Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Chief Product Officer | September 11, 2026 | September 15, 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 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 104,804 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 7,000 · Balance 104,804 |
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 07, 2021 Filed Jun 9, 2021 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 98 | $119.85 | $11,745.30 |
DisclosureSEC source: 0001013857-21-000132 · wf-form4_162327193845208.xml · nonDerivative · entry 4 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,879 Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000132 · wf-form4_162327193845208.xml · nonDerivative · entry 3 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,977 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 6,635 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 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 101 | $119.85 | $12,104.85 |
DisclosureSEC source: 0001013857-21-000132 · wf-form4_162327193845208.xml · nonDerivative · entry 2 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,645 Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000132 · wf-form4_162327193845208.xml · nonDerivative · entry 1 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,746 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 6,819 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 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · derivative · entry 6 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,015 Underlying: Common stock · 335 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 6,687 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 |
| June 03, 2021 Filed Jun 4, 2021 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 99 | $117.68 | $11,650.32 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · nonDerivative · entry 4 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,405 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 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · nonDerivative · entry 3 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,504 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 6,687 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 |
| June 02, 2021 Filed Jun 4, 2021 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · derivative · entry 5 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109 Underlying: Common stock · 369 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 7,387 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 |
| June 02, 2021 Filed Jun 4, 2021 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 109 | $118.00 | $12,862.00 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · nonDerivative · entry 2 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,169 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000119 · wf-form4_162283833687082.xml · nonDerivative · entry 1 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,278 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 7,387 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.