DELL Dell Technologies Inc.

BEARISH Impact: 5/10 144
Horizon days Filed Jun 3, 2026 Processed 2d 18h ago SEC 0001193125-26-254183
Form 144 — notice of proposed sale of securities

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Executive Summary

Silver Lake Partners IV, L.P. filed a Form 144 on June 2, 2026, indicating intent to sell 196,075 shares of Dell Class C Common Stock, with an approximate market value of $91.4 million based on the filing price. Silver Lake is a significant stockholder and its affiliate holds a board seat, making this a material insider selling signal from a major private equity backer.

Actionable Insight

Silver Lake's continued selling pattern since March 2026 suggests a systematic exit by the private equity sponsor. Traders should monitor for additional Form 144 filings or a potential secondary offering. The $91.4 million proposed sale is modest relative to Dell's $302.7B market cap but signals ongoing sponsor distribution.

Key Facts

  • Silver Lake Partners IV, L.P. filed Form 144 to sell 196,075 shares of Dell Class C Common Stock.
  • Estimated aggregate market value of proposed sale: approximately $91.4 million.
  • Silver Lake is a significant stockholder and an affiliate executive serves on Dell's board.
  • The shares were acquired upon conversion of Class B Common Stock originally acquired in 2016.
  • Silver Lake entities have been selling Dell shares consistently since March 2026 across multiple transactions.

Financial Impact

Proposed sale of ~$91.4 million in Dell Class C Common Stock by Silver Lake Partners IV, L.P.

dilutioninsider selling

Risk Factors

  • Silver Lake may execute additional sales, increasing overhang on the stock.
  • Continued insider selling could pressure the stock price if market interprets it as lack of confidence.
  • The filing is only an intent to sell; actual sale may not occur or may be at different prices.

Market Snapshot

Exchange
NYSE
Sector
Electronic Computers
Analyst Consensus
74% bullish (34 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001193125-26-254183
Document: 0001193125-26-254183-index.html0001193125-26-254183
Document: 0001193125-26-254183.txt0001193125-26-254183
29 reports for DELL
Performance horizon
44% Hit rate 4 of 9 directional calls best @ T+60▲ +99.37%Feb 28, 2026
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Reports for DELL — sortable, filterable
Type Now
Jun 5, 2026
today
144
BEARISH ★ 5/10
awaiting T+20
Jun 4, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$416.00 awaiting T+20awaiting T+20$397.81 (−4.37%)
Jun 4, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Jun 4, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
Jun 4, 2026
today
144
NEUTRAL ★ 4/10
$422.34 awaiting T+20awaiting T+20$397.81 (−5.81%)
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
Jun 4, 2026
1d ago
144
NEUTRAL ★ 4/10
awaiting T+20
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+20
Showing 10 of 29

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