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 |
|---|---|---|---|---|---|---|
| September 03, 2019 Filed Sep 5, 2019 20:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 64 | $70.15 | $4,489.60 |
DisclosureSEC source: 0001209191-19-048553 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,118 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048553 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,182 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 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. 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 |
| August 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 6,860 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,583 Underlying: Common Stock · 6,860 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. F4 · derivative.exercise_date: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,158 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. F3 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 6,179 | $71.78 | $443,528.62 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040 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. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 6,860 | $58.95 | $404,397.00 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,219 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 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 370 | $71.78 | $26,558.60 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359 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 09, 2019 Filed Aug 13, 2019 20:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 469 | $44.30 | $20,776.70 |
DisclosureSEC source: 0001209191-19-045759 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,729 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. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,107 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. F9 · 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 |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,493 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on August 1, 2019. 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. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,844 | $76.21 | $369,161.24 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,260 F3 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · price: Represents the weighted average of the sale prices on August 1, 2019, ranging from $75.91 to $76.40. The individual has provided to 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. F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 872 | $75.07 | $65,461.04 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,104 F3 · 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 on August 1, 2019, ranging from $74.83 to $75.48. The individual has provided to 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 |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 6,860 | $75.49 | $517,861.40 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,976 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 withholding by the Company of shares of equal value. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,836 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 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 973 | $75.60 | $73,558.80 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,260 Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044596 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,233 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 August 1, 2019. 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, 2019 Filed Jul 3, 2019 18:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,000 | $72.05 | $144,100.00 |
DisclosureSEC source: 0001209191-19-040954 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,046 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 on July 1, 2019, ranging from $71.68 to $72.45. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of 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 |
| June 05, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 427 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,393 Underlying: Common Stock · 427 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents 5% vesting on June 5, 2019. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, 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 |
| June 05, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 190 | $69.91 | $13,282.90 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,046 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 05, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents 5% vesting on June 5, 2019. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly amounts over the remaining four years. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents 5% vesting on June 2, 2019, with a release date of June 3, 2019, the first business day following vesting. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 64 | $72.14 | $4,616.96 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,809 Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,873 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 5% vesting on June 2, 2019, with a release date of June 3, 2019, the first business day following vesting. 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 03, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 200 | $72.47 | $14,494.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,731 F1 · shares: Sold pursuant to a pre-arranged stock tradingplan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,800 | $71.19 | $128,142.00 |
DisclosureSEC source: 0001209191-19-034825 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,931 F1 · shares: Sold pursuant to a pre-arranged stock tradingplan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of the sale prices on June 3, 2019, ranging from $70.84 to $71.46. 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 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,751 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,627 Underlying: Common Stock · 3,751 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. F4 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,575 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,683 Underlying: Common Stock · 10,575 shares Expires 2016-08-01 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 · 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 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 3,025 | $68.03 | $205,790.75 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,373 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 withholding by the Company of shares of equal value. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,751 | $44.30 | $166,169.30 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,398 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 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,097 | $68.02 | $482,737.94 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,647 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 withholding by the Company of shares of equal value. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,575 | $27.74 | $293,350.50 |
DisclosureSEC source: 0001209191-19-029312 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,744 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, 2019 Filed May 3, 2019 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 200 | $74.83 | $14,966.00 |
DisclosureSEC source: 0001209191-19-027370 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,169 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 |
| May 01, 2019 Filed May 3, 2019 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 800 | $73.42 | $58,736.00 |
DisclosureSEC source: 0001209191-19-027370 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,369 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 $73.13 to $73.55. 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, 2019 Filed Jun 5, 2019 21:11 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034815 · doc4a.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,680 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on May 1, 2019. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| May 01, 2019 Filed Jun 5, 2019 21:11 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 828 | $75.01 | $62,108.28 |
DisclosureSEC source: 0001209191-19-034815 · doc4a.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,527 F2 · balance_after: The Form 4 filed on May 3, 2019 is being amended to correct that in addition to the amount sold pursuant to Kenneth Stillwell's 10b5-1 plan, there was a restricted stock unit vesting on May 1, 2019 of 2,186 shares, with 828 being withheld to cover Mr. Stillwell's tax liability and 1,358 shares being disbursed. Forms filed after May 3, 2019 understated Mr. Stillwell's ownership by 1,358 shares. Read SEC document |
| May 01, 2019 Filed Jun 5, 2019 21:11 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034815 · doc4a.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on May 1, 2019. 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 |
| April 01, 2019 Filed Apr 2, 2019 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $65.96 | $65,960.00 |
DisclosureSEC source: 0001209191-19-022531 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,169 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 $65.55 to $66.29. 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. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 08, 2019 Filed Mar 8, 2019 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,000 | $63.96 | $319,800.00 |
DisclosureSEC source: 0001209191-19-018205 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,169 F1 · price: Represents the weighted average of the sale prices, ranging from $63.90 to $64.00. 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. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018205 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,650 Underlying: Common Stock · 2,650 shares Expires not disclosed F3 · 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 6, 2019. All RSUs vest 100% on March 6, 2020, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2019. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 29,240 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-19-018205 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,240 Underlying: Common Stock · 29,240 shares Expires 2029-03-06 F6 · shares: Options will vest 20% on March 6, 2020, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 8,586 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018205 · doc4.xml · derivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,586 Underlying: Common Stock · 8,586 shares Expires not disclosed F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: RSUs will vest 20% on March 6, 2020, with 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 |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · derivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 Underlying: Common Stock · 1,704 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents 20% vesting on March 5, 2019. 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · derivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,641 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 100% vesting on March 5, 2019. The original grant was 2,641 restricted stock units, which were granted on March 5, 2018. As part of the Company's 2018 Corporate Incentive Plan (CICP), Mr. Stillwell elected to receive his half of his annual bonus in RSUs. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 502 | $64.84 | $32,549.68 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,169 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,671 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents 20% vesting on March 5, 2019. 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 4 years. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,863 | $64.93 | $120,964.59 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,967 F3 · price: Represents the weighted average of sale prices, from $64.92 to $65.00. 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 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 778 | $64.84 | $50,445.52 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,830 Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,608 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 5, 2019. The original grant was 2,641 restricted stock units, which were granted on March 5, 2018. As part of the Company's 2018 Corporate Incentive Plan (CICP), Mr. Stillwell elected to receive his half of his annual bonus in RSUs. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on March 2, 2019, with a release date of March 4, 2019, the first business day following the vesting. 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 42 | $66.32 | $2,785.44 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,967 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.