted Assets):
Lake Forest Bank$807,848 11.1 %$473,433 6.5 %$804,011 11.8 %$444,249 6.5 %
Hinsdale Bank512,323 11.2 297,730 6.5 447,075 11.0 264,828 6.5 
Wintrust Bank1,069,171 11.7 595,367 6.5 1,009,631 10.8 609,908 6.5 
Libertyville Bank258,709 11.1 152,218 6.5 253,576 11.5 143,981 6.5 
Barrington Bank453,022 11.0 268,773 6.5 416,070 11.2 242,443 6.5 
Crystal Lake Bank176,144 11.1 103,554 6.5 170,670 11.9 93,461 6.5 
Northbrook Bank473,065 10.6 290,248 6.5 441,563 11.5 250,653 6.5 
Macatawa293,541 15.5 123,002 6.5 NANANA6.5 
Schaumburg Bank216,675 11.5 122,188 6.5 190,280 10.6 116,786 6.5 
Village Bank286,808 10.6 175,926 6.5 255,649 11.0 151,523 6.5 
Beverly Bank246,565 11.6 138,594 6.5 221,548 10.7 134,942 6.5 
Town Bank366,265 10.8 221,105 6.5 334,086 11.1 195,926 6.5 
Wheaton Bank323,221 10.6 197,602 6.5 296,134 10.8 178,762 6.5 
State Bank of the Lakes203,972 11.0 120,206 6.5 189,197 11.5 107,392 6.5 
Old Plank Trail Bank255,788 10.6 157,015 6.5 227,759 10.7 137,968 6.5 
St. Charles Bank270,446 10.4 168,750 6.5 233,651 10.7 141,962 6.5 
December 31, 2024December 31, 2023
 ActualTo Be Well
Capitalized by
Regulatory Definition
ActualTo Be Well
Capitalized by
Regulatory Definition
 (Dollars in thousands)AmountRatioAmountRatioAmountRatioAmountRatio
Tier 1 Leverage Ratio:
Lake Forest Bank$807,848 9.7 %$416,233 5.0 %$804,011 9.9 %$404,942 5.0 %
Hinsdale Bank512,323 9.6 266,427 5.0 447,075 9.4 238,724 5.0 
Wintrust Bank1,069,171 11.1 479,667 5.0 1,009,631 10.8 467,712 5.0 
Libertyville Bank258,709 9.5 136,451 5.0 253,576 9.7 130,396 5.0 
Barrington Bank453,022 10.7 212,429 5.0 416,070 10.8 192,589 5.0 
Crystal Lake Bank176,144 9.8 89,519 5.0 170,670 10.0 85,280 5.0 
Northbrook Bank473,065 9.2 256,737 5.0 441,563 9.9 222,668 5.0 
Macatawa293,541 10.1 144,975 5.0 NANANA5.0 
Schaumburg Bank216,675 10.0 108,031 5.0 190,280 9.4 101,620 5.0 
Village Bank286,808 9.6 149,062 5.0 255,649 9.8 129,995 5.0 
Beverly Bank246,565 10.1 122,295 5.0 221,548 10.0 110,741 5.0 
Town Bank366,265 8.9 205,847 5.0 334,086 9.1 183,077 5.0 
Wheaton Bank323,221 9.1 178,254 5.0 296,134 9.4 157,056 5.0 
State Bank of the Lakes203,972 9.8 104,067 5.0 189,197 9.9 95,551 5.0 
Old Plank Trail Bank255,788 8.9 143,480 5.0 227,759 9.0 127,250 5.0 
St. Charles Bank270,446 9.3 144,886 5.0 233,651 9.5 122,638 5.0 
v3.25.0.1
Derivative Financial Instruments (Tables)
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Fair Value of Derivative Financial Instruments
The table below presents the fair value of the Company’s derivative financial instruments as of December 31, 2024 and December 31, 2023:

Derivative AssetsDerivative Liabilities
(In thousands)December 31, 2024December 31, 2023December 31, 2024December 31, 2023
Derivatives designated as hedging instruments under ASC 815:
Interest rate derivatives designated as Cash Flow Hedges$7,329 $40,116 $56,084 $44,456 
Interest rate derivatives designated as Fair Value Hedges10,001 12,349 87 273 
Total derivatives designated as hedging instruments under ASC 815$17,330 $52,465 $56,171 $44,729 
Derivatives not designated as hedging instruments under ASC 815:
Interest rate derivatives$177,553 $211,490 $183,799 $210,397 
Interest rate lock commitments1,950 4,511 18 — 
Forward commitments to sell mortgage loans1,297 — 88 5,212 
Commodity forward contracts766 888 583 609 
Foreign exchange contracts1,131 6,372 1,091 6,308 
Total derivatives not designated as hedging instruments under ASC 815$182,697 $223,261 $185,579 $222,526 
Total Derivatives$200,027 $275,726 $241,750 $267,255 
Schedule of Cash Flow Hedging Instruments
The table below provides details on these cash flow hedges, summarized by derivative type and maturity, as of December 31, 2024:

December 31, 2024
(In thousands)Notional
Amount
Fair Value
Asset (Liability)
Interest Rate Collars at 1-month CME term SOFR:
Buy 2.250% floor, sell 3.743% cap; matures September 2025
$1,250,000 $(3,943)
Buy 2.750% floor, sell 4.320% cap; matures October 2026
500,000 (893)
Buy 2.000% floor, sell 3.450% cap; matures September 2027
1,250,000 (23,600)
Interest Rate Swaps at 1-month CME term SOFR:
Fixed 3.748%; matures December 2025
250,000 (881)
Fixed 3.759%; matures December 2025
250,000 (854)
Fixed 3.680%; matures February 2026
250,000 (1,100)
Fixed 4.176%; matures March 2026
250,000 277 
Fixed 3.915%; matures March 2026
250,000 (470)
Fixed 4.450%; matures July 2026
250,000 1,497 
Fixed 3.515%, matures December 2026
250,000 (2,412)
Fixed 3.512%; matures December 2026
250,000 (2,427)
Fixed 3.453%; matures February 2027
250,000 (2,807)
Fixed 4.150%; matures July 2027
250,000 916 
Fixed 3.748%; matures March 2028
250,000 (1,784)
Fixed 3.526%; matures March 2028
250,000 (3,452)
Fixed 3.993%; matures October 2029
350,000 329 
Fixed 4.245%; matures November 2029
350,000 4,270 
Fixed 3.300%; matures November 2029(1)
250,000 (5,732)
Fixed 3.816%; matures November 2030(1)
250,000 (1,399)
Fixed 3.551%; matures November 2030(1)
250,000 (4,330)
Fixed 3.950%; matures February 2031(2)
250,000 40 
Total Cash Flow Hedges$7,700,000 $(48,755)
(1)Represents interest rate swaps that have effective starting dates of November 1, 2025.
(2)Represents interest rate swaps that have effective starting dates of February 1, 2026.
Schedule of Amounts in Accumulated Other Comprehensive Income Related to Interest Rate Swaps Designated as Cash Flow Hedges
A rollforward of the amounts in accumulated other comprehensive income or loss related to interest rate derivatives designated as cash flow hedges, including such derivative contracts terminated during the period, follows:

 Years Ended December 31,
(In thousands)20242023
Unrealized gain at beginning of period$43,538 $10,026 
Amount reclassified from accumulated other comprehensive income or loss to interest income or expense on deposits, loans and other borrowings72,674 55,846 
Amount of loss recognized in other comprehensive income or loss(131,720)(22,334)
Unrealized (loss) gain at end of period$(15,508)$43,538 
Schedule of Carrying Amount of Hedged Assets/(Liabilities)
The following table presents the carrying amount of the hedged assets/(liabilities) and the cumulative amount of fair value hedging adjustment included in the carrying amount of the hedged assets/(liabilities) that are designated as a fair value hedge accounting relationship as of December 31, 2024:
December 31, 2024
(In thousands)

Derivatives in Fair Value
Hedging Relationships
Location in the Statement of ConditionCarrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) Cumulative Amount of Fair Value Hedging Adjustment Remaining for any Hedged Assets/(Liabilities) for which Hedge Accounting has been Discontinued
Interest rate swapsLoans, net of unearned income$156,907 $(9,961)$(56)
Available-for-sale debt securities605 (11)— 

The following table presents the gain or loss recognized related to derivative instruments that are designated as fair value hedges for the respective period:

(In thousands)Location of Gain or (Loss) Recognized in Income on DerivativeYear Ended
December 31,
Derivatives in Fair Value
Hedging Relationships
2024
Interest rate swapsInterest and fees on loans$(27)
Interest income - investment securities— 
Schedule of Consolidated Statement of Income Related to Derivatives
Amounts included in the Consolidated Statements of Income related to derivative instruments not designated in hedge relationships were as follows:

(In thousands) Years Ended
December 31,
DerivativeLocation in income statement20242023
Interest rate swaps and capsTrading gains (losses), net$59 $765 
Mortgage banking derivativesMortgage banking revenue952 12,285 
Commodity contractsTrading gains (losses), net184 279 
Foreign exchange contractsTrading gains (losses), net(84)— 
Covered call optionsFees from covered call options10,196 21,863 
Derivative contract held as economic hedge on MSRsMortgage banking revenue(7,909)1,280 
Schedule of Offsetting Assets The table below summarizes the Company’s interest rate derivatives and offsetting positions as of the dates shown.
Derivative AssetsDerivative Liabilities
Fair ValueFair Value
(In thousands)December 31, 2024December 31, 2023December 31, 2024December 31, 2023
Gross Amounts Recognized$194,883 $263,955 $239,970 $255,126 
Less: Amounts offset in the Statements of Condition —  — 
Net amount presented in the Statements of Condition$194,883 $263,955 $239,970 $255,126 
Gross amounts not offset in the Statements of Condition
Offsetting Derivative Positions$(74,656)$(76,514)$(74,656)$(76,514)
Collateral Posted (78,550)(144,899) — 
Net Credit Exposure$41,677 $42,542 $165,314 $178,612 
Schedule of Offsetting Liabilities The table below summarizes the Company’s interest rate derivatives and offsetting positions as of the dates shown.
Derivative AssetsDerivative Liabilities
Fair ValueFair Value
(In thousands)December 31, 2024December 31, 2023December 31, 2024December 31, 2023
Gross Amounts Recognized$194,883 $263,955 $239,970 $255,126 
Less: Amounts offset in the Statements of Condition —  — 
Net amount presented in the Statements of Condition$194,883 $263,955 $239,970 $255,126 
Gross amounts not offset in the Statements of Condition
Offsetting Derivative Positions$(74,656)$(76,514)$(74,656)$(76,514)
Collateral Posted (78,550)(144,899) — 
Net Credit Exposure$41,677 $42,542 $165,314 $178,612 
v3.25.0.1
Fair Value of Assets and Liabilities (Tables)
12 Months Ended
Dec. 31, 2024
Fair Value Disclosures [Abstract]  
Schedule of Balances of Assets and Liabilities Measured at Fair Value on a Recurring Basis
The following tables present the balances of assets and liabilities measured at fair value on a recurring basis for the periods presented:

 December 31, 2024
(In thousands)TotalLevel 1Level 2Level 3
Available-for-sale securities
U.S. Treasury$37,907 $37,907 $ $ 
U.S. government agencies44,945  44,945  
Municipal184,593  62,986 121,607 
Corporate notes81,162  81,162  
Mortgage-backed3,792,875  3,792,875  
Trading account securities4,072  4,072  
Equity securities with readily determinable fair value215,412 207,346 8,066  
Mortgage loans held-for-sale331,261  270,862 60,399 
Loans held-for-investment158,795  123,899 34,896 
MSRs203,788   203,788 
Nonqualified deferred compensations assets16,653  16,653  
Derivative assets200,027  198,077 1,950 
Total$5,271,490 $245,253 $4,603,597 $422,640 
Derivative liabilities$241,750 $ $241,750 $ 
 December 31, 2023
(In thousands)TotalLevel 1Level 2Level 3
Available-for-sale securities
U.S. Treasury$6,968 $6,968 $— $— 
U.S. government agencies45,124 — 45,124 — 
Municipal140,958 — 54,721 86,237 
Corporate notes76,531 — 76,531 — 
Mortgage-backed3,233,334 — 3,233,334 — 
Trading account securities4,707 — 4,707 — 
Equity securities with readily determinable fair value139,268 131,202 8,066 — 
Mortgage loans held-for-sale292,722 — 265,887 26,835 
Loans held-for-investment155,261 — 94,591 60,670 
MSRs192,456 — — 192,456 
Nonqualified deferred compensations assets15,238 — 15,238 — 
Derivative assets275,726 — 271,216 4,510 
Total$4,578,293 $138,170 $4,069,415 $370,708 
Derivative liabilities$267,255 $— $267,255 $— 
Schedule of Changes In Level 3 Assets and Liabilities Measured at Fair Value on a Recurring Basis
The changes in Level 3 assets measured at fair value on a recurring basis during the years ended December 31, 2024 and 2023 are summarized as follows:
(In thousands)MunicipalMortgage loans held-for-saleLoans held-for-investmentMSRsDerivative assets
Balance at January 1, 2024
$86,237 $26,835 $60,670 $192,456 $4,510 
Total net gains (losses) included in:
Net income (1)
 370 (43)11,332 (2,560)
Other comprehensive income or loss(11,212)    
Purchases84,839     
Issuances     
Sales     
Settlements(38,257)(48,555)(43,525)  
Net transfers into Level 3 81,749 17,794   
Balance at December 31, 2024
$121,607 $60,399 $34,896 $203,788 $1,950 

(In thousands)MunicipalMortgage loans held-for-saleLoans held-for-investmentMSRsDerivative assets
Balance at January 1, 2023
$117,537 $48,655 $84,165 $230,225 $1,711 
Total net (losses) gains included in:
Net income (1)
— 1,960 (103)(7,599)2,799 
Other comprehensive income or loss(7,152)— — — — 
Purchases36,688 — — — — 
Issuances— — — — — 
Sales— — — (30,170)— 
Settlements(60,836)(75,342)(69,218)— — 
Net transfers into Level 3— 51,562 45,826 — — 
Balance at December 31, 2023
$86,237 $26,835 $60,670 $192,456 $4,510 
(1)Changes in the balance of mortgage loans held-for-sale, MSRs and derivative assets related to fair value adjustments are recorded as components of mortgage banking revenue. Changes in the balance of loans held-for-investment related to fair value adjustments are recorded as other non-interest income.
Schedule of Assets Measured at Fair Value on a Nonrecurring Basis For assets measured at fair value on a non-recurring basis that were still held in the balance sheet at the end of the period, the following table provides the carrying value of the related individual assets or portfolios at December 31, 2024.
 
 December 31, 2024
Year Ended
December 31, 2024
Fair Value Losses
Recognized, net
(In thousands)TotalLevel 1Level 2Level 3
Individually assessed loans - foreclosure probable and collateral-dependent$119,325 $— $— $119,325 $71,462 
Other real estate owned (1)
23,116 — — 23,116 207 
Total$142,441 $— $— $142,441 $71,669 
(1)Net fair value losses recognized on other real estate owned include valuation adjustments and charge-offs during the respective period.
Schedule of Valuation Techniques and Significant Unobservable Inputs Used to Measure Both Recurring and Non Recurring
The valuation techniques and significant unobservable inputs used to measure both recurring and non-recurring Level 3 fair value measurements at December 31, 2024 were as follows:
(Dollars in thousands)Fair ValueValuation MethodologySignificant Unobservable InputRange
of Inputs
Weighted
Average
of Inputs
Impact to valuation from an increased 
or higher input value
Measured at fair value on a recurring basis:
Municipal securities$121,607 Bond pricingEquivalent ratingBBB-AA+N/AIncrease
Mortgage loans held-for-sale60,399 Discounted cash flowsDiscount rate6.61 %6.61 %Decrease
Credit discount
0% - 20%
0.69 %Decrease
Loans held-for-investment34,896 Discounted cash flowsDiscount rate
6.50% - 6.61%
6.61 %Decrease
Credit discount
0% - 39%
1.17 %Decrease
Constant prepayment rate (CPR) - current loans8.29 %8.29 %Decrease
Average life - delinquent loans (in years)
1.7 years - 11.3 years
6.1 yearsDecrease
MSRs203,788 Discounted cash flowsDiscount rate
6% - 18%
10.95 %Decrease
Constant prepayment rate (CPR)
4% - 90%
8.29 %Decrease
Cost of servicing
$70 - $200
$76 Decrease
Cost of servicing - delinquent
$200 - $1,000
$378 Decrease
Derivatives1,950 Discounted cash flowsPull-through rate
1% - 100%
82.52 %Increase
Measured at fair value on a non-recurring basis:
Individually assessed loans - foreclosure probable and collateral-dependent119,325 Appraisal valueAppraisal adjustment - cost of sale10 %10.00 %Decrease
Other real estate owned23,116 Appraisal valueAppraisal adjustment - cost of sale10 %10.00 %Decrease
Schedule of Carrying Amounts and Estimated Fair Values of Financial Instruments The table below presents the carrying amounts and estimated fair values of the Company’s financial instruments as of the dates shown:
 December 31, 2024December 31, 2023
(In thousands)Carrying
Value
Fair
Value
Carrying
Value
Fair
Value
Financial Assets:
Cash and cash equivalents$458,536 $458,536 $423,464 $423,464 
Interest-bearing deposits with banks4,409,753 4,409,753 2,084,323 2,084,323 
Available-for-sale securities4,141,482 4,141,482 3,502,915 3,502,915 
Held-to-maturity securities3,613,263 2,910,550 3,856,916 3,215,468 
Trading account securities4,072 4,072 4,707 4,707 
Equity securities with readily determinable fair value215,412 215,412 139,268 139,268 
FHLB and FRB stock, at cost281,407 281,407 205,003 205,003 
Brokerage customer receivables18,102 18,102 10,592 10,592 
Mortgage loans held-for-sale, at fair value331,261 331,261 292,722 292,722 
Loans held-for-investment, at fair value158,795 158,795 155,261 155,261 
Loans held-for-investment, at amortized cost47,896,242 47,070,249 41,976,570 41,090,010 
Nonqualified deferred compensation assets16,653 16,653 15,238 15,238 
Derivative assets200,027 200,027 275,726 275,726 
Accrued interest receivable and other563,625 563,625 477,832 477,832 
Total financial assets$62,308,630 $60,779,924 $53,420,537 $51,892,529 
Financial Liabilities:
Non-maturity deposits$43,092,318 $43,092,318 $38,772,098 $38,772,098 
Deposits with stated maturities9,420,031 9,423,976 6,625,072 6,603,746 
FHLB advances3,151,309 3,153,524 2,326,071 2,367,107 
Other borrowings534,803 534,406 645,813 643,755 
Subordinated notes298,283 286,683 437,866 413,501 
Junior subordinated debentures253,566 253,588 253,566 253,579 
Derivative liabilities241,750 241,750 267,255 267,255 
Accrued interest payable48,364 48,364 51,116 51,116 
Total financial liabilities$57,040,424 $57,034,609 $49,378,857 $49,372,157 
v3.25.0.1
Shareholders' Equity (Tables)
12 Months Ended
Dec. 31, 2024
Stockholders' Equity Note [Abstract]  
Schedule of the Company's Common and Preferred Stock
A summary of the Company’s common and preferred stock at December 31, 2024 and 2023 is as follows:
20242023
Common Stock:
Shares authorized100,000,000 100,000,000 
Shares issued66,560,182 61,268,566 
Shares outstanding66,495,227 61,243,626 
Cash dividend per share$1.80 $1.60 
Preferred Stock:
Shares authorized20,000,000 20,000,000 
Shares issued5,011,500 5,011,500 
Shares outstanding5,011,500 5,011,500 
Schedule of Components of Other Comprehensive Income (Loss)
The following tables summarize the components of other comprehensive income or loss, including the related income tax effects, and the related amount reclassified to net income for the years ended December 31, 2024, 2023 and 2022:
(In thousands)Accumulated
Unrealized
(Losses) Gains on Securities
Accumulated
Unrealized
Gains (Losses) on Derivative
Instruments
Accumulated
Foreign
Currency
Translation
Adjustments
Total
Accumulated
Other
Comprehensive
(Loss) Income
Balance at January 1, 2024$(350,697)$32,049 $(42,583)$(361,231)
Other comprehensive (loss) during the period, net of tax, before reclassifications(77,903)(96,872)(24,945)(199,720)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(915)53,596  52,681 
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(65)  (65)
Net other comprehensive loss during the period, net of tax$(78,883)$(43,276)$(24,945)$(147,104)
Balance at December 31, 2024$(429,580)$(11,227)$(67,528)$(508,335)
Balance at January 1, 2023$(386,057)$7,381 $(48,960)$(427,636)
Other comprehensive income (loss) during the period, net of tax, before reclassifications36,214 (16,334)6,377 26,257 
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(699)41,002 — 40,303 
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(155)— — (155)
Net other comprehensive income during the period, net of tax$35,360 $24,668 $6,377 $66,405 
Balance at December 31, 2023$(350,697)$32,049 $(42,583)$(361,231)
Balance at January 1, 2022$8,724 $27,111 $(31,743)$4,092 
Other comprehensive loss during the period, net of tax, before reclassifications(394,332)(17,295)(17,217)(428,844)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax(321)(2,435)— (2,756)
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax(128)— — (128)
Net other comprehensive loss during the period, net of tax$(394,781)$(19,730)$(17,217)$(431,728)
Balance at December 31, 2022$(386,057)$7,381 $(48,960)$(427,636)
Schedule of Other Comprehensive Income Reclassified from AOCI
Amount Reclassified from Accumulated Other Comprehensive Income or Loss for the Years Ended,
Details Regarding the Component of Accumulated Other Comprehensive Income or LossDecember 31,Impacted Line on the Consolidated Statements of Income
20242023
(In thousands)
Accumulated unrealized gains on available-for-sale securities
Gains included in net income$1,236 $951 Gains (losses) on investment securities, net
1,236 951 Income before taxes
Tax effect(321)(252)Income tax expense
Net of tax$915 $699 Net income
Accumulated unrealized gains (losses) on derivative instruments
Amount reclassified to interest income on loans$87,306 $74,616 Interest on loans
Amount reclassified to interest expense on deposits(14,632)(19,559)Interest on deposits
Amount reclassified to interest expense on other borrowings 789 Interest on other borrowings
(72,674)(55,846)Income before taxes
Tax effect19,078 14,844 Income tax expense
Net of tax$(53,596)$(41,002)Net income
v3.25.0.1
Segment Information (Tables)
12 Months Ended
Dec. 31, 2024
Segment Reporting [Abstract]  
Schedule of Segment Information
The following is a summary of certain operating information for reportable segments:

(In thousands)
Community
Banking
Specialty
Finance
Wealth
Management
Total Operating SegmentsIntersegment EliminationsConsolidated
2024
Interest income$3,001,500 $405,317 $30,765 $3,437,582 $40,015 $3,477,597 
Interest expense1,465,237 49,030 795 1,515,062  1,515,062 
Net interest income1,536,263 356,287 29,970 1,922,520 40,015 1,962,535 
Provision for credit losses88,345 12,702  101,047  101,047 
Non-interest income279,845 119,339 168,134 567,318 (78,993)488,325 
Non-interest expense:
Salaries364,144 61,070 38,989 464,203 1,769 465,972 
Commissions and incentive compensation130,516 36,130 48,873 215,519  215,519 
Benefits106,994 18,686 9,937 135,617  135,617 
Other segment expenses(1)
500,327 91,479 34,557 626,363 (40,747)585,616 
Total non-interest expense1,101,981 207,365 132,356 1,441,702 (38,978)1,402,724 
Income before taxes625,782 255,559 65,748 947,089  947,089 
Income tax expense167,072 69,214 15,758 252,044  252,044 
Net income$458,710 $186,345 $49,990 $695,045 $ $695,045 
Total assets at end of year$52,500,643 $11,234,012 $1,145,013 $64,879,668 $ $64,879,668 
2023
Interest income$2,462,103 $362,035 $33,867 $2,858,005 $35,109 $2,893,114 
Interest expense1,021,128 32,991 1,131 1,055,250 — 1,055,250 
Net interest income1,440,975 329,044 32,736 1,802,755 35,109 1,837,864 
Provision for credit losses104,895 9,495 — 114,390 — 114,390 
Non-interest income263,023 105,992 136,561 505,576 (71,470)434,106 
Non-interest expense:
Salaries340,993 57,024 39,129 437,146 1,666 438,812 
Commissions and incentive compensation110,986 30,395 40,720 182,101 — 182,101 
Benefits100,190 17,070 9,840 127,100 — 127,100 
Other segment expenses(1)
484,263 82,024 36,226 602,513 (38,027)564,486 
Total non-interest expense1,036,432 186,513 125,915 1,348,860 (36,361)1,312,499 
Income before taxes562,671 239,028 43,382 845,081 — 845,081 
Income tax expense 148,612 63,484 10,359 222,455 — 222,455 
Net income$414,059 $175,544 $33,023 $622,626 $— $622,626 
Total assets at end of year$44,355,786 $10,664,887 $1,239,261 $56,259,934 $— $56,259,934 
2022
Interest income$1,411,485 $266,238 $39,541 $1,717,264 $30,179 $1,747,443 
Interest expense231,287 19,557 1,237 252,081 — 252,081 
Net interest income1,180,198 246,681 38,304 1,465,183 30,179 1,495,362 
Provision for credit losses74,184 4,405 — 78,589 — 78,589 
Non-interest income298,572 97,701 124,609 520,882 (59,829)461,053 
Non-interest expense:
Salaries306,062 45,043 29,526 380,631 1,550 382,181 
Commissions and incentive compensation127,178 31,329 39,366 197,873 — 197,873 
Benefits91,875 15,812 8,366 116,053 — 116,053 
Other segment expenses(1)
401,183 80,600 30,581 512,364 (31,200)481,164 
Total non-interest expense926,298 172,784 107,839 1,206,921 (29,650)1,177,271 
Income before taxes478,288 167,193 55,074 700,555 — 700,555 
Income tax expense 128,939 46,286 15,648 190,873 — 190,873 
Net income$349,349 $120,907 $39,426 $509,682 $— $509,682 
Total assets at end of year$41,368,200 $9,826,254 $1,755,195 $52,949,649 $— $52,949,649 
(1)Other segment items include non-interest expense categories such as ‘Software & Equipment’, ‘Data processing’, ‘Advertising and Marketing’, ‘FDIC Insurance’, and ‘Occupancy’. See “Non-Interest Expense” under Management’s Discussion and Analysis of Financial Condition and Results of Operations in Item 7 of this Annual Report on Form 10-K for further discussion on non-interest expense.
v3.25.0.1
Condensed Parent Company Financial Statements (Tables)
12 Months Ended
Dec. 31, 2024
Condensed Financial Information Disclosure [Abstract]  
Schedule of Statements of Financial Condition
Statements of Financial Condition

 December 31,
(In thousands)20242023
Assets
Cash$196,969 $262,680 
Available-for-sale debt securities and equity securities with readily determinable fair value16,240 15,532 
Investment in and receivable from subsidiaries6,674,426 5,842,160 
Goodwill8,371 8,371 
Other assets371,284 364,623 
Total assets$7,267,290 $6,493,366 
Liabilities and Shareholders’ Equity
Other liabilities$171,275 $171,922 
Subordinated notes298,283 437,866 
Other borrowings199,869 230,486 
Junior subordinated debentures253,566 253,566 
Shareholders’ equity6,344,297 5,399,526 
Total liabilities and shareholders’ equity$7,267,290 $6,493,366 
Schedule of Statements of Income
Statements of Income

 Years Ended December 31,
(In thousands)202420232022
Income
Dividends and other revenue from subsidiaries$548,232 $433,784 $120,151 
Other income (losses) (1,781)1,729 (12,969)
Total income$546,451 $435,513 $107,182 
Expenses
Interest expense$49,306 $53,612 $36,522 
Salaries and employee benefits159,725 145,011 138,466 
Other expenses182,255 160,259 155,744 
Total expenses$391,286 $358,882 $330,732 
Income (loss) before income taxes and equity in undistributed income of subsidiaries$155,165 $76,631 $(223,550)
Income tax benefit79,684 72,260 70,490 
Income (loss) before equity in undistributed net income of subsidiaries$234,849 $148,891 $(153,060)
Equity in undistributed net income of subsidiaries460,196 473,735 662,742 
Net income$695,045 $622,626 $509,682 
Schedule of Statements of Cash Flows
Statements of Cash Flows
 Years Ended December 31,
(In thousands)202420232022
Operating Activities:
Net income$695,045 $622,626 $509,682 
Adjustments to reconcile net income to net cash provided by operating activities
Losses (gains) on available-for-sale debt securities and equity securities with readily determinable fair value, net913 (442)7,018 
Depreciation and amortization35,627 25,840 27,642 
Deferred income tax benefit(9,449)(6,176)(2,773)
Stock-based compensation expense16,401 14,154 13,632 
Increase in other assets(3,862)(3,978)(7,116)
Increase (decrease) in other liabilities8,802 (6,059)(6,107)
Equity in undistributed net income of subsidiaries(460,196)(473,735)(662,742)
Net Cash Provided by (Used for) Operating Activities$283,281 $172,230 $(120,764)
Investing Activities:
Capital contributions to subsidiaries, net$ $— $(69,000)
Net cash paid for acquisitions, net(38)— — 
Other investing activity, net(37,764)(25,965)(30,872)
Net Cash Used for Investing Activities$(37,802)$(25,965)$(99,872)
Financing Activities:
(Decrease) increase in other borrowings and junior subordinated debentures, net$(30,668)$(30,641)$117,381 
Repayment of subordinated note(140,000)— — 
Proceeds from the issuance of common stock, net — 285,729 
Issuance of common shares resulting from exercise of stock options and employee stock purchase plan6,694 8,309 11,233 
Dividends paid(143,280)(125,690)(108,210)
Common stock repurchases for tax withholdings related to stock-based compensation(3,936)(1,913)(304)
Net Cash (Used for) Provided by Financing Activities$(311,190)$(149,935)$305,829 
Net (Decrease) Increase in Cash and Cash Equivalents$(65,711)$(3,670)$85,193 
Cash and Cash Equivalents at Beginning of Year262,680 266,350 181,157 
Cash and Cash Equivalents at End of Year$196,969 $262,680 $266,350 
v3.25.0.1
Earnings Per Share (Tables)
12 Months Ended
Dec. 31, 2024
Earnings Per Share [Abstract]  
Schedule of Computation of Basic and Diluted Earnings Per Common Share
The following table sets forth the computation of basic and diluted earnings per common share for 2024, 2023 and 2022:
 
(In thousands, except per share data)  202420232022
Net income$695,045 $622,626 $509,682 
Less: Preferred stock dividends27,964 27,964 27,964 
Net income applicable to common shares(A)$667,081 $594,662 $481,718 
Weighted average common shares outstanding(B)63,685 61,149 59,205 
Effect of dilutive potential common shares:
Common stock equivalents
1,016 938 886 
Weighted average common shares and effect of dilutive potential common shares(C)64,701 62,087 60,091 
Net income per common share:
Basic(A/B)$10.47 $9.72 $8.14 
Diluted(A/C)10.31 9.58 8.02 
v3.25.0.1
Summary Of Significant Accounting Policies (Narrative) (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Accounting Policies [Line Items]      
Securities sold under agreements to repurchase with original maturities exceeding three months $ 0    
Other real estate owned, excluding covered other real estate owned 23,100,000 $ 13,300,000  
Bank-owned life insurance 219,500,000 160,200,000  
Allowance for loan losses and unfunded lending-related commitments losses $ 436,603,000 $ 427,265,000 $ 357,448,000
Cumulative Effect, Period of Adoption, Adjustment      
Accounting Policies [Line Items]      
Allowance for loan losses and unfunded lending-related commitments losses     $ 741,000
Land improvements      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 15 years    
Maximum      
Accounting Policies [Line Items]      
Lease term 7 years    
Intangible assets with finite lives, amortization period 20 years    
Maximum | Furniture, fixtures and equipment      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 15 years    
Maximum | Software and computer-related equipment      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 7 years    
Maximum | Buildings and improvements      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 39 years    
Minimum      
Accounting Policies [Line Items]      
Tax benefit realized on settlement 50.00%    
Minimum | Furniture, fixtures and equipment      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 2 years    
Minimum | Software and computer-related equipment      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 2 years    
Minimum | Buildings and improvements      
Accounting Policies [Line Items]      
Premises and equipment, useful lives 7 years    
v3.25.0.1
Investment Securities - Schedule of Investment Securities (Details) - USD ($)
Dec. 31, 2024
Dec. 31, 2023
Available-for-sale securities    
Amortized Cost $ 4,725,539,000 $ 3,979,814,000
Gross unrealized gains 2,071,000 3,525,000
Gross unrealized losses (586,128,000) (480,424,000)
Fair Value 4,141,482,000 3,502,915,000
Held-to-maturity securities    
Amortized Cost 3,613,720,000 3,857,263,000
Gross unrealized gains 1,066,000 3,472,000
Gross unrealized losses (704,236,000) (645,267,000)
Fair Value 2,910,550,000 3,215,468,000
Less: Allowance for credit losses (457,000) (347,000)
Held-to-maturity securities, net of allowance for credit losses 3,613,263,000 3,856,916,000
Equity securities with readily determinable fair value    
Amortized Cost 220,758,000 143,312,000
Gross unrealized gains 2,905,000 3,500,000
Gross unrealized losses (8,251,000) (7,544,000)
Fair Value 215,412,000 139,268,000
U.S. Treasury    
Available-for-sale securities    
Amortized Cost 37,858,000 6,960,000
Gross unrealized gains 49,000 8,000
Gross unrealized losses 0 0
Fair Value 37,907,000 6,968,000
U.S. government agencies    
Available-for-sale securities    
Amortized Cost 50,000,000 50,000,000
Gross unrealized gains 0 0
Gross unrealized losses (5,055,000) (4,876,000)
Fair Value 44,945,000 45,124,000
Held-to-maturity securities    
Amortized Cost 313,539,000 336,468,000
Gross unrealized gains 0 0
Gross unrealized losses (69,127,000) (67,058,000)
Fair Value 244,412,000 269,410,000
Municipal    
Available-for-sale securities    
Amortized Cost 188,405,000 144,299,000
Gross unrealized gains 528,000 657,000
Gross unrealized losses (4,340,000) (3,998,000)
Fair Value 184,593,000 140,958,000
Held-to-maturity securities    
Amortized Cost 161,016,000 172,933,000
Gross unrealized gains 243,000 565,000
Gross unrealized losses (5,290,000) (3,778,000)
Fair Value 155,969,000 169,720,000
Corporate notes    
Held-to-maturity securities    
Amortized Cost 56,851,000 57,544,000
Gross unrealized gains 8,000 7,000
Gross unrealized losses (1,870,000) (3,480,000)
Fair Value 54,989,000 54,071,000
Financial issuers    
Available-for-sale securities    
Amortized Cost 83,997,000 83,996,000
Gross unrealized gains 0 0
Gross unrealized losses (3,828,000) (8,456,000)
Fair Value 80,169,000 75,540,000
Other    
Available-for-sale securities    
Amortized Cost 1,000,000 1,000,000
Gross unrealized gains 0 0
Gross unrealized losses (7,000) (9,000)
Fair Value 993,000 991,000
Residential mortgage-backed securities    
Available-for-sale securities    
Amortized Cost 4,106,641,000 3,505,012,000
Gross unrealized gains 284,000 1,392,000
Gross unrealized losses (553,287,000) (446,784,000)
Fair Value 3,553,638,000 3,059,620,000
Held-to-maturity securities    
Amortized Cost 2,864,927,000 3,042,828,000
Gross unrealized gains 0 1,922,000
Gross unrealized losses (605,014,000) (549,265,000)
Fair Value 2,259,913,000 2,495,485,000
Commercial (multi-family) mortgage-baked securities    
Available-for-sale securities    
Amortized Cost 19,064,000 13,201,000
Gross unrealized gains 23,000 68,000
Gross unrealized losses (755,000) (289,000)
Fair Value 18,332,000 12,980,000
Held-to-maturity securities    
Amortized Cost 6,364,000 6,415,000
Gross unrealized gains 0 0
Gross unrealized losses (252,000) (184,000)
Fair Value 6,112,000 6,231,000
Collateralized mortgage obligations    
Available-for-sale securities    
Amortized Cost 238,574,000 175,346,000
Gross unrealized gains 1,187,000 1,400,000
Gross unrealized losses (18,856,000) (16,012,000)
Fair Value 220,905,000 160,734,000
Held-to-maturity securities    
Amortized Cost 211,023,000 241,075,000
Gross unrealized gains 815,000 978,000
Gross unrealized losses (22,683,000) (21,502,000)
Fair Value 189,155,000 220,551,000
Mortgage-backed securities, subprime    
Available-for-sale securities    
Fair Value $ 0 $ 0
v3.25.0.1
Investment Securities - Narrative (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
security
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Debt Securities, Available-for-sale [Line Items]      
Equity securities without readily determinable fair values $ 65,100 $ 60,000  
Upward adjustments of equity securities without readily determinable fair values 0 0  
Downward adjustments of equity securities without readily determinable fair values 0 0  
Impairment of equity securities without readily determinable fair values 3,730 688 $ 12,158
Income tax expense (benefit) 252,044 222,455 190,873
Pledged securities $ 6,900,000    
Number of securities by a single non-government sponsored issuer exceeding 10% of shareholders' equity | security 0    
Investment securities      
Debt Securities, Available-for-sale [Line Items]      
Income tax expense (benefit) $ (676,520) $ 403 $ (5,400)
v3.25.0.1
Investment Securities - Schedule of Available-for-sale Investment Securities Portfolios (Details) - USD ($)
Dec. 31, 2024
Dec. 31, 2023
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value $ 2,460,239,000 $ 381,342,000
Continuous unrealized losses existing for less than 12 months, unrealized losses (550,821,000) (1,981,000)
Continuous unrealized losses existing for greater than 12 months, fair value 1,430,683,000 2,628,705,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses (35,307,000) (478,443,000)
Total, fair value 3,890,922,000 3,010,047,000
Total, unrealized losses (586,128,000) (480,424,000)
Available-for-sale securities 4,141,482,000 3,502,915,000
U.S. government agencies    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 44,945,000 0
Continuous unrealized losses existing for less than 12 months, unrealized losses (5,055,000) 0
Continuous unrealized losses existing for greater than 12 months, fair value 0 45,124,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses 0 (4,876,000)
Total, fair value 44,945,000 45,124,000
Total, unrealized losses (5,055,000) (4,876,000)
Available-for-sale securities 44,945,000 45,124,000
Municipal    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 52,344,000 36,519,000
Continuous unrealized losses existing for less than 12 months, unrealized losses (3,536,000) (513,000)
Continuous unrealized losses existing for greater than 12 months, fair value 83,517,000 58,216,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses (804,000) (3,485,000)
Total, fair value 135,861,000 94,735,000
Total, unrealized losses (4,340,000) (3,998,000)
Available-for-sale securities 184,593,000 140,958,000
Financial issuers    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 80,169,000 0
Continuous unrealized losses existing for less than 12 months, unrealized losses (3,828,000) 0
Continuous unrealized losses existing for greater than 12 months, fair value 0 75,540,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses 0 (8,456,000)
Total, fair value 80,169,000 75,540,000
Total, unrealized losses (3,828,000) (8,456,000)
Available-for-sale securities 80,169,000 75,540,000
Other    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 993,000 991,000
Continuous unrealized losses existing for less than 12 months, unrealized losses (7,000) (9,000)
Continuous unrealized losses existing for greater than 12 months, fair value 0 0
Continuous unrealized losses existing for greater than 12 months, unrealized losses 0 0
Total, fair value 993,000 991,000
Total, unrealized losses (7,000) (9,000)
Available-for-sale securities 993,000 991,000
Residential mortgage-backed securities    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 2,212,780,000 333,879,000
Continuous unrealized losses existing for less than 12 months, unrealized losses (519,164,000) (1,170,000)
Continuous unrealized losses existing for greater than 12 months, fair value 1,327,534,000 2,374,724,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses (34,123,000) (445,614,000)
Total, fair value 3,540,314,000 2,708,603,000
Total, unrealized losses (553,287,000) (446,784,000)
Available-for-sale securities 3,553,638,000 3,059,620,000
Commercial (multi-family) mortgage-baked securities    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 3,134,000 9,953,000
Continuous unrealized losses existing for less than 12 months, unrealized losses (390,000) (289,000)
Continuous unrealized losses existing for greater than 12 months, fair value 12,204,000 0
Continuous unrealized losses existing for greater than 12 months, unrealized losses (365,000) 0
Total, fair value 15,338,000 9,953,000
Total, unrealized losses (755,000) (289,000)
Available-for-sale securities 18,332,000 12,980,000
Collateralized mortgage obligations    
Available-for-sale securities    
Continuous unrealized losses existing for less than 12 months, fair value 65,874,000 0
Continuous unrealized losses existing for less than 12 months, unrealized losses (18,841,000) 0
Continuous unrealized losses existing for greater than 12 months, fair value 7,428,000 75,101,000
Continuous unrealized losses existing for greater than 12 months, unrealized losses (15,000) (16,012,000)
Total, fair value 73,302,000 75,101,000
Total, unrealized losses (18,856,000) (16,012,000)
Available-for-sale securities 220,905,000 160,734,000
Mortgage Backed Securities, Subprime    
Available-for-sale securities    
Available-for-sale securities $ 0 $ 0
v3.25.0.1
Investment Securities - Schedule of Gross Gains and Gross Losses Realized and Impairment on Investment Securities (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Investments, Debt and Equity Securities [Abstract]      
Realized gains on investment securities $ 2,704 $ 1,136 $ 461
Realized losses on investment securities (276) (71) (22)
Net realized gains on investment securities 2,428 1,065 439
Unrealized gains on equity securities with readily determinable fair value 4,451 5,428 1,154
Unrealized losses on equity securities with readily determinable fair value (5,751) (4,280) (9,862)
Net unrealized (losses) gains on equity securities with readily determinable fair value (1,300) 1,148 (8,708)
Impairment of equity securities without readily determinable fair values (3,730) (688) (12,158)
Adjustment and impairment, net, of equity securities without readily determinable fair values (3,730) (688) (12,158)
(Losses) gains on investment securities, net (2,602) 1,525 (20,427)
Proceeds from sales of equity securities with readily determinable fair value 51,792 23,592 31,753
Proceeds from sales and capital distributions of equity securities without readily determinable fair value $ 2,226 $ 67 $ 1,330
v3.25.0.1
Investment Securities - Contractual Maturities of Investment Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Available-for-sale securities    
Due in one year or less, amortized cost $ 89,578 $ 53,162
Due in one to five years, amortized cost 157,883 132,348
Due in five to ten years, amortized cost 89,125 82,040
Due after ten years, amortized cost 24,674 18,705
Amortized Cost 4,725,539 3,979,814
Due in one year or less, fair value 89,392 52,945
Due in one to five years, fair value 153,325 123,985
Due in five to ten years, fair value 84,240 76,869
Due after ten years, fair value 21,650 15,782
Fair Value 4,141,482 3,502,915
Held-to-maturity securities    
Held-to-maturity securities, due in one year or less, amortized cost 18,929 5,169
Held-to-maturity securities, due in one to five years, amortized cost 110,897 109,602
Held-to-maturity securities, due in five to ten years, amortized cost 71,846 99,700
Held-to-maturity securities, due after ten years, amortized cost 329,734 352,474
Amortized Cost 3,613,720 3,857,263
Less: Allowance for credit losses (457) (347)
Held-to-maturity securities, net of allowance for credit losses 3,613,263 3,856,916
Held-to-maturity securities, due in one year or less, fair value 18,658 5,142
Held-to-maturity securities, due in one to five years, fair value 108,056 105,835
Held-to-maturity securities, due in five to ten years, fair value 70,277 98,718
Held-to-maturity securities, due after ten years, fair value 258,379 283,506
Fair Value 2,910,550 3,215,468
Mortgage-backed    
Available-for-sale securities    
Mortgage-backed, without single maturity date, amortized cost 4,364,279 3,693,559
Mortgage-backed, without single maturity date, fair value 3,792,875 3,233,334
Held-to-maturity securities    
Mortgage-backed, amortized cost 3,082,314 3,290,318
Mortgage-backed, fair value $ 2,455,180 $ 2,722,267
v3.25.0.1
Loans - Schedule of Loan Portfolio (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Loans [Line Items]    
Total loans, net of unearned income $ 48,055,037 $ 42,131,831
Total loans, net of unearned income, percentage 100.00% 100.00%
Commercial    
Loans [Line Items]    
Total loans, net of unearned income $ 15,574,551 $ 12,832,053
Total loans, net of unearned income, percentage 32.00% 30.00%
Commercial real estate    
Loans [Line Items]    
Total loans, net of unearned income $ 12,903,944 $ 11,344,164
Total loans, net of unearned income, percentage 27.00% 27.00%
Home equity    
Loans [Line Items]    
Total loans, net of unearned income $ 445,028 $ 343,976
Total loans, net of unearned income, percentage 1.00% 1.00%
Residential real estate    
Loans [Line Items]    
Total loans, net of unearned income $ 3,612,765 $ 2,769,666
Total loans, net of unearned income, percentage 8.00% 7.00%
Premium finance receivables | Premium finance receivables—property & casualty    
Loans [Line Items]    
Total loans, net of unearned income $ 7,272,042 $ 6,903,529
Total loans, net of unearned income, percentage 15.00% 16.00%
Premium finance receivables | Premium finance receivables—life insurance    
Loans [Line Items]    
Total loans, net of unearned income $ 8,147,145 $ 7,877,943
Total loans, net of unearned income, percentage 17.00% 19.00%
Consumer and other    
Loans [Line Items]    
Total loans, net of unearned income $ 99,562 $ 60,500
Total loans, net of unearned income, percentage 0.00% 0.00%
v3.25.0.1
Loans - Narrative (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Loans [Line Items]    
Net deferred loan fees and costs and fair value purchase accounting adjustments $ 78,200 $ 84,200
Outstanding borrowings from FHLB 3,151,309 2,326,071
Federal Agency Borrowings    
Loans [Line Items]    
Loans pledged as collateral 23,700,000 21,100,000
Federal Home Loan Bank Advances    
Loans [Line Items]    
Loans pledged as collateral 15,100,000  
Federal Reserve Bank Advances    
Loans [Line Items]    
Loans pledged as collateral 8,600,000  
Premium finance receivables    
Loans [Line Items]    
Unearned income portions of premium finance receivables $ 267,700 $ 285,400
v3.25.0.1
Loans - Schedule of Financing Receivable, Purchased with Credit Deterioration (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]  
Allowance for credit losses $ (3,004)
Macatawa Bank Corporation  
Accounts, Notes, Loans and Financing Receivable [Line Items]  
Contractually required payments (unpaid principal balance) 169,472
Allowance for credit losses (3,004)
Discount, net of any premium (4,529)
Purchase price of PCD loans acquired $ 161,939
v3.25.0.1
Allowance for Credit Losses - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Allowance for Credit Loss [Line Items]    
Accrued interest related to financial assets held at amortized cost $ 332,800 $ 304,500
Financial Asset, Amortized Cost, Accrued Interest, after Allowance for Credit Loss, Statement of Financial Position [Extensible Enumeration] Interest Receivable and Other Assets Interest Receivable and Other Assets
Nonaccrual loans with no related allowance for credit losses $ 33,800  
Provision for credit losses 100,900 $ 114,531
Loan net charge-offs 94,400  
Provision (reversal) for credit losses 110 (141)
Foreclosed residential real estate properties 0  
Commitments to lend 20,900 53,700
Financing Receivable | Residential Real Estate    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Recorded investment, foreclosure proceedings in process $ 38,200 53,300
Commercial real estate    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Provision for credit losses   $ 52,913
v3.25.0.1
Allowance for Credit Losses - Schedule of Aging of the Company's Loan Portfolio (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Past Due [Line Items]    
Nonaccrual $ 154,641 $ 118,743
Loans, net of unearned income 48,055,037 42,131,831
Early buy-out loans guaranteed by U.S. government agencies    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 0 0
Loans, net of unearned income 156,756 150,583
Commercial    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 73,490 38,940
Loans, net of unearned income 15,574,551 12,832,053
Commercial real estate    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 12,903,944 11,344,164
Commercial real estate | Construction and development    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 2,282 2,205
Loans, net of unearned income 2,434,081 2,084,041
Commercial real estate | Non-construction    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 18,760 33,254
Loans, net of unearned income 10,469,863 9,260,123
Home equity    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 1,117 1,341
Loans, net of unearned income 445,028 343,976
Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 3,612,765 2,769,666
Residential real estate loans, excluding early buy-out loans | Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 23,762 15,391
Loans, net of unearned income 3,456,009 2,619,083
Premium finance receivables | Property & casualty insurance loans    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 28,797 27,590
Loans, net of unearned income 7,272,042 6,903,529
Premium finance receivables | Life insurance loans    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 6,431 0
Loans, net of unearned income 8,147,145 7,877,943
Consumer and other    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 2 22
Loans, net of unearned income 99,562 60,500
Total loans, net of unearned income, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Nonaccrual 154,641 118,743
Loans, net of unearned income 47,898,281 41,981,248
90+ days and still accruing    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 50,134 77,975
90+ days and still accruing | Early buy-out loans guaranteed by U.S. government agencies    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 33,952 57,688
90+ days and still accruing | Commercial    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 104 98
90+ days and still accruing | Commercial real estate | Construction and development    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 0 0
90+ days and still accruing | Commercial real estate | Non-construction    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 0 0
90+ days and still accruing | Home equity    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 0 0
90+ days and still accruing | Residential real estate loans, excluding early buy-out loans | Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 0 0
90+ days and still accruing | Premium finance receivables | Property & casualty insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 16,031 20,135
90+ days and still accruing | Premium finance receivables | Life insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 0 0
90+ days and still accruing | Consumer and other    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 47 54
90+ days and still accruing | Total loans, net of unearned income, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 16,182 20,287
60-89 days past due    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 164,988 70,107
60-89 days past due | Early buy-out loans guaranteed by U.S. government agencies    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 618 250
60-89 days past due | Commercial    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 54,844 19,488
60-89 days past due | Commercial real estate | Construction and development    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 1,339 251
60-89 days past due | Commercial real estate | Non-construction    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 9,182 8,264
60-89 days past due | Home equity    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 1,233 62
60-89 days past due | Residential real estate loans, excluding early buy-out loans | Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 5,708 2,325
60-89 days past due | Premium finance receivables | Property & casualty insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 19,042 23,236
60-89 days past due | Premium finance receivables | Life insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 72,963 16,206
60-89 days past due | Consumer and other    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 59 25
60-89 days past due | Total loans, net of unearned income, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 164,370 69,857
30-59 days past due    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 252,223 227,976
30-59 days past due | Early buy-out loans guaranteed by U.S. government agencies    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 2,335 328
30-59 days past due | Commercial    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 92,551 85,743
30-59 days past due | Commercial real estate | Construction and development    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 4,634 1,343
30-59 days past due | Commercial real estate | Non-construction    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 26,132 19,291
30-59 days past due | Home equity    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 2,148 2,263
30-59 days past due | Residential real estate loans, excluding early buy-out loans | Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 18,917 22,942
30-59 days past due | Premium finance receivables | Property & casualty insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 68,219 50,437
30-59 days past due | Premium finance receivables | Life insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 36,405 45,464
30-59 days past due | Consumer and other    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 882 165
30-59 days past due | Total loans, net of unearned income, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 249,888 227,648
Current    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 47,433,051 41,637,030
Current | Early buy-out loans guaranteed by U.S. government agencies    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 119,851 92,317
Current | Commercial    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 15,353,562 12,687,784
Current | Commercial real estate | Construction and development    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 2,425,826 2,080,242
Current | Commercial real estate | Non-construction    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 10,415,789 9,199,314
Current | Home equity    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 440,530 340,310
Current | Residential real estate loans, excluding early buy-out loans | Residential real estate loans, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 3,407,622 2,578,425
Current | Premium finance receivables | Property & casualty insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 7,139,953 6,782,131
Current | Premium finance receivables | Life insurance loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 8,031,346 7,816,273
Current | Consumer and other    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income 98,572 60,234
Current | Total loans, net of unearned income, excluding early buy-out loans    
Financing Receivable, Past Due [Line Items]    
Loans, net of unearned income $ 47,313,200 $ 41,544,713
v3.25.0.1
Allowance for Credit Losses - Schedule of Loan Portfolio by Credit Quality Indicator (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2024
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 $ 14,662,357 $ 14,662,357  
2023 11,782,648 11,782,648  
2022 5,420,289 5,420,289  
2021 3,755,735 3,755,735  
2020 1,705,401 1,705,401  
Prior 4,620,854 4,620,854  
Revolving 6,080,576 6,080,576  
Revolving to Term 27,177 27,177  
Total Loans 48,055,037 48,055,037 $ 42,131,831
Gross write offs      
2024 13,839 22,062  
2023 1,722 32,707  
2022 1,810 7,607  
2021 702 20,796  
2020 403 2,609  
Prior 1,255 23,565  
Revolving 0 0  
Revolving to Term 0 0  
Total loans 19,731 109,346 53,812
Commercial, industrial and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 3,380,893 3,380,893  
2023 2,333,038 2,333,038  
2022 1,722,417 1,722,417  
2021 1,253,495 1,253,495  
2020 445,250 445,250  
Prior 1,057,804 1,057,804  
Revolving 5,362,747 5,362,747  
Revolving to Term 18,907 18,907  
Total Loans 15,574,551 15,574,551  
Construction and development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 342,474 342,474  
2023 618,103 618,103  
2022 1,002,537 1,002,537  
2021 217,903 217,903  
2020 36,780 36,780  
Prior 197,206 197,206  
Revolving 19,078 19,078  
Revolving to Term 0 0  
Total Loans 2,434,081 2,434,081  
Non-construction      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,469,706 1,469,706  
2023 1,500,216 1,500,216  
2022 1,856,688 1,856,688  
2021 1,503,201 1,503,201  
2020 1,012,188 1,012,188  
Prior 2,907,765 2,907,765  
Revolving 218,565 218,565  
Revolving to Term 1,534 1,534  
Total Loans 10,469,863 10,469,863  
Home equity      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 70 70  
2023 155 155  
2022 968 968  
2021 211 211  
2020 288 288  
Prior 15,555 15,555  
Revolving 421,045 421,045  
Revolving to Term 6,736 6,736  
Total Loans 445,028 445,028 343,976
Gross write offs      
Total loans   74 227
Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 871,396 871,396  
2023 510,925 510,925  
2022 832,694 832,694  
2021 775,562 775,562  
2020 210,824 210,824  
Prior 411,364 411,364  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 3,612,765 3,612,765 2,769,666
Gross write offs      
Total loans   175 192
Premium finance receivables - property & casualty      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 7,234,578 7,234,578  
2023 32,849 32,849  
2022 60 60  
2021 4,554 4,554  
2020 1 1  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 7,272,042 7,272,042  
Premium finance receivables - life      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,358,796 1,358,796  
2023 6,784,214 6,784,214  
2022 4,135 4,135  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 8,147,145 8,147,145  
Consumer and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 4,444 4,444  
2023 3,148 3,148  
2022 790 790  
2021 809 809  
2020 70 70  
Prior 31,160 31,160  
Revolving 59,141 59,141  
Revolving to Term 0 0  
Total Loans 99,562 99,562 60,500
Gross write offs      
Total loans   587 $ 595
Pass      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 14,491,635 14,491,635  
2023 11,626,015 11,626,015  
2022 5,237,726 5,237,726  
2021 3,541,635 3,541,635  
2020 1,640,976 1,640,976  
Prior 4,275,588 4,275,588  
Revolving 5,817,284 5,817,284  
Revolving to Term 23,376 23,376  
Total Loans 46,654,235 46,654,235  
Pass | Commercial, industrial and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 3,361,218 3,361,218  
2023 2,217,568 2,217,568  
2022 1,628,315 1,628,315  
2021 1,139,059 1,139,059  
2020 424,974 424,974  
Prior 1,035,390 1,035,390  
Revolving 5,111,527 5,111,527  
Revolving to Term 15,821 15,821  
Total Loans 14,933,872 14,933,872  
Pass | Construction and development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 342,474 342,474  
2023 616,252 616,252  
2022 983,538 983,538  
2021 216,737 216,737  
2020 32,972 32,972  
Prior 139,706 139,706  
Revolving 15,388 15,388  
Revolving to Term 0 0  
Total Loans 2,347,067 2,347,067  
Pass | Non-construction      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,466,041 1,466,041  
2023 1,481,826 1,481,826  
2022 1,809,592 1,809,592  
2021 1,417,473 1,417,473  
2020 978,442 978,442  
Prior 2,812,243 2,812,243  
Revolving 216,231 216,231  
Revolving to Term 1,534 1,534  
Total Loans 10,183,382 10,183,382  
Pass | Home equity      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 70 70  
2023 43 43  
2022 110 110  
2021 22 22  
2020 189 189  
Prior 6,988 6,988  
Revolving 415,011 415,011  
Revolving to Term 6,021 6,021  
Total Loans 428,454 428,454  
Pass | Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 870,033 870,033  
2023 498,330 498,330  
2022 811,336 811,336  
2021 762,997 762,997  
2020 204,328 204,328  
Prior 250,196 250,196  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 3,397,220 3,397,220  
Pass | Premium finance receivables - property & casualty      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 7,095,026 7,095,026  
2023 25,834 25,834  
2022 0 0  
2021 4,542 4,542  
2020 1 1  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 7,125,403 7,125,403  
Pass | Premium finance receivables - life      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,352,365 1,352,365  
2023 6,783,031 6,783,031  
2022 4,135 4,135  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 8,139,531 8,139,531  
Pass | Consumer and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 4,408 4,408  
2023 3,131 3,131  
2022 700 700  
2021 805 805  
2020 70 70  
Prior 31,065 31,065  
Revolving 59,127 59,127  
Revolving to Term 0 0  
Total Loans 99,306 99,306  
Special mention      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 130,595 130,595  
2023 107,337 107,337  
2022 57,228 57,228  
2021 141,312 141,312  
2020 16,501 16,501  
Prior 54,844 54,844  
Revolving 154,949 154,949  
Revolving to Term 2,236 2,236  
Total Loans 665,002 665,002  
Special mention | Commercial, industrial and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 11,611 11,611  
2023 86,527 86,527  
2022 34,790 34,790  
2021 78,699 78,699  
2020 12,529 12,529  
Prior 5,372 5,372  
Revolving 143,428 143,428  
Revolving to Term 1,691 1,691  
Total Loans 374,647 374,647  
Special mention | Construction and development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 845 845  
2022 0 0  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 3,690 3,690  
Revolving to Term 0 0  
Total Loans 4,535 4,535  
Special mention | Non-construction      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 3,509 3,509  
2023 15,212 15,212  
2022 16,310 16,310  
2021 59,130 59,130  
2020 3,293 3,293  
Prior 37,032 37,032  
Revolving 2,334 2,334  
Revolving to Term 0 0  
Total Loans 136,820 136,820  
Special mention | Home equity      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 97 97  
2022 276 276  
2021 60 60  
2020 42 42  
Prior 3,472 3,472  
Revolving 5,492 5,492  
Revolving to Term 545 545  
Total Loans 9,984 9,984  
Special mention | Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,046 1,046  
2023 2,558 2,558  
2022 5,821 5,821  
2021 3,420 3,420  
2020 637 637  
Prior 8,898 8,898  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 22,380 22,380  
Special mention | Premium finance receivables - property & casualty      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 114,401 114,401  
2023 902 902  
2022 26 26  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 115,329 115,329  
Special mention | Premium finance receivables - life      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 1,183 1,183  
2022 0 0  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 1,183 1,183  
Special mention | Consumer and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 28 28  
2023 13 13  
2022 5 5  
2021 3 3  
2020 0 0  
Prior 70 70  
Revolving 5 5  
Revolving to Term 0 0  
Total Loans 124 124  
Substandard accrual      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 9,825 9,825  
2023 27,726 27,726  
2022 96,797 96,797  
2021 47,666 47,666  
2020 39,442 39,442  
Prior 116,268 116,268  
Revolving 85,520 85,520  
Revolving to Term 1,159 1,159  
Total Loans 424,403 424,403  
Substandard accrual | Commercial, industrial and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 7,561 7,561  
2023 23,119 23,119  
2022 40,548 40,548  
2021 19,924 19,924  
2020 6,000 6,000  
Prior 9,346 9,346  
Revolving 84,969 84,969  
Revolving to Term 1,075 1,075  
Total Loans 192,542 192,542  
Substandard accrual | Construction and development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 755 755  
2022 18,999 18,999  
2021 1,166 1,166  
2020 1,777 1,777  
Prior 57,500 57,500  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 80,197 80,197  
Substandard accrual | Non-construction      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 156 156  
2023 2,691 2,691  
2022 30,333 30,333  
2021 26,041 26,041  
2020 30,453 30,453  
Prior 41,227 41,227  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 130,901 130,901  
Substandard accrual | Home equity      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 15 15  
2022 197 197  
2021 0 0  
2020 57 57  
Prior 4,578 4,578  
Revolving 542 542  
Revolving to Term 84 84  
Total Loans 5,473 5,473  
Substandard accrual | Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 162 162  
2023 572 572  
2022 6,634 6,634  
2021 532 532  
2020 1,155 1,155  
Prior 3,592 3,592  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 12,647 12,647  
Substandard accrual | Premium finance receivables - property & casualty      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 1,938 1,938  
2023 571 571  
2022 1 1  
2021 3 3  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 2,513 2,513  
Substandard accrual | Premium finance receivables - life      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 0 0  
2022 0 0  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 0 0  
Substandard accrual | Consumer and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 8 8  
2023 3 3  
2022 85 85  
2021 0 0  
2020 0 0  
Prior 25 25  
Revolving 9 9  
Revolving to Term 0 0  
Total Loans 130 130  
Substandard nonaccrual/doubtful      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 30,302 30,302  
2023 17,149 17,149  
2022 25,121 25,121  
2021 21,415 21,415  
2020 4,406 4,406  
Prior 33,019 33,019  
Revolving 22,823 22,823  
Revolving to Term 406 406  
Total Loans 154,641 154,641  
Substandard nonaccrual/doubtful | Commercial, industrial and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 503 503  
2023 5,824 5,824  
2022 18,764 18,764  
2021 15,813 15,813  
2020 1,747 1,747  
Prior 7,696 7,696  
Revolving 22,823 22,823  
Revolving to Term 320 320  
Total Loans 73,490 73,490  
Substandard nonaccrual/doubtful | Construction and development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 251 251  
2022 0 0  
2021 0 0  
2020 2,031 2,031  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 2,282 2,282  
Substandard nonaccrual/doubtful | Non-construction      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 487 487  
2022 453 453  
2021 557 557  
2020 0 0  
Prior 17,263 17,263  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 18,760 18,760  
Substandard nonaccrual/doubtful | Home equity      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 0 0  
2022 385 385  
2021 129 129  
2020 0 0  
Prior 517 517  
Revolving 0 0  
Revolving to Term 86 86  
Total Loans 1,117 1,117  
Substandard nonaccrual/doubtful | Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 155 155  
2023 5,044 5,044  
2022 5,486 5,486  
2021 4,906 4,906  
2020 628 628  
Prior 7,543 7,543  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 23,762 23,762  
Substandard nonaccrual/doubtful | Premium finance receivables - property & casualty      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 23,213 23,213  
2023 5,542 5,542  
2022 33 33  
2021 9 9  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 28,797 28,797  
Substandard nonaccrual/doubtful | Premium finance receivables - life      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 6,431 6,431  
2023 0 0  
2022 0 0  
2021 0 0  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 6,431 6,431  
Substandard nonaccrual/doubtful | Consumer and other      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 1 1  
2022 0 0  
2021 1 1  
2020 0 0  
Prior 0 0  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 2 2  
Early buy-out loans guaranteed by U.S. government agencies      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 4,421 4,421  
2022 3,417 3,417  
2021 3,707 3,707  
2020 4,076 4,076  
Prior 141,135 141,135  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans 156,756 156,756  
Early buy-out loans guaranteed by U.S. government agencies | Residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 0 0  
2023 4,421 4,421  
2022 3,417 3,417  
2021 3,707 3,707  
2020 4,076 4,076  
Prior 141,135 141,135  
Revolving 0 0  
Revolving to Term 0 0  
Total Loans $ 156,756 $ 156,756  
v3.25.0.1
Allowance for Credit Losses - Schedule of Held-to-Maturity Debt Securities by Credit Quality Indicator (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
Amortized Cost $ 3,613,720 $ 3,857,263
Less: Allowance for credit losses (457) (347)
Held-to-maturity securities, net of allowance for credit losses 3,613,263 3,856,916
U.S. government agencies    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 135,000  
2021 147,820  
2020 25,000  
Prior 5,719  
Amortized Cost 313,539 336,468
U.S. government agencies | 1-4 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 135,000  
2021 147,820  
2020 25,000  
Prior 5,719  
Amortized Cost 313,539  
U.S. government agencies | 5-7 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
U.S. government agencies | 8-10 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
Municipal    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 4,176  
2022 1,033  
2021 6,815  
2020 258  
Prior 148,734  
Amortized Cost 161,016 $ 172,933
Municipal | 1-4 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 4,176  
2022 1,033  
2021 6,815  
2020 258  
Prior 146,610  
Amortized Cost 158,892  
Municipal | 5-7 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 2,124  
Amortized Cost 2,124  
Municipal | 8-10 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
Mortgage-backed securities    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 333,577  
2022 532,079  
2021 2,216,658  
2020 0  
Prior 0  
Amortized Cost 3,082,314  
Mortgage-backed securities | 1-4 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 333,577  
2022 532,079  
2021 2,216,658  
2020 0  
Prior 0  
Amortized Cost 3,082,314  
Mortgage-backed securities | 5-7 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
Mortgage-backed securities | 8-10 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
Corporate notes    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 14,969  
2021 0  
2020 6,004  
Prior 35,878  
Amortized Cost 56,851  
Corporate notes | 1-4 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 14,969  
2021 0  
2020 6,004  
Prior 35,878  
Amortized Cost 56,851  
Corporate notes | 5-7 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost 0  
Corporate notes | 8-10 internal grade    
Debt Securities, Held-to-maturity, Credit Quality Indicator [Line Items]    
2024 0  
2023 0  
2022 0  
2021 0  
2020 0  
Prior 0  
Amortized Cost $ 0  
v3.25.0.1
Allowance for Credit Losses - Schedule of Allowance for Credit Losses (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Financing Receivable, Allowance for Credit Loss [Line Items]      
Allowance for loan losses and unfunded lending-related commitments losses $ 436,603 $ 427,265 $ 357,448
Allowance for held-to-maturity securities losses 457 347  
Allowance for credit losses 437,060 427,612  
Loans      
Financing Receivable, Allowance for Credit Loss [Line Items]      
Allowance for loan losses and unfunded lending-related commitments losses 364,017 344,235  
Unfunded lending-related commitments      
Financing Receivable, Allowance for Credit Loss [Line Items]      
Allowance for loan losses and unfunded lending-related commitments losses 72,586 83,030  
Loans and unfunded lending-related commitments      
Financing Receivable, Allowance for Credit Loss [Line Items]      
Allowance for loan losses and unfunded lending-related commitments losses $ 436,603 $ 427,265  
v3.25.0.1
Allowance for Credit Losses - Schedule of Activity in the Allowance for Credit Losses by Loan Portfolio (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   $ 427,265 $ 357,448  
Other adjustments   (207) 47  
Charge-offs $ (19,731) (109,346) (53,812)  
Recoveries   14,950 8,310  
Provision for credit losses - other   85,390    
Provision for credit losses   100,900 114,531  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   15,547    
Initial allowance for credit losses recognized on PCD assets acquired during the period   3,004    
Allowance for credit losses at period end 436,603 436,603 427,265 $ 357,448
Accounting Standards Update [Extensible Enumeration]       Accounting Standards Update 2022-02
Individually evaluated for impairment 34,757 34,757 20,885  
Collectively evaluated for impairment 401,846 401,846 406,380  
Individually evaluated for impairment 119,325 119,325 91,153  
Collectively evaluated for impairment 47,776,917 47,776,917 41,885,417  
Loans held-for-investment 158,795 158,795 155,261  
Accounting Standards Update 2022-02        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Accounting Standards Update [Extensible Enumeration]       Accounting Standards Update 2022-02
Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     741  
Allowance for credit losses at period end       $ 741
Commercial        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   169,604 142,769  
Other adjustments   0 0  
Charge-offs   (48,864) (15,713)  
Recoveries   2,853 2,651  
Provision for credit losses - other   47,439    
Provision for credit losses     39,786  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   2,967    
Initial allowance for credit losses recognized on PCD assets acquired during the period   1,838    
Allowance for credit losses at period end 175,837 175,837 169,604 142,769
Individually evaluated for impairment 27,894 27,894 17,589  
Collectively evaluated for impairment 147,943 147,943 152,015  
Individually evaluated for impairment 73,490 73,490 38,940  
Collectively evaluated for impairment 15,501,061 15,501,061 12,793,113  
Loans held-for-investment 0 0 0  
Commercial | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     111  
Allowance for credit losses at period end       111
Commercial Real Estate        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   223,853 184,352  
Other adjustments   0 0  
Charge-offs   (22,127) (15,228)  
Recoveries   323 460  
Provision for credit losses - other   9,164    
Provision for credit losses     52,913  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   10,540    
Initial allowance for credit losses recognized on PCD assets acquired during the period   1,103    
Allowance for credit losses at period end 222,856 222,856 223,853 184,352
Individually evaluated for impairment 6,768 6,768 3,150  
Collectively evaluated for impairment 216,088 216,088 220,703  
Individually evaluated for impairment 21,042 21,042 35,459  
Collectively evaluated for impairment 12,882,902 12,882,902 11,308,705  
Loans held-for-investment 0 0 0  
Commercial Real Estate | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     1,356  
Allowance for credit losses at period end       1,356
Home Equity        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   7,116 7,573  
Other adjustments   0 0  
Charge-offs   (74) (227)  
Recoveries   359 139  
Provision for credit losses - other   196    
Provision for credit losses     (336)  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   1,344    
Initial allowance for credit losses recognized on PCD assets acquired during the period   2    
Allowance for credit losses at period end 8,943 8,943 7,116 7,573
Individually evaluated for impairment 50 50 0  
Collectively evaluated for impairment 8,893 8,893 7,116  
Individually evaluated for impairment 1,117 1,117 1,341  
Collectively evaluated for impairment 443,911 443,911 342,635  
Loans held-for-investment 0 0 0  
Home Equity | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     (33)  
Allowance for credit losses at period end       (33)
Residential Real Estate        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   13,133 11,585  
Other adjustments   0 0  
Charge-offs   (175) (192)  
Recoveries   15 21  
Provision for credit losses - other   (3,337)    
Provision for credit losses     2,411  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   638    
Initial allowance for credit losses recognized on PCD assets acquired during the period   61    
Allowance for credit losses at period end 10,335 10,335 13,133 11,585
Individually evaluated for impairment 44 44 135  
Collectively evaluated for impairment 10,291 10,291 12,998  
Individually evaluated for impairment 23,674 23,674 15,391  
Collectively evaluated for impairment 3,430,296 3,430,296 2,599,014  
Loans held-for-investment 158,795 158,795 155,261  
Residential Real Estate | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     (692)  
Allowance for credit losses at period end       (692)
Premium Finance Receivable        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   13,069 10,671  
Other adjustments   (207) 47  
Charge-offs   (37,519) (21,857)  
Recoveries   11,313 4,946  
Provision for credit losses - other   31,164    
Provision for credit losses     19,262  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   0    
Initial allowance for credit losses recognized on PCD assets acquired during the period   0    
Allowance for credit losses at period end 17,820 17,820 13,069 10,671
Individually evaluated for impairment 0 0 0  
Collectively evaluated for impairment 17,820 17,820 13,069  
Individually evaluated for impairment 0 0 0  
Collectively evaluated for impairment 15,419,187 15,419,187 14,781,472  
Loans held-for-investment 0 0 0  
Premium Finance Receivable | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     0  
Allowance for credit losses at period end       0
Consumer and other        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period   490 498  
Other adjustments   0 0  
Charge-offs   (587) (595)  
Recoveries   87 93  
Provision for credit losses - other   764    
Provision for credit losses     495  
Provision for credit losses - Day 1 on non-PCD assets acquired during the period   58    
Initial allowance for credit losses recognized on PCD assets acquired during the period   0    
Allowance for credit losses at period end 812 812 490 498
Individually evaluated for impairment 1 1 11  
Collectively evaluated for impairment 811 811 479  
Individually evaluated for impairment 2 2 22  
Collectively evaluated for impairment 99,560 99,560 60,478  
Loans held-for-investment $ 0 $ 0 0  
Consumer and other | Cumulative Effect, Period of Adoption, Adjustment        
Financing Receivable, Allowance for Credit Loss [Roll Forward]        
Allowance for credit losses at beginning of period     $ (1)  
Allowance for credit losses at period end       $ (1)
v3.25.0.1
Allowance for Credit Losses - Schedule of Modification of Loans (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 14,523 $ 53,651
Percentage of Total Class of Loan 0.00% 0.10%
Duration of Extension of Term (months)   28 months
Duration of Delay in Contractual Payments (months) 34 months  
Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 10,892 $ 5,636
Duration of Extension of Term (months) 9 months  
Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 1,278 $ 1,471
Reduction of Interest Rate (bps) 0.74% 1.98%
Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 81 $ 38,379
Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,935 $ 8,165
Payment Deferral, Year-to-Date (YTD)    
Financing Receivables, Modifications [Line Items]    
Duration of Delay in Contractual Payments (months)   16 months
Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 337  
Commercial | Commercial, industrial and other    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 11,531 $ 41,223
Percentage of Total Class of Loan 0.10% 0.30%
Duration of Delay in Contractual Payments (months) 34 months  
Commercial | Commercial, industrial and other | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 9,516 $ 3,367
Duration of Extension of Term (months) 10 months 15 months
Commercial | Commercial, industrial and other | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 9 $ 314
Reduction of Interest Rate (bps) 0.80% 1.14%
Commercial | Commercial, industrial and other | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 81 $ 37,069
Commercial | Commercial, industrial and other | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,908 $ 473
Commercial | Commercial, industrial and other | Payment Deferral, Year-to-Date (YTD)    
Financing Receivables, Modifications [Line Items]    
Duration of Delay in Contractual Payments (months)   16 months
Commercial | Commercial, industrial and other | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 17  
Commercial real estate | Construction and development    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 701 $ 2,504
Percentage of Total Class of Loan 0.00% 0.10%
Duration of Extension of Term (months)   12 months
Commercial real estate | Construction and development | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 701 $ 0
Duration of Extension of Term (months) 13 months  
Commercial real estate | Construction and development | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Reduction of Interest Rate (bps) 0.00% 1.50%
Duration of Delay in Contractual Payments (months) 0 years 0 years
Commercial real estate | Construction and development | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Commercial real estate | Construction and development | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 2,504
Commercial real estate | Construction and development | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Commercial real estate | Non-construction    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 813 $ 6,980
Percentage of Total Class of Loan 0.00% 0.10%
Duration of Extension of Term (months)   40 months
Duration of Delay in Contractual Payments (months)   101 months
Commercial real estate | Non-construction | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 493 $ 467
Duration of Extension of Term (months) 8 months  
Commercial real estate | Non-construction | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 827
Reduction of Interest Rate (bps) 0.00% 2.32%
Duration of Delay in Contractual Payments (months) 0 years  
Commercial real estate | Non-construction | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 1,310
Commercial real estate | Non-construction | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 4,376
Commercial real estate | Non-construction | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 320  
Home equity    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 86 $ 702
Percentage of Total Class of Loan 0.00% 0.20%
Duration of Extension of Term (months)   21 months
Home equity | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 86 $ 203
Duration of Extension of Term (months) 12 months  
Home equity | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Reduction of Interest Rate (bps) 0.00% 1.37%
Duration of Delay in Contractual Payments (months) 0 years 0 years
Home equity | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Home equity | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 499
Home equity | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Residential Real Estate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 166 $ 2,113
Percentage of Total Class of Loan 0.00% 0.10%
Duration of Extension of Term (months)   54 months
Residential Real Estate | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 1,537
Residential Real Estate | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 166 $ 271
Duration of Extension of Term (months) 0 years  
Reduction of Interest Rate (bps) 2.01% 2.84%
Duration of Delay in Contractual Payments (months) 0 years 0 years
Residential Real Estate | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Residential Real Estate | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 305
Residential Real Estate | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Premium finance receivables | Property & casualty insurance loans    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 1,226 $ 129
Percentage of Total Class of Loan 0.00% 0.00%
Duration of Extension of Term (months)   1 month
Premium finance receivables | Property & casualty insurance loans | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 96 $ 62
Premium finance receivables | Property & casualty insurance loans | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 1,103 $ 59
Duration of Extension of Term (months) 0 years  
Reduction of Interest Rate (bps) 0.37% 0.50%
Duration of Delay in Contractual Payments (months) 0 years 0 years
Premium finance receivables | Property & casualty insurance loans | Delay in Contractual Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0 $ 0
Premium finance receivables | Property & casualty insurance loans | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 27 $ 8
Premium finance receivables | Property & casualty insurance loans | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 0  
v3.25.0.1
Allowance for Credit Losses - Schedule of Loans for Borrowers Experiencing Financial Difficulties Modified (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 14,523 $ 53,651
Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 81 38,379
Post-modification loan balances, payments in default 1,688 27,815
Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 10,892 5,636
Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,278 1,471
Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 337  
Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,935 8,165
Commercial | Commercial, industrial and other    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 11,531 41,223
Commercial | Commercial, industrial and other | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 81 37,069
Post-modification loan balances, payments in default 995 19,361
Commercial | Commercial, industrial and other | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 9,516 3,367
Commercial | Commercial, industrial and other | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 9 314
Commercial | Commercial, industrial and other | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 17  
Commercial | Commercial, industrial and other | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,908 473
Commercial real estate | Construction and development    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 701 2,504
Commercial real estate | Construction and development | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Post-modification loan balances, payments in default 0 2,504
Commercial real estate | Construction and development | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 701 0
Commercial real estate | Construction and development | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Commercial real estate | Construction and development | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Commercial real estate | Construction and development | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 2,504
Commercial real estate | Non-construction    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 813 6,980
Commercial real estate | Non-construction | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 1,310
Post-modification loan balances, payments in default 319 4,851
Commercial real estate | Non-construction | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 493 467
Commercial real estate | Non-construction | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 827
Commercial real estate | Non-construction | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 320  
Commercial real estate | Non-construction | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 4,376
Home equity    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 86 702
Home equity | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Post-modification loan balances, payments in default 86 203
Home equity | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 86 203
Home equity | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Home equity | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Home equity | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 499
Residential Real Estate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 166 2,113
Residential Real Estate | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Post-modification loan balances, payments in default 166 767
Residential Real Estate | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 1,537
Residential Real Estate | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 166 271
Residential Real Estate | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Residential Real Estate | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 305
Premium finance receivables | Property & casualty insurance loans    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,226 129
Premium finance receivables | Property & casualty insurance loans | Payments in Default    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0 0
Post-modification loan balances, payments in default 122 129
Premium finance receivables | Property & casualty insurance loans | Extension at Below Market Terms    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 96 62
Premium finance receivables | Property & casualty insurance loans | Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 1,103 59
Premium finance receivables | Property & casualty insurance loans | Interest Only Payments    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances 0  
Premium finance receivables | Property & casualty insurance loans | Extended of Term and Reduction of Interest Rate    
Financing Receivables, Modifications [Line Items]    
Post-modification loan balances $ 27 $ 8
v3.25.0.1
Mortgage Servicing Rights ("MSRs") (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Servicing Asset at Fair Value, Amount [Roll Forward]      
Fair value at beginning of year $ 192,456 $ 230,225 $ 147,571
Additions from loans sold with servicing retained 29,969 28,610 46,221
Servicing rights sold 0 (30,170) 0
Estimate of changes in fair value due to:      
Payoffs and paydowns $ (23,026) $ (17,060) $ (23,631)
Servicing Asset, Fair Value, Change in Fair Value, Other, Statement of Income or Comprehensive Income [Extensible Enumeration] Mortgage banking Mortgage banking Mortgage banking
Changes in valuation inputs or assumptions $ 4,389 $ (19,149) $ 60,064
Fair value at end of year 203,788 192,456 230,225
Unpaid principal balance of mortgage loans serviced for others $ 12,400,913 $ 12,007,165 $ 14,052,596
v3.25.0.1
Business Combinations (Details)
$ in Thousands
12 Months Ended
Aug. 01, 2024
USD ($)
branch
shares
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Apr. 03, 2023
USD ($)
Dec. 31, 2022
USD ($)
Business Acquisition [Line Items]          
Assets   $ 64,879,668 $ 56,259,934   $ 52,949,649
Deposits   52,512,349 45,397,170    
Goodwill   796,942 $ 656,672    
Macatawa Bank Corporation          
Business Acquisition [Line Items]          
Assets $ 2,700,000        
Deposits 2,300,000        
Loan $ 1,400,000        
Macatawa Bank Corporation          
Business Acquisition [Line Items]          
Business acquisition, number of shares issued (in shares) | shares 4,700,000        
Fair value of consideration paid $ 499,300        
Business combination, number of acquired operating branches | branch 26        
Business combination, discount on acquired loans $ 53,700        
Business combination, discount on securities 33,500        
Business combination, intangible assets acquired $ 253,000        
Acquisition expenses   $ 4,300      
Macatawa Bank Corporation | Macatawa Bank Corporation          
Business Acquisition [Line Items]          
Number of common stock shares issued for each share of acquiree stock (in shares) | shares 0.137        
Rothschild & Co Asset Management U.S.          
Business Acquisition [Line Items]          
Assets acquired in acquisition       $ 12,600  
Goodwill       $ 2,600  
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets - Schedule of Goodwill Assets by Business Segment (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Goodwill [Roll Forward]  
Beginning balance $ 656,672
Goodwill Acquired 142,083
Impairment Loss 0
Goodwill Adjustments (1,813)
Ending balance 796,942
Community banking  
Goodwill [Roll Forward]  
Beginning balance 545,671
Goodwill Acquired 142,083
Impairment Loss 0
Goodwill Adjustments 0
Ending balance 687,754
Specialty finance  
Goodwill [Roll Forward]  
Beginning balance 39,006
Goodwill Acquired 0
Impairment Loss 0
Goodwill Adjustments (1,813)
Ending balance 37,193
Wealth management  
Goodwill [Roll Forward]  
Beginning balance 71,995
Goodwill Acquired 0
Impairment Loss 0
Goodwill Adjustments 0
Ending balance $ 71,995
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets - Narrative (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Sep. 30, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Goodwill [Line Items]        
Amortization of other acquisition-related intangible assets   $ 12,095 $ 5,498 $ 6,116
Community banking        
Goodwill [Line Items]        
Increase (decrease) goodwill, foreign currency translation   $ 142,100    
Community banking | Macatawa Bank Corporation | Trademarks        
Goodwill [Line Items]        
Indefinite-lived intangible assets acquired $ 8,000      
Community banking | Core deposit intangibles        
Goodwill [Line Items]        
Amortization period in years, other intangible assets   10 years    
Community banking | Core deposit intangibles | Macatawa Bank Corporation        
Goodwill [Line Items]        
Finite-lived assets acquired $ 102,900      
Specialty finance        
Goodwill [Line Items]        
Increase (decrease) goodwill, foreign currency translation   $ (1,800)    
Specialty finance | Customer list intangibles        
Goodwill [Line Items]        
Amortization period in years, other intangible assets   18 years    
Wealth management | Customer list and other intangibles        
Goodwill [Line Items]        
Amortization period in years, other intangible assets   10 years    
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets - Schedule of Amortization of Finite-Lived Acquisition-Related Intangible Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Intangibles with finite lives    
Accumulated amortization $ (78,805) $ (66,710)
Intangibles with indefinite lives    
Gross carrying amount 200,495 89,599
Total net carrying amount 121,690 22,889
Community banking    
Intangibles with indefinite lives    
Total net carrying amount 115,122 14,881
Community banking | Trademarks    
Intangibles with indefinite lives    
Carrying amount 13,800 5,800
Community banking | Core deposit intangibles    
Intangibles with finite lives    
Gross carrying amount 158,106 55,206
Accumulated amortization (56,784) (46,125)
Net carrying amount 101,322 9,081
Specialty Finance | Customer list intangibles    
Intangibles with finite lives    
Gross carrying amount 1,959 1,963
Accumulated amortization (1,881) (1,837)
Net carrying amount 78 126
Wealth management | Customer list and other intangibles    
Intangibles with finite lives    
Gross carrying amount 26,630 26,630
Accumulated amortization (20,140) (18,748)
Net carrying amount $ 6,490 $ 7,882
v3.25.0.1
Goodwill and Other Acquisition-Related Intangible Assets Schedule of Estimated Amortization (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Goodwill and Intangible Assets Disclosure [Abstract]  
2025 $ 21,391
2026 18,830
2027 16,342
2028 13,908
2029 $ 11,536
v3.25.0.1
Premises, Software and Equipment, Net - Schedule of Premises and Equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment, Net, by Type [Abstract]    
Premises and equipment, gross $ 1,286,874 $ 1,212,981
Less: Accumulated depreciation and amortization 507,744 464,015
Total premises, software, and equipment, net 779,130 748,966
Land    
Property, Plant and Equipment, Net, by Type [Abstract]    
Premises and equipment, gross 184,318 166,036
Buildings and leasehold improvements    
Property, Plant and Equipment, Net, by Type [Abstract]    
Premises and equipment, gross 703,798 687,326
Furniture, equipment and computer software    
Property, Plant and Equipment, Net, by Type [Abstract]    
Premises and equipment, gross 383,056 333,176
Construction in progress    
Property, Plant and Equipment, Net, by Type [Abstract]    
Premises and equipment, gross $ 15,702 $ 26,443
v3.25.0.1
Premises, Software and Equipment, Net - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Property, Plant and Equipment [Abstract]      
Depreciation and amortization expense $ 61.4 $ 56.9 $ 53.1
v3.25.0.1
Deposits - Schedule of Deposits (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Balance:    
Non-interest-bearing $ 11,410,018 $ 10,420,401
NOW and interest-bearing demand deposits 5,865,546 5,797,649
Wealth management deposits 1,469,064 1,614,499
Money market 17,975,191 15,149,215
Savings 6,372,499 5,790,334
Time certificates of deposit 9,420,031 6,625,072
Total deposits $ 52,512,349 $ 45,397,170
Mix:    
Non-interest bearing 22.00% 23.00%
NOW and interest-bearing demand deposits 11.00% 13.00%
Wealth management deposits 3.00% 4.00%
Money market 34.00% 33.00%
Savings 12.00% 13.00%
Time certificates of deposit 18.00% 14.00%
Total deposits 100.00% 100.00%
v3.25.0.1
Deposits - Schedule of Maturities of Time Certificates of Deposit (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Deposits [Abstract]    
Due within one year $ 9,061,295 $ 5,994,905
Due in one to two years 281,239 558,387
Due in two to three years 53,009 42,559
Due in three to four years 14,316 16,251
Due in four to five years 10,104 12,966
Due after five years 68 4
Total time certificate of deposits $ 9,420,031 $ 6,625,072
v3.25.0.1
Deposits - Schedule of Maturities of Uninsured Deposits Exceeding Two Hundred And Fifty Thousand Dollars FEDIC Insurance Limit (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Contractual Maturities, Time Deposits, $100,000 or More [Abstract]    
Maturing within three months $ 774,312 $ 315,495
After three but within six months 926,997 327,183
After six but within 12 months 490,231 466,699
After 12 months 54,691 73,534
Total $ 2,246,231 $ 1,182,911
v3.25.0.1
Deposits - Narrative (Details) - USD ($)
$ in Billions
Dec. 31, 2024
Dec. 31, 2023
Deposits [Abstract]    
Time deposits of $250,000 or more $ 3.9 $ 2.5
v3.25.0.1
Federal Home Loan Bank Advances - Schedule of Outstanding FHLB Advances (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Total FHLB advances $ 3,151,309 $ 2,326,071
0.00% advance due April 2024    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 0.00%  
Total FHLB advances $ 0 442
2.98% advance due August 2024    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 2.98%  
Total FHLB advances $ 0 25,000
0.00% advance due April 2026    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 0.00%  
Total FHLB advances $ 629 629
0.00% advance due January 2029    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 0.00%  
Total FHLB advances $ 680 0
3.70% advance due July 2030    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.70%  
Total FHLB advances $ 150,000 150,000
2.81% advance due September 2032    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 2.81%  
Total FHLB advances $ 500,000 500,000
3.08% advance due September 2032    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.08%  
Total FHLB advances $ 500,000 500,000
2.96% advance due December 2032    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 2.96%  
Total FHLB advances $ 0 250,000
2.98% advance due December 2032    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 2.98%  
Total FHLB advances $ 0 250,000
3.13% advance due February 2033    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.13%  
Total FHLB advances $ 0 250,000
2.95% advance due May 2033    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 2.95%  
Total FHLB advances $ 250,000 250,000
3.72% advance due July 2033    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.72%  
Total FHLB advances $ 150,000 150,000
3.43% advance due January 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.43%  
Total FHLB advances $ 175,000 0
3.19% advance due January 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.19%  
Total FHLB advances $ 175,000 0
3.45% advance due April 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.45%  
Total FHLB advances $ 250,000 0
3.44% advance due April 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.44%  
Total FHLB advances $ 250,000 0
3.33% advance due May 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.33%  
Total FHLB advances $ 250,000 0
3.29% advance due June 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.29%  
Total FHLB advances $ 250,000 0
3.38% advance due June 2034    
Federal Home Loan Bank, Advances, Branch Of FHLB Bank [Line Items]    
Interest rate 3.38%  
Total FHLB advances $ 250,000 $ 0
v3.25.0.1
Federal Home Loan Bank Advances - Narrative (Details)
$ in Millions
12 Months Ended
Dec. 31, 2024
USD ($)
Federal Home Loan Bank, Advances [Line Items]  
Additional borrowings possible $ 3,900.0
Repayment of FHLB advances 750.0
Federal Home Loan Bank advances outstanding with varying put or call dates over the next 12 months $ 2,700.0
Weighted Average  
Federal Home Loan Bank, Advances [Line Items]  
Weighed average contractual interest rate 3.23%
v3.25.0.1
Subordinated Notes (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2019
Dec. 31, 2014
Debt Instrument [Line Items]            
Outstanding subordinated notes   $ 298,283 $ 437,866      
Repayment of subordinated note   140,000 $ 0 $ 0    
Costs incurred in connection with the issuance of subordinated notes         $ 3,300 $ 1,300
4.85% subordinated notes maturing in June 2029            
Debt Instrument [Line Items]            
Proceeds, net of underwriting discount         296,700  
Subordinated debt            
Debt Instrument [Line Items]            
Unamortized balances of costs for issuance of subordinated notes   $ 1,700        
Subordinated debt | 4.85% subordinated notes maturing in June 2029            
Debt Instrument [Line Items]            
Principal amount of debt         $ 300,000  
Stated interest rate         4.85%  
Subordinated debt | 5.00% subordinated notes maturing in June 2024            
Debt Instrument [Line Items]            
Stated interest rate         5.00%  
Repayment of subordinated note $ 140,000          
v3.25.0.1
Other Borrowings - Schedule of Other Borrowings (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Debt Disclosure [Abstract]    
Notes payable $ 142,763 $ 171,282
Short-term borrowings 0 13,430
Secured Borrowings 57,106 59,204
Other 334,934 401,897
Total other borrowings $ 534,803 $ 645,813
v3.25.0.1
Other Borrowings - Narrative (Details)
$ in Millions
1 Months Ended 12 Months Ended 120 Months Ended
Dec. 12, 2022
USD ($)
Dec. 31, 2014
CAD ($)
Dec. 31, 2024
USD ($)
officeBuilding
Dec. 31, 2024
CAD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Debt Instrument [Line Items]            
Credit agreement balances     $ 142,763,000   $ 171,282,000  
Secured borrowings     334,934,000   401,897,000  
Other borrowings     57,106,000   59,204,000  
Revolving Credit Facility            
Debt Instrument [Line Items]            
Commitment fee 0.30%          
Securities sold under repurchase agreements | Maturity Overnight            
Debt Instrument [Line Items]            
Securities sold under agreements to repurchase     0   13,400,000  
Secured Debt            
Debt Instrument [Line Items]            
Secured borrowings     11,700,000      
Fixed Rate Promissory Note            
Debt Instrument [Line Items]            
Principal amount of debt     $ 66,400,000      
Fixed interest rate     1.70%      
Number of office buildings secured by debt | officeBuilding     3      
Other borrowings     $ 57,100,000     $ 59,200,000
Term Loan Facility            
Debt Instrument [Line Items]            
Credit agreement balances $ 200,000,000          
Amount outstanding     142,800,000      
Revolving Credit Facility            
Debt Instrument [Line Items]            
Credit agreement balances $ 100,000,000          
Amount outstanding     0      
Credit Agreement | Base rate | Base Rate Loan            
Debt Instrument [Line Items]            
Basis spread on variable rate 0.75%          
Credit Agreement | Base rate | Term SOFR Loans            
Debt Instrument [Line Items]            
Basis spread on variable rate 1.60%          
Credit Agreement | Federal funds rate | Base Rate Loan            
Debt Instrument [Line Items]            
Basis spread on variable rate 0.50%          
Credit Agreement | Secured Overnight Financing Rate (SOFR) | Base Rate Loan            
Debt Instrument [Line Items]            
Basis spread on variable rate 1.10%          
Receivables Purchase Agreement | Secured Debt            
Debt Instrument [Line Items]            
Proceeds from debt issuance   $ 150   $ 650    
Secured borrowings     $ 323,200,000   $ 392,500,000  
Receivables Purchase Agreement | Canadian Commercial Paper Rate | Secured Debt            
Debt Instrument [Line Items]            
Basis spread on variable rate     0.825%      
v3.25.0.1
Junior Subordinated Debentures - Narrative (Details)
$ in Millions
12 Months Ended
Dec. 31, 2024
USD ($)
trust
Subordinated Borrowing [Line Items]  
Percentage ownership interest in subsidiary trusts 100.00%
Number of unconsolidated subsidiary trusts | trust 11
Common securities, approximate percentage of junior subordinated debentures 3.00%
Trust preferred securities, approximate percentage of junior subordinated debentures 97.00%
Period of deferred payment, not to exceed 60 months
Junior Subordinated Debt  
Subordinated Borrowing [Line Items]  
Weighted average contractual rate 6.85%
Tier two risk based capital | $ $ 245.5
v3.25.0.1
Junior Subordinated Debentures - Schedule of Junior Subordinated Debentures (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Subordinated Borrowing [Line Items]    
Junior Subordinated Debentures $ 253,566 $ 253,566
Junior Subordinated Debt    
Subordinated Borrowing [Line Items]    
Junior Subordinated Debentures $ 253,566 253,566
Contractual rate 6.85%  
Junior Subordinated Debt | Wintrust Capital Trust III    
Subordinated Borrowing [Line Items]    
Common Securities $ 774  
Trust Preferred Securities 25,000  
Junior Subordinated Debentures $ 25,774 25,774
Rate Structure, stated 0.26161%  
Rate Structure, variable 3.25%  
Contractual rate 8.17%  
Junior Subordinated Debt | Wintrust Statutory Trust IV    
Subordinated Borrowing [Line Items]    
Common Securities $ 619  
Trust Preferred Securities 20,000  
Junior Subordinated Debentures $ 20,619 20,619
Rate Structure, stated 0.26161%  
Rate Structure, variable 2.80%  
Contractual rate 7.39%  
Junior Subordinated Debt | Wintrust Statutory Trust V    
Subordinated Borrowing [Line Items]    
Common Securities $ 1,238  
Trust Preferred Securities 40,000  
Junior Subordinated Debentures $ 41,238 41,238
Rate Structure, stated 0.26161%  
Rate Structure, variable 2.60%  
Contractual rate 7.19%  
Junior Subordinated Debt | Wintrust Capital Trust VII    
Subordinated Borrowing [Line Items]    
Common Securities $ 1,550  
Trust Preferred Securities 50,000  
Junior Subordinated Debentures $ 51,550 51,550
Rate Structure, stated 0.26161%  
Rate Structure, variable 1.95%  
Contractual rate 6.57%  
Junior Subordinated Debt | Wintrust Capital Trust VIII    
Subordinated Borrowing [Line Items]    
Common Securities $ 1,238  
Trust Preferred Securities 25,000  
Junior Subordinated Debentures $ 26,238 26,238
Rate Structure, stated 0.26161%  
Rate Structure, variable 1.45%  
Contractual rate 6.04%  
Junior Subordinated Debt | Wintrust Capital Trust IX    
Subordinated Borrowing [Line Items]    
Common Securities $ 1,547  
Trust Preferred Securities 50,000  
Junior Subordinated Debentures $ 51,547 51,547
Rate Structure, stated 0.26161%  
Rate Structure, variable 1.63%  
Contractual rate 6.25%  
Junior Subordinated Debt | Northview Capital Trust I    
Subordinated Borrowing [Line Items]    
Common Securities $ 186  
Trust Preferred Securities 6,000  
Junior Subordinated Debentures $ 6,186 6,186
Rate Structure, stated 0.26161%  
Rate Structure, variable 3.00%  
Contractual rate 7.83%  
Junior Subordinated Debt | Town Bankshares Capital Trust I    
Subordinated Borrowing [Line Items]    
Common Securities $ 186  
Trust Preferred Securities 6,000  
Junior Subordinated Debentures $ 6,186 6,186
Rate Structure, stated 0.26161%  
Rate Structure, variable 3.00%  
Contractual rate 7.83%  
Junior Subordinated Debt | First Northwest Capital Trust I    
Subordinated Borrowing [Line Items]    
Common Securities $ 155  
Trust Preferred Securities 5,000  
Junior Subordinated Debentures $ 5,155 5,155
Rate Structure, stated 0.26161%  
Rate Structure, variable 3.00%  
Contractual rate 7.59%  
Junior Subordinated Debt | Suburban Illinois Capital Trust II    
Subordinated Borrowing [Line Items]    
Common Securities $ 464  
Trust Preferred Securities 15,000  
Junior Subordinated Debentures $ 15,464 15,464
Rate Structure, stated 0.26161%  
Rate Structure, variable 1.75%  
Contractual rate 6.37%  
Junior Subordinated Debt | Community Financial Shares Statutory Trust II    
Subordinated Borrowing [Line Items]    
Common Securities $ 109  
Trust Preferred Securities 3,500  
Junior Subordinated Debentures $ 3,609 $ 3,609
Rate Structure, stated 0.26161%  
Rate Structure, variable 1.62%  
Contractual rate 6.24%  
v3.25.0.1
Revenue from Contracts with Customers - Schedule of Disaggregation of Revenue by Source (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers $ 250,742 $ 220,443 $ 217,719
Total wealth management      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 146,227 130,607 126,614
Brokerage and insurance product commissions      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 22,611 18,645 17,668
Trust      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 25,941 24,190 33,460
Asset management      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 97,675 87,772 75,486
Mortgage broker fees      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 1,925 844 854
Service charges on deposit accounts      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 65,651 55,250 58,574
Administrative services      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 5,336 5,599 6,713
Card related fees      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers 17,829 13,789 11,474
Other deposit related fees      
Disaggregation of Revenue [Line Items]      
Total revenue from contracts with customers $ 13,774 $ 14,354 $ 13,490
v3.25.0.1
Revenue from Contracts with Customers - Narrative (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
subsidiary
Dec. 31, 2023
USD ($)
Revenue from Contract with Customer [Abstract]    
Number of wealth management subsidiaries | subsidiary 4  
Revenue recognized from contract liability balance | $ $ 565 $ 932
v3.25.0.1
Revenue from Contracts with Customers - Schedule of Contract Assets, Contract Liabilities and Receivables from Contracts with Customers (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Revenue from Contract with Customer [Abstract]    
Contract assets $ 0 $ 0
Contract liabilities 1,329 665
Mortgage broker fees receivable 101 64
Administrative services receivable 213 118
Wealth management receivable 12,130 13,796
Card related fees receivable 1,026 1,190
Total receivables from contracts with customer $ 13,470 $ 15,168
v3.25.0.1
Revenue from Contracts with Customers - Schedule of Performance Obligations Unsatisfied at End of Period (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 1,329
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2025-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 552
Estimated remaining performance period 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 111
Estimated remaining performance period 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2027-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 111
Estimated remaining performance period 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2028-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 111
Estimated remaining performance period 1 year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2029-01-01  
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]  
Performance obligation unsatisfied or partially unsatisfied $ 444
Estimated remaining performance period
v3.25.0.1
Lease Commitments - Schedule of Lease Costs Weighted Average Remaining Lease Term and Discount Rate (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Leases [Abstract]      
Operating lease cost $ 23,446 $ 22,337 $ 22,767
Amortization of right-of-use asset 249 219 219
Interest on lease liability 366 290 291
Short-term lease cost 111 41 302
Variable lease cost 2,865 2,391 2,966
Sublease income (80) (70) (73)
Total lease cost 26,957 25,208 $ 26,472
Cash paid for amounts included in the measurement of operating lease liabilities 24,940 23,599  
Cash paid for amounts included in the measurement of finance lease liabilities 349 337  
Right-of-use asset obtained in exchange for new operating lease liabilities 9,538 14,595  
Right-of-use asset obtained in exchange for new finance lease liabilities $ 1,222 $ 1,408  
Weighted average remaining lease term - operating leases 9 years 10 months 13 days 10 years 7 months 6 days  
Weighted average remaining lease term - finance leases 36 years 5 months 26 days 37 years 4 months 24 days  
Weighted average discount rate - operating leases 4.30% 4.12%  
Weighted average discount rate - finance leases 3.93% 3.81%  
v3.25.0.1
Lease Commitments - Schedule of Future Required Fixed Payments Related to Leasing Arrangements) (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Lessee, Operating Lease, Liability, Payment, Due [Abstract]  
2025 $ 25,408
2026 23,020
2027 21,544
2028 19,601
2029 17,407
2030 and thereafter 93,401
Total minimum future amounts 200,381
Impact of measuring the lease liability on a discounted basis (46,771)
Total lease liability $ 153,610
Operating Lease, Liability, Statement of Financial Position [Extensible Enumeration] Accrued interest payable and other liabilities
Finance Lease, Liability, Payment, Due [Abstract]  
2025 $ 25,408
2026 23,020
2027 21,544
2028 19,601
2029 17,407
2030 and thereafter 93,401
Total minimum future amounts 200,381
Impact of measuring the lease liability on a discounted basis (46,771)
Total lease liability $ 153,610
Finance Lease, Liability, Statement of Financial Position [Extensible Enumeration] Accrued interest payable and other liabilities
v3.25.0.1
Lease Commitments -Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Lessor, Lease, Description [Line Items]      
Operating lease income, net $ 58,710 $ 53,298 $ 55,510
Building      
Lessor, Lease, Description [Line Items]      
Operating lease income, net $ 5,800 $ 6,300 $ 7,800
v3.25.0.1
Lease Commitments - Schedule of Annual Gross Rental Receipts (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Leases [Abstract]  
2025 $ 3,717
2026 2,997
2027 2,245
2028 1,131
2029 746
2030 and thereafter 3,612
Total minimum future amounts $ 14,448
v3.25.0.1
Income Taxes - Schedule of Income Tax Expense (Benefit) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Current income taxes:      
Federal $ 178,075 $ 165,518 $ 116,976
State 52,882 62,948 48,633
Foreign 10,076 13,696 3,207
Total current income taxes 241,033 242,162 168,816
Deferred income taxes:      
Federal 2,914 (8,245) 18,560
State 7,927 (9,750) (1,183)
Foreign 170 (1,712) 4,680
Total deferred income taxes 11,011 (19,707) 22,057
Total income tax expense $ 252,044 $ 222,455 $ 190,873
v3.25.0.1
Income Taxes - Narrative (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Operating Loss Carryforwards [Line Items]      
Income before income taxes $ 947,089,000 $ 845,081,000 $ 700,555,000
Unrecognized tax benefits that would impact the effective tax rate 0 0 0
Domestic Tax Jurisdiction      
Operating Loss Carryforwards [Line Items]      
Net operating loss carryforward 2,600,000    
Geographic distribution, foreign      
Operating Loss Carryforwards [Line Items]      
Income before income taxes $ 27,300,000 $ 42,500,000 $ 27,700,000
v3.25.0.1
Income Taxes - Schedule of Reconciliation of the Differences Between Taxes Computed Using the Statutory Federal Income Tax Rate and Actual Income Tax Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Disclosure [Abstract]      
Income tax expense using the statutory Federal income tax rate of 21% on income before taxes $ 198,889 $ 177,467 $ 147,117
(Decrease) increase in tax resulting from:      
Tax-exempt interest, net of interest expense disallowance (5,338) (5,348) (3,936)
State taxes, net of federal tax benefit 48,039 42,027 37,328
Income earned on bank owned life insurance (1,139) (1,013) (102)
Excess tax benefits on share based compensation (3,621) (2,314) (2,278)
Meals, entertainment and related expenses 2,823 2,439 1,506
FDIC insurance expense 8,602 7,713 6,014
Non-deductible compensation expense 2,587 2,147 2,361
Foreign subsidiary, net 4,600 3,060 2,376
Tax benefits related to tax credits, net (3,049) (3,632) (338)
Other, net (349) (91) 825
Total income tax expense $ 252,044 $ 222,455 $ 190,873
v3.25.0.1
Income Taxes - Schedule of Deferred Tax Assets And Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Deferred tax assets:    
Net unrealized losses on securities included in other comprehensive income $ 151,886 $ 126,155
Allowance for credit losses 113,648 113,105
Right-of-use liability 39,691 43,693
Deferred compensation 34,850 25,369
Stock-based compensation 14,741 13,762
Loans 12,104 435
FDIC special assessment 6,926 9,092
Net unrealized losses on derivatives included in other comprehensive income 4,032 0
Federal net operating loss carryforward 549 697
Other 1,091 4,495
Deferred Tax Assets, Gross, Total 379,518 336,803
Deferred tax liabilities:    
Equipment leasing 165,363 165,806
Capitalized servicing rights 52,298 49,857
Goodwill and intangible assets 42,733 16,019
Premises and equipment 38,554 35,288
Right-of-use asset 32,651 36,249
Net unrealized gains on derivatives included in other comprehensive income 0 11,516
Deferred loan fees and costs 7,889 7,434
Other 2,660 2,652
Total gross deferred tax liabilities 342,148 324,821
Net deferred tax assets $ 37,370 $ 11,982
v3.25.0.1
Stock Compensation Plans and Other Employee Benefit Plans - Narrative (Details) - USD ($)
12 Months Ended 108 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2020
Dec. 31, 2024
May 31, 2022
Dec. 31, 2021
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Shares approved for issuance (in shares)           1,200,000  
Shares available for future grants (in shares) 680,538       680,538    
Number of stock options granted (in shares)         0    
Stock-based compensation expense $ 38,900,000 $ 33,500,000 $ 31,700,000        
Tax benefit (expense) from stock-based compensation arrangements 8,300,000 7,400,000 7,000,000.0        
Aggregate intrinsic value of options exercised 179,664 2,500,000 6,700,000        
Actual tax benefit realized from option exercises 30,000 540,000 1,800,000        
Excess tax benefits from stock-based compensation arrangements 86,457 2,200,000 5,200,000        
Excess (deficit) tax benefit over estimate 4,400,000 1,800,000 580,000        
Unrecognized compensation cost $ 47,200,000       $ 47,200,000    
Unrecognized compensation cost, period for recognition 2 years            
Fair value of shares vested $ 34,700,000 22,100,000 4,500,000        
Expense for employer contribution to plan 19,700,000 19,200,000 16,200,000        
Cash Incentive and Retention Plan              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Expense related to plan 0 0 0        
Cash awards paid 0 $ 0 $ 0        
Cash awards outstanding $ 0       $ 0    
Directors Deferred Fee and Stock Plan              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Increase in shares authorized (in shares)       200,000      
Issued to directors (in shares) 14,927 63,001 59,174        
Obligation to issue (in shares) 304,092       304,092    
Available for future issuance under DDFS Plan (in shares) 52,508       52,508    
Stock Options              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Term 10 years            
Stock Options | Minimum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Award vesting period 3 years            
Stock Options | Maximum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Award vesting period 5 years            
Restricted Shares              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Shares outstanding (in shares) 880,866 746,123 610,155   880,866   476,813
Restricted Shares | Minimum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Award vesting period 1 year            
Restricted Shares | Maximum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Award vesting period 5 years            
Performance Shares              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Award vesting period 3 years            
Performance period 3 years            
Shares outstanding (in shares) 454,017 553,026 545,379   454,017   557,255
Performance Shares | Maximum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Shares outstanding (in shares) 670,000       670,000    
LTIP Awards | Minimum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Percentage of performance based award payouts 0.00%            
LTIP Awards | Maximum              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Percentage of performance based award payouts 150.00%            
ESPP              
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]              
Percentage of purchase price of shares 95.00%            
Employee stock purchase plan issuance (in shares) 32,942 46,034 40,421        
Compensation expense employee stock purchase plan $ 0 $ 0 $ 0        
Increase in shares authorized (in shares)   200,000          
Common stock obligation to issue (in shares) 6,540       6,540    
Available for future grants under ESPP (in shares) 133,496       133,496    
v3.25.0.1
Stock Compensation Plans and Other Employee Benefit Plans - Schedule of Stock Option Activity (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Common Shares      
Outstanding at beginning of the period (in shares) 13,100 68,093 193,447
Exercised (in shares) (2,275) (54,993) (123,924)
Forfeited or canceled (in shares)     (1,430)
Outstanding at end of the period (in shares) 10,825 13,100 68,093
Exercisable (in shares) 10,825 13,100 68,093
Vested or expected to vest (in shares) 10,825    
Weighted Average Strike Price      
Outstanding at beginning of period (usd per share) $ 42.76 $ 41.14 $ 41.62
Exercised (usd per share) 38.00 40.75 41.89
Forfeited or canceled (usd per share)     40.87
Outstanding at end of period (usd per share) 43.76 42.76 41.14
Exercisable (usd per share) 43.76 $ 42.76 $ 41.14
Vested or expected to vest (usd per share) $ 43.76    
Stock Options Additional Disclosures      
Remaining contractual term, outstanding 3 years 6 months 4 years 2 months 12 days 1 year 1 month 6 days
Remaining contractual term, exercisable 3 years 6 months 4 years 2 months 12 days 1 year 1 month 6 days
Remaining contractual term, vested or expected to vest 3 years 6 months    
Intrinsic value, outstanding $ 876 $ 655 $ 2,954
Intrinsic value, exercisable 876 $ 655 $ 2,954
Intrinsic value, vested or expected to vest $ 876    
v3.25.0.1
Stock Compensation Plans and Other Employee Benefit Plans - Schedule of Plans' Restricted and Performance Share Award Activity (Details) - $ / shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Restricted Shares      
Common Shares      
Outstanding, beginning of the period (in shares) 746,123 610,155 476,813
Granted (in shares) 407,046 270,855 225,680
Vested and issued (in shares) (241,415) (121,534) (68,541)
Forfeited or canceled (in shares) (30,888) (13,353) (23,797)
Outstanding, end of the period (in shares) 880,866 746,123 610,155
Vested, but deferred (in shares) 100,610 98,919 96,920
Weighted Average Grant-Date Fair Value      
Outstanding, beginning of period (usd per share) $ 79.60 $ 73.21 $ 61.33
Granted (usd per share) 99.89 88.06 95.93
Vested and issued (usd per share) 70.41 65.90 64.49
Canceled or forfeited (usd per share) 95.26 83.68 75.84
Outstanding, end of period (usd per share) 90.95 79.60 73.21
Vested, but deferred (usd per share) $ 54.46 $ 53.58 $ 53.08
Performance Shares      
Common Shares      
Outstanding, beginning of the period (in shares) 553,026 545,379 557,255
Granted (in shares) 111,469 189,355 160,598
Added by performance factor at vesting (in shares) 96,952 23,925 0
Vested and issued (in shares) (295,644) (186,344) 0
Forfeited or canceled (in shares) (11,786) (19,289) (172,474)
Outstanding, end of the period (in shares) 454,017 553,026 545,379
Vested, but deferred (in shares) 21,759 29,020 35,696
Weighted Average Grant-Date Fair Value      
Outstanding, beginning of period (usd per share) $ 79.69 $ 70.30 $ 62.94
Granted (usd per share) 100.47 92.36 97.14
Added by performance factor at vesting (usd per share) 58.78 62.82 0
Vested and issued (usd per share) 58.69 62.67 0
Canceled or forfeited (usd per share) 95.97 81.84 71.52
Outstanding, end of period (usd per share) 93.57 79.69 70.30
Vested, but deferred (usd per share) $ 44.51 $ 45.88 $ 44.38
v3.25.0.1
Regulatory Matters - Narrative (Details)
$ in Millions
12 Months Ended
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Broker-Dealer, Net Capital Requirement, SEC Regulation [Abstract]      
Cash dividends paid to parent Company by consolidated subsidiaries $ 475.0 $ 360.0 $ 52.0
Amount available to be paid as dividends without prior regulatory approval $ 932.5    
Minimum ratio of qualifying total capital to risk-weighted assets 0.080    
Tier 1 common equity capital required for capital adequacy to risk weighted assets 0.0450    
Tier 1 risk based capital required for capital adequacy to risk weighted assets 0.060    
Tier 1 leverage capital required for capital adequacy to average assets 0.040    
Ratio required for banks to be well capitalized, total capital to risk-weighted assets 0.100    
Ratio required for banks to be well capitalized, Tier 1 capital to risk-weighted assets 0.080    
Ratio required for banks to be well capitalized, Common Equity Tier 1 capital risk weighted assets 0.065    
Ratio required for banks to be well capitalized, Tier 1 leverage ratio 0.050    
v3.25.0.1
Regulatory Matters - Schedule of Compliance with Minimum Capital Requirements (Details)
Dec. 31, 2024
Dec. 31, 2023
Broker-Dealer, Net Capital Requirement, SEC Regulation [Abstract]    
Total capital to risk weighted assets 0.123 0.121
Tier 1 capital to risk weighted assets 0.107 0.103
Common Equity Tier 1 capital to risk weighted assets 0.099 0.094
Tier 1 Leverage Ratio 0.094 0.093
v3.25.0.1
Regulatory Matters - Schedule of Actual Capital Amounts and Ratios (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital to Risk Weighted Assets, Ratio 0.123 0.121
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100  
Tier 1 Capital to Risk Weighted Assets, Ratio 0.107 0.103
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080  
Common Equity Tier 1 capital to risk weighted assets 0.099 0.094
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065  
Tier 1 Leverage Ratio 0.094 0.093
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050  
Lake Forest Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 857,438 $ 852,471
Total Capital to Risk Weighted Assets, Ratio 0.118 0.125
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 728,358 $ 683,460
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 807,848 $ 804,011
Tier 1 Capital to Risk Weighted Assets, Ratio 0.111 0.118
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 582,687 $ 546,768
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 807,848 $ 804,011
Common Equity Tier 1 capital to risk weighted assets 0.111 0.118
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 473,433 $ 444,249
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 807,848 $ 804,011
Tier 1 Leverage Ratio 0.097 0.099
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 416,233 $ 404,942
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Hinsdale Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 543,925 $ 478,606
Total Capital to Risk Weighted Assets, Ratio 0.119 0.118
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 458,046 $ 407,428
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 512,323 $ 447,075
Tier 1 Capital to Risk Weighted Assets, Ratio 0.112 0.110
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 366,437 $ 325,943
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 512,323 $ 447,075
Common Equity Tier 1 capital to risk weighted assets 0.112 0.110
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 297,730 $ 264,828
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 512,323 $ 447,075
Tier 1 Leverage Ratio 0.096 0.094
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 266,427 $ 238,724
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Wintrust Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 1,164,532 $ 1,115,527
Total Capital to Risk Weighted Assets, Ratio 0.127 0.119
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 915,950 $ 938,320
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 1,069,171 $ 1,009,631
Tier 1 Capital to Risk Weighted Assets, Ratio 0.117 0.108
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 732,760 $ 750,656
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 1,069,171 $ 1,009,631
Common Equity Tier 1 capital to risk weighted assets 0.117 0.108
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 595,367 $ 609,908
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 1,069,171 $ 1,009,631
Tier 1 Leverage Ratio 0.111 0.108
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 479,667 $ 467,712
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Libertyville Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 276,568 $ 272,241
Total Capital to Risk Weighted Assets, Ratio 0.118 0.123
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 234,181 $ 221,509
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 258,709 $ 253,576
Tier 1 Capital to Risk Weighted Assets, Ratio 0.111 0.115
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 187,345 $ 177,207
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 258,709 $ 253,576
Common Equity Tier 1 capital to risk weighted assets 0.111 0.115
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 152,218 $ 143,981
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 258,709 $ 253,576
Tier 1 Leverage Ratio 0.095 0.097
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 136,451 $ 130,396
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Barrington Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 472,428 $ 431,663
Total Capital to Risk Weighted Assets, Ratio 0.114 0.116
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 413,497 $ 372,989
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 453,022 $ 416,070
Tier 1 Capital to Risk Weighted Assets, Ratio 0.110 0.112
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 330,798 $ 298,392
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 453,022 $ 416,070
Common Equity Tier 1 capital to risk weighted assets 0.110 0.112
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 268,773 $ 242,443
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 453,022 $ 416,070
Tier 1 Leverage Ratio 0.107 0.108
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 212,429 $ 192,589
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Crystal Lake Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 187,820 $ 181,916
Total Capital to Risk Weighted Assets, Ratio 0.118 0.127
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 159,314 $ 143,786
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 176,144 $ 170,670
Tier 1 Capital to Risk Weighted Assets, Ratio 0.111 0.119
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 127,451 $ 115,029
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 176,144 $ 170,670
Common Equity Tier 1 capital to risk weighted assets 0.111 0.119
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 103,554 $ 93,461
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 176,144 $ 170,670
Tier 1 Leverage Ratio 0.098 0.100
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 89,519 $ 85,280
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Northbrook Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 502,434 $ 474,973
Total Capital to Risk Weighted Assets, Ratio 0.113 0.123
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 446,536 $ 385,619
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 473,065 $ 441,563
Tier 1 Capital to Risk Weighted Assets, Ratio 0.106 0.115
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 357,229 $ 308,496
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 473,065 $ 441,563
Common Equity Tier 1 capital to risk weighted assets 0.106 0.115
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 290,248 $ 250,653
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 473,065 $ 441,563
Tier 1 Leverage Ratio 0.092 0.099
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 256,737 $ 222,668
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Macatawa    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 307,829  
Total Capital to Risk Weighted Assets, Ratio 0.163  
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 189,233  
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 293,541  
Tier 1 Capital to Risk Weighted Assets, Ratio 0.155  
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 151,387  
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 293,541  
Common Equity Tier 1 capital to risk weighted assets 0.155  
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 123,002  
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 293,541  
Tier 1 Leverage Ratio 0.101  
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 144,975  
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Schaumburg Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 229,770 $ 203,127
Total Capital to Risk Weighted Assets, Ratio 0.122 0.113
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 187,982 $ 179,670
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 216,675 $ 190,280
Tier 1 Capital to Risk Weighted Assets, Ratio 0.115 0.106
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 150,386 $ 143,736
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 216,675 $ 190,280
Common Equity Tier 1 capital to risk weighted assets 0.115 0.106
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 122,188 $ 116,786
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 216,675 $ 190,280
Tier 1 Leverage Ratio 0.100 0.094
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 108,031 $ 101,620
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Village Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 310,037 $ 278,437
Total Capital to Risk Weighted Assets, Ratio 0.115 0.119
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 270,656 $ 233,112
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 286,808 $ 255,649
Tier 1 Capital to Risk Weighted Assets, Ratio 0.106 0.110
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 216,524 $ 186,489
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 286,808 $ 255,649
Common Equity Tier 1 capital to risk weighted assets 0.106 0.110
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 175,926 $ 151,523
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 286,808 $ 255,649
Tier 1 Leverage Ratio 0.096 0.098
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 149,062 $ 129,995
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Beverly Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 265,590 $ 239,374
Total Capital to Risk Weighted Assets, Ratio 0.125 0.115
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 213,222 $ 207,604
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 246,565 $ 221,548
Tier 1 Capital to Risk Weighted Assets, Ratio 0.116 0.107
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 170,578 $ 166,083
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 246,565 $ 221,548
Common Equity Tier 1 capital to risk weighted assets 0.116 0.107
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 138,594 $ 134,942
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 246,565 $ 221,548
Tier 1 Leverage Ratio 0.101 0.100
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 122,295 $ 110,741
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Town Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 387,911 $ 352,266
Total Capital to Risk Weighted Assets, Ratio 0.114 0.117
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 340,161 $ 301,424
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 366,265 $ 334,086
Tier 1 Capital to Risk Weighted Assets, Ratio 0.108 0.111
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 272,129 $ 241,139
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 366,265 $ 334,086
Common Equity Tier 1 capital to risk weighted assets 0.108 0.111
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 221,105 $ 195,926
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 366,265 $ 334,086
Tier 1 Leverage Ratio 0.089 0.091
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 205,847 $ 183,077
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Wheaton Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 347,365 $ 317,491
Total Capital to Risk Weighted Assets, Ratio 0.114 0.115
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 304,003 $ 275,018
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 323,221 $ 296,134
Tier 1 Capital to Risk Weighted Assets, Ratio 0.106 0.108
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 243,202 $ 220,014
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 323,221 $ 296,134
Common Equity Tier 1 capital to risk weighted assets 0.106 0.108
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 197,602 $ 178,762
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 323,221 $ 296,134
Tier 1 Leverage Ratio 0.091 0.094
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 178,254 $ 157,056
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
State Bank of the Lakes    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 213,869 $ 197,243
Total Capital to Risk Weighted Assets, Ratio 0.116 0.119
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 184,932 $ 165,218
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 203,972 $ 189,197
Tier 1 Capital to Risk Weighted Assets, Ratio 0.110 0.115
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 147,946 $ 132,174
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 203,972 $ 189,197
Common Equity Tier 1 capital to risk weighted assets 0.110 0.115
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 120,206 $ 107,392
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 203,972 $ 189,197
Tier 1 Leverage Ratio 0.098 0.099
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 104,067 $ 95,551
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
Old Plank Trail Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 271,641 $ 240,694
Total Capital to Risk Weighted Assets, Ratio 0.113 0.113
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 241,562 $ 212,258
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 255,788 $ 227,759
Tier 1 Capital to Risk Weighted Assets, Ratio 0.106 0.107
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 193,249 $ 169,806
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 255,788 $ 227,759
Common Equity Tier 1 capital to risk weighted assets 0.106 0.107
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 157,015 $ 137,968
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 255,788 $ 227,759
Tier 1 Leverage Ratio 0.089 0.090
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 143,480 $ 127,250
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
St. Charles Bank    
Compliance With Regulatory Capital Requirements Under Banking Regulations [Line Items]    
Total Capital (to Risk Weighted Assets): $ 291,380 $ 250,964
Total Capital to Risk Weighted Assets, Ratio 0.112 0.115
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 259,615 $ 218,403
Total Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.100 0.100
Tier 1 Capital (to Risk Weighted Assets): $ 270,446 $ 233,651
Tier 1 Capital to Risk Weighted Assets, Ratio 0.104 0.107
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 207,692 $ 174,722
Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.080 0.080
Common Equity Tier 1 Capital to Risk Weighted Assets, Amount $ 270,446 $ 233,651
Common Equity Tier 1 capital to risk weighted assets 0.104 0.107
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Amount $ 168,750 $ 141,962
Common Equity Tier 1 Capital to Risk Weighted Assets, To Be Well Capitalized by Regulatory Definition, Ratio 0.065 0.065
Tier 1 Leverage Ratio, Amount $ 270,446 $ 233,651
Tier 1 Leverage Ratio 0.093 0.095
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Amount $ 144,886 $ 122,638
Tier 1 Leverage Ratio, To Be Well Capitalized by Regulatory Definition, Ratio 0.050 0.050
v3.25.0.1
Commitments and Contingencies (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Commitments And Contingencies [Line Items]      
Letters of credit outstanding $ 503,400,000 $ 389,500,000  
Mortgage loans sold 2,609,248,000 1,963,214,000 $ 3,146,442,000
Liability for estimated losses on repurchase and indemnification claims 188,000 152,000  
Losses charged against liability 60,100 96,000  
Unfunded commitments to investment partnerships 94,100,000 54,000,000.0  
Commitments to invest in partnership for tax credits 67,000,000.0 36,200,000  
Customer balances maintained by clearing broker and subject to indemnification 15,400,000 9,000,000.0  
Forward contracts      
Commitments And Contingencies [Line Items]      
Derivative instrument, contractual amounts 377,500,000 626,900,000  
Commercial, commercial real estate, and construction loans | Commitments to extend credit      
Commitments And Contingencies [Line Items]      
Commitments to fund 11,500,000,000 10,500,000,000  
Unused home equity lines | Commitments to extend credit      
Commitments And Contingencies [Line Items]      
Commitments to fund 999,100,000 845,600,000  
Residential real estate | Commitments to extend credit      
Commitments And Contingencies [Line Items]      
Commitments to fund $ 361,300,000 $ 222,800,000  
v3.25.0.1
Derivative Financial Instruments - Schedule of Fair Value of Derivative Financial Instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Derivative [Line Items]    
Derivative Assets $ 200,027 $ 275,726
Derivative Liabilities 241,750 267,255
Interest rate derivatives    
Derivative [Line Items]    
Derivative Assets 194,883 263,955
Derivative Liabilities 239,970 255,126
Designated as hedging instrument    
Derivative [Line Items]    
Derivative Assets 17,330 52,465
Derivative Liabilities 56,171 44,729
Designated as hedging instrument | Interest rate derivatives | Interest rate derivatives designated as Cash Flow Hedges    
Derivative [Line Items]    
Derivative Assets 7,329 40,116
Derivative Liabilities 56,084 44,456
Designated as hedging instrument | Interest rate derivatives | Interest rate derivatives designated as Fair Value Hedges    
Derivative [Line Items]    
Derivative Assets 10,001 12,349
Derivative Liabilities 87 273
Not designed as hedging instrument    
Derivative [Line Items]    
Derivative Assets 182,697 223,261
Derivative Liabilities 185,579 222,526
Not designed as hedging instrument | Interest rate derivatives    
Derivative [Line Items]    
Derivative Assets 177,553 211,490
Derivative Liabilities 183,799 210,397
Not designed as hedging instrument | Interest rate lock commitments    
Derivative [Line Items]    
Derivative Assets 1,950 4,511
Derivative Liabilities 18 0
Not designed as hedging instrument | Forward commitments to sell mortgage loans    
Derivative [Line Items]    
Derivative Assets 1,297 0
Derivative Liabilities 88 5,212
Not designed as hedging instrument | Commodity forward contracts    
Derivative [Line Items]    
Derivative Assets 766 888
Derivative Liabilities 583 609
Not designed as hedging instrument | Foreign exchange contracts    
Derivative [Line Items]    
Derivative Assets 1,131 6,372
Derivative Liabilities $ 1,091 $ 6,308
v3.25.0.1
Derivative Financial Instruments - Schedule of Cash Flow Hedging Instruments (Details) - Designated as hedging instrument - Cash Flow Hedging
$ in Thousands
Dec. 31, 2024
USD ($)
Derivative [Line Items]  
Notional Amount $ 7,700,000
Fair Value Asset (Liability) $ (48,755)
Buy 2.250% floor, sell 3.743% cap; matures September 2025  
Derivative [Line Items]  
Derivative floor rate 0.02250
Derivative cap rate 0.03743
Notional Amount $ 1,250,000
Fair Value Asset (Liability) $ (3,943)
Buy 2.750% floor, sell 4.320% cap; matures October 2026  
Derivative [Line Items]  
Derivative floor rate 0.02750
Derivative cap rate 0.04320
Notional Amount $ 500,000
Fair Value Asset (Liability) $ (893)
Buy 2.000% floor, sell 3.450% cap; matures September 2027  
Derivative [Line Items]  
Derivative floor rate 0.02000
Derivative cap rate 0.03450
Notional Amount $ 1,250,000
Fair Value Asset (Liability) $ (23,600)
Fixed 3.748%; matures December 2025  
Derivative [Line Items]  
Derivative, fixed interest rate 3.748%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (881)
Fixed 3.759%; matures December 2025  
Derivative [Line Items]  
Derivative, fixed interest rate 3.759%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (854)
Fixed 3.680%; matures February 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 3.68%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (1,100)
Fixed 4.176%; matures March 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 4.176%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ 277
Fixed 3.915%; matures March 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 3.915%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (470)
Fixed 4.450%; matures July 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 4.45%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ 1,497
Fixed 3.515%, matures December 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 3.515%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (2,412)
Fixed 3.512%; matures December 2026  
Derivative [Line Items]  
Derivative, fixed interest rate 3.512%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (2,427)
Fixed 3.453%; matures February 2027  
Derivative [Line Items]  
Derivative, fixed interest rate 3.453%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (2,807)
Fixed 4.150%; matures July 2027  
Derivative [Line Items]  
Derivative, fixed interest rate 4.15%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ 916
Fixed 3.748%; matures March 2028  
Derivative [Line Items]  
Derivative, fixed interest rate 3.748%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (1,784)
Fixed 3.526%; matures March 2028  
Derivative [Line Items]  
Derivative, fixed interest rate 3.526%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (3,452)
Fixed 3.993%; matures October 2029  
Derivative [Line Items]  
Derivative, fixed interest rate 3.993%
Notional Amount $ 350,000
Fair Value Asset (Liability) $ 329
Fixed 4.245%; matures November 2029  
Derivative [Line Items]  
Derivative, fixed interest rate 4.245%
Notional Amount $ 350,000
Fair Value Asset (Liability) $ 4,270
Fixed 3.300%; matures November 2029(1)  
Derivative [Line Items]  
Derivative, fixed interest rate 3.30%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (5,732)
Fixed 3.816%; matures November 2030(1)  
Derivative [Line Items]  
Derivative, fixed interest rate 3.816%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (1,399)
Fixed 3.551%; matures November 2030(1)  
Derivative [Line Items]  
Derivative, fixed interest rate 3.551%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ (4,330)
Fixed 3.950%; matures February 2031(2)  
Derivative [Line Items]  
Derivative, fixed interest rate 3.95%
Notional Amount $ 250,000
Fair Value Asset (Liability) $ 40
v3.25.0.1
Derivative Financial Instruments - Narrative (Details)
3 Months Ended 12 Months Ended
Dec. 31, 2022
USD ($)
derivativeInstrument
Mar. 31, 2022
USD ($)
Dec. 31, 2024
USD ($)
derivativeInstrument
Dec. 31, 2023
USD ($)
derivativeInstrument
Jun. 30, 2022
USD ($)
derivativeInstrument
Derivative Instruments, Gain (Loss) [Line Items]          
Amount to be reclassified from accumulated other comprehensive income to interest expense in the next twelve months     $ 5,900,000    
Net derivative liability position, aggregate fair value     0    
Interest rate swap terminated          
Derivative Instruments, Gain (Loss) [Line Items]          
Amount to be reclassified from accumulated other comprehensive income to interest expense in the next twelve months     13,300,000    
Interest Rate Swap And Collar Member          
Derivative Instruments, Gain (Loss) [Line Items]          
Amount to be reclassified from accumulated other comprehensive income to interest expense in the next twelve months     19,200,000    
Forward commitments to sell mortgage loans          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     377,500,000 $ 626,900,000  
Mortgage banking derivatives          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     $ 295,000,000.0 $ 195,000,000.0  
Number of derivative instruments held | derivativeInstrument     10 4  
Not designed as hedging instrument | Interest rate contract          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     $ 0    
Not designed as hedging instrument | Interest rate contract, qualified borrowers          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     13,300,000,000 $ 11,400,000,000  
Not designed as hedging instrument | Interest rate lock commitments          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     120,700,000 129,900,000  
Not designed as hedging instrument | Forward commitments to sell mortgage loans          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     377,500,000 626,900,000  
Not designed as hedging instrument | Commodity forward contracts          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     5,200,000 8,400,000  
Not designed as hedging instrument | Foreign exchange contracts          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     $ 97,100,000 $ 144,300,000  
Not designed as hedging instrument | Covered call options          
Derivative Instruments, Gain (Loss) [Line Items]          
Number of derivative instruments held | derivativeInstrument     0 0  
Interest rate derivatives designated as Cash Flow Hedges | Designated as hedging instrument          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     $ 7,700,000,000    
Interest rate derivatives designated as Cash Flow Hedges | Designated as hedging instrument | Interest rate swap terminated          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount   $ 1,000,000,000     $ 500,000,000
Derivative term   5 years      
Fair value of derivative contracts   $ 66,500,000      
Number of derivative instruments held | derivativeInstrument         2
Interest rate derivatives designated as Cash Flow Hedges | Designated as hedging instrument | Interest Rate Collars Terminated          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount $ 64,300,000        
Fair value of derivative contracts $ 875,000        
Number of derivative instruments terminated | derivativeInstrument 1        
Interest rate derivatives designated as Cash Flow Hedges | Designated as hedging instrument | Interest Rate Swap Terminated, Original Swap Maturing March 2023          
Derivative Instruments, Gain (Loss) [Line Items]          
Fair value of derivative contracts         $ 3,700,000
Interest rate derivatives designated as Cash Flow Hedges | Designated as hedging instrument | Interest Rate Swap Terminated, Original Swap Maturing April 2024          
Derivative Instruments, Gain (Loss) [Line Items]          
Fair value of derivative contracts         $ 10,700,000
Interest rate derivatives designated as Fair Value Hedges | Designated as hedging instrument | Interest rate swaps          
Derivative Instruments, Gain (Loss) [Line Items]          
Notional amount     $ 176,200,000    
Number of Interest rate derivatives | derivativeInstrument     13    
v3.25.0.1
Derivative Financial Instruments - Schedule of Amounts in Accumulated Other Comprehensive Income Related to Interest Rate Swaps Designated as Cash Flow Hedges (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
AOCI Attributable to Parent, Net of Tax [Roll Forward]    
Balance at beginning of period $ 5,399,526 $ 4,796,838
Balance at end of period 6,344,297 5,399,526
Accumulated unrealized gains (losses) on derivative instruments    
AOCI Attributable to Parent, Net of Tax [Roll Forward]    
Balance at beginning of period 32,049 7,381
Balance at end of period (11,227) 32,049
Interest rate contract    
AOCI Attributable to Parent, Net of Tax [Roll Forward]    
Amount reclassified from accumulated other comprehensive income or loss to interest income or expense on deposits, loans and other borrowings 72,674 55,846
Amount of loss recognized in other comprehensive income or loss (131,720) (22,334)
Interest rate contract | Accumulated unrealized gains (losses) on derivative instruments    
AOCI Attributable to Parent, Net of Tax [Roll Forward]    
Balance at beginning of period 43,538 10,026
Balance at end of period $ (15,508) $ 43,538
v3.25.0.1
Derivative Financial Instruments - Schedule of Carrying Amount of Hedged Assets/(Liabilities (Details) - Designated as hedging instrument - Interest rate swaps
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Interest and fees on loans  
Derivative [Line Items]  
Location of Gain or (Loss) Recognized in Income on Derivative $ (27)
Interest income - investment securities  
Derivative [Line Items]  
Location of Gain or (Loss) Recognized in Income on Derivative 0
Loans, net of unearned income  
Derivative [Line Items]  
Carrying Amount of the Hedged Assets/(Liabilities) 156,907
Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) (9,961)
Cumulative Amount of Fair Value Hedging Adjustment Remaining for any Hedged Assets/(Liabilities) for which Hedge Accounting has been Discontinued (56)
Available-for-sale debt securities  
Derivative [Line Items]  
Carrying Amount of the Hedged Assets/(Liabilities) 605
Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) (11)
Cumulative Amount of Fair Value Hedging Adjustment Remaining for any Hedged Assets/(Liabilities) for which Hedge Accounting has been Discontinued $ 0
v3.25.0.1
Derivative Financial Instruments - Schedule of Consolidated Statement of Income Related to Derivatives (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Interest rate swaps and caps | Trading gains (losses), net    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments $ 59 $ 765
Mortgage banking derivatives | Mortgage banking    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments 952 12,285
Commodity contracts | Trading gains (losses), net    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments 184 0
Foreign exchange contracts | Trading gains (losses), net    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments (84) 279
Covered call options | Fees from covered call options    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments 10,196 21,863
Derivative contract held as economic hedge on MSRs | Mortgage banking    
Derivative Instruments, Gain (Loss) [Line Items]    
Gains (losses) on derivative instruments $ (7,909) $ 1,280
v3.25.0.1
Derivative Financial Instruments - Schedule of Offsetting Assets / Offsetting Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Derivative Assets    
Gross Amounts Recognized $ 200,027 $ 275,726
Derivative Liabilities    
Gross Amounts Recognized 241,750 267,255
Interest rate contract    
Derivative Assets    
Gross Amounts Recognized 194,883 263,955
Less: Amounts offset in the Statements of Condition 0 0
Net amount presented in the Statements of Condition 194,883 263,955
Offsetting Derivative Positions (74,656) (76,514)
Collateral Posted (78,550) (144,899)
Net Credit Exposure 41,677 42,542
Derivative Liabilities    
Gross Amounts Recognized 239,970 255,126
Less: Amounts offset in the Statements of Condition 0 0
Net amount presented in the Statements of Condition 239,970 255,126
Offsetting Derivative Positions (74,656) (76,514)
Collateral Posted 0 0
Net Credit Exposure $ 165,314 $ 178,612
v3.25.0.1
Fair Values of Assets and Liabilities - Narrative (Details)
12 Months Ended
Dec. 31, 2024
USD ($)
$ / shares
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Dec. 31, 2021
USD ($)
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities $ 4,141,482,000 $ 3,502,915,000    
Loans held-for-investment 158,795,000 155,261,000    
MSRs 203,788,000 192,456,000 $ 230,225,000 $ 147,571,000
Individually assessed loans - foreclosure probable and collateral-dependent 119,325,000 91,153,000    
Estimate of Fair Value Measurement        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 4,141,482,000 3,502,915,000    
Remaining contractual principal balance outstanding, mortgage loans held-for-sale 335,900,000 291,700,000    
Remaining contractual principal balance outstanding, mortgage loans held-for-investment 157,800,000 156,900,000    
Non-performing        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Mortgage loans held-for-sale classified as nonaccrual 4,000,000 649,000    
Mortgage loans held-for-sale classified greater than 90 days past due and still accruing $ 59,300,000 26,600,000    
Weighted Average | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Life of loans 6 years 1 month 6 days      
Appraisal adjustment - cost of sale | Other real estate owned        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Other real estate owned, measurement input 0.10      
Measured at fair value on a recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Mortgage loans held-for-sale $ 331,261,000 292,722,000    
Loans held-for-investment 158,795,000 155,261,000    
MSRs 203,788,000 192,456,000    
Derivative assets 200,027,000 275,726,000    
Measured at fair value on a non-recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent 119,325,000      
Other real estate owned 23,116,000      
Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent 119,300,000      
Level 3 | Portion at Other than Fair Value Measurement        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent 0      
Level 3 | Measured at fair value on a recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Mortgage loans held-for-sale 60,399,000 26,835,000    
Loans held-for-investment 34,896,000 60,670,000    
MSRs 203,788,000 192,456,000    
Derivative assets $ 1,950,000 4,510,000    
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Weighted Average | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.1095      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Weighted Average | Mortgage loans held-for-sale        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0661      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Weighted Average | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0661      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Weighted Average | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.1095      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Minimum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.06      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Minimum | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.06      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Maximum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.18      
Level 3 | Measured at fair value on a recurring basis: | Discount rate | Maximum | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.18      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Weighted Average | Mortgage loans held-for-sale        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0069      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Weighted Average | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0117      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Minimum | Mortgage loans held-for-sale        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Minimum | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Maximum | Mortgage loans held-for-sale        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.20      
Level 3 | Measured at fair value on a recurring basis: | Credit discount | Maximum | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.39      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Weighted Average | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.0829      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Weighted Average | Loans held-for-investment        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0829      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Weighted Average | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.0829      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Minimum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.04      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Minimum | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.04      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Maximum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 0.90      
Level 3 | Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) | Maximum | Mortgage Servicing Rights        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Discount rate 0.90      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing | Weighted Average | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 76      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing | Minimum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input | $ / shares 70      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing | Maximum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input | $ / shares 200      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Weighted Average | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input 378      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Minimum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input | $ / shares 200      
Level 3 | Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Maximum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
MSRs, measurement input | $ / shares 1,000      
Level 3 | Measured at fair value on a recurring basis: | Pull-through rate | Weighted Average | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Derivatives, measurement input 0.8252      
Level 3 | Measured at fair value on a recurring basis: | Pull-through rate | Minimum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Derivatives, measurement input 0.01      
Level 3 | Measured at fair value on a recurring basis: | Pull-through rate | Maximum | Discounted cash flows        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Derivatives, measurement input 1      
Level 3 | Measured at fair value on a non-recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent $ 119,325,000      
Other real estate owned 23,116,000      
Municipal securities        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 184,593,000 140,958,000    
Municipal securities | Measured at fair value on a recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 184,593,000 140,958,000    
Municipal securities | Level 3 | Measured at fair value on a recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities $ 121,607,000 $ 86,237,000    
v3.25.0.1
Fair Values of Assets and Liabilities - Schedule of Balances of Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities $ 4,141,482 $ 3,502,915    
Equity securities with readily determinable fair value 215,412 139,268    
Loans held-for-investment 158,795 155,261    
MSRs 203,788 192,456 $ 230,225 $ 147,571
U.S. Treasury        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 37,907 6,968    
U.S. government agencies        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 44,945 45,124    
Municipal securities        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 184,593 140,958    
Measured at fair value on a recurring basis:        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Trading account securities 4,072 139,268    
Equity securities with readily determinable fair value 215,412 4,707    
Mortgage loans held-for-sale 331,261 292,722    
Loans held-for-investment 158,795 155,261    
MSRs 203,788 192,456    
Nonqualified deferred compensations assets 16,653 15,238    
Derivative assets 200,027 275,726    
Total financial assets 5,271,490 4,578,293    
Derivative liabilities 241,750 267,255    
Measured at fair value on a recurring basis: | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Trading account securities 0 131,202    
Equity securities with readily determinable fair value 207,346 0    
Mortgage loans held-for-sale 0 0    
Loans held-for-investment 0 0    
MSRs 0 0    
Nonqualified deferred compensations assets 0 0    
Derivative assets 0 0    
Total financial assets 245,253 138,170    
Derivative liabilities 0 0    
Measured at fair value on a recurring basis: | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Trading account securities 4,072 8,066    
Equity securities with readily determinable fair value 8,066 4,707    
Mortgage loans held-for-sale 270,862 265,887    
Loans held-for-investment 123,899 94,591    
MSRs 0 0    
Nonqualified deferred compensations assets 16,653 15,238    
Derivative assets 198,077 271,216    
Total financial assets 4,603,597 4,069,415    
Derivative liabilities 241,750 267,255    
Measured at fair value on a recurring basis: | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Trading account securities 0 0    
Equity securities with readily determinable fair value 0 0    
Mortgage loans held-for-sale 60,399 26,835    
Loans held-for-investment 34,896 60,670    
MSRs 203,788 192,456    
Nonqualified deferred compensations assets 0 0    
Derivative assets 1,950 4,510    
Total financial assets 422,640 370,708    
Derivative liabilities 0 0    
Measured at fair value on a recurring basis: | U.S. Treasury        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 37,907 6,968    
Measured at fair value on a recurring basis: | U.S. Treasury | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 37,907 6,968    
Measured at fair value on a recurring basis: | U.S. Treasury | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | U.S. Treasury | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | U.S. government agencies        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 44,945 45,124    
Measured at fair value on a recurring basis: | U.S. government agencies | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | U.S. government agencies | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 44,945 45,124    
Measured at fair value on a recurring basis: | U.S. government agencies | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | Municipal securities        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 184,593 140,958    
Measured at fair value on a recurring basis: | Municipal securities | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | Municipal securities | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 62,986 54,721    
Measured at fair value on a recurring basis: | Municipal securities | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 121,607 86,237    
Measured at fair value on a recurring basis: | Corporate notes        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 81,162 76,531    
Measured at fair value on a recurring basis: | Corporate notes | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | Corporate notes | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 81,162 76,531    
Measured at fair value on a recurring basis: | Corporate notes | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | Mortgage-backed        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 3,792,875 3,233,334    
Measured at fair value on a recurring basis: | Mortgage-backed | Level 1        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 0 0    
Measured at fair value on a recurring basis: | Mortgage-backed | Level 2        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities 3,792,875 3,233,334    
Measured at fair value on a recurring basis: | Mortgage-backed | Level 3        
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]        
Available-for-sale securities $ 0 $ 0    
v3.25.0.1
Fair Values of Assets and Liabilities - Schedule of Changes In Level 3 Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Mortgage loans held-for-sale    
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning Balance $ 26,835 $ 48,655
Net income 370 1,960
Other comprehensive income or loss 0 0
Purchases 0 0
Issuances 0 0
Sales 0 0
Settlements (48,555) (75,342)
Net transfers into Level 3 81,749 51,562
Ending Balance 60,399 26,835
Loans held-for-investment    
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning Balance 60,670 84,165
Net income (43) (103)
Other comprehensive income or loss 0 0
Purchases 0 0
Issuances 0 0
Sales 0 0
Settlements (43,525) (69,218)
Net transfers into Level 3 17,794 45,826
Ending Balance 34,896 60,670
MSRs    
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning Balance 192,456 230,225
Net income 11,332 (7,599)
Other comprehensive income or loss 0 0
Purchases 0 0
Issuances 0 0
Sales 0 (30,170)
Settlements 0 0
Net transfers into Level 3 0 0
Ending Balance 203,788 192,456
Derivative assets    
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning Balance 4,510 1,711
Net income (2,560) 2,799
Other comprehensive income or loss 0 0
Purchases 0 0
Issuances 0 0
Sales 0 0
Settlements 0 0
Net transfers into Level 3 0 0
Ending Balance 1,950 4,510
Municipal securities    
Fair Value, Assets Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]    
Beginning Balance 86,237 117,537
Net income 0 0
Other comprehensive income or loss (11,212) (7,152)
Purchases 84,839 36,688
Issuances 0 0
Sales 0 0
Settlements (38,257) (60,836)
Net transfers into Level 3 0 0
Ending Balance $ 121,607 $ 86,237
v3.25.0.1
Fair Values of Assets and Liabilities - Schedule of Assets Measured at Fair Value on a Nonrecurring Basis (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent $ 119,325 $ 91,153
Fair value losses - individually assessed loans - foreclosure probable and collateral-dependent 71,462  
Fair value losses - other real estate owned 207  
Fair value losses 71,669  
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent 119,300  
Measured at fair value on a non-recurring basis:    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent 119,325  
Other real estate owned 23,116  
Total financial assets 142,441  
Measured at fair value on a non-recurring basis: | Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent 0  
Other real estate owned 0  
Total financial assets 0  
Measured at fair value on a non-recurring basis: | Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent 0  
Other real estate owned 0  
Total financial assets 0  
Measured at fair value on a non-recurring basis: | Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually assessed loans - foreclosure probable and collateral-dependent 119,325  
Other real estate owned 23,116  
Total financial assets $ 142,441  
v3.25.0.1
Fair Values of Assets and Liabilities - Schedule of Valuation Techniques and Significant Unobservable Inputs Used to Measure Both Recurring and Non Recurring (Details)
Dec. 31, 2024
USD ($)
$ / shares
year
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Dec. 31, 2021
USD ($)
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Available-for-sale securities $ 4,141,482,000 $ 3,502,915,000    
Loans held-for-investment 158,795,000 155,261,000    
MSRs 203,788,000 192,456,000 $ 230,225,000 $ 147,571,000
Individually assessed loans - foreclosure probable and collateral-dependent 119,325,000 91,153,000    
Municipal securities        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Available-for-sale securities 184,593,000 140,958,000    
Level 3        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent 119,300,000      
Measured at fair value on a recurring basis:        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale 331,261,000 292,722,000    
Loans held-for-investment 158,795,000 155,261,000    
MSRs 203,788,000 192,456,000    
Derivative assets 200,027,000 275,726,000    
Measured at fair value on a recurring basis: | Municipal securities        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Available-for-sale securities 184,593,000 140,958,000    
Measured at fair value on a recurring basis: | Level 3        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale 60,399,000 26,835,000    
Loans held-for-investment 34,896,000 60,670,000    
MSRs 203,788,000 192,456,000    
Derivative assets 1,950,000 4,510,000    
Measured at fair value on a recurring basis: | Level 3 | Municipal securities        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Available-for-sale securities $ 121,607,000 $ 86,237,000    
Measured at fair value on a recurring basis: | Discount rate | Level 3 | Discounted cash flows        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale, measurement input 0.0661      
Measured at fair value on a recurring basis: | Discount rate | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input 0.0650      
MSRs, measurement input 0.06      
Measured at fair value on a recurring basis: | Discount rate | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input 0.0661      
MSRs, measurement input 0.18      
Measured at fair value on a recurring basis: | Discount rate | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale, measurement input 0.0661      
Loans held-for-investment, measurement input 0.0661      
MSRs, measurement input 0.1095      
Measured at fair value on a recurring basis: | Credit discount | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale, measurement input 0      
Loans held-for-investment, measurement input 0      
Measured at fair value on a recurring basis: | Credit discount | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale, measurement input 0.20      
Loans held-for-investment, measurement input 0.39      
Measured at fair value on a recurring basis: | Credit discount | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Mortgage loans held-for-sale, measurement input 0.0069      
Loans held-for-investment, measurement input 0.0117      
Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) - current loans | Level 3 | Discounted cash flows        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input 0.0829      
Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) - current loans | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input 0.04      
Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) - current loans | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input 0.90      
Measured at fair value on a recurring basis: | Constant prepayment rate (CPR) - current loans | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input 0.0829      
MSRs, measurement input 0.0829      
Measured at fair value on a recurring basis: | Average life - delinquent loans (in years) | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input | year 1.7      
Measured at fair value on a recurring basis: | Average life - delinquent loans (in years) | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input | year 11.3      
Measured at fair value on a recurring basis: | Average life - delinquent loans (in years) | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Loans held-for-investment, measurement input | year 6.1      
Measured at fair value on a recurring basis: | Cost of servicing | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input | $ / shares 70      
Measured at fair value on a recurring basis: | Cost of servicing | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input | $ / shares 200      
Measured at fair value on a recurring basis: | Cost of servicing | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input 76      
Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input | $ / shares 200      
Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input | $ / shares 1,000      
Measured at fair value on a recurring basis: | Cost of servicing - delinquent | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
MSRs, measurement input 378      
Measured at fair value on a recurring basis: | Pull-through rate | Level 3 | Discounted cash flows | Minimum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Derivatives, measurement input 0.01      
Measured at fair value on a recurring basis: | Pull-through rate | Level 3 | Discounted cash flows | Maximum        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Derivatives, measurement input 1      
Measured at fair value on a recurring basis: | Pull-through rate | Level 3 | Discounted cash flows | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Derivatives, measurement input 0.8252      
Measured at fair value on a non-recurring basis:        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent $ 119,325,000      
Other real estate owned 23,116,000      
Measured at fair value on a non-recurring basis: | Level 3        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Individually assessed loans - foreclosure probable and collateral-dependent 119,325,000      
Other real estate owned $ 23,116,000      
Measured at fair value on a non-recurring basis: | Appraisal adjustment - cost of sale | Level 3 | Appraisal value        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Impaired loans - collateral based, measurement input 0.10      
Other real estate owned, measurement input 0.10      
Measured at fair value on a non-recurring basis: | Appraisal adjustment - cost of sale | Level 3 | Appraisal value | Weighted Average        
Fair Value Measurement Inputs and Valuation Techniques [Line Items]        
Impaired loans - collateral based, measurement input 0.1000      
Other real estate owned, measurement input 0.1000      
v3.25.0.1
Fair Values of Assets and Liabilities - Schedule of Carrying Amounts and Estimated Fair Values of Financial Instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Financial Assets:    
Interest-bearing deposits with banks $ 4,409,753 $ 2,084,323
Available-for-sale securities 4,141,482 3,502,915
Held-to-maturity securities 2,910,550 3,215,468
Equity securities with readily determinable fair value 215,412 139,268
FHLB and FRB stock, at cost 281,407 205,003
Brokerage customer receivables 18,102 10,592
Mortgage loans held-for-sale, at fair value 331,261 292,722
Accrued interest receivable and other assets 1,739,334 1,551,899
Financial Liabilities:    
Federal Home Loan Bank advances 3,151,309 2,326,071
Other borrowings 534,803 645,813
Subordinated notes 298,283 437,866
Junior subordinated debentures 253,566 253,566
Carrying Value    
Financial Assets:    
Cash and cash equivalents 458,536 423,464
Interest-bearing deposits with banks 4,409,753 2,084,323
Available-for-sale securities 4,141,482 3,502,915
Held-to-maturity securities 3,613,263 3,856,916
Trading account securities 4,072 4,707
Equity securities with readily determinable fair value 215,412 139,268
FHLB and FRB stock, at cost 281,407 205,003
Brokerage customer receivables 18,102 10,592
Mortgage loans held-for-sale, at fair value 331,261 292,722
Nonqualified deferred compensation assets 16,653 15,238
Derivative assets 200,027 275,726
Accrued interest receivable and other assets 563,625 477,832
Total financial assets 62,308,630 53,420,537
Financial Liabilities:    
Non-maturity deposits 43,092,318 38,772,098
Deposits with stated maturities 9,420,031 6,625,072
Federal Home Loan Bank advances 3,151,309 2,326,071
Other borrowings 534,803 645,813
Subordinated notes 298,283 437,866
Junior subordinated debentures 253,566 253,566
Derivative liabilities 241,750 267,255
Accrued interest payable 48,364 51,116
Total financial liabilities 57,040,424 49,378,857
Carrying Value | Loans held-for-investment, at fair value    
Financial Assets:    
Loans held-for-investment 158,795 155,261
Carrying Value | Loans held-for-investment, at amortized cost    
Financial Assets:    
Loans held-for-investment 47,896,242 41,976,570
Fair Value    
Financial Assets:    
Cash and cash equivalents 458,536 423,464
Interest-bearing deposits with banks 4,409,753 2,084,323
Available-for-sale securities 4,141,482 3,502,915
Held-to-maturity securities 2,910,550 3,215,468
Trading account securities 4,072 4,707
Equity securities with readily determinable fair value 215,412 139,268
FHLB and FRB stock, at cost 281,407 205,003
Brokerage customer receivables 18,102 10,592
Mortgage loans held-for-sale, at fair value 331,261 292,722
Nonqualified deferred compensation assets 16,653 15,238
Derivative assets 200,027 275,726
Accrued interest receivable and other assets 563,625 477,832
Total financial assets 60,779,924 51,892,529
Financial Liabilities:    
Non-maturity deposits 43,092,318 38,772,098
Deposits with stated maturities 9,423,976 6,603,746
Federal Home Loan Bank advances 3,153,524 2,367,107
Other borrowings 534,406 643,755
Subordinated notes 286,683 413,501
Junior subordinated debentures 253,588 253,579
Derivative liabilities 241,750 267,255
Accrued interest payable 48,364 51,116
Total financial liabilities 57,034,609 49,372,157
Fair Value | Loans held-for-investment, at fair value    
Financial Assets:    
Loans held-for-investment 158,795 155,261
Fair Value | Loans held-for-investment, at amortized cost    
Financial Assets:    
Loans held-for-investment $ 47,070,249 $ 41,090,010
v3.25.0.1
Shareholders' Equity - Schedule of the Company's Common and Preferred Stock (Details) - $ / shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Common Stock:    
Shares authorized (in shares) 100,000,000 100,000,000
Shares issued (in shares) 66,560,182 61,268,566
Shares outstanding (in shares) 66,495,227 61,243,626
Cash dividend per share (usd per share) $ 1.80 $ 1.60
Preferred Stock:    
Shares authorized (in shares) 20,000,000 20,000,000
Shares issued (in shares) 5,011,500 5,011,500
Shares outstanding (in shares) 5,011,500 5,011,500
v3.25.0.1
Shareholders' Equity - Narrative (Details)
$ / shares in Units, $ in Millions
1 Months Ended 12 Months Ended
Jan. 31, 2025
$ / shares
Jun. 30, 2022
USD ($)
shares
May 31, 2020
USD ($)
$ / shares
shares
Jun. 30, 2015
USD ($)
$ / shares
shares
Dec. 31, 2024
$ / shares
Dec. 31, 2023
$ / shares
Dec. 31, 2022
$ / shares
Temporary Equity [Line Items]              
Cash dividends declared per common share (usd per share)         $ 1.80 $ 1.60 $ 1.36
Subsequent Event | O 2024 Q1 Dividends              
Temporary Equity [Line Items]              
Cash dividends declared per common share (usd per share) $ 0.50            
Subsequent Event | O 2024 A Dividends              
Temporary Equity [Line Items]              
Cash dividends declared per common share (usd per share) $ 2.00            
Series D Preferred Stock              
Temporary Equity [Line Items]              
Sale of stock (in shares) | shares       5,000,000      
Sale of stock, proceeds | $       $ 125.0      
Preferred stock, liquidation value per share (usd per share)       $ 25 $ 25 25  
Preferred stock, dividend rate       6.50%      
Series D Preferred Stock | London Interbank Offered Rate (LIBOR)              
Temporary Equity [Line Items]              
Preferred stock, dividend rate, variable spread       4.06%      
Series D Preferred Stock | Secured Overnight Financing Rate (SOFR)              
Temporary Equity [Line Items]              
Preferred stock, dividend rate, variable spread         4.06%    
Dividend rate, spread on floating rate         0.0026161    
Series E Preferred Stock              
Temporary Equity [Line Items]              
Sale of stock (in shares) | shares     11,500        
Sale of stock, proceeds | $     $ 287.5        
Preferred stock, liquidation value per share (usd per share)     $ 25,000   $ 25,000 $ 25,000  
Preferred stock, dividend rate     6.875%        
Series E Preferred Stock | US Treasury (UST) Interest Rate              
Temporary Equity [Line Items]              
Dividend rate, spread on floating rate     0.06507        
Depositary shares              
Temporary Equity [Line Items]              
Sale of stock (in shares) | shares     11,500,000        
Ratio of preferred stock to depositary shares     0.001        
Public Offering | Common stock              
Temporary Equity [Line Items]              
Sale of stock (in shares) | shares   3,450,000          
Sale of stock, proceeds | $   $ 285.7          
v3.25.0.1
Shareholders' Equity - Schedule of Components of Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Balance at beginning of period $ 5,399,526 $ 4,796,838 $ 4,498,688
Other comprehensive (loss) during the period, net of tax, before reclassifications (199,720) 26,257 (428,844)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax 52,681 40,303 (2,756)
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax (65) (155) (128)
Total other comprehensive (loss) income (147,104) 66,405 (431,728)
Balance at end of period 6,344,297 5,399,526 4,796,838
Total Accumulated Other Comprehensive (Loss) Income      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Balance at beginning of period (361,231) (427,636) 4,092
Balance at end of period (508,335) (361,231) (427,636)
Accumulated Unrealized (Losses) Gains on Securities      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Balance at beginning of period (350,697) (386,057) 8,724
Other comprehensive (loss) during the period, net of tax, before reclassifications (77,903) 36,214 (394,332)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax (915) (699) (321)
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax (65) (155) (128)
Total other comprehensive (loss) income (78,883) 35,360 (394,781)
Balance at end of period (429,580) (350,697) (386,057)
Accumulated unrealized gains (losses) on derivative instruments      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Balance at beginning of period 32,049 7,381 27,111
Other comprehensive (loss) during the period, net of tax, before reclassifications (96,872) (16,334) (17,295)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax 53,596 41,002 (2,435)
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax 0 0 0
Total other comprehensive (loss) income (43,276) 24,668 (19,730)
Balance at end of period (11,227) 32,049 7,381
Accumulated Foreign Currency Translation Adjustments      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Balance at beginning of period (42,583) (48,960) (31,743)
Other comprehensive (loss) during the period, net of tax, before reclassifications (24,945) 6,377 (17,217)
Amount reclassified from accumulated other comprehensive income or loss into net income, net of tax 0 0 0
Amount reclassified from accumulated other comprehensive income or loss related to amortization of unrealized gains on investment securities transferred to held-to-maturity from available-for-sale, net of tax 0 0 0
Total other comprehensive (loss) income (24,945) 6,377 (17,217)
Balance at end of period $ (67,528) $ (42,583) $ (48,960)
v3.25.0.1
Shareholders' Equity - Schedule of Reclassification from Accumulated Other Comprehensive Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Reclassification Adjustment out of Accumulated Other Comprehensive Income [Line Items]      
Gains (losses) on investment securities, net $ 2,428 $ 1,065 $ 439
Income tax expense 252,044 222,455 190,873
Interest on deposits 1,343,642 906,470 175,202
Net income 695,045 622,626 $ 509,682
Reclassification out of Accumulated Other Comprehensive Income | Accumulated unrealized gains on available-for-sale securities      
Reclassification Adjustment out of Accumulated Other Comprehensive Income [Line Items]      
Gains (losses) on investment securities, net 1,236 951  
Income before taxes 1,236 951  
Income tax expense (321) (252)  
Net income 915 699  
Reclassification out of Accumulated Other Comprehensive Income | Accumulated unrealized gains (losses) on derivative instruments      
Reclassification Adjustment out of Accumulated Other Comprehensive Income [Line Items]      
Income before taxes (72,674) (55,846)  
Income tax expense 19,078 14,844  
Interest on loans 87,306 74,616  
Interest on deposits (14,632) (19,559)  
Interest on other borrowings 0 789  
Net income $ (53,596) $ (41,002)  
v3.25.0.1
Segment Information - Narrative (Details)
12 Months Ended
Dec. 31, 2024
segment
subsidiary
Segment Reporting Information [Line Items]  
Number of reportable segments 3
Number of subsidiaries | subsidiary 16
Community Banking  
Segment Reporting Information [Line Items]  
Number of reportable segments 1
v3.25.0.1
Segment Information - Schedule of Segment Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Segment Reporting Information [Line Items]      
Interest income $ 3,477,597 $ 2,893,114 $ 1,747,443
Interest expense 1,515,062 1,055,250 252,081
Net interest income 1,962,535 1,837,864 1,495,362
Provision for credit losses 101,047 114,390 78,589
Non-interest income 488,325 434,106 461,053
Salaries 465,972 438,812 382,181
Commissions and incentive compensation 215,519 182,101 197,873
Benefits 135,617 127,100 116,053
Other segment items 585,616 564,486 481,164
Total non-interest expense 1,402,724 1,312,499 1,177,271
Income before taxes 947,089 845,081 700,555
Income tax expense 252,044 222,455 190,873
Net income 695,045 622,626 509,682
Total assets at end of year 64,879,668 56,259,934 52,949,649
Operating Segments      
Segment Reporting Information [Line Items]      
Interest income 3,437,582 2,858,005 1,717,264
Interest expense 1,515,062 1,055,250 252,081
Net interest income 1,922,520 1,802,755 1,465,183
Provision for credit losses 101,047 114,390 78,589
Non-interest income 567,318 505,576 520,882
Salaries 464,203 437,146 380,631
Commissions and incentive compensation 215,519 182,101 197,873
Benefits 135,617 127,100 116,053
Other segment items 626,363 602,513 512,364
Total non-interest expense 1,441,702 1,348,860 1,206,921
Income before taxes 947,089 845,081 700,555
Income tax expense 252,044 222,455 190,873
Net income 695,045 622,626 509,682
Total assets at end of year 64,879,668 56,259,934 52,949,649
Operating Segments | Community Banking      
Segment Reporting Information [Line Items]      
Interest income 3,001,500 2,462,103 1,411,485
Interest expense 1,465,237 1,021,128 231,287
Net interest income 1,536,263 1,440,975 1,180,198
Provision for credit losses 88,345 104,895 74,184
Non-interest income 279,845 263,023 298,572
Salaries 364,144 340,993 306,062
Commissions and incentive compensation 130,516 110,986 127,178
Benefits 106,994 100,190 91,875
Other segment items 500,327 484,263 401,183
Total non-interest expense 1,101,981 1,036,432 926,298
Income before taxes 625,782 562,671 478,288
Income tax expense 167,072 148,612 128,939
Net income 458,710 414,059 349,349
Total assets at end of year 52,500,643 44,355,786 41,368,200
Operating Segments | Specialty Finance      
Segment Reporting Information [Line Items]      
Interest income 405,317 362,035 266,238
Interest expense 49,030 32,991 19,557
Net interest income 356,287 329,044 246,681
Provision for credit losses 12,702 9,495 4,405
Non-interest income 119,339 105,992 97,701
Salaries 61,070 57,024 45,043
Commissions and incentive compensation 36,130 30,395 31,329
Benefits 18,686 17,070 15,812
Other segment items 91,479 82,024 80,600
Total non-interest expense 207,365 186,513 172,784
Income before taxes 255,559 239,028 167,193
Income tax expense 69,214 63,484 46,286
Net income 186,345 175,544 120,907
Total assets at end of year 11,234,012 10,664,887 9,826,254
Operating Segments | Wealth Management      
Segment Reporting Information [Line Items]      
Interest income 30,765 33,867 39,541
Interest expense 795 1,131 1,237
Net interest income 29,970 32,736 38,304
Provision for credit losses 0 0 0
Non-interest income 168,134 136,561 124,609
Salaries 38,989 39,129 29,526
Commissions and incentive compensation 48,873 40,720 39,366
Benefits 9,937 9,840 8,366
Other segment items 34,557 36,226 30,581
Total non-interest expense 132,356 125,915 107,839
Income before taxes 65,748 43,382 55,074
Income tax expense 15,758 10,359 15,648
Net income 49,990 33,023 39,426
Total assets at end of year 1,145,013 1,239,261 1,755,195
Intersegment Eliminations      
Segment Reporting Information [Line Items]      
Interest income 40,015 35,109 30,179
Interest expense 0 0 0
Net interest income 40,015 35,109 30,179
Provision for credit losses 0 0 0
Non-interest income (78,993) (71,470) (59,829)
Salaries 1,769 1,666 1,550
Commissions and incentive compensation 0 0 0
Benefits 0 0 0
Other segment items (40,747) (38,027) (31,200)
Total non-interest expense (38,978) (36,361) (29,650)
Income before taxes 0 0 0
Income tax expense 0 0 0
Net income 0 0 0
Total assets at end of year $ 0 $ 0 $ 0
v3.25.0.1
Condensed Parent Company Financial Statements - Schedule of Statements of Financial Condition (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Assets        
Cash and due from banks $ 452,017 $ 423,404    
Goodwill 796,942 656,672    
Total assets 64,879,668 56,259,934 $ 52,949,649  
Liabilities and Shareholders’ Equity        
Subordinated notes 298,283 437,866    
Other borrowings 534,803 645,813    
Junior Subordinated Debentures 253,566 253,566    
Shareholders’ equity 6,344,297 5,399,526 $ 4,796,838 $ 4,498,688
Total liabilities and shareholders’ equity 64,879,668 56,259,934    
Reportable Legal Entities | Parent Company        
Assets        
Cash and due from banks 196,969 262,680    
Available-for-sale debt securities and equity securities with readily determinable fair value 16,240 15,532    
Investment in and receivable from subsidiaries 6,674,426 5,842,160    
Goodwill 8,371 8,371    
Other assets 371,284 364,623    
Total assets 7,267,290 6,493,366    
Liabilities and Shareholders’ Equity        
Other liabilities 171,275 171,922    
Subordinated notes 298,283 437,866    
Other borrowings 199,869 230,486    
Junior Subordinated Debentures 253,566 253,566    
Shareholders’ equity 6,344,297 5,399,526    
Total liabilities and shareholders’ equity $ 7,267,290 $ 6,493,366    
v3.25.0.1
Condensed Parent Company Financial Statements - Schedule of Statements of Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income      
Other income (losses) $ 276,115 $ 238,587 $ 160,600
Expenses      
Salaries and employee benefits 817,108 748,013 696,107
Income before taxes 947,089 845,081 700,555
Income tax benefit (252,044) (222,455) (190,873)
Net income 695,045 622,626 509,682
Reportable Legal Entities | Parent Company      
Income      
Dividends and other revenue from subsidiaries 548,232 433,784 120,151
Other income (losses) (1,781) 1,729 (12,969)
Total income 546,451 435,513 107,182
Expenses      
Interest expense 49,306 53,612 36,522
Salaries and employee benefits 159,725 145,011 138,466
Other expenses 182,255 160,259 155,744
Total expenses 391,286 358,882 330,732
Income before taxes 155,165 76,631 (223,550)
Income tax benefit 79,684 72,260 70,490
Income (loss) before equity in undistributed net income of subsidiaries 234,849 148,891 (153,060)
Equity in undistributed net income of subsidiaries 460,196 473,735 662,742
Net income $ 695,045 $ 622,626 $ 509,682
v3.25.0.1
Condensed Parent Company Financial Statements - Schedule of Statements of Cash Flows (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Operating Activities:      
Net income $ 695,045 $ 622,626 $ 509,682
Adjustments to reconcile net income to net cash provided by operating activities      
Losses (gains) on available-for-sale debt securities and equity securities with readily determinable fair value, net 2,602 (1,525) 20,427
Depreciation and amortization 100,079 84,764 82,070
Deferred income tax benefit 11,011 (19,707) 22,057
Stock-based compensation expense 38,108 33,495 31,748
Increase in other assets (131,429) (205,428) (91,585)
Increase (decrease) in other liabilities (49,348) 164,606 377,396
Net Cash Provided by Operating Activities 721,557 744,376 1,375,000
Investing Activities:      
Net cash paid for acquisitions, net 531,308 (5,147) 0
Net Cash Used for Investing Activities (5,946,363) (3,237,816) (3,490,769)
Financing Activities:      
(Decrease) increase in other borrowings and junior subordinated debentures, net (83,674) 40,670 125,135
Repayment of subordinated note (140,000) 0 0
Proceeds from common stock offering, net 0 0 285,729
Issuance of common shares resulting from exercise of stock options and employee stock purchase plan 6,694 8,309 11,233
Dividends paid (143,280) (125,690) (108,210)
Common stock repurchases for tax withholdings related to stock-based compensation (3,936) (1,913) (304)
Net Cash Provided by Financing Activities 5,259,878 2,425,938 2,195,530
Net Increase (Decrease) in Cash and Cash Equivalents 35,072 (67,502) 79,761
Cash and Cash Equivalents at Beginning of Period 423,464 490,966 411,205
Cash and Cash Equivalents at End of Period 458,536 423,464 490,966
Reportable Legal Entities | Parent Company      
Operating Activities:      
Net income 695,045 622,626 509,682
Adjustments to reconcile net income to net cash provided by operating activities      
Losses (gains) on available-for-sale debt securities and equity securities with readily determinable fair value, net 913 (442) 7,018
Depreciation and amortization 35,627 25,840 27,642
Deferred income tax benefit (9,449) (6,176) (2,773)
Stock-based compensation expense 16,401 14,154 13,632
Increase in other assets (3,862) (3,978) (7,116)
Increase (decrease) in other liabilities 8,802 (6,059) (6,107)
Equity in undistributed net income of subsidiaries (460,196) (473,735) (662,742)
Net Cash Provided by Operating Activities 283,281 172,230 (120,764)
Investing Activities:      
Capital contributions to subsidiaries, net 0 0 (69,000)
Net cash paid for acquisitions, net (38) 0 0
Other investing activity, net (37,764) (25,965) (30,872)
Net Cash Used for Investing Activities (37,802) (25,965) (99,872)
Financing Activities:      
(Decrease) increase in other borrowings and junior subordinated debentures, net (30,668) (30,641) 117,381
Repayment of subordinated note (140,000) 0 0
Proceeds from common stock offering, net 0 0 285,729
Issuance of common shares resulting from exercise of stock options and employee stock purchase plan 6,694 8,309 11,233
Dividends paid (143,280) (125,690) (108,210)
Common stock repurchases for tax withholdings related to stock-based compensation (3,936) (1,913) (304)
Net Cash Provided by Financing Activities (311,190) (149,935) 305,829
Net Increase (Decrease) in Cash and Cash Equivalents (65,711) (3,670) 85,193
Cash and Cash Equivalents at Beginning of Period 262,680 266,350 181,157
Cash and Cash Equivalents at End of Period $ 196,969 $ 262,680 $ 266,350
v3.25.0.1
Earnings Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Earnings Per Share [Abstract]      
Net income $ 695,045 $ 622,626 $ 509,682
Less: Preferred stock dividends 27,964 27,964 27,964
Net income applicable to common shares $ 667,081 $ 594,662 $ 481,718
Weighted average common shares outstanding (in shares) 63,685 61,149 59,205
Effect of dilutive potential common shares:      
Common stock equivalents (in shares) 1,016 938 886
Average common shares and dilutive common shares (in shares) 64,701 62,087 60,091
Net income per common share:      
Basic (usd per share) $ 10.47 $ 9.72 $ 8.14
Diluted (usd per share) $ 10.31 $ 9.58 $ 8.02