Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | COO, CFO | September 11, 2026 | September 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PEGASYSTEMS INC
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 95,225 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 39,627 · Balance 95,225 F1: Represents the weighted average of sale prices, ranging from $35.7400 to $35.8350. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. |
| Common stockSEC Table I · non-derivative | IndirectReporting Person's children | 1,908 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,908 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average of sale prices, ranging from $35.7400 to $35.8350. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2021 Filed Aug 26, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,399 | $133.13 | $186,248.87 |
DisclosureSEC source: 0001013857-21-000198 · wf-form4_163001051395290.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,445 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,500 | $27.74 | $69,350.00 |
DisclosureSEC source: 0001013857-21-000198 · wf-form4_163001051395290.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,844 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,500 | $27.74 Strike: $27.74 | $69,350.00 |
DisclosureSEC source: 0001013857-21-000184 · wf-form4_162862801068388.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,076 Underlying: Common stock · 2,500 shares Expires 2026-08-01 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: Options vested 20% on August 1, 2017, with the remaining 80% vesting in equal quarterly amounts Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,090 | $128.33 | $139,879.70 |
DisclosureSEC source: 0001013857-21-000184 · wf-form4_162862801068388.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,344 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,410 | $128.23 | $180,804.30 |
DisclosureSEC source: 0001013857-21-000184 · wf-form4_162862801068388.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,434 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,500 | $27.74 | $69,350.00 |
DisclosureSEC source: 0001013857-21-000184 · wf-form4_162862801068388.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,844 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000180 · wf-form4_162810930983484.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,187 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 the 5% quarterly vesting on August 1, 2021, with a release date of August 2, 2021, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly amounts over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 400 | $127.71 | $51,084.00 |
DisclosureSEC source: 0001013857-21-000180 · wf-form4_162810930983484.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,344 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of sale prices, ranging from $127.53 to $128.16. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 600 | $126.79 | $76,074.00 |
DisclosureSEC source: 0001013857-21-000180 · wf-form4_162810930983484.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,744 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $126.41 to $127.36. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 970 | $127.64 | $123,810.80 |
DisclosureSEC source: 0001013857-21-000180 · wf-form4_162810930983484.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,344 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000180 · wf-form4_162810930983484.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,314 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 the 5% quarterly vesting on August 1, 2021, with a release date of August 2, 2021, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly amounts over the remaining four years. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 100 | $139.17 | $13,917.00 |
DisclosureSEC source: 0001013857-21-000158 · wf-form4_162560491836158.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,127 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:56 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 900 | $138.36 | $124,524.00 |
DisclosureSEC source: 0001013857-21-000158 · wf-form4_162560491836158.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,227 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $138.08 to $138.91. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,462 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · derivative · entry 16 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,082 Underlying: Common stock · 1,462 shares Expires 2029-03-06 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. F9 · shares: Options vested 20% on March 6, 2020, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,606 Underlying: Common stock · 1,372 shares Expires 2028-03-05 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 · shares: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,407 Underlying: Common stock · 469 shares Expires 2027-03-02 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 · shares: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 992 | $129.06 | $128,027.52 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,127 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,055 | $128.84 | $135,926.20 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119 F3 · price: Represents the exercise price for the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,462 | $64.35 | $94,079.70 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,174 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 958 | $128.84 | $123,428.72 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,712 F3 · price: Represents the exercise price for the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,372 | $58.95 | $80,879.40 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,670 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 298 | $128.84 | $38,394.32 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,298 F3 · price: Represents the exercise price for the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| June 09, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,722 Underlying: Common stock · 430 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on June 6, 2021, with a release date of June 7, 2021, the first business day following vesting. The original grant was 8,586 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,984 Underlying: Common stock · 426 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on June 5, 2021, with a release date of June 7, 2021, the first business day following vesting. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 191 | $119.85 | $22,891.35 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,127 Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,318 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on June 6, 2021, with a release date of June 7, 2021, the first business day following vesting. The original grant was 8,586 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 189 | $119.85 | $22,651.65 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,888 Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000138 · wf-form4_162327260647275.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on June 5, 2021, with a release date of June 7, 2021, the first business day following vesting. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 697 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,448 Underlying: Common stock · 697 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on June 3, 2021. The original grant was 13,931 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over theremaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 310 | $117.68 | $36,480.80 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on June 3, 2021. The original grant was 13,931 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over theremaining four years. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 Underlying: Common stock · 142 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on June 2, 2021. The original grant was 2,841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over theremaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 63 | $118.00 | $7,434.00 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,264 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000123 · wf-form4_162283900875852.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,327 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on June 2, 2021. The original grant was 2,841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over theremaining four years. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 124 | $118.47 | $14,690.28 |
DisclosureSEC source: 0001013857-21-000117 · wf-form4_162275473162334.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,185 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $118.43 to $118.63. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 876 | $117.94 | $103,315.44 |
DisclosureSEC source: 0001013857-21-000117 · wf-form4_162275473162334.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,309 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $117.43 to $118.39. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · derivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 Underlying: Common stock · 10,576 shares Expires 2026-08-01 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. F10 · shares: Options vested 20% on August 1, 2017, with the remaining 80% vesting in equal quarterly amounts. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 Underlying: Common stock · 2,187 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 the 5% quarterly vesting on May 1, 2021, with a release date of May 3, 2021, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterlyinstallments over the remaining four years. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 300 | $124.84 | $37,452.00 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,185 F4 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F6 · price: Represents the weighted average of sale prices, ranging from $124.25 to $125.14. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 700 | $123.64 | $86,548.00 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,485 F4 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · price: Represents the weighted average of sale prices, ranging from $123.24 to $124.03. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 4,582 | $124.74 | $571,558.68 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,185 F3 · price: Represents the weighted average of sale prices, ranging from $124.69 to $125.04. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 5,994 | $125.34 | $751,287.96 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,767 F2 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 970 | $126.94 | $123,131.80 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,185 Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000106 · wf-form4_162024733089898.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,155 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 the 5% quarterly vesting on May 1, 2021, with a release date of May 3, 2021, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterlyinstallments over the remaining four years. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 397 | $118.63 | $47,096.11 |
DisclosureSEC source: 0001013857-21-000078 · wf-form4_161765515056198.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,968 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $118.41 to $119.04. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 603 | $117.84 | $71,057.52 |
DisclosureSEC source: 0001013857-21-000078 · wf-form4_161765515056198.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,365 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $117.37 to $118.20. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingStock Options · Derivative | 1,462 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 16 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,544 Underlying: Common stock · 1,462 shares Expires 2029-03-06 F10 · shares: Options vested 20% on March 6, 2020, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 Underlying: Common stock · 1,372 shares Expires 2028-03-05 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. F9 · shares: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly amounts over the next 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.