Dynatrace, Inc.·4

Jun 9, 9:24 PM ET

Yates Daniel S. 4

Research Summary

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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.