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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 5 |
| Dec 2025 | 0 | 9 |
| Jan 2026 | 0 | 8 |
| Feb 2026 | 0 | 4 |
| Mar 2026 | 0 | 7 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 3 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 5 |
| Sep 2026 | 0 | 5 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
STILLWELL KENNETHCOO, CFO
|
GrantStock Options · Derivative | 110,000 | $0.00 Strike: $52.47 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 697 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
STILLWELL KENNETHCOO, CFO
|
Tax withholdingCommon stock | 170 | $54.73 | $9,304.10 |
DisclosureSEC 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 |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionCommon stock | 697 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:36 UTC |
STILLWELL KENNETHCOO, CFO
|
Tax withholdingCommon stock | 141 | $50.26 | $7,086.66 |
DisclosureSEC 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. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:36 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionCommon stock | 577 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:28 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon stock | 13 | $50.26 | $653.38 |
DisclosureSEC 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. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:28 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon stock | 53 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:21 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionCommon stock | 231 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
JONES RICHARD HDirector
|
OtherCommon stock | 75,000 | $49.54 | $3,715,500.00 |
DisclosureSEC 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. Read SEC document |
| May 24, 2022 Filed Jun 2, 2022 00:55 UTC |
JONES RICHARD HDirector
|
OtherCommon stock | 1,215 | $47.16 | $57,299.40 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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.