Dynatrace CRO has 20,651 stock units vest

Dynatrace’s Chief Revenue Officer had RSUs and performance-based stock units vest into shares, with part of the stock withheld to cover taxes.

Rhea-AI Filing Summary

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.

Insider Trade Summary

20,651 shares exercised/converted

Exercise 15 txns

Insider Zugelder Dan

Role EVP, Chief Revenue Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units F1, F3	6,388	$0.00	$0.00
Exercise	Performance Restricted Stock Units (Financial) F1, F4	3,220	$0.00	$0.00
Exercise	Restricted Stock Units F1, F5	4,130	$0.00	$0.00
Exercise	Restricted Stock Units F1, F6	4,105	$0.00	$0.00
Exercise	Performance Restricted Stock Units (Financial) F1, F7	2,808	$0.00	$0.00
Exercise	Common Stock F1	6,388	--	--
Tax Withholding	Common Stock F2	3,201	$51.90	$166K
Exercise	Common Stock F1	3,220	--	--
Tax Withholding	Common Stock F2	1,614	$51.90	$84K
Exercise	Common Stock F1	4,130	--	--
Tax Withholding	Common Stock F2	2,070	$51.90	$107K
Exercise	Common Stock F1	4,105	--	--
Tax Withholding	Common Stock F2	2,057	$51.90	$107K
Exercise	Common Stock F1	2,808	--	--
Tax Withholding	Common Stock F2	1,407	$51.90	$73K

Holdings After Transaction: Restricted Stock Units — 60,290 contracts (Direct); Performance Restricted Stock Units (Financial) — 29,314 contracts (Direct); Common Stock — 67,868 shares (Direct)

Footnotes (7)

1. 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.
2. F2. Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.
3. F3. Represents the vesting of time-based restricted stock units ("RSUs") granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 12.5% of the granted RSUs vested on December 5, 2023 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.
4. F4. Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Plan. 33% of the earned Financial PSUs 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.
5. F5. Represents the vesting of RSUs granted on June 5, 2024 under the Plan. 33% of the granted RSUs 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.
6. F6. Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted 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.
7. F7. Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned 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.

Key Figures

Shares from vested RSUs/PSUs: 20,651 shares Shares withheld for taxes: 10,349 shares Tax withholding price per share: $51.90 per share +2 more

5 metrics

Shares from vested RSUs/PSUs 20,651 shares Restricted and performance stock units converting into Dynatrace common stock on September 5, 2026

Shares withheld for taxes 10,349 shares Common stock withheld to satisfy tax withholding obligations on September 5, 2026

Tax withholding price per share $51.90 per share Value used for common stock withheld to pay tax liabilities

Derivative exercises 5 transactions, 20,651 units Exercises/conversions of restricted and performance stock units into common stock

Tax-withholding dispositions 5 transactions, 10,349 shares Common stock delivered or withheld for payment of tax liability

Key Terms

Restricted Stock Units, Performance Restricted Stock Units (Financial), Financial PSUs, 2019 Equity Incentive Plan

4 terms

Restricted Stock Units financial

"Each restricted stock unit represents a contingent right to receive one share"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Performance Restricted Stock Units (Financial) financial

"Represents the vesting of restricted stock units based on financial performance"

Financial PSUs financial

"33% of the earned Financial PSUs vested on June 5, 2026"

2019 Equity Incentive Plan financial

"granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan"

FAQ

What equity transactions did Dynatrace (DT) report for EVP CRO Dan Zugelder?

On September 5, 2026, 20,651 restricted and performance stock units vested and converted into Dynatrace common stock for EVP and Chief Revenue Officer Dan Zugelder, with a portion of the resulting shares withheld to satisfy tax withholding obligations.

How many Dynatrace (DT) shares were withheld for taxes in this Form 4?

Dynatrace withheld 10,349 shares of common stock at $51.90 per share to satisfy Dan Zugelder’s tax withholding obligations triggered by the vesting of restricted and performance stock units on September 5, 2026.

Were the Dynatrace (DT) insider transactions executed under a Rule 10b5-1 plan?

No. The filing states that no Rule 10b5-1 trading plan is reported for these transactions by Dan Zugelder; the related checkbox is not marked as being pursuant to such a plan.

What types of awards vested for the Dynatrace (DT) Chief Revenue Officer?

The awards included Restricted Stock Units and Performance Restricted Stock Units (Financial), all granted under Dynatrace’s 2019 Equity Incentive Plan and vesting in scheduled quarterly installments through dates ranging from June 5, 2027 to June 5, 2028.

What was the reported price used for Dynatrace (DT) tax withholding shares?

The shares withheld to cover tax obligations were valued at $51.90 per share, as disclosed for the common stock dispositions classified as payment of tax liability by delivering or withholding securities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/09/2026 - 07:21 PM Accepted by SEC EDGAR 09/09/2026 - 07:21 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Zugelder Dan

(Last) (First) (Middle)

C/O DYNATRACE, INC.

280 CONGRESS STREET, 11TH FLOOR

(Street)

BOSTON MASSACHUSETTS 02210

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Dynatrace, Inc. [ DT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Revenue Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/05/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/05/2026		M(1)		6,388	A	(1)	63,954	D
Common Stock	09/05/2026		F(2)		3,201	D	$51.9	60,753	D
Common Stock	09/05/2026		M(1)		3,220	A	(1)	63,973	D
Common Stock	09/05/2026		F(2)		1,614	D	$51.9	62,359	D
Common Stock	09/05/2026		M(1)		4,130	A	(1)	66,489	D
Common Stock	09/05/2026		F(2)		2,070	D	$51.9	64,419	D
Common Stock	09/05/2026		M(1)		4,105	A	(1)	68,524	D
Common Stock	09/05/2026		F(2)		2,057	D	$51.9	66,467	D
Common Stock	09/05/2026		M(1)		2,808	A	(1)	69,275	D
Common Stock	09/05/2026		F(2)		1,407	D	$51.9	67,868	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	09/05/2026		M			6,388	(3)	(1)	Common Stock	6,388	$0	19,162	D
Performance Restricted Stock Units (Financial)	(1)	09/05/2026		M			3,220	(4)	(1)	Common Stock	3,220	$0	9,663	D
Restricted Stock Units	(1)	09/05/2026		M			4,130	(5)	(1)	Common Stock	4,130	$0	12,390	D
Restricted Stock Units	(1)	09/05/2026		M			4,105	(6)	(1)	Common Stock	4,105	$0	28,738	D
Performance Restricted Stock Units (Financial)	(1)	09/05/2026		M			2,808	(7)	(1)	Common Stock	2,808	$0	19,651	D

Explanation of Responses:

1. 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.

2. Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units.

3. Represents the vesting of time-based restricted stock units ("RSUs") granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 12.5% of the granted RSUs vested on December 5, 2023 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.

4. Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Plan. 33% of the earned Financial PSUs 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.

5. Represents the vesting of RSUs granted on June 5, 2024 under the Plan. 33% of the granted RSUs 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.

6. Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the granted 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.

7. Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan. 33% of the earned 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.

Remarks:

	/s/ Marc Gold, by power of attorney	09/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)