Highest-materiality recent filing
Dell amends bylaws to impose stricter shareholder proposal requirements under Texas law
Effective July 2, 2026, Board approved amendments electing Section 21.373 of Texas Business Organizations Code.
Dell redomiciles from Delaware to Texas effective July 1, 2026; shareholders approve
Shareholders approved redomestication with ~96% of votes cast in favor (3.358B for, 107.7M against).
Dell issues 3.4M Class C shares on Silver Lake Class B conversions
Silver Lake entities converted 3,438,364 Class B shares into Class C shares over June 1-12, 2026.
Dell completes $3B senior notes offering in three tranches; maturities 2031/2034/2037
Issued $1.0B 4.750% notes due 2031, $750M 5.000% notes due 2034, $1.25B 5.250% notes due 2037.
Dell Technologies issues $3B in senior notes across three tranches due 2031-2037
$1.0B 4.750% Senior Notes due 2031, $750M 5.000% due 2034, $1.25B 5.250% due 2037.
Dell Technologies enters $6B revolving credit facility, replaces prior agreement
New $6B senior unsecured revolver matures June 10, 2031; LC subfacility of up to $500M.
Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised
Record revenue of $43.8B (+88% YoY); GAAP diluted EPS $5.24 (+282% YoY); non-GAAP diluted EPS $4.86 (+214% YoY)
Dell issues 4.24M Class C shares upon Silver Lake Class B conversions
4,237,699 Class B shares converted to Class C on 8 dates between Mar 2 and Apr 16, 2026.
Dell reports record FY26 revenue $113.5B (+19%), raises dividend 20%, guides FY27 rev $140B
Record FY26 revenue $113.5B (+19% YoY); diluted EPS $8.68 (+36%); non-GAAP diluted EPS $10.30 (+27%).
Dell appoints David Kennedy as permanent CFO with $760k salary and $3M RSU grant
David Kennedy appointed permanent CFO effective November 24, 2025, after serving as interim since September 9, 2025.
Revenue $27.0B (+11% YoY), GAAP EPS $2.28 (+39%), non-GAAP EPS $2.59 (+17%).
Dell awards 1,796 time-based RSUs to new CAO Richard Troy Sharp
Appointment as SVP, Corporate Finance & CAO effective August 8, 2025 disclosed previously.
Dell raises long-term revenue growth target to 7-9%, EPS growth to 15%+
Annual revenue growth target raised to 7-9% from prior 3-4%.
Dell Technologies completes $4.5B public offering of senior notes across four tranches
Total $4.5B senior notes: $750M 4.150% due 2029, $1.25B 4.500% due 2031, $1.25B 4.750% due 2032, $1.25B 5.100% due 2036.
Dell grants 10,580 RSUs to interim CFO David Kennedy
Interim CFO David Kennedy received 10,580 time-based RSUs on Sept 30, 2025.
Dell grants COO Jeffrey Clarke 2.5M share option award valued at ~$132.4M
Award of 2,500,000 performance-based stock options to COO/Vice Chairman Jeffrey Clarke.
Silver Lake converts 3.9M Class B shares to Class C common stock
3,915,292 Class B shares converted to Class C stock on four dates in September 2025.
Dell issues $4.5B of senior notes in four tranches to refinance 2026 debt
Issued $750M 4.150% notes due 2029, $1.25B 4.500% notes due 2031, $1.25B 4.750% notes due 2032, $1.25B 5.100% notes due 2036.
Dell CFO Yvonne McGill resigns; David Kennedy named interim CFO
Yvonne McGill resigns as CFO effective Sept 9, 2025; will remain as advisor through Oct 31, 2025.
Dell Q2 FY26 revenue $29.8B record, +19% YoY; raises AI server guidance to $20B
Record Q2 revenue $29.8B (+19% YoY); GAAP EPS $1.70 (+38%), non-GAAP EPS $2.32 (+19%).
Dell appoints Richard Troy Sharp as new CAO; Rios steps down from role
Brunilda (Bruny) Rios steps down as principal accounting officer effective Aug 8, 2025; remains SVP.
Dell issues 3.4M Class C shares on conversion of Class B shares held by Silver Lake entities
3,421,793 shares of Class C common stock issued upon one-for-one conversion of Class B common stock held by Silver Lake affiliates on six dates in June and July 2025.
All seven Group I director nominees elected with over 3.5B votes each; Michael Dell, David Dorman, Egon Durban, David Grain, William Green, Ellen Kullman, Steven Mollenkopf.
Dell Q1 FY2026 revenue $23.4B (+5% YoY); AI server orders $12.1B, exceeding FY25 total
Q1 revenue $23.4B (+5% YoY); GAAP diluted EPS $1.37 flat; non-GAAP diluted EPS $1.55 (+17%).
Dell completes $4B public offering of senior notes across four tranches
$1B 4.750% notes due 2028, $1B 5.000% notes due 2030, $1B 5.300% notes due 2032, $1B 5.500% notes due 2035.
Dell Technologies raises $4B in senior notes across four tranches
Issued $1B each of 4.750% notes due 2028, 5.000% due 2030, 5.300% due 2032, 5.500% due 2035.
Dell FY25 revenue $95.6B (+8% YoY), record EPS $6.38; discloses material weakness in controls
Full-year GAAP EPS $6.38 (record, +39% YoY); non-GAAP EPS $8.14 (+10%). Revenue $95.6B (+8%).
Dell reports conversion of 3.99M Class B shares to Class C by Silver Lake entities
Silver Lake entities converted 3,991,503 Class B shares to Class C common stock between Dec 5, 2024 and Jan 8, 2025 on a 1-for-1 basis.
Michael Dell converts 25M Class A shares to Class C, reducing voting power
Michael Dell converted 25,000,000 Class A shares to Class C common stock on Nov 29, 2024.
Dell Q3 FY25 revenue $24.4B (+10% YoY); ISG servers +58%, EPS $1.58 GAAP, $2.15 non-GAAP
Revenue $24.4B (+10% YoY); operating income $1.7B (+12%); diluted EPS $1.58 (+16%).
Dell Technologies issues $1.5B senior notes in two tranches (4.350% due 2030, 4.850% due 2035)
Dell subsidiaries issued $700M 4.350% Senior Notes due 2030 and $800M 4.850% Senior Notes due 2035.
Dell issues $1.5B in two-tranche senior note offering to refinance 2025 notes
Priced $700M of 4.350% Senior Notes due 2030 and $800M of 4.850% Senior Notes due 2035.
Michael Dell converts 26.5M Class A shares to Class C, voting power reduced
Michael Dell converted 26,500,000 Class A shares to Class C shares on Sep 16-17, 2024, on a one-for-one basis.
Dell Q2 FY2025 revenue $25B (+9% YoY); record ISG revenue $11.6B (+38%)
Net income $841M, up 85% YoY; diluted EPS $1.17 (+86%), non-GAAP diluted EPS $1.89 (+9%).
Dell reports conversion of 5.6M Class B shares to Class C by Silver Lake entities
Between June 18 and July 9, 2024, Silver Lake funds converted 5,645,560 shares of Class B common stock into Class C common stock on a one-for-one basis.
Michael S. Dell and six other Group I directors elected with over 4.18 billion votes each.
Silver Lake converts 4.3M Dell Class B shares to Class C in April-June 2024
Silver Lake entities converted 4,288,259 Class B shares to Class C common stock on Apr 4, Jun 3, Jun 4, 2024.
Dell Q1 revenue $22.2B up 6%, EPS $1.32 GAAP (+67%), ISG server revenue $5.5B record up 42%
Revenue $22.2B (+6% YoY); ISG revenue $9.2B (+22%) with record servers & networking $5.5B (+42%).
Silver Lake converts 5.1M Class B shares to Class C common stock
Aggregate 5,139,967 Class B shares converted to Class C between Mar 13-21, 2024.
Dell subsidiaries issue $1B of 5.400% Senior Notes due 2034
$1,000,000,000 aggregate principal of 5.400% senior unsecured notes due April 15, 2034.
Dell converts 29.6M shares to Class C common; Silver Lake and Michael Dell convert holdings
Issued 4,625,237 Class C shares upon conversion of Class B by Silver Lake Funds on March 3–4, 2024.
Dell issues $1B 5.400% notes due 2034 to refinance higher-coupon 2026 debt
Aggregate principal $1,000,000,000; notes priced at 99.802% of par.
Dell reports FY2024 revenue down 14%, but GAAP EPS up 35%; raises dividend 20%
Q4 revenue $22.3B, -11% YoY; full-year revenue $88.4B, -14% YoY.
Dell terminates Commercial Framework Agreement with Broadcom after VMware acquisition
Dell delivered termination notice to Broadcom on Jan 25, 2024, effective 60 days after notice.
Dell issues 4.6M Class C shares on conversion of Silver Lake Class B stock
On Jan 12 and 16, 2024, Dell issued 321,561 and 4,253,469 Class C shares, respectively, upon 1:1 conversion of Class B held by Silver Lake Funds.
Dell raises 2051/2041 note tender sub-cap to $350M; accepts $500M aggregate principal
Increased combined tender sub-cap for 3.450% 2051 and 3.375% 2041 notes from $300M to $350M.
CEO Michael Dell converts 25M Class A shares to Class C for planned charitable donations
On Dec 1, 2023, Michael Dell converted 22.5M Class A shares; Trust converted 2.5M Class A shares.
Dell Technologies announces cash tender offer for up to $500M of senior notes
Up to $500M aggregate principal of 7 series of senior notes, subject to sub-caps; highest priority: 2051 and 2041 notes (sub-cap $300M).
Dell Q3 FY2024 revenue $22.3B (-10% YoY); non-GAAP EPS $1.88 (-18%)
Revenue $22.3B, down 10% YoY; GAAP operating income $1.5B (down 16%), non-GAAP $2.0B (down 17%).
Dell Technologies boosts stock repurchase authorization by $5 billion to $5.7 billion total
Board approved additional $5B share repurchase of Class C common stock effective Oct 5, 2023.
Simon Patterson, a director of Dell Technologies Inc. (the “Company”), notified the Company’s Board of Directors (the “Board”) of his intention to resign from the Board effective September 26, 2023.
the Board appointed Mr. Steven M. Mollenkopf to the Board effective September 27, 2023.
On March 2, 2023, Dell Technologies Inc. (the “Company”) filed a Current Report on Form 8-K that reported that Yvonne McGill, who currently serves as the Company’s Corporate Controller, was appointed as the Company’s Chief Financial Officer, effective as of August 5, 2023 (the “Start Date”).
On July 27, 2023, Dell Technologies Inc. (the “Company”) and Anthony Charles Whitten, the Company’s Co-Chief Operating Officer, agreed that Mr. Whitten will resign from his position as Co-Chief Operating Officer effective as of August 18, 2023.
On February 26, 2023, Thomas W. Sweet, Chief Financial Officer of the Company, notified the Company of his decision to retire from his position as Chief Financial Officer, in which position he served as the Company’s principal financial officer, effective as of August 4, 2023.
On March 2, 2023, the Board of Directors appointed Yvonne McGill, who currently serves as the Company’s Corporate Controller, as the Company’s Chief Financial Officer, to succeed Mr. Sweet in that position and as the Company’s principal financial officer, effective as of August 5, 2023.
On September 30, 2021, upon the recommendation of the Nominating and Governance Committee of the Board of Directors (the “Board”) of Dell Technologies Inc. (the “Company”), the Board approved an increase in the size of the Board from seven directors to eight directors and appointed David Grain to fill the newly created directorship, effective on the same date.
Max materiality 0.90 · Median 0.55 · Most common event other_material