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 06, 2020 Filed Mar 10, 2020 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017868 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016731 · 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 · 2,550 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 50% vesting on March 5, 2020. The original grant was 5,100 restricted stock units, with 50% vesting on March 5, 2019, and the remaining 50% vesting on March 5, 2020. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 751 | $91.86 | $68,986.86 |
DisclosureSEC source: 0001209191-20-016731 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016731 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,136 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 50% vesting on March 5, 2020. The original grant was 5,100 restricted stock units, with 50% vesting on March 5, 2019, and the remaining 50% vesting on March 5, 2020. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 14,444 | $0.00 Strike: $90.05 | $0.00 |
DisclosureSEC source: 0001209191-20-016731 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,444 Underlying: Common Stock · 14,444 shares Expires 2030-03-03 F7 · shares: One-third of the options will vest on March 3, 2021, with the remaining two-thirds vesting on March 3, 2022, and March 3, 2023. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 3,341 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016731 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,341 Underlying: Common Stock · 3,341 shares Expires not disclosed F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · shares: One-third of the RSUs will vest on March 3, 2021, with the remaining two-thirds vesting on March 3, 2022, and March 3, 2023. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016731 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,571 Underlying: Common Stock · 1,571 shares Expires not disclosed F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · 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 3, 2020. All RSUs vest 100% on March 3, 2021, subject to the attainment of the CICP performance threshold funding for the year ending December 31, 2020. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016344 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 558 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on March 2, 2020. The original grant was 11,145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 194 | $90.50 | $17,557.00 |
DisclosureSEC source: 0001209191-20-016344 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,586 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016344 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,780 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 2, 2020. The original grant was 11,145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 401 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059651 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on December 9, 2019. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 179 | $76.98 | $13,779.42 |
DisclosureSEC source: 0001209191-19-059651 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,222 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059651 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,401 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 5% vesting on December 9, 2019. 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 02, 2019 Filed Dec 4, 2019 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059102 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229 Underlying: Common Stock · 557 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on December 2, 2019. The original grant was 11,145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 248 | $77.62 | $19,249.76 |
DisclosureSEC source: 0001209191-19-059102 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059102 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on December 2, 2019. The original grant was 11,145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $75.21 | $75,210.00 |
DisclosureSEC source: 0001209191-19-055243 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,691 F1 · shares: Sold pursuant to a pre-arranged stock trading plan undre rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| October 03, 2019 Filed Oct 3, 2019 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $70.00 | $70,000.00 |
DisclosureSEC source: 0001209191-19-052326 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,691 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,000 | $69.00 | $138,000.00 |
DisclosureSEC source: 0001209191-19-052326 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,691 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 sale prices on October 1, 2019, ranging from $68.62 to $69.45. The individual has provided the Company, and undertakes to provide to the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049163 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on September 9, 2019. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 179 | $71.58 | $12,812.82 |
DisclosureSEC source: 0001209191-19-049163 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,691 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049163 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,870 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 5% vesting on September 9, 2019. 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 03, 2019 Filed Sep 5, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048573 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,786 Underlying: Common Stock · 557 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 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 11,145 restricted stock units, with a 20% vesting on March 2, 2016, 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 |
| September 03, 2019 Filed Sep 5, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 100 | $70.18 | $7,018.00 |
DisclosureSEC source: 0001209191-19-048573 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,468 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,900 | $69.68 | $202,072.00 |
DisclosureSEC source: 0001209191-19-048573 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,568 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices on September 3, 2019, ranging from $69.13 to $70.00. 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 03, 2019 Filed Sep 5, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 248 | $70.15 | $17,397.20 |
DisclosureSEC source: 0001209191-19-048573 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,468 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048573 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,716 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 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 11,145 restricted stock units, with a 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,100 | $76.24 | $83,864.00 |
DisclosureSEC source: 0001209191-19-044515 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,159 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 sale prices on August 1, 2019, ranging from $76.08 to $76.40. The individual has provided the Company and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,900 | $75.33 | $143,127.00 |
DisclosureSEC source: 0001209191-19-044515 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,259 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 sale prices on August 1, 2019, ranging from $74.80 to $75.72. 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 |
| July 01, 2019 Filed Jul 3, 2019 18:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $72.09 | $216,270.00 |
DisclosureSEC source: 0001209191-19-040944 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,159 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 sale prices on July 1, 2019, ranging from $71.66 to $72.45. The individual has provided the company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,812 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on June 9, 2019, with a release date of June 10, 2019, the first business day following the vesting. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $70.95 | $70,950.00 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,159 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 900 | $72.13 | $64,917.00 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,159 F2 · 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 sale prices on June 10, 2019, ranging from $72.03 to $72.20. 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 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,100 | $71.72 | $78,892.00 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,059 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices on June 10, 2019, ranging from $71.03 to $72.01. 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 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 179 | $70.63 | $12,642.77 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,159 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036417 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,338 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 5% vesting on June 9, 2019, with a release date of June 10, 2019, the first business day following the vesting. 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 03, 2019 Filed Jun 5, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034811 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,343 Underlying: Common Stock · 557 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on June 2, 2019, with a release date of June 3, 2019, the first business day following the vesting. The original grant was 11,145 restricted stock units, with a 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 248 | $72.14 | $17,890.72 |
DisclosureSEC source: 0001209191-19-034811 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,936 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034811 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,184 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on June 2, 2019, with a release date of June 3, 2019, the first business day following the vesting. The original grant was 11,145 restricted stock units, with a 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,696 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · derivative · entry 12 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,696 shares Expires 2022-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 12,450 | $0.00 Strike: $16.02 | $0.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · derivative · entry 11 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,450 shares Expires 2021-03-17 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. F7 · derivative.exercise_date: Options vested 20% on March 17, 2012, with the remaining 80% vesting in equal quarterly installments over the next four years. F8 · derivative.underlying_shares: The grant of stock options was previously reported as 6,225, but has been adjusted to reflect a 2-for-1 stock split that occurred April 1, 2014. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,736 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · derivative · entry 10 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,736 shares Expires 2020-03-01 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. F5 · derivative.exercise_date: Options vested 20% on March 1, 2011, 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 1,868, but has been adjusted to reflect a 2-for-1 stock split that occurred April 1, 2014. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 6,390 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · derivative · entry 9 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,390 shares Expires 2019-12-15 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 December 15, 2010, 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 3,195, but has been adjusted to reflect a 2-for-1 stock split that occurred April 1, 2014. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,427 | $72.65 | $103,671.55 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,627 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 of 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 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,696 | $11.05 | $29,790.80 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,054 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 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,060 | $72.65 | $512,909.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,358 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 of shares of equal value. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 12,450 | $16.02 | $199,449.00 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,418 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 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,176 | $72.65 | $158,086.40 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,968 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 of shares of equal value. Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,736 | $18.02 | $67,322.72 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,144 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 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,931 | $72.65 | $212,937.15 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,408 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 of shares of equal value. 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.