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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
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
Disclosure

SEC 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 GrantCommon Stock 8,099 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 3,981 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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May 15, 2024 Filed Jun 7, 2024 22:30 UTC
Greifeneder BerndEVP, Chief Technology Officer
GrantCommon Stock 62,150 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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March 12, 2024 Filed Mar 13, 2024 20:39 UTC
Zugelder DanSVP, Chief Revenue Officer
SaleCommon Stock 4,302 $46.26 $199,019.55
Disclosure

SEC 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.

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March 06, 2024 Filed Mar 8, 2024 16:55 UTC
Dollentz-Scharer MatthiasChief Customer Officer
SaleCommon Stock 2,075 $46.88 $97,282.64
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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March 06, 2024 Filed Mar 8, 2024 21:52 UTC
Greifeneder BerndSVP, Chief Technology Officer
SaleCommon Stock 5,184 $46.88 $243,042.51
Disclosure

SEC 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.

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March 06, 2024 Filed Mar 8, 2024 21:51 UTC
Zugelder DanSVP, Chief Revenue Officer
SaleCommon Stock 2,086 $46.88 $97,798.36
Disclosure

SEC 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.

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February 16, 2024 Filed Feb 20, 2024 17:57 UTC
Dollentz-Scharer MatthiasChief Customer Officer
SaleCommon Stock 2,076 $51.91 $107,775.12
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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February 16, 2024 Filed Feb 20, 2024 22:57 UTC
Greifeneder BerndSVP, Chief Technology Officer
SaleCommon Stock 3,689 $51.91 $191,513.70
Disclosure

SEC 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
Disclosure

SEC 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.

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February 14, 2024 Filed Feb 14, 2024 16:05 UTC OtherCommon Stock 2,847,726 Not disclosed Not disclosed
Disclosure

SEC 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.

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February 12, 2024 Filed Feb 14, 2024 16:05 UTC SaleCommon Stock 14,242,929 $52.60 $749,178,065.40
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.