person · Reporting owner

JONES RICHARD H

Disclosed activity across 1 company

Tapewire entity: 22472
SEC CIK: 0001222574

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 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 2036-08-15	Direct	7,947	Reported balance After 2026-08-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source 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-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 row Row 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 row Row 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 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

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 12, 2016 Filed Sep 13, 2016 20:02 UTC	PEGASYSTEMS INC PEGA · Entity 309	Exercise / conversionCommon Stock	0	$0.00	$0.00	Disclosure SEC source: 0001209191-16-141126 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 68,276 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
September 06, 2016 Filed Sep 8, 2016 20:44 UTC	PEGASYSTEMS INC PEGA · Entity 309	SaleCommon Stock	400	$26.30	$10,520.00	Disclosure SEC source: 0001209191-16-140574 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,642 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 06, 2016 Filed Sep 8, 2016 20:44 UTC	PEGASYSTEMS INC PEGA · Entity 309	SaleCommon Stock	200	$26.30	$5,260.00	Disclosure SEC source: 0001209191-16-140574 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 68,276 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 02, 2016 Filed Sep 6, 2016 20:53 UTC	PEGASYSTEMS INC PEGA · Entity 309	SaleCommon Stock	400	$26.13	$10,452.00	Disclosure SEC source: 0001209191-16-140104 · doc4.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,042 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 2, 2016, ranging from $26.10 to $26.21. Read SEC document
September 02, 2016 Filed Sep 6, 2016 20:53 UTC	PEGASYSTEMS INC PEGA · Entity 309	SaleCommon Stock	200	$26.13	$5,226.00	Disclosure SEC source: 0001209191-16-140104 · doc4.xml · nonDerivative · entry 1 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Jones Family Foundation Disclosed balance after: 68,476 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 2, 2016, ranging from $26.10 to $26.21. F3 · balance_after: Shares owned by the Jones Family Foundation, as 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.