Silver Lake Group, LLC

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 Group exits entire 6,617-share stake in DELL via 2 sales totaling $1,003,335.71

Silver Lake Group, a Director at Dell, executed 2 separate sales on 2025-10-14 totaling 6,617 shares for $1,003,335.71, completely liquidating its stake in the company. The blended average sale price of $151.63 sits 8.0% below the 52-week high of $164.53, though the stock has rallied 18.5% over the past 30 days and 15.3% over 90 days. Among Silver Lake's prior 5 trades at Dell, timing has been poor: only 1 of 5 prior sells proved well-timed at the 90-day mark, with recent June 2025 sales showing the stock subsequently gained 6–7% in 30 days and 12–13% in 90 days thereafter. The cross-ticker track record shows an average 90-day return of +4.7% following sells (with a 36.36% well-timed rate), indicating that Silver Lake's sells have historically underperformed relative to subsequent price action—a pattern consistent with this complete exit occurring near elevated valuations.

Silver Lake Group, a DELL director, completely liquidated 10,681 shares for $1,285,282.95 at blended avg $120.33

Silver Lake Group sold 10,681 shares (10.7K shares) across 4 separate transactions on 2025-06-24 for a total of $1,285,282.95, reducing holdings from 10,681 shares to 0 shares (-100.0%). The blended average price of $120.33 was 4.5% below the current price of $125.98, and the director's prior 4 trades at DELL were all well-timed at the 90-day mark with negative returns. However, in the 30 days since this June 2025 transaction, the stock has risen 10.5%, and over 90 days it is up 36.5%, suggesting this particular sale was not well-timed relative to subsequent price action. This complete exit by a director-level insider merits investor attention given the total departure and the timing relative to Dell's solid fundamentals ($23.4B quarterly revenue, +8.1% annual growth, P/E of 18.72).

Silver Lake Group completely exits Dell stake, sells 25,381 shares for $3.4M at $134.42 avg on 2024-07-16

Silver Lake Group, a Director at Dell, executed 4 separate sales totaling 25,381 shares for $3,411,664.04, reducing holdings to zero post-transaction. The sales occurred at a blended average price of $134.42, which sits notably above the current price of $125.34, suggesting the Director exited at more favorable pricing before recent market weakness. The timing is noteworthy: the stock has declined 16.0% over the past 30 days and 30.1% from its 52-week high of $179.21, though it remains up 9.1% over 90 days. Dell's fundamentals show mixed signals—annual revenue growth of -13.6% and a P/E of 24.82 against a $89.0B market cap—alongside a quarterly net income of $960.0M, indicating the company remains profitable despite revenue contraction. The complete liquidation of a director-level stake represents material position change that warrants investor attention given the scale and timing relative to recent price deterioration.