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 |
|---|---|---|---|---|---|---|
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 51 | $32.70 | $1,667.70 |
DisclosureSEC source: 0001209191-16-148696 · 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 |
| November 04, 2016 Filed Nov 7, 2016 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 145 | $32.65 | $4,734.25 |
DisclosureSEC source: 0001209191-16-148696 · 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 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 | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148696 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 150 | $0.00 Strike: $15.19 | $0.00 |
DisclosureSEC source: 0001209191-16-141778 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 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 |
| September 15, 2016 Filed Sep 16, 2016 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 84 | $27.37 | $2,299.08 |
DisclosureSEC source: 0001209191-16-141778 · 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 F2 · price: Represents the weighted average of the sale prices on September 15, 2016, ranging from $27.37 to $27.38. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 105 | $27.36 | $2,872.80 |
DisclosureSEC source: 0001209191-16-141778 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84 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 |
| September 15, 2016 Filed Sep 16, 2016 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141778 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 14, 2016 Filed Sep 14, 2016 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 58 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141455 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60 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 September 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 |
| September 14, 2016 Filed Sep 14, 2016 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 19 | $26.92 | $511.48 |
DisclosureSEC source: 0001209191-16-141455 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39 Read SEC document |
| September 14, 2016 Filed Sep 14, 2016 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141455 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58 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 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 |
| September 12, 2016 Filed Sep 13, 2016 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 648 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-16-141187 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,236 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 |
| September 12, 2016 Filed Sep 13, 2016 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 256 | $26.76 | $6,850.56 |
DisclosureSEC source: 0001209191-16-141187 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 392 | $26.75 | $10,486.00 |
DisclosureSEC source: 0001209191-16-141187 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256 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 |
| September 12, 2016 Filed Sep 13, 2016 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141187 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 51 | $26.76 | $1,364.76 |
DisclosureSEC source: 0001209191-16-141187 · 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 |
| September 12, 2016 Filed Sep 14, 2016 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,856 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141455 · doc4.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,856 Underlying: Common Stock · 1,856 shares Expires not disclosed F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F5 · shares: All RSUs vest 20% on September 12, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 6,274 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-16-141455 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,274 Underlying: Common Stock · 6,274 shares Expires 2026-09-12 F4 · shares: All options vest 20% on September 12, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140786 · doc4.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754 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. F2 · shares: Represents 5% vesting on September 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 |
| September 07, 2016 Filed Sep 9, 2016 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 25 | $26.29 | $657.25 |
DisclosureSEC source: 0001209191-16-140786 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51 Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140786 · doc4.xml · nonDerivative · entry 2 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. F2 · shares: Represents 5% vesting on September 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 |
| September 07, 2016 Filed Sep 9, 2016 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 224 | $26.43 | $5,920.32 |
DisclosureSEC source: 0001209191-16-140786 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the weighted average of the sale prices on September 7, 2016, ranging from $26.43 to $26.44. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140113 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,335 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, 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 |
| September 02, 2016 Filed Sep 6, 2016 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 101 | $25.85 | $2,610.85 |
DisclosureSEC source: 0001209191-16-140113 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140113 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 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, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.