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 03, 2020 Filed Aug 4, 2020 00:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 5,870 | $27.74 | $162,833.80 |
DisclosureSEC source: 0001209191-20-044562 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,362 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 03, 2020 Filed Aug 4, 2020 00:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 970 | $116.89 | $113,383.30 |
DisclosureSEC source: 0001209191-20-044562 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,492 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 00:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044562 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,462 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 the 5% quarterly vesting on August 1, 2020, with a release date of August 3, 2020, the first business day following vesting. The original grant was 43,732 restricted stock units, with 20% vested on August 1, 2017, and the remaining 80% in equal quarterly installments over the remaining four years. Read SEC document |
| July 30, 2020 Filed Aug 4, 2020 00:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $114.58 | $343,740.00 |
DisclosureSEC source: 0001209191-20-044562 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,276 F1 · price: Represents the weighted average of the sale prices, ranging from $114.53 to $114.78. 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 |
| July 01, 2020 Filed Jul 7, 2020 01:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $101.36 | $101,360.00 |
DisclosureSEC source: 0001209191-20-041394 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,276 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 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,462 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,930 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 on March 6, 2020, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,094 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 |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283 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 |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439 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, 2020, with a release date of June 8, 2020, the next 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 |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,179 | $98.81 | $116,496.99 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,276 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 |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,462 | $64.35 | $94,079.70 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,455 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 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,064 | $98.81 | $105,133.84 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,993 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 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,372 | $58.95 | $80,879.40 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,057 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 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 326 | $98.81 | $32,212.06 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,685 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 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 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 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 191 | $98.51 | $18,815.41 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,542 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,733 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, 2020, with a release date of June 8, 2020, the next 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 |
| June 05, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · derivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,689 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, 2020. 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, shares of common stock are not subject to expiration. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 189 | $99.20 | $18,748.80 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,303 Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035302 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,492 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, 2020. 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 02, 2020 Filed Jun 3, 2020 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034035 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995 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. F2 · shares: Represents the 5% vesting on June 2, 2020. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2020 Filed Jun 3, 2020 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 63 | $96.19 | $6,059.97 |
DisclosureSEC source: 0001209191-20-034035 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,066 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2020 Filed Jun 3, 2020 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034035 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 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 the 5% vesting on June 2, 2020. 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 |
| June 01, 2020 Filed Jun 3, 2020 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $94.76 | $94,760.00 |
DisclosureSEC source: 0001209191-20-034035 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,987 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · derivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,933 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. F5 · derivative.exercise_date: Represents the 5% quarterly vesting on May 1, 2020. The original grant was 43,732 restricted stock units, with 20% vested on August 1, 2017, and the remaining 80% in equal quarterly installments over the remaining four years. F9 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,955 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. F7 · derivative.exercise_date: Options vested 20% on August 1, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 970 | $83.62 | $81,111.40 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,987 F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,957 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · shares: Represents the 5% quarterly vesting on May 1, 2020. The original grant was 43,732 restricted stock units, with 20% vested on August 1, 2017, and the remaining 80% in equal quarterly installments over the remaining four years. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,474 | $79.17 | $116,696.58 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,770 F4 · price: Represents the weighted average of the sale prices, ranging from $79.11 to $79.18. 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 |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,853 | $79.24 | $305,311.72 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,244 F3 · price: Represents the weighted average of the sale prices, ranging from $79.2421 to $79.2428. 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 |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 6,723 | $80.36 | $540,260.28 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,097 F2 · price: Represents the exercise price of the stock option referenced in Table II and Mr. Stillwell's tax liability, which was paid by way of the Company withholding shares of equal value. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,820 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 01, 2020 Filed May 5, 2020 20:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $80.36 | $80,360.00 |
DisclosureSEC source: 0001209191-20-027066 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,244 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b-5 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 400 | $75.53 | $30,212.00 |
DisclosureSEC source: 0001209191-20-025450 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244 F1 · shares: Sold pursuant to a pre-arranged stock 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 $75.39 to $75.84. 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 |
| April 21, 2020 Filed Apr 23, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 738 | $74.49 | $54,973.62 |
DisclosureSEC source: 0001209191-20-025450 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,644 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 · price: Represents the weighted average of the sale prices, ranging from $74.15 to $75.13. 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 |
| April 21, 2020 Filed Apr 23, 2020 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 862 | $73.62 | $63,460.44 |
DisclosureSEC source: 0001209191-20-025450 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,382 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 the sale prices, ranging from $73.03 to $73.93. 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 |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Option · Derivative | 5,848 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,392 Underlying: Common Stock · 5,848 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 amounts over the next four years. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,466 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 |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,752 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 |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,869 Underlying: Common Stock · 1,717 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 20% vesting on March 6, 2020. The original grant was 8,586 restricted stock units, with the remaining 80% vesting in equal quarterly amounts over the next four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · derivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 6, 2020. The original grant was 2,650 restricted stock units, which were granted on March 6, 2019. As part of the Company's 2019 Corporate Incentive Plan (CICP), Mr. Stillwell elected to receive his annual Bonus in RSUs. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 5,125 | $82.73 | $423,991.25 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,244 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 |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 5,848 | $64.35 | $376,318.80 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,369 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 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,153 | $82.73 | $95,387.69 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,521 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 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,372 | $58.95 | $80,879.40 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,674 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 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 348 | $82.73 | $28,790.04 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,302 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 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,650 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 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 762 | $87.64 | $66,781.68 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,181 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,943 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 20% vesting on March 6, 2020. The original grant was 8,586 restricted stock units, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,176 | $87.64 | $103,064.64 |
DisclosureSEC source: 0001209191-20-017793 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,226 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.