Chief Customer Officer Scannell sold 143,067 shares (143.1K) of DELL at $165.00 on 2026-03-23, reducing holdings by -86.8% to 21.8K shares; stock now $184.01.
Scannell executed a large-scale reduction in his Dell holding, disposing of 143,067 shares valued at $23.6M while retaining only 21.8K shares post-transaction. The sale occurred at $165.00, well below the current price of $184.01 and the 52-week high of $184.01, suggesting the insider sold into a period of strength (+54.4% in the prior 30 days, +43.3% in 90 days). His cross-ticker track record shows a 66.67% well-timed rate on prior sells, with an average 90-day return of -9.2%, but at Dell specifically, 4 of 5 prior sells showed negative 90-day returns, indicating consistent anticipatory selling. The steep reduction—from 164.8K to 21.8K shares—represents a structural shift in his exposure rather than a marginal adjustment, occurring while the company reports solid fundamentals (revenue $27.0B, net income $1.5B, 18.8% annual growth, P/E 17.97).