Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Chief, Client &Partner Success | September 04, 2026 | September 09, 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 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 60,110 |
Ending reported balance
After 2026-09-07 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-04 · Exercise / conversion · Acquired 1,616 · Balance 59,032 Row 2 · 2026-09-04 · Tax withholding · Disposed 902 · Balance 58,130 Row 3 · 2026-09-05 · Exercise / conversion · Acquired 2,202 · Balance 60,332 Row 4 · 2026-09-05 · Tax withholding · Disposed 1,229 · Balance 59,103 Row 5 · 2026-09-07 · Exercise / conversion · Acquired 2,280 · Balance 61,383 Row 6 · 2026-09-07 · Tax withholding · Disposed 1,273 · Balance 60,110 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-04 | Direct | 16,154 |
Reported balance
After 2026-09-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-04 · Exercise / conversion · Disposed 1,616 · Balance 16,154 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-05 | Direct | 13,206 |
Reported balance
After 2026-09-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-05 · Exercise / conversion · Disposed 2,202 · Balance 13,206 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-07 | Direct | 4,556 |
Reported balance
After 2026-09-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-07 · Exercise / conversion · Disposed 2,280 · Balance 4,556 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.
F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.
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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 287 | $57.46 | $16,491.02 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,693 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,980 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: 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 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $57.46 | $2,987.92 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,466 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,518 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 · 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 1,845 restricted stock units with 20% vesting on March 1, 2024 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $57.46 | $2,987.92 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,426 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,478 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 June 1, 2024, with a release date of June 3, 2024, the first business day following vesting. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $57.46 | $2,987.92 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,386 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,438 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 June 1, 2024, with a release date of June 3, 2024, the first business day following vesting. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $57.46 | $14,767.22 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,346 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000114 · wk-form4_1717536670.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,603 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 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 4,557 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,670 Underlying: Common stock · 4,557 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 18,227 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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,785 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 2,785 restricted stock units, which were granted on March 7, 2023. As part of the Company's 2023 Corporate Incentive Compensation Plan (CICP), Mr. Higgins 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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 2,543 | $63.37 | $161,149.91 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,143 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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 4,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,686 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 18,227 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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,555 | $63.37 | $98,540.35 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,129 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 21:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000067 · wk-form4_1710192681.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,684 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 2,785 restricted stock units, which were granted on March 7, 2023. As part of the Company's 2023 Corporate Incentive Compensation Plan (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 35,218 | $0.00 Strike: $62.10 | $0.00 |
DisclosureSEC source: 0001013857-24-000052 · wk-form4_1709853226.xml · derivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,218 Underlying: Common stock · 35,218 shares Expires 2034-03-05 F6 · 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 23:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 17,609 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000052 · wk-form4_1709853226.xml · derivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,609 Underlying: Common stock · 17,609 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: RSUs will vest 25% on March 5, 2025, with the remaining 75% vesting in equal quarterly installments over the remaining three years. F3 · 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 23:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000052 · wk-form4_1709853226.xml · derivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,233 Underlying: Common stock · 2,233 shares Expires not disclosed F2 · 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. F3 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · derivative · entry 15 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 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. F8 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · shares: Represents a 20% vesting on March 1, 2024. The original grant was 1,845 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F9 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · derivative · entry 14 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,171 Underlying: Common stock · 514 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. F8 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: Represents a 5% vesting on March 1, 2024. The original grant was 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. F9 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · derivative · entry 13 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,106 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. F8 · 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 1, 2024. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. F9 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737 Underlying: Common stock · 92 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. F8 · 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 1, 2024. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. F9 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,680 Underlying: Common stock · 460 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. F8 · 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 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. F9 · 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 206 | $65.04 | $13,398.24 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,899 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,105 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: Represents a 20% vesting on March 1, 2024. The original grant was 1,845 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 287 | $65.04 | $18,666.48 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,736 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,023 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 · shares: Represents a 5% vesting on March 1, 2024. The original grant was 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $64.04 | $3,330.08 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,509 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,561 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 1, 2024. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $65.04 | $3,382.08 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,468 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,520 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 1, 2024. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $65.04 | $16,715.28 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,428 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 23:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000042 · wk-form4_1709680347.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,685 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 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 8,750 | $0.00 Strike: $47.27 | $0.00 |
DisclosureSEC source: 0001013857-24-000017 · wk-form4_1708121410.xml · derivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common stock · 8,750 shares Expires 2033-03-07 F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, 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 8,750 shares. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 4,557 | $0.00 Strike: $47.27 | $0.00 |
DisclosureSEC source: 0001013857-24-000017 · wk-form4_1708121410.xml · derivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,557 Underlying: Common stock · 4,557 shares Expires 2033-03-07 F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 18,227 shares of common stock. The option vests in two installments, 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 4,557 shares. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,685 Underlying: Common stock · 514 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 December 1, 2023. The original grant was 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% 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 |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,199 Underlying: Common stock · 92 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 December 1, 2023. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% 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 |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · derivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 829 Underlying: Common stock · 92 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 a 5% vesting on December 1, 2023. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% 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 |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · derivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,140 Underlying: Common stock · 460 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 December 1, 2023. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. F7 · 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 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 287 | $51.98 | $14,918.26 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,992 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,279 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 December 1, 2023. The original grant was 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $51.98 | $2,702.96 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,765 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,817 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 1, 2023. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $51.98 | $2,702.96 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,725 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,777 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 1, 2023. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $51.98 | $13,358.86 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,685 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000209 · wk-form4_1701818165.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,942 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 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 515 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,199 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. 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 September 1, 2023. The original grant was 10,285 restricted stock units, with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% 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 |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,291 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. 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 September 1, 2023. The original grant was 1,844 restricted stock units with 20% vesting on March 1, 2023 with the remaining 80% vesting in 5% 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.