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 |
|---|---|---|---|---|---|---|
| September 11, 2017 Filed Sep 13, 2017 21:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 107 | $55.65 | $5,954.55 |
DisclosureSEC source: 0001209191-17-052669 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 21:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052669 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585 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 September 9, 2017, with a release date of September 11, 2017, 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 |
| September 07, 2017 Filed Sep 11, 2017 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 74 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052271 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454 Underlying: Common Stock · 1,508 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 7, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 25 | $56.25 | $1,406.25 |
DisclosureSEC source: 0001209191-17-052271 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052271 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283 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 September 7, 2017. 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 |
| September 05, 2017 Filed Sep 7, 2017 20:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051885 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,096 Underlying: Common Stock · 6,192 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 2, 2017, with a release date of September 5, 2017, 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 101 | $57.65 | $5,822.65 |
DisclosureSEC source: 0001209191-17-051885 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051885 · 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 September 2, 2017, with a release date of September 5, 2017, 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 |
| August 30, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 646 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 Underlying: Common Stock · 12,942 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. F3 · 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 |
| August 30, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 350 | $56.00 | $19,600.00 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 30, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 296 | $55.95 | $16,561.20 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 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 |
| August 30, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 956 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,339 Underlying: Common Stock · 19,118 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. F2 · 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 |
| August 29, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 354 | $55.85 | $19,770.90 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 602 | $55.85 | $33,621.70 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354 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 |
| August 29, 2017 Filed Aug 31, 2017 20:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050905 · doc4.xml · nonDerivative · entry 1 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 |
| June 16, 2017 Filed Jun 20, 2017 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 220 | $59.35 | $13,057.00 |
DisclosureSEC source: 0001209191-17-041112 · 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 Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896 Underlying: Common Stock · 6,527 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 Pegasystems Inc.'s common stock. F3 · shares: Represents 5% vesting on June 9, 2017. 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 |
| June 09, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 106 | $63.65 | $6,746.90 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220 Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 7 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. F3 · shares: Represents 5% vesting on June 9, 2017. 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 |
| June 08, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 194 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,368 Underlying: Common Stock · 3,904 shares Expires 2025-03-07 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 |
| June 08, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 51 | $63.25 | $3,225.75 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 89 | $63.15 | $5,620.35 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 105 | $63.10 | $6,625.50 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140 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 |
| June 08, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245 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 07, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 Underlying: Common Stock · 1,508 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 Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on June 7, 2017. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 25 | $60.60 | $1,515.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038914 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76 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 7, 2017. 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 |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 Underlying: Common Stock · 6,192 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 Pegasystems Inc.'s common stock. F2 · shares: Represents 5% vesting on June 2, 2017. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,279 Underlying: Common Stock · 16,870 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 |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 209 | $59.85 | $12,508.65 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 4 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. F2 · shares: Represents 5% vesting on June 2, 2017. 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 |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 372 | $59.15 | $22,003.80 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 471 | $59.12 | $27,845.52 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372 F1 · price: 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 02, 2017 Filed Jun 5, 2017 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037868 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843 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 |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,823 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,295 Underlying: Common Stock · 19,118 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.underlying_shares: Options vest 20% on March 9, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 648 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,942 Underlying: Common Stock · 12,942 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. F2 · derivative.underlying_shares: Options vest 20% on December 12, 2013, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,765 | $56.00 | $98,840.00 |
DisclosureSEC source: 0001209191-17-032842 · 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 |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,346 | $52.69 | $70,920.74 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,477 | $52.65 | $130,414.05 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,111 F1 · price: 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 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,588 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 |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 345 | $52.65 | $18,164.25 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 303 | $52.65 | $15,952.95 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110 F1 · price: 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 12, 2017 Filed May 16, 2017 21:53 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032842 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,413 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. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · derivative · entry 13 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,288 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 Pegasystems Inc.'s common stock. F4 · shares: Represents 100% vesting on March 9, 2017. The original grant was 1,288 restricted stock units, which were granted on March 9, 2016. As part of the Company's 2016 Corporate Incentive Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,305 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,222 Underlying: Common Stock · 6,527 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 Pegasystems Inc.'s common stock. F3 · shares: Represents 20% vesting on March 9, 2017. 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. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 407 | $43.85 | $17,846.95 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 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 100% vesting on March 9, 2017. The original grant was 1,288 restricted stock units, which were granted on March 9, 2016. As part of the Company's 2016 Corporate Incentive Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 468 | $43.85 | $20,521.80 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 884 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.