Dynatrace (NYSE: DT) CFO reports RSU grant, award vesting and tax share withholdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Dynatrace, Inc. EVP, CFO and Treasurer James M. Benson reported compensation-related equity activity on June 5, 2026. Multiple restricted stock units and performance-based awards vested and were settled into a total of 56,408 shares of Common Stock, while 27,277 shares were withheld at $42.19 per share to cover tax obligations. He also received a new grant of 65,182 restricted stock units and acquired 558 shares through the company’s employee stock purchase plan, with no open-market buying or selling reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
56,408 shares exercised/converted
Mixed
22 txns
Insider
Benson James M
Role
EVP, CFO and Treasurer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Performance Restricted Stock Units (Financial) | 5,816 | $0.00 | -- |
| Exercise | Restricted Stock Units | 4,277 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (Financial) | 3,852 | $0.00 | -- |
| Exercise | Restricted Stock Units | 4,939 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (rTSR) | 4,835 | $0.00 | -- |
| Exercise | Restricted Stock Units | 19,412 | $0.00 | -- |
| Exercise | Performance Restricted Stock Units (Financial) | 13,277 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 65,182 | $0.00 | -- |
| Exercise | Common Stock | 5,816 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,813 | $42.19 | $119K |
| Exercise | Common Stock | 4,277 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,068 | $42.19 | $87K |
| Exercise | Common Stock | 3,852 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,863 | $42.19 | $79K |
| Exercise | Common Stock | 4,939 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,389 | $42.19 | $101K |
| Exercise | Common Stock | 4,835 | $0.00 | -- |
| Tax Withholding | Common Stock | 2,338 | $42.19 | $99K |
| Exercise | Common Stock | 19,412 | $0.00 | -- |
| Tax Withholding | Common Stock | 9,386 | $42.19 | $396K |
| Exercise | Common Stock | 13,277 | $0.00 | -- |
| Tax Withholding | Common Stock | 6,420 | $42.19 | $271K |
Holdings After Transaction:
Performance Restricted Stock Units (Financial) — 0 shares (Direct, null);
Restricted Stock Units — 0 shares (Direct, null);
Performance Restricted Stock Units (rTSR) — 0 shares (Direct, null);
Common Stock — 143,771 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 June 5, 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 June 5, 2023 under the Plan. 33% of the RSUs granted vested on June 5, 2024 and the balance of the RSUs vested in equal quarterly installments thereafter until fully vested on June 5, 2026. 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
RSU grant: 65,182 units
Shares from vesting/exercises: 56,408 shares
Tax withholding shares: 27,277 shares
+3 more
6 metrics
RSU grant
65,182 units
New restricted stock unit award on June 5, 2026
Shares from vesting/exercises
56,408 shares
Common Stock from RSU and PSU vesting on June 5, 2026
Tax withholding shares
27,277 shares
Shares withheld to cover taxes at $42.19 per share
Tax withholding price
$42.19 per share
Value applied to shares withheld for tax obligations
ESPP acquisition
558 shares
Shares acquired via Employee Stock Purchase Plan offering ending June 5, 2026
Common shares after last transaction
140,958 shares
Directly held Common Stock after final tax-withholding entry
Key Terms
Restricted Stock Units, Performance Restricted Stock Units (Financial), relative total stockholder return, Employee Stock Purchase Plan, +2 more
6 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock."
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 June 5, 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.
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."
2019 Equity Incentive Plan financial
"granted on June 5, 2023 under the Issuer's 2019 Equity Incentive Plan, as amended (the "Plan")."
FAQ
What did Dynatrace (DT) CFO James M. Benson report in this Form 4?
Dynatrace CFO James M. Benson reported vesting of several restricted stock and performance-based awards into Common Stock, tax-related share withholdings, a new restricted stock unit grant, and shares acquired via the employee stock purchase plan, all dated June 5, 2026 and tied to company equity incentives.
How many new restricted stock units were granted to the Dynatrace CFO?
James M. Benson received a grant of 65,182 restricted stock units. These RSUs were awarded under Dynatrace’s equity incentive plan and will vest over multiple years, subject to his continued employment and the specific vesting schedule described in the accompanying footnotes.