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 |
|---|---|---|---|---|---|---|
| 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 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921 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. F2 · shares: Represents a 5% vesting on September 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 |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · derivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,600 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. F1 · shares: Represents a 5% vesting on September 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 |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 288 | $49.66 | $14,302.08 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,482 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,770 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 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $49.66 | $2,582.32 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,255 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,307 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 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $49.66 | $2,582.32 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,215 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,267 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on September 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 |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $49.66 | $12,762.62 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,175 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000173 · wk-form4_1694041359.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on September 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,714 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 June 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,383 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 June 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · derivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,013 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. F2 · shares: Represents a 5% vesting on June 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · derivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,060 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. F1 · shares: Represents a 5% vesting on June 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 287 | $48.36 | $13,879.32 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,972 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Includes shares acquired on March 31, 2023 pursuant to the company's employee stock purchase plan. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,259 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, 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $48.36 | $2,514.72 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,745 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,797 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, 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $48.36 | $2,514.72 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,705 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,757 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 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 |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $48.36 | $12,428.52 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,665 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000103 · wk-form4_1685999502.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,922 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, 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 |
| March 07, 2023 Filed Mar 9, 2023 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 18,227 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000053 · wf-form4_167840243734433.xml · derivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,227 Underlying: Common stock · 18,227 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: RSUs will vest 25% on March 7, 2024, 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 07, 2023 Filed Mar 9, 2023 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,785 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000053 · wf-form4_167840243734433.xml · derivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,785 Underlying: Common stock · 2,785 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. 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 7, 2023. All RSUs vest 100% on March 7, 2024, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2023. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 15 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 1,844 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 14 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105 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. F7 · 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, 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. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 13 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,520 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. F7 · 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, 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. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,294 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. F7 · 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 1, 2023. The original grant was 1,294 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,228 Underlying: Common stock · 2,057 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 10,285 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 206 | $46.38 | $9,554.28 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,184 F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390 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 20% vesting on March 1, 2023. The original grant was 1,844 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $46.38 | $2,411.76 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,021 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,073 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, 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 |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 257 | $46.38 | $11,919.66 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,238 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, 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 |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 723 | $46.38 | $33,532.74 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,778 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501 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 1, 2023. The original grant was 1,294 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,148 | $46.38 | $53,244.24 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,355 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 20% vesting on March 1, 2023. The original grant was 10,285 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980 Underlying: Common stock · 461 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 1, 2022. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on December 1, 2022. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 258 | $36.25 | $9,352.50 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,298 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,556 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, 2022. 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 |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $36.25 | $1,885.00 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,095 Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000187 · wf-form4_167027648289081.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147 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, 2022. 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 |
| November 02, 2022 Filed Nov 4, 2022 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 104,768 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001013857-22-000179 · wf-form4_166759844139055.xml · derivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,768 Underlying: Common stock · 104,768 shares Expires 2032-11-02 F2 · shares: Options will vest in equal quarterly installments over a four year period with the first vest occurring on February 2, 2023. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,289 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on September 1, 2022. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,441 Underlying: Common stock · 461 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on September 1, 2022. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $36.61 | $1,903.72 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Includes shares acquired on June 30, 2022 pursuant to the company's employee stock purchase plan. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,107 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on September 1, 2022. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.