Benson James M 4
4 · Dynatrace, Inc. · Filed Jun 9, 2026
Research Summary
AI-generated summary of this filing
Dynatrace (DT) CFO Benson James Receives 65,182 RSUs (Vested)
What Happened
Benson James M, EVP, Chief Financial Officer and Treasurer of Dynatrace (DT), had equity awards vest on June 5, 2026. The filing shows a grant/issuance of 65,182 derivative-based awards (RSUs/PSUs) and multiple conversions/exercises of derivative awards. To cover tax withholding obligations, 27,277 shares were withheld/sold at $42.19 per share, generating proceeds of approximately $1,150,816. After withholding, the net new shares received were about 37,905.
Key Details
- Transaction date: June 5, 2026; Form filed June 9, 2026 (no late‑filing flag shown in the provided data).
- Award/grant: 65,182 shares reported as acquired (derivative awards/RSUs/PSUs).
- Tax withholding/sale: 27,277 shares withheld/disposed at $42.19 each, total proceeds ≈ $1,150,816.
- Net shares issued to insider: ~37,905 (65,182 granted − 27,277 withheld).
- Codes: M = exercise/conversion of derivative awards; F = shares withheld/sold to satisfy tax liability; A = award/grant.
- Footnotes note these were time‑ and performance‑based RSUs/PSUs that vested (see F4–F11) and that shares were withheld to satisfy tax obligations (F2). Footnote F3 also notes a separate ESPP acquisition of 558 shares for the Dec 6, 2025–Jun 5, 2026 offering period.
Context
This filing primarily documents vesting of RSUs/PSUs and routine tax‑withholding (often done by the company by retaining/selling shares). That process is generally administrative and not a directional purchase/sale signal about the insider’s market view. For clarity: M = conversion/exercise of derivative awards into shares; F = shares withheld/sold to pay taxes; A = award or grant recorded.
Insider Transaction Report
Form 4
Benson James M
EVP, CFO and Treasurer
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-06-05+5,816→ 143,771 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−2,813$118,680→ 140,958 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+4,277→ 145,235 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−2,068$87,249→ 143,167 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+3,852→ 147,019 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−1,863$78,600→ 145,156 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+4,939→ 150,095 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−2,389$100,792→ 147,706 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+4,835→ 152,541 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−2,338$98,640→ 150,203 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+19,412→ 169,615 total - Tax Payment
Common Stock
[F2]2026-06-05$42.19/sh−9,386$395,995→ 160,229 total - Exercise/Conversion
Common Stock
[F1]2026-06-05+13,277→ 173,506 total - Tax Payment
Common Stock
[F2][F3]2026-06-05$42.19/sh−6,420$270,860→ 167,086 total - Exercise/Conversion
Performance Restricted Stock Units (Financial)
[F1][F4]2026-06-05−5,816→ 0 total→ Common Stock (5,816 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F5]2026-06-05−4,277→ 0 total→ Common Stock (4,277 underlying) - Exercise/Conversion
Performance Restricted Stock Units (Financial)
[F1][F6]2026-06-05−3,852→ 15,405 total→ Common Stock (3,852 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F7]2026-06-05−4,939→ 19,752 total→ Common Stock (4,939 underlying) - Exercise/Conversion
Performance Restricted Stock Units (rTSR)
[F1][F8]2026-06-05−4,835→ 0 total→ Common Stock (4,835 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F9]2026-06-05−19,412→ 45,770 total→ Common Stock (19,412 underlying) - Exercise/Conversion
Performance Restricted Stock Units (Financial)
[F1][F10]2026-06-05−13,277→ 19,314 total→ Common Stock (13,277 underlying) - Award
Restricted Stock Units
[F1][F11]2026-06-05+65,182→ 65,182 total→ Common Stock (65,182 underlying)
Footnotes (11)
- [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.
- [F10]Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan and earned following certification by the Compensation Committee 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.
- [F11]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.
- [F2]Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.
- [F3]The number of securities reported reflects the acquisition on June 5, 2026 of 558 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.
- [F4]Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the Financial PSUs granted vested on June 5, 2024 and the balance of the Financial PSUs vested in equal quarterly installments thereafter until fully vested on June 5, 2026.
- [F5]Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2023 under the Plan. 33% of the RSUs granted vested on June 5, 2024 and the balance of the RSUs vested in equal quarterly installments thereafter until fully vested on June 5, 2026.
- [F6]Represents the vesting of Financial PSUs granted on June 5, 2024 under the Plan. 33% of the Financial PSUs granted 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.
- [F7]Represents the vesting of RSUs granted on June 5, 2024 under the Plan. 33% of the RSUs granted 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.
- [F8]Represents the vesting of restricted stock units based on relative total stockholder return ("rTSR PSUs") granted on June 5, 2024 under the Plan. These rTSR PSUs were earned following certification by the Compensation Committee of the Board of Directors of the Issuer (the "Compensation Committee") of certain performance conditions related to relative total stockholder return for the two year performance period that started on April 1, 2024 and ended on March 31, 2026. All of these rTSR PSUs vested on June 5, 2026.
- [F9]Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the 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.
Signature
/s/ Marc Gold, by power of attorney|2026-06-09