Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | President | March 02, 2022 | March 04, 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 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 9,080 |
Reported balance
After 2022-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-02 · Exercise / conversion · Acquired 971 · Balance 9,080 F1: Represents 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs. |
| Common stockSEC Table I · non-derivative | Direct | 8,809 |
Reported balance
After 2022-03-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-03-02 · Tax withholding · Disposed 271 · Balance 8,809 |
| Common stockSEC Table I · non-derivative | Direct | 9,193 |
Reported balance
After 2022-03-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-03-02 · Exercise / conversion · Acquired 384 · Balance 9,193 F2: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. |
| Common stockSEC Table I · non-derivative | Direct | 9,086 |
Reported balance
After 2022-03-02 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-03-02 · Tax withholding · Disposed 107 · Balance 9,086 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 | 0 |
Reported balance
After 2022-03-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-03-02 · Exercise / conversion · Disposed 971 · Balance 0 F4: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1: Represents 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs. F5: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,538 |
Reported balance
After 2022-03-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-03-02 · Exercise / conversion · Disposed 384 · Balance 1,538 F4: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs.
F2: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years.
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.
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 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · derivative · entry 6 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,538 Underlying: Common stock · 384 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · derivative · entry 5 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 971 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 107 | $85.40 | $9,137.80 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 4 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,086 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 271 | $85.40 | $23,143.40 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448 Underlying: Common stock · 318 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 common stock. F1 · shares: Represents a 5% vesting on February 3, 2022. The original grant was 6,356 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 86 | $99.95 | $8,595.70 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,109 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on February 3, 2022. The original grant was 6,356 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,580 Underlying: Common stock · 1,470 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on January 1, 2022, with a release date of January 3, 2022, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. F4 · derivative.expiration_date: Upon vesting becomes common stock. Common stock is not subject to expiration. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 478 | $111.82 | $53,449.96 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,877 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on January 1, 2022, with a release date of January 3, 2022, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 Underlying: Common stock · 318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on November 3, 2021. The original grant was 6,356 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 137 | $122.58 | $16,793.46 |
DisclosureSEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,885 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000249 · wf-form4_163614513104445.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on November 3, 2021. The original grant was 6,356 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,050 Underlying: Common stock · 1,470 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 · derivative.exercise_date: Represents a 5% vesting on October 1, 2021. The original grant was 29,404 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 630 | $127.10 | $80,073.00 |
DisclosureSEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,704 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000231 · wf-form4_163346633623962.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,334 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on October 1, 2021. The original grant was 29,404 restricted stock units. The remaining 75% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000182 · wf-form4_162811006046180.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,084 Underlying: Common stock · 318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on August 3, 2021. The original grant was 6,356 restricted stock units. The remaining 80% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 137 | $127.01 | $17,400.37 |
DisclosureSEC source: 0001013857-21-000182 · wf-form4_162811006046180.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,864 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000182 · wf-form4_162811006046180.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,001 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on August 3, 2021. The original grant was 6,356 restricted stock units. The remaining 80% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000156 · wf-form4_162560427964168.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,520 Underlying: Common stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on July 1, 2021. The original grant was 29,404 restricted stock units. The remaining 80% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 410 | $139.19 | $57,067.90 |
DisclosureSEC source: 0001013857-21-000156 · wf-form4_162560427964168.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,683 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000156 · wf-form4_162560427964168.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on July 1, 2021. The original grant was 29,404 restricted stock units. The remaining 80% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000108 · wf-form4_162024750600819.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,402 Underlying: Common stock · 318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on May 3, 2021. The original grant was 6,356 restricted stock units. The remaining 85% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 89 | $126.94 | $11,297.66 |
DisclosureSEC source: 0001013857-21-000108 · wf-form4_162024750600819.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,622 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000108 · wf-form4_162024750600819.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,711 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on May 3, 2021. The original grant was 6,356 restricted stock units. The remaining 85% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000080 · wf-form4_161765564940349.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,991 Underlying: Common stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on April 1, 2021. The original grant was 29,404 restricted stock units. The remaining 85% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 410 | $114.34 | $46,879.40 |
DisclosureSEC source: 0001013857-21-000080 · wf-form4_161765564940349.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,393 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000080 · wf-form4_161765564940349.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,803 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on April 1, 2021. The original grant was 29,404 restricted stock units. The remaining 85% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000050 · wf-form4_161489763362015.xml · derivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971 Underlying: Common stock · 971 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 2, 2021. All RSUs vest 100% on March 2, 2022, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2021. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Jul 16, 2021 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 6,572 | $0.00 Strike: $130.45 | $0.00 |
DisclosureSEC source: 0001013857-21-000165 · wf-form4_162646904355741.xml · derivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,572 Underlying: Common stock · 6,572 shares Expires 2031-03-02 F4 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2021 Filed Jul 16, 2021 20:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000165 · wf-form4_162646904355741.xml · derivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922 Underlying: Common stock · 1,922 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · shares: RSUs will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000010 · wf-form4_161256281403992.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 Underlying: Common stock · 318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on February 3, 2021. The original grant was 6,356 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 89 | $134.88 | $12,004.32 |
DisclosureSEC source: 0001013857-21-000010 · wf-form4_161256281403992.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,332 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000010 · wf-form4_161256281403992.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on February 3, 2021. The original grant was 6,356 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,462 Underlying: Common stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on January 1, 2021, with a release date of January 4, 2021, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 463 | $133.26 | $61,699.38 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,103 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,566 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on January 1, 2021, with a release date of January 4, 2021, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 22:01 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056913 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,038 Underlying: Common Stock · 318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on November 3, 2020. The original grant was 6,356 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 22:01 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 89 | $113.40 | $10,092.60 |
DisclosureSEC source: 0001209191-20-056913 · doc4.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,095 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 22:01 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056913 · doc4.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on November 3, 2020. The original grant was 6,356 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053623 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,933 Underlying: Common Stock · 1,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on October 1, 2020. The original grant was 29,404 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 410 | $121.04 | $49,626.40 |
DisclosureSEC source: 0001209191-20-053623 · doc4.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053623 · doc4.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,276 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on October 1, 2020. The original grant was 29,404 restricted stock units. The remaining 95% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 22,748 | $0.00 Strike: $118.32 | $0.00 |
DisclosureSEC source: 0001209191-20-045237 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,748 Underlying: Common Stock · 22,748 shares Expires 2030-08-03 F5 · derivative.exercise_date: Stock Options will vest 5% on November 3, 2020, and the remaining 95% will vest in 5% quarterly installments, until the grant is fully vested August 3, 2025. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 6,356 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045237 · doc4.xml · derivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356 Underlying: Common Stock · 6,356 shares Expires not disclosed F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · derivative.exercise_date: Restricted Stock Units will vest 5% on November 3, 2020, and the remaining 95% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| July 01, 2020 Filed Jul 7, 2020 00:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 69,601 | $0.00 Strike: $102.34 | $0.00 |
DisclosureSEC source: 0001209191-20-041365 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,601 Underlying: Common Stock · 69,601 shares Expires 2030-10-01 F5 · derivative.exercise_date: Stock Options will vest 5% on October 1, 2020, and the remaining 95% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. Read SEC document |
| July 01, 2020 Filed Jul 7, 2020 00:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 29,404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041365 · doc4.xml · derivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,404 Underlying: Common Stock · 29,404 shares Expires not disclosed F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · derivative.exercise_date: Restricted Stock Units will vest 5% on October 1, 2020, and the remaining 95% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. 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.