Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | Chief Accounting Officer | August 16, 2023 | August 18, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Dynatrace, Inc.
Report date August 16, 2023 · Filed August 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,367 |
Ending reported balance
After 2023-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-08-16 · Sale · Disposed 1,500 · Balance 91,180 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. F2: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.1052 to $46.1139, 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. Row 2 · 2023-08-16 · Sale · Disposed 1,813 · Balance 89,367 F3: Represents shares sold pursuant to the Issuers mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023.
F2: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.1052 to $46.1139, 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: Represents shares sold pursuant to the Issuers mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 16, 2023 Filed Aug 18, 2023 20:52 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,813 | $45.49 | $82,473.37 |
DisclosureSEC source: 0001773383-23-000149 · wf-form4_169239194003570.xml · nonDerivative · entry 2 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,367 F3 · shares: Represents shares sold pursuant to the Issuers mandatory sale-to-cover policy applicable to tax withholding obligations resulting from the vesting of RSUs and PSUs. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:52 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,500 | $46.11 | $69,162.15 |
DisclosureSEC source: 0001773383-23-000149 · wf-form4_169239194003570.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,180 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 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 $46.1052 to $46.1139, 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 |
| July 17, 2023 Filed Jul 18, 2023 21:12 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,500 | $54.96 | $82,443.30 |
DisclosureSEC source: 0001773383-23-000119 · wf-form4_168971475259231.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,680 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 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 $54.46 to $55.19, 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 16, 2023 Filed Jun 21, 2023 20:44 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 132 | $52.45 | $6,923.24 |
DisclosureSEC source: 0001773383-23-000100 · wf-form4_168738025060462.xml · nonDerivative · entry 2 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,180 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2023. F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $52.44 to $52.73, 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 16, 2023 Filed Jun 21, 2023 20:44 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,368 | $51.77 | $70,819.72 |
DisclosureSEC source: 0001773383-23-000100 · wf-form4_168738025060462.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,312 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 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 $51.31 to $52.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 22:08 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,334 | $51.75 | $224,284.50 |
DisclosureSEC 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 |
| May 17, 2023 Filed May 19, 2023 20:58 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 14,326 | $0.00 | $0.00 |
DisclosureSEC 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 |
| February 16, 2023 Filed Feb 17, 2023 22:55 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,039 | $43.49 | $88,684.88 |
DisclosureSEC 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 |
| December 15, 2022 Filed Dec 16, 2022 21:48 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC 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 | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 6,985 | $39.87 | $278,477.98 |
DisclosureSEC 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 | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 25,000 | $39.75 | $993,725.00 |
DisclosureSEC 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 | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionCommon Stock | 25,000 | $16.00 | $400,000.00 |
DisclosureSEC 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 21:36 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 949 | $38.14 | $36,193.91 |
DisclosureSEC source: 0001773383-22-000140 · wf-form4_166880739174488.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,208 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 |
| August 16, 2022 Filed Aug 18, 2022 20:35 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 947 | $42.42 | $40,171.17 |
DisclosureSEC source: 0001773383-22-000096 · wf-form4_166085489205075.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,157 F1 · kind: 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 $42.25 to $42.42, 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 05, 2022 Filed Jun 7, 2022 21:14 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 13,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-22-000069 · wf-form4_165463644436920.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,104 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on June 5, 2022. Each RSU represents the right to receive one share of Common Stock, 33% of which shall vest on June 5, 2023, with the remainder vesting in 8 equal quarterly installments thereafter. F2 · balance_after: The number of securities reported reflects the acquisition on May 27, 2022 of 387 shares of Dynatrace, Inc. common stock pursuant to the Dynatrace Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of November 29, 2021 through May 27, 2022. Read SEC document |
| May 17, 2022 Filed May 19, 2022 00:55 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 971 | $34.01 | $33,023.71 |
DisclosureSEC source: 0001773383-22-000046 · wf-form4_165292173453365.xml · nonDerivative · entry 3 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,257 F4 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| May 16, 2022 Filed May 19, 2022 00:55 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 13,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-22-000046 · wf-form4_165292173453365.xml · nonDerivative · entry 2 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,228 F3 · kind: Represents shares earned under the Performance Stock Units ("PSUs") granted on May 15, 2021, upon certification of performance results by the Compensation Committee based on the achievements of certain operational metrics for the year ended March 31, 2022. The PSUs were awarded under the Company's 2019 Equity Incentive Plan, 25% of the earned PSUs vested on May 16, 2022 and the remaining 75% will vest in equal quarterly installments over the subsequent three years, subject to continued employment. Read SEC document |
| May 16, 2022 Filed May 19, 2022 00:55 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,336 | $34.26 | $45,775.64 |
DisclosureSEC source: 0001773383-22-000046 · wf-form4_165292173453365.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,738 F1 · kind: 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. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.2611 to $34.2645, 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, 2022 Filed Feb 17, 2022 22:29 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 599 | $43.49 | $26,050.51 |
DisclosureSEC source: 0001773383-22-000031 · wf-form4_164513691906090.xml · nonDerivative · entry 2 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,074 F2 · 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 15, 2022 Filed Feb 17, 2022 22:29 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 11,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-22-000031 · wf-form4_164513691906090.xml · nonDerivative · entry 1 Allen Alicia · CIK 0001906801 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,673 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on February 15, 2022. Each RSU represents the right to receive one share of Common Stock, 25% of which shall vest on February 15, 2023, with the remainder vesting in 12 equal quarterly installments thereafter. 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.