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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,062 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. 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, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,426 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. 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 May 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 |
| May 01, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,057 | $60.93 | $125,333.01 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,890 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, ranging from $60.78 to $61.35. 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, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,443 | $60.80 | $148,534.40 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,947 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 |
| May 01, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $27.74 | $97,090.00 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,390 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, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 973 | $61.05 | $59,401.65 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,890 Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027765 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,863 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, 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 |
| April 02, 2018 Filed Apr 4, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-023772 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,562 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 vest 20% on August 1, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,048 | $60.21 | $123,310.08 |
DisclosureSEC source: 0001209191-18-023772 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,676 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 $59.90 to $60.55. The individual has provided the issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the issuer, 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 |
| April 02, 2018 Filed Apr 4, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,452 | $60.20 | $147,610.40 |
DisclosureSEC source: 0001209191-18-023772 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,724 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 issuer of shares of equal value. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $27.74 | $97,090.00 |
DisclosureSEC source: 0001209191-18-023772 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,176 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 05, 2018 Filed Mar 7, 2018 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,641 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017811 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641 Underlying: Common Stock · 2,641 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s (the "Company")common stock. F5 · 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 5, 2018. All RSUs vest 100% on March 5, 2019, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2018. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 27,443 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-18-017811 · doc4.xml · derivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,443 Underlying: Common Stock · 27,443 shares Expires 2028-03-05 F4 · shares: Stock options will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 8,524 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017811 · doc4.xml · derivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,524 Underlying: Common Stock · 8,524 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s (the "Company")common stock. F2 · shares: RSUs will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 22,954 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,062 Underlying: Common Stock · 22,954 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 vest 20% on August 1, 2017, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,273 Underlying: Common Stock · 568 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 Pegasystems Inc.'s common stock. F5 · shares: Represents 20% vesting on March 2, 2018. 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. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 3,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,317 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 Pegasystems Inc.'s common stock. F4 · shares: Represents 100% vesting on March 2, 2018. The original grant was 3,317 restricted stock units, which were granted on March 2, 2017. As part of the Company's 2017 Corporate Incentive Plan (CICP), Mr. Stillwell elected to receive his annual Bonus in RSUs. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 14,678 | $56.85 | $834,444.30 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,676 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. F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 22,954 | $27.74 | $636,743.96 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,354 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 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,340 | $56.90 | $133,146.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F2 · 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 |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 168 | $55.90 | $9,391.20 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,740 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,908 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 20% vesting on March 2, 2018. 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 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 977 | $55.90 | $54,614.30 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,340 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 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 100% vesting on March 2, 2018. The original grant was 3,317 restricted stock units, which were granted on March 2, 2017. As part of the Company's 2017 Corporate Incentive Plan (CICP), Mr. Stillwell elected to receive his annual Bonus in RSUs. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · derivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,016 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. F7 · 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 |
| March 01, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,294 | $55.68 | $72,049.92 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 on March 1, 2018, ranging from $55.35 and 56.00. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,206 | $58.30 | $128,609.80 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 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 |
| March 01, 2018 Filed Mar 5, 2018 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $27.74 | $97,090.00 |
DisclosureSEC source: 0001209191-18-016660 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 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, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,516 Underlying: Common Stock · 211,516 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: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,426 Underlying: Common Stock · 43,732 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 Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on February 1, 2018. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 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 |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,678 | $51.52 | $137,970.56 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 February 1, 2018, ranging from $50.65 to $51.80. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and option awards. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,118 | $51.52 | $57,599.36 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,678 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 February 1, 2018, ranging from $50.65 to $51.80. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,382 | $50.60 | $120,529.20 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,796 F2 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Stilwell's tax liability, which were paid by way of withholding by the Company of shares of equal value Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,178 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, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 694 | $50.85 | $35,289.90 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,678 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007628 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,372 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, 2018. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-18-002056 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,016 Underlying: Common Stock · 211,516 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 01, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 517 | $47.88 | $24,753.96 |
DisclosureSEC source: 0001209191-18-002056 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 F2 · 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 |
| January 02, 2018 Filed Jan 4, 2018 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,483 | $47.50 | $70,442.50 |
DisclosureSEC source: 0001209191-18-002056 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703 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 |
| January 02, 2018 Filed Jan 4, 2018 22:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002056 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,186 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-17-063952 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,016 Underlying: Common Stock · 211,516 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 01, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 830 | $49.92 | $41,433.60 |
DisclosureSEC source: 0001209191-17-063952 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 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 on December 1, 2017, ranging from $49.25 to $50.20. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,670 | $50.25 | $134,167.50 |
DisclosureSEC source: 0001209191-17-063952 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,016 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 |
| December 01, 2017 Filed Dec 5, 2017 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063952 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,686 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, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,516 Underlying: Common Stock · 211,516 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: 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 |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,799 Underlying: Common Stock · 43,732 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 Pegasystems Inc.'s common stock. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $57.83 | $173,490.00 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 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 November 1, 2017, ranging from $57.55 to $58.20. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 978 | $57.83 | $56,557.74 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186 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 November 1, 2017, ranging from $57.55 to $58.20. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,522 | $58.75 | $148,167.50 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,164 F2 · 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 |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,686 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.