Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dell Technologies Inc.DELL · Entity 2822 | Chief Marketing Officer | March 15, 2024 | March 19, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Dell Technologies Inc.
Report date March 15, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common StockSEC Table I · non-derivative | Direct | 142,516 |
Ending reported balance
After 2024-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-15 · Tax withholding · Disposed 12,253 · Balance 73,120 F1: Represents shares withheld by the Issuer for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2021, March 15, 2022 and March 15, 2023. Row 2 · 2024-03-15 · Grant · Acquired 69,396 · Balance 142,516 F2: Represents 112,115 shares certified as earned with respect to an award of performance-based RSUs granted on March 15, 2021, net of 42,719 shares withheld by the Issuer for payment of the tax liability incurred on vesting of such shares. Vesting of the performance-based RSUs occurred simultaneously with their certification. |
| Class C Common StockSEC Table I · non-derivative | IndirectBy spouse | 678 |
Reported balance
Holding disclosure · report date 2024-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 678 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2021, March 15, 2022 and March 15, 2023.
F2: Represents 112,115 shares certified as earned with respect to an award of performance-based RSUs granted on March 15, 2021, net of 42,719 shares withheld by the Issuer for payment of the tax liability incurred on vesting of such shares. Vesting of the performance-based RSUs occurred simultaneously with their certification.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 12, 2020 21:25 UTC | Dell Technologies Inc. DELL · Entity 2822 | GrantClass C Common Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000550 · edgar.xml · nonDerivative · entry 1 Dew Allison · CIK 0001736762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 2,031 F1 · kind: The reporting person's spouse received a grant of 2,031 restricted stock units on March 15, 2019. The restricted stock units vest in three approximately equal installments on March 15, 2020, March 15, 2021 and March 15, 2022, in each case contingent on continued service by the grantee on the applicable vesting date. F1 · price: The reporting person's spouse received a grant of 2,031 restricted stock units on March 15, 2019. The restricted stock units vest in three approximately equal installments on March 15, 2020, March 15, 2021 and March 15, 2022, in each case contingent on continued service by the grantee on the applicable vesting date. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:22 UTC | Dell Technologies Inc. DVMT · Entity 2822 | GrantClass C Common Stock | 226,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-18-000778 · edgar.xml · nonDerivative · entry 1 Dew Allison · CIK 0001736762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,698 F1 · kind: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, contingent on the reporting person's continued service on each applicable vesting date. F1 · price: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, contingent on the reporting person's continued service on each applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.