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.
Sentiment and the balance of points
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Form Type
4
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)
- 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 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.
- 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.
- 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.
- 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.
- 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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
