Dynatrace (DT) CRO logs major RSU grants, exercises and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Dynatrace, Inc. executive vice president and chief revenue officer Dan Zugelder reported a series of equity compensation events in the company’s stock. On June 5, 2026, he exercised performance- and time-based stock units into a total of 58,939 shares of Common Stock, while the company withheld 29,531 shares at $42.19 per share to cover tax obligations. He also received a new grant of 61,034 restricted stock units, each representing a right to one share of Common Stock that vests over future dates, and acquired 558 shares through the employee stock purchase plan. Following the last reported transaction, his direct Common Stock holdings were 34,545 shares, reflecting routine compensation-related activity rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
58,939 shares exercised/converted
Mixed
22 txns
Insider
Zugelder Dan
Role
EVP, Chief Revenue Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Performance Restricted Stock Units (Financial) | 13,918 | $0.00 | -- |
| Exercise | Restricted Stock Units | 6,387 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (Financial) | 3,221 | $0.00 | -- |
| Exercise | Restricted Stock Units | 4,130 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (rTSR) | 4,043 | $0.00 | -- |
| Exercise | Restricted Stock Units | 16,177 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (Financial) | 11,063 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 61,034 | $0.00 | -- |
| Exercise | Common Stock | 13,918 | $0.00 | -- |
| Tax Withholding | Common Stock | 6,973 | $42.19 | $294K |
| Exercise | Common Stock | 6,387 | $0.00 | -- |
| Tax Withholding | Common Stock | 3,200 | $42.19 | $135K |
| Exercise | Common Stock | 3,221 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,614 | $42.19 | $68K |
| Exercise | Common Stock | 4,130 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,070 | $42.19 | $87K |
| Exercise | Common Stock | 4,043 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,026 | $42.19 | $85K |
| Exercise | Common Stock | 16,177 | $0.00 | -- |
| Tax Withholding | Common Stock | 8,105 | $42.19 | $342K |
| Exercise | Common Stock | 11,063 | $0.00 | -- |
| Tax Withholding | Common Stock | 5,543 | $42.19 | $234K |
Holdings After Transaction:
Performance Restricted Stock Units (Financial) — 0 shares (Direct, null);
Restricted Stock Units — 25,550 shares (Direct, null);
Performance Restricted Stock Units (rTSR) — 0 shares (Direct, null);
Common Stock — 41,518 shares (Direct, null)
Footnotes (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. Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations upon the vesting of restricted stock units. The number of securities reported reflects the acquisition on June 5, 2026 of 558 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of December 6, 2025 through June 5, 2026. Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan"). 33% of the Financial PSUs granted vested on June 5, 2024 and the balance of the Financial PSUs vested in equal quarterly installments thereafter until fully vested on June 5, 2026. Represents the vesting of time-based restricted stock units ("RSUs") granted on July 15, 2023 under the Plan. 12.5% of the RSUs granted 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. Represents the vesting of Financial PSUs granted on June 5, 2024 under the Plan. 33% of the Financial PSUs granted 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. Represents the vesting of RSUs granted on June 5, 2024 under the Plan. 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. Represents the vesting of restricted stock units based on relative total stockholder return ("rTSR PSUs") granted on June 5, 2024 under the Plan. These rTSR PSUs were earned following certification by the Compensation Committee of the Board of Directors of the Issuer (the "Compensation Committee") of certain performance conditions related to relative total stockholder return for the two year performance period that started on April 1, 2024 and ended on March 31, 2026. All of these rTSR PSUs vested on June 5, 2026. Represents the vesting of RSUs granted on June 5, 2025 under the Plan. 33% of the 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. Represents the vesting of Financial PSUs granted on June 5, 2025 under the Plan and earned following certification by the Compensation Committee of certain financial performance results for the Issuer's fiscal year 2026 that started on April 1, 2025 and ended on March 31, 2026. 33% of the 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. Represents the grant of RSUs under the Plan. 33% of these RSUs will vest on June 5, 2027 and the balance of the RSUs will vest in equal quarterly installments thereafter until fully vested on June 5, 2029, subject to the Reporting Person's continued employment on the applicable vesting dates.
Key Figures
Shares from award exercises: 58,939 shares
Shares withheld for taxes: 29,531 shares at $42.19
New RSU grant: 61,034 RSUs
+3 more
6 metrics
Shares from award exercises
58,939 shares
Common Stock acquired via derivative exercises on June 5, 2026
Shares withheld for taxes
29,531 shares at $42.19
Common Stock withheld to satisfy tax obligations on June 5, 2026
New RSU grant
61,034 RSUs
Restricted Stock Units granted under equity plan on June 5, 2026
ESPP purchase
558 shares
Common Stock bought via ESPP for period Dec 6, 2025–Jun 5, 2026
Post-transaction holdings
34,545 shares
Direct Common Stock held after last reported transaction on June 5, 2026
Withholding price
$42.19 per share
Price used for tax-withholding share dispositions on June 5, 2026
Key Terms
Restricted Stock Units, Performance Restricted Stock Units (Financial), relative total stockholder return, Employee Stock Purchase Plan, +1 more
5 terms
Restricted Stock Units financial
"Represents the vesting of time-based restricted stock units ("RSUs") granted on July 15, 2023 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.
Performance Restricted Stock Units (Financial) financial
"Represents the vesting of restricted stock units based on financial performance ("Financial PSUs") granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan."
relative total stockholder return financial
"Represents the vesting of restricted stock units based on relative total stockholder return ("rTSR PSUs") granted on June 5, 2024 under the Plan."
Employee Stock Purchase Plan financial
"acquisition on June 5, 2026 of 558 shares of Common Stock pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP")."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Equity Incentive Plan financial
"granted on July 15, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan")."
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
FAQ
What did Dynatrace (DT) executive Dan Zugelder report in this Form 4?
Dan Zugelder reported equity compensation activity, including exercises of performance and time-based stock units, tax-withholding share dispositions, a new restricted stock unit grant, and shares acquired through the employee stock purchase plan, all dated June 5, 2026.
What new restricted stock units did Zugelder receive from Dynatrace (DT)?
Zugelder received a grant of 61,034 restricted stock units, each representing a right to receive one share of Dynatrace Common Stock. These RSUs vest over time in quarterly installments from June 5, 2027 through June 5, 2029, subject to continued employment.