Silver Lake Group filed this week disclosing it sold $266 million worth of DELL shares. The sales ran from June 12 through July 9, offloading over 626,000 shares at around $451–$453 each. Silver Lake holds a board seat at Dell and is a 10% owner. The steady drip of selling comes as Dell stock has climbed sharply on AI infrastructure demand.
At AVGO, the pattern is similar. Chief Legal Officer Mark Brazeal filed to show he sold nearly $30 million in Broadcom stock across June and July. Broadcom shares recently crossed $400. Two independent directors also filed smaller sales this month.
CASY — Casey's General Stores — saw a cluster of three executives file sales on July 10. CFO Stephen Bramlage sold $4.8 million worth of shares. COO Ena Williams sold $2.3 million. A director sold a further $443,000. All trades occurred July 8–9.
On the buying side, NTSK — Netskope — showed a split signal. Venture backer Lightspeed sold $17.9 million in shares. But ICONIQ Strategic Partners stepped in and bought nearly $11 million across July 8–13. That counter-buying from a major institutional backer is worth watching.
CrowdStrike director Denis O'Leary also filed a $2.7 million sale on July 15, made at $187.87 per share.
This article is for informational purposes only and does not constitute financial 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.
