Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | EVP, Chief Customer 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 | 26,526 |
Ending reported balance
After 2026-09-05 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-05 · Exercise / conversion · Acquired 5,821 · Balance 27,834 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 3,141 · Balance 24,693 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 3,982 · Balance 28,675 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 2,149 · Balance 26,526 F2: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 64,032 |
Reported balance
After 2026-09-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-05 · Exercise / conversion · Disposed 5,821 · Balance 64,032 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 time-based restricted stock units ("RSUs") granted on June 5, 2025 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 25% 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, 2029, 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 | 43,794 |
Reported balance
After 2026-09-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-05 · Exercise / conversion · Disposed 3,982 · Balance 43,794 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 restricted stock units based on financial performance ("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. |
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 time-based restricted stock units ("RSUs") granted on June 5, 2025 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 25% 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, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates.
F4: Represents the vesting of restricted stock units based on financial performance ("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 |
|---|---|---|---|---|---|---|
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative | 3,982 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · derivative · entry 6 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,794 Underlying: Common Stock · 3,982 shares Expires not disclosed 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 · derivative.exercise_price: 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 · derivative.exercise_date: Represents the vesting of restricted stock units based on financial performance ("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. F1 · derivative.expiration_date: 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. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionRestricted Stock Units · Derivative | 5,821 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · derivative · entry 5 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,032 Underlying: Common Stock · 5,821 shares Expires not disclosed 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 · derivative.exercise_price: 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 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2025 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 25% 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, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates. F1 · derivative.expiration_date: 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. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Tax withholdingCommon Stock | 2,149 | $51.90 | $111,533.10 |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · nonDerivative · entry 4 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,526 F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionCommon Stock | 3,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · nonDerivative · entry 3 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,675 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: 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. F1 · price: 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. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Tax withholdingCommon Stock | 3,141 | $51.90 | $163,017.90 |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · nonDerivative · entry 2 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,693 F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 23:20 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionCommon Stock | 5,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002068884-26-000007 · wk-form4_1788996008.xml · nonDerivative · entry 1 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,834 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: 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. F1 · price: 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. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | GrantRestricted Stock Units · Derivative | 37,924 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · derivative · entry 7 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,924 Underlying: Common Stock · 37,924 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: Represents the grant of RSUs under the Plan. 33% of these RSUs will vest on June 5, 2027 and the balance of the RSUs will vest in equal quarterly installments thereafter until fully vested on June 5, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates. F1 · derivative.expiration_date: 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. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionPerformance Restricted Stock Units (Financial) · Derivative | 15,926 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · derivative · entry 6 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,776 Underlying: Common Stock · 15,926 shares Expires not disclosed 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 · derivative.exercise_price: 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 · derivative.exercise_date: Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan and earned following certification by the Compensation Committee of the Board of Directors of the Issuer of certain financial performance results for the Issuer's fiscal year 2026 that started on April 1, 2025 and ended on March 31, 2026. 33% of the 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. F1 · derivative.expiration_date: 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. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionRestricted Stock Units · Derivative | 23,285 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · derivative · entry 5 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,853 Underlying: Common Stock · 23,285 shares Expires not disclosed 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 · derivative.exercise_price: 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 · derivative.exercise_date: Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2025 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 25% of these RSUs vested on June 5, 2026 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates. F1 · derivative.expiration_date: 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. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Tax withholdingCommon Stock | 8,593 | $42.19 | $362,538.67 |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · nonDerivative · entry 4 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,013 F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. F3 · balance_after: The number of securities reported reflects the acquisition on June 5, 2026 of 501 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2025 through June 5, 2026. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionCommon Stock | 15,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · nonDerivative · entry 3 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,606 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: 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. F1 · price: 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. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Tax withholdingCommon Stock | 12,560 | $42.19 | $529,906.40 |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · nonDerivative · entry 2 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,680 F2 · kind: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 01:22 UTC | Dynatrace, Inc. DT · Entity 697 | Exercise / conversionCommon Stock | 23,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002068884-26-000005 · wk-form4_1781054576.xml · nonDerivative · entry 1 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,240 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: 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. F1 · price: 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. Read SEC document |
| May 16, 2026 Filed May 20, 2026 00:32 UTC | Dynatrace, Inc. DT · Entity 697 | GrantPerformance Restricted Stock Units (Financial) · Derivative | 63,702 | $0.00 | $0.00 |
DisclosureSEC source: 0002068884-26-000003 · wk-form4_1779237165.xml · derivative · entry 1 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,702 Underlying: Common Stock · 63,702 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting and settlement. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting and settlement. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. F2 · derivative.exercise_date: Represents earned restricted stock units based on financial performance ("Financial PSUs") awarded under the Issuer's 2019 Equity Incentive Plan, as amended. The Financial PSUs granted on June 5, 2025 were earned following certification by the Compensation Committee of the Board of Directors of the Issuer of certain financial performance results for the Issuer's fiscal year 2026 that started on April 1, 2025 and ended on March 31, 2026. 25% of the earned Financial PSUs will vest on June 5, 2026, and the balance will vest in equal quarterly installments thereafter until fully vested on June 5, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting and settlement. The restricted stock units do not expire. They either vest or are cancelled prior to the vesting date. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 23:33 UTC | Dynatrace, Inc. DT · Entity 697 | PurchaseCommon Stock | 3,000 | $35.75 | $107,250.00 |
DisclosureSEC source: 0002068884-26-000001 · wk-form4_1772667224.xml · nonDerivative · entry 1 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,454 F1 · balance_after: The number of securities reported reflects the acquisition on December 5, 2025 of 454 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of June 6, 2025 through December 5, 2025. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:33 UTC | Dynatrace, Inc. DT · Entity 697 | GrantRestricted Stock Units · Derivative | 93,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-25-000100 · wk-form4_1749511981.xml · derivative · entry 1 McMahon Stephen A · CIK 0002068884 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,138 Underlying: Common Stock · 93,138 shares Expires not disclosed F1 · derivative.exercise_price: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date. F2 · derivative.exercise_date: Represents the grant of RSUs. 25% of these RSUs will vest on June 5, 2026 and the balance of the RSUs will vest in equal quarterly installments thereafter until fully vested on June 5, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates. F1 · derivative.expiration_date: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date. 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.