Insider Cluster (4 insiders) ·Filed Mar 18, 2026

DELL

Dell Technologies Inc.
BEARISH
Impact 7/10
Horizondays Processed6mo ago
Insider cluster: 4 insiders, $6.1M total
Actionable Insight ▼ Bearish

Traders should monitor for further insider selling in the coming weeks, especially from C-suite executives, and assess whether this cluster coincides with any upcoming earnings releases, strategic shifts, or macro concerns in the tech hardware sector. The involvement of multiple directors and senior officers increases the signal strength beyond routine trading.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
DELL ▲ +162.37% at T+60d
SHORT call ✗ call lost -162.37% · α vs SPY -150.85% · entry $149.20 → $391.45
Entry anchored
Mar 17, 06:13 PM ET
via exchange tick
T+1d
+4.75%
call -4.75% · α -5.01%
$156.28
settled 7mo ago
T+5d
+22.95%
call -22.95% · α -23.67%
$183.44
settled 6mo ago
T+20d
+29.24%
call -29.24% · α -23.19%
$192.82
settled 6mo ago
T+60d
+162.37%
call -162.37% · α -150.85%
$391.45
settled 4mo ago

Price Chart

Loading chart...

Executive Summary

A cluster of insider selling at Dell Technologies over the past week includes significant open-market sales by director-affiliated entities SLTA IV and SLTA V (GP), L.L.C., as well as sales by the Chief Accounting Officer and Chief Marketing Officer, totaling approximately $13.9 million in open-market dispositions. The majority of transactions are non-cash derivative exercises and other non-monetary events, but the open-market selling is notable in magnitude and involves key executives and directors.

Key Financial Metrics

Direction
selling
Total Value
$13.9M
Insiders
4

Key Facts

  • SLTA IV (GP), L.L.C. and SLTA V (GP), L.L.C., director-affiliated entities, conducted multiple open-market sales totaling $3.2 million on March 18 and $7.1 million on March 20.
  • Chief Marketing Officer Jane Tunnell sold $4.35 million in shares, the second-largest open-market sale in the cluster.
  • Chief Accounting Officer Richard Sharp sold $161,520 in shares.
  • Multiple non-cash derivative exercises and 'Other' transactions totaling 0 dollars occurred, primarily involving SLTA IV and SLTA V entities.
  • Total open-market selling in the cluster: approximately $13.9 million over 7 days.

Financial Impact

$13.9 million in open-market insider selling over 7 days, representing ~0.013% of Dell's $106.3B market cap — modest in relative terms but significant due to concentration among directors and C-suite executives.

insider sentimentshareholder confidencepotential dilution perception

Risk Factors

  • Perception of insider pessimism, particularly given the scale of director-related selling.
  • Potential for follow-on selling or downward pressure if sentiment sours further.

Market Snapshot

Exchange
NYSE

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (15 trades, 7d window)cluster-DELL-1774395473616
102 reports for DELL
Performance horizon
62% Hit rate 18 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%$554.24 (+1.61%)
Sep 15, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$563.29 $549.83▼ −2.39%▼ −4.95%$554.24 (−1.61%)
Sep 15, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$563.29 $549.83▲ +2.39%▲ +4.95%$554.24 (+1.61%)
Sep 14, 2026
17d ago
144
BEARISH ★ 5/10
$543.51 $548.92▼ −1.00%▲ +1.13%$554.24 (−1.98%)
Sep 11, 2026
20d ago
144
BEARISH ★ 5/10
$534.28 $575.31▼ −7.68%▼ −7.57%$554.24 (−3.74%)
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$534.28 $575.31▲ +7.68%▲ +7.57%$554.24 (+3.74%)
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$534.28 $575.31▲ +7.68%▲ +7.57%$554.24 (+3.74%)
Sep 10, 2026
21d ago
Insider Cluster
BEARISH ★ 4/10
$567.29 $568.06▼ −0.14%▼ −0.36%$554.24 (+2.30%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$567.29 $568.06▲ +0.14%▲ +0.36%$554.24 (−2.30%)
Sep 10, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$506.62 $588.40▲ +16.14%▲ +16.64%$554.24 (+9.40%)
Showing 10 of 102

US Market Status

Market Open — Closes in 6h 25m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Mar 24, 2026