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JONES RICHARD H

Disclosed activity across 1 company

Tapewire entity
22472
SEC CIK
0001222574

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PEGASYSTEMS INCPEGA · Entity 309DirectorAugust 15, 2026August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common stockSEC Table I · non-derivativeDirect3,868 Reported balance After 2026-08-15 transaction · row 1
1 source row

Row 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 2036-08-15Direct7,947 Reported balance After 2026-08-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectPatricia Jones Cornerstone Trust171,168 Reported balance Holding disclosure · report date 2026-08-15 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 171,168

Common stockSEC Table I · non-derivativeIndirectRichard H. Jones Revocable Trust759,746 Reported balance Holding disclosure · report date 2026-08-15 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 759,746

Common stockSEC Table I · non-derivativeIndirectPatricia Jones Revocable Trust28,678 Reported balance Holding disclosure · report date 2026-08-15 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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November 17, 2020 Filed Nov 19, 2020 21:30 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 984 $124.00 $122,016.00
Disclosure

SEC 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.

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November 12, 2020 Filed Nov 16, 2020 21:30 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 4,016 $124.00 $497,984.00
Disclosure

SEC 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.

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October 02, 2020 Filed Feb 12, 2021 21:42 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 3,000 $0.00 $0.00
Disclosure

SEC 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.

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August 20, 2020 Filed Feb 12, 2021 21:42 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 41,978 $0.00 $0.00
Disclosure

SEC 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.

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August 20, 2020 Filed Feb 12, 2021 21:42 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 41,978 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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August 17, 2020 Filed Aug 19, 2020 20:55 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon Stock 852 $0.00 $0.00
Disclosure

SEC 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.

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May 29, 2020 Filed Jun 2, 2020 20:26 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 5,000 $93.62 $468,100.00
Disclosure

SEC 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.

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May 01, 2020 Filed May 5, 2020 20:05 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 3,000 $80.36 $241,080.00
Disclosure

SEC 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.

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May 01, 2020 Filed May 5, 2020 20:05 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 300 $80.96 $24,288.00
Disclosure

SEC 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.

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May 01, 2020 Filed May 5, 2020 20:05 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 4,200 $80.05 $336,210.00
Disclosure

SEC 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.

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May 01, 2020 Filed May 5, 2020 20:05 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 6,500 $79.07 $513,955.00
Disclosure

SEC 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.

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April 30, 2020 Filed Feb 12, 2021 21:42 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 31,065 $0.00 $0.00
Disclosure

SEC 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.

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April 14, 2020 Filed Apr 16, 2020 21:20 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 2,000 $77.51 $155,020.00
Disclosure

SEC 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.

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April 01, 2020 Filed Apr 3, 2020 20:36 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon Stock 4,900 $66.71 $326,879.00
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.