CD&R Reports a $13.73 Million $REZI Buy

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Resideo Technologies $REZI – CD&R Investment Associates XII filed a Form 4 for $13.73 million.

Private-equity accumulation in this name continues – serious conviction continues as shares made a new all-time high yesterday. 

📌 Scotts Miracle-Gro $SMG – CFO Mark Scheiwer reported a $109,763 purchase in a Form 4 filing.

Small nibble in a name that continues to show signs of accumulation. 

Here’s The Hot Corner, with data from September 4, 2025:

Click the table to enlarge it.

📌 Rocket Companies $RKT – Nuveen raised its stake from 7.60% to 10.30%, according to a 13G filing.

Crossing 10% is no casual move – meaningful institutional vote. The trend reversal continues. 

📌 Congressional Corner – Rep. Cleo Fields disclosed a broad and aggressive basket of tech stock and semiconductor purchases::

• Nvidia $NVDA: $660,000 to $1.65 million
• Taiwan Semiconductor Manufacturing $TSM: $432,000 to $980,000
• Meta Platforms $META: $300,000 to $750,000
• Microsoft $MSFT: $250,000 to $600,000
• Amazon.com $AMZN: $165,000 to $400,000
• Alphabet $GOOG: $100,000 to $250,000
• Broadcom $AVGO: $80,000 to $200,000
• Palantir Technologies $PLTR: $50,000 to $100,000
• Advanced Micro Devices $AMD: $30,000 to $100,000
• Apple $AAPL: $16,000 to $65,000
• Figma $FIG: $16,000 to $65,000