SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Kumar Mukesh | See Remarks | 2026-08-17 | Tax withholding | 1147 | $160K |
| CONNELLY ELIZABETH H. | See Remarks | 2026-08-07 | Option exercise | 11795 | $1.1M |
| CONNELLY ELIZABETH H. | See Remarks | 2026-08-07 | Option exercise | 14900 | $1.5M |
| CONNELLY ELIZABETH H. | See Remarks | 2026-08-07 | Open-market sell | 26695 | $3.7M |
| NELMS DAVID W | Director | 2026-07-01 | Grant/award | 229 | $0 |
| Swedish Joseph | Director | 2026-07-01 | Grant/award | 208 | $0 |
| ADDICOTT VIRGINIA C. | Director | 2026-06-10 | Grant/award | 90 | $12K |
| BELL JAMES A | Director | 2026-06-10 | Grant/award | 105 | $14K |
| CLARIZIO LYNDA M | Director | 2026-06-10 | Grant/award | 8 | $1K |
| CONNELLY ELIZABETH H. | See Remarks | 2026-06-10 | Grant/award | 88 | $11K |
| Foxx Anthony R | Director | 2026-06-10 | Grant/award | 33 | $4K |
| Grier Kelly J | Director | 2026-06-10 | Grant/award | 8 | $1K |
| Jones Marc Ellis | Director | 2026-06-10 | Grant/award | 22 | $3K |
| KULEVICH FREDERICK J. | See Remarks | 2026-06-10 | Grant/award | 65 | $8K |
| Kumar Mukesh | See Remarks | 2026-06-10 | Grant/award | 105 | $14K |
| LEAHY CHRISTINE A | See Remarks, Director | 2026-06-10 | Grant/award | 298 | $39K |
| LOCY PETER R | See Remarks | 2026-06-10 | Grant/award | 19 | $2K |
| MIRALLES ALBERT JOSEPH JR | See Remarks | 2026-06-10 | Grant/award | 108 | $14K |
| NELMS DAVID W | Director | 2026-06-10 | Grant/award | 161 | $21K |
| Sanderson Katherine Elizabeth | See Remarks | 2026-06-10 | Grant/award | 65 | $8K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Debt structure improved materially — covenant restrictions and $635M of variable-rate exposure were removed — but new competitive, operational, and macro risks offset the gains. Hyperscaler channel encroachment (AWS, Google, Microsoft) and AI-driven memory/storage shortages represent concrete, newly disclosed threats to margins and supply continuity. Government spending risk also deepened with added language around funding delays and prolonged shutdowns, compounding an otherwise mixed picture.
3 company-specific · 2 eased/removed · 2 common-mode
New specific disclosure of AI-driven memory/storage shortage causing extended lead times and higher pricing, with risk of finished goods shortages. Concrete example escalates generic supply chain risk.
The interruption of the flow of products from suppliers could disrupt our supply chain. Our business depends on the timely supply of products in order to meet the demands of our customers.…
New material disclosures: interest rate risk on $635M variable-rate debt, covenant breach consequences, holding company cash flow dependency, and subsidiary dividend restrictions.
Risks Related to Our Indebtedness Our level of indebtedness and obligations pursuant to the agreements and instruments reflecting our indebtedness could adversely affect our business, results of…
New disclosure of hyperscaler marketplace threat (AWS, Google, Microsoft) and evolving partner models that could limit channel access, pressure margins, and restrict participation—a material competitive escalation.
Substantial competition could reduce our market share and significantly harm our financial performance. We operate in a highly competitive industry and compete with resellers, manufacturers who sell…
Removal of detailed covenant restrictions and default acceleration risk indicates material improvement in debt flexibility and financial stability.
Restrictive covenants under our senior credit facilities and, to a lesser degree, our indentures may adversely affect our operations and liquidity. Our senior credit facilities and, to a lesser…
Removal of $635M variable rate debt exposure eliminates material interest rate risk. Suggests debt refinancing or paydown materially reduced exposure.
Variable rate indebtedness subjects us to interest rate risk, which could cause our debt service obligations to increase significantly. Certain of our borrowings, primarily borrowings under our…
Added explicit risk that failure to capitalize on AI growth opportunities could adversely impact business, results, and cash flows—a new operational/financial consequence.
Issues relating to the use or capabilities of AI, including social, ethical, and safety issues, in hardware, software, and services offerings may result in reputational harm, liability, or increased…
Added "funding delays" and "prolonged" shutdowns; new vendor supply-chain risk. Escalates government spending uncertainty impact.
Decreases or delays in spending on technology products and services by our customers due to, among other things, customer spending decisions and government spending and funding policies may have an…
CDW Corporation disclosed its second quarter 2026 financial results via press release dated August 5, 2026, reporting net sales of $6,572.2M (up 10.0%), net income of $274.4M (up 1.2%), and diluted EPS of $2.15 (up 5.1%), along with segment performance and forward-looking guidance.
View raw filing on EDGAR →The Board of Directors declared a quarterly cash dividend of $0.630 per common share, payable on September 10, 2026 to stockholders of record as of August 25, 2026.
View raw filing on EDGAR →Albert J. Miralles, Chief Financial Officer and Executive Vice President, announced his intention to retire in 2027 following an orderly transition period. The announcement includes compensatory arrangements for the transition, with Miralles to serve as Executive Advisor at a reduced salary of $60,000 with no incentive awards post-March 2027.
View raw filing on EDGAR →CDW stockholders voted at the Annual Meeting held on May 26, 2026, on five proposals: election of nine directors, advisory vote on named executive officer compensation, ratification of Ernst & Young LLP as auditor, approval of a Certificate of Incorporation amendment permitting written consent, and a stockholder proposal on independent board chair requirements. The filing discloses detailed voting tallies including For, Against, Abstentions, and Broker Non-Votes for each proposal.
View raw filing on EDGAR →