Two US tech giants saw a wave of insider selling this month. The filings make for notable reading.
At DELL, Silver Lake Group has been offloading shares relentlessly. The investment firm, a 10% owner with a board seat, filed more than $500M in total sales over the past 30 days. Its latest batch — worth roughly $16M — was reported on July 8. The steady drumbeat of sales comes as Dell stock trades above $400.
AMAT tells a similar story. CEO Gary Dickerson filed $50M in sales at the end of June, selling blocks of shares at prices between $590 and $735. CTO Omkaram Nalamasu and Independent Chairman Thomas Iannotti also filed significant sales. In total, five executives reported over $142M in disposals this month.
Meanwhile, VC backer Bessemer Venture Partners has been aggressively trimming its stake in TTAN — ServiceTitan — filing $76M in sales since mid-June. The most recent batch, worth $13M, was filed on July 7 at $80 per share. The stock has climbed sharply since its late-2025 IPO, giving early investors ample profit to take off the table.
On the buying side, OCI N.V. Executive Chairman Nassef Sawiris filed a €1.3M purchase of OCI shares on July 9, picking up 281,728 shares at €4.07 — a vote of confidence from the top.
This is not financial advice.
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