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Nasdaq · USD

PEGA

PEGASYSTEMS INC

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309
SEC CIK
0001013857
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1,092

Last 12 months

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

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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 08, 2021 Filed Mar 9, 2021 21:29 UTC
PYLE MICHAEL RSenior VP, Engineering
Tax withholdingCommon stock 92 $121.08 $11,139.36
Disclosure

SEC source: 0001013857-21-000068 · wf-form4_161532534018840.xml · nonDerivative · entry 2

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,462

Read SEC document
March 08, 2021 Filed Mar 9, 2021 21:29 UTC
PYLE MICHAEL RSenior VP, Engineering
Exercise / conversionCommon stock 312 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000068 · wf-form4_161532534018840.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,554

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 6, 2021, with a release date on March 8, 2021, the first business day following the 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
March 08, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 98 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,171

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.

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 March 6, 2021, with a release date of March 8, 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 amounts over the remaining four years.

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

Read SEC document
March 08, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 24 $121.08 $2,905.92
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,697

Read SEC document
March 08, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 98 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,721

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 March 6, 2021, with a release date of March 8, 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 amounts over the remaining four years.

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:49 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 603 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · derivative · entry 9

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 603 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.

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

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:49 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 362 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · derivative · entry 7

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,899

Underlying: Common stock · 362 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 · kind: Represents a 5% vesting on March 5, 2021. The original grant was 7,246 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, shares of common stock are not subject to expiration.

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:49 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon stock 603 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 5

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,458

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 March 9, 2021. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:49 UTC
Trefler LeonSVP, Global Customer Success
Tax withholdingCommon stock 161 $118.46 $19,072.06
Disclosure

SEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,638

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:49 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon stock 362 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,799

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 5, 2021. The original grant was 7,246 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
March 05, 2021 Filed Mar 9, 2021 21:33 UTC Exercise / conversionRestricted Stock Units · Derivative 426 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 12

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,410

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.

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 5, 2021. 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.

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

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:33 UTC Tax withholdingCommon stock 189 $118.46 $22,388.94
Disclosure

SEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,730

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:33 UTC Exercise / conversionCommon stock 426 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,919

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 5, 2021. 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
March 05, 2021 Filed Mar 9, 2021 21:26 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 362 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000066 · wf-form4_161532516280505.xml · derivative · entry 7

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,899

Underlying: Common stock · 362 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 5, 2021. The original grant was 7,246 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, shares of common stock are not subject to expiration.

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:26 UTC
KRA DOUGLAS ISVP, Global Customer Success
Tax withholdingCommon stock 158 $118.46 $18,716.68
Disclosure

SEC source: 0001013857-21-000066 · wf-form4_161532516280505.xml · nonDerivative · entry 2

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,110

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:26 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionCommon stock 362 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000066 · wf-form4_161532516280505.xml · nonDerivative · entry 1

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,268

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 5, 2021. The original grant was 7,246 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
March 05, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 128 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,024

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.

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 5, 2021. 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.

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

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 32 $118.46 $3,790.72
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,623

Read SEC document
March 05, 2021 Filed Mar 9, 2021 21:19 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 128 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,655

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 5, 2021. 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
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 307 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,226

Underlying: Common stock · 307 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 20% vesting on March 3, 2021. The original grant was 1,533 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 642 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 642 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 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 75 $130.45 $9,783.75
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,527

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 307 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,602

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 20% vesting on March 3, 2021. The original grant was 1,533 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon stock 157 $130.45 $20,480.65
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,295

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon stock 642 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,452

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 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs.

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:50 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 947 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000054 · wf-form4_161489818935857.xml · derivative · entry 6

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,790

Underlying: Common stock · 947 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 20% vesting on March 3, 2021. The original grant was 4,737 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:50 UTC
KRA DOUGLAS ISVP, Global Customer Success
Tax withholdingCommon stock 413 $130.45 $53,875.85
Disclosure

SEC source: 0001013857-21-000054 · wf-form4_161489818935857.xml · nonDerivative · entry 4

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,906

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:50 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionCommon stock 947 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000054 · wf-form4_161489818935857.xml · nonDerivative · entry 3

KRA DOUGLAS I · CIK 0001237268 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,319

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 20% vesting on March 3, 2021. The original grant was 4,737 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Exercise / conversionRestricted Stock Units · Derivative 1,113 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 9

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,228

Underlying: Common stock · 1,113 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 one-third vesting on March 3, 2021. The original grant was 3,341 restricted stock units. The remaining two-thirds will vest in equal installments on March 3, 2022 and March 3, 2023.

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Exercise / conversionRestricted Stock Units · Derivative 1,571 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 8

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,571 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 3, 2021. The original grant was 1,571 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs.

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Tax withholdingCommon stock 327 $130.45 $42,657.15
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 4

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,242

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

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Exercise / conversionCommon stock 1,113 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 3

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,569

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.

F2 · shares: Represents a one-third vesting on March 3, 2021. The original grant was 3,341 restricted stock units. The remaining two-thirds will vest in equal installments on March 3, 2022 and March 3, 2023.

Read SEC document
March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Tax withholdingCommon stock 484 $130.45 $63,137.80
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 2

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,456

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March 03, 2021 Filed Mar 4, 2021 22:47 UTC
PYLE MICHAEL RSenior VP, Engineering
Exercise / conversionCommon stock 1,571 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 1

PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,940

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 3, 2021. The original grant was 1,571 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs.

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March 03, 2021 Filed Mar 4, 2021 22:37 UTC Exercise / conversionRestricted Stock Units · Derivative 2,107 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 11

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,107 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 100% vesting on March 3, 2021. The original grant was 2,107 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

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

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March 03, 2021 Filed Mar 4, 2021 22:37 UTC Tax withholdingCommon stock 1,236 $130.45 $161,236.20
Disclosure

SEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,493

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

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March 03, 2021 Filed Mar 4, 2021 22:37 UTC Exercise / conversionCommon stock 2,786 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,729

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 20% vesting on March 3, 2021. The original grant was 13,931 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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March 03, 2021 Filed Mar 4, 2021 22:37 UTC Tax withholdingCommon stock 935 $130.45 $121,970.75
Disclosure

SEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,943

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March 03, 2021 Filed Mar 4, 2021 22:37 UTC Exercise / conversionCommon stock 2,107 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,878

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 3, 2021. The original grant was 2,107 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 1,337 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 11

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,350

Underlying: Common stock · 1,337 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 the issuer's of common stock.

F3 · shares: Represents 20% vesting on March 3, 2021. The original grant was 6,687 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionRestricted Stock Units · Derivative 1,195 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 10

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,195 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 the issuer's of common stock.

F2 · shares: Represents 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs.

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

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Tax withholdingCommon stock 489 $130.45 $63,790.05
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 6

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,437

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

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon stock 1,337 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 5

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,926

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 20% vesting on March 3, 2021. The original grant was 6,687 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Tax withholdingCommon stock 530 $130.45 $69,138.50
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 4

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,589

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March 03, 2021 Filed Mar 4, 2021 22:30 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon stock 1,195 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,119

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 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs.

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March 03, 2021 Filed Mar 4, 2021 22:35 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 5,572 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000046 · wf-form4_161489730500103.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,290

Underlying: Common stock · 5,572 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 20% vesting on March 3, 2021. The original grant was 27,862 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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

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March 03, 2021 Filed Mar 4, 2021 22:35 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 1,651 $130.45 $215,372.95
Disclosure

SEC source: 0001013857-21-000046 · wf-form4_161489730500103.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,797,438

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

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March 03, 2021 Filed Mar 4, 2021 22:35 UTC
TREFLER ALANC.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 5,572 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000046 · wf-form4_161489730500103.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,799,089

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 20% vesting on March 3, 2021. The original grant was 27,862 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years.

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March 02, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantStock Options · Derivative 3,615 $0.00 Strike: $130.45 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,615

Underlying: Common stock · 3,615 shares

Expires 2031-03-02

F9 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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March 02, 2021 Filed Mar 4, 2021 22:57 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
GrantRestricted Stock Units · Derivative 1,057 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,057

Underlying: Common stock · 1,057 shares

Expires not disclosed

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

F8 · shares: RSUs will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

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