Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Director | August 15, 2026 | August 18, 2026 |
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 August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 3,868 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 3,868 · Balance 3,868 F1: Represents shares of unrestricted common stock received as consideration for the reporting person's service as a Director for the annual term. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $32.32 · Expires 2036-08-15 | Direct | 7,947 |
Reported balance
After 2026-08-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-15 · Grant · Acquired 7,947 · Balance 7,947 F2: Non-statutory stock option fully vested on issuance and granted as consideration for the reporting person's services as a Director for the annual term. |
| Common stockSEC Table I · non-derivative | IndirectPatricia Jones Cornerstone Trust | 171,168 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 171,168 |
| Common stockSEC Table I · non-derivative | IndirectRichard H. Jones Revocable Trust | 759,746 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 759,746 |
| Common stockSEC Table I · non-derivative | IndirectPatricia Jones Revocable Trust | 28,678 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 28,678 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of unrestricted common stock received as consideration for the reporting person's service as a Director for the annual term.
F2: Non-statutory stock option fully vested on issuance and granted as consideration for the reporting person's services as a Director for the annual term.
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 |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 18, 2026 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 7,947 | $0.00 Strike: $32.32 | $0.00 |
DisclosureSEC source: 0001222574-26-000002 · wk-form4_1787084774.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,947 Underlying: Common stock · 7,947 shares Expires 2036-08-15 F2 · shares: Non-statutory stock option fully vested on issuance and granted as consideration for the reporting person's services as a Director for the annual term. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantCommon stock | 3,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001222574-26-000002 · wk-form4_1787084774.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,868 F1 · shares: Represents shares of unrestricted common stock received as consideration for the reporting person's service as a Director for the annual term. Read SEC document |
| December 10, 2025 Filed Dec 10, 2025 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 710,446 Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 711,166 Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001222574-25-000006 · wk-form4_1765405662.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 711,886 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 5,168 | $0.00 Strike: $52.66 | $0.00 |
DisclosureSEC source: 0001222574-25-000004 · wk-form4_1755634861.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,168 Underlying: Common stock · 5,168 shares Expires 2035-08-15 F3 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for the reporting person's services as a Director for the annual term. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantCommon stock | 2,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001222574-25-000004 · wk-form4_1755634861.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,726 F2 · shares: Represents shares of unrestricted common stock received as consideration for the reporting person's service as a Director for the annual term. F1 · balance_after: Total shares beneficially owned reflect a 2-for-1 stock split effected on June 20, 2025. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 10,000 | $69.88 | $698,800.00 |
DisclosureSEC source: 0001013857-24-000199 · wk-form4_1725494653.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 357,058 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $69.78 to $70.09. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 4,729 | $70.03 | $331,171.87 |
DisclosureSEC source: 0001013857-24-000188 · wk-form4_1724793458.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 367,058 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $70.01 to $70.09. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,969 | $0.00 Strike: $69.19 | $0.00 |
DisclosureSEC source: 0001013857-24-000176 · wk-form4_1724102478.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,969 Underlying: Common stock · 3,969 shares Expires 2034-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Jones's services as a Director for the annual term. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000176 · wk-form4_1724102478.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,676 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 shares of unrestricted common stock received as consideration for Mr. Jones's service as a Director for the annual term. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 2,571 | $69.87 | $179,635.77 |
DisclosureSEC source: 0001013857-24-000170 · wk-form4_1722892013.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 371,787 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $69.59 to $70.09. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 12,700 | $69.13 | $877,951.00 |
DisclosureSEC source: 0001013857-24-000170 · wk-form4_1722892013.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 374,358 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $68.59 to $69.57. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 3,703 | $70.42 | $260,765.26 |
DisclosureSEC source: 0001013857-24-000162 · wk-form4_1722545548.xml · nonDerivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 387,058 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of sale prices, ranging from $70.31 to $70.64. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 3,097 | $69.91 | $216,511.27 |
DisclosureSEC source: 0001013857-24-000162 · wk-form4_1722545548.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 390,761 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $69.37 to $70.26. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 13,200 | $68.87 | $909,084.00 |
DisclosureSEC source: 0001013857-24-000162 · wk-form4_1722545548.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 393,858 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $68.27 to $69.26. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000137 · wk-form4_1718740951.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones, Sr. 2022-A Grantor Retained Annuity Trust Disclosed balance after: 0 F1 · ownership.direct: Reflects transfers of securities exempted by Rule 16a-13 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 29, 2024 Filed May 1, 2024 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 10,000 | $60.88 | $608,800.00 |
DisclosureSEC source: 0001013857-24-000100 · wk-form4_1714595822.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 369,658 F1 · price: Represents the weighted average of sale prices, ranging from $60.58 to $61.03. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 10,000 | $63.39 | $633,900.00 |
DisclosureSEC source: 0001013857-24-000035 · wk-form4_1709073062.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 379,658 F1 · price: Represents the weighted average of sale prices, ranging from $63.21 to $63.60. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Reflects exempt transfers between the reporting person and Richard H. Jones, Sr. 2022-A Grantor Retained Annuity Trust. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,750 | $0.00 Strike: $47.25 | $0.00 |
DisclosureSEC source: 0001013857-23-000154 · wk-form4_1692307562.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,750 Underlying: Common stock · 4,750 shares Expires 2033-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Jones's services as a Director for the annual term. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000154 · wk-form4_1692307562.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,656 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 shares of unrestricted common stock received as consideration for Mr. Jones's service as a Director for the annual term. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 297 | $50.72 | $15,063.84 |
DisclosureSEC source: 0001013857-23-000150 · wk-form4_1691180255.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard H. Jones, Sr. 2022-A Grantor Retained Annuity Trust Disclosed balance after: 74,703 F1 · price: Represents the weighted average of sale prices, ranging from $50.72 to $50.74. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 5,999 | $0.00 Strike: $42.41 | $0.00 |
DisclosureSEC source: 0001013857-22-000145 · wf-form4_166077981951876.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,999 Underlying: Common stock · 5,999 shares Expires 2032-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Jones's services as a Director for the annual term. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000145 · wf-form4_166077981951876.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,539 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 shares of unrestricted common stock received as consideration for Mr. Jones's service as a Director for the annual term. Read SEC document |
| May 27, 2022 Filed Jun 2, 2022 00:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | OtherCommon stock | 75,000 | $49.54 | $3,715,500.00 |
DisclosureSEC source: 0001013857-22-000102 · wf-form4_165413133126884.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 427,691 F2 · kind: On May 27, 2022, the Richard H. Jones Revocable Trust withdrew 75,000 shares of Pegasystems common stock from the Richard H Jones, Sr. 2022 Grantor Retained Annuity Trust ("2022 GRAT"), a grantor retained annuity trust previously established by the Richard H. Jones Revocable Trust on March 17, 2022, in exchange for a promissory note in the principal amount of $3,730,500. The withdrawal from the 2022 GRAT resulted in a decrease in the number of shares Mr. Jones owns indirectly through the 2022 GRAT and a corresponding increase in the number of shares Mr. Jones beneficially owns indirectly through the Richard H. Jones Revocable Trust. The reporting person believes that his withdrawal of shares from the 2022 GRAT constitutes a transaction exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 24, 2022 Filed Jun 2, 2022 00:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | OtherCommon stock | 1,215 | $47.16 | $57,299.40 |
DisclosureSEC source: 0001013857-22-000102 · wf-form4_165413133126884.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 14,339 F1 · kind: On May 24, 2022, the Patricia Jones Cornerstone Trust ("Cornerstone Trust"), a trust established for the benefit of Mrs. Jones' family, swapped 1,215 shares of Pega stock with a value of $57,293.33 in exchange for the equivalent amount of cash from the Patricia Jones Revocable Trust. The withdrawal of shares from the Cornerstone Trust resulted in a decrease in the number of shares held by the Cornerstone Trust and a corresponding increase in the number of shares held by the Patricia Jones Revocable Trust. The reporting person believes that these transactions constitute exempted transactions by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,526 | $0.00 Strike: $127.50 | $0.00 |
DisclosureSEC source: 0001013857-21-000188 · wf-form4_162931978666037.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 Underlying: Common stock · 2,526 shares Expires 2031-08-16 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: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Jones's service as a Director for the annual term. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000188 · wf-form4_162931978666037.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,181 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 shares of unrestricted common stock received as consideration for Mr. Jones's service as a Director for the annual term. Read SEC document |
| August 09, 2021 Filed Feb 14, 2022 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 427,691 F3 · shares: Gift made to a charitable organization. Read SEC document |
| May 18, 2021 Filed Feb 14, 2022 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 429,391 F3 · shares: Gift made to a charitable organization. Read SEC document |
| January 29, 2021 Filed Feb 14, 2022 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 13,124 F2 · shares: Gift from the Patricia Jones Cornerstone Trust. Read SEC document |
| January 29, 2021 Filed Feb 14, 2022 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Cornerstone Trust Disclosed balance after: 86,799 F1 · shares: Gift made to the Patricia Jones Revocable Trust. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 87,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 8 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Cornerstone Trust Disclosed balance after: 87,400 F6 · shares: Gift from the Patricia Jones Revocable Trust. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 87,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 7 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 12,523 F5 · shares: Gift made to the Patricia Jones Cornerstone Trust. Read SEC document |
| November 20, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 431,391 F4 · shares: Gift made to a charitable organization. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 984 | $124.00 | $122,016.00 |
DisclosureSEC source: 0001209191-20-059389 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 47,590 F1 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,016 | $124.00 | $497,984.00 |
DisclosureSEC source: 0001209191-20-058468 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 48,574 F1 · price: Represents the weighted average of sale prices on November 12, 2020, ranging from $124.00 to $124.11. The Individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F2 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| October 02, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 434,191 F4 · shares: Gift made to a charitable organization. Read SEC document |
| August 20, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 41,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 99,923 F3 · shares: Gift from the Richard H. Jones Revocable Trust. Read SEC document |
| August 20, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 41,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 437,191 F2 · shares: Gift made to the Patricia Jones Revocable Trust. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,861 | $0.00 Strike: $117.47 | $0.00 |
DisclosureSEC source: 0001209191-20-047527 · doc4.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 Underlying: Common Stock · 2,861 shares Expires 2030-08-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Non-statutory stock options fully vested on issuance and granted as consideration for Mr. Jones' service as Director for the annual term. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047527 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,396 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 shares of unrestricted common stock received as consideration for Mr. Jones' service as Director for the annual term. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,000 | $93.62 | $468,100.00 |
DisclosureSEC source: 0001209191-20-033530 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 52,590 F1 · price: Represents the weighted average of the sale prices, ranging from $93.45 to $94.03. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F2 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $80.36 | $241,080.00 |
DisclosureSEC source: 0001209191-20-027054 · doc4.xml · nonDerivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 89,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 300 | $80.96 | $24,288.00 |
DisclosureSEC source: 0001209191-20-027054 · doc4.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 92,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sale prices, ranging from $80.76 to $81.07. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,200 | $80.05 | $336,210.00 |
DisclosureSEC source: 0001209191-20-027054 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 92,310 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $79.69 to $80.65. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 6,500 | $79.07 | $513,955.00 |
DisclosureSEC source: 0001209191-20-027054 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 96,510 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of the sale prices, ranging from $78.67 to $79.63. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 30, 2020 Filed Feb 12, 2021 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 31,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 57,945 F1 · shares: Gift made to the Patricia Jones Irrevocable Dynasty Trust. Read SEC document |
| April 14, 2020 Filed Apr 16, 2020 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,000 | $77.51 | $155,020.00 |
DisclosureSEC source: 0001209191-20-024670 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 103,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of the sale prices, ranging from $77.51 to $77.52. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,900 | $66.71 | $326,879.00 |
DisclosureSEC source: 0001209191-20-023163 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 105,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $66.35 to $67.17. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.