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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
May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionStock Options · Derivative 12,000 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,227

Underlying: Common stock · 12,000 shares

Expires 2033-03-07

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 · derivative.exercise_date: On March 7, 2023, the reporting person was granted an option to purchase 18,227 shares of common stock. The option vested in two installments: 25% vested on the first anniversary of the date of grant, and 75% vested on the second anniversary of the date of grant.

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May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 2,643 $92.92 $245,587.56
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,640

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

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May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 4,454 $92.82 $413,420.28
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,283

F2 · price: Represents the weighted average of sale prices, ranging from $92.81 to $92.88. 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
May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 8,067 $92.77 $748,375.59
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,737

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

Read SEC document
May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 12,000 $33.90 $406,800.00
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,804

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
May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 8,836 $92.77 $819,715.72
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,804

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

Read SEC document
May 09, 2025 Filed May 13, 2025 21:08 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 12,000 $47.27 $567,240.00
Disclosure

SEC source: 0001013857-25-000132 · wk-form4_1747170525.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,640

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
May 01, 2025 Filed May 5, 2025 21:14 UTC SaleCommon stock 300 $94.17 $28,251.00
Disclosure

SEC source: 0001013857-25-000130 · wk-form4_1746479666.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,495

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.

F3 · price: Represents the weighted average of sale prices, ranging from $93.76 to $94.55. 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.

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

Read SEC document
May 01, 2025 Filed May 5, 2025 21:14 UTC SaleCommon stock 1,700 $92.71 $157,607.00
Disclosure

SEC source: 0001013857-25-000130 · wk-form4_1746479666.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,795

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 $92.14 to $93.05. 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
May 01, 2025 Filed May 5, 2025 21:10 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 150 $94.13 $14,119.50
Disclosure

SEC source: 0001013857-25-000128 · wk-form4_1746479449.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,640

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Akgonul November 25, 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 $93.76 to $94.55. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
May 01, 2025 Filed May 5, 2025 21:10 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 1,850 $92.88 $171,828.00
Disclosure

SEC source: 0001013857-25-000128 · wk-form4_1746479449.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,790

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Akgonul November 25, 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 $92.11 to $93.05. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
May 01, 2025 Filed May 5, 2025 21:05 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
SaleCommon stock 500 $93.50 $46,750.00
Disclosure

SEC source: 0001013857-25-000126 · wk-form4_1746479111.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
April 29, 2025 Filed Apr 29, 2025 21:18 UTC
WEBER LARRYDirector
GiftCommon stock 1,100 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000123 · wk-form4_1745961488.xml · nonDerivative · entry 2

WEBER LARRY · CIK 0001330532 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,447

F1 · shares: Gifts made to family members.

Read SEC document
April 28, 2025 Filed Apr 29, 2025 21:18 UTC
WEBER LARRYDirector
SaleCommon stock 1,100 $91.55 $100,705.00
Disclosure

SEC source: 0001013857-25-000123 · wk-form4_1745961488.xml · nonDerivative · entry 1

WEBER LARRY · CIK 0001330532 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,547

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Exercise / conversionStock Options · Derivative 31,326 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 31,326 shares

Expires 2033-03-07

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 · shares: On March 7, 2023, the reporting person was granted an option to purchase 41,768 shares of common stock. The option vested in two installments: 25% vested on the first anniversary of the date of grant, and 75% vested on the second anniversary of the date of grant.

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Exercise / conversionStock Options · Derivative 30,000 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 30,000 shares

Expires 2033-03-07

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 · shares: On March 7, 2023, the reporting person was granted an option to purchase 40,000 shares of common stock. The option vested in two installments: 25% vested on the first anniversary of the date of grant, and 75% vested on the second anniversary of the date of grant.

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC SaleCommon stock 9,048 $89.36 $808,529.28
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,495

F2 · price: Represents the weighted average of sale prices, ranging from $89.33 to $89.49. 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.

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

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Tax withholdingCommon stock 22,278 $90.25 $2,010,589.50
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,543

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

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Exercise / conversionCommon stock 31,326 $47.27 $1,480,780.02
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,821

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
April 25, 2025 Filed Apr 29, 2025 21:09 UTC SaleCommon stock 8,665 $89.36 $774,304.40
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,495

F2 · price: Represents the weighted average of sale prices, ranging from $89.33 to $89.49. 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
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Tax withholdingCommon stock 21,335 $90.25 $1,925,483.75
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,160

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

Read SEC document
April 25, 2025 Filed Apr 29, 2025 21:09 UTC Exercise / conversionCommon stock 30,000 $47.27 $1,418,100.00
Disclosure

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,495

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
April 24, 2025 Filed Apr 25, 2025 21:36 UTC
KOUNINIS EFSTATHIOS ASVP of Finance & CAO
SaleCommon stock 658 $89.90 $59,154.20
Disclosure

SEC source: 0001013857-25-000119 · wk-form4_1745616965.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
April 24, 2025 Filed Apr 25, 2025 21:33 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 6,000 $89.54 $537,240.00
Disclosure

SEC source: 0001013857-25-000117 · wk-form4_1745616782.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,640

F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Includes shares acquired on March 31, 2025 pursuant to the company stock purchase plan.

Read SEC document
April 23, 2025 Filed Apr 25, 2025 21:33 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 2,000 $90.00 $180,000.00
Disclosure

SEC source: 0001013857-25-000117 · wk-form4_1745616782.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,640

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Akgonul November 25, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
April 23, 2025 Filed Apr 25, 2025 21:33 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 2,000 $87.31 $174,620.00
Disclosure

SEC source: 0001013857-25-000117 · wk-form4_1745616782.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 54,640

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Akgonul November 25, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 1,072 $69.19 $74,171.68
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.xml · nonDerivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,153,060

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.

F6 · price: Represents the weighted average of sale prices, ranging from $69.08 to $69.35. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 30,482 $68.52 $2,088,626.64
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.xml · nonDerivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,154,132

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.

F5 · price: Represents the weighted average of sale prices, ranging from $68.01 to $69.00. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
April 17, 2025 Filed Jul 11, 2025 21:05 UTC Amendment
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 1,072 $69.19 $74,171.68
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.xml · nonDerivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,153,114

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.

F8 · price: Represents the weighted average of sale prices, ranging from $69.08 to $69.35. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

F7 · balance_after: The original Form 4, filed on April 21, 2025, reflected an administrative error in the amount of shares sold being overstated by 54 shares, which then led to the underreporting of Mr. Trefler's beneficial ownership by the same. This corrected form reflects the increase of Mr. Trefler's beneficial ownership by 54 shares.

Read SEC document
April 17, 2025 Filed Jul 11, 2025 21:05 UTC Amendment
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 30,428 $68.52 $2,084,926.56
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.xml · nonDerivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,154,186

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.

F5 · shares: The original form 4, filed on April 21, 2025, is amended to correct an administrative error which overstated the amount of shares sold in this transaction by 54 shares.

F6 · price: Represents the weighted average of sale prices, ranging from $68.01 to $69.00. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

F7 · balance_after: The original Form 4, filed on April 21, 2025, reflected an administrative error in the amount of shares sold being overstated by 54 shares, which then led to the underreporting of Mr. Trefler's beneficial ownership by the same. This corrected form reflects the increase of Mr. Trefler's beneficial ownership by 54 shares.

Read SEC document
April 16, 2025 Filed Apr 21, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 1,549 $69.50 $107,655.50
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,184,614

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 $69.35 to $69.95. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
April 16, 2025 Filed Apr 21, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 15,001 $68.85 $1,032,818.85
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,186,163

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 $68.38 to $69.34. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
April 16, 2025 Filed Apr 21, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 14,950 $67.86 $1,014,507.00
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,201,164

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 $67.35 to $68.33. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 1,549 $69.50 $107,655.50
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,184,614

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 $69.35 to $69.95. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 15,001 $68.85 $1,032,818.85
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,186,163

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 $68.38 to $69.34. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 14,950 $67.86 $1,014,507.00
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,201,164

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 $67.35 to $68.33. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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April 01, 2025 Filed Apr 3, 2025 22:48 UTC SaleCommon stock 2,000 $69.75 $139,500.00
Disclosure

SEC source: 0001013857-25-000089 · wk-form4_1743720353.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,245

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 $69.49 to $70.00. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

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March 14, 2025 Filed Mar 19, 2025 01:29 UTC GiftCommon stock 17,019 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000087 · wk-form4_1742347750.xml · nonDerivative · entry 2

LEDINGHAM DIANNE · CIK 0001684701 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Dianne Ledingham Family Legacy Trust

Disclosed balance after: 17,019

F1 · balance_after: Reflects transfer from the reporting person to the Dianne Ledingham Family Legacy Trust.

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March 14, 2025 Filed Mar 19, 2025 01:29 UTC GiftCommon stock 17,019 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000087 · wk-form4_1742347750.xml · nonDerivative · entry 1

LEDINGHAM DIANNE · CIK 0001684701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · balance_after: Reflects transfer from the reporting person to the Dianne Ledingham Family Legacy Trust.

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March 12, 2025 Filed Mar 13, 2025 21:05 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 2,000 $72.25 $144,500.00
Disclosure

SEC source: 0001013857-25-000085 · wk-form4_1741899924.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,534

F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

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March 12, 2025 Filed Mar 13, 2025 21:02 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 31,500 $72.58 $2,286,270.00
Disclosure

SEC source: 0001013857-25-000083 · wk-form4_1741899766.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: 17,216,114

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 $71.59 to $73.27. 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.

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

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March 11, 2025 Filed Mar 13, 2025 21:02 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 31,500 $70.93 $2,234,295.00
Disclosure

SEC source: 0001013857-25-000083 · wk-form4_1741899766.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: 17,247,614

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 $69.77 to $71.83. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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March 07, 2025 Filed Mar 11, 2025 21:21 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 1,329 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,632

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 March 7, 2025. 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.

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March 07, 2025 Filed Mar 11, 2025 21:21 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 523 $76.86 $40,197.78
Disclosure

SEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,494

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
March 07, 2025 Filed Mar 11, 2025 21:21 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 1,329 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,017

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 March 7, 2025. 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
March 07, 2025 Filed Mar 11, 2025 21:18 UTC Exercise / conversionRestricted Stock Units · Derivative 2,610 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,884

Underlying: Common stock · 2,610 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 March 7, 2025. 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.

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March 07, 2025 Filed Mar 11, 2025 21:18 UTC Tax withholdingCommon stock 1,028 $76.86 $79,012.08
Disclosure

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,245

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
March 07, 2025 Filed Mar 11, 2025 21:18 UTC Exercise / conversionCommon stock 2,610 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,273

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 March 7, 2025. 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
March 07, 2025 Filed Mar 11, 2025 21:13 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 166 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000077 · wk-form4_1741727592.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,330

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 March 7, 2025. 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
March 07, 2025 Filed Mar 11, 2025 21:13 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 41 $76.86 $3,151.26
Disclosure

SEC source: 0001013857-25-000077 · wk-form4_1741727592.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,658

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.

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