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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 1 | 3 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 4 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 3 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 05, 2024 Filed Sep 9, 2024 21:38 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
Tax withholdingCommon Stock | 10,087 | $49.27 | $496,986.49 |
DisclosureSEC source: 0001773383-24-000195 · wk-form4_1725917882.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,059,292 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 04, 2024 Filed Sep 6, 2024 21:21 UTC |
Campbell Lisa MDirector
|
GrantCommon Stock | 8,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000186 · wk-form4_1725657690.xml · nonDerivative · entry 1 Campbell Lisa M · CIK 0001775679 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,099 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on September 4, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan, as amended, and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock, 25% of which shall vest on September 4, 2025, with the remainder vesting in 12 equal quarterly installments thereafter. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:44 UTC |
Capone Michael LDirector
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000178 · wk-form4_1724795039.xml · nonDerivative · entry 1 Capone Michael L · CIK 0001443483 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,471 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:19 UTC |
Ward Jill ADirector
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000170 · wk-form4_1724793571.xml · nonDerivative · entry 1 Ward Jill A · CIK 0001257774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,611 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:38 UTC |
LIFSHATZ STEPHEN JDirector
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000174 · wk-form4_1724794701.xml · nonDerivative · entry 1 LIFSHATZ STEPHEN J · CIK 0001221302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,471 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:26 UTC |
Rowland Stephen EricDirector
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000172 · wk-form4_1724793897.xml · nonDerivative · entry 1 Rowland Stephen Eric · CIK 0001639368 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,871 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC |
Wolberg Kirsten O.Director
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000168 · wk-form4_1724793240.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,871 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:42 UTC |
Kulkarni AmolDirector
|
GrantCommon Stock | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000176 · wk-form4_1724794925.xml · nonDerivative · entry 1 Kulkarni Amol · CIK 0001991569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,282 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 23, 2024 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 16:30 UTC |
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
|
Tax withholdingCommon Stock | 1,304 | $48.93 | $63,804.72 |
DisclosureSEC source: 0001773383-24-000163 · wk-form4_1724099453.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,663 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 |
| August 15, 2024 Filed Aug 19, 2024 20:30 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 2,674 | $48.93 | $130,838.82 |
DisclosureSEC source: 0001773383-24-000161 · wk-form4_1724099395.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 729,817 F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:30 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
Tax withholdingCommon Stock | 2,254 | $48.93 | $110,288.22 |
DisclosureSEC source: 0001773383-24-000162 · wk-form4_1724099425.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,069,379 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 |
| July 15, 2024 Filed Jul 16, 2024 20:49 UTC |
Zugelder DanEVP, Chief Revenue Officer
|
SaleCommon Stock | 15,404 | $44.22 | $681,137.15 |
DisclosureSEC source: 0001773383-24-000150 · wk-form4_1721162969.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 237,772 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2023. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.845 to $44.51, 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 |
| June 14, 2024 Filed Jun 17, 2024 20:43 UTC |
Benson James MEVP, CFO and Treasurer
|
Tax withholdingCommon Stock | 8,574 | $42.10 | $360,965.40 |
DisclosureSEC source: 0001773383-24-000122 · wk-form4_1718657024.xml · nonDerivative · entry 1 Benson James M · CIK 0001542567 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,579 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:40 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
SaleCommon Stock | 50,000 | $46.41 | $2,320,395.00 |
DisclosureSEC source: 0001773383-24-000120 · wk-form4_1718656816.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 732,491 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2023. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.25 to $46.71, 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 |
| June 06, 2024 Filed Jun 7, 2024 22:54 UTC |
Zugelder DanEVP, Chief Revenue Officer
|
SaleCommon Stock | 18,870 | $46.72 | $881,512.05 |
DisclosureSEC source: 0001773383-24-000115 · wk-form4_1717800876.xml · nonDerivative · entry 3 Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 253,176 F3 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2023. F4 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.407 to $47.32, 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. F5 · balance_after: The number of securities reported reflects the acquisition on June 5, 2024 of 461 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2023 through June 5, 2024. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 22:51 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
SaleCommon Stock | 103 | $47.08 | $4,849.24 |
DisclosureSEC source: 0001773383-24-000109 · wk-form4_1717800654.xml · nonDerivative · entry 4 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,996 F4 · shares: Represents shares sold pursuant to the Issuer's mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs. F5 · balance_after: The number of securities reported reflects the acquisition on June 5, 2024 of 104 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2023 through June 5, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 18:56 UTC |
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
|
Tax withholdingCommon Stock | 13,566 | $46.68 | $633,260.88 |
DisclosureSEC source: 0001773383-24-000117 · wk-form4_1717800977.xml · nonDerivative · entry 2 Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,967 F2 · 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 |
| June 05, 2024 Filed Jun 7, 2024 18:56 UTC |
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
|
GrantCommon Stock | 36,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000117 · wk-form4_1717800977.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,533 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:51 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 73,567 | $46.68 | $3,434,107.56 |
DisclosureSEC source: 0001773383-24-000111 · wk-form4_1717800711.xml · nonDerivative · entry 2 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,491 F2 · 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 |
| June 05, 2024 Filed Jun 7, 2024 22:51 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
GrantCommon Stock | 176,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000111 · wk-form4_1717800711.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 856,058 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:48 UTC |
Benson James MEVP, CFO and Treasurer
|
Tax withholdingCommon Stock | 19,235 | $46.68 | $897,889.80 |
DisclosureSEC source: 0001773383-24-000106 · wk-form4_1717800494.xml · nonDerivative · entry 2 Benson James M · CIK 0001542567 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,153 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs. F3 · balance_after: The number of securities reported reflects the acquisition on June 5, 2024 of 371 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2023 through June 5, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:48 UTC |
Benson James MEVP, CFO and Treasurer
|
GrantCommon Stock | 58,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000106 · wk-form4_1717800494.xml · nonDerivative · entry 1 Benson James M · CIK 0001542567 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,017 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:54 UTC |
Zugelder DanEVP, Chief Revenue Officer
|
Tax withholdingCommon Stock | 26,955 | $46.68 | $1,258,259.40 |
DisclosureSEC source: 0001773383-24-000115 · wk-form4_1717800876.xml · nonDerivative · entry 2 Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 271,585 F2 · 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 |
| June 05, 2024 Filed Jun 7, 2024 22:54 UTC |
Zugelder DanEVP, Chief Revenue Officer
|
GrantCommon Stock | 49,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000115 · wk-form4_1717800876.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 298,540 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:53 UTC |
Yates Daniel S.SVP, Chief Accounting Officer
|
Tax withholdingCommon Stock | 2,925 | $46.68 | $136,539.00 |
DisclosureSEC source: 0001773383-24-000113 · wk-form4_1717800774.xml · nonDerivative · entry 2 Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,842 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of PSUs. F3 · balance_after: The number of securities reported reflects the acquisition on June 5, 2024 of 253 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2023 through June 5, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:53 UTC |
Yates Daniel S.SVP, Chief Accounting Officer
|
GrantCommon Stock | 8,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000113 · wk-form4_1717800774.xml · nonDerivative · entry 1 Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,514 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:51 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
GrantCommon Stock | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000109 · wk-form4_1717800654.xml · nonDerivative · entry 3 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,995 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:51 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
Tax withholdingCommon Stock | 24,695 | $46.68 | $1,152,762.60 |
DisclosureSEC source: 0001773383-24-000109 · wk-form4_1717800654.xml · nonDerivative · entry 2 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,071,633 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs and PSUs. F3 · balance_after: The number of securities reported reflects the acquisition on June 5, 2024 of 461 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2023 through June 5, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:51 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
GrantCommon Stock | 49,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000109 · wk-form4_1717800654.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,095,867 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Issuer's 2019 Equity Incentive Plan (as amended) on June 5, 2024. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2025, with the remainder vesting in 8 equal quarterly installments thereafter. Read SEC document |
| May 15, 2024 Filed May 17, 2024 16:39 UTC |
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
|
Tax withholdingCommon Stock | 2,048 | $47.75 | $97,792.00 |
DisclosureSEC source: 0001773383-24-000068 · wk-form4_1715978358.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,522 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 |
| May 15, 2024 Filed May 17, 2024 20:45 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 2,674 | $47.75 | $127,683.50 |
DisclosureSEC source: 0001773383-24-000069 · wk-form4_1715978669.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474,431 F1 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of RSUs. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:38 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
Tax withholdingCommon Stock | 3,643 | $47.75 | $173,953.25 |
DisclosureSEC source: 0001773383-24-000067 · wk-form4_1715978302.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 984,400 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 |
| May 15, 2024 Filed Jun 7, 2024 18:42 UTC |
Dollentz-Scharer MatthiasEVP, Chief Customer Officer
|
GrantCommon Stock | 36,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000101 · wk-form4_1717800150.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,081 F1 · shares: Represents shares earned under the PSUs granted on June 5, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| May 15, 2024 Filed Jun 7, 2024 22:39 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
GrantCommon Stock | 204,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000099 · wk-form4_1717799958.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679,162 F1 · shares: Represents shares earned under the PSUs granted on June 5, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| May 15, 2024 Filed Jun 7, 2024 22:38 UTC |
Benson James MEVP, CFO and Treasurer
|
GrantCommon Stock | 69,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000097 · wk-form4_1717799905.xml · nonDerivative · entry 1 Benson James M · CIK 0001542567 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,051 F1 · shares: Represents shares earned under the PSUs granted on June 5, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| May 15, 2024 Filed Jun 7, 2024 22:44 UTC |
Zugelder DanEVP, Chief Revenue Officer
|
GrantCommon Stock | 166,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000103 · wk-form4_1717800246.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,223 F1 · shares: Represents shares earned under the PSUs granted on July 15, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| May 15, 2024 Filed Jun 7, 2024 22:37 UTC |
Yates Daniel S.SVP, Chief Accounting Officer
|
GrantCommon Stock | 28,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000095 · wk-form4_1717799856.xml · nonDerivative · entry 1 Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,937 F1 · shares: Represents shares earned under the PSUs granted on October 15, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| May 15, 2024 Filed Jun 7, 2024 22:30 UTC |
Greifeneder BerndEVP, Chief Technology Officer
|
GrantCommon Stock | 62,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000093 · wk-form4_1717799432.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,046,550 F1 · shares: Represents shares earned under the PSUs granted on June 5, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| March 15, 2024 Filed Mar 15, 2024 21:54 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
SaleCommon Stock | 25,000 | $46.29 | $1,157,170.00 |
DisclosureSEC source: 0001773383-24-000054 · wk-form4_1710539650.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 477,105 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.12 to $46.685, 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 12, 2024 Filed Mar 13, 2024 20:39 UTC |
Zugelder DanSVP, Chief Revenue Officer
|
SaleCommon Stock | 4,302 | $46.26 | $199,019.55 |
DisclosureSEC source: 0001773383-24-000052 · wk-form4_1710362336.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · SVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,037 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2023. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.10 to $46.60, 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 06, 2024 Filed Mar 8, 2024 16:55 UTC |
Dollentz-Scharer MatthiasChief Customer Officer
|
SaleCommon Stock | 2,075 | $46.88 | $97,282.64 |
DisclosureSEC source: 0001773383-24-000050 · wk-form4_1709934933.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,570 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:54 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
SaleCommon Stock | 12,001 | $46.88 | $562,645.28 |
DisclosureSEC source: 0001773383-24-000048 · wk-form4_1709934857.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 502,105 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:52 UTC |
Greifeneder BerndSVP, Chief Technology Officer
|
SaleCommon Stock | 5,184 | $46.88 | $243,042.51 |
DisclosureSEC source: 0001773383-24-000046 · wk-form4_1709934746.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,043 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:51 UTC |
Zugelder DanSVP, Chief Revenue Officer
|
SaleCommon Stock | 2,086 | $46.88 | $97,798.36 |
DisclosureSEC source: 0001773383-24-000044 · wk-form4_1709934684.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · SVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,339 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 17:57 UTC |
Dollentz-Scharer MatthiasChief Customer Officer
|
SaleCommon Stock | 2,076 | $51.91 | $107,775.12 |
DisclosureSEC source: 0001773383-24-000028 · wk-form4_1708469838.xml · nonDerivative · entry 1 Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,645 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:55 UTC |
MCCONNELL RICK MDirector · Chief Executive Officer
|
SaleCommon Stock | 1,991 | $51.91 | $103,362.37 |
DisclosureSEC source: 0001773383-24-000026 · wk-form4_1708469678.xml · nonDerivative · entry 1 MCCONNELL RICK M · CIK 0001239165 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514,106 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:57 UTC |
Greifeneder BerndSVP, Chief Technology Officer
|
SaleCommon Stock | 3,689 | $51.91 | $191,513.70 |
DisclosureSEC source: 0001773383-24-000027 · wk-form4_1708469808.xml · nonDerivative · entry 1 Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 993,227 F1 · shares: Represents shares sold pursuant to the Issuers mandatory sell-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 21:48 UTC |
Zugelder DanSVP, Chief Revenue Officer
|
SaleCommon Stock | 6,595 | $52.61 | $346,973.50 |
DisclosureSEC source: 0001773383-24-000016 · wk-form4_1708033671.xml · nonDerivative · entry 1 Zugelder Dan · CIK 0001983112 · SVP, Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,425 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2023. F2 · balance_after: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $52.195. to $53.04, 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, 2024 Filed Feb 14, 2024 16:05 UTC |
THOMA BRAVO UGP, LLC10% owner
THOMA BRAVO PARTNERS X, L.P.10% owner
THOMA BRAVO PARTNERS XI, L.P.10% owner
THOMA BRAVO FUND X, L.P.10% owner
THOMA BRAVO FUND X-A, L.P.10% owner
THOMA BRAVO FUND XI, L.P.10% owner
THOMA BRAVO FUND XI-A, L.P.10% owner
THOMA BRAVO EXECUTIVE FUND XI, L.P.10% owner
|
OtherCommon Stock | 2,847,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-015202 · ownership.xml · nonDerivative · entry 2 THOMA BRAVO UGP, LLC · CIK 0001813487 · 10% owner THOMA BRAVO PARTNERS X, L.P. · CIK 0001783009 · 10% owner THOMA BRAVO PARTNERS XI, L.P. · CIK 0001722232 · 10% owner THOMA BRAVO FUND X, L.P. · CIK 0001537211 · 10% owner THOMA BRAVO FUND X-A, L.P. · CIK 0001537212 · 10% owner THOMA BRAVO SPECIAL OPPORTUNITIES FUND I, L.P. · CIK 0001579904 · 10% owner THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. · CIK 0001783011 · 10% owner THOMA BRAVO FUND XI, L.P. · CIK 0001606286 · 10% owner THOMA BRAVO FUND XI-A, L.P. · CIK 0001606287 · 10% owner THOMA BRAVO EXECUTIVE FUND XI, L.P. · CIK 0001606288 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 16,114,344 F4 · kind: Represents a distribution of (i) 175,612 shares held directly by TB SOF AIV, 24,437 shares held directly by TB SOF, 351,970 shares held directly by TB Fund X and 58,947 shares held directly by TB Fund X-A, in each case to TB Partners X, and (ii) 27,878 shares held directly by TB Exec Fund, 1,607,653 shares held directly by TB Fund XI, and 601,229 shares held directly by TB Fund XI-A, in each case to TB Partners XI. F4 · price: Represents a distribution of (i) 175,612 shares held directly by TB SOF AIV, 24,437 shares held directly by TB SOF, 351,970 shares held directly by TB Fund X and 58,947 shares held directly by TB Fund X-A, in each case to TB Partners X, and (ii) 27,878 shares held directly by TB Exec Fund, 1,607,653 shares held directly by TB Fund XI, and 601,229 shares held directly by TB Fund XI-A, in each case to TB Partners XI. F2 · balance_after: After giving effect to the distribution reported on this statement, consists of 839,999 shares held directly by Thoma Bravo Fund X, L.P. ("TB Fund X"), 183,745 shares held directly by Thoma Bravo Fund X-A, L.P. ("TB Fund X-A"), 3,956,572 shares held directly by Thoma Bravo Fund XI, L.P. ("TB Fund XI"), 1,987,086 shares held directly by Thoma Bravo Fund XI-A, L.P. ("TB Fund XI-A"), 87,284 shares held directly by Thoma Bravo Executive Fund XI, L.P. ("TB Exec Fund"), 72,073 shares held directly by Thoma Bravo Special Opportunities Fund I, L.P. ("TB SOF"), 530,982 shares held directly by Thoma Bravo Special Opportunities Fund I AIV, L.P. ("TB SOF AIV"), 1,798,578 shares held directly by Thoma Bravo Partners X, L.P. ("TB Partners X"), and 6,658,025 shares held directly by Thoma Bravo Partners XI, L.P. ("TB Partners XI"). F3 · ownership.nature: Thoma Bravo Partners X, L.P. ("TB Partners X") is the general partner of each of TB Fund X, TB Fund X-A, TB SOF and TB SOF AIV. Thoma Bravo Partners XI, L.P. ("TB Partners XI") is the general partner of each of TB Fund XI, TB Fund XI-A and TB Exec Fund. Thoma Bravo UGP, LLC is the ultimate managing member of TB Partners X and TB Partners XI. By virtue of the relationships described in this footnote, Thoma Bravo UGP, LLC may be deemed to exercise voting and dispositive power with respect to the shares held by TB Fund X, TB Fund X-A, TB SOF, TB SOF AIV, TB Fund XI, TB Fund XI-A and TB Exec Fund. Each of TB Partners X, TB Partners XI and Thoma Bravo UGP, LLC disclaims beneficial ownership of the shares owned by TB Fund X, TB Fund X-A, TB SOF, TB SOF AIV, TB Fund XI, TB Fund XI-A and TB Exec Fund except to the extent of its pecuniary interest therein. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 16:05 UTC |
THOMA BRAVO UGP, LLC10% owner
THOMA BRAVO PARTNERS X, L.P.10% owner
THOMA BRAVO PARTNERS XI, L.P.10% owner
THOMA BRAVO FUND X, L.P.10% owner
THOMA BRAVO FUND X-A, L.P.10% owner
THOMA BRAVO FUND XI, L.P.10% owner
THOMA BRAVO FUND XI-A, L.P.10% owner
THOMA BRAVO EXECUTIVE FUND XI, L.P.10% owner
|
SaleCommon Stock | 14,242,929 | $52.60 | $749,178,065.40 |
DisclosureSEC source: 0000950170-24-015202 · ownership.xml · nonDerivative · entry 1 THOMA BRAVO UGP, LLC · CIK 0001813487 · 10% owner THOMA BRAVO PARTNERS X, L.P. · CIK 0001783009 · 10% owner THOMA BRAVO PARTNERS XI, L.P. · CIK 0001722232 · 10% owner THOMA BRAVO FUND X, L.P. · CIK 0001537211 · 10% owner THOMA BRAVO FUND X-A, L.P. · CIK 0001537212 · 10% owner THOMA BRAVO SPECIAL OPPORTUNITIES FUND I, L.P. · CIK 0001579904 · 10% owner THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. · CIK 0001783011 · 10% owner THOMA BRAVO FUND XI, L.P. · CIK 0001606286 · 10% owner THOMA BRAVO FUND XI-A, L.P. · CIK 0001606287 · 10% owner THOMA BRAVO EXECUTIVE FUND XI, L.P. · CIK 0001606288 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 16,114,344 F1 · shares: On February 12, 2024, the Reporting Persons sold an aggregate of 14,242,929 shares of the Issuer's Common Stock, par value $0.001 per share, pursuant to Rule 144 under the Securities Act of 1933, as amended. F2 · balance_after: After giving effect to the distribution reported on this statement, consists of 839,999 shares held directly by Thoma Bravo Fund X, L.P. ("TB Fund X"), 183,745 shares held directly by Thoma Bravo Fund X-A, L.P. ("TB Fund X-A"), 3,956,572 shares held directly by Thoma Bravo Fund XI, L.P. ("TB Fund XI"), 1,987,086 shares held directly by Thoma Bravo Fund XI-A, L.P. ("TB Fund XI-A"), 87,284 shares held directly by Thoma Bravo Executive Fund XI, L.P. ("TB Exec Fund"), 72,073 shares held directly by Thoma Bravo Special Opportunities Fund I, L.P. ("TB SOF"), 530,982 shares held directly by Thoma Bravo Special Opportunities Fund I AIV, L.P. ("TB SOF AIV"), 1,798,578 shares held directly by Thoma Bravo Partners X, L.P. ("TB Partners X"), and 6,658,025 shares held directly by Thoma Bravo Partners XI, L.P. ("TB Partners XI"). F3 · ownership.nature: Thoma Bravo Partners X, L.P. ("TB Partners X") is the general partner of each of TB Fund X, TB Fund X-A, TB SOF and TB SOF AIV. Thoma Bravo Partners XI, L.P. ("TB Partners XI") is the general partner of each of TB Fund XI, TB Fund XI-A and TB Exec Fund. Thoma Bravo UGP, LLC is the ultimate managing member of TB Partners X and TB Partners XI. By virtue of the relationships described in this footnote, Thoma Bravo UGP, LLC may be deemed to exercise voting and dispositive power with respect to the shares held by TB Fund X, TB Fund X-A, TB SOF, TB SOF AIV, TB Fund XI, TB Fund XI-A and TB Exec Fund. Each of TB Partners X, TB Partners XI and Thoma Bravo UGP, LLC disclaims beneficial ownership of the shares owned by TB Fund X, TB Fund X-A, TB SOF, TB SOF AIV, TB Fund XI, TB Fund XI-A and TB Exec Fund except to the extent of its pecuniary interest therein. 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.