Silver Lake Group filed this week showing it sold over $223 million worth of DELL shares. The private equity firm made multiple trades on July 9 at around $452 per share. Silver Lake holds a board seat at Dell — making the scale of selling notable.
The AMAT CEO also filed recently. Gary Dickerson sold more than $104 million in Applied Materials stock between June 15 and June 30. The trades came at a time when semiconductor equipment stocks have been running hard.
On the buying side, ASTS CEO Abel Avellan filed a sale of $146.7 million in AST SpaceMobile stock — but the founder still holds a large position. More telling is the buy side: NXST founder and CEO Perry Sook spent nearly $2 million buying Nexstar Media shares on June 26. CEO purchases of that size typically signal personal conviction in the stock.
Two FISV executives filed purchases in June. Both the CFO and Chief Administration Officer bought Fiserv shares near $49. Dual C-suite buying in a short window is a pattern worth watching.
PBF billionaire shareholder Carlos Slim filed selling over $115 million in PBF Energy shares across multiple tranches. The sales stretched from late June into mid-July, suggesting a deliberate exit from the refiner.
This is not financial advice.
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