Dell Technologies SEC Filings

Dell Technologies insider affiliates have filed a Form 144 notice indicating an intent to sell 71,000 shares of Class C Common Stock through BOFA Securities Inc. on the NYSE, with an approximate sale date of 12/09/2025 and an aggregate market value of 9,969,110. The filing states that 338,646,945 shares of this class were outstanding.

The 71,000 shares were acquired on 04/08/2024 via pro rata in-kind distributions from affiliates of Silver Lake Group, L.L.C., following conversions of Class B Common Stock originally acquired in 2019 or earlier. The notice also lists numerous recent sales of Dell Class C Common Stock over the past three months by various Silver Lake-related funds and entities, each specifying the number of shares sold and the gross proceeds.

Dell Technologies Inc. reported stronger results for the quarter ended October 31, 2025. Net revenue rose to $27.0 billion from $24.4 billion a year earlier, driven mainly by product revenue growth. Net income attributable to Dell increased to $1.55 billion from $1.18 billion, with basic earnings per share up to $2.31 from $1.67. For the first nine months of the fiscal year, revenue reached $80.2 billion and net income was $3.68 billion.

Operating income for the quarter improved to $2.12 billion, while interest and other expense declined compared with the prior year period. Operating cash flow for the nine-month period more than doubled to $6.51 billion, supported by higher earnings and working capital movements.

Dell completed the sale of its majority-owned subsidiary Secureworks for approximately $0.9 billion, receiving about $0.6 billion in cash and recognizing a $0.2 billion gain. The company also continued significant share repurchases and dividend payments, contributing to a stockholders’ equity deficit even as cash and cash equivalents increased to $9.57 billion.

Dell Technologies Inc. (DELL) reported an insider equity award for its Chief Financial Officer on a Form 4. On 11/24/2025, the CFO received 23,581 shares of Class C common stock in the form of restricted stock units at a stated price of $0. The RSUs vest in three equal annual installments on the first, second, and third anniversaries of the grant date, contingent on continued service. Following this grant, the officer beneficially owns 191,443 shares of Dell Class C common stock in direct form.

Dell Technologies Inc. has confirmed David Kennedy as its permanent Chief Financial Officer. He previously served as interim CFO and as Senior Vice President, Global Business Operations, Finance. The Board approved his permanent appointment effective November 24, 2025.

As CFO, Mr. Kennedy will receive an annual base salary of $760,000 and a target cash incentive equal to 100% of his base salary, pro-rated for the fiscal year ending January 30, 2026. He was previously granted 10,580 time-based RSUs, and in connection with the permanent role will receive additional time-based RSUs valued at $3,000,000, vesting in equal annual installments starting on the first anniversary of his effective date, subject to continued service and existing plan terms.

Mr. Kennedy will continue to participate in Dell’s standard employee benefit, severance and retirement programs and is party to the company’s standard indemnification and protection, noncompetition and nonsolicitation agreements.

Dell Technologies Inc. filed a Form 8-K to report that it has released financial results for its fiscal quarter ended October 31, 2025. The company announced these results through a press release that is attached to the filing as Exhibit 99.1. The earnings information in Item 2.02 and the press release is being furnished to regulators rather than formally filed, which affects how it is treated under securities laws. The filing also notes that the cover page XBRL data is embedded as Exhibit 104.

Dell Technologies (DELL) director reported an option exercise and sale on 10/15/2025. The insider exercised 79,806 options at $13.98 for Class C shares, then sold 79,806 shares at a weighted average price of $153.5578.

Following these transactions, the insider directly holds 65,662 shares and 8,801 options with a $13.98 exercise price expiring on 09/14/2026.

Dell Technologies (DELL) reported an insider equity grant. On 10/15/2025, the Chief Accounting Officer acquired 1,796 RSUs tied to Class C Common Stock at a price of $0.

The RSUs vest in three equal annual installments on the first, second, and third anniversaries of the grant date, contingent on continued service. Following the award, the officer beneficially owns 7,826 shares directly.

Dell Technologies announced an executive appointment and related equity grant. Richard Troy Sharp, formerly Vice President of Corporate Accounting and Reporting, was appointed Senior Vice President, Corporate Finance and Chief Accounting Officer, effective August 8, 2025. In connection with this role, the Compensation Committee approved an equity award of 1,796 time‑based RSUs, granted on October 15, 2025 under the 2023 Stock Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Dell Technologies (DELL) insider filing: Reporting persons affiliated with Silver Lake, including director Egon Durban, reported open‑market sales of Class C Common Stock on 10/14/2025. The transactions totaled 6,617 shares (3,538 and 3,079 shares) at a weighted average price of $151.63.

According to the footnotes, the shares were sold in multiple trades at prices ranging from $151.384 to $151.90 per share. Following the reported sales, disclosed holdings include 270,064 shares indirectly through specified Silver Lake and related entities, 1,184,092 shares held directly by Mr. Durban, and 46,985 shares indirectly through a family trust. The filing notes a joint submission by the reporting persons and disclaims beneficial ownership beyond each filer’s pecuniary interest.