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 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,665 | $44.25 | $73,676.25 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,061 F1 · price: 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 |
| March 07, 2017 Filed Mar 9, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019680 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,726 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 02, 2017 Filed Mar 6, 2017 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,901 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018410 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,901 Underlying: Common Stock · 2,901 shares Expires not disclosed F5 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 2, 2017. All RSUs vest 100% on March 2, 2018, subject to attainment of the CICP performance threshold for the year ending December 31, 2017. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Options · Derivative | 4,534 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018410 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,534 Underlying: Common Stock · 4,534 shares Expires not disclosed F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F4 · shares: RSUs vest 50% on March 2, 2018, and the remaining 50% vests on March 2, 2019. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018410 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,687 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 March 2, 2017. 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 |
| March 02, 2017 Filed Mar 6, 2017 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 182 | $45.20 | $8,226.40 |
DisclosureSEC source: 0001209191-17-018410 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,726 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018410 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,908 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, 2017. 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 |
| February 07, 2017 Filed Feb 8, 2017 22:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008740 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 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 |
| February 07, 2017 Filed Feb 8, 2017 22:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,835 | $38.34 | $70,353.90 |
DisclosureSEC source: 0001209191-17-008740 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,350 F3 · 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 February 7, 2017, ranging from $38.30 and $38.40. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,706 | $38.65 | $65,936.90 |
DisclosureSEC source: 0001209191-17-008740 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,185 F2 · 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 |
| February 07, 2017 Filed Feb 8, 2017 22:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008740 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,891 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 · balance_after: The number of Mr. Pyle's shares has been recalculated. The number of shares had been previously reported incorrectly due to administrative error. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002118 · doc4.xml · derivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 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. F5 · derivative.underlying_shares: The stock option grant was previously reported as 16,000 shares, but has been adjusted to reflect the 2-for-1 forward stock split that occurred on April 1, 2014. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,666 | $36.06 | $60,075.96 |
DisclosureSEC source: 0001209191-17-002118 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,891 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 January 3, 2017, ranging from $35.80 to $36.45. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,922 | $36.35 | $69,864.70 |
DisclosureSEC source: 0001209191-17-002118 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,557 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 |
| January 03, 2017 Filed Jan 5, 2017 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002118 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,479 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 |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,960 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F2 · shares: Represents 5% vesting on December 7, 2016. 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 |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280 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. F3 · 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 December 7, 2016. The original grant was 5596 restricted stock units, with 20% vesting on March 7, 2013, 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 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 143 | $35.00 | $5,005.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,479 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,622 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 5% vesting on December 7, 2016. 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, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 91 | $35.00 | $3,185.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,182 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154463 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,273 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, 2016. The original grant was 5596 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 |
| December 02, 2016 Filed Dec 5, 2016 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153384 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,245 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F2 · shares: Represents 5% vesting on December 2, 2016. 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 |
| December 02, 2016 Filed Dec 5, 2016 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 181 | $34.85 | $6,307.85 |
DisclosureSEC source: 0001209191-16-153384 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,993 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock] | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153384 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,174 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 |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · derivative · entry 6 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 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 · shares: Represents 5% vesting on September 7, 2016. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · derivative · entry 5 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560 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. F3 · 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, 2016. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 143 | $26.29 | $3,759.47 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · nonDerivative · entry 4 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,617 Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · nonDerivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,760 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 5% vesting on September 7, 2016. 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 |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 91 | $26.29 | $2,392.39 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,320 Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140794 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,411 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, 2016. 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 |
| September 02, 2016 Filed Sep 6, 2016 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140133 · doc4.xml · derivative · entry 3 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,802 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 6, 2016. 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 |
| September 02, 2016 Filed Sep 6, 2016 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 181 | $25.85 | $4,678.85 |
DisclosureSEC source: 0001209191-16-140133 · doc4.xml · nonDerivative · entry 2 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,131 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140133 · doc4.xml · nonDerivative · entry 1 PYLE MICHAEL R · CIK 0001222579 · Senior VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,312 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 6, 2016. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.