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Nasdaq · USD

PEGA

PEGASYSTEMS INC

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309
SEC CIK
0001013857
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1,092

Last 12 months

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0 purchase rows · 51 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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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

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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
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 332 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · derivative · entry 10

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,322

Underlying: Common stock · 332 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 June 6, 2022. The original grant was 6,635 restricted stock units, with 20% vesting on March 6, 2020, 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
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 341 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · derivative · entry 9

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,023

Underlying: Common stock · 341 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.

F2 · shares: Represents a 5% vesting on June 5, 2022, with a release date of June 6, 2022, the first business day following vesting. The original grant was 6,819 restricted stock units, with 20% vesting on March 5, 2019, 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
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 98 $52.47 $5,142.06
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,471

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

Read SEC document
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 332 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,569

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

F3 · shares: Represents a 5% vesting on June 6, 2022. The original grant was 6,635 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 101 $52.47 $5,299.47
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,237

Read SEC document
June 06, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 341 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,338

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.

F2 · shares: Represents a 5% vesting on June 5, 2022, with a release date of June 6, 2022, the first business day following vesting. The original grant was 6,819 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 05, 2022 Filed Jun 8, 2022 01:14 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 50,000 $0.00 Strike: $52.47 $0.00
Disclosure

SEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 8

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common stock · 50,000 shares

Expires 2032-06-05

F7 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years.

Read SEC document
June 05, 2022 Filed Jun 8, 2022 01:11 UTC GrantStock Options · Derivative 110,000 $0.00 Strike: $52.47 $0.00
Disclosure

SEC source: 0001013857-22-000124 · wf-form4_165465065896383.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,000

Underlying: Common stock · 110,000 shares

Expires 2032-06-05

F7 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years.

Read SEC document
June 05, 2022 Filed Jun 8, 2022 01:09 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantStock Options · Derivative 10,363 $0.00 Strike: $52.47 $0.00
Disclosure

SEC source: 0001013857-22-000123 · wf-form4_165465056072066.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,363

Underlying: Common stock · 10,363 shares

Expires 2032-06-05

F7 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years.

Read SEC document
June 05, 2022 Filed Jun 8, 2022 01:08 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 50,000 $0.00 Strike: $52.47 $0.00
Disclosure

SEC source: 0001013857-22-000122 · wf-form4_165465048173887.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common stock · 50,000 shares

Expires 2032-06-05

F2 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years.

Read SEC document
June 05, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 50,000 $0.00 Strike: $52.47 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · derivative · entry 8

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common stock · 50,000 shares

Expires 2032-06-05

F7 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years.

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:14 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 7

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,678

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.

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:14 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 99 $54.73 $5,418.27
Disclosure

SEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,961

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:14 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 334 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,060

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:13 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: 0001013857-22-000125 · wf-form4_165465076998624.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,324

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.

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

F1 · shares: Represents a 5% vesting on June 3, 2022. 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.

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

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:13 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 618 $54.73 $33,823.14
Disclosure

SEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,801,999

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:13 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 1,393 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,802,617

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

F1 · shares: Represents a 5% vesting on June 3, 2022. 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
June 03, 2022 Filed Jun 8, 2022 01:11 UTC Exercise / conversionRestricted Stock Units · Derivative 697 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000124 · wf-form4_165465065896383.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,662

Underlying: Common stock · 697 shares

Expires not disclosed

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

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 13,931 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
June 03, 2022 Filed Jun 8, 2022 01:11 UTC Tax withholdingCommon stock 170 $54.73 $9,304.10
Disclosure

SEC source: 0001013857-22-000124 · wf-form4_165465065896383.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,918

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:11 UTC Exercise / conversionCommon stock 697 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000124 · wf-form4_165465065896383.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,088

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 13,931 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
June 03, 2022 Filed Jun 8, 2022 01:09 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 77 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000123 · wf-form4_165465056072066.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 843

Underlying: Common stock · 77 shares

Expires not disclosed

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

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 1,533 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
June 03, 2022 Filed Jun 8, 2022 01:09 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 19 $54.73 $1,039.87
Disclosure

SEC source: 0001013857-22-000123 · wf-form4_165465056072066.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,873

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:09 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 77 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000123 · wf-form4_165465056072066.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,892

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

F1 · shares: Represents a 5% vesting on June 3, 2022. The original grant was 1,533 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
June 03, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,678

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.

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

F1 · shares: Represents a 5% vesting on June 3, 2022. 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.

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

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 99 $54.73 $5,418.27
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,997

Read SEC document
June 03, 2022 Filed Jun 8, 2022 01:06 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 334 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000121 · wf-form4_165465037761544.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,096

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

F1 · shares: Represents a 5% vesting on June 3, 2022. 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
June 02, 2022 Filed Jun 3, 2022 21:47 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 192 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,882

Underlying: Common stock · 192 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.

F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:47 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 57 $50.26 $2,864.82
Disclosure

SEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,726

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

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:47 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 192 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,783

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

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:42 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: 0001013857-22-000112 · wf-form4_165429254329663.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,732

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.

F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 2, 2022. 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.

F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:42 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 554 $50.26 $27,844.04
Disclosure

SEC source: 0001013857-22-000112 · wf-form4_165429254329663.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,801,224

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

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:42 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 1,249 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000112 · wf-form4_165429254329663.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,801,778

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

F1 · shares: Represents a 5% vesting on June 2, 2022. 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.

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:36 UTC Exercise / conversionRestricted Stock Units · Derivative 577 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000110 · wf-form4_165429217564769.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,645

Underlying: Common stock · 577 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.

F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 11,527 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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June 02, 2022 Filed Jun 3, 2022 21:36 UTC Tax withholdingCommon stock 141 $50.26 $7,086.66
Disclosure

SEC source: 0001013857-22-000110 · wf-form4_165429217564769.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,391

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

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June 02, 2022 Filed Jun 3, 2022 21:36 UTC Exercise / conversionCommon stock 577 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000110 · wf-form4_165429217564769.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,532

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

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 11,527 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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June 02, 2022 Filed Jun 3, 2022 21:28 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 53 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000108 · wf-form4_165429168790899.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 793

Underlying: Common stock · 53 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.

F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years

F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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June 02, 2022 Filed Jun 3, 2022 21:28 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 13 $50.26 $653.38
Disclosure

SEC source: 0001013857-22-000108 · wf-form4_165429168790899.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,815

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

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June 02, 2022 Filed Jun 3, 2022 21:28 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 53 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000108 · wf-form4_165429168790899.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,828

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

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years

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June 02, 2022 Filed Jun 3, 2022 21:21 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 231 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000106 · wf-form4_165429125307976.xml · derivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,458

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.

F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 2, 2022. 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.

F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
June 02, 2022 Filed Jun 3, 2022 21:21 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 68 $50.26 $3,417.68
Disclosure

SEC source: 0001013857-22-000106 · wf-form4_165429125307976.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,762

F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Includes shares acquired on March 31, 2021 and June 30, 2021 pursuant to the company's employee stock purchase plan.

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June 02, 2022 Filed Jun 3, 2022 21:21 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 231 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000106 · wf-form4_165429125307976.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,830

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

F1 · shares: Represents a 5% vesting on June 2, 2022. The original grant was 4,611 restricted stock units, with a 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 93 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,381

Underlying: Common stock · 93 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.

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

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,902

Underlying: Common stock · 461 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.

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

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 52 $49.54 $2,576.08
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,571

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Includes shares acquired on March 31, 2022 pursuant to the company's employee stock purchase plan.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 93 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,623

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 June 1, 2022. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years.

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 258 $49.54 $12,781.32
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,530

Read SEC document
June 01, 2022 Filed Jun 3, 2022 21:17 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 461 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,788

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

F1 · shares: Represents a 5% vesting on June 1, 2022. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments.

Read SEC document
May 27, 2022 Filed Jun 2, 2022 00:55 UTC OtherCommon stock 75,000 $49.54 $3,715,500.00
Disclosure

SEC source: 0001013857-22-000102 · wf-form4_165413133126884.xml · nonDerivative · entry 4

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 427,691

F2 · kind: On May 27, 2022, the Richard H. Jones Revocable Trust withdrew 75,000 shares of Pegasystems common stock from the Richard H Jones, Sr. 2022 Grantor Retained Annuity Trust ("2022 GRAT"), a grantor retained annuity trust previously established by the Richard H. Jones Revocable Trust on March 17, 2022, in exchange for a promissory note in the principal amount of $3,730,500. The withdrawal from the 2022 GRAT resulted in a decrease in the number of shares Mr. Jones owns indirectly through the 2022 GRAT and a corresponding increase in the number of shares Mr. Jones beneficially owns indirectly through the Richard H. Jones Revocable Trust. The reporting person believes that his withdrawal of shares from the 2022 GRAT constitutes a transaction exempted by Rule 16a-13 under the Securities Exchange Act of 1934.

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May 24, 2022 Filed Jun 2, 2022 00:55 UTC OtherCommon stock 1,215 $47.16 $57,299.40
Disclosure

SEC source: 0001013857-22-000102 · wf-form4_165413133126884.xml · nonDerivative · entry 2

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Patricia Jones Revocable Trust

Disclosed balance after: 14,339

F1 · kind: On May 24, 2022, the Patricia Jones Cornerstone Trust ("Cornerstone Trust"), a trust established for the benefit of Mrs. Jones' family, swapped 1,215 shares of Pega stock with a value of $57,293.33 in exchange for the equivalent amount of cash from the Patricia Jones Revocable Trust. The withdrawal of shares from the Cornerstone Trust resulted in a decrease in the number of shares held by the Cornerstone Trust and a corresponding increase in the number of shares held by the Patricia Jones Revocable Trust. The reporting person believes that these transactions constitute exempted transactions by Rule 16a-13 under the Securities Exchange Act of 1934.

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March 08, 2022 Filed Mar 9, 2022 21:38 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionStock Options · Derivative 23,530 $0.00 Strike: $25.20 $0.00
Disclosure

SEC source: 0001013857-22-000071 · wf-form4_164686191158938.xml · derivative · entry 9

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 23,530 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.

F7 · shares: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years.

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.