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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
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 231 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · derivative · entry 8

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 922

Underlying: Common stock · 231 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 March 2, 2025, with a release date of March 3, 2025, the first business day following vesting. 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.

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

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 587 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,702

Underlying: Common stock · 587 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.

F1 · shares: Represents a 5% vesting on March 1, 2025, with a release date of March 3, 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.

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

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 115 $78.51 $9,028.65
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,806

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

F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 334 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,921

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: Represents a 5% vesting on March 3, 2025. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 81 $78.51 $6,359.31
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,587

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 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 231 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,668

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 March 2, 2025, with a release date of March 3, 2025, the first business day following vesting. 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
March 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 204 $78.51 $16,016.04
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,437

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 03, 2025 Filed Mar 4, 2025 22:01 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 587 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000046 · wk-form4_1741125669.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,641

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 1, 2025, with a release date of March 3, 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.

Read SEC document
February 26, 2025 Filed Feb 27, 2025 22:00 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 31,500 $79.15 $2,493,225.00
Disclosure

SEC source: 0001013857-25-000044 · wk-form4_1740693634.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: 17,277,286

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 $78.35 to $80.48. 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.

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

Read SEC document
February 25, 2025 Filed Feb 27, 2025 22:00 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 31,500 $77.38 $2,437,470.00
Disclosure

SEC source: 0001013857-25-000044 · wk-form4_1740693634.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: 17,308,786

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 $75.83 to $78.64. 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
February 19, 2025 Filed Feb 21, 2025 21:41 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionStock Options · Derivative 30,365 $0.00 Strike: $20.49 $0.00
Disclosure

SEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 30,365 shares

Expires 2025-03-02

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 vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly amounts over the following four years.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:41 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 14,944 $84.74 $1,266,354.56
Disclosure

SEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,394

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

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

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:41 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 30,365 $20.49 $622,178.85
Disclosure

SEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,338

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
February 19, 2025 Filed Feb 21, 2025 21:44 UTC
WEBER LARRYDirector
GiftCommon stock 582 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000042 · wk-form4_1740174270.xml · nonDerivative · entry 1

WEBER LARRY · CIK 0001330532 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,647

F1 · shares: Gifts made to family members.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Exercise / conversionStock Options · Derivative 12,960 $0.00 Strike: $33.90 $0.00
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,720

Underlying: Common stock · 12,960 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.

F5 · shares: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Exercise / conversionStock Options · Derivative 8,233 $0.00 Strike: $58.95 $0.00
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.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 · 8,233 shares

Expires 2028-03-05

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: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly amounts over the following four years.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:01 UTC SaleCommon stock 5,891 $84.71 $499,026.61
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,466

F2 · price: Represents the weighted average of sale prices, ranging from $84.71 to $84.73. 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.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Tax withholdingCommon stock 7,069 $84.95 $600,511.55
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,357

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
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Exercise / conversionCommon stock 12,960 $33.90 $439,344.00
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,426

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
February 14, 2025 Filed Feb 19, 2025 22:01 UTC SaleCommon stock 1,851 $84.77 $156,909.27
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,466

Read SEC document
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Tax withholdingCommon stock 6,382 $84.95 $542,150.90
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,317

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
February 14, 2025 Filed Feb 19, 2025 22:01 UTC Exercise / conversionCommon stock 8,233 $58.95 $485,335.35
Disclosure

SEC source: 0001013857-25-000038 · wk-form4_1740002475.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,699

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.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:28 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 8,750 $0.00 Strike: $62.10 $0.00
Disclosure

SEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,750

Underlying: Common stock · 8,750 shares

Expires 2034-03-05

F4 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 8,750 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:28 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 26,250 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common stock · 26,250 shares

Expires 2033-03-07

F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 26,250 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:28 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 15,948 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,264

Underlying: Common stock · 15,948 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 21,264 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 15,948 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:24 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GrantStock Options · Derivative 181,227 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000034 · wk-form4_1739571886.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: 241,636

Underlying: Common stock · 181,227 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 241,636 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 181,227 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:21 UTC GrantStock Options · Derivative 10,000 $0.00 Strike: $62.10 $0.00
Disclosure

SEC source: 0001013857-25-000032 · wk-form4_1739571699.xml · derivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common stock · 10,000 shares

Expires 2034-03-05

F4 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 40,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 10,000 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:21 UTC GrantStock Options · Derivative 30,000 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000032 · wk-form4_1739571699.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Common stock · 30,000 shares

Expires 2033-03-07

F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 40,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 30,000 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:21 UTC GrantStock Options · Derivative 31,326 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000032 · wk-form4_1739571699.xml · derivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,326

Underlying: Common stock · 31,326 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 41,768 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 31,326 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:18 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantStock Options · Derivative 2,500 $0.00 Strike: $62.10 $0.00
Disclosure

SEC source: 0001013857-25-000030 · wk-form4_1739571481.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common stock · 2,500 shares

Expires 2034-03-05

F3 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 10,000 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 2,500 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:18 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantStock Options · Derivative 5,625 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000030 · wk-form4_1739571481.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,625

Underlying: Common stock · 5,625 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 7,500 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 5,625 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:12 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 8,750 $0.00 Strike: $62.10 $0.00
Disclosure

SEC source: 0001013857-25-000028 · wk-form4_1739571162.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,750

Underlying: Common stock · 8,750 shares

Expires 2034-03-05

F4 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 8,750 shares.

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February 12, 2025 Filed Feb 14, 2025 22:12 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 26,250 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000028 · wk-form4_1739571162.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common stock · 26,250 shares

Expires 2033-03-07

F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 26,250 shares.

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February 12, 2025 Filed Feb 14, 2025 22:12 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 13,670 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000028 · wk-form4_1739571162.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,227

Underlying: Common stock · 13,670 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 18,227 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 13,670 shares.

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February 12, 2025 Filed Feb 14, 2025 22:09 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 7,500 $0.00 Strike: $62.10 $0.00
Disclosure

SEC source: 0001013857-25-000026 · wk-form4_1739570952.xml · derivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common stock · 7,500 shares

Expires 2034-03-05

F4 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 30,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 7,500 shares.

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February 12, 2025 Filed Feb 14, 2025 22:09 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 22,500 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000026 · wk-form4_1739570952.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Common stock · 22,500 shares

Expires 2033-03-07

F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 30,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 22,500 shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:09 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 13,670 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000026 · wk-form4_1739570952.xml · derivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,227

Underlying: Common stock · 13,670 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 18,227 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 13,670 shares.

Read SEC document
February 03, 2025 Filed Feb 5, 2025 22:10 UTC SaleCommon stock 2,000 $105.63 $211,260.00
Disclosure

SEC source: 0001013857-25-000014 · wk-form4_1738793443.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,466

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

Read SEC document
January 16, 2025 Filed Jan 21, 2025 22:11 UTC
Ghai RohitDirector
Exercise / conversionStock Options · Derivative 1,091 $0.00 Strike: $102.49 $0.00
Disclosure

SEC source: 0001013857-25-000012 · wk-form4_1737497484.xml · derivative · entry 2

Ghai Rohit · CIK 0001960794 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,091

Underlying: Common stock · 1,091 shares

Expires 2035-01-16

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.

F2 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Ghai's services as a Director. The exact cash value was pro-rated to reflect the number of days of expected service from January 16, 2025, the start of his service, to the next Annual Meeting of Shareholders on June 17, 2025.

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January 16, 2025 Filed Jan 21, 2025 22:11 UTC
Ghai RohitDirector
Exercise / conversionCommon stock 512 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000012 · wk-form4_1737497484.xml · nonDerivative · entry 1

Ghai Rohit · CIK 0001960794 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512

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 shares of unrestricted common stock received as consideration for Mr. Ghai's service as a Director. The exact cash value was pro-rated to reflect the number of days of expected service from January 16, 2025, the start of his service, to the next Annual Meeting of Shareholders on June 17, 2025.

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January 02, 2025 Filed Jan 3, 2025 22:30 UTC SaleCommon stock 2,000 $94.00 $188,000.00
Disclosure

SEC source: 0001013857-25-000004 · wk-form4_1735943451.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,466

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

Read SEC document
December 31, 2024 Filed Jan 3, 2025 22:19 UTC
Trefler LeonChief of Clients and Markets
SaleCommon stock 752 $93.83 $70,560.16
Disclosure

SEC source: 0001013857-25-000002 · wk-form4_1735942791.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,973

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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

Read SEC document
December 24, 2024 Filed Dec 27, 2024 22:01 UTC
Trefler LeonChief of Clients and Markets
GiftCommon stock 360 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000289 · wk-form4_1735336879.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,725

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

Read SEC document
December 24, 2024 Filed Dec 27, 2024 21:58 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GiftCommon stock 25,100 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000287 · wk-form4_1735336695.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,340,286

F1 · shares: Gifts made to family members and to charitable organizations, including the Trefler Foundation. Mr. Trefler is a Trustee of the Trefler Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Foundation. He retains voting and dispositive control over such shares.

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

Read SEC document
December 16, 2024 Filed Dec 17, 2024 22:08 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
SaleCommon stock 299 $96.90 $28,973.10
Disclosure

SEC source: 0001013857-24-000285 · wk-form4_1734473330.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionStock Options · Derivative 9,000 $0.00 Strike: $33.90 $0.00
Disclosure

SEC source: 0001013857-24-000283 · wk-form4_1734388469.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,682

Underlying: Common stock · 9,000 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.

F4 · derivative.exercise_date: Options will vest in equal quarterly installments over a four year period with the first vest occurring on February 2, 2023.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionStock Options · Derivative 1,777 $0.00 Strike: $25.20 $0.00
Disclosure

SEC source: 0001013857-24-000283 · wk-form4_1734388469.xml · derivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,777 shares

Expires 2026-03-09

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 · derivative.exercise_date: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly amounts over the next four years.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:34 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 5,971 $97.36 $581,336.56
Disclosure

SEC source: 0001013857-24-000283 · wk-form4_1734388469.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,010

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.

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

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:34 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 9,000 $33.90 $305,100.00
Disclosure

SEC source: 0001013857-24-000283 · wk-form4_1734388469.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,981

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
December 12, 2024 Filed Dec 16, 2024 22:34 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 1,097 $97.36 $106,803.92
Disclosure

SEC source: 0001013857-24-000283 · wk-form4_1734388469.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,981

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

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