DELL Dell Technologies Inc.
Price Chart
Executive Summary
Silver Lake entities, directors and 10% owners of Dell, sold a total of $5.19M in open-market shares on June 1, 2026, following the company's record Q1 FY27 earnings beat and raised guidance. The sales are modest relative to Dell's $282.8B market cap (0.002%) and are largely offset by concurrent derivative exercises and gifts, indicating routine portfolio management rather than a bearish signal.
Key Financial Metrics
Actionable Insight
The insider sales are negligible in size and come from a private equity entity (Silver Lake) that regularly exercises and sells shares as part of its exit strategy. No C-suite selling. The cluster does not signal any deterioration in Dell's fundamentals following its record earnings. Ignore for trading purposes.
Key Facts
- Two Silver Lake entities sold a combined 29,273 shares for $13.0M in open-market sales on June 1, 2026.
- Total open-market sales of $5.19M represent ~0.002% of Dell's $282.8B market cap — trivial.
- Silver Lake also exercised 620,908 derivative shares at $0 and made a gift of 24,091 shares — non-cash events with no economic impact.
- Sales occurred 6 days after Dell reported record Q1 FY27 revenue of $43.8B (+88% YoY) and raised FY27 revenue guidance to $167B.
- The cluster is entirely composed of Silver Lake entities (directors and 10% owners), not C-suite executives.
Financial Impact
Total open-market sales of $13.0M, or 0.005% of market cap — immaterial.
Risk Factors
- Silver Lake may continue to sell shares over time as part of its distribution to limited partners, creating modest overhang.
- No C-suite insider buying to offset the selling pattern.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DELL-1780535346050 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 13, 2026
2d ago
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144
| — | awaiting T+1 | — | — |
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Jun 12, 2026
2d ago
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Insider Cluster
| $395.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+0.02%) |
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Jun 12, 2026
2d ago
|
Insider Cluster
| $395.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+0.02%) |
|
Jun 12, 2026
2d ago
|
Insider Cluster
| $395.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+0.02%) |
|
Jun 12, 2026
2d ago
|
8-K
| $395.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+0.02%) |
|
Jun 12, 2026
2d ago
|
144
| $405.25 awaiting T+1 | awaiting T+1 | — | $395.57 (−2.39%) |
|
Jun 12, 2026
2d ago
|
Institutional Cluster
| $395.10 awaiting T+1 | awaiting T+1 | — | $395.57 (+0.12%) |
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Jun 11, 2026
3d ago
|
144
| $395.00 awaiting T+1 | awaiting T+1 | — | $395.57 (−0.14%) |
|
Jun 11, 2026
3d ago
|
Insider Cluster
| $391.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+1.04%) |
|
Jun 11, 2026
3d ago
|
Insider Cluster
| $391.50 awaiting T+1 | awaiting T+1 | — | $395.57 (+1.04%) |
US Market Status
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