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, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 258 | $36.61 | $9,445.38 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,015 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 23:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000155 · wf-form4_166250562310588.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,273 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, 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 |
| June 05, 2022 Filed Jun 8, 2022 01:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 50,000 | $0.00 Strike: $52.47 | $0.00 |
DisclosureSEC source: 0001013857-22-000122 · wf-form4_165465048173887.xml · derivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common stock · 50,000 shares Expires 2032-06-05 F2 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381 Underlying: Common stock · 93 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,902 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 52 | $49.54 | $2,576.08 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,571 F3 · 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, 2022 pursuant to the company's employee stock purchase plan. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,623 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, 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 |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 258 | $49.54 | $12,781.32 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000104 · wf-form4_165429100375782.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788 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, 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 |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474 Underlying: Common stock · 368 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 20% vesting on March 1, 2022. The original grant was 1,842 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,363 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 March 1, 2022. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, and the remaining 95% vesting in 5% quarterly installments. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 32,312 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,312 Underlying: Common stock · 32,312 shares Expires 2032-03-01 F8 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 10,285 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,285 Underlying: Common stock · 10,285 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. F7 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly amounts over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Underlying: Common stock · 1,294 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: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 206 | $87.12 | $17,946.72 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 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 20% vesting on March 1, 2022. The original grant was 1,842 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 258 | $87.12 | $22,476.96 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998 Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256 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, 2022. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, and the remaining 95% vesting in 5% quarterly installments. 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.