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 09, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352 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 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. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 196 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 Underlying: Common Stock · 3,904 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. F7 · derivative.underlying_shares: 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, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604 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. F5 · 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 March 7, 2017. 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. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 67 | $44.80 | $3,001.60 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 129 | $44.75 | $5,772.75 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114 F2 · 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 |
| March 07, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 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, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 29 | $43.50 | $1,261.50 |
DisclosureSEC source: 0001209191-17-019675 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019675 · 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 March 7, 2017. 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 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 1,140 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F8 · 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 2, 2017. All RSUs vest 100% on March 2, 2018, subject to attainment of the CICP performance threshold for the year ending December 31, 2017. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 11,253 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,253 Underlying: Common Stock · 11,253 shares Expires 2027-03-02 F7 · shares: 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 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 3,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,410 Underlying: Common Stock · 3,410 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F6 · shares: RSUs vest 20% on March 2, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 844 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,122 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. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,716 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. F1 · shares: Represents 5% vesting on March 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 |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 284 | $44.62 | $12,672.08 |
DisclosureSEC source: 0001209191-17-018401 · 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 F3 · price: Represents the weighted average of the sale prices on March 2, 2017, ranging from $44.60 to $44.65. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 560 | $44.65 | $25,004.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284 F2 · 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 |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844 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 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 232 | $44.50 | $10,324.00 |
DisclosureSEC source: 0001209191-17-018401 · 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 |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 117 | $45.20 | $5,288.40 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018401 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349 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, 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 |
| December 14, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 150 | $0.00 Strike: $15.19 | $0.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,998 shares Expires 2021-12-14 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 14, 2012, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 58 | $36.05 | $2,090.90 |
DisclosureSEC source: 0001209191-16-155225 · 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 |
| December 14, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 92 | $36.00 | $3,312.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58 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 |
| December 14, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 60 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155645 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,164 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 December 14, 2016. The original grant was 1164 restricted stock units, with 20% vesting on December 14, 2012, 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 |
| December 14, 2016 Filed Dec 16, 2016 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 20 | $36.45 | $729.00 |
DisclosureSEC source: 0001209191-16-155645 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155645 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60 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 14, 2016. The original grant was 1164 restricted stock units, with 20% vesting on December 14, 2012, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 646 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,590 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.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 |
| December 13, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 304 | $36.55 | $11,111.20 |
DisclosureSEC source: 0001209191-16-155225 · 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 |
| December 13, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 342 | $36.50 | $12,483.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304 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 |
| December 13, 2016 Filed Dec 14, 2016 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155225 · doc4.xml · nonDerivative · entry 1 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 194 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 Underlying: Common Stock · 3,904 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,966 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. 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 74 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 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. F3 · 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 December 7, 2016. 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, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 258 | $35.85 | $9,249.30 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 57 | $35.90 | $2,046.30 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 137 | $35.85 | $4,911.45 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315 F2 · 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 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 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 243 | $35.90 | $8,723.70 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 600 | $35.85 | $21,510.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501 F2 · 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 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 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 25 | $35.00 | $875.00 |
DisclosureSEC source: 0001209191-16-154460 · 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 |
| December 07, 2016 Filed Dec 9, 2016 22:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154460 · 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 December 7, 2016. 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 02, 2016 Filed Dec 5, 2016 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153386 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,025 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 December 2, 2016. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 101 | $34.85 | $3,519.85 |
DisclosureSEC source: 0001209191-16-153386 · 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 |
| December 02, 2016 Filed Dec 5, 2016 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153386 · 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, 2016. 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 |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 844 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-16-148696 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,809 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, 2015, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 196 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-16-148696 · doc4.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,952 Underlying: Common Stock · 3,904 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. F2 · derivative.exercise_date: Options vested 20% on March 7, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 212 | $32.70 | $6,932.40 |
DisclosureSEC source: 0001209191-16-148696 · 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 |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 632 | $32.65 | $20,634.80 |
DisclosureSEC source: 0001209191-16-148696 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212 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 |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148696 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.