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 |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,876 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. F8 · 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,152 Underlying: Common stock · 429 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 March 6, 2021, with a release date on March 8, 2021, the first business day following the 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 908 | $117.33 | $106,535.64 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 F4 · price: Represents the weighted average of sale prices, ranging from $117.30 to $117.46 . 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,095 | $117.31 | $128,454.45 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,876 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,462 | $64.35 | $94,079.70 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,971 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 993 | $117.31 | $116,488.83 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,509 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,372 | $58.95 | $80,879.40 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,502 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 307 | $117.31 | $36,014.17 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,130 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,437 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 |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 191 | $121.08 | $23,126.28 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,159 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 March 6, 2021, with a release date on March 8, 2021, the first business day following the 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 |
| March 05, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,410 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. 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 March 5, 2021. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 189 | $118.46 | $22,388.94 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730 Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000070 · wf-form4_161532560379623.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,919 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 5, 2021. 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 |
| March 03, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,107 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,107 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 100% vesting on March 3, 2021. The original grant was 2,107 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,236 | $130.45 | $161,236.20 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,493 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,729 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 20% vesting on March 3, 2021. The original grant was 13,931 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 935 | $130.45 | $121,970.75 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,943 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,878 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 3, 2021. The original grant was 2,107 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan(CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,145 Underlying: Common stock · 2,786 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents 20% vesting on March 3, 2021. The original grant was 13,931 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 39,428 | $0.00 Strike: $130.45 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,428 Underlying: Common stock · 39,428 shares Expires 2031-03-02 F9 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 11,527 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,527 Underlying: Common stock · 11,527 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F8 · shares: RSUs will vest 20% on March 2, 2022, with 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 |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,454 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454 Underlying: Common stock · 1,454 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · 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 2, 2021. All RSUs vest 100% on March 2, 2022, subject to the attainment of the CICP performance threshold funding for the year ending December 31, 2021. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 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. 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 March 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 the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 63 | $136.08 | $8,573.04 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,771 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000048 · wf-form4_161489746100969.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,834 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 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 the remaining four years. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,000 | $133.52 | $133,520.00 |
DisclosureSEC source: 0001013857-21-000040 · wf-form4_161480957798555.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,692 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 22:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001013857-21-000036 · wf-form4_161411834047075.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,152 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. F4 · derivative.exercise_date: Options vested 20% on August 1, 2017, with the remaining 80% vesting in equal quarterly amounts. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 22:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 5,757 | $143.72 | $827,396.04 |
DisclosureSEC source: 0001013857-21-000036 · wf-form4_161411834047075.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,692 F2 · price: Represents the weighted average of sale prices, ranging from $143.58 to $144.08. 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. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 22:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 4,819 | $143.87 | $693,309.53 |
DisclosureSEC source: 0001013857-21-000036 · wf-form4_161411834047075.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,449 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 |
| February 19, 2021 Filed Feb 23, 2021 22:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001013857-21-000036 · wf-form4_161411834047075.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,268 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 |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Common stock · 2,186 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 February 1, 2021. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 100 | $129.90 | $12,990.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,692 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 700 | $129.32 | $90,524.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 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 $128.83 to $129.64. 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 |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 200 | $127.75 | $25,550.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,492 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 $127.25 to $128.24. 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 |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 697 | $127.45 | $88,832.65 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,692 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,389 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 February 1, 2021. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 409 | $133.36 | $54,544.24 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,203 F1 · 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 the sale prices, ranging from $133.14 to $133.63. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 |
| January 04, 2021 Filed Jan 6, 2021 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 200 | $132.10 | $26,420.00 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,612 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 the sale prices, ranging from $132.07 to $132.12. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 |
| January 04, 2021 Filed Jan 6, 2021 22:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 391 | $131.26 | $51,322.66 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 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 the sale prices, ranging from $131.04 to $131.62. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Option · Derivative | 1,462 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,006 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 · derivative.exercise_date: Options vested 20% on March 6, 2020, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Option · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,350 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 · derivative.exercise_date: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Option · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345 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 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,079 | $121.66 | $131,271.14 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203 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. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,462 | $64.35 | $94,079.70 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,282 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 |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 979 | $121.66 | $119,105.14 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 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 |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,372 | $58.95 | $80,879.40 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,799 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 |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 304 | $121.66 | $36,984.64 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,427 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 |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,731 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 |
| December 07, 2020 Filed Dec 9, 2020 22:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,581 Underlying: Common Stock · 429 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 · derivative.exercise_date: Represents a 5% vesting on December 6, 2020, with a release date on December 7, 2020, the first business day following the 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, shares of common stock are not subject to expiration. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.