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Dynatrace, Inc.

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Tapewire entity
697
SEC CIK
0001773383
Parsed reports
459

Last 12 months

Inside the activity.

1 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202505
Jan 202600
Feb 202600
Mar 202613
Apr 202600
May 202600
Jun 202604
Jul 202600
Aug 202600
Sep 202603
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 07, 2025 Filed Mar 7, 2025 21:31 UTC
Zugelder DanEVP, Chief Revenue Officer
SaleCommon Stock 6,794 $53.25 $361,775.74
Disclosure

SEC source: 0001773383-25-000033 · wk-form4_1741383077.xml · nonDerivative · entry 2

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 184,177

F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 6, 2024.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $52.895 to $53.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 16:31 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Tax withholdingCommon Stock 4,972 $56.15 $279,177.80
Disclosure

SEC source: 0001773383-25-000034 · wk-form4_1741383087.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,137

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:31 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 27,480 $56.15 $1,543,002.00
Disclosure

SEC source: 0001773383-25-000031 · wk-form4_1741383056.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 479,240

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:30 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 3,084 $56.15 $173,166.60
Disclosure

SEC source: 0001773383-25-000030 · wk-form4_1741383046.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,920

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:31 UTC
Greifeneder BerndEVP, Chief Technology Officer
SaleCommon Stock 26 $55.01 $1,430.14
Disclosure

SEC source: 0001773383-25-000032 · wk-form4_1741383067.xml · nonDerivative · entry 2

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,100

F2 · kind: Represents shares sold pursuant to the Issuer's mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:31 UTC
Greifeneder BerndEVP, Chief Technology Officer
Tax withholdingCommon Stock 10,087 $56.15 $566,385.05
Disclosure

SEC source: 0001773383-25-000032 · wk-form4_1741383067.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 985,139

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:31 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 6,719 $56.15 $377,271.85
Disclosure

SEC source: 0001773383-25-000033 · wk-form4_1741383077.xml · nonDerivative · entry 1

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 190,971

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:30 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 763 $56.15 $42,842.45
Disclosure

SEC source: 0001773383-25-000029 · wk-form4_1741383036.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,326

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of PSUs.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:23 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 1,708 $61.06 $104,295.09
Disclosure

SEC source: 0001773383-25-000022 · wk-form4_1740176582.xml · nonDerivative · entry 2

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 506,720

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2024.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.94 to $61.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:23 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 38,292 $60.42 $2,313,790.27
Disclosure

SEC source: 0001773383-25-000022 · wk-form4_1740176582.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 508,428

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2024.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $59.94 to $60.935, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 15, 2025 Filed Feb 18, 2025 23:21 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,964 $61.30 $120,393.20
Disclosure

SEC source: 0001773383-25-000016 · wk-form4_1739920870.xml · nonDerivative · entry 3

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 546,720

F4 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 16:11 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Tax withholdingCommon Stock 1,306 $61.30 $80,057.80
Disclosure

SEC source: 0001773383-25-000019 · wk-form4_1739999454.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,109

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:11 UTC
Greifeneder BerndEVP, Chief Technology Officer
Tax withholdingCommon Stock 2,253 $61.30 $138,108.90
Disclosure

SEC source: 0001773383-25-000020 · wk-form4_1739999465.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 995,226

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 23:21 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 300 $62.14 $18,642.00
Disclosure

SEC source: 0001773383-25-000016 · wk-form4_1739920870.xml · nonDerivative · entry 2

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 548,684

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2024.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.01 to $62.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 23:21 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 39,700 $61.42 $2,438,191.38
Disclosure

SEC source: 0001773383-25-000016 · wk-form4_1739920870.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 548,984

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 15, 2024.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.00 to $61.975, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 12, 2025 Filed Feb 13, 2025 14:01 UTC
Benson James MEVP, CFO and Treasurer
SaleCommon Stock 34,932 $61.05 $2,132,654.49
Disclosure

SEC source: 0001773383-25-000014 · wk-form4_1739455293.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 339,004

F1 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.00 to $61.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 22:11 UTC SaleCommon Stock 2,500 $60.88 $152,206.75
Disclosure

SEC source: 0001773383-25-000012 · wk-form4_1739311864.xml · nonDerivative · entry 1

LIFSHATZ STEPHEN J · CIK 0001221302 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,471

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.37 to $61.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
January 15, 2025 Filed Jan 16, 2025 21:47 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 463 $50.52 $23,390.76
Disclosure

SEC source: 0001773383-25-000002 · wk-form4_1737064041.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,089

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 14:15 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 8,573 $54.41 $466,456.93
Disclosure

SEC source: 0001773383-24-000247 · wk-form4_1734444916.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,936

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

Read SEC document
December 06, 2024 Filed Dec 9, 2024 22:31 UTC
Greifeneder BerndEVP, Chief Technology Officer
SaleCommon Stock 27 $58.65 $1,583.59
Disclosure

SEC source: 0001773383-24-000244 · wk-form4_1733783485.xml · nonDerivative · entry 2

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,126

F3 · kind: Represents shares sold pursuant to the Issuer's mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs.

F4 · balance_after: The number of securities reported reflects the acquisition on December 5, 2024 of 183 shares of Issuer's common stock pursuant to the Issuer's ESPP for the ESPP offering period of June 6, 2024 through December 5, 2024.

Read SEC document
December 06, 2024 Filed Dec 9, 2024 22:30 UTC
Zugelder DanEVP, Chief Revenue Officer
SaleCommon Stock 11,021 $58.68 $646,749.75
Disclosure

SEC source: 0001773383-24-000242 · wk-form4_1733783408.xml · nonDerivative · entry 2

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 197,690

F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2023.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $58.25 to $59.09, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F4 · balance_after: The number of securities reported reflects the acquisition on December 5, 2024 of 531 shares of Issuer's common stock pursuant to Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of June 6, 2024 through December 5, 2024.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 17:32 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Tax withholdingCommon Stock 4,972 $58.63 $291,508.36
Disclosure

SEC source: 0001773383-24-000245 · wk-form4_1733783517.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,415

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 22:28 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 29,229 $58.63 $1,713,696.27
Disclosure

SEC source: 0001773383-24-000240 · wk-form4_1733783333.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 588,684

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 22:31 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 4,881 $58.63 $286,173.03
Disclosure

SEC source: 0001773383-24-000243 · wk-form4_1733783455.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 382,509

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

F2 · balance_after: The number of securities reported reflects the acquisition on December 5, 2024 of 268 shares of Issuer's common stock pursuant to Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of June 6, 2024 through December 5, 2024.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 22:31 UTC
Greifeneder BerndEVP, Chief Technology Officer
Tax withholdingCommon Stock 10,090 $58.63 $591,576.70
Disclosure

SEC source: 0001773383-24-000244 · wk-form4_1733783485.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 997,479

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

F2 · balance_after: The number of securities reported reflects the acquisition on December 5, 2024 of 531 shares of the Issuer's common stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of June 6, 2024 through December 5, 2024.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 22:30 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 9,285 $58.63 $544,379.55
Disclosure

SEC source: 0001773383-24-000242 · wk-form4_1733783408.xml · nonDerivative · entry 1

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 208,180

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 22:29 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 982 $58.63 $57,574.66
Disclosure

SEC source: 0001773383-24-000241 · wk-form4_1733783378.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,552

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of PSUs.

F2 · balance_after: The number of securities reported reflects the acquisition on December 5, 2024 of 261 shares of Issuer's common stock pursuant to Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of June 6, 2024 through December 5, 2024.

Read SEC document
December 04, 2024 Filed Dec 6, 2024 21:08 UTC
Greifeneder BerndEVP, Chief Technology Officer
SaleCommon Stock 50,000 $57.83 $2,891,500.00
Disclosure

SEC source: 0001773383-24-000229 · wk-form4_1733519309.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,007,038

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 13, 2024.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 39,050 $0.00 Strike: $33.03 $0.00
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · derivative · entry 6

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,050 shares

Expires 2030-05-15

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: Stock Options granted on May 15, 2020, 25% vested and become exercisable on May 15, 2021, and the remainder vested in 12 equal quarterly installments.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,937 $0.00 Strike: $16.00 $0.00
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · derivative · entry 5

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,937 shares

Expires 2029-07-31

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: Stock Options granted on July 31, 2019, 25% vested and became exercisable on August 15, 2020, and the remainder vested in 12 equal quarterly installments thereafter.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
SaleCommon Stock 45,987 $55.35 $2,545,201.10
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · nonDerivative · entry 4

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,387

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $55.32 to $55.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Exercise / conversionCommon Stock 39,050 $33.03 $1,289,821.50
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · nonDerivative · entry 3

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,374

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
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Exercise / conversionCommon Stock 6,937 $16.00 $110,992.00
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · nonDerivative · entry 2

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,324

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
November 25, 2024 Filed Nov 26, 2024 17:18 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
SaleCommon Stock 20,000 $55.22 $1,104,388.00
Disclosure

SEC source: 0001773383-24-000227 · wk-form4_1732659524.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,387

F1 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $55.20 to $55.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 17:00 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Tax withholdingCommon Stock 1,304 $52.35 $68,264.40
Disclosure

SEC source: 0001773383-24-000225 · wk-form4_1732053620.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,387

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:46 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 2,674 $52.35 $139,983.90
Disclosure

SEC source: 0001773383-24-000221 · wk-form4_1732052786.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 617,913

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:58 UTC
Greifeneder BerndEVP, Chief Technology Officer
Tax withholdingCommon Stock 2,254 $52.35 $117,996.90
Disclosure

SEC source: 0001773383-24-000223 · wk-form4_1732053530.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,057,038

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

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November 11, 2024 Filed Nov 12, 2024 22:08 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 30,000 $53.28 $1,598,466.00
Disclosure

SEC source: 0001773383-24-000219 · wk-form4_1731449326.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 620,587

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2024.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $53.10 to $53.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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November 05, 2024 Filed Nov 6, 2024 21:37 UTC SaleCommon Stock 2,500 $55.00 $137,500.00
Disclosure

SEC source: 0001773383-24-000211 · wk-form4_1730929041.xml · nonDerivative · entry 1

LIFSHATZ STEPHEN J · CIK 0001221302 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,971

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

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October 15, 2024 Filed Oct 21, 2024 20:37 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 1,765 $53.68 $94,745.20
Disclosure

SEC source: 0001773383-24-000206 · wk-form4_1729543055.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,273

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

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October 11, 2024 Filed Oct 15, 2024 20:23 UTC SaleCommon Stock 5,000 $55.00 $275,000.00
Disclosure

SEC source: 0001773383-24-000204 · wk-form4_1729023779.xml · nonDerivative · entry 1

LIFSHATZ STEPHEN J · CIK 0001221302 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,471

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 1, 2024.

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September 16, 2024 Filed Sep 17, 2024 21:01 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 50,000 $51.50 $2,575,105.00
Disclosure

SEC source: 0001773383-24-000200 · wk-form4_1726606886.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 650,587

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2024.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.92 to $51.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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September 13, 2024 Filed Sep 17, 2024 21:19 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 8,574 $50.74 $435,044.76
Disclosure

SEC source: 0001773383-24-000202 · wk-form4_1726607942.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 387,122

F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs.

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September 06, 2024 Filed Sep 9, 2024 21:39 UTC
Zugelder DanEVP, Chief Revenue Officer
SaleCommon Stock 11,022 $49.71 $547,859.53
Disclosure

SEC source: 0001773383-24-000198 · wk-form4_1725917980.xml · nonDerivative · entry 2

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,465

F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2023.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $49.35 to $49.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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September 06, 2024 Filed Sep 9, 2024 21:38 UTC
Greifeneder BerndEVP, Chief Technology Officer
SaleCommon Stock 26 $49.48 $1,286.51
Disclosure

SEC source: 0001773383-24-000195 · wk-form4_1725917882.xml · nonDerivative · entry 2

Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 1,970

F2 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs.

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September 05, 2024 Filed Sep 9, 2024 17:24 UTC
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
Tax withholdingCommon Stock 4,972 $49.27 $244,970.44
Disclosure

SEC source: 0001773383-24-000194 · wk-form4_1725917084.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,691

F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 21:38 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
Tax withholdingCommon Stock 29,230 $49.27 $1,440,162.10
Disclosure

SEC source: 0001773383-24-000196 · wk-form4_1725917920.xml · nonDerivative · entry 1

MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 700,587

F1 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs and PSUs.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 21:23 UTC
Benson James MEVP, CFO and Treasurer
Tax withholdingCommon Stock 4,883 $49.27 $240,585.41
Disclosure

SEC source: 0001773383-24-000193 · wk-form4_1725917015.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 395,696

F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 21:39 UTC
Zugelder DanEVP, Chief Revenue Officer
Tax withholdingCommon Stock 9,285 $49.27 $457,471.95
Disclosure

SEC source: 0001773383-24-000198 · wk-form4_1725917980.xml · nonDerivative · entry 1

Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 228,487

F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs.

Read SEC document
September 05, 2024 Filed Sep 9, 2024 21:39 UTC
Yates Daniel S.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 804 $49.27 $39,613.08
Disclosure

SEC source: 0001773383-24-000197 · wk-form4_1725917952.xml · nonDerivative · entry 1

Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,038

F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of PSUs.

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.