Dynatrace (DT) SEC Filings

Dynatrace, Inc. disclosed that its wholly owned subsidiary Dynatrace LLC, Dynatrace Intermediate LLC and certain U.S. subsidiaries as guarantors entered a senior secured revolving credit agreement with commitments of up to $500 million. Borrowings may be in U.S. dollars, euros, pounds sterling or Canadian dollars, with non-U.S.-dollar borrowings capped at $100 million in aggregate. Interest is based on the applicable benchmark plus a margin set by the borrower’s leverage ratio or, at its election, its credit ratings.

The facility’s stated maturity is June 24, 2031, subject to an earlier springing maturity if more than $300 million of 2031 exchangeable notes remain outstanding 91 days before their stated maturity; all applicable lenders may consent to up to two one-year extensions. Beginning with the quarter ending December 31, 2026, the borrower and restricted subsidiaries must maintain a Total Leverage Ratio of no more than 4.00 to 1.00. It may temporarily increase to 4.50 to 1.00 for four quarters after certain permitted acquisitions with total consideration above $150 million.

Dynatrace, Inc. (DT) is the issuer in an amended ownership report from Pictet Asset Management, an investment adviser that manages 14,316,387 common shares for institutional clients. Pictet reports sole voting power over 12,530,906 shares and sole dispositive power over 14,316,387. The reported purchase cost was approximately USD 690,003,167.51, funded from client assets without financing or borrowing.

The reported trades include both purchases and sales from July 24, 2026, through September 24, 2026, including 282,738 shares bought at $50.61 on August 13 and 143,034 shares sold at $58.88 on September 24. Pictet says it is actively engaging with Dynatrace on business practices and has no current plans or proposals that would result in a change in control, while reserving the right to change its intentions.

Dynatrace, Inc. (DT) reported that EVP and Chief Technology Officer Bernd Greifeneder sold 50,000 shares of common stock on September 18, 2026 at an average price of $57.21 per share in an open-market transaction. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. After this sale, he held 904,846 shares directly and 2,075 shares indirectly through his spouse.

Dynatrace, Inc. (DT) is the issuer for a proposed resale of 50,000 shares of common stock under Rule 144 for the account of Bernd Greifeneder, with UBS Financial Services Inc. acting as attorney-in-fact and broker. The shares have an indicated aggregate value of $2,860,500 and are associated with trading on the NYSE as of September 18, 2026.

Dynatrace, Inc. (DT) reported that EVP, CFO and Treasurer James M. Benson had 17,732 Restricted Stock Units vest on September 15, 2026, converting into the same number of shares of common stock. Of these, 8,574 shares were withheld by Dynatrace at $55.17 per share to satisfy tax withholding obligations. The vested RSUs relate to an award granted on December 15, 2022 under Dynatrace’s 2019 Equity Incentive Plan, which vests 25% on December 15, 2023 and the remainder in equal quarterly installments through December 15, 2026. No Rule 10b5-1 trading plan is reported for these transactions.

Dynatrace, Inc. (DT) received a Schedule 13D filing reporting that Pictet Asset Management, an investment adviser organized in Switzerland, is the beneficial owner of 14,564,509 shares of Dynatrace common stock, representing 5.04% of the outstanding shares as of the reporting date.

Pictet Asset Management reports sole voting power over 12,773,058 shares and sole dispositive power over all 14,564,509 shares, held on a discretionary basis for institutional clients. The shares were acquired for approximately $703.2 million, funded entirely from client assets without financing or borrowing. Pictet describes the position as part of its broader engagement-focused investment strategy, states it has no current plans to seek control of Dynatrace, but reserves the right to change its intentions based on ongoing evaluation and engagement with Dynatrace’s management and board.

Dynatrace, Inc. (DT) reported that EVP, CFO and Treasurer James M. Benson had multiple equity award vestings on September 5, 2026. Performance and time-based restricted stock units converted into a total of 17,086 shares of common stock, and 8,275 shares were delivered or withheld for payment of tax liability at $51.90 per share. No Rule 10b5-1 trading plan is reported for these transactions.

Dynatrace, Inc. (DT) reported that EVP and Chief Revenue Officer Dan Zugelder had multiple equity awards vest on September 5, 2026. A total of 20,651 restricted and performance stock units converted into an equal number of shares of common stock, and 10,349 shares were withheld by Dynatrace at $51.90 per share to cover tax withholding obligations. The remaining shares from these vestings became directly held common stock. No transactions were made under a Rule 10b5-1 trading plan.

Dynatrace, Inc. (DT) reported that on September 5, 2026, Senior Vice President and Chief Accounting Officer Daniel S. Yates had several equity awards vest, including performance-based and time-based restricted stock units granted under the company’s 2019 Equity Incentive Plan.

The vesting converted 2,416 restricted stock units into an equal number of shares of common stock, and 1,177 shares of common stock were withheld by Dynatrace to cover his tax withholding obligations at $51.90 per share; the remaining vested shares became directly owned common stock. No Rule 10b5-1 trading plan is reported.