Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | CFO and Treasurer | August 16, 2022 | August 18, 2022 |
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, 2022 · Filed August 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,508 |
Reported balance
After 2022-08-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-16 · Sale · Disposed 4,569 · Balance 127,508 F1: 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: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.30 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. F3: 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. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 10,000 |
Reported balance
Holding disclosure · report date 2022-08-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 F4: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.30 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.
F3: 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.
F4: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
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 17, 2020 Filed Aug 19, 2020 17:10 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 3,384 | $36.99 | $125,176.19 |
DisclosureSEC source: 0001773383-20-000088 · wf-form4_159787143737298.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 194,428 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2019. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.35 to $37.33, 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 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 05, 2020 Filed Aug 7, 2020 20:32 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 136,620 | $40.90 | $5,587,758.00 |
DisclosureSEC source: 0001773383-20-000084 · wf-form4_159684662811075.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 197,812 F1 · kind: Shares sold by the Reporting Person in an underwritten public offering pursuant to the Company's registration statement on Form S-3 (File No. 333-240287). F2 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 17:06 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 113,536 | $34.30 | $3,894,284.80 |
DisclosureSEC source: 0001773383-20-000057 · wf-form4_159165039001932.xml · nonDerivative · entry 2 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 334,432 F1 · kind: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $34.30 (after underwriting discounts and commissions). F3 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 17:06 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 75,000 | $34.30 | $2,572,500.00 |
DisclosureSEC source: 0001773383-20-000057 · wf-form4_159165039001932.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 50,000 F1 · kind: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $34.30 (after underwriting discounts and commissions). F2 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:56 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 57,014 | $34.82 | $1,985,250.29 |
DisclosureSEC source: 0001773383-20-000042 · wf-form4_158993617537756.xml · nonDerivative · entry 3 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 447,968 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2019. F5 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.615 to $34.99, 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. F4 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:56 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 22,986 | $34.24 | $786,955.59 |
DisclosureSEC source: 0001773383-20-000042 · wf-form4_158993617537756.xml · nonDerivative · entry 2 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 504,982 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2019. F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.61 to $34.605, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F4 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:56 UTC | Dynatrace, Inc. DT · Entity 697 | GrantStock Option (Right to Buy) · Derivative | 118,200 | $0.00 Strike: $33.03 | $0.00 |
DisclosureSEC source: 0001773383-20-000042 · wf-form4_158993617537756.xml · derivative · entry 5 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,200 Underlying: Common Stock · 118,200 shares Expires 2030-05-15 F7 · derivative.exercise_date: Stock options granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on May 15, 2020, 25% of which shall vest and become exercisable on May 15, 2021, with the remainder vesting in 12 equal quarterly installments thereafter. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:56 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 44,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-20-000042 · wf-form4_158993617537756.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,900 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on May 15, 2020. Each RSU represents the right to receive one share of Common Stock, 25% of which shall vest on May 15, 2021, with the remainder vesting in 12 equal quarterly installments thereafter. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 16:38 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 123,906 | $33.55 | $4,157,207.38 |
DisclosureSEC source: 0001773383-20-000012 · wf-form4_158275308767932.xml · nonDerivative · entry 2 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 527,968 F1 · shares: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $33.55125 (after underwriting discounts and commissions). F3 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 16:38 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 12,714 | $33.55 | $426,571.23 |
DisclosureSEC source: 0001773383-20-000012 · wf-form4_158275308767932.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 125,000 F1 · shares: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $33.55125 (after underwriting discounts and commissions). F2 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 18, 2020 Filed Feb 18, 2020 17:49 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,484 | $36.03 | $161,549.10 |
DisclosureSEC source: 0001430692-20-000002 · wf-form4_158206614403423.xml · nonDerivative · entry 2 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 137,714 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2019. F4 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.00 to $36.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 18, 2020 Filed Feb 18, 2020 17:49 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 95,516 | $35.56 | $3,396,739.99 |
DisclosureSEC source: 0001430692-20-000002 · wf-form4_158206614403423.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 142,198 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2019. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.995, 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 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 16:22 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 6,362 | $24.01 | $152,735.72 |
DisclosureSEC source: 0001773383-19-000027 · wf-form4_157609933683580.xml · nonDerivative · entry 2 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 237,714 F1 · shares: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $24.0075 (after underwriting discounts and commissions). F3 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable GST Trust of 2018. Judith Burns is the trustee of the Kevin C. Burns Irrevocable GST Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 16:22 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 130,258 | $24.01 | $3,127,168.94 |
DisclosureSEC source: 0001773383-19-000027 · wf-form4_157609933683580.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 651,874 F1 · shares: These shares were sold by the Reporting Person in connection with the Company's Follow-On Offering at a net price of $24.0075 (after underwriting discounts and commissions). F2 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 17:18 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 114,024 | $15.14 | $1,726,597.02 |
DisclosureSEC source: 0000899243-19-021262 · doc4.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 782,132 F1 · shares: These shares were sold by the Reporting Person in connection with Company's Initial Public Offering (the "IPO") at a net price per share of $15.1424 (after underwriting discounts and commissions). The reporting person was a Selling Stockholder in the IPO. F2 · ownership.nature: Shares held by the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. Sandra Escher is the trustee of the Kevin C. Burns Irrevocable Non-Grantor Trust of 2018. The Reporting Person may be deemed to have shared voting and investment power with respect to the shares held by such trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:39 UTC | Dynatrace, Inc. DT · Entity 697 | GrantStock Option (Right to Buy) · Derivative | 296,000 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020934 · doc4.xml · derivative · entry 4 Burns Kevin C · CIK 0001430692 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,000 Underlying: Common Stock · 296,000 shares Expires 2029-07-31 F4 · derivative.exercise_date: Stock options granted on July 31, 2019, 25% of which shall vest and become exercisable on August 15, 2020, with the remainder vesting in 12 equal quarterly installments thereafter. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:39 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 44,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020934 · doc4.xml · nonDerivative · entry 1 Burns Kevin C · CIK 0001430692 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 F1 · shares: Consists of Restricted Stock Units ("RSUs") issued under the Dynatrace, Inc. 2019 Equity Incentive Plan. Each RSU represents the right to receive one share of Common Stock. 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.