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 |
|---|---|---|---|---|---|---|
| May 06, 2020 Filed May 7, 2020 20:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 313 | $27.24 | $8,526.12 |
DisclosureSEC source: 0001209191-20-027674 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,877 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 |
| March 12, 2020 Filed Mar 13, 2020 20:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018874 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557 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 · shares: Represents 5% vesting on March 12, 2020. 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 |
| March 12, 2020 Filed Mar 13, 2020 20:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 28 | $79.56 | $2,227.68 |
DisclosureSEC source: 0001209191-20-018874 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,564 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 20:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018874 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,592 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 5% vesting on March 12, 2020. 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 |
| March 09, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,306 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 · shares: Represents 5% vesting on March 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 |
| March 09, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 96 | $84.48 | $8,110.08 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,595 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 5% vesting on March 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 |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 Underlying: Common Stock · 390 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 · shares: Represents 20% vesting on March 6, 2020. The original grant was 1,952 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 856 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 856 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 · shares: Represents 100% vesting on March 6, 2020. The original grant was 856 restricted stock units, which were granted March 6, 2019. As part of the Company's 2019 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive his annual bonus in RSUs. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 114 | $87.64 | $9,990.96 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 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 20% vesting on March 6, 2020. The original grant was 1,952 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 259 | $87.64 | $22,698.76 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017822 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,252 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 100% vesting on March 6, 2020. The original grant was 856 restricted stock units, which were granted March 6, 2019. As part of the Company's 2019 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive his annual bonus in RSUs. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,535 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, on share of the issuer's common stock. F1 · shares: Represents 5% vesting on March 5, 2020. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 45 | $91.86 | $4,133.70 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441 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 5% vesting on March 5, 2020. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 6,074 | $0.00 Strike: $90.05 | $0.00 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,074 Underlying: Common Stock · 6,074 shares Expires 2030-03-03 F7 · shares: Options will vest 20% on March 3, 2021, with the remaining 80% in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,533 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533 Underlying: Common Stock · 1,533 shares Expires not disclosed F3 · security: Each restricted stock unit represents the right to receive, following vesting, on share of the issuer's common stock. F6 · shares: RSUs will vest 20% on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 642 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016720 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642 Underlying: Common Stock · 642 shares Expires not disclosed F3 · security: Each restricted stock unit represents the right to receive, following vesting, on share of the issuer's common stock. F4 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 3, 2020. All RSUs vest 100% on March 3, 2021, subject to the attainment of the CICP performance threshold funding for the year ending December 31, 2020. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on March 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 310 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 a 5% vesting on March 2, 2020. The original grant was 6,192 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 60 | $90.50 | $5,430.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373 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 March 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 |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 108 | $90.50 | $9,774.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 23:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016336 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310 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 March 2, 2020. The original grant was 6,192 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 956 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · derivative · entry 13 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,214 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. F7 · shares: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,196 Underlying: Common Stock · 314 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. F6 · shares: 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, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 454 | $77.25 | $35,071.50 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 502 | $77.25 | $38,779.50 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454 F2 · price: Represent 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, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 956 | $25.20 | $24,091.20 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 956 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, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 65 | $77.00 | $5,005.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 320 | $76.50 | $24,480.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 142 | $76.50 | $10,863.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 172 | $76.50 | $13,158.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527 F2 · price: Represent 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, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699 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 12, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on December 12, 2019. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 28 | $75.45 | $2,112.60 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060649 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413 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 5% vesting on December 12, 2019. 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, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 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. F3 · shares: Represents 5% vesting on December 9, 2019. 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, the shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 97 | $76.98 | $7,467.06 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 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, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417 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 5% vesting on December 9, 2019. 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 06, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 843 shares Expires 2025-03-02 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. F7 · derivative.exercise_date: Options vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 438 | $78.00 | $34,164.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90 Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 405 | $78.00 | $31,590.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 F2 · 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 06, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 843 | $20.49 | $17,273.07 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 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 05, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,663 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 · shares: Represents 5% vesting on December 5, 2019. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 337 | $77.00 | $25,949.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 38 | $75.31 | $2,861.78 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059754 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465 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 5% vesting on December 5, 2019. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059056 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,535 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 2, 2019. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. 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.