Disclosed positions

Estimated from their latest filings — positions may have changed since

$5.05M

combined est. value

Stock	Shares	Price	Value	Weight	As of
CDWCDW Corp	23,507	$144.39	$3.39M	67%	2026-02-13
WTFCWINTRUST FINANCIAL CORP	8,950	$161.74	$1.45M	29%	2026-06-30
WTFCNWINTRUST FINANCIAL CORP	8,006	$26.18	$209.6K	4%	2025-12-31

CDW

CDW Corp

$3.39M

23,507 sh

WTFC

WINTRUST FINANCIAL CORP

$1.45M

8,950 sh

WTFCN

WINTRUST FINANCIAL CORP

$209.6K

8,006 sh

All filings on record

Every Form 4 transaction we track for this filer

all 10buys 0sells 0

Stock	Transaction	Date	~6mo later
WTFCWINTRUST FINANCIAL CORP	Grant $65.9K · 474 sh	2026-06-30	—
CDWCDW Corp	Return $123.2K · 971 sh	2026-02-13	—
CDWCDW Corp	Grant — · 2,086 sh	2026-02-13	—
WTFCNWINTRUST FINANCIAL CORP	Grant $56.6K · 427 sh	2025-12-31	—
CDWCDW Corp	Grant $6.1K · 41 sh	2025-12-10	—
CDWCDW Corp	Tax $51.5K · 363 sh	2025-11-24	—
WTFCNWINTRUST FINANCIAL CORP	Grant $54.8K · 442 sh	2025-09-30	—
CDWCDW Corp	Grant — · 36 sh	2025-09-10	—
WTFCNWINTRUST FINANCIAL CORP	Grant $54.5K · 485 sh	2025-06-30	—
CDWCDW Corp	Grant — · 34 sh	2025-06-10	—

WTFCGrant

2026-06-30 · WINTRUST FINANCIAL CORP

$65.9K

—

CDWReturn

2026-02-13 · CDW Corp

$123.2K

—

CDWGrant

2026-02-13 · CDW Corp

2,086

—

WTFCNGrant

2025-12-31 · WINTRUST FINANCIAL CORP

$56.6K

—

CDWGrant

2025-12-10 · CDW Corp

$6.1K

—

CDWTax

2025-11-24 · CDW Corp

$51.5K

—

WTFCNGrant

2025-09-30 · WINTRUST FINANCIAL CORP

$54.8K

—

CDWGrant

2025-09-10 · CDW Corp

36

—

WTFCNGrant

2025-06-30 · WINTRUST FINANCIAL CORP

$54.5K

—

CDWGrant

2025-06-10 · CDW Corp

34

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.