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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 908 | $58.30 | $52,936.40 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059210 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,094 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, 2017. 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 02, 2017 Filed Oct 4, 2017 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-17-055935 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,016 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 1, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,228 | $57.97 | $71,187.16 |
DisclosureSEC source: 0001209191-17-055935 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 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 October 2, 2017, ranging from $57.15 to $58.35. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,272 | $57.75 | $131,208.00 |
DisclosureSEC source: 0001209191-17-055935 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,135 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 |
| October 02, 2017 Filed Oct 4, 2017 21:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055935 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,407 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 |
| September 01, 2017 Filed Sep 6, 2017 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-17-051649 · doc4.xml · derivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,516 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. 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 |
| September 01, 2017 Filed Sep 6, 2017 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,227 | $57.47 | $70,515.69 |
DisclosureSEC source: 0001209191-17-051649 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 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 September 1, 2017, ranging from $57.05 to $57.70. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,273 | $57.70 | $131,152.10 |
DisclosureSEC source: 0001209191-17-051649 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 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 |
| September 01, 2017 Filed Sep 6, 2017 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051649 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,407 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, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,500 | $0.00 Strike: $27.74 | $0.00 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · derivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,016 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. 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 |
| August 01, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 8,746 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · derivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,986 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. F1 · shares: Represents 20% vesting on August 1, 2017. 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, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,283 | $60.40 | $77,493.20 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 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 |
| August 01, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,217 | $60.70 | $134,571.90 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 F4 · 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 |
| August 01, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,407 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, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,000 | $60.51 | $181,530.00 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 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 August 1, 2017, ranging from $59.80 and $61.10. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 2,839 | $60.45 | $171,617.55 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,907 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 8,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047479 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,746 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 20% vesting on August 1, 2017. 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 |
| March 02, 2017 Filed Mar 6, 2017 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 3,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018416 · doc4.xml · derivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 Underlying: Common Stock · 3,317 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s 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 2, 2017. All RSUs vest 100% on March 2, 2018, subject to attainment of the CICP performance threshold for the year ending December 31, 2017. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 9,378 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-17-018416 · doc4.xml · derivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,378 Underlying: Common Stock · 9,378 shares Expires 2027-03-02 F4 · shares: Options vest 20% on March 2, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 2,841 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018416 · doc4.xml · derivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,841 Underlying: Common Stock · 2,841 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F2 · shares: RSUs vest 20% on March 2, 2018, and the remaining 80% vest 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.