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Nasdaq · USD

PEGA

PEGASYSTEMS INC

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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

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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
March 07, 2025 Filed Mar 11, 2025 21:13 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 166 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000077 · wk-form4_1741727592.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,699

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 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
March 07, 2025 Filed Mar 11, 2025 21:08 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 1,140 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000075 · wk-form4_1741727274.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,113

Underlying: Common stock · 1,140 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 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
March 07, 2025 Filed Mar 11, 2025 21:08 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 637 $76.86 $48,959.82
Disclosure

SEC source: 0001013857-25-000075 · wk-form4_1741727274.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,473

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 21:08 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 1,140 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000075 · wk-form4_1741727274.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,110

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 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
March 07, 2025 Filed Mar 11, 2025 21:03 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,140 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000073 · wk-form4_1741727025.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,113

Underlying: Common stock · 1,140 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 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
March 07, 2025 Filed Mar 11, 2025 21:03 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 335 $76.86 $25,748.10
Disclosure

SEC source: 0001013857-25-000073 · wk-form4_1741727025.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,534

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 21:03 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,140 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000073 · wk-form4_1741727025.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,869

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 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
March 05, 2025 Filed Mar 6, 2025 22:49 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 4,402 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 5

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,207

Underlying: Common stock · 4,402 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 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with 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.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:49 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 1,733 $77.63 $134,532.79
Disclosure

SEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,688

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 05, 2025 Filed Mar 6, 2025 22:49 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 4,402 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,421

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 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Exercise / conversionRestricted Stock Units · Derivative 8,805 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 9

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,413

Underlying: Common stock · 8,805 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.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 35,218 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Exercise / conversionRestricted Stock Units · Derivative 3,522 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.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 · 3,522 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 100% vesting on March 5, 2025. The original grant was 3,522 restricted stock units, which were granted on March 5, 2024. As part of the Company's Corporate Incentive Compensation Plan (CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Tax withholdingCommon stock 3,465 $77.63 $268,987.95
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,663

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
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Exercise / conversionCommon stock 8,805 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,128

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 25% vesting on March 5, 2025. The original grant was 35,218 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Tax withholdingCommon stock 1,386 $77.63 $107,595.18
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,323

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

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:41 UTC Exercise / conversionCommon stock 3,522 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,709

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 100% vesting on March 5, 2025. The original grant was 3,522 restricted stock units, which were granted on March 5, 2024. As part of the Company's Corporate Incentive Compensation Plan (CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 881 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,641

Underlying: Common stock · 881 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.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 3,522 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 1,008 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,008 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 100% vesting on March 5, 2025. The original grant was 1,008 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 220 $77.63 $17,078.60
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,533

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
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 881 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,753

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 25% vesting on March 5, 2025. The original grant was 3,522 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 299 $77.63 $23,211.37
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 872

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

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 1,008 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,171

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 100% vesting on March 5, 2025. The original grant was 1,008 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 4,402 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,207

Underlying: Common stock · 4,402 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.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 2,233 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,233 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 100% vesting on March 5, 2025. The original grant was 2,233 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Program (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 2,457 $77.63 $190,736.91
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,970

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
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 4,402 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,427

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 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 1,247 $77.63 $96,804.61
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,025

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

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 2,233 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,272

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 100% vesting on March 5, 2025. The original grant was 2,233 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Program (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 4,402 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · derivative · entry 9

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,207

Underlying: Common stock · 4,402 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.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 2,564 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · derivative · entry 8

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,564 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 100% vesting on March 5, 2025. The original grant was 2,564 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 1,290 $77.63 $100,142.70
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,729

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.

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March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 4,402 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,019

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 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

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March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 753 $77.63 $58,455.39
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,617

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

Read SEC document
March 05, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 2,564 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,370

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 100% vesting on March 5, 2025. The original grant was 2,564 restricted stock units, which were granted on March 5, 2024. As part of the Company's 2024 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs.

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March 04, 2025 Filed Mar 4, 2025 22:40 UTC
Trefler LeonChief of Clients and Markets
SaleCommon stock 2,049 $75.65 $155,006.85
Disclosure

SEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 7

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,019

F5 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 26, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:49 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 32,145 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,145

Underlying: Common stock · 32,145 shares

Expires 2035-03-04

F7 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:49 UTC
Trefler LeonChief of Clients and Markets
GrantRestricted Stock Units · Derivative 12,924 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,924

Underlying: Common stock · 12,924 shares

Expires not disclosed

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

F5 · shares: RSUs will vest 25% on March 4, 2026, with 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.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:45 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GrantStock Options · Derivative 225,009 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000067 · wk-form4_1741301131.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,009

Underlying: Common stock · 225,009 shares

Expires 2035-03-04

F2 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:41 UTC GrantStock Options · Derivative 64,289 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,289

Underlying: Common stock · 64,289 shares

Expires 2035-03-04

F9 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:41 UTC GrantRestricted Stock Units · Derivative 25,847 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,847

Underlying: Common stock · 25,847 shares

Expires not disclosed

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

F8 · shares: RSUs will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:41 UTC GrantRestricted Stock Units · Derivative 3,334 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,334

Underlying: Common stock · 3,334 shares

Expires not disclosed

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

F6 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 4, 2025. All RSUs vest 100% on March 4, 2026, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2025.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantStock Options · Derivative 6,429 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,429

Underlying: Common stock · 6,429 shares

Expires 2035-03-04

F9 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantRestricted Stock Units · Derivative 2,585 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,585

Underlying: Common stock · 2,585 shares

Expires not disclosed

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

F8 · shares: RSUs will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:38 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantRestricted Stock Units · Derivative 1,104 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000063 · wk-form4_1741300726.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,104

Underlying: Common stock · 1,104 shares

Expires not disclosed

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

F6 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 4, 2025. All RSUs vest 100% on March 4, 2026, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2025.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 32,145 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,145

Underlying: Common stock · 32,145 shares

Expires 2035-03-04

F9 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
GrantRestricted Stock Units · Derivative 12,924 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,924

Underlying: Common stock · 12,924 shares

Expires not disclosed

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

F8 · shares: RSUs will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly amounts over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:35 UTC
Higgins John GerardChief, Client &Partner Success
GrantRestricted Stock Units · Derivative 1,851 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000061 · wk-form4_1741300523.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,851

Underlying: Common stock · 1,851 shares

Expires not disclosed

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

F6 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 4, 2025. All RSUs vest 100% on March 4, 2026, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2025.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 32,145 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,145

Underlying: Common stock · 32,145 shares

Expires 2035-03-04

F9 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
GrantRestricted Stock Units · Derivative 12,924 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,924

Underlying: Common stock · 12,924 shares

Expires not disclosed

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

F8 · shares: RSUs will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 22:32 UTC
Akgonul Rifat KerimChief Product Officer
GrantRestricted Stock Units · Derivative 2,660 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000059 · wk-form4_1741300355.xml · derivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,660

Underlying: Common stock · 2,660 shares

Expires not disclosed

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

F6 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 4, 2025. All RSUs vest 100% on March 4, 2026, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2025.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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.