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 |
|---|---|---|---|---|---|---|
| May 21, 2019 Filed May 23, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 6,390 | $16.15 | $103,198.50 |
DisclosureSEC source: 0001209191-19-032317 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,339 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 11, 2019 Filed Mar 12, 2019 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 401 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018856 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 11, 2019 Filed Mar 12, 2019 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 119 | $64.01 | $7,617.19 |
DisclosureSEC source: 0001209191-19-018856 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,949 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 11, 2019 Filed Mar 12, 2019 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018856 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,068 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on March 9, 2019, with a release date of March 11, 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 |
| March 07, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018204 · 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 · 440 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 March 7, 2019. The original grant was 8,798 restricted stock units, with 20% vesting March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 130 | $64.35 | $8,365.50 |
DisclosureSEC source: 0001209191-19-018204 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018204 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on March 7, 2019. The original grant was 8,798 restricted stock units, with 20% vesting March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,073 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018204 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,073 Underlying: Common Stock · 2,073 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. F7 · 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 6, 2019. All RSUs vest 100% on March 6, 2020, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2019. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 15,865 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-19-018204 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,865 Underlying: Common Stock · 15,865 shares Expires 2029-03-06 F6 · shares: Options will vest 20% on March 6, 2020, with the remaining 80% vesting in equal quarterly installments over the remaining three years. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 4,681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018204 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,681 Underlying: Common Stock · 4,681 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: RSUs will vest 20% on March 6, 2020, with the remaining 80% vesting in equal quarterly installments over the remaining three years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · 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 · 2,221 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents 100% vesting on March 5, 2019. The original grant was 2,221 restricted stock units, which were granted on March 5, 2018. As part of the Company's 2018 Corporate Incentive Plan (CICP), Mr. Pyle elected to receive his annual bonus in RSUs. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · derivative · entry 11 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,550 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents 50% vesting on March 5, 2019. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 655 | $64.84 | $42,470.20 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,357 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,012 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents 100% vesting on March 5, 2019. The original grant was 2,221 restricted stock units, which were granted on March 5, 2018. As part of the Company's 2018 Corporate Incentive Plan (CICP), Mr. Pyle elected to receive his annual bonus in RSUs. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 751 | $64.84 | $48,694.84 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,791 Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,542 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 50% vesting on March 5, 2019. 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 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,267 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · 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 · 2,267 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. F2 · shares: Represents 50% vesting on March 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. The original grant was 4,534 restricted stock units, with 50% vesting on March 2, 2018, and the remaining 50% vesting on March 2, 2019. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · derivative · entry 9 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 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. 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 March 2, 2019, with a release date of March 4, 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 720 | $66.32 | $47,750.40 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,992 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 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 50% vesting on March 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. The original grant was 4,534 restricted stock units, with 50% vesting on March 2, 2018, and the remaining 50% vesting on March 2, 2019. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 165 | $66.32 | $10,942.80 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017500 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,610 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 March 2, 2019, with a release date of March 4, 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 4 years. Read SEC document |
| March 02, 2019 Filed Mar 4, 2020 23:47 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016341 · doc4a.xml · derivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. F3 · balance_after: The Form 4 filed on March 6, 2019 is amended by this Form 4 amendment to clarify the number of shares held directly and indirectly by Mr. Pyle. All forms filed after March 6, 2019 overstated the derivative securities beneficial ownership of Mr. Pyle by 1,671 shares. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $56.63 | $84,945.00 |
DisclosureSEC source: 0001209191-19-007379 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 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 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 07, 2019 Filed Jan 9, 2019 22:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $50.00 | $50,000.00 |
DisclosureSEC source: 0001209191-19-003107 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,552 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 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $46.90 | $23,450.00 |
DisclosureSEC source: 0001209191-19-002132 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,552 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062319 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 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 December 9, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 8033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 119 | $49.83 | $5,929.77 |
DisclosureSEC source: 0001209191-18-062319 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,052 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062319 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,171 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, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 8033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062010 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440 Underlying: Common Stock · 440 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. F1 · derivative.underlying_shares: Represents 5% vesting on December 7, 2018. The original grant was 8798 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 130 | $51.60 | $6,708.00 |
DisclosureSEC source: 0001209191-18-062010 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,769 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062010 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,899 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 7, 2018. The original grant was 8798 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061376 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,787 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 December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 11145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 165 | $53.99 | $8,908.35 |
DisclosureSEC source: 0001209191-18-061376 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,459 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061376 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,624 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 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 11145 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $62.85 | $31,425.00 |
DisclosureSEC source: 0001209191-18-053945 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,067 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, ranging from $62.27 to $63.10. 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 option awards. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,500 | $61.68 | $277,560.00 |
DisclosureSEC source: 0001209191-18-053945 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,567 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, ranging from $61.26 to $62.00. 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 10, 2018 Filed Sep 11, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050517 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,017 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, 2018, with a release date of September 10, 2018, the first business day following the vesting. The original grant was 8033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 119 | $63.65 | $7,574.35 |
DisclosureSEC source: 0001209191-18-050517 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,067 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050517 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 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, 2018, with a release date of September 10, 2018, the first business day following the vesting. The original grant was 8033 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050329 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 Underlying: Common Stock · 440 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 7, 2018. The original grant was 8798 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 130 | $63.25 | $8,222.50 |
DisclosureSEC source: 0001209191-18-050329 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,784 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050329 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,914 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 7, 2018. The original grant was 8798 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,000 | $63.29 | $316,450.00 |
DisclosureSEC source: 0001209191-18-049916 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $62.85 to $63.75. 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 options awards. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 165 | $63.70 | $10,510.50 |
DisclosureSEC source: 0001209191-18-049916 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,474 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049916 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,639 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, 2018, with a release date of September 4, 2018, the first business day following the vesting. 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 4 years. Read SEC document |
| September 02, 2018 Filed Sep 6, 2018 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049916 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 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, 2018, with a release date of September 4, 2018, the first business day following the vesting. 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 4 years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 401 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037487 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,419 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 June 9, 2018, with a release date of June 11, 2018, 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 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 119 | $62.45 | $7,431.55 |
DisclosureSEC source: 0001209191-18-037487 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,082 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037487 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,201 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, 2018, with a release date of June 11, 2018, 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 4 years. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.