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Nasdaq · USD

PEGA

PEGASYSTEMS INC

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Tapewire entity
309
SEC CIK
0001013857
Parsed reports
1,092

Last 12 months

Inside the activity.

0 purchase rows · 51 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 01, 2026 Filed Mar 3, 2026 21:12 UTC Tax withholdingCommon stock 573 $43.73 $25,057.29
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 134,645

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:12 UTC Exercise / conversionCommon stock 2,350 $0.00 $0.00
Disclosure

SEC source: 0001680115-26-000010 · wk-form4_1772572343.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,218

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 21:08 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionRestricted Stock Units · Derivative 1,174 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · derivative · entry 5

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

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.

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.

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March 01, 2026 Filed Mar 3, 2026 21:08 UTC
Trefler LeonChief of Clients and Markets
Tax withholdingCommon stock 286 $43.73 $12,506.78
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 2

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,219

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:08 UTC
Trefler LeonChief of Clients and Markets
Exercise / conversionCommon stock 1,174 $0.00 $0.00
Disclosure

SEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,505

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
February 18, 2026 Filed Feb 19, 2026 21:25 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 17,930 $45.03 $807,387.90
Disclosure

SEC source: 0001032235-26-000005 · wk-form4_1771536313.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,319,782

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 11, 2025 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $45.00 to $45.26. 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
February 17, 2026 Filed Feb 19, 2026 21:25 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 11,742 $45.12 $529,799.04
Disclosure

SEC source: 0001032235-26-000005 · wk-form4_1771536313.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,337,712

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 11, 2025 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $45.00 to $45.37. 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
February 13, 2026 Filed Feb 17, 2026 21:04 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 7,000 $43.17 $302,155.00
Disclosure

SEC source: 0001855325-26-000004 · wk-form4_1771362276.xml · nonDerivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,894

Read SEC document
February 12, 2026 Filed Feb 17, 2026 21:06 UTC Exercise / conversionStock Options · Derivative 25,920 $0.00 Strike: $16.95 $0.00
Disclosure

SEC source: 0001680115-26-000008 · wk-form4_1771362396.xml · derivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,760

Underlying: Common stock · 25,920 shares

Expires 2032-11-02

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 · derivative.exercise_date: This stock option vests in 16 equal quarterly installments over four years beginning on the Date Exercisable in Table II.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 21:06 UTC Tax withholdingCommon stock 14,932 $39.29 $586,678.28
Disclosure

SEC source: 0001680115-26-000008 · wk-form4_1771362396.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,868

Read SEC document
February 12, 2026 Filed Feb 17, 2026 21:06 UTC Exercise / conversionCommon stock 25,920 $16.95 $439,344.00
Disclosure

SEC source: 0001680115-26-000008 · wk-form4_1771362396.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,800

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
February 10, 2026 Filed Feb 12, 2026 21:13 UTC
Higgins John GerardChief, Client &Partner Success
GrantStock Options · Derivative 84,000 $0.00 Strike: $31.05 $0.00
Disclosure

SEC source: 0001915414-26-000002 · wk-form4_1770930812.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,500

Underlying: Common stock · 84,000 shares

Expires 2034-03-05

F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 84,000 shares.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:12 UTC
Akgonul Rifat KerimChief Product Officer
GrantStock Options · Derivative 72,000 $0.00 Strike: $31.05 $0.00
Disclosure

SEC source: 0001855325-26-000002 · wk-form4_1770930773.xml · derivative · entry 1

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,000

Underlying: Common stock · 72,000 shares

Expires 2034-03-05

F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 72,000 shares.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:12 UTC GrantStock Options · Derivative 96,000 $0.00 Strike: $31.05 $0.00
Disclosure

SEC source: 0001680115-26-000006 · wk-form4_1770930746.xml · derivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,000

Underlying: Common stock · 96,000 shares

Expires 2034-03-05

F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 96,000 shares.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:11 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
GrantStock Options · Derivative 24,000 $0.00 Strike: $31.05 $0.00
Disclosure

SEC source: 0001353196-26-000002 · wk-form4_1770930705.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,088

Underlying: Common stock · 24,000 shares

Expires 2034-03-05

F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 24,000 shares.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:11 UTC
Trefler LeonChief of Clients and Markets
GrantStock Options · Derivative 84,000 $0.00 Strike: $31.05 $0.00
Disclosure

SEC source: 0001480560-26-000002 · wk-form4_1770930657.xml · derivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,500

Underlying: Common stock · 84,000 shares

Expires 2034-03-05

F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 84,000 shares.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 21:12 UTC SaleCommon stock 1,000 $43.69 $43,690.00
Disclosure

SEC source: 0001680115-26-000004 · wk-form4_1770153152.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 121,880

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 37,306 $49.73 $1,855,227.38
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,349,454

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: Represents the weighted average of sale prices, ranging from $49.17 to $50.11. 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
January 22, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 7,694 $48.75 $375,082.50
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,386,760

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: Represents the weighted average of sale prices, ranging from $48.14 to $49.10. 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
January 21, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 122 $51.35 $6,264.70
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,394,454

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 11,790 $50.79 $598,814.10
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,394,576

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $50.28 to $51.27. 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
January 21, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 7,172 $49.78 $357,022.16
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,406,366

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $49.28 to $50.27. 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
January 21, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 7,824 $48.61 $380,324.64
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,413,538

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $48.28 to $49.27. 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
January 21, 2026 Filed Jan 23, 2026 21:21 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 18,092 $47.73 $863,531.16
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,421,362

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $47.28 to $48.27. 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
January 02, 2026 Filed Jan 6, 2026 21:05 UTC SaleCommon stock 4,000 $59.99 $239,960.00
Disclosure

SEC source: 0001680115-26-000002 · wk-form4_1767733536.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 122,880

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $59.98 to $60.00. 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
December 31, 2025 Filed Dec 31, 2025 21:12 UTC
Trefler LeonChief of Clients and Markets
GiftCommon stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0001480560-25-000016 · wk-form4_1767215532.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,323

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:16 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GiftCommon stock 314,960 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000026 · wk-form4_1766438186.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: 44,439,454

Read SEC document
December 19, 2025 Filed Dec 23, 2025 21:12 UTC
Trefler LeonChief of Clients and Markets
GiftCommon stock 620 $0.00 $0.00
Disclosure

SEC source: 0001480560-25-000014 · wk-form4_1766524369.xml · nonDerivative · entry 1

Trefler Leon · CIK 0001480560 · Chief of Clients and Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,323

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 23,719 $58.85 $1,395,863.15
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,755,654

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: Represents the weighted average of sale prices, ranging from $58.73 to $59.00. 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
December 18, 2025 Filed Dec 19, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 21,281 $58.50 $1,244,938.50
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,779,373

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $57.73 to $58.72. 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
December 18, 2025 Filed Dec 22, 2025 21:16 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
GiftCommon stock 1,240 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000026 · wk-form4_1766438186.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: 44,754,414

Read SEC document
December 17, 2025 Filed Dec 19, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 2,053 $59.34 $121,825.02
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,800,654

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $59.27 to $59.49. 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
December 17, 2025 Filed Dec 19, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 14,593 $58.77 $857,630.61
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,802,707

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $58.27 to $59.26. 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
December 17, 2025 Filed Dec 19, 2025 21:09 UTC
TREFLER ALANDirector · C.E.O. & Chairman · 10% owner
SaleCommon stock 28,354 $57.71 $1,636,309.34
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,817,300

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $57.27 to $58.26. 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.

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December 12, 2025 Filed Dec 16, 2025 21:49 UTC GiftCommon stock 1,908 $0.00 $0.00
Disclosure

SEC source: 0001680115-25-000022 · wk-form4_1765921749.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · Reporting Person's children

Disclosed balance after: 1,908

F1 · shares: These transactions reflect Mr. Stillwell's gift of shares to his children. Mr. Stillwell disclaims beneficial ownership of the shares held by his children except to the extent of his pecuniary interest therein.

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December 12, 2025 Filed Dec 16, 2025 21:49 UTC GiftCommon stock 1,908 $0.00 $0.00
Disclosure

SEC source: 0001680115-25-000022 · wk-form4_1765921749.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,880

F1 · shares: These transactions reflect Mr. Stillwell's gift of shares to his children. Mr. Stillwell disclaims beneficial ownership of the shares held by his children except to the extent of his pecuniary interest therein.

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December 10, 2025 Filed Dec 10, 2025 22:27 UTC GiftCommon stock 720 $0.00 $0.00
Disclosure

SEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 3

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 710,446

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December 10, 2025 Filed Dec 12, 2025 21:28 UTC GiftCommon stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0001680115-25-000020 · wk-form4_1765574887.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,788

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December 09, 2025 Filed Dec 10, 2025 22:27 UTC GiftCommon stock 720 $0.00 $0.00
Disclosure

SEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 2

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 711,166

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December 08, 2025 Filed Dec 9, 2025 21:51 UTC
Akgonul Rifat KerimChief Product Officer
SaleCommon stock 4,000 $60.19 $240,760.00
Disclosure

SEC source: 0001855325-25-000014 · wk-form4_1765317077.xml · nonDerivative · entry 5

Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 112,845

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

F3 · price: Represents the weighted average of sale prices, ranging from $59.61 to $60.50. 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.

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December 08, 2025 Filed Dec 10, 2025 22:27 UTC GiftCommon stock 2,230 $0.00 $0.00
Disclosure

SEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 1

JONES RICHARD H · CIK 0001222574 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Richard H. Jones Revocable Trust

Disclosed balance after: 711,886

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December 07, 2025 Filed Dec 9, 2025 21:55 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionRestricted Stock Units · Derivative 2,278 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001915414-25-000010 · wk-form4_1765317304.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,392

Underlying: Common stock · 2,278 shares

Expires 2027-03-07

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

F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years.

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December 07, 2025 Filed Dec 9, 2025 21:55 UTC
Higgins John GerardChief, Client &Partner Success
Tax withholdingCommon stock 1,272 $60.11 $76,459.92
Disclosure

SEC source: 0001915414-25-000010 · wk-form4_1765317304.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,229

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December 07, 2025 Filed Dec 9, 2025 21:55 UTC
Higgins John GerardChief, Client &Partner Success
Exercise / conversionCommon stock 2,278 $0.00 $0.00
Disclosure

SEC source: 0001915414-25-000010 · wk-form4_1765317304.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,501

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, upon vesting, one share of the issuer's common stock.

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December 07, 2025 Filed Dec 9, 2025 21:54 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 332 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001353196-25-000021 · wk-form4_1765317237.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,662

Underlying: Common stock · 332 shares

Expires 2027-03-07

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

F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years.

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December 07, 2025 Filed Dec 9, 2025 21:54 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Tax withholdingCommon stock 131 $60.11 $7,874.41
Disclosure

SEC source: 0001353196-25-000021 · wk-form4_1765317237.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 861

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December 07, 2025 Filed Dec 9, 2025 21:54 UTC
KOUNINIS EFSTATHIOS ASVP, Chief Accounting Officer
Exercise / conversionCommon stock 332 $0.00 $0.00
Disclosure

SEC source: 0001353196-25-000021 · wk-form4_1765317237.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 992

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.

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December 07, 2025 Filed Dec 9, 2025 21:53 UTC Exercise / conversionRestricted Stock Units · Derivative 5,222 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001680115-25-000018 · wk-form4_1765317182.xml · derivative · entry 14

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,104

Underlying: Common stock · 5,222 shares

Expires 2027-03-07

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

F4 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years.

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December 07, 2025 Filed Dec 9, 2025 21:53 UTC Tax withholdingCommon stock 2,055 $60.11 $123,526.05
Disclosure

SEC source: 0001680115-25-000018 · wk-form4_1765317182.xml · nonDerivative · entry 10

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,788

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December 07, 2025 Filed Dec 9, 2025 21:53 UTC Exercise / conversionCommon stock 5,222 $0.00 $0.00
Disclosure

SEC source: 0001680115-25-000018 · wk-form4_1765317182.xml · nonDerivative · entry 9

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,843

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.

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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.