DELL Dell Technologies Inc.

NEUTRAL Impact: 5/10 Insider Cluster (5 insiders)
Horizon days Filed Mar 18, 2026 Processed 2mo ago
Insider cluster: 3 insiders, $5.9M total
Latest settled — T+20d ⚠ clustered
DELL ▲ +29.24% at T+20d
NEUTRAL call ✓ call won +29.24% · α vs SPY +23.19% · entry $149.20 → $192.82
Next anchor: T+60d tomorrow
Last close $400.77 (close Jun 8) · +168.62% from $149.20 entry
Entry anchored
Mar 17, 06:13 PM ET
via Databento tick
T+1d
+4.75%
call +4.75% · α +5.01%
$156.28
settled 3mo ago
T+5d
+22.95%
call +22.95% · α +23.67%
$183.44
settled 3mo ago
T+20d
+29.24%
call +29.24% · α +23.19%
$192.82
settled 8w ago
T+60d
call — · α —
tomorrow

Price Chart

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Executive Summary

Multiple Dell insiders, including C-suite executives and director-affiliated entities, engaged in a cluster of transactions over the past week. The activity includes significant open-market sales totaling $11.4M, primarily from derivative exercises followed by sales to cover taxes and for other purposes, with the largest sale coming from CMO Jane Tunnell.

Key Financial Metrics

Direction
selling
Total Value
$11.4M
Insiders
5

Actionable Insight

The selling is largely tied to tax obligations and routine post-vesting dispositions following equity awards, not broad-based negative sentiment. Monitor for continued selling beyond tax needs or participation from additional C-suite members.

Key Facts

  • Chief Marketing Officer Jane Tunnell sold 28,529 shares for $4.35M in open-market transactions.
  • SLTA IV and SLTA V (GP), L.L.C., director-affiliated entities, collectively exercised over 280,000 derivative securities and sold 34,678 shares for $5.49M to cover taxes and for other reasons.
  • CHRO Jennifer Saavedra was granted 77,312 shares and surrendered 7,835 shares ($1.19M) for tax withholding.
  • CCO William Scannell was granted 125,172 shares (non-cash, $0 value).
  • Total open-market sales in the cluster amount to $11.4M over 7 days, up from $6.6M in the prior 30-day window.

Financial Impact

$11.4 million in insider sales over 7 days, representing 0.011% of Dell's $101.2B market cap

insider ownershipshare countdilution

Risk Factors

  • Perception of insider selling pressure, especially from CMO Jane Tunnell's large transaction.
  • Potential for increased near-term selling if other executives follow similar tax-related dispositions.

Market Snapshot

Exchange
NYSE

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (20 trades, 7d window)cluster-DELL-1774037374834
46 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 10, 2026
today
144
NEUTRAL ★ 3/10
awaiting T+1
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$382.06 awaiting T+1awaiting T+1$400.77 (+4.90%)
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$382.06 awaiting T+1awaiting T+1$400.77 (+4.90%)
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$382.06 awaiting T+1awaiting T+1$400.77 (+4.90%)
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$382.06 awaiting T+1awaiting T+1$400.77 (+4.90%)
Jun 9, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+1
Jun 9, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+1
Jun 9, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 9, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 9, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+1
Showing 10 of 46

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