Insider Cluster (2 insiders) ·Filed Apr 9, 2026

DELL

Dell Technologies Inc.
BEARISH
Impact 7/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $24.7M total
Actionable Insight ▼ Bearish

C-suite insiders selling at scale, especially the COO and CFO, often precedes negative news or reflects reduced confidence in near-term prospects. Watch for upcoming earnings, guidance changes, or macro pressures in the PC and enterprise hardware sectors.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
DELL ▲ +127.56% at T+60d
SHORT call ✗ call lost -127.56% · α vs SPY -117.06% · entry $180.97 → $411.80
Entry anchored
Apr 8, 04:54 PM ET
via exchange tick
T+1d
-1.77%
call +1.77% · α +1.71%
$177.77
settled 6mo ago
T+5d
+6.55%
call -6.55% · α -3.36%
$192.82
settled 6mo ago
T+20d
+31.96%
call -31.96% · α -24.39%
$238.80
settled 5mo ago
T+60d
+127.56%
call -127.56% · α -117.06%
$411.80
settled 3mo ago

Price Chart

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Executive Summary

Two Dell executives, including COO Jeffrey Clarke and CFO David Kennedy, sold shares worth $24.73M in the past week. The sales were open-market transactions, with Clarke selling $21.17M and Kennedy $3.56M, signaling significant insider selling at current price levels.

Key Financial Metrics

Direction
selling
Total Value
$24.7M
Insiders
2

Key Facts

  • COO & Vice Chairman Jeffrey W. Clarke sold 116,000 shares for $21.17M at $182.48 per share on April 15, 2026.
  • CFO David Alan Kennedy sold 19,500 shares for $3.56M at $182.53 per share on April 9, 2026.
  • Total insider selling cluster value: $24.73M over a 7-day window.
  • Sales represent approximately 0.02% of Dell's $124.7B market cap — modest in relative terms but highly material due to C-suite participation.

Financial Impact

$24.73 million in open-market insider sales

insider sentimentshareholder confidence

Risk Factors

  • Potential signal of weakening business outlook or overvaluation at current stock levels.
  • Risk of negative market perception driving short-term selling pressure.

Market Snapshot

Exchange
NYSE
Sector
Electronic Computers

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DELL-1776457956290
102 reports for DELL
Performance horizon
59% Hit rate 17 of 29 directional calls best @ T+20▲ +105.68%May 4, 2026
Filters
Rows
Reports for DELL — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
144
BEARISH ★ 5/10
$563.29 $549.83▲ +2.39%▲ +4.95%$567.21 (−0.70%)
Sep 15, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$563.29 $549.83▼ −2.39%▼ −4.95%$567.21 (+0.70%)
Sep 15, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$563.29 $549.83▲ +2.39%▲ +4.95%$567.21 (−0.70%)
Sep 14, 2026
17d ago
144
BEARISH ★ 5/10
$543.51 $548.92▼ −1.00%▲ +1.13%$567.21 (−4.36%)
Sep 11, 2026
20d ago
144
BEARISH ★ 5/10
$534.28 $575.31▼ −7.68%▼ −7.57%$567.21 (−6.16%)
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$534.28 $575.31▲ +7.68%▲ +7.57%$567.21 (+6.16%)
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$534.28 $575.31▲ +7.68%▲ +7.57%$567.21 (+6.16%)
Sep 10, 2026
21d ago
Insider Cluster
BEARISH ★ 4/10
$567.29 $568.06▼ −0.14%▼ −0.36%$567.21 (+0.01%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$567.29 $568.06▲ +0.14%▲ +0.36%$567.21 (−0.01%)
Sep 10, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$506.62 $588.40▲ +16.14%▲ +16.64%$567.21 (+11.96%)
Showing 10 of 102

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Report published Apr 17, 2026