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 |
|---|---|---|---|---|---|---|
| September 07, 2017 Filed Sep 11, 2017 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052267 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 8,798 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 7, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 208 | $56.25 | $11,700.00 |
DisclosureSEC source: 0001209191-17-052267 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,881 Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052267 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,089 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, 2017. 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 05, 2017 Filed Sep 7, 2017 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051894 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,573 Underlying: Common Stock · 11,145 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 2, 2017, with a release date of September 5, 2017, 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 263 | $57.65 | $15,161.95 |
DisclosureSEC source: 0001209191-17-051894 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,649 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051894 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on September 2, 2017, with a release date of September 5, 2017, 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 |
| August 01, 2017 Filed Aug 3, 2017 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047476 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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 · derivative.exercise_date: Options vested 20% on December 13, 2008, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,527 | $60.11 | $91,787.97 |
DisclosureSEC source: 0001209191-17-047476 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,355 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 August 1, 2017, ranging from $59.75 to $60.55. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,092 | $60.70 | $126,984.40 |
DisclosureSEC source: 0001209191-17-047476 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,882 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047476 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,974 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 |
| July 11, 2017 Filed Jul 13, 2017 19:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045021 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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 · derivative.exercise_date: Options vested 20% on December 13, 2008, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 19:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,522 | $59.48 | $90,528.56 |
DisclosureSEC source: 0001209191-17-045021 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,974 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 July 11, 2017, ranging from $59.25 to $59.90. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 19:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,098 | $59.00 | $123,782.00 |
DisclosureSEC source: 0001209191-17-045021 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,496 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 19:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045021 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,594 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 |
| June 09, 2017 Filed Jun 9, 2017 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038926 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,025 Underlying: Common Stock · 8,033 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on June 9, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 190 | $63.65 | $12,093.50 |
DisclosureSEC source: 0001209191-17-038926 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,594 Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038926 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,784 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, 2017. 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 |
| June 07, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · derivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080 Underlying: Common Stock · 8,798 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 Pegasystems Inc.'s common stock. F4 · shares: Represents 5% vesting on June 7, 2017. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 208 | $60.60 | $12,604.80 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,382 Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,590 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 5% vesting on June 7, 2017. 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 |
| June 06, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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 December 13, 2008, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,523 | $60.09 | $91,517.07 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,150 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 6, 2017, ranging from $59.60 to $60.35. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,096 | $59.65 | $125,026.40 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,673 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Pyle's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038568 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,769 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 |
| June 02, 2017 Filed Jun 5, 2017 21:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037870 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,130 Underlying: Common Stock · 11,145 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on June 2, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 263 | $58.90 | $15,490.70 |
DisclosureSEC source: 0001209191-17-037870 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,769 Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037870 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,032 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, 2017. 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 |
| May 02, 2017 Filed May 4, 2017 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030086 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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 13, 2008, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,824 | $46.05 | $83,995.20 |
DisclosureSEC source: 0001209191-17-030086 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,475 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 May 2, 2017, ranging from $45.90 to $46.20. Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,720 | $46.20 | $79,464.00 |
DisclosureSEC source: 0001209191-17-030086 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,299 Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030086 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,019 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 |
| April 04, 2017 Filed Apr 6, 2017 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026144 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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.underlying_shares: Options vest 20% on December 13, 2008, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,860 | $43.16 | $80,277.60 |
DisclosureSEC source: 0001209191-17-026144 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,019 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 April 4, 2017, ranging from $42.90 to $43.50. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,675 | $43.10 | $72,192.50 |
DisclosureSEC source: 0001209191-17-026144 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,879 Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026144 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 4,132 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · derivative · entry 17 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,132 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. F10 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F8 · shares: Represents 100% vesting on March 9, 2017. The original grant was 4,132 restricted stock units, which were granted on March 9, 2016. As part of the Company's 2016 Corporate Incentive Plan (CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs. F11 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,606 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · derivative · entry 16 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,427 Underlying: Common Stock · 8,033 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. F10 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F7 · shares: Represents 20% vesting on March 9, 2017. 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. F11 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,341 | $43.85 | $58,802.85 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 12 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,554 Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 11 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,895 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. F8 · shares: Represents 100% vesting on March 9, 2017. The original grant was 4,132 restricted stock units, which were granted on March 9, 2016. As part of the Company's 2016 Corporate Incentive Plan (CICP), Mr. Pyle elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 522 | $43.85 | $22,889.70 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 10 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,763 Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 9 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · shares: Represents 20% vesting on March 9, 2017. 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 |
| March 08, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 8,000 | $44.11 | $352,880.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,679 F6 · price: Represents the weighted average of the sale prices on March 8, 2017, ranging from $43.75 to $44.40. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · derivative · entry 15 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,596 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. F10 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F5 · shares: Represents 5% vesting on March 7, 2017. The original grant was 5,596 restricted stock units, with 20% vesting on March 7, 2013, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F11 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Options · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · derivative · entry 14 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,520 Underlying: Common Stock · 8,798 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. F10 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F4 · shares: Represents 5% vesting on March 7, 2017. The original grant was 8,798 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F11 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · derivative · entry 13 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 32,000 shares Expires 2017-12-13 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.underlying_shares: Options vested 20% on December 13, 2008, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 91 | $43.50 | $3,958.50 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,679 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,770 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 · shares: Represents 5% vesting on March 7, 2017. The original grant was 5,596 restricted stock units, with 20% vesting on March 7, 2013, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 143 | $43.50 | $6,220.50 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,490 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,633 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 5% vesting on March 7, 2017. The original grant was 8,798 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 |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,868 | $44.87 | $83,817.16 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,193 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 March 7, 2017, ranging from $44.55 to $45.25. 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.