DELL Dell Technologies Inc.

NEUTRAL Impact: 2/10 Insider Cluster (6 insiders)
Horizon days Filed Jun 11, 2026 Processed 1d 16h ago
Insider cluster: 6 insiders, $2.5M total

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Executive Summary

A cluster of insider sales at Dell Technologies totaling ~$2.49M over a 7-day window, predominantly by Silver Lake directors and the Chief Accounting Officer. The sales represent roughly 0.001% of Dell's $240B market capitalization, making them immaterial and likely driven by liquidity or tax-related distribution, not informational.

Key Financial Metrics

Direction
selling
Total Value
$2.5M
Insiders
6

Actionable Insight

This insider cluster is too small to generate a trading signal. No directional read-through for DELL. Continue to monitor for large-scale insider activity (>0.5% of market cap) or a catalyst from the concurrent credit agreement filing, which is a more significant event.

Key Facts

  • Six insiders executed open-market sales totaling $2.49M between June 2-9, 2026.
  • Sales by Silver Lake entities (directors, 10% owners) constitute the vast majority of the volume.
  • Sharp Richard Troy (Chief Accounting Officer) sold 1,300 shares at $438.43 for $570K.
  • Combined open-market sales equal ~0.001% of Dell's $240.2B market cap—trivial.
  • Multiple non-cash derivative exercises, gifts, and other dispositions were also filed but carry no economic signal.

Financial Impact

$2.49M in open-market insider sales vs. $240.2B market cap (0.001%)

insider holdings

Risk Factors

  • Insider sales are negligible and likely liquidity-driven; no material risk indicated.
  • The credit agreement signed on June 10, 2026, may have greater implications for capital structure but is unrelated to this cluster.

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-1781213242864
64 reports for DELL
Performance horizon
50% Hit rate 6 of 12 directional calls best @ T+60▲ +99.37%Feb 28, 2026
Filters
Rows
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

US Market Status

Market Closed — Opens Mon (47h 59m)

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