Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CDW CorpCDW · Entity 3281 | See Remarks | September 10, 2026 | September 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CDW Corp
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 44,824.73 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 184.67 · Balance 44,824.73 F1: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2021 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2021 Long-Term Incentive Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 10, 2020 Filed Feb 12, 2020 18:00 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 2,730.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000027 · wf-form4_158154840818096.xml · nonDerivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,587.45 F1 · shares: Represents shares acquired upon the vesting of performance share units previously granted to the reporting person. Read SEC document |
| March 08, 2019 Filed Mar 8, 2019 16:55 UTC | CDW Corp CDW · Entity 3281 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,416 | $0.00 Strike: $95.57 | $0.00 |
DisclosureSEC source: 0001402057-19-000087 · wf-form4_155208213008387.xml · derivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,416 Underlying: Employee Stock Option (Right to Buy) · 14,416 shares Expires 2029-02-25 F1 · derivative.exercise_date: The options vest as to one third of the shares on each of February 25, 2020, 2021, and 2022. The grant was made under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 18:38 UTC | CDW Corp CDW · Entity 3281 | Tax withholdingCommon Stock, par value $0.01 | 1,608 | $93.85 | $150,910.80 |
DisclosureSEC source: 0001402057-19-000034 · wf-form4_155018749281327.xml · nonDerivative · entry 2 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,857.21 F2 · shares: Represents shares withheld to cover taxes incurred in connection with the settlement of performance share units. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 18:38 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 3,960.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000034 · wf-form4_155018749281327.xml · nonDerivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,465.21 F1 · shares: Represents shares acquired upon the vesting of performance share units previously granted to the reporting person. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 17:53 UTC | CDW Corp CDW · Entity 3281 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,421 | $0.00 Strike: $58.90 | $0.00 |
DisclosureSEC source: 0001402057-18-000239 · wf-form4_154214960701620.xml · derivative · entry 3 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,842 Underlying: Common Stock, par value $0.01 · 2,421 shares Expires 2027-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 7,263 options were granted of which one third of the shares vest on each of February 28, 2018, 2019, and 2020. The grant was made under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 17:53 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 2,421 | $89.25 | $216,074.25 |
DisclosureSEC source: 0001402057-18-000239 · wf-form4_154214960701620.xml · nonDerivative · entry 2 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,504.48 Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 17:53 UTC | CDW Corp CDW · Entity 3281 | Exercise / conversionCommon Stock, par value $0.01 | 2,421 | $58.90 | $142,596.90 |
DisclosureSEC source: 0001402057-18-000239 · wf-form4_154214960701620.xml · nonDerivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,925.48 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 17:05 UTC | CDW Corp CDW · Entity 3281 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,743 | $0.00 Strike: $73.49 | $0.00 |
DisclosureSEC source: 0001402057-18-000074 · wf-form4_152002834283007.xml · derivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,743 Underlying: Common Stock, par value $0.01 · 13,743 shares Expires 2028-02-27 F1 · derivative.exercise_date: The options vest as to one third of the shares on each of the first three anniversaries of the date of grant. The grant was made under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:08 UTC | CDW Corp CDW · Entity 3281 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,051 | $0.00 Strike: $37.79 | $0.00 |
DisclosureSEC source: 0001402057-18-000036 · wf-form4_151925087340327.xml · derivative · entry 4 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 · 2,051 shares Expires 2025-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vested as to one third of the shares on each of February 19, 2016, 2017 and 2018 . The grant was made under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:08 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 2,051 | $71.30 | $146,236.30 |
DisclosureSEC source: 0001402057-18-000036 · wf-form4_151925087340327.xml · nonDerivative · entry 3 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,504.48 F2 · price: The price reported is the average weighted price. The shares were sold in multiple transactions at prices ranging from $71.29 to $71.30, inclusive. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:08 UTC | CDW Corp CDW · Entity 3281 | Exercise / conversionCommon Stock, par value $0.01 | 2,051 | $37.79 | $77,507.29 |
DisclosureSEC source: 0001402057-18-000036 · wf-form4_151925087340327.xml · nonDerivative · entry 2 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,555.48 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:08 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 2,200 | $71.51 | $157,322.00 |
DisclosureSEC source: 0001402057-18-000036 · wf-form4_151925087340327.xml · nonDerivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,504.48 F1 · price: The price reported is the average weighted price. The shares were sold in multiple transactions at prices ranging from $71.51 to $71.525, inclusive. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 17:47 UTC | CDW Corp CDW · Entity 3281 | Tax withholdingCommon Stock, par value $0.01 | 1,657 | $70.38 | $116,619.66 |
DisclosureSEC source: 0001402057-18-000032 · wf-form4_151873484722664.xml · nonDerivative · entry 2 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704.48 F2 · shares: Represents shares withheld to cover taxes incurred in connection with the settlement of performance share units. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 17:47 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4,055.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000032 · wf-form4_151873484722664.xml · nonDerivative · entry 1 KULEVICH FREDERICK J. · CIK 0001719308 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361.48 F1 · shares: Represents shares acquired upon the vesting of performance share units previously granted to the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.