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 03, 2024 Filed Jun 4, 2024 21:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000116 · wk-form4_1717536992.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,305 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. F1 · shares: Represents a 5% vesting on June 1, 2024, with a release date of June 3, 2024, the first business day following vesting. The original grant was 2,057 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 500 | $63.65 | $31,825.00 |
DisclosureSEC source: 0001013857-24-000108 · wk-form4_1716409161.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 665 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,995 Underlying: Common stock · 665 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 25% vesting on March 7, 2024. The original grant was 2,660 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the remaining three years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,325 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,325 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 7, 2024. The original grant was 1,325 restricted stock units, which were granted on March 7, 2023. As part of the Company's 2023 Corporate Incentive Compensation 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 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 162 | $63.37 | $10,265.94 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,702 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,864 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 a 25% vesting on March 7, 2024. The original grant was 2,660 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the remaining three years. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 356 | $63.37 | $22,559.72 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,199 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000069 · wk-form4_1710193429.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,555 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 100% vesting on March 7, 2024. The original grant was 1,325 restricted stock units, which were granted on March 7, 2023. As part of the Company's 2023 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 98 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 a 5% vesting on March 6, 2024. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 30 | $62.10 | $1,863.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260 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 a 5% vesting on March 6, 2024. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 7,044 | $0.00 Strike: $62.10 | $0.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,044 Underlying: Common stock · 7,044 shares Expires 2034-03-05 F8 · shares: Options will vest 25% on March 5, 2025, with the remaining 75% vesting in equal quarterly installments over the remaining three years. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 3,522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,522 Underlying: Common stock · 3,522 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: RSUs will vest 25% on March 5, 2025, with the remaining 75% vesting in equal quarterly installments over the remaining three years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,008 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000054 · wk-form4_1709853439.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008 Underlying: Common stock · 1,008 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · 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, 2024. All RSUs vest 100% on March 5, 2025, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2024. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on March 3, 2024, with a release date of March 4, 2024, the first business day following vesting. The original grant was 1,533 restricted stock units, with 20% vesting on March 3, 2021, and 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 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423 Underlying: Common stock · 53 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on March 2, 2024, with a release date of March 4, 2024, the first business day following vesting. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, 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 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 23 | $66.61 | $1,532.03 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185 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 a 5% vesting on March 3, 2024, with a release date of March 4, 2024, the first business day following vesting. The original grant was 1,533 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 16 | $66.61 | $1,065.76 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125 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 a 5% vesting on March 2, 2024, with a release date of March 4, 2024, the first business day following vesting. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,234 Underlying: Common stock · 103 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on March 1, 2024. The original grant was 2,057 restricted stock units, with 20% vesting on March 1, 2023, 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 01, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 31 | $65.04 | $2,016.24 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000041 · wk-form4_1709680300.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103 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 a 5% vesting on March 1, 2024. The original grant was 2,057 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,180 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001013857-24-000031 · wk-form4_1708641405.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,980 Underlying: Common stock · 1,180 shares Expires 2032-11-02 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 · shares: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 395 | $64.75 | $25,576.25 |
DisclosureSEC source: 0001013857-24-000031 · wk-form4_1708641405.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 785 | $64.75 | $50,828.75 |
DisclosureSEC source: 0001013857-24-000031 · wk-form4_1708641405.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,180 | $33.90 | $40,002.00 |
DisclosureSEC source: 0001013857-24-000031 · wk-form4_1708641405.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 1,875 | $0.00 Strike: $47.27 | $0.00 |
DisclosureSEC source: 0001013857-24-000019 · wk-form4_1708121613.xml · derivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Underlying: Common stock · 1,875 shares Expires 2033-03-07 F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 7,500 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2023 were met in full, resulting in vesting of the option as to 1,875 shares. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 248 | $52.50 | $13,020.00 |
DisclosureSEC source: 0001013857-23-000229 · wk-form4_1702675820.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 22:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000221 · wk-form4_1702073370.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98 Underlying: Common stock · 97 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 · derivative.exercise_date: Represents a 5% vesting on December 6, 2023. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting 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 |
| December 06, 2023 Filed Dec 8, 2023 22:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $52.63 | $1,263.12 |
DisclosureSEC source: 0001013857-23-000221 · wk-form4_1702073370.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 22:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000221 · wk-form4_1702073370.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272 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 a 5% vesting on December 6, 2023. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383 Underlying: Common stock · 77 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on December 3, 2023, with a release date of December 4, 2023, the first business day following vesting. The original grant was 1,533 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476 Underlying: Common stock · 53 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 2, 2023, with a release date of December 4, 2023, the first business day following vesting. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 19 | $53.30 | $1,012.70 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194 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 a 5% vesting on December 3, 2023, with a release date of December 4, 2023, the first business day following vesting. The original grant was 1,533 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 13 | $53.30 | $692.90 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130 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 a 5% vesting on December 2, 2023, with a release date of December 4, 2023, the first business day following vesting. The original grant was 1,057 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,337 Underlying: Common stock · 103 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on December 1, 2023. The original grant was 2,057 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 26 | $51.98 | $1,351.48 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000211 · wk-form4_1701818517.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103 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 a 5% vesting on December 1, 2023. The original grant was 2,057 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 00:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 4,723 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001013857-23-000203 · wk-form4_1701132749.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,160 Underlying: Common stock · 4,723 shares Expires 2032-11-02 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 · shares: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 00:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,261 | $52.40 | $66,076.40 |
DisclosureSEC source: 0001013857-23-000203 · wk-form4_1701132749.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 00:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 3,462 | $52.40 | $181,408.80 |
DisclosureSEC source: 0001013857-23-000203 · wk-form4_1701132749.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 00:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 4,723 | $33.90 | $160,109.70 |
DisclosureSEC source: 0001013857-23-000203 · wk-form4_1701132749.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 248 | $44.55 | $11,048.40 |
DisclosureSEC source: 0001013857-23-000191 · wk-form4_1694809695.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000181 · wk-form4_1694207021.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195 Underlying: Common stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on September 6, 2023. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $49.41 | $1,185.84 |
DisclosureSEC source: 0001013857-23-000181 · wk-form4_1694207021.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000181 · wk-form4_1694207021.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272 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 a 5% vesting on September 6, 2023. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000174 · wk-form4_1694041391.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460 Underlying: Common stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on September 3, 2023, with a release date of September 5, 2023, the first business day following vesting. The original grant was 1,533 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.