Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Chief Technology Strategist | March 07, 2022 | March 09, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PEGASYSTEMS INC
Report date March 07, 2022 · Filed March 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 9,762 |
Reported balance
After 2022-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-07 · Exercise / conversion · Acquired 311 · Balance 9,762 F1: Represents a 5% vesting on March 6, 2022, with a release date of March 7, 2022, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. |
| Common stockSEC Table I · non-derivative | Direct | 9,670 |
Reported balance
After 2022-03-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-03-07 · Tax withholding · Disposed 92 · Balance 9,670 |
| Common stockSEC Table I · non-derivative | Direct | 40,035 |
Reported balance
After 2022-03-08 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-03-08 · Exercise / conversion · Acquired 30,365 · Balance 40,035 |
| Common stockSEC Table I · non-derivative | Direct | 23,554 |
Reported balance
After 2022-03-08 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-03-08 · Tax withholding · Disposed 16,481 · Balance 23,554 F2: Represents the exercise price of the stock options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of the Company withholding shares of equal value. |
| Common stockSEC Table I · non-derivative | Direct | 47,084 |
Reported balance
After 2022-03-08 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2022-03-08 · Exercise / conversion · Acquired 23,530 · Balance 47,084 |
| Common stockSEC Table I · non-derivative | Direct | 32,475 |
Reported balance
After 2022-03-08 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2022-03-08 · Tax withholding · Disposed 14,609 · Balance 32,475 F2: Represents the exercise price of the stock options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of the Company withholding shares of equal value. F3: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,248 |
Reported balance
After 2022-03-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-07 · Exercise / conversion · Disposed 311 · Balance 1,248 F4: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1: Represents a 5% vesting on March 6, 2022, with a release date of March 7, 2022, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5: Once vested, the shares of common stock are not subject to expiration. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.49 · Expires 2025-03-02 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-03-08 · Exercise / conversion · Disposed 30,365 · Balance 0 F6: Options vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $25.20 · Expires 2026-03-09 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-03-08 · Exercise / conversion · Disposed 23,530 · Balance 0 F7: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a 5% vesting on March 6, 2022, with a release date of March 7, 2022, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years.
F2: Represents the exercise price of the stock options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of the Company withholding shares of equal value.
F3: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.
F4: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.
F5: Once vested, the shares of common stock are not subject to expiration.
F6: Options vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years.
F7: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 9, 2021 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 92 | $121.08 | $11,139.36 |
DisclosureSEC source: 0001013857-21-000068 · wf-form4_161532534018840.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,462 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000068 · wf-form4_161532534018840.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on March 6, 2021, with a release date on March 8, 2021, the first business day following the vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 9 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228 Underlying: Common stock · 1,113 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a one-third vesting on March 3, 2021. The original grant was 3,341 restricted stock units. The remaining two-thirds will vest in equal installments on March 3, 2022 and March 3, 2023. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,571 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 3, 2021. The original grant was 1,571 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 327 | $130.45 | $42,657.15 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,569 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a one-third vesting on March 3, 2021. The original grant was 3,341 restricted stock units. The remaining two-thirds will vest in equal installments on March 3, 2022 and March 3, 2023. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 484 | $130.45 | $63,137.80 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,456 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 100% vesting on March 3, 2021. The original grant was 1,571 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 8,499 | $0.00 Strike: $130.45 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,499 Underlying: Common stock · 8,499 shares Expires 2031-03-02 F8 · shares: One-third of the options will vest on March 2, 2022, with the remaining two-thirds vesting on March 2, 2023, and March 2, 2024. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,304 Underlying: Common stock · 2,304 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: One-third of the RSUs will vest on March 2, 2022, with the remaining two-thirds vesting on March 2, 2023, and March 2, 2024. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000052 · wf-form4_161489801535089.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084 Underlying: Common stock · 1,084 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 2, 2021. All RSUs vest 100% on March 2, 2022, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2021. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402 Underlying: Common Stock · 402 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: Represents a 5% vesting on December 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 179 | $125.34 | $22,435.86 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,369 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,548 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on December 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 313 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806 Underlying: Common Stock · 313 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · derivative.exercise_date: Represents a 5% vesting on December 6, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 139 | $130.78 | $18,178.42 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,146 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062583 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,285 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 6, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 401 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804 Underlying: Common Stock · 401 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: Represents a 5% vesting on September 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 178 | $120.01 | $21,361.78 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,972 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on September 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 312 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,119 Underlying: Common Stock · 312 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · derivative.exercise_date: Represents a 5% vesting on September 6, 2020, with a release date of September 8, 2020, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 139 | $124.26 | $17,272.14 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,749 Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049976 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on September 6, 2020, with a release date of September 8, 2020, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting equal quarterly installments over the remaining four years. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,594 | $132.31 | $343,212.14 |
DisclosureSEC source: 0001209191-20-049404 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · price: Represents the weighted average of the sales prices on September 1, 2020, ranging from $132.06 to $132.62. 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. F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,006 | $131.26 | $132,047.56 |
DisclosureSEC source: 0001209191-20-049404 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sales prices on September 1, 2020, ranging from $130.92 to $131.82. 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 |
| September 01, 2020 Filed Sep 3, 2020 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,200 | $130.38 | $417,216.00 |
DisclosureSEC source: 0001209191-20-049404 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,176 F1 · 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 sales prices on September 1, 2020, ranging from $129.84 to $130.80. 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 |
| September 01, 2020 Filed Sep 3, 2020 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 700 | $129.17 | $90,419.00 |
DisclosureSEC source: 0001209191-20-049404 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,376 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of the sales prices on September 1, 2020, ranging from $128.80 to $129.78. 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 |
| August 03, 2020 Filed Aug 5, 2020 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,147 | $118.31 | $372,321.57 |
DisclosureSEC source: 0001209191-20-045239 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,076 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sale prices, ranging from $118.16 to $118.50. 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. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,944 | $117.70 | $346,508.80 |
DisclosureSEC source: 0001209191-20-045239 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,223 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 $117.16 to $118.15. 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 |
| August 03, 2020 Filed Aug 5, 2020 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,409 | $116.79 | $164,557.11 |
DisclosureSEC source: 0001209191-20-045239 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,167 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 $116.14 to $117.09. 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 |
| June 09, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,205 Underlying: Common Stock · 402 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on June 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 09, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 179 | $98.84 | $17,692.36 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,576 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 09, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,755 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on June 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 313 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,431 Underlying: Common Stock · 313 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on June 6, 2020, with a release date of June 8, 2020, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 139 | $98.51 | $13,692.89 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,353 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035283 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,492 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 June 6, 2020, with a release date of June 8, 2020, the first business day following vesting. The original grant was 4,681 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 22,772 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,772 shares Expires 2024-03-07 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. F5 · derivative.exercise_date: Options vested 20% on March 7, 2015, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.underlying_shares: The grant of stock options was previously reported as 11,386, but has been adjusted to reflect a 2-for-1 stock split that occurred April 1, 2014. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 13,700 | $0.00 Strike: $18.03 | $0.00 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,700 shares Expires 2022-03-07 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. F3 · derivative.exercise_date: Options vested 20% on March 7, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. F4 · derivative.underlying_shares: The grant of stock options was previously reported as 6,850, but has been adjusted to reflect a 2-for-1 stock split that occurred April 1, 2014. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 12,987 | $88.00 | $1,142,856.00 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,179 F1 · price: Represents the exercise price of the Stock Options referenced in Table II and Mr. Pyle's tax liability, which were paid by the Company withholding shares of equal value. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 22,772 | $20.05 | $456,578.60 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,166 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 |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,100 | $88.00 | $624,800.00 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,394 F1 · price: Represents the exercise price of the Stock Options referenced in Table II and Mr. Pyle's tax liability, which were paid by the Company withholding shares of equal value. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 13,700 | $18.03 | $247,011.00 |
DisclosureSEC source: 0001209191-20-030495 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,494 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 09, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 118 | $84.48 | $9,968.64 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,794 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents 5% vesting on March 9, 2020. The original grant was 8,033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · derivative · entry 9 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607 Underlying: Common Stock · 402 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents 5% vesting on March 9, 2020. The original grant was 8,033 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 |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 937 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · derivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,744 Underlying: Common Stock · 937 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents 20% vesting on March 6, 2020. The original grant was 4,681 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,073 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · derivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,073 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 6, 2020. The original grant was 2,073 restricted stock units, which were granted on March 6, 2019. As part of the Company's 2019 Corporate Incentive Compensation Plan (CICP), Mr. Pyle elected to receive his annual Bonus in RSUs. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 276 | $87.64 | $24,188.64 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,510 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,786 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 20% vesting on March 6, 2020. The original grant was 4,681 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 609 | $87.64 | $53,372.76 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,849 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.