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 15, 2020 Filed Mar 18, 2020 00:24 UTC | Dell Technologies Inc. DELL · Entity 2822 | GrantClass C Common Stock | 50,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000590 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,959 F1 · price: Represents a grant of 50,070 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 14, 2020 Filed Jan 16, 2020 21:30 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 2,401 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000145 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481,818 Underlying: Class C Common Stock · 2,401 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 681,818 time-based options and 800,000 performance-based options. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 21:30 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 300 | $51.28 | $15,384.00 |
DisclosureSEC source: 0001123292-20-000145 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $51.282. These shares were sold in multiple transactions at prices ranging from $51.22 to $51.40, inclusive. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 21:30 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 2,101 | $50.68 | $106,478.68 |
DisclosureSEC source: 0001123292-20-000145 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,189 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 $50.679. These shares were sold in multiple transactions at prices ranging from $50.20 to $51.08, 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 14, 2020 Filed Jan 16, 2020 21:30 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 2,401 | $13.75 | $33,013.75 |
DisclosureSEC source: 0001123292-20-000145 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,290 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 |
| January 09, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 100 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · derivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,484,219 Underlying: Class C Common Stock · 100 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. F3 · derivative.exercise_date: The options are fully vested. F5 · balance_after: Consists of 684,219 time-based options and 800,000 performance-based options. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 100 | $50.25 | $5,025.00 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100 | $13.75 | $1,375.00 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,989 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 |
| January 08, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 97,499 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · derivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,484,319 Underlying: Class C Common Stock · 97,499 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. F3 · derivative.exercise_date: The options are fully vested. F4 · balance_after: Consists of 684,319 time-based options and 800,000 performance-based options. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 97,499 | $50.00 | $4,874,950.00 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $50.004. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.04, 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. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 21:48 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 97,499 | $13.75 | $1,340,611.25 |
DisclosureSEC source: 0001123292-20-000128 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,388 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 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 42,909 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · derivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class C Common Stock · 42,909 shares Expires 2023-11-25 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. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 57,091 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · derivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,581,818 Underlying: Class C Common Stock · 57,091 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 781,818 time-based options and 800,000 performance-based options. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 42,909 | $50.52 | $2,167,762.68 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $50.52. These shares were sold in multiple transactions at prices ranging from $50.22 to $50.93, inclusive. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 42,909 | $13.75 | $589,998.75 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,798 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 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 57,091 | $50.51 | $2,883,666.41 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $50.512. These shares were sold in multiple transactions at prices ranging from $50.20 to $50.93, 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 |
| October 16, 2019 Filed Oct 18, 2019 20:36 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 57,091 | $13.75 | $785,001.25 |
DisclosureSEC source: 0001123292-19-001235 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,980 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 |
| September 03, 2019 Filed Sep 5, 2019 21:34 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: 0001123292-19-001100 · edgar.xml · derivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,909 Underlying: Class C Common Stock · 100,000 shares Expires 2023-11-25 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 performance-based options. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 5,746 | $51.78 | $297,527.88 |
DisclosureSEC source: 0001123292-19-001100 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $51.779. These shares were sold in multiple transactions at prices ranging from $51.66 to $51.79, inclusive. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 94,254 | $51.29 | $4,834,287.66 |
DisclosureSEC source: 0001123292-19-001100 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,635 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 $51.29. These shares were sold in multiple transactions at prices ranging from $50.66 to $51.62, 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 |
| September 03, 2019 Filed Sep 5, 2019 21:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 100,000 | $13.75 | $1,375,000.00 |
DisclosureSEC source: 0001123292-19-001100 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,889 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 01, 2019 Filed Jul 3, 2019 20:42 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 98,055 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-19-000983 · edgar.xml · derivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,909 Underlying: Class C Common Stock · 98,055 shares Expires 2023-11-25 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. F3 · derivative.exercise_date: The options are fully vested. F4 · balance_after: Consists of performance-based options. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:42 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 98,055 | $51.60 | $5,059,638.00 |
DisclosureSEC source: 0001123292-19-000983 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 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 $51.60. These shares were sold in multiple transactions at prices ranging from $51.28 to $52.21, 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 range set forth in this footnote. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:42 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 98,055 | $13.75 | $1,348,256.25 |
DisclosureSEC source: 0001123292-19-000983 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,944 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 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 56,233 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · derivative · entry 8 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,964 Underlying: Class C Common Stock · 56,233 shares Expires 2023-11-25 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. F7 · derivative.exercise_date: The options are fully vested. F8 · balance_after: Consists of 240,964 performance-based options. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 300 | $52.51 | $15,753.00 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 7 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,889 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 represents a weighted average sales price of $52.508. These shares were sold in multiple transactions at prices ranging from $52.33 to $52.66, inclusive. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 5,721 | $51.08 | $292,228.68 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,189 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 represents a weighted average sales price of $51.078. These shares were sold in multiple transactions at prices ranging from $51.04 to $51.09, inclusive. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 100 | $52.58 | $5,258.00 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,910 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 50,112 | $51.14 | $2,562,727.68 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,010 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 $51.139. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.28, inclusive. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 7,551 | $51.87 | $391,670.37 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,122 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 $51.866. These shares were sold in multiple transactions at prices ranging from $51.66 to $52.655, inclusive. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 71,283 | $51.19 | $3,648,976.77 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,673 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 $51.193. These shares were sold in multiple transactions at prices ranging from $50.66 to $51.65, 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 footnotes 2, 3, 4, 5, and 6 to this Form 4. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 23:18 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 56,233 | $13.75 | $773,203.75 |
DisclosureSEC source: 0001123292-19-000969 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,956 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 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 145,712 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · derivative · entry 11 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,197 Underlying: Class C Common Stock · 145,712 shares Expires 2023-11-25 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. F11 · derivative.exercise_date: The options are fully vested. F12 · balance_after: Consists of 50,212 time-based options and 246,985 performance-based options. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 2,285 | $52.78 | $120,602.30 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 10 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,723 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F10 · price: The price reported in Column 4 represents a weighted average sales price of $52.776. These shares were sold in multiple transactions at prices ranging from $52.76 to $52.80, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 31,612 | $52.30 | $1,653,307.60 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 9 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,008 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F9 · price: The price reported in Column 4 represents a weighted average sales price of $52.304. These shares were sold in multiple transactions at prices ranging from $51.76 to $52.755, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 1,922 | $51.48 | $98,944.56 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 8 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,620 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: The price reported in Column 4 represents a weighted average sales price of $51.484. These shares were sold in multiple transactions at prices ranging from $50.75 to $51.74, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 5,100 | $52.77 | $269,127.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 7 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,542 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The price reported in Column 4 represents a weighted average sales price of 52.765. These shares were sold in multiple transactions at prices ranging from $52.75 to $52.81, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 29,524 | $52.46 | $1,548,829.04 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 6 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,642 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 represents a weighted average sales price of $52.46. These shares were sold in multiple transactions at prices ranging from $51.75 to $52.744, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 9,300 | $51.63 | $480,159.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 5 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,166 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 represents a weighted average sales price of $51.63. These shares were sold in multiple transactions at prices ranging from $50.75 to $51.74, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 5,900 | $52.77 | $311,343.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 4 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,466 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 $52.773. These shares were sold in multiple transactions at prices ranging from $52.75 to $52.86, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 78,988 | $52.34 | $4,134,231.92 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 3 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,366 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 $52.343. These shares were sold in multiple transactions at prices ranging from $51.75 to $52.74, inclusive. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | SaleClass C Common Stock | 16,900 | $51.64 | $872,716.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,354 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 $51.64. These shares were sold in multiple transactions at prices ranging from $50.75 to $51.74, 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 footnotes 2, 3, 4, 5, 6, 7, 8, 9 and 10 to this Form 4. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 23:34 UTC | Dell Technologies Inc. DELL · Entity 2822 | Exercise / conversionClass C Common Stock | 145,712 | $13.75 | $2,003,540.00 |
DisclosureSEC source: 0001123292-19-000933 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,254 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 20, 2019 Filed Jun 24, 2019 22:14 UTC | Dell Technologies Inc. DELL · Entity 2822 | ConversionClass A Common Stock · Derivative | 14,653 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000901 · edgar.xml · derivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class C Common Stock · 14,653 shares Expires not disclosed 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_price: Each share of Class A Common Stock is convertible into one share of Class C Common Stock at any time at the holder's election. F2 · price: Each share of Class A Common Stock is convertible into one share of Class C Common Stock at any time at the holder's election. F2 · derivative.exercise_date: Each share of Class A Common Stock is convertible into one share of Class C Common Stock at any time at the holder's election. F2 · derivative.expiration_date: Each share of Class A Common Stock is convertible into one share of Class C Common Stock at any time at the holder's election. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 22:14 UTC | Dell Technologies Inc. DELL · Entity 2822 | ConversionClass C Common Stock | 14,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000901 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,542 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 conversion of 14,653 shares of Class A Common Stock into an equal number of shares of Class C Common Stock. F2 · price: Each share of Class A Common Stock is convertible into one share of Class C Common Stock at any time at the holder's election. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 22:24 UTC | Dell Technologies Inc. DELL · Entity 2822 | GrantClass C Common Stock | 28,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000556 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,889 F1 · price: Represents a grant of 28,889 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 |
| April 27, 2017 Filed May 1, 2017 22:12 UTC | Dell Technologies Inc. DVMT · Entity 2822 | Exercise / conversionOptions to Acquire Class C Common Stock · Derivative | 40,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001123292-17-000880 · edgar.xml · derivative · entry 2 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,000 Underlying: Class C Common Stock · 40,000 shares Expires 2023-11-25 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 · derivative.exercise_date: Represents the disposition of time-based options that vest in five equal annual installments during a vesting period that began on 11/25/2013. Read SEC document |
| April 27, 2017 Filed May 1, 2017 22:12 UTC | Dell Technologies Inc. DVMT · Entity 2822 | Exercise / conversionClass C Common Stock | 40,000 | $13.75 | $550,000.00 |
DisclosureSEC source: 0001123292-17-000880 · edgar.xml · nonDerivative · entry 1 Sweet Thomas W · CIK 0001399072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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. 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.