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Dell Technologies Inc. (DELL) SEC Filings, Feb-Mar 2026

DELL NYSE

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.

Rhea-AI Summary

Silver Lake-affiliated investment funds reported selling 222,434 shares of Dell Technologies Inc. Class C Common Stock on March 2, 2026. The Form 4 shows a series of open-market sales by entities including SPV-2, Silver Lake Partners IV, Silver Lake Partners V and related Silver Lake Technology Investors funds.

The shares were sold at weighted average prices around $151 per share, with detailed price ranges disclosed in the footnotes. After these trades, various Silver Lake entities continue to hold Class C shares, while certain Silver Lake Technology Investors vehicles reported their positions reduced to zero.

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Rhea-AI Summary

Silver Lake–affiliated investment funds reported selling 222,434 shares of Dell Technologies Inc. Class C Common Stock in open-market transactions on March 2, 2026. The sales were made by entities including SPV-2, Silver Lake Partners IV, Silver Lake Partners V DE (AIV), and Silver Lake Technology Investors IV and V.

The reported weighted average prices ranged from $150.5455 to $152.1100 per share, depending on the specific transaction group. In connection with these sales and related distributions, certain reporting persons converted shares of Class B Common Stock into an equal number of Class C shares.

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Rhea-AI Summary

Dell Technologies Inc. insiders linked to Silver Lake reported both conversions and sales of stock. Investment entities including SL SPV-2, L.P., Silver Lake Partners IV, L.P. and Silver Lake Partners V DE (AIV), L.P. converted Class B Common Stock into Class C Common Stock on March 2, 2026 and then executed open-market sales.

Across the selling transactions, these entities sold a combined 277,567 shares of Dell Class C Common Stock at weighted average prices ranging from $146.5375 to $150.5429 per share, while retaining significant indirect holdings after the trades.

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Rhea-AI Summary

Dell Technologies Inc. had major shareholders affiliated with Silver Lake convert Class B Common Stock into Class C Common Stock and then sell part of those holdings. On March 2, 2026, entities including SPV-2, Silver Lake Partners IV and Silver Lake Partners V and their affiliates executed open-market sales totaling 277,567 shares of Class C Common Stock at weighted average prices within ranges from $146.5375 to $150.5429 per share, while retaining significant indirect stakes after the transactions.

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Egon Durban (Silver Lake) filed a Form 144 reporting the sale of Class C Common Stock of Dell Technologies. The filing lists a sale during the past three months of 71,000 shares on 12/09/2025 for $9,806,637.69. The notice also states Class C shares to be sold were acquired upon conversion of Class B Common Stock on 03/02/2026.

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Egon Durban reported proposed sale of 3,967 shares of Class C common stock via a Form 144. The shares were acquired upon conversion of Class B common stock and the filing identifies the broker as Merrill Lynch, Pierce, Fenner & Smith Inc.

The excerpt also shows a prior sale by Egon Durban of 71,000 shares on 12/09/2025; the current filing lists the planned disposition method as conversion-related sale and identifies the issuer as the source of the shares.

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Rhea-AI Summary

DELL Form 144 reports 179,400 shares of Class C Common Stock listed as to be sold on 03/02/2026, described as "acquired upon Conversion of Class B Common Stock of the Issuer, which Class B Common Stock was acquired in 2019."

The filing also records a prior sale by Egon Durban of 71,000 shares on 12/09/2025 (aggregate amount $9,806,637.69 shown). The filing names Merrill Lynch, Pierce, Fenner & Smith Inc. as broker for the listed securities.

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DELL reports a Form 144 for the sale of Class C Common Stock, listing 106,670 shares to be sold on 03/02/2026, acquired "upon Conversion of Class B Common Stock".

The filing names Merrill Lynch, Pierce, Fenner & Smith Inc. as the broker and shows a recent reported disposition by Egon Durban of 71,000 shares on 12/09/2025 with an associated figure of 9,806,637.69 in the excerpt.

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Dell Technologies insider filing reports a proposed sale of Class C common stock. The notice lists 208,174 shares of Class C common stock identified for sale on 03/02/2026, described as "acquired upon conversion of Class B Common Stock". The filing names Merrill Lynch as broker.

It also records a prior sale by Egon Durban on 12/09/2025 of 71,000 shares with an amount shown as $9,806,637.69. The filing is a routine insider sale notice under Rule 144.

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Dell Technologies reported record fourth-quarter and full-year fiscal 2026 results and issued strong fiscal 2027 guidance. Full-year revenue reached $113.5 billion, up 19% year over year, with diluted EPS of $8.68, up 36%, and non-GAAP diluted EPS of $10.30, up 27%.

Fourth-quarter revenue was a record $33.4 billion, up 39%, with diluted EPS of $3.37, up 57%. Infrastructure Solutions Group led growth with $60.8 billion full-year revenue, up 40%, including $24.7 billion from AI-optimized servers. Dell generated $11.2 billion in operating cash flow, returned $7.5 billion to shareholders, raised its dividend by 20%, expanded its share repurchase authorization by $10 billion, and guided FY27 revenue to about $140 billion at the midpoint with GAAP diluted EPS of $11.52 and non-GAAP diluted EPS of $12.90.

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FAQ

How many Dell Technologies (DELL) SEC filings are available on StockTitan?

StockTitan tracks 633 SEC filings for Dell Technologies (DELL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Dell Technologies (DELL)?

The most recent SEC filing for Dell Technologies (DELL) was filed on March 4, 2026.