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 04, 2019 Filed Mar 6, 2019 22:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017467 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,009 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 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. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $66.00 | $99,000.00 |
DisclosureSEC source: 0001209191-19-016696 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,867 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 |
| February 22, 2019 Filed Feb 26, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-19-013556 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,258 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. 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 |
| February 22, 2019 Filed Feb 26, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 6,356 | $63.84 | $405,767.04 |
DisclosureSEC source: 0001209191-19-013556 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,367 F1 · shares: 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 |
| February 22, 2019 Filed Feb 26, 2019 21:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-19-013556 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,723 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, 2019 Filed Feb 5, 2019 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007376 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,866 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. F4 · 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 February 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 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,600 | $56.59 | $147,134.00 |
DisclosureSEC source: 0001209191-19-007376 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,147 F2 · 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 |
| February 01, 2019 Filed Feb 5, 2019 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 735 | $56.29 | $41,373.15 |
DisclosureSEC source: 0001209191-19-007376 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,747 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007376 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,482 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 February 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 4 years. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:29 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 400 | $46.90 | $18,760.00 |
DisclosureSEC source: 0001209191-19-002140 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,295 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061371 · doc4.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 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 December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 2841 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 |
| December 03, 2018 Filed Dec 6, 2018 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 200 | $54.96 | $10,992.00 |
DisclosureSEC source: 0001209191-18-061371 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,695 F2 · 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 $54.87 to $55.04. 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 |
| December 03, 2018 Filed Dec 6, 2018 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,300 | $54.05 | $70,265.00 |
DisclosureSEC source: 0001209191-18-061371 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,895 F2 · 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 $53.77 to $54.49. 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 03, 2018 Filed Dec 6, 2018 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 64 | $53.99 | $3,455.36 |
DisclosureSEC source: 0001209191-18-061371 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,195 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061371 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,259 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 December 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 2841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-058571 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,834 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. F3 · derivative.exercise_date: Options vested 20% on August 1, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,852 | $51.73 | $406,183.96 |
DisclosureSEC source: 0001209191-18-058571 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,117 F1 · shares: 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 |
| November 12, 2018 Filed Nov 14, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-18-058571 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,969 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 |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057272 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,053 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $53.40 | $80,100.00 |
DisclosureSEC source: 0001209191-18-057272 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,393 F2 · 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 |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 973 | $53.52 | $52,074.96 |
DisclosureSEC source: 0001209191-18-057272 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,893 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057272 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,866 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 November 1, 2018. 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 4 years. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 100 | $63.08 | $6,308.00 |
DisclosureSEC source: 0001209191-18-053930 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,679 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 option awards. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,400 | $61.62 | $86,268.00 |
DisclosureSEC source: 0001209191-18-053930 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,779 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 $61.24 to $61.91. 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 |
| September 06, 2018 Filed Sep 6, 2018 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049953 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,989 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,500 | $63.35 | $95,025.00 |
DisclosureSEC source: 0001209191-18-049953 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,179 F2 · 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 options awards. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 64 | $63.70 | $4,076.80 |
DisclosureSEC source: 0001209191-18-049953 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,679 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049953 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,743 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, 2018, with a release date of September 4, 2018, 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. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-046625 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,410 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. 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 |
| August 10, 2018 Filed Aug 14, 2018 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 3,138 | $59.55 | $186,867.90 |
DisclosureSEC source: 0001209191-18-046625 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,387 F1 · shares: 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 options awards. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 20:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-18-046625 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,825 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, 2018 Filed Aug 3, 2018 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $55.85 | $55,850.00 |
DisclosureSEC source: 0001209191-18-045325 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,249 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 options awards. Read SEC document |
| August 01, 2018 Filed Aug 17, 2018 21:24 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047477 · doc4a.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,240 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. F5 · 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 August 1, 2018. 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 4 years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 01, 2018 Filed Aug 17, 2018 21:24 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,000 | $55.85 | $55,850.00 |
DisclosureSEC source: 0001209191-18-047477 · doc4a.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,463 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 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| August 01, 2018 Filed Aug 17, 2018 21:24 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 972 | $55.60 | $54,043.20 |
DisclosureSEC source: 0001209191-18-047477 · doc4a.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,463 Read SEC document |
| August 01, 2018 Filed Aug 17, 2018 21:24 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-047477 · doc4a.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,435 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 August 1, 2018. 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 4 years. F2 · shares: The Form 4 filed on August 3, 2018 is amended by this Form 4A to include Mr. Stillwell's August 1, 2018 vesting, which was not reported on the original form. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-041116 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,986 Underlying: Common Stock · 3,500 shares Expires 2026-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · 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 |
| July 02, 2018 Filed Jul 3, 2018 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,949 | $54.44 | $106,103.56 |
DisclosureSEC source: 0001209191-18-041116 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,249 F2 · 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 $54.20 to $54.93. 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. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,551 | $54.20 | $138,264.20 |
DisclosureSEC source: 0001209191-18-041116 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,198 F1 · shares: 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 |
| July 02, 2018 Filed Jul 3, 2018 20:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $27.74 | $97,090.00 |
DisclosureSEC source: 0001209191-18-041116 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,749 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 04, 2018 Filed Jun 6, 2018 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036146 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131 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. 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 June 2, 2018, with a release date of June 4, 2018, the first business day following the vesting. The original grant was 2841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 64 | $62.30 | $3,987.20 |
DisclosureSEC source: 0001209191-18-036146 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,249 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036146 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,313 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 June 2, 2018, with a release date of June 4, 2018, the first business day following the vesting. The original grant was 2841 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-035803 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,986 Underlying: Common Stock · 3,500 shares Expires 2026-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · 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 |
| June 01, 2018 Filed Jun 5, 2018 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,075 | $62.29 | $129,251.75 |
DisclosureSEC source: 0001209191-18-035803 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,171 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 $62.10 to $62.63. 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. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,425 | $62.05 | $150,471.25 |
DisclosureSEC source: 0001209191-18-035803 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,246 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $27.74 | $97,090.00 |
DisclosureSEC source: 0001209191-18-035803 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,671 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. Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,576 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-030538 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,486 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. F2 · derivative.exercise_date: Options vest 20% on August 1, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,295 | $62.85 | $458,490.75 |
DisclosureSEC source: 0001209191-18-030538 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,171 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 14, 2018 Filed May 16, 2018 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 10,576 | $27.74 | $293,378.24 |
DisclosureSEC source: 0001209191-18-030538 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,466 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.