Dell Technologies Inc. filings document the reporting obligations of a large operating technology company whose Class C common stock trades on the New York Stock Exchange under DELL. The company's Form 8-K disclosures cover quarterly and annual operating results, Regulation FD presentations, material agreements, securities offerings by Dell International L.L.C. and EMC Corporation, and changes involving senior officers and related compensation arrangements.
Capital-structure filings include Class B common stock conversions into Class C common stock, unregistered equity issuances related to those conversions, dividend and liquidation rights described in the charter, shelf-registration-related debt issuance records and supplemental indentures for senior notes. Governance disclosures include officer appointments, restricted stock unit awards under the 2023 Stock Incentive Plan, board and compensation committee actions, and formal disclosures tied to Dell's technology hardware, storage, AI infrastructure and services businesses.
Dell Technologies Inc. (DELL) is the issuer of Class C common stock for which Silver Lake Partners IV, L.P., a significant stockholder, has filed a Notice of Proposed Sale under Rule 144. The notice covers 166,474 shares of Class C Common Stock, with an aggregate market value of $81,938,502.80, to be sold through Merrill Lynch, Pierce, Fenner & Smith Inc. on the NYSE on or about September 3, 2026.
The shares are to be acquired upon conversion of Class B Common Stock of Dell Technologies, which was originally acquired in 2016. The Rule 144 filing also lists numerous sales of Dell Class C common stock during the prior three months by Silver Lake Partners IV, L.P. and various affiliated Silver Lake entities. The seller notes that it and certain affiliates are significant stockholders and that an executive of an affiliate serves on Dell’s board of directors.
Dell Technologies Inc. (DELL) received a notice that the Michael & Susan Dell Foundation intends to sell 2,459,804 shares of Class C common stock under Rule 144. The shares are to be sold through Merrill Lynch on the NYSE, with a filing signature dated September 3, 2026.
The notice itemizes three planned sales of Class C shares that were acquired as gifts to the private foundation from Michael S. Dell, with prior acquisition dates listed as January 2, 1998 and proposed sale dates in December 2024 and October 2025.
Dell Technologies Inc. (DELL) reported a very strong fiscal 2027 second quarter, with record net revenue of $46.97 billion, up 58% year over year, and GAAP diluted EPS of $6.34, up 273%. Non-GAAP diluted EPS was $7.04, up 203%, reflecting both higher scale and improved profitability.
Infrastructure Solutions Group led results with record revenue of $31.8 billion, up 89%, including $16.4 billion from AI-Optimized Servers, up 100%, and strong growth in traditional servers, networking, and storage. Client Solutions Group delivered $15.0 billion of revenue, up 20%, with commercial client revenue up 22%. Operating income reached $5.39 billion, up 204%, and net income was $4.13 billion, up 255%. Adjusted free cash flow for the quarter was $8.15 billion, up 224%, though cash from operations declined 13% to $2.23 billion.
Dell raised its full-year fiscal 2027 outlook to $192.0 billion of revenue, up 69% year over year, and now guides to GAAP EPS of $24.37 and non-GAAP EPS of $25.50. The company also highlighted AI momentum, including $60.9 billion in AI server orders and a $95 billion AI server backlog, and returned $4.3 billion to shareholders via buybacks and dividends. A quarterly dividend of $0.63 per share was declared, payable October 30, 2026.
Dell Technologies Inc. (DELL) director Lynn Vojvodich Radakovich exercised options to acquire 2,022 shares of Class C Common Stock at an exercise price of $31.14 per share, disposing of the corresponding derivative position. She then sold the same 2,022 shares at $438.21 per share. After the exercise, she held 47,935 options to acquire Class C Common Stock expiring on April 2, 2029. The filing states that all transactions were effected under a Rule 10b5-1 trading plan adopted on March 24, 2026 and that the options exercised were fully vested.
Dell Technologies Inc. (DELL) received a Rule 144 notice indicating that director Lynn M. Vojvodich Radakovich, through Fidelity Brokerage Services LLC, plans to sell 2,022 Class C shares, with an indicated aggregate market value of $886,060.62, on or after August 24, 2026. Dell had 324,873,640 Class C shares outstanding referenced in the notice. The filing also lists prior Class C share sales by the same person in the last three months.
Dell Technologies Inc. director Lynn Vojvodich Radakovich exercised options to acquire 2,022 shares of Class C Common Stock at $31.14 per share on July 22, 2026, and sold 2,022 shares at $413.77 per share under a Rule 10b5-1 trading plan adopted March 24, 2026, leaving 49,957 options outstanding expiring April 2, 2029.
Dell Technologies Inc. insider Lynn M. Vojvodich Radakovich filed to sell Class C common stock on the NYSE through Fidelity Brokerage Services LLC, with a planned sale date of July 22, 2026, in connection with a stock option exercise. The filing also lists prior activity, showing that on June 22, 2026, the insider sold 12,022 Class C shares for an aggregate amount of $5,061,262.00.
Silver Lake–affiliated entities that serve as directors and more than 10% owners of Dell Technologies reported in-kind distributions of Class C Common Stock on July 10, 2026. J‑code “other acquisition or disposition” entries cover 201,173 shares, reflecting changes in how shares are held among Silver Lake funds and affiliates, with receipts exempt under Rule 16a‑13 of the Exchange Act.
Entities affiliated with Silver Lake Group, together with director Egon Durban, reported internal in-kind distributions of Dell Technologies Class C Common Stock effective July 10, 2026. The activity reflects restructuring of 201,173 shares coded as “J” other transactions, not open-market buys or sales. Reported post-distribution positions include a 1,394,128-share direct holding and several smaller indirect blocks of 49,630, 189,430, 1,227 and 665 shares through Silver Lake-related entities and a trust for family beneficiaries.
Entities affiliated with Silver Lake, including reporting person Silver Lake Technology Investors IV, L.P., reported insider activity in Dell Technologies Inc. On July 9, 2026, they converted 1,332 shares of Class B Common Stock into an equal number of Class C Common Stock and sold 1,332 Class C shares in open-market transactions. Footnotes state the weighted-average sale prices for these trades ranged from about $447.5921 to $460.4699 per share. The reporting persons continue to indirectly hold Class B Common Stock convertible into 43,382,138.0000 shares of Class C, which is a separate, ongoing position.