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Nasdaq · USD

PEGA

PEGASYSTEMS INC

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Tapewire entity
309
SEC CIK
0001013857
Parsed reports
1,092

Last 12 months

Inside the activity.

0 purchase rows · 51 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202509
Jan 202608
Feb 202604
Mar 202607
Apr 202601
May 202603
Jun 202603
Jul 202600
Aug 202605
Sep 202605
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 04, 2021 Filed Nov 8, 2021 21:38 UTC Exercise / conversionCommon stock 1,373 $58.95 $80,938.35
Disclosure

SEC source: 0001013857-21-000251 · wf-form4_163640751996074.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,379

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

Read SEC document
November 04, 2021 Filed Nov 8, 2021 21:38 UTC Tax withholdingCommon stock 289 $120.99 $34,966.11
Disclosure

SEC source: 0001013857-21-000251 · wf-form4_163640751996074.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,006

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

Read SEC document
November 04, 2021 Filed Nov 8, 2021 21:38 UTC Exercise / conversionCommon stock 469 $44.30 $20,776.70
Disclosure

SEC source: 0001013857-21-000251 · wf-form4_163640751996074.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,295

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

Read SEC document
November 03, 2021 Filed Nov 5, 2021 20:45 UTC Exercise / conversionRestricted Stock Units · Derivative 318 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · derivative · entry 3

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,766

Underlying: Common stock · 318 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 November 3, 2021. The original grant was 6,356 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025.

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

Read SEC document
November 03, 2021 Filed Nov 5, 2021 20:45 UTC Tax withholdingCommon stock 137 $122.58 $16,793.46
Disclosure

SEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · nonDerivative · entry 2

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,885

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

Read SEC document
November 03, 2021 Filed Nov 5, 2021 20:45 UTC Exercise / conversionCommon stock 318 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · nonDerivative · entry 1

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,022

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 November 3, 2021. The original grant was 6,356 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025.

Read SEC document
November 01, 2021 Filed Nov 2, 2021 21:13 UTC SaleCommon stock 1,000 $118.66 $118,660.00
Disclosure

SEC source: 0001013857-21-000247 · wf-form4_163588754713922.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,826

F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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

Read SEC document
November 01, 2021 Filed Nov 2, 2021 20:55 UTC
PYLE MICHAEL RChief Technology Strategist
SaleCommon stock 1,000 $118.66 $118,660.00
Disclosure

SEC source: 0001013857-21-000245 · wf-form4_163588647339146.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,185

F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:39 UTC Exercise / conversionRestricted Stock Units · Derivative 1,470 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · derivative · entry 3

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,050

Underlying: Common stock · 1,470 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 · derivative.exercise_date: Represents a 5% vesting on October 1, 2021. The original grant was 29,404 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025.

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:39 UTC Tax withholdingCommon stock 630 $127.10 $80,073.00
Disclosure

SEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · nonDerivative · entry 2

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,704

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:39 UTC Exercise / conversionCommon stock 1,470 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · nonDerivative · entry 1

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,334

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 October 1, 2021. The original grant was 29,404 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:31 UTC SaleCommon stock 290 $128.58 $37,288.20
Disclosure

SEC source: 0001013857-21-000229 · wf-form4_163346582504525.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,826

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

F4 · price: Represents the weighted average of sale prices, ranging from $128.22 to $128.80. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:31 UTC SaleCommon stock 510 $127.50 $65,025.00
Disclosure

SEC source: 0001013857-21-000229 · wf-form4_163346582504525.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,116

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

F3 · price: Represents the weighted average of sale prices, ranging from $127.18 to $128.13. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:31 UTC SaleCommon stock 200 $125.48 $25,096.00
Disclosure

SEC source: 0001013857-21-000229 · wf-form4_163346582504525.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,626

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

F2 · price: Represents the weighted average of sale prices, ranging from $125.27 to $125.68. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:24 UTC
PYLE MICHAEL RChief Technology Strategist
SaleCommon stock 300 $128.54 $38,562.00
Disclosure

SEC source: 0001013857-21-000227 · wf-form4_163346544931133.xml · nonDerivative · entry 3

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,185

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

F4 · price: Represents the weighted average of sale prices, ranging from $128.22 to $128.70. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:24 UTC
PYLE MICHAEL RChief Technology Strategist
SaleCommon stock 500 $127.49 $63,745.00
Disclosure

SEC source: 0001013857-21-000227 · wf-form4_163346544931133.xml · nonDerivative · entry 2

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,485

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

F3 · price: Represents the weighted average of sale prices, ranging from $127.18 to $128.13. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:24 UTC
PYLE MICHAEL RChief Technology Strategist
SaleCommon stock 200 $125.41 $25,082.00
Disclosure

SEC source: 0001013857-21-000227 · wf-form4_163346544931133.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,985

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

F2 · price: Represents the weighted average of sale prices, ranging from $125.27 to $125.55. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 16, 2021 Filed Sep 20, 2021 20:31 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
SaleCommon stock 500 $132.50 $66,250.00
Disclosure

SEC source: 0001013857-21-000225 · wf-form4_163216986030744.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,365

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

Read SEC document
September 13, 2021 Filed Sep 13, 2021 21:05 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 93 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000222 · wf-form4_163156713681213.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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.

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 September 12, 2021, with a release date on September 13, 2021, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and 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
September 13, 2021 Filed Sep 13, 2021 21:05 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 23 $133.31 $3,066.13
Disclosure

SEC source: 0001013857-21-000222 · wf-form4_163156713681213.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,865

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

Read SEC document
September 13, 2021 Filed Sep 13, 2021 21:05 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 93 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000222 · wf-form4_163156713681213.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,888

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

F1 · shares: Represents a 5% vesting on September 12, 2021, with a release date on September 13, 2021, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:53 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 1,951 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000220 · wf-form4_163122079013677.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,513

Underlying: Common stock · 1,951 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 September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 39,026 restricted stock units, with 20% vesting on March 6,2020, and 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
September 07, 2021 Filed Sep 9, 2021 20:53 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 866 $142.39 $123,309.74
Disclosure

SEC source: 0001013857-21-000220 · wf-form4_163122079013677.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,802,537

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:53 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 1,951 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000220 · wf-form4_163122079013677.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,803,403

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 September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 39,026 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
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Exercise / conversionRestricted Stock Units · Derivative 429 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · derivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,293

Underlying: Common stock · 429 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 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 8,586 restricted stock units, with 20% vesting on March 6, 2020, 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
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Exercise / conversionRestricted Stock Units · Derivative 426 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · derivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,558

Underlying: Common stock · 426 shares

Expires not disclosed

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

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, 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
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Tax withholdingCommon stock 169 $142.39 $24,063.91
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,826

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Exercise / conversionCommon stock 429 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,995

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

F2 · shares: Represents a 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 8,586 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
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Tax withholdingCommon stock 168 $142.39 $23,921.52
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,566

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:50 UTC Exercise / conversionCommon stock 426 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000218 · wf-form4_163122060863912.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,734

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 8,524 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
September 07, 2021 Filed Sep 9, 2021 20:44 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionRestricted Stock Units · Derivative 311 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000216 · wf-form4_163122027948613.xml · derivative · entry 3

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,871

Underlying: Common stock · 311 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 September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and 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
September 07, 2021 Filed Sep 9, 2021 20:44 UTC
PYLE MICHAEL RChief Technology Strategist
Tax withholdingCommon stock 92 $142.39 $13,099.88
Disclosure

SEC source: 0001013857-21-000216 · wf-form4_163122027948613.xml · nonDerivative · entry 2

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,185

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:44 UTC
PYLE MICHAEL RChief Technology Strategist
Exercise / conversionCommon stock 311 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000216 · wf-form4_163122027948613.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,277

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

F1 · shares: Represents a 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 4,681 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
September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 98 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 976

Underlying: Common stock · 98 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 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, 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.

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September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 128 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 768

Underlying: Common stock · 128 shares

Expires not disclosed

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

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, 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
September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 24 $142.39 $3,417.36
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,795

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 98 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,819

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

F2 · shares: Represents a 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 1,952 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
September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 32 $142.39 $4,556.48
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,721

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:37 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 128 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,753

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 2,558 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
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 331 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,318

Underlying: Common stock · 331 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 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. 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.

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 341 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · derivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,046

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.

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, 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.

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 147 $142.39 $20,931.33
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,268

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

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 331 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,415

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

F2 · shares: Represents a 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. 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
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 152 $142.39 $21,643.28
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,084

Read SEC document
September 07, 2021 Filed Sep 9, 2021 20:30 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 341 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000212 · wf-form4_163121942049071.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,236

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

F1 · shares: Represents a 5% vesting on September 5, 2021, with a release date of September 7, 2021, 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
September 03, 2021 Filed Sep 3, 2021 21:08 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: 0001013857-21-000210 · wf-form4_163070326657685.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,503

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.

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 September 3, 2021. 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.

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

Read SEC document
September 03, 2021 Filed Sep 3, 2021 21:08 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 618 $141.01 $87,144.18
Disclosure

SEC source: 0001013857-21-000210 · wf-form4_163070326657685.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,801,452

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

Read SEC document
September 03, 2021 Filed Sep 3, 2021 21:08 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 1,393 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000210 · wf-form4_163070326657685.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,802,070

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

F1 · shares: Represents a 5% vesting on September 3, 2021. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
September 03, 2021 Filed Sep 3, 2021 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 696 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000208 · wf-form4_163070281271829.xml · derivative · entry 9

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,752

Underlying: Common stock · 696 shares

Expires not disclosed

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

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

F5 · shares: Represents a 5% vesting on September 3, 2021. 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.

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

Read SEC document
September 03, 2021 Filed Sep 3, 2021 21:00 UTC Tax withholdingCommon stock 274 $141.01 $38,636.74
Disclosure

SEC source: 0001013857-21-000208 · wf-form4_163070281271829.xml · nonDerivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,308

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

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.