Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | Director | February 25, 2022 | March 01, 2022 |
| HOULIHAN LOKEY, INC.HLI · Entity 3553 | Director | May 21, 2026 | May 21, 2026 |
| MeridianLink, Inc.MLNK · Entity 73961 | Director | June 08, 2023 | June 09, 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 February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectsee footnote | 500 |
Reported balance
After 2022-02-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-02-25 · Sale · Disposed 2,500 · Balance 500 F1: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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. |
| Common StockSEC Table I · non-derivative | Direct | 3,010 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,010 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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.
HOULIHAN LOKEY, INC.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | IndirectBY LLC | 7,005 |
Reported balance
After 2026-05-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 797 · Balance 7,005 |
MeridianLink, Inc.
Report date June 08, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 30,019 |
Reported balance
After 2023-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-08 · Grant · Acquired 9,886 · Balance 30,019 F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. |
| Common Stock, par value $0.001SEC Table I · non-derivative | IndirectSee Footnote | 258,673 |
Reported balance
Holding disclosure · report date 2023-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 258,673 F2: The shares are held directly by DSL 2020, LLC. DSL 2020, LLC's sole member is the reporting person as Trustee of The Concordia 2020 Irrevocable Trust, a trust held for the sole benefit of the reporting person's children, and the reporting person may be deemed to be the beneficial owner of the securities held by DSL 2020, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date.
F2: The shares are held directly by DSL 2020, LLC. DSL 2020, LLC's sole member is the reporting person as Trustee of The Concordia 2020 Irrevocable Trust, a trust held for the sole benefit of the reporting person's children, and the reporting person may be deemed to be the beneficial owner of the securities held by DSL 2020, LLC.
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 21, 2026 Filed May 21, 2026 21:43 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-26-000038 · wk-form4_1779399804.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY LLC Disclosed balance after: 7,005 Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:33 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-25-000063 · wk-form4_1748032419.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY LLC Disclosed balance after: 6,208 Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:58 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-24-000036 · wk-form4_1716584283.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY LLC Disclosed balance after: 5,645 Read SEC document |
| June 08, 2023 Filed Jun 9, 2023 20:34 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 9,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-23-000082 · wk-form4_1686342890.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,019 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:11 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000056 · wf-form4_168505626115625.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY LLC Disclosed balance after: 4,906 Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 21:29 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 8,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-22-000058 · wf-form4_165489653807086.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,133 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:25 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-22-000048 · wf-form4_165403227112738.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY LLC Disclosed balance after: 3,893 F1 · ownership.nature: Represents shares of Class A common stock owned by a limited liability company, the sole member of which is an irrevocable trust for the benefit of the reporting person's children. The reporting person is the trustee of such trust and the manager of such limited liability company. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 23:06 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 2,000 | $103.40 | $206,800.00 |
DisclosureSEC source: 0001302215-22-000011 · wf-form4_164608957215794.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY LLC Disclosed balance after: 2,829 F1 · ownership.nature: Represents shares of Class A common stock owned by a limited liability company, the sole member of which is an irrevocable trust for the benefit of the reporting person's children. The reporting person is the trustee of such trust and the manager of such limited liability company. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:54 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,500 | $43.83 | $109,575.00 |
DisclosureSEC source: 0001773383-22-000035 · wf-form4_164617167394920.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 500 F1 · ownership.nature: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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 14, 2022 Filed Feb 16, 2022 22:17 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 1,000 | $109.91 | $109,910.00 |
DisclosureSEC source: 0001302215-22-000009 · wf-form4_164504985935680.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY LLC Disclosed balance after: 4,829 F1 · ownership.nature: Represents shares of Class A common stock owned by a limited liability company, the sole member of which is an irrevocable trust for the benefit of the reporting person's children. The reporting person is the trustee of such trust and the manager of such limited liability company. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:50 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 97 | $63.50 | $6,159.90 |
DisclosureSEC source: 0001773383-21-000131 · wf-form4_163856823886176.xml · nonDerivative · entry 5 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,010 F5 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.41 to $63.52, 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 01, 2021 Filed Dec 3, 2021 21:50 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,712 | $62.67 | $107,285.73 |
DisclosureSEC source: 0001773383-21-000131 · wf-form4_163856823886176.xml · nonDerivative · entry 4 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,107 F4 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.305 to $63.175, 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 01, 2021 Filed Dec 3, 2021 21:50 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 630 | $61.32 | $38,633.49 |
DisclosureSEC source: 0001773383-21-000131 · wf-form4_163856823886176.xml · nonDerivative · entry 3 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,819 F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.125 to $61.575, 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 01, 2021 Filed Dec 3, 2021 21:50 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,207 | $60.23 | $72,692.90 |
DisclosureSEC source: 0001773383-21-000131 · wf-form4_163856823886176.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,449 F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $59.755 to $60.675, 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 01, 2021 Filed Dec 3, 2021 21:50 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,354 | $58.58 | $79,317.18 |
DisclosureSEC source: 0001773383-21-000131 · wf-form4_163856823886176.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,656 F1 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $58.16 to $58.975, 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 |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 3,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001773383-21-000098 · wf-form4_163035461510648.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,010 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 26, 2021 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2022 Annual Meeting of Stockholders. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 01:44 UTC | MeridianLink, Inc. MLNK · Entity 73961 | SaleCommon Stock, par value $0.001 | 28,000 | $24.63 | $689,707.20 |
DisclosureSEC source: 0000899243-21-031174 · doc4.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 258,673 F1 · kind: These shares were sold by DSL 2020, LLC in connection with the Issuer's initial public offering ("IPO") at a net price per share of $24.6324 (after underwriting discounts and commissions). DSL 2020, LLC was a selling stockholder in the IPO. F2 · ownership.nature: The shares are held directly by DSL 2020, LLC. DSL 2020, LLC's sole member is the reporting person as Trustee of The Concordia 2020 Irrevocable Trust, a trust held for the sole benefit of the reporting person's children, and the reporting person may be deemed to be the beneficial owner of the securities held by DSL 2020, LLC. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 23:53 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-030711 · doc4.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests with respect to 1/3rd of the underlying shares on each of July 27, 2022, July 27, 2023 and July 27, 2024, subject to the reporting person's continued service relationship with the Issuer through each such vesting date. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:50 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-21-000051 · wf-form4_162223502594923.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,981 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:53 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 5,718 | $52.10 | $297,907.80 |
DisclosureSEC source: 0001773383-21-000023 · wf-form4_161403080487830.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 3,000 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2020. F4 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $51.77 to $52.62, 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 DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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, 2021 Filed Feb 22, 2021 21:53 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,994 | $51.20 | $102,090.01 |
DisclosureSEC source: 0001773383-21-000023 · wf-form4_161403080487830.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 8,718 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2020. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.57 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. F3 · ownership.nature: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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 |
| January 19, 2021 Filed Jan 20, 2021 21:58 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 7,400 | $43.71 | $323,458.44 |
DisclosureSEC source: 0001773383-21-000004 · wf-form4_161117988972532.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 10,712 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2020. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.15 to $43.96, 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 DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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 18, 2020 Filed Dec 23, 2020 00:54 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 7,400 | $44.16 | $326,783.26 |
DisclosureSEC source: 0001773383-20-000141 · wf-form4_160868482712245.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 18,112 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2020. F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.99 to $44.39, 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: On November 18, 2020, 25,512 shares were transferred for no consideration by The Concordia 2020 Irrevocable Trust dated June 30, 2020 to DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable 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 |
| November 10, 2020 Filed Nov 12, 2020 21:45 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 314 | $35.10 | $11,021.12 |
DisclosureSEC source: 0001773383-20-000124 · wf-form4_160521750525896.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,512 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $35.09 to $35.22, 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 |
| November 10, 2020 Filed Nov 12, 2020 21:45 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 7,086 | $34.47 | $244,277.80 |
DisclosureSEC source: 0001773383-20-000124 · wf-form4_160521750525896.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,826 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $33.96 to $34.95, 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 |
| October 12, 2020 Filed Oct 13, 2020 21:33 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 7,400 | $43.53 | $322,105.72 |
DisclosureSEC source: 0001773383-20-000112 · wf-form4_160262476685179.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,912 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $42.87 to $43.82, 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 |
| September 10, 2020 Filed Sep 11, 2020 20:49 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 3,058 | $40.61 | $124,173.76 |
DisclosureSEC source: 0001773383-20-000108 · wf-form4_159985732939917.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,312 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $40.4850 to $40.84, 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 |
| September 10, 2020 Filed Sep 11, 2020 20:49 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,342 | $40.10 | $174,102.04 |
DisclosureSEC source: 0001773383-20-000108 · wf-form4_159985732939917.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,370 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $39.48 to $40.41, 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 |
| August 25, 2020 Filed Aug 27, 2020 20:49 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001757519-20-000009 · wf-form4_159856135640560.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,712 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 25, 2020 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2021 Annual Meeting of Stockholders. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 21:13 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 8,522 | $37.87 | $322,713.65 |
DisclosureSEC source: 0001757519-20-000007 · wf-form4_159787162661970.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,712 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax obligations in connection with the vesting of RSUs. F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $37.43 to $38.355, 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 |
| August 17, 2020 Filed Aug 19, 2020 21:13 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 978 | $37.09 | $36,271.28 |
DisclosureSEC source: 0001757519-20-000007 · wf-form4_159787162661970.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,234 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax 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 $36.36 to $37.30, 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 |
| August 10, 2020 Filed Aug 11, 2020 21:59 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 296 | $38.11 | $11,280.56 |
DisclosureSEC source: 0001773383-20-000086 · wf-form4_159718317410164.xml · nonDerivative · entry 3 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,212 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 21:59 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,488 | $36.88 | $91,769.13 |
DisclosureSEC source: 0001773383-20-000086 · wf-form4_159718317410164.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,508 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $36.7050 to $37.50, 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 |
| August 10, 2020 Filed Aug 11, 2020 21:59 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,616 | $36.16 | $166,905.79 |
DisclosureSEC source: 0001773383-20-000086 · wf-form4_159718317410164.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,996 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $35.66 to $36.65, 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 30, 2020 Filed Aug 6, 2020 23:15 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GiftCLASS A COMMON STOCK | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-20-000119 · wf-form4_159675569441062.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY LLC Disclosed balance after: 3,062 F1 · acquired: On July 30, 2020, the reporting person made a bona fide gift of 3,062 shares to a limited liability company, the sole member of which is an irrevocable trust for the benefit of his children. The reporting person is the trustee of such trust and the manager of such limited liability company. F1 · ownership.nature: On July 30, 2020, the reporting person made a bona fide gift of 3,062 shares to a limited liability company, the sole member of which is an irrevocable trust for the benefit of his children. The reporting person is the trustee of such trust and the manager of such limited liability company. Read SEC document |
| July 30, 2020 Filed Aug 6, 2020 23:15 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GiftCLASS A COMMON STOCK | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-20-000119 · wf-form4_159675569441062.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,572 F1 · acquired: On July 30, 2020, the reporting person made a bona fide gift of 3,062 shares to a limited liability company, the sole member of which is an irrevocable trust for the benefit of his children. The reporting person is the trustee of such trust and the manager of such limited liability company. Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 20:46 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 22 | $44.41 | $977.02 |
DisclosureSEC source: 0001757519-20-000005 · wf-form4_159467317926103.xml · nonDerivative · entry 3 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,612 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 20:46 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 1,806 | $43.54 | $78,636.85 |
DisclosureSEC source: 0001757519-20-000005 · wf-form4_159467317926103.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,634 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $43.38 to $43.91, 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. Read SEC document |
| July 10, 2020 Filed Jul 13, 2020 20:46 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 5,572 | $42.95 | $239,324.09 |
DisclosureSEC source: 0001757519-20-000005 · wf-form4_159467317926103.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,440 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $42.36 to $43.20, 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 10, 2020 Filed Jun 11, 2020 21:29 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,175 | $38.45 | $83,620.49 |
DisclosureSEC source: 0001757519-20-000003 · wf-form4_159191094618318.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,012 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $38.295 to $38.95, 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 10, 2020 Filed Jun 11, 2020 21:29 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 5,225 | $37.79 | $197,462.16 |
DisclosureSEC source: 0001757519-20-000003 · wf-form4_159191094618318.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,187 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $37.255 to $38.13, 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 |
| May 28, 2020 Filed Jun 1, 2020 20:20 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-20-000099 · wf-form4_159104279937459.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 Read SEC document |
| May 11, 2020 Filed May 12, 2020 23:06 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 499 | $33.89 | $16,912.51 |
DisclosureSEC source: 0001773383-20-000038 · wf-form4_158932478326948.xml · nonDerivative · entry 3 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,412 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $33.86 to $33.92, 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 |
| May 11, 2020 Filed May 12, 2020 23:06 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,287 | $33.43 | $143,307.12 |
DisclosureSEC source: 0001773383-20-000038 · wf-form4_158932478326948.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,911 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $32.86 to $33.83, 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 |
| May 11, 2020 Filed May 12, 2020 23:06 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,614 | $32.32 | $84,493.63 |
DisclosureSEC source: 0001773383-20-000038 · wf-form4_158932478326948.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,198 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 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 $31.85 to $32.75, 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 |
| April 14, 2020 Filed Apr 15, 2020 21:11 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 7,400 | $25.00 | $185,000.00 |
DisclosureSEC source: 0001773383-20-000029 · wf-form4_158698507571884.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,812 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:11 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 2,758 | $26.74 | $73,735.96 |
DisclosureSEC source: 0001773383-20-000016 · wf-form4_158404386789697.xml · nonDerivative · entry 2 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,212 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 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 $26.38 to $27.355, 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 10, 2020 Filed Mar 12, 2020 20:11 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 4,642 | $25.98 | $120,593.59 |
DisclosureSEC source: 0001773383-20-000016 · wf-form4_158404386789697.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,970 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 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 $25.36 to $26.32, 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 10, 2019 Filed Dec 11, 2019 21:19 UTC | Dynatrace, Inc. DT · Entity 697 | SaleCommon Stock | 11,290 | $24.01 | $271,044.68 |
DisclosureSEC source: 0001773383-19-000024 · wf-form4_157609915057156.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,612 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). Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:35 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020907 · doc4.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,902 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.