This cluster is too small to be material. Monitor for any larger distributions or changes in Silver Lake's stake, but no immediate trading signal.
Price Chart
Executive Summary
Silver Lake affiliates (directors/10% owners) sold approximately $17.8M of DELL stock over a week, but this represents only ~0.007% of the $270.4B market cap, making it trivial. No C-suite involvement; the sales appear to be part of a systematic distribution plan rather than an informational signal.
Key Financial Metrics
Key Facts
- Silver Lake Technology Investors IV, L.P., SL SPV-2, L.P., and Silver Lake Technology Investors V, L.P. sold a combined ~$17.8M in open-market sales over 2026-06-29 to 2026-07-06.
- Total sales represent approximately 0.007% of DELL's $270.4B market cap, well below the 0.1% threshold for materiality.
- All sellers are directors/10% owners (Silver Lake entities); no C-suite officers participated.
- The cluster includes multiple small lots on the same day, consistent with a planned distribution or 10b5-1 plan, not opportunistic insider selling.
Financial Impact
~$17.8M in open-market insider sales, immaterial relative to $270.4B market cap (0.007%).
Risk Factors
- None material from this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DELL-1783548077159 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | 144 | $563.29 $549.83 | ▲ +2.39% | ▲ +4.95% | $541.74 (+3.83%) |
Sep 15, 2026 16d ago | Insider Cluster | $563.29 $549.83 | ▼ −2.39% | ▼ −4.95% | $541.74 (−3.83%) |
Sep 15, 2026 16d ago | Insider Cluster | $563.29 $549.83 | ▲ +2.39% | ▲ +4.95% | $541.74 (+3.83%) |
Sep 14, 2026 17d ago | 144 | $543.51 $548.92 | ▼ −1.00% | ▲ +1.13% | $541.74 (+0.33%) |
Sep 11, 2026 20d ago | 144 | $534.28 $575.31 | ▼ −7.68% | ▼ −7.57% | $541.74 (−1.40%) |
Sep 11, 2026 20d ago | Insider Cluster | $534.28 $575.31 | ▲ +7.68% | ▲ +7.57% | $541.74 (+1.40%) |
Sep 11, 2026 20d ago | Insider Cluster | $534.28 $575.31 | ▲ +7.68% | ▲ +7.57% | $541.74 (+1.40%) |
Sep 10, 2026 21d ago | Insider Cluster | $567.29 $568.06 | ▼ −0.14% | ▼ −0.36% | $541.74 (+4.50%) |
Sep 10, 2026 21d ago | Insider Cluster | $567.29 $568.06 | ▲ +0.14% | ▲ +0.36% | $541.74 (−4.50%) |
Sep 10, 2026 22d ago | Insider Cluster | $506.62 $588.40 | ▲ +16.14% | ▲ +16.64% | $541.74 (+6.93%) |
US Market Status
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