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Dynatrace, Inc.

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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
June 09, 2023 Filed Jun 9, 2023 22:05 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionCommon Stock 16,482 $33.03 $544,400.46
Disclosure

SEC source: 0001773383-23-000092 · wf-form4_168634834705107.xml · nonDerivative · entry 2

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,069

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
June 08, 2023 Filed Jun 9, 2023 22:04 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 20,000 $51.00 $1,020,000.00
Disclosure

SEC source: 0001773383-23-000090 · wf-form4_168634827126046.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 595,634

Read SEC document
June 07, 2023 Filed Jun 9, 2023 18:07 UTC
Dollentz-Scharer MatthiasChief Customer Officer
SaleCommon Stock 12,719 $51.75 $658,208.25
Disclosure

SEC source: 0001773383-23-000093 · wf-form4_168634844303696.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,826

F1 · shares: Represents shares sold pursuant to the Issuer's mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:04 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 98,323 $51.75 $5,088,215.25
Disclosure

SEC source: 0001773383-23-000090 · wf-form4_168634827126046.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 615,634

F1 · shares: Represents shares sold pursuant to the Issuer's mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:08 UTC
Allen AliciaChief Accounting Officer
SaleCommon Stock 4,334 $51.75 $224,284.50
Disclosure

SEC source: 0001773383-23-000094 · wf-form4_168634847976518.xml · nonDerivative · entry 1

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,680

F1 · shares: Represents shares sold pursuant to the Issuer's mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.

F2 · balance_after: The number of securities reported reflects the acquisition on June 5, 2023 of 446 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2022 through June 5, 2023.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:05 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 26,222 $51.75 $1,356,988.50
Disclosure

SEC source: 0001773383-23-000092 · wf-form4_168634834705107.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,587

F1 · shares: Represents shares sold pursuant to the Issuer's mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.

F2 · balance_after: The number of securities reported reflects the acquisition on June 5, 2023 of 694 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 5, 2022 through June 5, 2023.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 22:05 UTC
Greifeneder BerndSVP, Chief Technology Officer
SaleCommon Stock 30,755 $51.75 $1,591,571.25
Disclosure

SEC source: 0001773383-23-000091 · wf-form4_168634830903407.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,014,951

F1 · shares: Represents shares sold pursuant to the Issuer's mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.

Read SEC document
June 06, 2023 Filed Jun 7, 2023 16:35 UTC SaleCommon Stock 17,856,400 $51.85 $925,854,340.00
Disclosure

SEC source: 0000899243-23-014719 · doc4.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: 51,668,370

F1 · shares: On June 6, 2023, the Reporting Persons sold an aggregate of 17,856,400 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: Consists of 5,667,645 shares held directly by Thoma Bravo Fund X, L.P. ("TB Fund X"), 1,239,754 shares held directly by Thoma Bravo Fund X-A, L.P. ("TB Fund X-A"), 26,695,807 shares held directly by Thoma Bravo Fund XI, L.P. ("TB Fund XI"), 13,407,291 shares held directly by Thoma Bravo Fund XI-A, L.P. ("TB Fund XI-A"), 588,934 shares held directly by Thoma Bravo Executive Fund XI, L.P. ("TB Exec Fund"), 486,288 shares held directly by Thoma Bravo Special Opportunities Fund I, L.P. ("TB SOF") and 3,582,651 shares held directly by Thoma Bravo Special Opportunities Fund I AIV, L.P. ("TB SOF AIV").

F3 · ownership.direct: 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.

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
June 05, 2023 Filed Jun 7, 2023 17:58 UTC
Dollentz-Scharer MatthiasChief Customer Officer
GrantCommon Stock 26,882 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000087 · wf-form4_168617511503993.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,545

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2023. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2024, with the remainder vesting in 8 equal quarterly installments thereafter.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 21:53 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
GrantCommon Stock 150,538 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000085 · wf-form4_168617480537749.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 718,091

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2023. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2024, with the remainder vesting in 8 equal quarterly installments thereafter.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 21:59 UTC
Benson James MChief Financial Officer
GrantCommon Stock 51,076 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000088 · wf-form4_168617515236946.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,256

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2023. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2024, with the remainder vesting in 8 equal quarterly installments thereafter.

F2 · balance_after: The number of securities reported reflects the acquisition on June 05, 2023 of 470 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 06, 2022 through June 05, 2023.

Read SEC document
June 05, 2023 Filed Jun 7, 2023 21:56 UTC
Greifeneder BerndSVP, Chief Technology Officer
GrantCommon Stock 45,699 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000086 · wf-form4_168617499667758.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,045,706

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2023. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2024, with the remainder vesting in 8 equal quarterly installments thereafter.

F2 · balance_after: The number of securities reported reflects the acquisition on June 05, 2023 of 694 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 06, 2022 through June 05, 2023.

Read SEC document
June 05, 2023 Filed Oct 13, 2023 20:46 UTC Amendment
Greifeneder BerndSVP, Chief Technology Officer
GrantCommon Stock 370 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000200 · wk-form4a_1697230001.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 370

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2023. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2024, with the remainder vesting in 8 equal quarterly installments thereafter.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 21:03 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 15,812 $0.00 Strike: $16.00 $0.00
Disclosure

SEC source: 0001773383-23-000066 · wf-form4_168573976165690.xml · derivative · entry 4

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,812

Underlying: Common Stock · 15,812 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.

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F4 · derivative.exercise_date: Stock options granted on July 31, 2019, 25% of which vested and became exercisable on August 15, 2020, with the remainder vesting in 12 equal quarterly installments thereafter.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 21:03 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 12,780 $51.29 $655,422.30
Disclosure

SEC source: 0001773383-23-000066 · wf-form4_168573976165690.xml · nonDerivative · entry 3

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 191,115

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.97 to $51.54, 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 01, 2023 Filed Jun 2, 2023 21:03 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 3,032 $50.52 $153,187.86
Disclosure

SEC source: 0001773383-23-000066 · wf-form4_168573976165690.xml · nonDerivative · entry 2

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 203,895

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $49.93 to $50.87, 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 01, 2023 Filed Jun 2, 2023 21:03 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionCommon Stock 15,812 $16.00 $252,992.00
Disclosure

SEC source: 0001773383-23-000066 · wf-form4_168573976165690.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 206,927

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.

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

Read SEC document
May 17, 2023 Filed May 19, 2023 17:02 UTC
Dollentz-Scharer MatthiasChief Customer Officer
GrantCommon Stock 4,044 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000046 · wf-form4_168453008929427.xml · nonDerivative · entry 3

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,663

F3 · kind: Represents shares earned under the PSUs granted on August 15, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on August 15, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
May 17, 2023 Filed May 19, 2023 17:02 UTC
Dollentz-Scharer MatthiasChief Customer Officer
GrantCommon Stock 22,916 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000046 · wf-form4_168453008929427.xml · nonDerivative · entry 2

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,619

F2 · kind: Represents shares earned under the PSUs granted on June 5, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on June 5, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
May 17, 2023 Filed May 19, 2023 17:02 UTC
Dollentz-Scharer MatthiasChief Customer Officer
GrantCommon Stock 3,924 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000046 · wf-form4_168453008929427.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,703

F1 · kind: Represents shares earned upon the vesting of one-third of PSUs granted on May 15, 2021, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. One-third of these PSUs previously vested in May 2022. The remaining one-third of these PSUs will vest on May 15, 2024, or if later, on the applicable certification date, subject to the achievement of financial performance results for the fiscal year ending on March 31, 2024. The PSUs were awarded under the Company's 2019 Equity Incentive Plan.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:03 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
GrantCommon Stock 171,868 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000047 · wf-form4_168453016403116.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 567,553

F3 · kind: Represents shares earned under the PSUs granted on June 5, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on June 5, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:03 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
GrantCommon Stock 80,137 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000047 · wf-form4_168453016403116.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 395,685

F1 · kind: Represents shares earned upon the vesting of 50% of PSUs granted on December 13, 2021, following the Compensation Committee's certification of applicable financial performance results for the fiscal year ended March 31, 2023. The remaining 50% of these PSUs will vest on May 15, 2024, or if later, on the applicable certification date, subject to the achievement of applicable financial performance results for the fiscal year ending on March 31, 2024. The PSUs were awarded under the Company's 2019 Equity Incentive Plan.

F2 · balance_after: The previously reported indirect ownership of shares held by the Rick McConnell Trust dated July 30, 2013, of which the Reporting Person is the sole settlor, trustee and lifetime beneficiary, are included for this Form 4 and going forward, in the Reporting Person's direct holdings.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:00 UTC
Pace Stephen J.Chief Revenue Officer
GrantCommon Stock 60,159 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000045 · wf-form4_168453004397162.xml · nonDerivative · entry 2

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,115

F2 · kind: Represents shares earned under the PSUs granted on June 5, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on June 5, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:00 UTC
Pace Stephen J.Chief Revenue Officer
GrantCommon Stock 10,033 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000045 · wf-form4_168453004397162.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,956

F1 · kind: Represents shares earned upon the vesting of one-third of PSUs granted on May 15, 2021, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. One-third of these PSUs previously vested in May 2022. The remaining one-third of these PSUs will vest on May 15, 2024, or if later, on the applicable certification date, subject to the achievement of financial performance results for the fiscal year ending on March 31, 2024. The PSUs were awarded under the Company's 2019 Equity Incentive Plan.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:00 UTC
Greifeneder BerndSVP, Chief Technology Officer
GrantCommon Stock 57,296 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000044 · wf-form4_168452999766043.xml · nonDerivative · entry 2

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 999,313

F2 · kind: Represents shares earned under the PSUs granted on June 5, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on June 5, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
May 17, 2023 Filed May 19, 2023 21:00 UTC
Greifeneder BerndSVP, Chief Technology Officer
GrantCommon Stock 9,400 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000044 · wf-form4_168452999766043.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 942,017

F1 · kind: Represents shares earned upon the vesting of one-third of PSUs granted on May 15, 2021, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. One-third of these PSUs previously vested in May 2022. The remaining one-third of these PSUs will vest on May 15, 2024, or if later, on the applicable certification date, subject to the achievement of financial performance results for the fiscal year ending on March 31, 2024. The PSUs were awarded under the Company's 2019 Equity Incentive Plan.

Read SEC document
May 17, 2023 Filed May 19, 2023 20:58 UTC
Allen AliciaChief Accounting Officer
GrantCommon Stock 14,326 $0.00 $0.00
Disclosure

SEC source: 0001773383-23-000043 · wf-form4_168452986552089.xml · nonDerivative · entry 1

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,568

F1 · kind: Represents shares earned under the PSUs granted on June 5, 2022, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2023. These PSUs were awarded under the Company's 2019 Equity Incentive Plan; 33% of these PSUs will vest on June 5, 2023 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:03 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 15,812 $0.00 Strike: $16.00 $0.00
Disclosure

SEC source: 0001773383-23-000022 · wf-form4_167788094791716.xml · derivative · entry 3

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,624

Underlying: Common Stock · 15,812 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.

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022

F3 · derivative.exercise_date: Stock options granted on July 31, 2019, 25% of which vested on August 15, 2020, with the remainder vesting in 12 equal quarterly installments thereafter.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:03 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 15,812 $42.27 $668,377.98
Disclosure

SEC source: 0001773383-23-000022 · wf-form4_167788094791716.xml · nonDerivative · entry 2

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,923

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.045 to $42.58, 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 01, 2023 Filed Mar 3, 2023 22:03 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionCommon Stock 15,812 $16.00 $252,992.00
Disclosure

SEC source: 0001773383-23-000022 · wf-form4_167788094791716.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,735

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.

F1 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022

Read SEC document
February 16, 2023 Filed Feb 17, 2023 17:54 UTC
Dollentz-Scharer MatthiasChief Customer Officer
SaleCommon Stock 2,314 $43.49 $100,645.35
Disclosure

SEC source: 0001773383-23-000019 · wf-form4_167667445077185.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,779

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.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.49 to $43.85, 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 16, 2023 Filed Feb 17, 2023 22:53 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 1,972 $43.49 $85,762.28
Disclosure

SEC source: 0001773383-23-000018 · wf-form4_167667441139551.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 295,548

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.

Read SEC document
February 16, 2023 Filed Feb 17, 2023 22:55 UTC
Allen AliciaChief Accounting Officer
SaleCommon Stock 2,039 $43.49 $88,684.88
Disclosure

SEC source: 0001773383-23-000020 · wf-form4_167667449857691.xml · nonDerivative · entry 1

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,242

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.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.49 to $43.85, 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 16, 2023 Filed Feb 17, 2023 22:53 UTC
Greifeneder BerndSVP, Chief Technology Officer
SaleCommon Stock 4,972 $43.49 $216,251.67
Disclosure

SEC source: 0001773383-23-000017 · wf-form4_167667436006513.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 932,617

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.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.49 to $43.85, 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.

F3 · balance_after: The number of securities reported reflects the acquisition on December 5, 2022 of 663 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of May 31, 2022 through December 5, 2022.

Read SEC document
February 16, 2023 Filed Feb 17, 2023 22:52 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 4,317 $43.49 $187,762.73
Disclosure

SEC source: 0001773383-23-000016 · wf-form4_167667430996140.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,923

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.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.49 to $43.85, 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, 2023 Filed Feb 10, 2023 17:11 UTC SaleCommon Stock 14,773,500 $45.15 $667,023,525.00
Disclosure

SEC source: 0000899243-23-004602 · doc4.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: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 69,524,770

F1 · balance_after: Consists of 7,626,363 shares held directly by Thoma Bravo Fund X, L.P. ("TB Fund X"), 1,668,208 shares held directly by Thoma Bravo Fund X-A, L.P. ("TB Fund X-A"), 35,921,780 shares held directly by Thoma Bravo Fund XI, L.P. ("TB Fund XI"), 18,040,802 shares held directly by Thoma Bravo Fund XI-A, L.P. ("TB Fund XI-A"), 792,468 shares held directly by Thoma Bravo Executive Fund XI, L.P. ("TB Exec Fund"), 654,347 shares held directly by Thoma Bravo Special Opportunities Fund I, L.P. ("TB SOF") and 4,820,802 shares held directly by Thoma Bravo Special Opportunities Fund I AIV, L.P. ("TB SOF AIV").

F2 · ownership.direct: 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.

F2 · 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 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 39,530 $0.00 Strike: $16.00 $0.00
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · derivative · entry 6

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,436

Underlying: Common Stock · 39,530 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.

F5 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F8 · derivative.exercise_date: Stock options granted on July 31, 2019, 25% of which vested on August 15, 2020, with the remainder vesting in 12 equal quarterly installments thereafter.

Read SEC document
February 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 28,381 $46.27 $1,313,205.90
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · nonDerivative · entry 5

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,240

F5 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F7 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.00 to $46.81, 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 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 11,149 $45.71 $509,585.11
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · nonDerivative · entry 4

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,621

F5 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F6 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, 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 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
Exercise / conversionCommon Stock 39,530 $16.00 $632,480.00
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · nonDerivative · entry 3

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,770

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.

F5 · kind: This exercise and sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

Read SEC document
February 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 5,120 $46.29 $236,983.81
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · nonDerivative · entry 2

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,240

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F4 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.075 to $46.70, 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.

Read SEC document
February 03, 2023 Filed Feb 3, 2023 23:05 UTC
Pace Stephen J.Chief Revenue Officer
SaleCommon Stock 2,730 $45.75 $124,891.22
Disclosure

SEC source: 0001773383-23-000010 · wf-form4_167546551065258.xml · nonDerivative · entry 1

Pace Stephen J. · CIK 0001783688 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,360

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2022.

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.03 to $46.02, 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.

F3 · balance_after: The number of securities reported reflects the acquisition on December 5, 2022 of 1 share of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of May 31, 2022 through December 5, 2022.

Read SEC document
December 15, 2022 Filed Dec 16, 2022 21:49 UTC
Benson James MChief Financial Officer
GrantCommon Stock 283,710 $0.00 $0.00
Disclosure

SEC source: 0001773383-22-000152 · wf-form4_167122734592491.xml · nonDerivative · entry 1

Benson James M · CIK 0001542567 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 283,710

F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on December 15, 2022. Each RSU represents the right to receive one share of Common Stock, 25% of which shall vest on December 15, 2023, with the remainder vesting in 12 equal quarterly installments thereafter.

Read SEC document
December 15, 2022 Filed Dec 16, 2022 21:48 UTC
Allen AliciaChief Accounting Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 25,000 $0.00 Strike: $16.00 $0.00
Disclosure

SEC source: 0001773383-22-000151 · wf-form4_167122730975788.xml · derivative · entry 4

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 25,000 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.

F4 · derivative.exercise_date: Stock options granted on July 31, 2019, 25% of which vested on August 15, 2020, with the remainder vesting in 12 equal quarterly installments thereafter.

Read SEC document
December 15, 2022 Filed Dec 16, 2022 21:48 UTC
Allen AliciaChief Accounting Officer
SaleCommon Stock 6,985 $39.87 $278,477.98
Disclosure

SEC source: 0001773383-22-000151 · wf-form4_167122730975788.xml · nonDerivative · entry 3

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,281

F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.82 to $39.91, 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.

F3 · balance_after: The number of securities reported reflects the acquisition on December 5, 2022 of 58 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of May 31, 2022 through December 5, 2022.

Read SEC document
December 15, 2022 Filed Dec 16, 2022 21:48 UTC
Allen AliciaChief Accounting Officer
SaleCommon Stock 25,000 $39.75 $993,725.00
Disclosure

SEC source: 0001773383-22-000151 · wf-form4_167122730975788.xml · nonDerivative · entry 2

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,208

F1 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.45 to $39.99, 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
December 15, 2022 Filed Dec 16, 2022 21:48 UTC
Allen AliciaChief Accounting Officer
Exercise / conversionCommon Stock 25,000 $16.00 $400,000.00
Disclosure

SEC source: 0001773383-22-000151 · wf-form4_167122730975788.xml · nonDerivative · entry 1

Allen Alicia · CIK 0001906801 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119,208

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 16, 2022 Filed Nov 18, 2022 16:36 UTC
Dollentz-Scharer MatthiasChief Customer Officer
SaleCommon Stock 2,299 $38.14 $87,681.56
Disclosure

SEC source: 0001773383-22-000139 · wf-form4_166880734317179.xml · nonDerivative · entry 1

Dollentz-Scharer Matthias · CIK 0001945404 · Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,093

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
November 16, 2022 Filed Nov 18, 2022 21:35 UTC
MCCONNELL RICK MDirector · Chief Executive Officer
SaleCommon Stock 28,741 $38.14 $1,096,153.00
Disclosure

SEC source: 0001773383-22-000138 · wf-form4_166880729393386.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298,584

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.

Read SEC document
November 16, 2022 Filed Nov 18, 2022 21:37 UTC
Greifeneder BerndSVP, Chief Technology Officer
SaleCommon Stock 4,939 $38.14 $188,363.58
Disclosure

SEC source: 0001773383-22-000141 · wf-form4_166880744005090.xml · nonDerivative · entry 1

Greifeneder Bernd · CIK 0001783507 · SVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 936,926

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

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