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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
March 03, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 335 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 15

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,012

Underlying: Common stock · 335 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F4 · shares: Represents a 5% vesting on March 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.

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

Read SEC document
March 03, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 99 $85.99 $8,513.01
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 8

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,930

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

Read SEC document
March 03, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 335 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,029

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

F4 · shares: Represents a 5% vesting on March 3, 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
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 769 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 10

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,074

Underlying: Common stock · 769 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 20% vesting on March 2, 2022. The original grant was 3,843 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 370 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 9

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 370 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 March 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 226 $85.40 $19,300.40
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,824

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 769 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,050

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 20% vesting on March 2, 2022. The original grant was 3,843 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 109 $85.40 $9,308.60
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,281

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:06 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 370 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,390

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

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 4,995 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,981

Underlying: Common stock · 4,995 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 24,976 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 2,235 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,235 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 2,235 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 1,505 $85.40 $128,527.00
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,798,166

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 4,995 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,799,671

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 20% vesting on March 2, 2022. The original grant was 24,976 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 656 $85.40 $56,022.40
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,794,676

Read SEC document
March 02, 2022 Filed Mar 4, 2022 00:02 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 2,235 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,795,332

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

F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 2,235 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionRestricted Stock Units · Derivative 768 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · derivative · entry 10

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,536

Underlying: Common stock · 768 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 one-third vesting on March 2, 2022. The original grant was 2,304 restricted stock units. The remaining two-thirds will vest in equal installments on March 2, 2023 and March 2, 2024.

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

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionRestricted Stock Units · Derivative 1,084 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.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 · 1,084 shares

Expires not disclosed

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

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

F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 1,084 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Tax withholdingCommon stock 221 $85.40 $18,873.40
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · nonDerivative · entry 4

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,665

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionCommon stock 768 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · nonDerivative · entry 3

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,886

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 one-third vesting on March 2, 2022. The original grant was 2,304 restricted stock units. The remaining two-thirds will vest in equal installments on March 2, 2023 and March 2, 2024.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Tax withholdingCommon stock 371 $85.40 $31,683.40
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · nonDerivative · entry 2

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,118

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:58 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionCommon stock 1,084 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,489

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

F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 1,084 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 211 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 846

Underlying: Common stock · 211 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 1,057 restricted stock units, 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
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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.

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · shares: Represents 100% vesting on March 2, 2022. The original grant was 461 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 171 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 171 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, 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
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 63 $85.40 $5,380.20
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,563

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 211 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,626

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 20% vesting on March 2, 2022. The original grant was 1,057 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 137 $85.40 $11,699.80
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,415

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 461 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,552

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 100% vesting on March 2, 2022. The original grant was 461 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 51 $85.40 $4,355.40
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,091

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:49 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 171 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,142

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

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionRestricted Stock Units · Derivative 2,305 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 14

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,222

Underlying: Common stock · 2,305 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 11,527 restricted stock units, 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
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionRestricted Stock Units · Derivative 1,454 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 13

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,454 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · shares: Represents 100% vesting on March 2, 2022. The original grant was 1,454 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionRestricted Stock Units · Derivative 143 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 12

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 143 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 2,841 restricted stock units, with 20% vesting on March 2, 2018, 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
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Tax withholdingCommon stock 603 $85.40 $51,496.20
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,782

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionCommon stock 2,305 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,385

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 20% vesting on March 2, 2022. The original grant was 11,527 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Tax withholdingCommon stock 355 $85.40 $30,317.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,080

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionCommon stock 1,454 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,435

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 100% vesting on March 2, 2022. The original grant was 1,454 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Tax withholdingCommon stock 35 $85.40 $2,989.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,981

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:42 UTC Exercise / conversionCommon stock 143 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,016

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

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 2,841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 922 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 14

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,689

Underlying: Common stock · 922 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 4,611 restricted stock units, 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
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 13

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,125 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · shares: Represents 100% vesting on March 2, 2022. The original grant was 1,125 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 370 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 12

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 370 shares

Expires not disclosed

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

F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, 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
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 267 $85.40 $22,801.80
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,694

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 922 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,961

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 20% vesting on March 2, 2022. The original grant was 4,611 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 380 $85.40 $32,452.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,039

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,125 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,419

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 100% vesting on March 2, 2022. The original grant was 1,125 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs.

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 109 $85.40 $9,308.60
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,294

Read SEC document
March 02, 2022 Filed Mar 3, 2022 23:37 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 370 $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,403

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

F1 · shares: Represents a 5% vesting on March 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 02, 2022 Filed Mar 4, 2022 22:03 UTC Exercise / conversionRestricted Stock Units · Derivative 384 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · derivative · entry 6

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,538

Underlying: Common stock · 384 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.

F2 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with 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
March 02, 2022 Filed Mar 4, 2022 22:03 UTC Exercise / conversionRestricted Stock Units · Derivative 971 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · derivative · entry 5

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 971 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 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs.

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

Read SEC document

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