Egon Durban

SL SPV-2, LP sold 63,204 shares across 13 transactions on 2026-07-06 for $25,946,693.39, reducing non-derivative holdings 67.7%.

SL SPV-2, LP, a director of Dell Technologies, executed 13 separate sales totaling 63,204 shares for $25,946,693.39 on 2026-07-06, with prices ranging from $405.36 to $416.34 and a blended average price of $410.52. The transaction reduced the insider's non-derivative holdings from 93,371 shares to 30,167 shares, representing a 67.7% reduction of pre-transaction holdings; however, the insider retains 16,937,769 shares in Class B Common Stock held through the same SPV vehicle, meaning the underlying position remains substantial. The sale occurred as Dell's stock trades at $431.97, up 7.8% over the past 30 days and 138.0% over 90 days, near the 52-week high of $469.47. The company demonstrates strong fundamentals with $43.8B in latest-quarter revenue, $3.4B net income, and 18.8% annual revenue growth, alongside a P/E of 33.33. The recent sale follows a pattern of five prior sales by this insider at Dell on 2026-06-12, indicating sustained non-derivative trimming activity concurrent with robust stock performance.

Silver Lake Partners V DE sells 36,982 DELL shares across 13 transactions for $15.2M at blended avg $410.52, retaining 9,411,815 derivative shares

Silver Lake Partners V DE (AIV), LP executed 13 separate sales totaling 36,982 shares for $15,181,951.68, reducing its non-derivative Table I holdings from 51,883 shares to 14,901 shares (-71.3% vs pre-transaction holdings). However, the filing's derivative table shows 9,411,815 Class B Common Stock shares remaining, meaning this represents a partial sale of a specific non-derivative batch rather than any reduction of the insider's overall economic position. The sales were executed at prices ranging from $405.36 to $418.49, while the stock currently trades at $431.97 — which is -8.0% from its 52-week high of $469.47. DELL's stock has surged +138.0% over the prior 90 days against a backdrop of $43.8B in quarterly revenue and +18.8% annual revenue growth, providing context for the elevated price levels at which these shares were sold.

Silver Lake Partners IV sells 72,766 shares of DELL for $29.9M at blended avg $410.52 on 2026-07-06

Silver Lake Partners IV, as director, executed 13 separate sales totaling 72,766 shares (72.8K shares) for $29,872,116.08 ($29.9M), reducing its non-derivative holding from 95,850 shares (95.8K shares) to 23,084 shares (23.1K shares)—a 75.9% reduction. However, the insider retains 17,387,467 shares of Class B Common Stock through derivative holdings in Silver Lake Partners IV, L.P., meaning the transaction represents a partial sale of a specific batch rather than a full position exit. The sales occurred across a range of prices ($405.36–$417.78) with a blended average of $410.52, against current market price of $431.97. DELL's fundamentals remain strong (revenue $43.8B, net income $3.4B, annual growth +18.8%, P/E 33.33), and the stock is up 7.8% over 30 days and 138.0% over 90 days, trading 8.0% below its 52-week high of $469.47. Prior DELL-specific trades by this insider (5 prior sales on 2026-06-12) lack yet-measurable 90-day outcomes, limiting pattern assessment at this ticker.

Silver Lake Group exits DELL entirely: 14 sales totaling 16.7K shares for $6.6M, clearing 100% of holdings at blended avg $396.37.

Silver Lake Group, LLC (Director) filed 14 separate sales totaling 16,679 shares for $6,611,124.49, reducing its DELL position by -100.0% to 0 shares post-transaction. The complete exit occurred at a blended average price of $396.37, while the current price stands at $431.46 — meaning the stock trades above the transaction prices. Across Silver Lake's cross-ticker track record, 13 prior sells show an average 90-day return of +0.8% and a 90d well-timed rate of 46.15%, indicating the stock has modestly risen on average after prior sells. At DELL specifically, 2 of 5 prior sells were well-timed at the 90-day mark, with the October 2025 sells followed by a 90d return of -20.6% and the June 2025 sells followed by positive 90d returns — a mixed same-ticker record that investors should weigh alongside the full position liquidation.

Silver Lake Partners IV sold 39.5K shares at blended avg $403.12 on 2026-06-12; holds 17,483,318 derivative shares

Silver Lake Partners IV, LP (Director) executed 10 separate sales totaling 39,537 shares for $15,938,112.41 on 2026-06-12, reducing non-derivative holdings by 36.1% to 69,916 shares while maintaining substantial derivative exposure through 17,483,318 Class B Common Stock shares. The sale occurred as DELL stock is up 69.0% over 30 days and 167.4% over 90 days, trading -12.9% from its 52-week high of $469.47. The insider's five prior sells at DELL each posted negative 90-day returns (-3.3% to -5.7%), and across his cross-ticker track record, 100.00% of prior sells were well-timed at the 90-day mark, establishing a pattern of selling into strength. With DELL trading at $409.07 against the blended sale price of $403.12, the timing of this large multi-tranche execution relative to the stock's recent momentum and the insider's sustained track record warrants monitoring of near-term price action.

SL SPV-2 sold 34.3K shares of DELL for $13.8M at blended average $403.12 on 2026-06-12

SL SPV-2, LP as director executed 10 separate sales totaling 34,257 shares for $13,809,641.10 on 2026-06-12, reducing non-derivative holdings by 27.2% from 126,066 to 91,809 shares. The insider retains 17,031,140 shares in derivative holdings through the same vehicle. At the same-ticker level, all 5 prior DELL sales show negative 90-day returns (ranging from -3.3% to -5.7%), and this pattern of well-timed selling extends across the insider's cross-ticker track record with a 100% well-timed rate on 20 prior sells. The stock has gained 69.0% over 30 days and 167.4% over 90 days, currently trading at $409.07—just 12.9% below its 52-week high of $469.47—providing context for the execution of a pre-scheduled partial reduction that aligns with the insider's demonstrated history of selling before subsequent declines.

Silver Lake Partners V DE sold 20,095 shares of DELL for $8,100,672.36 on 2026-06-12, reducing stake to 50,381 shares.

Silver Lake Partners V DE (Aiv), LP as Director executed 10 separate sales totaling 20,095 shares for $8,100,672.36 at a blended average price of $403.12 on 2026-06-12. The stake declined by 28.5% compared to pre-transaction holdings of 70,476 shares. The sales occurred while DELL's stock is -12.9% from its 52-week high of $469.47 and has climbed +69.0% over the past 30 days and +167.4% over the past 90 days. The insider retains 50,381 non-derivative shares post-transaction, plus 9,463,699 derivative shares held through the same investment vehicle. This represents a substantial partial reduction in the non-derivative position amid significant recent price appreciation.

Silver Lake Partners V sold 31,749 shares of DELL for $12.1M on 2026-06-11, retaining 42,290 non-derivative shares

Silver Lake Partners V DE (AIV), LP, a director at Dell Technologies, executed 21 separate sales totaling 31,749 shares for $12,072,533.49 on 2026-06-11 at prices ranging from $370.40 to $390.92 per share. This represents a -42.9% reduction in the insider's non-derivative holdings, though the insider retains 9,491,885 Class B Common Stock shares held through Table II (derivative securities). The sale occurred as DELL stock trades at $409.07 currently, -12.9% from its 52-week high of $469.47, following a 30-day price movement of +69.0%. The timing of this transaction—occurring just three days after five additional sales by the same insider on 2026-06-08—suggests a structured reduction program in the non-derivative position while maintaining substantial exposure through derivative holdings that represent the insider's primary economic interest in the company.

Silver Lake Partners IV sold 62.4K DELL shares for $23.7M on 2026-06-11, reducing stake by 52.1% to 57.4K shares

Silver Lake Partners IV executed 21 separate sales totaling 62,403 shares for $23,728,674.36 on a single day (2026-06-11), with transaction prices ranging from $370.40 to $390.03. This represents a 52.1% reduction in non-derivative holdings, though the filer retains 17,535,391 Class B shares held through the partnership vehicle (Table II derivatives), meaning this is a partial sale of a specific batch rather than an exit of the overall position. The filer's cross-ticker track record shows 20 prior sells with a 100.00% well-timed rate at the 90-day mark, and same-ticker history at DELL is similarly strong (5 of 5 prior sells achieved negative 90-day returns). The current price of $409.07 sits 12.9% below the 52-week high and has appreciated 69.0% in the 30-day period since the transaction, though the 90-day return remains to be observed. With Dell's P/E at 39.95 and the stock significantly extended after a 167.4% 90-day advance, investor attention should focus on whether the insider's historical pattern of well-timed sales extends to this transaction.

SL SPV-2 sells 54,093 shares at $370.40–$390.92 for $20.6M on 2026-06-11, reducing stake 41.8%

SL SPV-2, LP, a director of Dell, executed 21 separate sales totaling 54,093 shares (54.1K shares) for $20,568,810.05 ($20.6M) on 2026-06-11, reducing non-derivative holdings from 129,434 to 75,341 shares (-41.8%). The blended average price was $380.25. Despite this substantial sale, the filer retains 17,081,865 shares of Class B Common Stock through derivative holdings via the same vehicle, meaning the overall position remains materially intact. The filer's prior trades at Dell show a 5-of-5 record of well-timed sells (all five prior sales on 2026-06-08 generated negative 90-day returns, indicating sells before declines), and cross-ticker track record exhibits 100.00% well-timed sales rate. The stock has rallied sharply since the transaction date (30-day change: +69.0%, 90-day change: +167.4%), trading at $409.07 versus the transaction prices ($370.40–$390.92), suggesting this particular batch was sold into a rising market.