Silver Lake has been filing sales in DELL at pace. The private equity firm, a 10% owner and board member, filed $237 million in sales over the past month. Most filings landed this week, covering trades on July 6 and 8.
The chip equipment sector is also seeing heavy selling. AMAT CEO Gary Dickerson filed over $142 million in total sales alongside four other insiders. Dickerson alone sold more than $85 million worth of stock. His largest single trade, filed July 1, was worth $35 million. The board chair and a division president also sold.
TTAN — ServiceTitan — shows a similar pattern. Bessemer Venture Partners, a 10% owner and board member, filed nearly $87 million in sales over the past two weeks. The VC firm sold shares on seven separate days from late June through July 9.
On the buying side, 5N Plus tells the opposite story. The Caisse de Dépôt et Placement du Québec dumped over $58 million in the Canadian materials company since late May — a persistent exit from a former flagship position.
These are all freshly filed disclosures. They are not investment advice.
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.
