Pattern file
Michael Dell
Chairman and CEO, Dell Technologies
Form 4, 10-Q/10-K, earnings calls
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Michael Dell yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
He talks about AI servers the way Nadella talks about cloud: with numbers, on every call. Dell's quarterly filings then report the backlog and the segment. The pair is on a fixed schedule.
His Form 4s cover more than Dell: the latest, July 28, 2026, is a purchase in a lending company he invests in. The Dell Technologies filings are the ones that matter here, and they are read with the plan dates.
He also speaks about the company's history and its private years. Those are logged for the archive rather than scored.
What we're watching
- Quarterly AI server claims on each call, against the backlog and segment numbers in the next 10-Q.
- Ongoing Form 4s in Dell Technologies as they land.
- Before first receipt Baseline first: a routine quarter of his filings.
