Insider and congress filings
Dell Technologies Inc. (DELL)
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About Dell Technologies Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Computer Hardware
- Chief executive
- Michael Saul Dell
- Employees
- 97,000
- Listed since
- Aug 17, 2016
- Market value
- $288.0B
- Price to earnings (12 mo)
- 25.9
- Net income per share, as reported (12 mo)
- $17.64
- Dividend yield
- 0.53%
Company news
3 articles · newest first| Headline | Source | Date |
|---|---|---|
| Dell Technologies' general counsel Richard Rothberg to retire February 1, 2027Dell Technologies said Rothberg will remain employed to provide transitional assistance through April 30, 2027. | Form 8-K | Oct 21, 2026 |
| Dell Technologies adds new Windows PCs and workstations for agentic AIThe expanded lineup spans a premium creator laptop, a compact creator desktop and an AI workstation, built with NVIDIA and Microsoft. | Company release | Oct 7, 2026 |
| Dell Technologies expands its AI Data Platform to give AI agents trusted enterprise dataDell Technologies said the data, not the model, is the bottleneck in most cases to scaling enterprise AI. | Company release | Oct 6, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Nov 24, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2027reported Sep 1, 2026 | $7.04 | $4.91 | $47.0B | $44.9B | EPS beatRevenue beat |
| Q1 FY2027reported May 28, 2026 | $4.86 | $2.96 | $43.8B | $35.7B | EPS beatRevenue beat |
| Q4 FY2026reported Feb 26, 2026 | $3.89 | $3.53 | $33.4B | $31.7B | EPS beatRevenue beat |
| Q3 FY2026reported Nov 25, 2025 | $2.59 | $2.47 | $27.0B | $27.2B | EPS beatRevenue in line |
| Q2 FY2026reported Aug 28, 2025 | $2.32 | $2.29 | $29.8B | $29.0B | EPS in lineRevenue beat |
| Q1 FY2026reported May 29, 2025 | $1.55 | $1.70 | $23.4B | $23.2B | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed May 15, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Jeffrey W. ClarkeChief Operating Officer and Vice Chairman | $1.2M | $17.9M | $135.2M | $154.3M |
| William F. ScannellPresident, Global Sales and Customer Operations | $965K | $9.1M | $1.3M | $11.4M |
| Richard J. RothbergGeneral Counsel | $806K | $8.2M | $1.2M | $10.2M |
| David KennedyChief Financial Officer | $514K | $5.7M | $541K | $6.7M |
| Michael S. DellChairman and Chief Executive Officer | $950K | $0 | $2.4M | $3.4M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $10.4B | 24,094,119 | -2.6% | 3.74% |
| Vanguard Capital Management LLC | $8.2B | 19,013,637 | -2.2% | 2.95% |
| State Street Corp | $5.9B | 13,764,359 | -4.0% | 2.12% |
| Bank of America Corp | $4.7B | 10,842,148 | -24.7% | 1.68% |
| JPMorgan Chase & Co. | $4.3B | 10,437,458 | +238.7% | 1.62% |
| Vanguard Portfolio Management LLC | $3.3B | 7,668,070 | -4.3% | 1.19% |
| Geode Capital Management, LLC | $3.3B | 7,651,858 | -0.9% | 1.19% |
| Morgan Stanley | $3.1B | 7,074,450 | +6.4% | 1.10% |
| FMR LLC | $2.4B | 5,654,576 | +33.3% | 0.88% |
| Goldman Sachs Group Inc | $2.4B | 5,498,457 | -16.8% | 0.85% |
| Norges Bank | $1.9B | 4,312,543 | New | 0.67% |
| Boston Partners | $1.4B | 3,172,196 | -16.3% | 0.49% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding DELL
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Renaissance TechnologiesJim Simons | $279.0M | 646,677 | 0.4% |
| Joel GreenblattGotham Asset Management | $132.5M | 307,070 | 0.3% |
2 of the 97 fund managers we track list DELL shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Silver Lake Technology Investors V, L.P.Director | Sold · 15 lines | 398 | $581.43 | $231K | Oct 9, 2026filed Oct 14, 2026 | 2d |
| Silver Lake Technology Investors IV, L.P.Director | Sold · 17 lines | 996 | $582.30 | $580K | Oct 9, 2026filed Oct 14, 2026 | 2d |
| Silver Lake Partners IV, L.P.Director | Sold · 18 lines | 50,454 | $582.45 | $29.4M | Oct 9, 2026filed Oct 14, 2026 | 2d |
| SL Spv-2, L.P.Director | Sold · 17 lines | 44,408 | $582.30 | $25.9M | Oct 9, 2026filed Oct 14, 2026 | 2d |
| Silver Lake Partners V DE (AIV), L.P.Director | Sold · 2 lines | 2,940 | $589.02 | $1.7M | Oct 9, 2026filed Oct 14, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (11)
| Insider | Event | Shares | Date |
|---|---|---|---|
| SL Spv-2, L.P.Director | Other (see filing) | 21,486 | Oct 15, 2026 |
| Silver Lake Partners V DE (AIV), L.P.Director | Other (see filing) | 11,119 | Oct 15, 2026 |
| Silver Lake Partners IV, L.P.Director | Other (see filing) | 18,986 | Oct 15, 2026 |
| Richard Troy SharpChief Accounting Officer | Tax withholding | 146 | Oct 15, 2026 |
| Silver Lake Technology Investors V, L.P.Director | Option exercise | 449 | Oct 9, 2026 |
| Silver Lake Technology Investors IV, L.P.Director | Option exercise | 995 | Oct 9, 2026 |
| Silver Lake Partners IV, L.P.Director | Other (see filing) | 19,761 | Oct 9, 2026 |
| Silver Lake Partners IV, L.P.Director | Option exercise | 67,641 | Oct 9, 2026 |
| SL Spv-2, L.P.Director | Other (see filing) | 22,254 | Oct 9, 2026 |
| SL Spv-2, L.P.Director | Option exercise | 65,892 | Oct 9, 2026 |
| Silver Lake Partners V DE (AIV), L.P.Director | Other (see filing) | 11,567 | Oct 9, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in DELL
20 disclosures of 41 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +165.7%S&P 500 +19.8% · +145.8 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| John McGuireSpouse | Stock | Sale | $1,001 - $15,000 | +8.2%After the saleS&P 500 +0.4% · +7.8 pts vs S&P 500 | Jun 4, 2026 | Jun 10, 2026 | 6d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +117.2%After the saleS&P 500 +5.4% · +111.7 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +140.5%S&P 500 +10.8% · +129.7 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +157.5%S&P 500 +8.6% · +148.9 pts vs S&P 500 | Apr 15, 2026 | May 11, 2026 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +111.2%After the saleS&P 500 +6.4% · +104.8 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +177.3%After the saleS&P 500 +15.6% · +161.7 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +295.6%After the saleS&P 500 +12.1% · +283.5 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +293.2%After the saleS&P 500 +11.2% · +281.9 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Markwayne MullinJoint | Stock | Sale (Full) | $15,001 - $50,000 | +274.0%After the saleS&P 500 +10.7% · +263.3 pts vs S&P 500 | Feb 4, 2026 | Mar 2, 2026 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +268.3%After the saleS&P 500 +9.8% · +258.5 pts vs S&P 500 | Jan 6, 2026 | Feb 6, 2026 | 31d |
| Markwayne MullinSpouse | Stock | Sale (Full) | $15,001 - $50,000 | +271.3%After the saleS&P 500 +12.3% · +259.0 pts vs S&P 500 | Dec 18, 2025 | Jan 13, 2026 | 26d |
| Jared MoskowitzDependent child | Stock | Purchase | $1,001 - $15,000 | +203.1%S&P 500 +16.3% · +186.8 pts vs S&P 500 | Oct 10, 2025 | Nov 22, 2025 | 43d |
| Jared Moskowitz | Stock | Purchase | $15,001 - $50,000 | +203.1%S&P 500 +16.3% · +186.8 pts vs S&P 500 | Oct 10, 2025 | Nov 22, 2025 | 43d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +183.5%S&P 500 +11.7% · +171.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +183.5%After the saleS&P 500 +11.7% · +171.8 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +181.7%After the saleS&P 500 +11.4% · +170.3 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +317.9%S&P 500 +28.2% · +289.7 pts vs S&P 500 | Jan 15, 2025 | Aug 13, 2025 | 210d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +303.0%After the saleS&P 500 +26.0% · +277.0 pts vs S&P 500 | Jun 10, 2025 | Aug 13, 2025 | 64d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +528.8%S&P 500 +53.0% · +475.8 pts vs S&P 500 | Apr 8, 2025 | May 8, 2025 | 30d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in DELL, filterable by party, chamber, type and account.
Members of Congress reporting a position
3 members · estimate, as of Oct 22, 20263 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Jared Moskowitz | Democrat · House | $100,001 - $250,000 | 3.8% |
| Jacky Rosen | Democrat · Senate | $15,001 - $50,000 | 0.5% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.2% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling DELL?
Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
Which members of Congress have traded DELL?
Alan Armstrong, John McGuire, Ro Khanna, Markwayne Mullin, Jared Moskowitz, Lisa C. McClain and others disclosed DELL transactions in the filings shown here.
Which members of Congress hold DELL?
3 members of Congress report a position in DELL in the estimate we hold as of Oct 22, 2026. The estimated positions belong to Jared Moskowitz, Jacky Rosen and Michael A. Rulli. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is DELL in the S&P 500 or the Nasdaq 100?
Dell Technologies Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are DELL trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.