Dynatrace CAO vests 2,416 shares; tax shares withheld
Dynatrace’s chief accounting officer had restricted stock units vest into common shares, with a portion withheld to satisfy tax obligations.
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,416 shares exercised/converted
Exercise
12 txns
Insider
Yates Daniel S.
Role
SVP, Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Performance Restricted Stock Units (Financial) F1, F3 | 558 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F4 | 718 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F5 | 677 | $0.00 | $0.00 |
| Exercise | Performance Restricted Stock Units (Financial) F1, F6 | 463 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 558 | -- | -- |
| Tax Withholding | Common Stock F2 | 271 | $51.90 | $14K |
| Exercise | Common Stock F1 | 718 | -- | -- |
| Tax Withholding | Common Stock F2 | 350 | $51.90 | $18K |
| Exercise | Common Stock F1 | 677 | -- | -- |
| Tax Withholding | Common Stock F2 | 330 | $51.90 | $17K |
| Exercise | Common Stock F1 | 463 | -- | -- |
| Tax Withholding | Common Stock F2 | 226 | $51.90 | $12K |
Holdings After Transaction:
Performance Restricted Stock Units (Financial) — 4,917 contracts (Direct);
Restricted Stock Units — 6,897 contracts (Direct);
Common Stock — 36,696 shares (Direct)
Footnotes (6)
- 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 June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (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.
- F4. Represents the vesting of time-based restricted stock units ("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.
- F5. 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.
- F6. 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
Restricted stock units vested into common stock: 2,416 shares
Shares withheld for tax obligations: 1,177 shares
Share value used for tax withholding: $51.90 per share
+2 more
5 metrics
Restricted stock units vested into common stock
2,416 shares
Total restricted stock units that vested and converted into Dynatrace common stock on September 5, 2026
Shares withheld for tax obligations
1,177 shares
Common shares withheld by Dynatrace to satisfy Daniel S. Yates’s tax withholding obligations on September 5, 2026
Share value used for tax withholding
$51.90 per share
Per-share value applied to the common stock withheld to cover tax withholding obligations
Derivative exercises or conversions
4 transactions, 2,416 units
Total number and volume of restricted stock unit vesting events treated as exercises or conversions
Tax-withholding dispositions
4 transactions, 1,177 shares
Total number and volume of dispositions to pay tax withholding obligations through common stock
Key Terms
restricted stock units, Financial PSUs, 2019 Equity Incentive Plan, tax withholding obligations
4 terms
restricted stock units financial
"Represents the vesting of time-based restricted stock units ("RSUs") granted on June 5, 2024 under the Plan."
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.
Financial PSUs financial
"Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended."
2019 Equity Incentive Plan financial
"granted on June 5, 2024 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan")."
tax withholding obligations financial
"Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units."
FAQ
What insider equity activity did Dynatrace (DT) disclose for Daniel S. Yates?
Dynatrace disclosed that on September 5, 2026, Daniel S. Yates had 2,416 restricted stock units, including performance-based and time-based awards, vest into common stock, with part of the resulting shares withheld to satisfy tax obligations.
What types of awards vested for Dynatrace (DT) executive Daniel S. Yates?
The vesting involved both performance-based restricted stock units and time-based restricted stock units that were granted under Dynatrace’s 2019 Equity Incentive Plan and became payable in shares of common stock.
Were the Dynatrace (DT) insider transactions by Daniel S. Yates under a Rule 10b5-1 plan?
No. The filing indicates that no Rule 10b5-1 trading plan is reported for the equity award vesting and related tax withholding transactions disclosed for Daniel S. Yates.
AI-generated analysis. How Rhea-AI works. Not financial advice.
