Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | May 12, 2026 | May 13, 2026 |
| Dell Technologies Inc.DELL · Entity 2822 | Chief Financial Officer | March 31, 2023 | April 04, 2023 |
| Medline Inc.MDLN · Entity 3040 | Director | December 16, 2025 | June 15, 2026 |
| TRIMBLE INC.TRMB · Entity 3390 | Director | June 17, 2026 | June 22, 2026 |
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.
3M CO
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 5,795.588 |
Reported balance
After 2026-05-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,360.402 · Balance 5,795.588 F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. F2: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
F2: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account.
Dell Technologies Inc.
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common StockSEC Table I · non-derivative | Direct | 211,608 |
Reported balance
After 2023-03-31 transaction · row 1
1 source rowRow 1 · 2023-03-31 · Sale · Disposed 283,388 · Balance 211,608 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 13, 2022. F2: The price reported in Column 4 represents a weighted average sales price of $40.1377. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.39, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 13, 2022.
F2: The price reported in Column 4 represents a weighted average sales price of $40.1377. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.39, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
Medline Inc.
Report date December 16, 2025 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Mallard Advisory LLC | 12,413 |
Reported balance
After 2025-12-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-16 · Grant · Acquired 12,413 · Balance 12,413 F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027. F2: These securities are held by Mallard Advisory LLC, of which the Reporting Person is a manager. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,387 |
Reported balance
After 2026-06-11 transaction · row 2
1 source rowRow 2 · 2026-06-11 · Grant · Acquired 5,387 · Balance 5,387 F3: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027.
F2: These securities are held by Mallard Advisory LLC, of which the Reporting Person is a manager.
F3: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant.
TRIMBLE INC.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,975 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Exercise / conversion · Acquired 3,974 · Balance 22,975 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-06-17 | Direct | 0 |
Reported balance
After 2026-06-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-17 · Exercise / conversion · Disposed 3,974 · Balance 0 F1: 100% of these restricted stock units will vest 12 months from the vest commencement date of June 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of these restricted stock units will vest 12 months from the vest commencement date of June 17, 2025.
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 22, 2021 Filed Mar 24, 2021 21:15 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 66,491 | $88.07 | $5,855,862.37 |
DisclosureSEC source: 0001123292-21-000533 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,968 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $88.073. These shares were sold in multiple transactions at prices ranging from $87.96 to $88.28, inclusive. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:15 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 133,509 | $87.57 | $11,691,383.13 |
DisclosureSEC source: 0001123292-21-000533 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,459 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $87.572. These shares were sold in multiple transactions at prices ranging from $86.96 to $87.955, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:15 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 200,000 | $13.75 | $2,750,000.00 |
DisclosureSEC source: 0001123292-21-000533 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,968 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 01:01 UTC | Dell Technologies Inc. DELL · Entity 2822 | Tax withholdingClass C Common Stock | 10,358 | $88.82 | $919,997.56 |
DisclosureSEC source: 0001123292-21-000522 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,968 F2 · kind: Represents shares withheld by Dell Technologies Inc. for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2019 and March 15, 2020. F2 · price: Represents shares withheld by Dell Technologies Inc. for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2019 and March 15, 2020. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 01:01 UTC | Dell Technologies Inc. DELL · Entity 2822 | GrantClass C Common Stock | 20,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000522 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,326 F1 · price: Represents a grant of 20,157 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 |
| January 11, 2021 Filed Jan 13, 2021 21:22 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 100,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-21-000073 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881,818 Underlying: Class C Common Stock · 100,000 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 381,818 time-based otions and 500,000 performance-based options. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:22 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 10,500 | $76.73 | $805,665.00 |
DisclosureSEC source: 0001123292-21-000073 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $76.732. These shares were sold in multiple transactions at prices ranging from $76.70 to $76.84, inclusive. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:22 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 89,500 | $76.18 | $6,818,110.00 |
DisclosureSEC source: 0001123292-21-000073 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,669 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $76.184. These shares were sold in multiple transactions at prices ranging from $75.70 to $76.695, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:22 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100,000 | $13.75 | $1,375,000.00 |
DisclosureSEC source: 0001123292-21-000073 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:32 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 100,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001272 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981,818 Underlying: Class C Common Stock · 100,000 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 381,818 time-based otions and 600,000 performance-based options. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:32 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 37,525 | $73.66 | $2,764,091.50 |
DisclosureSEC source: 0001123292-20-001272 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $73.664. These shares were sold in multiple transactions at prices ranging from $73.40 to $73.87, inclusive. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:32 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 62,475 | $72.95 | $4,557,551.25 |
DisclosureSEC source: 0001123292-20-001272 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,694 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $72.948. These shares were sold in multiple transactions at prices ranging from $72.40 to $73.39, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:32 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100,000 | $13.75 | $1,375,000.00 |
DisclosureSEC source: 0001123292-20-001272 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 22:35 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 5,354 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001191 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,081,818 Underlying: Class C Common Stock · 5,354 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 381,818 time-based options and 700,000 performance-based options. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 22:35 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 754 | $66.10 | $49,839.40 |
DisclosureSEC source: 0001123292-20-001191 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $66.096. These shares were sold in multiple transactions at prices ranging from $66.04 to $65.15, inclusive. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 22:35 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 4,600 | $65.48 | $301,208.00 |
DisclosureSEC source: 0001123292-20-001191 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,923 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $65.478. These shares were sold in multiple transactions at prices ranging from $65.02 to $65.98, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 22:35 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 5,354 | $13.75 | $73,617.50 |
DisclosureSEC source: 0001123292-20-001191 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 12, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 2,800 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · derivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087,172 Underlying: Class C Common Stock · 2,800 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F6 · balance_after: Consists of 381,818 time-based options and 705,354 performance-based options. Read SEC document |
| November 12, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 2,800 | $65.16 | $182,448.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $65.162. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.37, inclusive. Read SEC document |
| November 12, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 2,800 | $13.75 | $38,500.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,969 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 11, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 2,900 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · derivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,972 Underlying: Class C Common Stock · 2,900 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 381,818 time-based options and 708,154 performance-based options. Read SEC document |
| November 11, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 2,900 | $65.12 | $188,848.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $65.118. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.21, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3. Read SEC document |
| November 11, 2020 Filed Nov 14, 2020 00:09 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 2,900 | $13.75 | $39,875.00 |
DisclosureSEC source: 0001123292-20-001181 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,069 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 4,700 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · derivative · entry 7 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,092,872 Underlying: Class C Common Stock · 4,700 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options are fully vested. F7 · balance_after: Consists of 381,818 time-based options and 711,054 performance-based options. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 4,700 | $65.01 | $305,547.00 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · nonDerivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 represents a weighted average sales price of $65.011. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.16, inclusive. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 4,700 | $13.75 | $64,625.00 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 50,727 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · derivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097,572 Underlying: Class C Common Stock · 50,727 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options are fully vested. F6 · balance_after: Consists of 381,818 time-based options and 715,754 performance-based options. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 300 | $66.02 | $19,806.00 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $66.017. These shares were sold in multiple transactions at prices ranging from $66.00 to $66.03, inclusive. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 50,427 | $65.37 | $3,296,412.99 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,469 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $65.365. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.99, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2, 3 and 4 to this Form 4. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:46 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 50,727 | $13.75 | $697,496.25 |
DisclosureSEC source: 0001123292-20-001173 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,896 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:20 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 33,519 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001147 · edgar.xml · derivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,148,299 Underlying: Class C Common Stock · 33,519 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options are fully vested. F6 · balance_after: Consists of 381,818 time-based options and 766,481 performance-based options. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:20 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 2,300 | $67.25 | $154,675.00 |
DisclosureSEC source: 0001123292-20-001147 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 represents a weighted average sales price of $67.25. These shares were sold in multiple transactions at prices ranging from $67.14 to $67.38, inclusive. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:20 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 20,519 | $66.33 | $1,361,025.27 |
DisclosureSEC source: 0001123292-20-001147 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,469 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $66.328. These shares were sold in multiple transactions at prices ranging from $66.03 to $66.92, inclusive. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:20 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 10,700 | $65.46 | $700,422.00 |
DisclosureSEC source: 0001123292-20-001147 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,988 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $65.461. These shares were sold in multiple transactions at prices ranging from $65.03 to $66.02, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2, 3 and 4 to this Form 4. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:20 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 33,519 | $13.75 | $460,886.25 |
DisclosureSEC source: 0001123292-20-001147 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,688 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 20:55 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 100,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-001129 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,181,818 Underlying: Class C Common Stock · 100,000 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 381,818 time-based options and 800,000 performance-based options. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 20:55 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 32,917 | $68.52 | $2,255,472.84 |
DisclosureSEC source: 0001123292-20-001129 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $68.521. These shares were sold in multiple transactions at prices ranging from $68.25 to $68.84, inclusive. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 20:55 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 67,083 | $67.80 | $4,548,227.40 |
DisclosureSEC source: 0001123292-20-001129 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,086 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $67.795. These shares were sold in multiple transactions at prices ranging from $67.25 to $68.24, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3 to this Form 4. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 20:55 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100,000 | $13.75 | $1,375,000.00 |
DisclosureSEC source: 0001123292-20-001129 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 08, 2020 Filed Jul 10, 2020 21:03 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 100,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000977 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,281,818 Underlying: Class C Common Stock · 100,000 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 481,818 time-based options and 800,000 performance-based options. Read SEC document |
| July 08, 2020 Filed Jul 10, 2020 21:03 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 7,191 | $54.01 | $388,385.91 |
DisclosureSEC source: 0001123292-20-000977 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 represents a weighted average sales price of $54.012. These shares were sold in multiple transactions at prices ranging from $53.94 to $54.11, inclusive. Read SEC document |
| July 08, 2020 Filed Jul 10, 2020 21:03 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 92,809 | $53.46 | $4,961,569.14 |
DisclosureSEC source: 0001123292-20-000977 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,360 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 represents a weighted average sales price of $53.457. These shares were sold in multiple transactions at prices ranging from $52.94 to $53.935, inclusive. The reporting person undertakes to provide to Dell Technologies Inc., any security holder of Dell Technologies Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth in footnotes 2 and 3 to this Form 4. Read SEC document |
| July 08, 2020 Filed Jul 10, 2020 21:03 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100,000 | $13.75 | $1,375,000.00 |
DisclosureSEC source: 0001123292-20-000977 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:28 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 96,962 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000860 · edgar.xml · derivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381,818 Underlying: Class C Common Stock · 96,962 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options are fully vested. F3 · balance_after: Consists of 581,818 time-based options and 800,000 performance-based options. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:28 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 96,962 | $50.00 | $4,848,100.00 |
DisclosureSEC source: 0001123292-20-000860 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: Represents multiple sales transactions effected at the price of $50.00. The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:28 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 96,962 | $13.75 | $1,333,227.50 |
DisclosureSEC source: 0001123292-20-000860 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,131 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents multiple sales transactions effected at the price of $50.00. The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 3,038 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000840 · edgar.xml · derivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478,780 Underlying: Class C Common Stock · 3,038 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options are fully vested. F3 · balance_after: Consists of 678,780 time-based options and 800,000 performance-based options. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 3,038 | $50.00 | $151,900.00 |
DisclosureSEC source: 0001123292-20-000840 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 3,038 | $13.75 | $41,772.50 |
DisclosureSEC source: 0001123292-20-000840 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 15, 2020 Filed Mar 18, 2020 00:24 UTC | Dell Technologies Inc. DELL · Entity 2822 | Tax withholdingClass C Common Stock | 3,790 | $35.95 | $136,250.50 |
DisclosureSEC source: 0001123292-20-000590 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,169 F2 · kind: Represents shares withheld by Dell Technologies Inc. for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2019. F2 · price: Represents shares withheld by Dell Technologies Inc. for payment of the tax liability incurred upon the partial vesting of RSUs granted on March 15, 2019. 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.