Silver Lake Group filed $776M in DELL sales between June 2–10. The private equity giant, which holds a board seat at the PC and server maker, sold shares at prices ranging from $414 to $435. The flurry of filings hit in early June, just as Dell's stock was trading near multi-year highs driven by AI server demand.
Meanwhile, NVIDIA independent director Mark Stevens filed the sale of 900,000 shares worth roughly $199M on June 4. Trades were executed around $220–$222 per share. Two separate filings in one day point to a pre-planned selling program, though the size still stands out.
The Walton family trust filed $510M in WMT sales across late May and early June. The Walton family routinely trims its stake, but five separate filings totaling over half a billion dollars in under two weeks is a notable cluster.
CRWV director Jack Cogen filed the sale of $70M in CoreWeave shares. The trades occurred May 26–28 at prices around $105–$108. CoreWeave only went public in early 2025, making early director sales worth watching.
On the buying side, no major US C-level executives filed significant open-market purchases above $1M in the period — a bearish signal when paired with the heavy selling across tech names.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
