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Dynatrace, Inc.·4

Jun 9, 9:24 PM ET

Yates Daniel S. 4

4 · Dynatrace, Inc. · Filed Jun 9, 2026

Research Summary

AI-generated summary of this filing

Updated

Dynatrace (DT) SVP Daniel Yates Receives 8,889 RSUs; 3,944 Withheld

What Happened

  • Daniel S. Yates, SVP and Chief Accounting Officer of Dynatrace (DT), had a total of 8,889 restricted stock units/performance stock units convert to common shares on June 5, 2026. The filing shows conversion/exercise entries for those derivative awards and a contemporaneous tax-withholding share surrender.
  • The company withheld 3,944 shares to satisfy tax withholding obligations at an effective price of $42.19 per share, for a cash value of about $166,397. Net shares delivered to Yates after withholding: 8,889 − 3,944 = 4,945 shares.
  • This was a vesting/settlement and tax-withholding transaction (routine compensation event), not an open-market buy or sale.

Key Details

  • Transaction date: June 5, 2026; Form 4 filed June 9, 2026.
  • Awards involved: total 8,889 RSUs/PSUs converted/vested (grant/award code A and conversion code M in the filing).
  • Tax withholding (code F): 3,944 shares withheld at $42.19 per share for ~$166,397 in tax liabilities.
  • Net shares received: 4,945 (8,889 gross − 3,944 withheld).
  • Footnotes indicate these awards include multiple vehicle types and grant dates (financial PSUs, rTSR PSUs, time‑based RSUs granted in 2023–2025) and describe vesting schedules and performance certification (see F3–F9).
  • Shares owned after the transaction are not reported in the provided excerpt of the filing.
  • Transaction codes: M = exercise/conversion of derivative (vesting of RSUs/PSUs), F = shares withheld to cover taxes, A = grant/award.

Context

  • This is a routine vesting/settlement event. The company withheld shares to satisfy tax obligations (a common "cashless" feature of RSU settlements) and does not by itself indicate whether the insider is bullish or bearish on the stock.

Insider Transaction Report

Form 4
Period: 2026-06-05
Dynatrace, Inc.DT
Yates Daniel S.
SVP, Chief Accounting Officer
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+2,409→ 31,991 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−1,069$45,101→ 30,922 total
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+560→ 31,482 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−249$10,505→ 31,233 total
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+718→ 31,951 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−319$13,459→ 31,632 total
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+703→ 32,335 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−312$13,163→ 32,023 total
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+2,670→ 34,693 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−1,185$49,995→ 33,508 total
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-06-05+1,825→ 35,333 total
  • Tax Payment

    Common Stock

    [F2]
    2026-06-05$42.19/sh−810$34,174→ 34,523 total
  • Exercise/Conversion

    Performance Restricted Stock Units (Financial)

    [F1][F3]
    2026-06-05−2,409→ 0 total
    → Common Stock (2,409 underlying)
  • Exercise/Conversion

    Performance Restricted Stock Units (Financial)

    [F1][F4]
    2026-06-05−560→ 2,238 total
    → Common Stock (560 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F1][F5]
    2026-06-05−718→ 2,873 total
    → Common Stock (718 underlying)
  • Exercise/Conversion

    Performance Restricted Stock Units (rTSR)

    [F1][F6]
    2026-06-05−703→ 0 total
    → Common Stock (703 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F1][F7]
    2026-06-05−2,670→ 5,419 total
    → Common Stock (2,670 underlying)
  • Exercise/Conversion

    Performance Restricted Stock Units (Financial)

    [F1][F8]
    2026-06-05−1,825→ 3,700 total
    → Common Stock (1,825 underlying)
  • Award

    Restricted Stock Units

    [F1][F9]
    2026-06-05+8,889→ 8,889 total
    → Common Stock (8,889 underlying)
Footnotes (9)
  • [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 October 15, 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.
  • [F4]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.
  • [F5]Represents the vesting of time-based restricted stock units ("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.
  • [F6]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.
  • [F7]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.
  • [F8]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.
  • [F9]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.
Signature
/s/ Marc Gold, by power of attorney|2026-06-09

Documents

1 file
  • 4
    wk-form4_1781054641.xmlPrimary

    FORM 4