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 |
|---|---|---|---|---|---|---|
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 151 | $64.84 | $9,790.84 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,017 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,168 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 · shares: Represents 20% vesting on March 5, 2019. The original grant was 2,558 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 259 | $64.84 | $16,793.56 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657 Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,916 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 100% vesting on March 5, 2019. The original grant was 890 restricted stock units, which were granted on March 5, 2018. As part of the Company's 2018 Corporate Incentive Plan (CICP), Mr. Kouninis elected to receive his annual bonus in RSUs. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,046 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents 5% vesting on March 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239 Underlying: Common Stock · 309 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. F6 · 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 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 49 | $66.32 | $3,249.68 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075 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 5% vesting on March 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. 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 4 years. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 89 | $66.32 | $5,902.48 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017497 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993 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 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. 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 4 years. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,451 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. F4 · derivative.exercise_date: Options vest 20% on September 12, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 955 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,038 Underlying: Common Stock · 955 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 vest 20% on March 9, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 130 | $66.00 | $8,580.00 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 184 | $66.03 | $12,149.52 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 385 | $66.00 | $25,410.00 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 570 | $66.03 | $37,637.10 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 955 | $25.20 | $24,066.00 |
DisclosureSEC source: 0001209191-19-015648 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,639 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 |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 196 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370 Underlying: Common Stock · 196 shares Expires 2024-03-07 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 7, 2015, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,218 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. F3 · 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 |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 88 | $65.50 | $5,764.00 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 108 | $65.50 | $7,074.00 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 196 | $20.05 | $3,929.80 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 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 |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 377 | $65.50 | $24,693.50 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 466 | $65.50 | $30,523.00 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 843 | $20.49 | $17,273.07 |
DisclosureSEC source: 0001209191-19-014078 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,527 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, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,021 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. F2 · shares: Represents 5% vesting on December 9, 2018, with a release date of December 12, 2018, the first business day following the vesting. The original grant was 1856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 12, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 28 | $50.03 | $1,400.84 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 12, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · nonDerivative · entry 3 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. F2 · shares: Represents 5% vesting on December 9, 2018, with a release date of December 12, 2018, the first business day following the vesting. The original grant was 1856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,938 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. 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 9, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 6527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 97 | $49.83 | $4,833.51 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619 Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062315 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716 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 9, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 6527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061999 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76 Underlying: Common Stock · 76 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 December 7, 2018. The original grant was 1508 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 23 | $51.60 | $1,186.80 |
DisclosureSEC source: 0001209191-18-061999 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061999 · 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 7, 2018. The original grant was 1508 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061365 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217 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 5% vesting on December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 3410 restricted stock units, with 20% vesting on March 2, 2018 and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061365 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548 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 5% vesting on December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 6192 restricted stock units, with 20% vesting on March 2, 2016 and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholding12/03/2018 | 51 | $53.99 | $2,753.49 |
DisclosureSEC source: 0001209191-18-061365 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversion12/03/2018 | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061365 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388 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 5% vesting on December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 3410 restricted stock units, with 20% vesting on March 2, 2018 and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholding12/03/2018 | 92 | $53.99 | $4,967.08 |
DisclosureSEC source: 0001209191-18-061365 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061365 · 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 5% vesting on December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 6192 restricted stock units, with 20% vesting on March 2, 2016 and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 14, 2018 Filed Sep 19, 2018 20:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 173 | $64.50 | $11,158.50 |
DisclosureSEC source: 0001209191-18-051630 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 478 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,993 Underlying: Common Stock · 478 shares Expires 2026-03-12 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. F8 · derivative.exercise_date: Options vested 20% on March 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,765 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. F7 · 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 |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 455 | $65.31 | $29,716.05 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 F3 · price: Represents the weighted average of the sale prices, ranging from $65.00 to $65.75. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 272 | $65.25 | $17,748.00 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628 F2 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis' tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 478 | $25.20 | $12,045.60 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 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 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 186 | $65.00 | $12,090.00 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422 F2 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kouninis' tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608 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 12, 2018 Filed Sep 14, 2018 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051099 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114 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. 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 September 12, 2018. The original grant was 1856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F6 · 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.