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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 7,100 | $68.38 | $485,498.00 |
DisclosureSEC source: 0001209191-20-023163 · 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: 109,910 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 $67.98 to $68.69. 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 |
| March 02, 2020 Filed Mar 4, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,286 | $89.08 | $381,796.88 |
DisclosureSEC source: 0001209191-20-016167 · 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: 117,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sale prices on March 2, 2020, ranging from $88.89 to $89.30. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 7,014 | $89.84 | $630,137.76 |
DisclosureSEC source: 0001209191-20-016167 · 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: 121,296 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 on March 2, 2020, ranging from $89.33 to $90.31. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,700 | $90.68 | $244,836.00 |
DisclosureSEC source: 0001209191-20-016167 · 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: 128,310 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of the sale prices on March 2, 2020, ranging from $90.35 to $91.33. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 300 | $87.65 | $26,295.00 |
DisclosureSEC source: 0001209191-20-006907 · 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: 131,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act, as amended. F3 · price: Represents the weighted average of the sale prices on February 3, 2020, ranging from $87.64 to $87.65. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 13,700 | $87.35 | $1,196,695.00 |
DisclosureSEC source: 0001209191-20-006907 · 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: 131,310 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act, as amended. F2 · price: Represents the weighted average of the sale prices on February 3, 2020, ranging from $86.63 to $87.59. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $80.22 | $240,660.00 |
DisclosureSEC source: 0001209191-20-000985 · 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: 145,010 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 January 2, 2020, ranging from $80.07 to $80.39. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $80.16 | $240,480.00 |
DisclosureSEC source: 0001209191-20-000985 · 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: 148,010 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 January 2, 2020, ranging from $80.06 to $80.41. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 8,000 | $80.01 | $640,080.00 |
DisclosureSEC source: 0001209191-20-000985 · 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: 151,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 12, 2019 Filed Feb 14, 2020 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009764 · doc5.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 57,590 F2 · shares: Gift of 10,000 shares from the Richard H. Jones Revocable Trust to The Jones Family Foundation. F3 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| December 12, 2019 Filed Feb 14, 2020 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009764 · doc5.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: 479,169 F2 · shares: Gift of 10,000 shares from the Richard H. Jones Revocable Trust to The Jones Family Foundation. Read SEC document |
| December 12, 2019 Filed Feb 14, 2020 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009764 · doc5.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 489,169 F1 · shares: Donation made to a charitable organization. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,000 | $77.51 | $310,040.00 |
DisclosureSEC source: 0001209191-19-059145 · 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: 159,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,900 | $77.33 | $146,927.00 |
DisclosureSEC source: 0001209191-19-059145 · 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: 163,010 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 December 2, 2019, ranging from $77.04 to $77.51. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,100 | $76.28 | $83,908.00 |
DisclosureSEC source: 0001209191-19-059145 · 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: 164,910 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 December 2, 2019, ranging from $76.01 to $76.89. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 11,000 | $77.51 | $852,610.00 |
DisclosureSEC source: 0001209191-19-057611 · 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: 166,010 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 on November 19, 2019, ranging from $77.51 to $77.54. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 18, 2019 Filed Feb 14, 2020 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 1,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009764 · doc5.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 490,497 F1 · shares: Donation made to a charitable organization. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $75.26 | $225,780.00 |
DisclosureSEC source: 0001209191-19-055227 · 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: 177,010 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 on November 1, 2019, ranging from $74.97 and $75.59. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $68.55 | $205,650.00 |
DisclosureSEC source: 0001209191-19-052334 · 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: 180,010 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 on October 1, 2019, ranging from $68.21 to $68.84. The individual has provided the company, and undertakes to provide to the staff of the Securities and Exchange Commission or to any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $69.26 | $207,780.00 |
DisclosureSEC source: 0001209191-19-048495 · 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: 183,010 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 20:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,963 | $0.00 Strike: $69.59 | $0.00 |
DisclosureSEC source: 0001209191-19-046310 · doc4.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,963 Underlying: Common Stock · 4,963 shares Expires 2029-08-15 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. 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 15, 2019 Filed Aug 16, 2019 20:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046310 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,544 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 |
| August 12, 2019 Filed Aug 14, 2019 21:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $70.83 | $212,490.00 |
DisclosureSEC source: 0001209191-19-045966 · 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: 186,010 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $70.79 to $70.86. 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 |
| June 07, 2019 Filed Jun 10, 2019 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,300 | $70.71 | $233,343.00 |
DisclosureSEC source: 0001209191-19-035806 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 47,590 F3 · price: Represents the weighted average of the sale prices, ranging from $70.7 to $70.75. 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 |
| June 06, 2019 Filed Jun 10, 2019 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,700 | $71.59 | $121,703.00 |
DisclosureSEC source: 0001209191-19-035806 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 50,890 F1 · price: Represents the weighted average of the sale prices, ranging from $71.50 to $71.67. 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 |
| March 28, 2019 Filed Apr 1, 2019 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021983 · doc4.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 570 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021983 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,107 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 25% vesting on March 28, 2019. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,000 | $65.10 | $325,500.00 |
DisclosureSEC source: 0001209191-19-020121 · doc4.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 52,590 F3 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 10,000 | $65.25 | $652,500.00 |
DisclosureSEC source: 0001209191-19-020121 · 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: 189,010 F2 · ownership.nature: Amends prior forms to clarify that the indirect beneficial ownership of the shares previously allocated to Patricia K. Jones GRAT and Spouse is allocated to the Patricia Jones Revocable Trust. Read SEC document |
| March 07, 2019 Filed Mar 18, 2019 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 10,000 | $64.42 | $644,200.00 |
DisclosureSEC source: 0001209191-19-020121 · 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: 199,010 F1 · price: Represents the weighted average of the sale prices, ranging from $64.39 to $64.43. 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: Amends prior forms to clarify that the indirect beneficial ownership of the shares previously allocated to Patricia K. Jones GRAT and Spouse is allocated to the Patricia Jones Revocable Trust. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 21:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000300 · doc4.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570 Underlying: Common Stock · 571 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 25% vesting on December 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 21:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000300 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,537 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 25% vesting on December 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053337 · doc4.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,141 Underlying: Common Stock · 571 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 25% vesting on September 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053337 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,966 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 25% vesting on September 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $64.00 | $96,000.00 |
DisclosureSEC source: 0001209191-18-051131 · doc4.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 59,590 F1 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 7,500 | $64.00 | $480,000.00 |
DisclosureSEC source: 0001209191-18-051131 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 9,010 Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $64.00 | $32,000.00 |
DisclosureSEC source: 0001209191-18-050872 · doc4.xml · nonDerivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 61,090 F1 · price: Represents the weighted average of the sale prices, ranging from $64.00 to $64.05. 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 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 20:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,500 | $64.00 | $160,000.00 |
DisclosureSEC source: 0001209191-18-050872 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 16,510 F1 · price: Represents the weighted average of the sale prices, ranging from $64.00 to $64.05. 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 |
| August 28, 2018 Filed Aug 29, 2018 20:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 10,000 | $62.87 | $628,700.00 |
DisclosureSEC source: 0001209191-18-048819 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 206,192 F2 · price: Represents the weighted average of the sale prices, ranging from $62.75 to $63.08. 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 28, 2018 Filed Jun 29, 2018 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040047 · doc4.xml · derivative · entry 7 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,712 Underlying: Common Stock · 571 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 25% vesting on June 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 28, 2018 Filed Jun 29, 2018 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,283 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040047 · doc4.xml · derivative · entry 6 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,283 Underlying: Common Stock · 2,283 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. F4 · shares: Represents a grant of 2,283 restricted stock units on June 28, 2018, in consideration for Mr. Jones' service as a member of the Company's Board of Directors. These restricted stock units will vest in equal quarterly amounts over the next four quarters, with the first 25% vesting immediately. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 28, 2018 Filed Jun 29, 2018 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 571 | $54.76 | $31,267.96 |
DisclosureSEC source: 0001209191-18-040047 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,395 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 25% vesting on June 28, 2018. Original grant was 2,283 restricted stock units, with 25% vesting immediately on June 28, 2018, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| May 29, 2018 Filed May 31, 2018 21:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,000 | $61.40 | $122,800.00 |
DisclosureSEC source: 0001209191-18-034417 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Richard H. Jones Revocable Trust Disclosed balance after: 216,192 F1 · balance_after: The Form 4 filed on March 23, 2018 is amended by this Form 4 amendment to clarify the number of shares held directly and indirectly by Mr. Jones. Read SEC document |
| May 29, 2018 Filed Mar 18, 2019 23:09 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,000 | $61.40 | $122,800.00 |
DisclosureSEC source: 0001209191-19-020116 · doc4a.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 59,590 F1 · ownership.nature: The Form 4 filed on May 31,2018 is being amended to correct that 2000 shares were sold on May 29, 2018 by the Jones Family foundation rather than the Richard H. Jones Revocable Trust. All forms filed after March 31, 2018 understated the ownership of Richard H. Jones Revocable Trust by 2,000 shares. F2 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021502 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 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 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067243 · doc4.xml · derivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 Underlying: Common Stock · 2,089 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F2 · shares: Represents 25% vesting on December 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Disposition to issuerCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067243 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,336 F2 · shares: Represents 25% vesting on December 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067243 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 44,748 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067243 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 16,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009690 · doc5.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 61,590 F1 · shares: Gift of 16,842 shares on December 21, 2017 from the Richard D. Jones Revocable Trust to The Jones Family Foundation. F2 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. 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.