Tapewire

Nasdaq · USD

PEGA

PEGASYSTEMS INC

Export transactions ↓
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

JSON API
Reset

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
December 02, 2020 Filed Dec 3, 2020 22:29 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionRestricted Stock Unit · Derivative 370 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-061547 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,847

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.

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 December 2, 2020. 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.

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

Read SEC document
December 02, 2020 Filed Dec 3, 2020 22:29 UTC
KRA DOUGLAS ISVP, Global Customer Success
Tax withholdingCommon Stock 162 $129.97 $21,055.14
Disclosure

SEC source: 0001209191-20-061547 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,463

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

Read SEC document
December 02, 2020 Filed Dec 3, 2020 22:29 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionCommon Stock 370 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-061547 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,625

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 December 2, 2020. 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
December 02, 2020 Filed Dec 3, 2020 22:18 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Unit · Derivative 170 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-061538 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 853

Underlying: Common Stock · 170 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 December 2, 2020. 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.

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

Read SEC document
December 02, 2020 Filed Dec 3, 2020 22:18 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon Stock 76 $129.97 $9,877.72
Disclosure

SEC source: 0001209191-20-061538 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 585

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

Read SEC document
December 02, 2020 Filed Dec 3, 2020 22:18 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon Stock 170 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-061538 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 661

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 December 2, 2020. 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
December 01, 2020 Filed Dec 3, 2020 22:53 UTC SaleCommon Stock 1,000 $130.63 $130,630.00
Disclosure

SEC source: 0001209191-20-061581 · doc4.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,708

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

Read SEC document
November 23, 2020 Filed Nov 25, 2020 22:26 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionStock Options · Derivative 956 $0.00 Strike: $25.20 $0.00
Disclosure

SEC source: 0001209191-20-060566 · doc4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,912

Underlying: Common Stock · 956 shares

Expires 2026-03-09

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

F3 · derivative.exercise_date: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years.

Read SEC document
November 23, 2020 Filed Nov 25, 2020 22:26 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
SaleCommon Stock 442 $131.00 $57,902.00
Disclosure

SEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 491

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

Read SEC document
November 23, 2020 Filed Nov 25, 2020 22:26 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon Stock 514 $131.00 $67,334.00
Disclosure

SEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 933

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

Read SEC document
November 23, 2020 Filed Nov 25, 2020 22:26 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon Stock 956 $25.20 $24,091.20
Disclosure

SEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,447

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 20, 2020 Filed Feb 12, 2021 21:42 UTC GiftCommon stock 2,800 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 6

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 431,391

F4 · shares: Gift made to a charitable organization.

Read SEC document
November 17, 2020 Filed Nov 19, 2020 21:35 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionStock Options · Derivative 30,365 $0.00 Strike: $20.49 $0.00
Disclosure

SEC source: 0001209191-20-059399 · doc4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 30,365 shares

Expires 2025-03-02

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 · derivative.exercise_date: Options vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
November 17, 2020 Filed Nov 19, 2020 21:35 UTC
KRA DOUGLAS ISVP, Global Customer Success
SaleCommon Stock 14,102 $123.50 $1,741,597.00
Disclosure

SEC source: 0001209191-20-059399 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,255

F2 · price: Represents the weighted average of the sale prices on November 17, 2020, ranging from $123.42 to $123.92. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
November 17, 2020 Filed Nov 19, 2020 21:35 UTC
KRA DOUGLAS ISVP, Global Customer Success
Tax withholdingCommon Stock 16,263 $123.86 $2,014,335.18
Disclosure

SEC source: 0001209191-20-059399 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,357

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

Read SEC document
November 17, 2020 Filed Nov 19, 2020 21:35 UTC
KRA DOUGLAS ISVP, Global Customer Success
Exercise / conversionCommon Stock 30,365 $20.49 $622,178.85
Disclosure

SEC source: 0001209191-20-059399 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,620

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 17, 2020 Filed Nov 19, 2020 21:30 UTC SaleCommon Stock 984 $124.00 $122,016.00
Disclosure

SEC source: 0001209191-20-059389 · doc4.xml · nonDerivative · entry 4

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Jones Family Foundation

Disclosed balance after: 47,590

F1 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest.

Read SEC document
November 12, 2020 Filed Nov 16, 2020 21:30 UTC SaleCommon Stock 4,016 $124.00 $497,984.00
Disclosure

SEC source: 0001209191-20-058468 · doc4.xml · nonDerivative · entry 4

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Jones Family Foundation

Disclosed balance after: 48,574

F1 · price: Represents the weighted average of sale prices on November 12, 2020, ranging from $124.00 to $124.11. The Individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest.

Read SEC document
November 11, 2020 Filed Feb 12, 2021 21:35 UTC
GYENES PETERDirector
GiftCommon stock 25,000 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000016 · wf-form5_161316569991621.xml · nonDerivative · entry 3

GYENES PETER · CIK 0001184792 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Deborah Gyenes Revocable Living Trust

Disclosed balance after: 25,000

Read SEC document
November 11, 2020 Filed Feb 12, 2021 21:35 UTC
GYENES PETERDirector
GiftCommon stock 25,000 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000016 · wf-form5_161316569991621.xml · nonDerivative · entry 2

GYENES PETER · CIK 0001184792 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,105

F2 · shares: Gift made to the Deborah Gyenes Revocable Living Trust.

Read SEC document
November 03, 2020 Filed Nov 4, 2020 22:01 UTC Exercise / conversionRestricted Stock Units · Derivative 318 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056913 · doc4.xml · derivative · entry 3

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,038

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, 2020. The original grant was 6,356 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025.

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

Read SEC document
November 03, 2020 Filed Nov 4, 2020 22:01 UTC Tax withholdingCommon Stock 89 $113.40 $10,092.60
Disclosure

SEC source: 0001209191-20-056913 · doc4.xml · nonDerivative · entry 2

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,095

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, 2020 Filed Nov 4, 2020 22:01 UTC Exercise / conversionCommon Stock 318 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056913 · doc4.xml · nonDerivative · entry 1

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,184

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, 2020. The original grant was 6,356 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:10 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionStock Options · Derivative 1,300 $0.00 Strike: $11.05 $0.00
Disclosure

SEC source: 0001209191-20-056935 · doc4.xml · derivative · entry 4

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,665

Underlying: Common Stock · 1,300 shares

Expires 2022-12-12

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 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:10 UTC
Trefler LeonSVP, Global Customer Success
SaleCommon Stock 654 $116.17 $75,975.18
Disclosure

SEC source: 0001209191-20-056935 · doc4.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,936

F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

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

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:10 UTC
Trefler LeonSVP, Global Customer Success
Tax withholdingCommon Stock 646 $115.99 $74,929.54
Disclosure

SEC source: 0001209191-20-056935 · doc4.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,590

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

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:10 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon Stock 1,300 $11.05 $14,365.00
Disclosure

SEC source: 0001209191-20-056935 · doc4.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,236

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.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Exercise / conversionStock Options · Derivative 10,576 $0.00 Strike: $27.74 $0.00
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,728

Underlying: Common Stock · 10,576 shares

Expires 2026-08-01

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.

F8 · shares: Options vested 20% on August 1, 2017, with the remaining 80% vesting in equal quarterly amounts.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Exercise / conversionRestricted Stock Units · Derivative 2,187 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,560

Underlying: Common Stock · 2,187 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 the 5% quarterly vesting on November 1, 2020, with a release date of November 2, 2020, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

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

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Tax withholdingCommon Stock 970 $115.88 $112,403.60
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,708

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

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Exercise / conversionCommon Stock 2,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,678

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 the 5% quarterly vesting on November 1, 2020, with a release date of November 2, 2020, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC SaleCommon Stock 4,505 $118.15 $532,265.75
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,491

F3 · price: Represents the weighted average of sale prices, ranging from $118.02 to $118.17. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Tax withholdingCommon Stock 6,071 $118.32 $718,320.72
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,996

F2 · price: Represents the exercise price of the stock option referenced in Table II and Mr. Stillwell's tax liability, which was paid by way of the Company withholding shares of equal value.

Read SEC document
November 02, 2020 Filed Nov 4, 2020 22:04 UTC Exercise / conversionCommon Stock 10,576 $27.74 $293,378.24
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,067

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 02, 2020 Filed Nov 4, 2020 22:04 UTC SaleCommon Stock 1,000 $115.99 $115,990.00
Disclosure

SEC source: 0001209191-20-056921 · doc4.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,491

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

Read SEC document
November 02, 2020 Filed Feb 12, 2021 21:35 UTC
GYENES PETERDirector
GiftCommon stock 4,194 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000016 · wf-form5_161316569991621.xml · nonDerivative · entry 1

GYENES PETER · CIK 0001184792 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,105

F1 · shares: Donation made to charitable organization.

Read SEC document
October 02, 2020 Filed Feb 12, 2021 21:42 UTC GiftCommon stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 5

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 434,191

F4 · shares: Gift made to a charitable organization.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:43 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionStock Options · Derivative 1,300 $0.00 Strike: $11.05 $0.00
Disclosure

SEC source: 0001209191-20-053662 · doc4.xml · derivative · entry 4

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,965

Underlying: Common Stock · 1,300 shares

Expires 2022-12-12

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 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:43 UTC
Trefler LeonSVP, Global Customer Success
SaleCommon Stock 658 $122.43 $80,558.94
Disclosure

SEC source: 0001209191-20-053662 · doc4.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,936

F2 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of the sale prices, ranging from $122.39 to $122.45. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:43 UTC
Trefler LeonSVP, Global Customer Success
Tax withholdingCommon Stock 642 $122.50 $78,645.00
Disclosure

SEC source: 0001209191-20-053662 · doc4.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,594

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:43 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionCommon Stock 1,300 $11.05 $14,365.00
Disclosure

SEC source: 0001209191-20-053662 · doc4.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,236

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.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:37 UTC SaleCommon Stock 481 $123.87 $59,581.47
Disclosure

SEC source: 0001209191-20-053644 · doc4.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,491

F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of the sale prices, ranging from $123.47 to $124.38. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:37 UTC SaleCommon Stock 519 $122.62 $63,639.78
Disclosure

SEC source: 0001209191-20-053644 · doc4.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · CFO, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,972

F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of the sale prices, ranging from $122.33 to $122.74. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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, 2020 Filed Oct 5, 2020 20:33 UTC Exercise / conversionRestricted Stock Units · Derivative 1,471 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-053623 · doc4.xml · derivative · entry 3

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,933

Underlying: Common Stock · 1,471 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 October 1, 2020. The original grant was 29,404 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025.

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:33 UTC Tax withholdingCommon Stock 410 $121.04 $49,626.40
Disclosure

SEC source: 0001209191-20-053623 · doc4.xml · nonDerivative · entry 2

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,866

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, 2020 Filed Oct 5, 2020 20:33 UTC Exercise / conversionCommon Stock 1,471 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-053623 · doc4.xml · nonDerivative · entry 1

Stafford Hayden · CIK 0001814045 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,276

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, 2020. The original grant was 29,404 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025.

Read SEC document
September 14, 2020 Filed Sep 15, 2020 20:22 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionRestricted Stock Unit · Derivative 92 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-050465 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 372

Underlying: Common Stock · 92 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 September 12, 2020, with a release date of September 14, 2020, 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, shares of common stock are not subject to expiration.

Read SEC document
September 14, 2020 Filed Sep 15, 2020 20:22 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Tax withholdingCommon Stock 41 $119.66 $4,906.06
Disclosure

SEC source: 0001209191-20-050465 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 491

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

Read SEC document
September 14, 2020 Filed Sep 15, 2020 20:22 UTC
KOUNINIS EFSTATHIOS AVP of Finance & CAO
Exercise / conversionCommon Stock 92 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-050465 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 532

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

F1 · shares: Represents a 5% vesting on September 12, 2020, with a release date of September 14, 2020, 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 09, 2020 Filed Sep 10, 2020 20:44 UTC
Trefler LeonSVP, Global Customer Success
Exercise / conversionRestricted Stock Unit · Derivative 603 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-049989 · doc4.xml · derivative · entry 9

Trefler Leon · CIK 0001480560 · SVP, Global Customer Success

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,205

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.

F3 · derivative.exercise_date: Represents a 5% vesting on September 9, 2020. 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.

F6 · derivative.expiration_date: Once vested, 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.