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 | 14,500 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 3,868 · Balance 14,500 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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 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. |
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 |
|---|---|---|---|---|---|---|
| March 30, 2017 Filed May 30, 2017 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036170 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,848 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020327 · doc4.xml · derivative · entry 2 WEBER LARRY · CIK 0001330532 · 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. 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 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,150 | $43.45 | $49,967.50 |
DisclosureSEC source: 0001209191-17-020327 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,998 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 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 01, 2017 Filed Mar 3, 2017 21:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $45.05 | $67,575.00 |
DisclosureSEC source: 0001209191-17-017539 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,848 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155220 · doc4.xml · derivative · entry 2 WEBER LARRY · CIK 0001330532 · 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. 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 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. F3 · 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 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155220 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,348 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 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 |
| November 07, 2016 Filed Nov 9, 2016 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,500 | $32.95 | $82,375.00 |
DisclosureSEC source: 0001209191-16-149112 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,197 Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141175 · doc4.xml · derivative · entry 2 WEBER LARRY · CIK 0001330532 · 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 20:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141175 · doc4.xml · nonDerivative · entry 1 WEBER LARRY · CIK 0001330532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,697 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.