Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | SVP, Chief Accounting Officer | September 05, 2026 | September 09, 2026 |
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 September 05, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,696 |
Ending reported balance
After 2026-09-05 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-05 · Exercise / conversion · Acquired 558 · Balance 36,015 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. Row 2 · 2026-09-05 · Tax withholding · Disposed 271 · Balance 35,744 F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Row 3 · 2026-09-05 · Exercise / conversion · Acquired 718 · Balance 36,462 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. Row 4 · 2026-09-05 · Tax withholding · Disposed 350 · Balance 36,112 F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Row 5 · 2026-09-05 · Exercise / conversion · Acquired 677 · Balance 36,789 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. Row 6 · 2026-09-05 · Tax withholding · Disposed 330 · Balance 36,459 F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Row 7 · 2026-09-05 · Exercise / conversion · Acquired 463 · Balance 36,922 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. Row 8 · 2026-09-05 · Tax withholding · Disposed 226 · Balance 36,696 F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. |
| Performance Restricted Stock Units (Financial)SEC Table II · derivative / convertible security | Direct | 1,680 |
Reported balance
After 2026-09-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-05 · Exercise / conversion · Disposed 558 · Balance 1,680 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F3: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates. |
| Performance Restricted Stock Units (Financial)SEC Table II · derivative / convertible security | Direct | 3,237 |
Reported balance
After 2026-09-05 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-05 · Exercise / conversion · Disposed 463 · Balance 3,237 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F6: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,155 |
Reported balance
After 2026-09-05 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-05 · Exercise / conversion · Disposed 718 · Balance 2,155 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F4: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,742 |
Reported balance
After 2026-09-05 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-05 · Exercise / conversion · Disposed 677 · Balance 4,742 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F5: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date.
F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.
F3: Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the earned Financial PSUs vested on June 5, 2025 and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.
F4: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan. 33% of the granted RSUs vested on June 5, 2025 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2027, subject to the Reporting Person's continued employment on the applicable vesting dates.
F5: Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.
F6: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned Financial PSUs vested on June 5, 2026, and the balance of the Financial PSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2028, subject to the Reporting Person's continued employment on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed Jun 7, 2024 22:37 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 28,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-24-000095 · wk-form4_1717799856.xml · nonDerivative · entry 1 Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,937 F1 · shares: Represents shares earned under the PSUs granted on October 15, 2023, following the Compensation Committee's certification of financial performance results for the fiscal year ended March 31, 2024. These PSUs were awarded under the Issuer's 2019 Equity Incentive Plan (as amended); 33% of these PSUs vested on June 5, 2024 and the remaining 67% will vest in equal quarterly installments over the subsequent two years, subject to continued employment. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 20:44 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 21,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-23-000203 · wk-form4_1697575431.xml · nonDerivative · entry 1 Yates Daniel S. · CIK 0001989382 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,160 F1 · balance_after: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan on October 15, 2023. Each RSU represents the right to receive one share of the Company's Common Stock, 25% of which shall vest on October 15, 2024, with the remainder vesting in equal quarterly installments over the next three years. 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.