STILLWELL KENNETH

SEC source: 0001680115-25-000008 · wk-form4_1757019359.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,992

SEC source: 0001680115-25-000008 · wk-form4_1757019359.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,446

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Represents a 5% vesting on September 2, 2025. The original grant was 11,527 restricted stock units, with 20% vesting on March 2, 2022, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

SEC source: 0001680115-25-000008 · wk-form4_1757019359.xml · derivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,104

Underlying: Common stock · 2,352 shares

Expires 2027-03-01

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 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 23,508 restricted stock units, with 20% vesting on March 1, 2023, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F4 · balance_after: All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025.

SEC source: 0001680115-25-000008 · wk-form4_1757019359.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,294

SEC source: 0001680115-25-000008 · wk-form4_1757019359.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,220

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 23,508 restricted stock units, with 20% vesting on March 1, 2023, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · derivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 129,600

Underlying: Common stock · 25,920 shares

Expires 2032-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · shares: All share amounts and price data in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025.

F5 · derivative.exercise_date: Option vests in 16 equal quarterly installments over four years beginning on the Date Exercisable in Table II.

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,868

F3 · price: Represents the weighted average of sale prices, ranging from $58.17 to $58.27. 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.

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 131,015

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 145,788

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.

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,868

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

SEC source: 0001680115-25-000006 · wk-form4_1754428157.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,968

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $57.20 to $58.14. 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.

SEC source: 0001680115-25-000004 · wk-form4_1753823013.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 220,000 shares

Expires 2032-06-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: All share amounts and price data in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025.

F2 · derivative.exercise_date: Options vested 33% on the Date Exercisable in Table II, with the remaining 67% vesting in equal quarterly amounts over the next two years.

SEC source: 0001680115-25-000004 · wk-form4_1753823013.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,868

SEC source: 0001680115-25-000004 · wk-form4_1753823013.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 269,350

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.

SEC source: 0001013857-25-000195 · wk-form4_1751577032.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,350

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $53.05 to $53.94. 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.

F4 · balance_after: Total shares beneficially owned reflect a 2-for-1 stock split effectuated on June 20, 2025. Includes shares acquired on June 30, 2025 pursuant to the employee stock purchase plan.

SEC source: 0001013857-25-000195 · wk-form4_1751577032.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,350

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $51.88 to $52.67. 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.

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,273

Underlying: Common stock · 2,611 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 a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,605

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000178 · wk-form4_1749589887.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,633

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,212

Underlying: Common stock · 2,201 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 a 5% vesting on June 5, 2025. The original grant was 35,218 restricted stock units, with 25 % vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,022

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000168 · wk-form4_1749504441.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,889

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 35,218 restricted stock units, with 25 % vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years.

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,729

Underlying: Common stock · 576 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 common stock.

F3 · shares: Represents a 5% vesting on June 2, 2025. The original grant was 11,527 restricted stock units, with 20% vesting on March 2, 2022, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · derivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,228

Underlying: Common stock · 1,175 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 common stock.

F1 · shares: Represents a 5% vesting on June 1, 2025, with a release date of June 2, 2025, the first business day following vesting. The original grant was 23,508 restricted stock units, with 20% vesting on March 1, 2023, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,688

F4 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,688

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,915

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Represents a 5% vesting on June 2, 2025. The original grant was 11,527 restricted stock units, with 20% vesting on March 2, 2022, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,339

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

SEC source: 0001013857-25-000152 · wk-form4_1748985930.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,802

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on June 1, 2025, with a release date of June 2, 2025, the first business day following vesting. The original grant was 23,508 restricted stock units, with 20% vesting on March 1, 2023, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

SEC source: 0001013857-25-000134 · wk-form4_1747344391.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,760

Underlying: Common stock · 12,960 shares

Expires 2032-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Options will vest in equal quarterly installments over a four year period. The first vest occurred on February 2, 2023.

SEC source: 0001013857-25-000134 · wk-form4_1747344391.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,627

F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value.

F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000134 · wk-form4_1747344391.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,455

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001013857-25-000130 · wk-form4_1746479666.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,495

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $93.76 to $94.55. 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.

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000130 · wk-form4_1746479666.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,795

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $92.14 to $93.05. 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.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 31,326 shares

Expires 2033-03-07

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: On March 7, 2023, the reporting person was granted an option to purchase 41,768 shares of common stock. The option vested in two installments: 25% vested on the first anniversary of the date of grant, and 75% vested on the second anniversary of the date of grant.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · derivative · entry 7

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 30,000 shares

Expires 2033-03-07

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: On March 7, 2023, the reporting person was granted an option to purchase 40,000 shares of common stock. The option vested in two installments: 25% vested on the first anniversary of the date of grant, and 75% vested on the second anniversary of the date of grant.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 6

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,495

F2 · price: Represents the weighted average of sale prices, ranging from $89.33 to $89.49. 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.

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 5

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,543

F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,821

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.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,495

F2 · price: Represents the weighted average of sale prices, ranging from $89.33 to $89.49. 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.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,160

F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value.

SEC source: 0001013857-25-000121 · wk-form4_1745960978.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,495

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.

SEC source: 0001013857-25-000089 · wk-form4_1743720353.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,245

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Stillwell August 29, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $69.49 to $70.00. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · derivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,884

Underlying: Common stock · 2,610 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 a 5% vesting on March 7, 2025. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · nonDerivative · entry 2

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,245

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000079 · wk-form4_1741727917.xml · nonDerivative · entry 1

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,273

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents a 5% vesting on March 7, 2025. The original grant was 41,768 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years.

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 9

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,413

Underlying: Common stock · 8,805 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.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 35,218 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · derivative · entry 8

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 3,522 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 100% vesting on March 5, 2025. The original grant was 3,522 restricted stock units, which were granted on March 5, 2024. As part of the Company's Corporate Incentive Compensation Plan (CICP), Mr. Stillwell elected to receive half of his annual bonus in RSUs.

F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 4

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,663

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

SEC source: 0001013857-25-000065 · wk-form4_1741300893.xml · nonDerivative · entry 3

STILLWELL KENNETH · CIK 0001680115 · COO, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,128

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 35,218 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years.