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 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 13 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 461 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. F2 · shares: Represents 100% vesting on March 2, 2022. The original grant was 461 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 171 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 2, 2022. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 63 | $85.40 | $5,380.20 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,626 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 20% vesting on March 2, 2022. The original grant was 1,057 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 137 | $85.40 | $11,699.80 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,552 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 100% vesting on March 2, 2022. The original grant was 461 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 51 | $85.40 | $4,355.40 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,091 Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 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 2, 2022. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 6,463 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 Underlying: Common stock · 6,463 shares Expires 2032-03-01 F10 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,057 Underlying: Common stock · 2,057 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F9 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704 Underlying: Common stock · 704 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · 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 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 500 | $106.00 | $53,000.00 |
DisclosureSEC source: 0001013857-21-000279 · wf-form4_164012602973225.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,971 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 22:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 250 | $116.00 | $29,000.00 |
DisclosureSEC source: 0001013857-21-000277 · wf-form4_163960618485761.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,471 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 314 shares Expires 2026-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Options vested 20% on September 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 181 | $115.00 | $20,815.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 133 | $115.00 | $15,295.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,902 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 |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,035 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 06, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878 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. F2 · shares: Represents a 5% vesting on December 6, 2021. 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, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 Underlying: Common stock · 128 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 December 5, 2021, with a release date of December 6, 2021, the first business day following vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, 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, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $109.49 | $2,627.76 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 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, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 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 6, 2021. 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 06, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 32 | $109.49 | $3,503.68 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,647 Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000267 · wf-form4_163899964900043.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,679 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 5, 2021, with a release date of December 6, 2021, the first business day following vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 996 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. F4 · 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 3, 2021. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 19 | $110.74 | $2,104.06 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,551 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570 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 3, 2021. 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 02, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171 Underlying: Common stock · 170 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on December 2, 2021. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, 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 02, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 42 | $109.36 | $4,593.12 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000259 · wf-form4_163883008136828.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535 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 2, 2021. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 500 | $132.50 | $66,250.00 |
DisclosureSEC source: 0001013857-21-000225 · wf-form4_163216986030744.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 13, 2021 Filed Sep 13, 2021 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000222 · wf-form4_163156713681213.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 · 93 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 12, 2021, with a release date on September 13, 2021, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 13, 2021 Filed Sep 13, 2021 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 23 | $133.31 | $3,066.13 |
DisclosureSEC source: 0001013857-21-000222 · wf-form4_163156713681213.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,865 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 13, 2021 Filed Sep 13, 2021 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000222 · wf-form4_163156713681213.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,888 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 12, 2021, with a release date on September 13, 2021, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976 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. F2 · shares: Represents a 5% vesting on September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. 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 |
| September 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768 Underlying: Common stock · 128 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 September 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, 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 |
| September 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $142.39 | $3,417.36 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819 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 September 6, 2021, with a release date of September 7, 2021, the first business day following vesting. 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 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 32 | $142.39 | $4,556.48 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000214 · wf-form4_163121982239484.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,753 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 5, 2021, with a release date of September 7, 2021, the first business day following vesting. The original grant was 2,558 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 03, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,073 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. F4 · 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 September 3, 2021. The original grant 1,533 restricted stock units, with 20% on March 3, 2021, 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 |
| September 03, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 19 | $141.01 | $2,679.19 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 03, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,644 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 September 3, 2021. The original grant 1,533 restricted stock units, with 20% on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341 Underlying: Common stock · 171 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 September 2, 2021. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, 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 |
| September 02, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 42 | $141.10 | $5,926.20 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,567 Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000204 · wf-form4_163070218950603.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,609 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 2, 2021. The original grant was 3,410 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 628 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314 Underlying: Common stock · 628 shares Expires 2026-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Options vested 20% on September 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 478 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 478 shares Expires 2026-03-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 379 | $135.00 | $51,165.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 249 | $135.00 | $33,615.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,817 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 |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 628 | $27.24 | $17,106.72 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,066 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.