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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

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
November 05, 2024 Filed Nov 6, 2024 22:41 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 1,180 $33.90 $40,002.00
Disclosure

SEC source: 0001013857-24-000239 · wk-form4_1730932757.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,180

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
November 01, 2024 Filed Nov 4, 2024 22:36 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionStock Options · Derivative 20,000 $0.00 Strike: $25.20 $0.00
Disclosure

SEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · derivative · entry 5

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,295

Underlying: Common stock · 20,000 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.

F4 · shares: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
November 01, 2024 Filed Nov 4, 2024 22:36 UTC
Trefler LeonChief of Clients and Markets
SaleCommon stock 8,288 $81.23 $673,234.24
Disclosure

SEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,636

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.

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

Read SEC document
November 01, 2024 Filed Nov 4, 2024 22:36 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 11,712 $79.57 $931,923.84
Disclosure

SEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,924

F2 · 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.

Read SEC document
November 01, 2024 Filed Nov 4, 2024 22:36 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 20,000 $25.20 $504,000.00
Disclosure

SEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,636

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
October 31, 2024 Filed Nov 4, 2024 22:36 UTC
Trefler LeonChief of Clients and Markets
SaleCommon stock 752 $81.59 $61,355.68
Disclosure

SEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,636

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.

Read SEC document
October 28, 2024 Filed Oct 29, 2024 21:33 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 1,000 $80.07 $80,070.00
Disclosure

SEC source: 0001013857-24-000233 · wk-form4_1730237582.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,119

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

Read SEC document
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Exercise / conversionStock Options · Derivative 15,920 $0.00 Strike: $33.90 $0.00
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,640

Underlying: Common stock · 15,920 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 · shares: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023.

Read SEC document
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Exercise / conversionStock Options · Derivative 938 $0.00 Strike: $44.30 $0.00
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.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 · 938 shares

Expires 2027-03-02

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, 2018, with the remaining 80% vesting in equal quarterly amounts over the next four years.

Read SEC document
October 25, 2024 Filed Oct 29, 2024 21:29 UTC SaleCommon stock 5,540 $79.15 $438,491.00
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,400

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

Read SEC document
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Tax withholdingCommon stock 10,380 $79.54 $825,625.20
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,940

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
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Exercise / conversionCommon stock 15,920 $33.90 $539,688.00
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,320

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
October 25, 2024 Filed Oct 29, 2024 21:29 UTC SaleCommon stock 252 $79.15 $19,945.80
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,400

Read SEC document
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Tax withholdingCommon stock 686 $79.54 $54,564.44
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,652

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
October 25, 2024 Filed Oct 29, 2024 21:29 UTC Exercise / conversionCommon stock 938 $44.30 $41,553.40
Disclosure

SEC source: 0001013857-24-000231 · wk-form4_1730237390.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,338

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
October 25, 2024 Filed Oct 29, 2024 21:25 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
SaleCommon stock 303 $81.00 $24,543.00
Disclosure

SEC source: 0001013857-24-000229 · wk-form4_1730237127.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
October 01, 2024 Filed Oct 2, 2024 21:13 UTC SaleCommon stock 1,000 $73.17 $73,170.00
Disclosure

SEC source: 0001013857-24-000220 · wk-form4_1727903608.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,262

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell November 8, 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
September 30, 2024 Filed Oct 1, 2024 21:08 UTC
Trefler LeonChief of Clients and Markets
SaleCommon stock 752 $72.00 $54,144.00
Disclosure

SEC source: 0001013857-24-000218 · wk-form4_1727816884.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,388

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
September 12, 2024 Filed Sep 16, 2024 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GiftCommon stock 1,605,503 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000216 · wk-form4_1726520975.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Alan N. Trefler Irrevocable Non-GST Trust of 2022

Disclosed balance after: 1,605,503

F7 · balance_after: Reflects transfer of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2022.

Read SEC document
September 12, 2024 Filed Sep 16, 2024 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GiftCommon stock 1,605,503 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000216 · wk-form4_1726520975.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Alan N. Trefler Grantor Retained Annuity Trust I of 2022

Disclosed balance after: 0

F6 · balance_after: Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust I of 2022.

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:15 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 1,329 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,290

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

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:15 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 523 $68.59 $35,872.57
Disclosure

SEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,140

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
September 09, 2024 Filed Sep 10, 2024 21:15 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 1,329 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,663

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:12 UTC Exercise / conversionRestricted Stock Units · Derivative 2,610 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000212 · wk-form4_1726002736.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,105

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

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:12 UTC Tax withholdingCommon stock 1,028 $68.59 $70,510.52
Disclosure

SEC source: 0001013857-24-000212 · wk-form4_1726002736.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,262

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
September 09, 2024 Filed Sep 10, 2024 21:12 UTC Exercise / conversionCommon stock 2,610 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000212 · wk-form4_1726002736.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,290

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:04 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 167 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000210 · wk-form4_1726002284.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,662

Underlying: Common stock · 167 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 September 7, 2024, with a release date of September 9, 2024, the first business day following vesting. The original grant was 2,660 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:04 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 41 $68.59 $2,812.19
Disclosure

SEC source: 0001013857-24-000210 · wk-form4_1726002284.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 303

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
September 09, 2024 Filed Sep 10, 2024 21:04 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 167 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000210 · wk-form4_1726002284.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:01 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 1,139 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000208 · wk-form4_1726002088.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,392

Underlying: Common stock · 1,139 shares

Expires not disclosed

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

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

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

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 21:01 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 636 $68.59 $43,623.24
Disclosure

SEC source: 0001013857-24-000208 · wk-form4_1726002088.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,435

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
September 09, 2024 Filed Sep 10, 2024 21:01 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 1,139 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000208 · wk-form4_1726002088.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,071

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 September 7, 2024, with a release date of September 9, 2024, the first business date following vesting. The original grant was 18,227 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

Read SEC document
September 09, 2024 Filed Sep 10, 2024 20:57 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,139 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000206 · wk-form4_1726001871.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,392

Underlying: Common stock · 1,139 shares

Expires not disclosed

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

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

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

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

Read SEC document
September 09, 2024 Filed Sep 10, 2024 20:57 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 439 $68.59 $30,111.01
Disclosure

SEC source: 0001013857-24-000206 · wk-form4_1726001871.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,018

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
September 09, 2024 Filed Sep 10, 2024 20:57 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,139 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000206 · wk-form4_1726001871.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,457

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

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · derivative · entry 10

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 669

Underlying: Common stock · 334 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.

F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F5 · shares: Represents a 5% vesting on September 3, 2024. 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.

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 231 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · derivative · entry 9

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,383

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.

F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F4 · shares: Represents a 5% vesting on September 2, 2024, with a release date of September 3, 2024, 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.

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · derivative · entry 8

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,877

Underlying: Common stock · 588 shares

Expires not disclosed

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

F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · shares: Represents a 5% vesting on September 1, 2024, with a release date of September 3, 2024, 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.

F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 99 $70.88 $7,017.12
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,318

F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

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

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 334 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,417

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: Represents a 5% vesting on September 3, 2024. 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
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 68 $70.88 $4,819.84
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,083

F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 231 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,151

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 September 2, 2024, with a release date of September 3, 2024, 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
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 173 $70.88 $12,262.24
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,920

F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 588 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,093

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: Represents a 5% vesting on September 1, 2024, with a release date of September 3, 2024, 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
September 03, 2024 Filed Sep 5, 2024 00:54 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 1,000 $70.41 $70,410.00
Disclosure

SEC source: 0001013857-24-000200 · wk-form4_1725494748.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,505

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Akgonul November 9, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 1,393 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000203 · wk-form4_1725494905.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,786

Underlying: Common stock · 1,393 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 5% vesting on September 3, 2024. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 1,249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000203 · wk-form4_1725494905.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,493

Underlying: Common stock · 1,249 shares

Expires not disclosed

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

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

F1 · shares: Represents a 5% vesting on September 2, 2024, with a release date of September 3, 2024, the first business day following vesting. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 674 $70.88 $47,773.12
Disclosure

SEC source: 0001013857-24-000203 · wk-form4_1725494905.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,727,532

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
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 1,393 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000203 · wk-form4_1725494905.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,728,206

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 September 3, 2024. The original grant was 27,862 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
September 03, 2024 Filed Sep 5, 2024 00:51 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 496 $70.88 $35,156.48
Disclosure

SEC source: 0001013857-24-000203 · wk-form4_1725494905.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,726,813

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

Read SEC document

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