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 |
|---|---|---|---|---|---|---|
| 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 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,494 Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009690 · doc5.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,000 Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053866 · doc4.xml · derivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044 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 September 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 |
| September 21, 2017 Filed Sep 25, 2017 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 522 | $57.45 | $29,988.90 |
DisclosureSEC source: 0001209191-17-053866 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,814 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 25% vesting on September 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 |
| September 21, 2017 Filed Sep 25, 2017 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053866 · 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 |
| September 21, 2017 Filed Sep 25, 2017 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053866 · 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 |
| August 01, 2017 Filed Aug 3, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 8,000 | $59.97 | $479,760.00 |
DisclosureSEC source: 0001209191-17-047453 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,292 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 August 1, 2017, ranging from $59.75 to $60.35. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,200 | $59.97 | $191,904.00 |
DisclosureSEC source: 0001209191-17-047453 · 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 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 August 1, 2017, ranging from $59.75 to $60.35. F3 · ownership.nature: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047453 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,000 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 14,000 | $57.90 | $810,600.00 |
DisclosureSEC source: 0001209191-17-043719 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,292 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 July 3, 2017, ranging from $57.40 to $58.58. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,600 | $57.90 | $324,240.00 |
DisclosureSEC source: 0001209191-17-043719 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 47,948 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 July 3, 2017, ranging from $57.40 to $58.58. F3 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043719 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,000 Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 523 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041730 · doc4.xml · derivative · entry 5 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566 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 June 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041730 · doc4.xml · derivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,089 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. F4 · shares: Represents a grant of 2,089 restricted stock units on June 21, 2017, 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 three 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 21, 2017 Filed Jun 23, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 523 | $59.86 | $31,306.78 |
DisclosureSEC source: 0001209191-17-041730 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,292 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 25% vesting on June 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 |
| June 21, 2017 Filed Jun 23, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041730 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 53,548 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 |
| June 21, 2017 Filed Jun 23, 2017 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041730 · 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 |
| June 01, 2017 Filed Jun 5, 2017 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 14,000 | $58.24 | $815,360.00 |
DisclosureSEC source: 0001209191-17-037864 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,769 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 June 1, 2017, ranging from $57.80 to $58.65. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,600 | $58.24 | $326,144.00 |
DisclosureSEC source: 0001209191-17-037864 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 53,548 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 June 1, 2017, ranging from $57.80 to $58.65. F3 · balance_after: Shares owned by the Jones Family Foundation, to which Mr. Jones has no pecuniary interest. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037864 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,010 Read SEC document |
| May 15, 2017 Filed May 17, 2017 22:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 14,000 | $55.65 | $779,100.00 |
DisclosureSEC source: 0001209191-17-033348 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,769 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 May 15, 2017, ranging from $55.00 to $55.95. Read SEC document |
| May 15, 2017 Filed May 17, 2017 22:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,600 | $55.65 | $311,640.00 |
DisclosureSEC source: 0001209191-17-033348 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 59,148 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 May 15, 2017, ranging from $55.00 to $55.95. F3 · balance_after: Shares owned by the Jones Family Foundation, as to which Mr. Jones has no pecuniary interest. Read SEC document |
| May 15, 2017 Filed May 17, 2017 22:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033348 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,010 Read SEC document |
| May 15, 2017 Filed Jun 5, 2017 21:26 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 14,000 | $55.65 | $779,100.00 |
DisclosureSEC source: 0001209191-17-037859 · doc4a.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,769 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 May 15, 2017, ranging from $55.00 and $55.95. Read SEC document |
| May 15, 2017 Filed Jun 5, 2017 21:26 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,600 | $55.65 | $311,640.00 |
DisclosureSEC source: 0001209191-17-037859 · doc4a.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 59,148 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 May 15, 2017, ranging from $55.00 and $55.95. F3 · balance_after: Shares owned by the Jones Family Foundation, of which Mr. Jones has no pecuniary interest. Read SEC document |
| May 15, 2017 Filed Jun 5, 2017 21:26 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037859 · doc4a.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,010 Read SEC document |
| May 12, 2017 Filed Jun 5, 2017 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,000 | $55.84 | $279,200.00 |
DisclosureSEC source: 0001209191-17-037851 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578,769 F2 · price: Represents the weighted average of the sale prices on May 12, 2017, ranging from $55.80 and $55.95. Read SEC document |
| May 12, 2017 Filed Jun 5, 2017 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037851 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 64,748 F1 · balance_after: Shares owned by the Jones Family Foundation, to which Mr. Jones has no pecuniary interest. Read SEC document |
| May 12, 2017 Filed Jun 5, 2017 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037851 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 219,010 Read SEC document |
| March 21, 2017 Filed Mar 23, 2018 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021502 · 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 · 522 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 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020583 · doc4.xml · derivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,603 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 March 10, 2017. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, 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 |
| March 10, 2017 Filed Mar 14, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020583 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 25% vesting on March 10, 2017. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020583 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 64,748 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. The total shares held by the Jones Family Foundation has been recalculated and adjusted to reflect the correct number held. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155227 · doc4.xml · derivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 4,603 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 10, 2016, with a release date of December 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, 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 12, 2016 Filed Dec 14, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155227 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,611 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 25% vesting on December 10, 2016, with a release date of December 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155227 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 65,109 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, to which Mr. Jones has no pecuniary interest. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 600 | $28.60 | $17,160.00 |
DisclosureSEC source: 0001209191-16-142637 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,460 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 |
| September 21, 2016 Filed Sep 23, 2016 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 300 | $28.60 | $8,580.00 |
DisclosureSEC source: 0001209191-16-142637 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 65,109 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 · balance_after: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,200 | $28.18 | $33,816.00 |
DisclosureSEC source: 0001209191-16-142277 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,060 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 September 20, 2016, ranging from $28.09 to $28.31. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 600 | $28.18 | $16,908.00 |
DisclosureSEC source: 0001209191-16-142277 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 65,409 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 September 20, 2016, ranging from $28.09 to $28.31. F3 · ownership.nature: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 666 | $28.02 | $18,661.32 |
DisclosureSEC source: 0001209191-16-142277 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,260 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 September 19, 2016, ranging from $28.01 to $28.06. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 20:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 334 | $28.02 | $9,358.68 |
DisclosureSEC source: 0001209191-16-142277 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 66,009 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 September 19, 2016, ranging from $28.01 to $28.06. F3 · ownership.nature: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Sale9/16/2016 | 2,667 | $28.00 | $74,676.00 |
DisclosureSEC source: 0001209191-16-142039 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,926 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 September 16, 2016, ranging from $28.00 to $28.01. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Sale9/16/2016 | 1,333 | $28.00 | $37,324.00 |
DisclosureSEC source: 0001209191-16-142039 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 66,343 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 September 16, 2016, ranging from $28.00 to $28.01. F3 · balance_after: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 400 | $27.87 | $11,148.00 |
DisclosureSEC source: 0001209191-16-141776 · doc4.xml · nonDerivative · entry 4 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,593 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 |
| September 15, 2016 Filed Sep 16, 2016 20:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 200 | $27.87 | $5,574.00 |
DisclosureSEC source: 0001209191-16-141776 · doc4.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 67,676 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 · balance_after: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 800 | $27.23 | $21,784.00 |
DisclosureSEC source: 0001209191-16-141776 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,993 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 September 14, 2016, ranging from $27.01 to $27.46. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 400 | $27.23 | $10,892.00 |
DisclosureSEC source: 0001209191-16-141776 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 67,876 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 September 14, 2016, ranging from $27.01 to $27.46. F3 · balance_after: Shares owned by the Jones Family Foundation, as which Mr. Jones has no pecuniary interest. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141126 · doc4.xml · derivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 Underlying: Common Stock · 4,603 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on September 10, 2016, with a release date of September 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141126 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,793 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 10, 2016, with a release date of September 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. 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.