Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | SVP, Chief Accounting Officer | September 16, 2026 | September 17, 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 September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 1,009 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Sale · Disposed 982 · Balance 1,009 |
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 17, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 313 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942 Underlying: Common Stock · 313 shares Expires 2026-09-12 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 · derivative.exercise_date: Options vested 20% on September 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 250 | $132.00 | $33,000.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 F2 · balance_after: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 137 | $129.00 | $17,673.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 176 | $129.00 | $22,704.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 313 | $27.24 | $8,526.12 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253 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 16, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 Underlying: Common Stock · 314 shares Expires 2026-09-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vested 20% on September 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 137 | $127.00 | $17,399.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 177 | $127.00 | $22,479.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:51 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254 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 14, 2020 Filed Dec 15, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279 Underlying: Common Stock · 93 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 · derivative.exercise_date: Represents a 5% vesting on December 12, 2020, with a release date on December 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 42 | $125.23 | $5,259.66 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982 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 a 5% vesting on December 12, 2020, with a release date on December 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 326 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · derivative.exercise_date: Represents a 5% vesting on December 9, 2020. The original grant was 6,527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 145 | $125.34 | $18,174.30 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 889 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034 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: Represents a 5% vesting on December 9, 2020. The original grant was 6,527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 97 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269 Underlying: Common Stock · 97 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: Represents a 5% vesting on December 6, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 127 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152 Underlying: Common Stock · 127 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · derivative.exercise_date: Represents a 5% vesting on December 5, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 44 | $130.78 | $5,754.32 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752 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 a 5% vesting on December 6, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 57 | $130.78 | $7,454.46 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062575 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 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 a 5% vesting on December 5, 2020, with a release date on December 7, 2020, the first business day following the vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061538 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853 Underlying: Common Stock · 170 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 · derivative.exercise_date: Represents a 5% vesting on December 2, 2020. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 76 | $129.97 | $9,877.72 |
DisclosureSEC source: 0001209191-20-061538 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061538 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661 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 a 5% vesting on December 2, 2020. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 956 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-20-060566 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,912 Underlying: Common Stock · 956 shares Expires 2026-03-09 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 · derivative.exercise_date: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 442 | $131.00 | $57,902.00 |
DisclosureSEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 514 | $131.00 | $67,334.00 |
DisclosureSEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 956 | $25.20 | $24,091.20 |
DisclosureSEC source: 0001209191-20-060566 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447 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 14, 2020 Filed Sep 15, 2020 20:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050465 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372 Underlying: Common Stock · 92 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 · derivative.exercise_date: Represents a 5% vesting on September 12, 2020, with a release date of September 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 20:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 41 | $119.66 | $4,906.06 |
DisclosureSEC source: 0001209191-20-050465 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 20:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050465 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 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 a 5% vesting on September 12, 2020, with a release date of September 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653 Underlying: Common Stock · 327 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 146 | $120.01 | $17,521.46 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586 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: Represents a 5% vesting on September 9, 2020. The original grant was 6,527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 Underlying: Common Stock · 98 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: Represents a 5% vesting on September 6, 2020, with a release date of September 8, 2020, the first business day following the vesting. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279 Underlying: Common Stock · 128 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · derivative.exercise_date: Represents a 5% vesting on September 5, 2020, with a release date of September 8, 2020, the first business day following the vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 44 | $124.26 | $5,467.44 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259 Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303 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 a 5% vesting on September 6, 2020, with a release date of September 8, 2020, the first business day following the vesting. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 45 | $124.26 | $5,591.70 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205 Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 20:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049964 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 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 a 5% vesting on September 5, 2020, with a release date of September 8, 2020, the first business day following the vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023 Underlying: Common Stock · 171 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: Represents a 5% vesting on September 2, 2020. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 51 | $132.72 | $6,768.72 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 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 a 5% vesting on September 2, 2020. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,000 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,003 Underlying: Common Stock · 1,000 shares Expires 2027-03-02 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 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 467 | $131.00 | $61,177.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 533 | $131.00 | $69,823.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469 F1 · price: Represents the exercise price of stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,000 | $44.30 | $44,300.00 |
DisclosureSEC source: 0001209191-20-049386 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,002 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 25, 2020 Filed Aug 27, 2020 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,000 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-048543 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 Underlying: Common Stock · 1,000 shares Expires 2027-03-02 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 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 453 | $123.50 | $55,945.50 |
DisclosureSEC source: 0001209191-20-048543 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 547 | $123.50 | $67,554.50 |
DisclosureSEC source: 0001209191-20-048543 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455 F1 · price: Represents the exercise price of the stock options referenced to Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. 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.