Christine A Leahy

Christine A Leahy purchased 4,830 CDW shares at $103.40 for $499,397.85; stock has fallen 22.1% in 30 days

Christine A Leahy purchased 4,830 shares of CDW at $103.40, expanding her holdings by 2.6% to 193,356 shares total. The purchase occurs against a backdrop of significant recent price weakness: CDW has declined 22.1% over the past 30 days and 16.0% over 90 days, trading 45.7% below its 52-week high of $192.30. Her cross-ticker track record shows mixed timing outcomes (1 prior buy with +4.4% average 30-day return, but -9.8% average 90-day return with a 0.00% win rate on buys), while her same-ticker history at CDW is more promising, with 4 of 5 prior trades well-timed at the 90-day mark and her prior buy on 2024-08-01 showing +4.4% 30-day performance. Fundamentals remain stable with CDW reporting $5.7B in quarterly revenue, $235.4M net income, and a P/E of 12.38. This purchase occurs during material recent underperformance, making it notable for its timing relative to price momentum, though the modest share increase relative to her existing holdings suggests measured rather than aggressive accumulation.

CDW exec LEAHY CHRISTINE A sold 40,917 shares in 4 transactions for $7,423,292.63, reducing holdings by 22.0%

LEAHY CHRISTINE A executed 4 separate sales totaling 40,917 shares for $7,423,292.63 on May 8, 2025, at prices ranging from $179.99 to $182.85 (blended average $181.42), reducing her position by 22.0% to 144,930 shares post-transaction. The sales occurred as CDW stock trades at $178.94, approximately 25.4% below its 52-week high of $239.84, having risen 12.2% over the prior 30 days despite a 6.8% decline over 90 days. Her same-ticker history at CDW shows a prior buy on 2024-08-01 with poor 90-day timing (stock declined afterward), suggesting limited predictive accuracy with this company's stock movements. The transaction scale and timing relative to recent price strength warrant examination of whether the sales reflect balance-sheet actions or other non-conviction-driven factors.

CDW insider LEAHY CHRISTINE A bought 1.2K shares at $216.15 on 2024-08-01 (now -19.8% from 52-week high)

LEAHY CHRISTINE A purchased 1,200 shares of CDW at $216.15 on 2024-08-01, expanding her holdings to 102.2K shares. The transaction occurred during a period of price weakness: the stock is currently -4.4% over the past 30 days and -6.4% over 90 days, and trades 19.8% below its 52-week high of $257.87. Her prior three sales at CDW (all on 2023-11-15) showed no well-timed instances at the 90-day mark, with post-sale returns averaging +8.5% to +9.0%, indicating she sold ahead of rallies rather than declines. The company's fundamentals show revenue contraction (annual growth of -10.0%), though with a respectable P/E of 24.90 and market cap of $27.6B. This buy follows a pattern of prior selling at higher prices but provides no direct visibility into forward conviction given the absence of timing signal from her cross-ticker history (3 prior sells, 0% well-timed rate).