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 |
|---|---|---|---|---|---|---|
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 294 | $135.00 | $39,690.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 184 | $135.00 | $24,840.00 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,732 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 | 478 | $25.20 | $12,045.60 |
DisclosureSEC source: 0001013857-21-000200 · wf-form4_163035463550413.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,916 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 16, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 478 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478 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. F6 · 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 |
| June 16, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 293 | $132.89 | $38,936.77 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 16, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 185 | $132.95 | $24,595.75 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,731 F2 · 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 |
| June 16, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 478 | $25.20 | $12,045.60 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,916 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93 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. 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 June 12, 2021, with a release date of June 14, 2021, the first business day after 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 23 | $131.29 | $3,019.67 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000145 · wf-form4_162387639882876.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,461 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 12, 2021, with a release date of June 14, 2021, the first business day after 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 |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,074 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. F2 · shares: Represents a 5% vesting on June 6, 2021, with a release date of June 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 |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 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 June 5, 2021, with a release date of June 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 |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $119.85 | $2,876.40 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,368 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392 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 June 6, 2021, with a release date of June 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 |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 32 | $119.85 | $3,835.20 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000134 · wf-form4_162327216865817.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,327 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 5, 2021, with a release date of June 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 |
| June 03, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · derivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 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. 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 June 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 theremaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 19 | $117.68 | $2,235.92 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 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 June 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 theremaining four years. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · derivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512 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 June 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 theremaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 42 | $118.00 | $4,956.00 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000121 · wf-form4_162283860780215.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 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 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 theremaining four years. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000076 · wf-form4_161592596752645.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186 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 March 12, 2021. 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 |
| March 12, 2021 Filed Mar 16, 2021 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 23 | $124.19 | $2,856.37 |
DisclosureSEC source: 0001013857-21-000076 · wf-form4_161592596752645.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,014 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000076 · wf-form4_161592596752645.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,037 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 12, 2021. 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 |
| March 09, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 327 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 March 9, 2021. The original grant was 6,527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 80 | $114.72 | $9,177.60 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,024 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 9, 2021. The original grant was 6,527 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,171 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. 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 March 6, 2021, with a release date of March 8, 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 amounts 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 08, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 24 | $121.08 | $2,905.92 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 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 March 6, 2021, with a release date of March 8, 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 amounts over the remaining four years. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024 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. 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 March 5, 2021. 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. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 32 | $118.46 | $3,790.72 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,623 Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000064 · wf-form4_161532475854387.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 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 5, 2021. 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 |
| March 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 307 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,226 Underlying: Common stock · 307 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 20% vesting on March 3, 2021. The original grant was 1,533 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 642 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 642 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 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 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 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 75 | $130.45 | $9,783.75 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,527 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents 20% vesting on March 3, 2021. The original grant was 1,533 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 157 | $130.45 | $20,480.65 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,295 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 3,615 | $0.00 Strike: $130.45 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 Underlying: Common stock · 3,615 shares Expires 2031-03-02 F9 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057 Underlying: Common stock · 1,057 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F8 · shares: RSUs will vest 20% 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 |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461 Underlying: Common stock · 461 shares Expires not disclosed F5 · 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 2, 2021. All RSUs vest 100% on March 2, 2022, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2021. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · derivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682 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. 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 March 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. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 51 | $136.08 | $6,940.08 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000056 · wf-form4_161489861123940.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 861 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, 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 |
| February 22, 2021 Filed Feb 23, 2021 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 956 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001013857-21-000035 · wf-form4_161411827066079.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 956 Underlying: Common stock · 956 shares Expires 2026-03-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 533 | $147.00 | $78,351.00 |
DisclosureSEC source: 0001013857-21-000035 · wf-form4_161411827066079.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 423 | $147.00 | $62,181.00 |
DisclosureSEC source: 0001013857-21-000035 · wf-form4_161411827066079.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223 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 22, 2021 Filed Feb 23, 2021 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 956 | $25.20 | $24,091.20 |
DisclosureSEC source: 0001013857-21-000035 · wf-form4_161411827066079.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.