DELL Dell Technologies Inc.

NEUTRAL Impact: 3/10 144
Horizon days Filed Jun 10, 2026 Processed 3d 13h ago SEC 0001193125-26-264497
Form 144 — notice of proposed sale of securities

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Executive Summary

Silver Lake Partners IV, L.P., a major Dell stockholder with board representation, filed a Form 144 to sell 32,290 shares of Class C Common Stock valued at approximately $12.9 million. This is a routine partial sale by a large institutional holder, not an executive insider, and represents a tiny fraction of Silver Lake's overall position, which has been actively selling in recent months.

Actionable Insight

This is a continuation of Silver Lake's methodical distribution of its Dell stake, not a new signal. The 32,290 share filing is small relative to the hundreds of thousands of shares Silver Lake has sold in recent weeks. No material price impact expected. Monitor for any acceleration in selling pace or a change in Silver Lake's ownership disclosure thresholds.

Key Facts

  • Silver Lake Partners IV, L.P. filed Form 144 to sell 32,290 shares of Dell Class C Common Stock.
  • Estimated aggregate value of proposed sale: $12,940,863.30.
  • Shares were acquired on June 9, 2026 via conversion of Class B Common Stock originally acquired in 2016.
  • Silver Lake and affiliates have been selling large blocks of Dell stock consistently from March through June 2026, with many transactions exceeding $10M each.
  • The filing notes the seller and affiliates are significant stockholders, and an affiliate executive serves on Dell's board.

Financial Impact

Proposed sale of $12.9M in Dell stock, a de minimis amount relative to Silver Lake's multi-billion-dollar stake and Dell's $260B market cap.

dilution

Risk Factors

  • Continued selling by Silver Lake could create overhang, but current pace is orderly and well-telegraphed.
  • No indication of distress or change in Dell's fundamentals from this filing.

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)0001193125-26-264497
Document: 0001193125-26-264497-index.html0001193125-26-264497
Document: 0001193125-26-264497.txt0001193125-26-264497
64 reports for DELL
Performance horizon
50% Hit rate 6 of 12 directional calls best @ T+60▲ +99.37%Feb 28, 2026
Filters
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Reports for DELL — sortable, filterable
Type Now
Jun 13, 2026
today
144
BEARISH ★ 5/10
awaiting T+1
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$395.50 awaiting T+1awaiting T+1$395.57 (+0.02%)
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$395.50 awaiting T+1awaiting T+1$395.57 (+0.02%)
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$395.50 awaiting T+1awaiting T+1$395.57 (+0.02%)
Jun 12, 2026
today
8-K
NEUTRAL ★ 4/10
$395.50 awaiting T+1awaiting T+1$395.57 (+0.02%)
Jun 12, 2026
today
144
NEUTRAL ★ 2/10
$405.25 awaiting T+1awaiting T+1$395.57 (−2.39%)
Jun 12, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$395.10 awaiting T+1awaiting T+1$395.57 (+0.12%)
Jun 11, 2026
1d ago
144
BEARISH ★ 5/10
$395.00 awaiting T+1awaiting T+1$395.57 (−0.14%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$391.50 awaiting T+1awaiting T+1$395.57 (+1.04%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$391.50 awaiting T+1awaiting T+1$395.57 (+1.04%)
Showing 10 of 64

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