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Stock brief · the live tape
DELLDell Technologies Inc. Class C
Information Technology
$456.24
▲ $86.60 (+23.4%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
8 members · 17 disclosed trades · 1616 insider filings
The Hill
▲ 9▼ 8
9 buys · 8 sellsThe Boardroom
▲ 87▼ 1529
87 buys · 1529 sells · 1616 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed67
Events counted, 90d1518
Net congressional flowmixed
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (congress)filingtrade (insider)call legput leg
The cost of chasing
Each rail runs from their trade to their filing. The hatched part is the move a copier missed to the disclosure lag; the solid part is what copying at the filing kept.
Armstrong+165.6+12.9
McGuire+15.7+16.6
Mullin+273.8+197.1
Mullin+271.1+281.3
Mullin+271.1+281.3
Moskowitz+203.0+258.6
Moskowitz+203.0+258.6
Moskowitz+203.0+258.6
McClain+181.6+272.4
McClain+183.4+272.4
Median copy kept +258.6% from the filing vs +203.0% from the trade date; the lag took -55.6 pts. The S&P returned +16.7% over the same windows. Numbers describe the window shown; they are not a forecast.
Who is behind it
Congress members with a disclosed position, biggest first. Click through to their dossier.
Markwayne MullinSenateFiled this one in 26dsold$98KJared MoskowitzHouse · the Judiciary · Foreign AffairsFiled this one in 43dbought$49KLisa C. McClainHouse · Financial Services · Education & WorkforceFiled this one in 21dmixed$40KMarjorie Taylor GreeneHouseFiled this one in 1dbought$16KAlan ArmstrongSenate · Health, Education, Labor & Pensions · Indian AffairsFiled this one in 116dbought$8K
Committee overlap is a fact, not an accusation. An option leg behind a share buy reads very differently from a plain purchase, so it is called out but never scored as intent.
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the tell.
Radakovich Lynn VojvodichDirectorScheduled · 10b5-1
Radakovich Lynn VojvodichDirectorScheduled · 10b5-1
Radakovich Lynn VojvodichDirectorScheduled · 10b5-1
SLTA IV (GP), L.L.C.Director, 10% OwnerUnscheduled
SLTA V (GP), L.L.C.Director, 10% OwnerUnscheduled
SLTA V (GP), L.L.C.Director, 10% OwnerUnscheduled
SLTA IV (GP), L.L.C.Director, 10% OwnerUnscheduled
SLTA IV (GP), L.L.C.Director, 10% OwnerUnscheduled
SLTA V (GP), L.L.C.Director, 10% OwnerUnscheduled
Silver Lake Partners V DE (AIV), L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners V DE (AIV), L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors V, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners IV, L.P.Director, 10% OwnerUnscheduled
SL SPV-2, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors V, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners V DE (AIV), L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Technology Investors IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners V DE (AIV), L.P.Director, 10% OwnerUnscheduled
SL SPV-2, L.P.Director, 10% OwnerUnscheduled
SL SPV-2, L.P.Director, 10% OwnerUnscheduled
SL SPV-2, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners IV, L.P.Director, 10% OwnerUnscheduled
Silver Lake Partners V DE (AIV), L.P.Director, 10% OwnerUnscheduled
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
No disclosed option legs on DELL yet. They plot here the day they file.
A call and a put are shown as filed. We do not infer whether a leg is a hedge or a leveraged bet, because the filing does not say. Read the strike and expiry, not an implied intent.
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
13F fund positions on DELL light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.
Cross-check
When different sources file on the same name inside a window. Overlap like this is rare.
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- John J. McGuire IIIHouse · Armed Services · Oversight & Government Reform▼
- Radakovich Lynn VojvodichDirector▼
- SLTA IV (GP), L.L.C.Director, 10% Owner▼
- SLTA V (GP), L.L.C.Director, 10% Owner▼
- Silver Lake Partners V DE (AIV), L.P.Director, 10% Owner▲
Last 90 days · 6 filers converging
Sources file on different clocks; an overlap like this is rare.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.