Silver Lake Technology Associates Iv, LP

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 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.

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.

Silver Lake Partners IV sold 46,946 DELL shares for $18,543,063.68 on 2026-06-10, reducing stake by 55.5%

Silver Lake Partners IV, a director at Dell Technologies, executed 9 separate sales totaling 46,946 shares for $18,543,063.68 at prices ranging from $391.03 to $398.73, reducing its holdings from 84,538 shares to 37,592 shares. This represents a substantial 55.5% reduction in the fund's position. Prior to this filing, Silver Lake completed 5 sales on 2026-06-08 at Dell, all of which subsequently declined in value over 90 days, establishing a pattern of well-timed exits at this ticker. The current price of $391.45 is 16.6% below the 52-week high of $469.47, and despite recent momentum (30-day gain of +63.8%), the fund's historical timing record at Dell shows consistent value capture ahead of downturns.

Silver Lake Partners IV sells 71,640 DELL shares for $27,256,707.78; retains 84,538 common + 17,617,582 derivative shares

Silver Lake Partners IV, a director at Dell, executed 19 separate sales totaling 71,640 shares for $27,256,707.78 on 2026-06-10, reducing its non-derivative holdings by 45.9%. The blended average transaction price was $380.47, occurring after a 63.8% 30-day rally and 158.2% 90-day surge in the stock, with DELL currently trading at $391.45. The insider's same-ticker history shows all 5 prior sells at Dell were well-timed (each posting negative 90-day returns of -3.3% to -5.7%), and its cross-ticker track record demonstrates a 100% timing accuracy rate across 20 prior sales. The substantial sales volume, timing relative to the stock's extended uptrend, and the director's consistent history of well-timed exits at this ticker warrant investor attention as a potential signal of valuation inflection.

Silver Lake Partners IV sells 5,327 shares at $404.68 avg; directional pattern mirrors recent Dell activity

Silver Lake Partners Iv, LP (Director) executed 4 separate sales totaling 5,327 shares for $2,155,720.13 on 2026-06-09 at an average price of $404.68, reducing holdings from 1,323,290 shares to 1,317,963 shares (-0.4%). This filing follows immediately after 5 prior DELL sells on 2026-06-08 by the same insider, establishing a pattern of consecutive-day selling activity. The insider's cross-ticker track record shows a 100.00% 90-day well-timed rate across 20 prior sales with an average 90-day return of -3.6%, indicating consistent historical success at selling ahead of stock declines. At DELL specifically, all 5 prior measurable trades were well-timed at the 90-day mark. The current stock price of $369.83 is -21.2% below the 52-week high of $469.47, placing these sales at $404.68 above current levels but well-removed from the recent peak. With annual revenue growth of +18.8%, net income of $1.5B, and a P/E of 36.12, fundamentals remain solid, yet the sustained selling pattern and near-perfect historical timing discipline on DELL warrant investor attention to whether this insider action reflects forward-looking concerns at elevated valuation.

Silver Lake Partners IV sells 26,964 shares of DELL for $10,524,446.28 on 2026-06-09

Silver Lake Partners IV, LP filed 19 separate sales totaling 26,964 shares for $10,524,446.28 at prices ranging from $380.49 to $402.24, reducing non-derivative holdings from 34,283 shares to 7,319 shares. The insider's prior trades at Dell show a strong timing pattern: 5 of 5 prior sells were well-timed at the 90-day mark, with average 90-day returns of -4.5%. The blended average price for this transaction was $390.31, while current price stands at $369.83, representing a 21.2% discount from the 52-week high of $469.47. Notably, the insider retains 17,773,759 shares in derivative holdings through Silver Lake Partners IV, L.P., indicating this represents a partial reduction of a much larger position rather than an exit.

Silver Lake Partners IV sells 138,885 shares of DELL for $55,293,632.06 across 20 transactions on 2026-06-08

Silver Lake Partners IV (Director) executed 20 separate sales totaling 138,885 shares for $55,293,632.06 on a single date, reducing non-derivative holdings by 9.6% while retaining 1,313,489 shares post-transaction. The blended average price across these sales was $398.13, notably higher than the current price of $369.83, positioning the transaction ahead of recent price weakness despite DELL's strong fundamentals including annual revenue growth of +18.8%, net income of $1,548,000,000.00, and a market cap of $241,129,160,000.00. The insider maintains substantial derivative holdings of Class B Common Stock through the same vehicle, indicating an ongoing significant stake in the company. This appears to be a partial reduction rather than a liquidation event, consistent with the flag indicating derivative securities remain in the portfolio.

Silver Lake Partners IV sold 89,648 shares for $36.1M on 2026-06-05, reducing non-derivative stake by 6.4%

Silver Lake Partners IV, a director of Dell Technologies, executed 17 separate sales totaling 89,648 shares for $36,128,592.90 on 2026-06-05, with a blended average price of $403.01. The sale reduced the entity's non-derivative holdings from 1,403,137 shares to 1,313,489 shares, a 6.4% reduction of pre-transaction holdings. However, the FLAG indicates Silver Lake Partners IV maintains substantial derivative holdings of 17,955,515 Class B Common Stock shares, meaning the non-derivative sale does not represent a material reduction of the entity's overall position. With Dell's stock trading 14.6% below its 52-week high of $469.47 and the company reporting strong fundamentals (18.8% annual revenue growth, P/E of 39.14, and $261.3B market cap), this partial reduction of common stock holdings warrants observation alongside the entity's continued material exposure through derivative securities.

Silver Lake Partners IV sells 90,304 shares of DELL for $38.3M at blended average of $424.55

Silver Lake Partners IV (Director) executed 9 separate sales totaling 90,304 shares for $38,338,634.18 on 2026-06-04, reducing holdings from 1,403,793 shares to 1,313,489 shares (-6.4%). The sales occurred at prices ranging from $421.85 to $430.11, near the upper end of the 52-week range of $108.01–$469.47. Current price stands at $400.77, down 14.6% from the 52-week high. The transaction size and blended average price of $424.55 represent material position reduction by a significant director-level stakeholder in a $261.3B market-cap company, though the filer remains a major shareholder with 1.31M shares post-transaction. Stock momentum has been strong (up 53.9% in 30 days and 178.7% in 90 days) at the time of these sales.