DELL Dell Technologies Inc.

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon days Filed Jun 12, 2026 Processed 8d 10h ago
Insider cluster: 5 insiders, $2.1M total
Latest settled — T+1d ⚠ clustered
DELL ▼ -1.24% at T+1d
NEUTRAL call ✗ call lost -1.24% · α vs SPY -0.67% · entry $409.07 → $403.99
Next anchor: T+5d tomorrow
Last close $409.50 (close Jun 18) · +0.11% from $409.07 entry
Entry anchored
Jun 12, 04:40 PM ET
via Databento tick
T+1d
-1.24%
call -1.24% · α -0.67%
$403.99
settled 6d ago
T+5d
call — · α —
tomorrow
T+20d
call — · α —
in 22d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Silver Lake-affiliated directors (10% owners) sold ~$2.11M in DELL stock over a 7-day window, predominantly on June 9-10, 2026. The sales coincide with the execution of derivative exercises and a new $253.7B credit agreement filed on June 10, suggesting the selling is likely liquidity-driven (option exercise cash-out) rather than a bearish signal. At 0.0008% of market cap, the dollar amount is trivial and does not indicate material insider concern.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
5

Actionable Insight

The cluster is a routine liquidity event by a major private-equity shareholder (Silver Lake) following derivative exercises. No bearish signal for DELL. Monitor for any additional Silver Lake selling above 0.5% of market cap, which would be more meaningful.

Key Facts

  • Silver Lake entities (directors and 10% owners) sold ~$2.11M in open-market sales over June 9-10, 2026.
  • All sales were preceded by derivative exercises at $0 strike (non-cash), indicating a typical cash-out pattern.
  • Total open-market sales represent ~0.0008% of DELL's $253.7B market cap — immaterial.
  • A new $253.7B credit agreement was filed on June 10, 2026, the same day as the largest sales.
  • No C-suite executives (CEO, CFO, etc.) participated in the cluster; all sellers are Silver Lake investment entities.

Financial Impact

Total open-market sales of ~$2.11M, or ~0.0008% of market cap. Non-cash derivative exercises and gifts add $0 economic value.

dilutioninsider ownership

Risk Factors

  • Silver Lake is a large holder; continued selling could indicate gradual de-risking, but current volume is negligible.
  • The new credit agreement may involve financial covenants that could constrain leverage, but no material risk flagged.

Market Snapshot

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

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DELL-1781301214339
75 reports for DELL
Performance horizon
61% Hit rate 11 of 18 directional calls best @ T+20▲ +105.68%May 4, 2026
Filters
Rows
Reports for DELL — sortable, filterable
Type Now
Jun 17, 2026
3d ago
8-K
NEUTRAL ★ 2/10
$420.75 awaiting T+1awaiting T+1$409.50 (−2.67%)
Jun 17, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$420.75 awaiting T+1awaiting T+1$409.50 (−2.67%)
Jun 16, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$419.32 $409.50▼ −2.34%▼ −3.12%$409.50 (−2.34%)
Jun 16, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$419.32 $409.50▼ −2.34%▼ −3.12%$409.50 (−2.34%)
Jun 16, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$419.32 $409.50▼ −2.34%▼ −3.12%$409.50 (−2.34%)
Jun 16, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$419.32 $409.50▼ −2.34%▼ −3.12%$409.50 (−2.34%)
Jun 16, 2026
4d ago
8-K
NEUTRAL ★ 3/10
$419.32 $409.50▼ −2.34%▼ −3.12%$409.50 (−2.34%)
Jun 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$404.08 $419.32▲ +3.77%▲ +5.02%$409.50 (+1.34%)
Jun 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$404.08 $419.32▲ +3.77%▲ +5.02%$409.50 (+1.34%)
Jun 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$404.08 $419.32▲ +3.77%▲ +5.02%$409.50 (+1.34%)
Showing 10 of 75

US Market Status

Market Closed — Opens Mon (29h 36m)

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