Tapewire

Nasdaq · USD

PEGA

PEGASYSTEMS INC

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Tapewire entity
309
SEC CIK
0001013857
Parsed reports
1,092

Last 12 months

Inside the activity.

0 purchase rows · 51 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202509
Jan 202608
Feb 202604
Mar 202607
Apr 202601
May 202603
Jun 202603
Jul 202600
Aug 202605
Sep 202605
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2025 Filed Jul 3, 2025 21:10 UTC SaleCommon stock 3,000 $52.31 $156,930.00
Disclosure

SEC source: 0001013857-25-000195 · wk-form4_1751577032.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,350

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $51.88 to $52.67. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 18, 2025 Filed Jun 23, 2025 21:04 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 4,484 $101.22 $453,870.48
Disclosure

SEC source: 0001013857-25-000193 · wk-form4_1750712654.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,027,892

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $101.06 to $101.46. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 18, 2025 Filed Jun 23, 2025 21:04 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 27,016 $100.76 $2,722,132.16
Disclosure

SEC source: 0001013857-25-000193 · wk-form4_1750712654.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,032,376

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $100.06 to $101.05. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 17, 2025 Filed Jun 18, 2025 21:02 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 6,697 $101.75 $681,419.75
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.xml · nonDerivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,059,392

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $101.49 to $102.07. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 17, 2025 Filed Jun 18, 2025 21:02 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 21,108 $101.00 $2,131,908.00
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,066,089

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $100.50 to $101.48. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 17, 2025 Filed Jun 18, 2025 21:02 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 3,695 $100.00 $369,500.00
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,087,197

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $99.49 to $100.48. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionStock Options · Derivative 40,000 $0.00 Strike: $33.90 $0.00
Disclosure

SEC source: 0001013857-25-000182 · wk-form4_1749848382.xml · derivative · entry 4

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,768

Underlying: Common stock · 40,000 shares

Expires 2032-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Options will vest in equal quarterly installments over a four year period with the first vest occurring on February 2, 2023.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC
Higgins John GerardChief, Client &Partner Success
SaleCommon stock 11,830 $102.23 $1,209,380.90
Disclosure

SEC source: 0001013857-25-000182 · wk-form4_1749848382.xml · nonDerivative · entry 3

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,013

F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 28,170 $102.46 $2,886,298.20
Disclosure

SEC source: 0001013857-25-000182 · wk-form4_1749848382.xml · nonDerivative · entry 2

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,843

F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Higgins's tax liability, which were paid by way of the Company withholding shares of equal value.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:59 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 40,000 $33.90 $1,356,000.00
Disclosure

SEC source: 0001013857-25-000182 · wk-form4_1749848382.xml · nonDerivative · entry 1

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,013

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:11 UTC Exercise / conversionRestricted Stock Units · Derivative 2,611 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,273

Underlying: Common stock · 2,611 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:11 UTC Tax withholdingCommon stock 1,028 $102.46 $105,328.88
Disclosure

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,605

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:11 UTC Exercise / conversionCommon stock 2,611 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,633

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:14 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 1,329 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,303

Underlying: Common stock · 1,329 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:14 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 523 $102.46 $53,586.58
Disclosure

SEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,440

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:14 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 1,329 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,963

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:09 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000176 · wk-form4_1749589736.xml · derivative · entry 3

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,164

Underlying: Common stock · 166 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 2,660 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:09 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Tax withholdingCommon stock 41 $102.46 $4,200.86
Disclosure

SEC source: 0001013857-25-000176 · wk-form4_1749589736.xml · nonDerivative · entry 2

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:09 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionCommon stock 166 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000176 · wk-form4_1749589736.xml · nonDerivative · entry 1

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 2,660 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:04 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 1,139 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000174 · wk-form4_1749589436.xml · derivative · entry 3

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,974

Underlying: Common stock · 1,139 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 18,227 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:04 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 636 $102.46 $65,164.56
Disclosure

SEC source: 0001013857-25-000174 · wk-form4_1749589436.xml · nonDerivative · entry 2

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,013

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 21:04 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 1,139 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000174 · wk-form4_1749589436.xml · nonDerivative · entry 1

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,649

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 18,227 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 20:59 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,139 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000172 · wk-form4_1749589158.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,974

Underlying: Common stock · 1,139 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 20:59 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 551 $102.46 $56,455.46
Disclosure

SEC source: 0001013857-25-000172 · wk-form4_1749589158.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,217

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 09, 2025 Filed Jun 10, 2025 20:59 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,139 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000172 · wk-form4_1749589158.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,768

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:27 UTC Exercise / conversionRestricted Stock Units · Derivative 2,201 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,212

Underlying: Common stock · 2,201 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 35,218 restricted stock units, with 25 % vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:27 UTC Tax withholdingCommon stock 867 $101.41 $87,922.47
Disclosure

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,022

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:27 UTC Exercise / conversionCommon stock 2,201 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,889

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 35,218 restricted stock units, with 25 % vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:32 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 1,101 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,106

Underlying: Common stock · 1,101 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:32 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 434 $101.41 $44,011.94
Disclosure

SEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,634

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:32 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 1,101 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,068

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

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June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionStock Options · Derivative 1,180 $0.00 Strike: $33.90 $0.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · derivative · entry 7

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,260

Underlying: Common stock · 1,180 shares

Expires 2032-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · shares: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023.

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June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 220 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · derivative · entry 6

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,421

Underlying: Common stock · 220 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 3,522 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
SaleCommon stock 598 $103.00 $61,594.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · nonDerivative · entry 5

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

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June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Tax withholdingCommon stock 582 $103.00 $59,946.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · nonDerivative · entry 4

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 764

F3 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value.

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June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionCommon stock 1,180 $33.90 $40,002.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · nonDerivative · entry 3

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,346

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Tax withholdingCommon stock 54 $101.41 $5,476.14
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · nonDerivative · entry 2

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:24 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
Exercise / conversionCommon stock 220 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000166 · wk-form4_1749504198.xml · nonDerivative · entry 1

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 3,522 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:16 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 1,101 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000164 · wk-form4_1749503744.xml · derivative · entry 3

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,106

Underlying: Common stock · 1,101 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:16 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 615 $101.41 $62,367.15
Disclosure

SEC source: 0001013857-25-000164 · wk-form4_1749503744.xml · nonDerivative · entry 2

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,510

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:16 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 1,101 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000164 · wk-form4_1749503744.xml · nonDerivative · entry 1

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,125

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:10 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,101 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000162 · wk-form4_1749503423.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,106

Underlying: Common stock · 1,101 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:10 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 533 $101.41 $54,051.53
Disclosure

SEC source: 0001013857-25-000162 · wk-form4_1749503423.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,629

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 05, 2025 Filed Jun 9, 2025 21:10 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,101 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000162 · wk-form4_1749503423.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,162

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
June 03, 2025 Filed Jun 3, 2025 21:29 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
SaleCommon stock 116 $100.50 $11,658.00
Disclosure

SEC source: 0001013857-25-000156 · wk-form4_1748986175.xml · nonDerivative · entry 5

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP of Finance & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 230 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000158 · wk-form4_1748986454.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 692

Underlying: Common stock · 230 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · shares: Represents a 5% vesting on June 2, 2025. The original grant was 4,611 restricted stock units, with a 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000158 · wk-form4_1748986454.xml · derivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,114

Underlying: Common stock · 588 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · security: Once vested, the shares of common stock are not subject to expiration.

F1 · shares: Represents a 5% vesting on June 1, 2025, with a release date of June 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with a 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:34 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 112 $98.15 $10,992.80
Disclosure

SEC source: 0001013857-25-000158 · wk-form4_1748986454.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,061

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 230 $98.15 $22,574.50
Disclosure

SEC source: 0001013857-25-000158 · wk-form4_1748986454.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,173

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Represents a 5% vesting on June 2, 2025. The original grant was 4,611 restricted stock units, with a 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:34 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 285 $98.15 $27,972.75
Disclosure

SEC source: 0001013857-25-000158 · wk-form4_1748986454.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,943

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.