Tapewire

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
March 03, 2026 Filed Mar 5, 2026 21:26 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 1,961 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000006 · wk-form4_1772745985.xml · derivative · entry 7

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,961

Underlying: Common stock · 1,961 shares

Expires 2027-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F4 · derivative.exercise_date: This award represents the election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in restricted share units. This restricted stock unit award vests 100% on the Date Exercisable in Table II, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2026.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:26 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 4,469 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000006 · wk-form4_1772745985.xml · derivative · entry 6

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,469

Underlying: Common stock · 4,469 shares

Expires 2030-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:26 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
GrantStock Option · Derivative 11,390 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001353196-26-000006 · wk-form4_1772745985.xml · derivative · entry 5

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,390

Underlying: Common stock · 11,390 shares

Expires 2036-03-03

F2 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:24 UTC
Trefler LeonChief of Clients and Markets
GrantRestricted Stock Units · Derivative 22,342 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · derivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,342

Underlying: Common stock · 22,342 shares

Expires 2030-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:24 UTC
Trefler LeonChief of Clients and Markets
GrantStock Option · Derivative 56,948 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · derivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,948

Underlying: Common stock · 56,948 shares

Expires 2036-03-03

F2 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC GrantRestricted Stock Units · Derivative 6,469 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000012 · wk-form4_1772745802.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,469

Underlying: Common stock · 6,469 shares

Expires 2027-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F4 · derivative.exercise_date: This award represents the election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in restricted share units. This restricted stock unit award vests 100% on the Date Exercisable in Table II, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2026.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC GrantRestricted Stock Units · Derivative 44,683 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000012 · wk-form4_1772745802.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,683

Underlying: Common stock · 44,683 shares

Expires 2030-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC GrantStock Option · Derivative 113,896 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001680115-26-000012 · wk-form4_1772745802.xml · derivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,896

Underlying: Common stock · 113,896 shares

Expires 2036-03-03

F2 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC
Higgins John GerardChief, Client &Partner Success
GrantRestricted Stock Units · Derivative 3,382 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000006 · wk-form4_1772745831.xml · derivative · entry 7

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,382

Underlying: Common stock · 3,382 shares

Expires 2027-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F4 · derivative.exercise_date: This award represents the election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in restricted share units. This restricted stock unit award vests 100% on the Date Exercisable in Table II, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2026.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC
Higgins John GerardChief, Client &Partner Success
GrantRestricted Stock Units · Derivative 22,342 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000006 · wk-form4_1772745831.xml · derivative · entry 6

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,342

Underlying: Common stock · 22,342 shares

Expires 2030-03-03

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:23 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Option · Derivative 56,948 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001915414-26-000006 · wk-form4_1772745831.xml · derivative · entry 5

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,948

Underlying: Common stock · 56,948 shares

Expires 2036-03-03

F2 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:22 UTC
Akgonul Rifat KerimChief Product Officer
GrantRestricted Stock Units · Derivative 4,901 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000008 · wk-form4_1772745761.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,901

Underlying: Common stock · 4,901 shares

Expires 2027-03-03

F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F4 · derivative.exercise_date: This award represents the election by the individual, as part of the Company's Corporate Incentive Compensation Plan (CICP), to receive half of their annual bonus in restricted share units. This restricted stock unit award vests 100% on the Date Exercisable in Table II, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2026.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:22 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Option · Derivative 56,948 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001855325-26-000008 · wk-form4_1772745761.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,948

Underlying: Common stock · 56,948 shares

Expires 2036-03-03

F3 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:22 UTC
Akgonul Rifat KerimChief Product Officer
GrantRestricted Stock Units · Derivative 22,342 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000008 · wk-form4_1772745761.xml · derivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,342

Underlying: Common stock · 22,342 shares

Expires 2030-03-03

F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.

Read SEC document
March 03, 2026 Filed Mar 5, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GrantStock Option · Derivative 455,581 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001032235-26-000009 · wk-form4_1772745674.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 455,581

Underlying: Common stock · 455,581 shares

Expires 2036-03-03

F1 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 462 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · derivative · entry 7

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 462 shares

Expires 2026-03-02

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.

F2 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 7,000 $43.84 $306,904.50
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,962

F1 · price: Represents the weighted average of sale prices, ranging from $43.84 to $43.86. 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
March 02, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 161 $43.73 $7,040.53
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · nonDerivative · entry 4

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,962

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 462 $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · nonDerivative · entry 3

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,123

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
March 02, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 106 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · derivative · entry 6

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 106 shares

Expires 2026-03-02

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Tax withholdingCommon stock 32 $43.73 $1,399.36
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · nonDerivative · entry 4

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,250

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionCommon stock 106 $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · nonDerivative · entry 3

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,282

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
March 02, 2026 Filed Mar 3, 2026 21:12 UTC Exercise / conversionRestricted Stock Units · Derivative 1,152 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 1,152 shares

Expires 2026-03-02

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.

F2 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:12 UTC SaleCommon stock 1,000 $43.37 $43,370.00
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 134,516

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 12, 2025 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:12 UTC Tax withholdingCommon stock 281 $43.73 $12,288.13
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,516

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:12 UTC Exercise / conversionCommon stock 1,152 $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,797

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
March 02, 2026 Filed Mar 3, 2026 21:07 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 2,498 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,498 shares

Expires 2026-03-02

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:07 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
Tax withholdingCommon stock 814 $43.73 $35,596.22
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,321,466

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:07 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
Exercise / conversionCommon stock 2,498 $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,322,280

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
March 02, 2026 Filed Mar 3, 2026 21:08 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 384 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · derivative · entry 6

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 384 shares

Expires 2026-03-02

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:08 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 94 $43.73 $4,110.62
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 4

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,509

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:08 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 384 $0.00 $0.00
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 3

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,603

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
March 01, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,174 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · derivative · entry 6

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,702

Underlying: Common stock · 1,174 shares

Expires 2027-03-01

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.

F2 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Tax withholdingCommon stock 407 $43.73 $17,798.11
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · nonDerivative · entry 2

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,661

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:14 UTC
Akgonul Rifat KerimChief Product Officer
Exercise / conversionCommon stock 1,174 $0.00 $0.00
Disclosure

SEC source: 0001855325-26-000006 · wk-form4_1772572455.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,068

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
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 184 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · derivative · entry 11

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 738

Underlying: Common stock · 184 shares

Expires 2027-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

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March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 184 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · derivative · entry 10

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 184 shares

Expires 2026-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 184 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · derivative · entry 9

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,476

Underlying: Common stock · 184 shares

Expires 2028-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 920 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · derivative · entry 8

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 920 shares

Expires 2026-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · derivative.exercise_date: 5% of the restricted stock units vested on the Date Exercisable in Table II, with the remaining 95% vesting in equal quarterly installments over the following five years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 1,028 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · derivative · entry 7

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,114

Underlying: Common stock · 1,028 shares

Expires 2027-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 1,397 $43.73 $61,090.81
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 6

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,332

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 184 $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 5

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,729

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.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 184 $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 4

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,545

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
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 184 $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 3

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,361

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
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 920 $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 2

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,177

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
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 1,028 $0.00 $0.00
Disclosure

SEC source: 0001915414-26-000004 · wk-form4_1772572418.xml · nonDerivative · entry 1

Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,257

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
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 206 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · derivative · entry 5

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 822

Underlying: Common stock · 206 shares

Expires 2027-03-01

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.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Tax withholdingCommon stock 62 $43.73 $2,711.26
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · nonDerivative · entry 2

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,176

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:13 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionCommon stock 206 $0.00 $0.00
Disclosure

SEC source: 0001353196-26-000004 · wk-form4_1772572379.xml · nonDerivative · entry 1

KOUNINIS EFSTATHIOS A · CIK 0001353196 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,238

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
March 01, 2026 Filed Mar 3, 2026 21:12 UTC Exercise / conversionRestricted Stock Units · Derivative 2,350 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,404

Underlying: Common stock · 2,350 shares

Expires 2027-03-01

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.

F2 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F3 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document

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