Form 4 for DT Dynatrace, Inc.
Accepted 2025-06-09 00:00:00 ET · period of report 2025-06-05 · accession 0001773383-25-000093 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-06-09 | 2025-06-05 | DT | Benson James M | EVP, CFO, Treas | M - OptEx | — | +55.5K | 113.4K | +96% | — |
| DM | 2025-06-09 | 2025-06-05 | DT | Benson James M | EVP, CFO, Treas | F - Tax | $54.94 | -26.9K | 118.4K | -18% | -$1.48M |
| DM | 2025-06-09 | 2025-06-05 | DT | Benson James M | EVP, CFO, Treas | M - OptEx | $0.00 | -55.5K | 0 | -100% | $0 |
| D | 2025-06-09 | 2025-06-05 | DT | Benson James M | EVP, CFO, Treas | A - Grant | $0.00 | +58.8K | 58.8K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-06-05 | M | A | 4,277 | — | 99,615 | D | — | — | (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 | Common | Common Stock | 2025-06-05 | F | D | 2,068 | $54.94 | 97,547 | D | — | — | |
| 3 | Common | Common Stock | 2025-06-05 | M | A | 19,458 | — | 117,005 | D | — | — | (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. |
| 4 | Common | Common Stock | 2025-06-05 | F | D | 9,408 | $54.94 | 107,597 | D | — | — | |
| 5 | Common | Common Stock | 2025-06-05 | F | D | 5,223 | $54.94 | 124,445 | D | — | — | (F3) The number of securities reported reflects the acquisition on June 5, 2025 of 428 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2024 through June 5, 2025. |
| 6 | Common | Common Stock | 2025-06-05 | F | D | 2,813 | $54.94 | 110,600 | D | — | — | |
| 7 | Common | Common Stock | 2025-06-05 | M | A | 15,178 | — | 125,778 | D | — | — | (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. |
| 8 | Common | Common Stock | 2025-06-05 | F | D | 7,339 | $54.94 | 118,439 | D | — | — | |
| 9 | Common | Common Stock | 2025-06-05 | M | A | 10,801 | — | 129,240 | D | — | — | (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. |
| 10 | Common | Common Stock | 2025-06-05 | M | A | 5,816 | — | 113,413 | D | — | — | (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. |
| 11 | Derivative | Restricted Stock Units | 2025-06-05 | M | D | 19,458 | $0.00 | 39,505 | D | — · — to — | 19,458 Common Stock | (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. (F6) Represents the vesting of RSUs granted on June 5, 2024. 33% of the RSUs granted 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. |
| 12 | Derivative | Performance Restricted Stock Units (Financial) | 2025-06-05 | M | D | 5,816 | $0.00 | 23,268 | D | — · — to — | 5,816 Common Stock | (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. (F7) Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on June 5, 2023 and earned following certification by the Compensation Committee of the Board of Directors of the Issuer (the "Compensation Committee") of certain financial performance results for the Issuer's fiscal year 2024 that started on April 1, 2023 and ended on March 31, 2024. 33% of the Financial RSUs granted vested on June 5, 2024 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2026, subject to the Reporting Person's continued employment on the applicable vesting dates. |
| 13 | Derivative | Performance Restricted Stock Units (Financial) | 2025-06-05 | M | D | 15,178 | $0.00 | 30,813 | D | — · — to — | 15,178 Common Stock | (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. (F8) Represents the vesting of 33% of the Financial PSUs granted on June 5, 2024 and earned following certification by the Compensation Committee of certain financial performance results for the Issuer's fiscal year 2025 that started on April 1, 2024 and ended on March 31, 2025. The balance of Financial RSUs granted on June 5, 2024 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. |
| 14 | Derivative | Restricted Stock Units | 2025-06-05 | M | D | 4,277 | $0.00 | 17,110 | D | — · — to — | 4,277 Common Stock | (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. (F5) Represents the vesting of RSUs granted on June 5, 2023. 33% of the RSUs granted vested on June 5, 2024 and the balance of the RSUs vest in equal quarterly installments thereafter until fully vested on June 5, 2026, subject to the Reporting Person's continued employment on the applicable vesting dates. |
| 15 | Derivative | Restricted Stock Units | 2025-06-05 | A | A | 58,824 | $0.00 | 58,824 | D | — · — to — | 58,824 Common Stock | (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. (F4) Represents the grant of time-based restricted stock units ("RSUs"). 33% of these RSUs will vest on June 5, 2026 and the balance of the RSUs will 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. |
| 16 | Derivative | Performance Restricted Stock Units (rTSR) | 2025-06-05 | M | D | 10,801 | $0.00 | 0 | D | — · — to — | 10,801 Common Stock | (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. (F9) Represents the vesting of restricted stock units based on relative total stockholder return granted on June 5, 2024 and earned following certification by the Compensation Committee of certain performance conditions related to relative total stockholder return for the one year performance period that started on April 1, 2024 and ended on March 31, 2025. |