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 |
|---|---|---|---|---|---|---|
| June 06, 2018 Filed Jun 8, 2018 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-18-036707 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,905 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. F5 · 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 |
| June 06, 2018 Filed Jun 8, 2018 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 722 | $65.11 | $47,009.42 |
DisclosureSEC source: 0001209191-18-036707 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314 F2 · price: Represents the weighted average of the sale prices, ranging from $65.00 to $65.25. 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. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 436 | $65.00 | $28,340.00 |
DisclosureSEC source: 0001209191-18-036707 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Kra's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 843 | $20.49 | $17,273.07 |
DisclosureSEC source: 0001209191-18-036707 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,472 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 |
| June 04, 2018 Filed Jun 5, 2018 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-18-035822 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,392 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. F3 · 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 |
| June 04, 2018 Filed Jun 5, 2018 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 125 | $63.18 | $7,897.50 |
DisclosureSEC source: 0001209191-18-035822 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 189 | $63.15 | $11,935.35 |
DisclosureSEC source: 0001209191-18-035822 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418 F1 · 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 |
| June 04, 2018 Filed Jun 5, 2018 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-18-035822 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607 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 |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,558 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 June 2, 2018, with a release date of June 4, 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 |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,168 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. 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 June 2, 2018, with a release date of June 4, 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 |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 51 | $62.30 | $3,177.30 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 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 June 2, 2018, with a release date of June 4, 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 |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 92 | $62.30 | $5,731.60 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510 Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036157 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 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 June 2, 2018, with a release date of June 4, 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 |
| May 30, 2018 Filed Jun 1, 2018 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 956 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-18-034694 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,427 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 |
| May 30, 2018 Filed Jun 1, 2018 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 403 | $62.73 | $25,280.19 |
DisclosureSEC source: 0001209191-18-034694 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 553 | $62.65 | $34,645.45 |
DisclosureSEC source: 0001209191-18-034694 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696 F1 · 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 |
| May 30, 2018 Filed Jun 1, 2018 20:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 956 | $25.20 | $24,091.20 |
DisclosureSEC source: 0001209191-18-034694 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249 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, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 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. 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 March 12, 2018. 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 4 years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 28 | $62.85 | $1,759.80 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293 F3 · balance_after: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321 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 12, 2018. 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 4 years. Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 608 | $63.00 | $38,304.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 8 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 options awards. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,917 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 March 9, 2018. 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 4 years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 97 | $62.70 | $6,081.90 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019325 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326 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 9, 2018. 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 4 years. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 194 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976 Underlying: Common Stock · 194 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. F6 · 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 |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302 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. F4 · security: Each restricted stock unit ("RSU") represents the right to receive, following vesting, one share of Pegasystems Inc.'s (the "Company") common stock. F1 · shares: Represents 5% vesting on March 7, 2018. The original grant was 1,508 restricted stock units, with 20% vesting on March 7, 2015, 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 |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $62.85 | $31,425.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $63.00 | $31,500.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,108 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 92 | $62.23 | $5,725.16 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 102 | $60.20 | $6,140.40 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 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 |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 194 | $20.05 | $3,889.70 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 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 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 23 | $60.85 | $1,399.55 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018557 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,631 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 7, 2018. The original grant was 1,508 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 |
| March 06, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,250 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 20 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,003 Underlying: Common Stock · 2,250 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. F13 · derivative.exercise_date: Options vest 20% on March 2, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 500 | $60.53 | $30,265.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 13 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,555 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 417 | $60.12 | $25,070.04 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 F3 · price: Represents the weighted average of the sale prices on March 6, 2018, ranging from $60.12 to $60.13. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,833 | $60.10 | $110,163.30 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,250 | $44.30 | $99,675.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,305 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 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,296 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 19 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,296 shares Expires 2022-12-12 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. F12 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 196 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 18 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170 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. F11 · 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 |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,687 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 17 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748 Underlying: Common Stock · 1,687 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. F10 · 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 |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 16 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock · 890 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the Company's common stock. F9 · 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 5, 2018. All RSUs vest 100% on March 5, 2019, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2018. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 8,233 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 15 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,233 Underlying: Common Stock · 8,233 shares Expires 2028-03-05 F8 · shares: Stock options will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · derivative · entry 14 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,558 Underlying: Common Stock · 2,558 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the Company's common stock. F6 · shares: RSUs will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 742 | $58.93 | $43,726.06 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 554 | $58.90 | $32,630.60 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,797 F1 · 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 Pegasystems Inc. (the "Company") of shares of equal value. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,296 | $11.05 | $14,320.80 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 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 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 91 | $58.75 | $5,346.25 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 105 | $58.75 | $6,168.75 |
DisclosureSEC source: 0001209191-18-017801 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,146 F1 · 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 Pegasystems Inc. (the "Company") of 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.