Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Chief of Clients and Markets | September 04, 2026 | September 09, 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 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 131,651 |
Ending reported balance
After 2026-09-07 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-04 · Exercise / conversion · Acquired 1,616 · Balance 129,340 Row 2 · 2026-09-04 · Tax withholding · Disposed 636 · Balance 128,704 Row 3 · 2026-09-05 · Exercise / conversion · Acquired 2,202 · Balance 130,906 Row 4 · 2026-09-05 · Tax withholding · Disposed 867 · Balance 130,039 Row 5 · 2026-09-07 · Exercise / conversion · Acquired 2,658 · Balance 132,697 Row 6 · 2026-09-07 · Tax withholding · Disposed 1,046 · Balance 131,651 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-04 | Direct | 16,154 |
Reported balance
After 2026-09-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-04 · Exercise / conversion · Disposed 1,616 · Balance 16,154 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-05 | Direct | 13,206 |
Reported balance
After 2026-09-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-05 · Exercise / conversion · Disposed 2,202 · Balance 13,206 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-07 | Direct | 5,316 |
Reported balance
After 2026-09-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-07 · Exercise / conversion · Disposed 2,658 · Balance 5,316 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.
F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 07, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,316 Underlying: Common stock · 2,658 shares Expires 2027-03-07 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. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| September 07, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,046 | $37.36 | $39,078.56 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,651 Read SEC document |
| September 07, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,697 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 05, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,206 Underlying: Common stock · 2,202 shares Expires 2028-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 867 | $37.36 | $32,391.12 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,039 Read SEC document |
| September 05, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,906 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 04, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,616 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,154 Underlying: Common stock · 1,616 shares Expires 2029-03-04 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: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 636 | $37.72 | $23,989.92 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,704 Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000022 · wk-form4_1788990011.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,340 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, 2026 Filed Sep 2, 2026 20:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,176 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000020 · wk-form4_1788380045.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,350 Underlying: Common stock · 1,176 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. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 463 | $36.81 | $17,043.03 |
DisclosureSEC source: 0001480560-26-000020 · wk-form4_1788380045.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,724 Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000020 · wk-form4_1788380045.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,187 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 07, 2026 Filed Jun 9, 2026 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000018 · wk-form4_1781036709.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,974 Underlying: Common stock · 2,658 shares Expires 2027-03-07 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| June 07, 2026 Filed Jun 9, 2026 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,046 | $34.71 | $36,306.66 |
DisclosureSEC source: 0001480560-26-000018 · wk-form4_1781036709.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,011 Read SEC document |
| June 07, 2026 Filed Jun 9, 2026 20:25 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000018 · wk-form4_1781036709.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,057 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 05, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,408 Underlying: Common stock · 2,200 shares Expires 2028-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 866 | $35.44 | $30,691.04 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,399 Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,265 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, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,616 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,770 Underlying: Common stock · 1,616 shares Expires 2029-03-04 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 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 636 | $35.11 | $22,329.96 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,065 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000016 · wk-form4_1780949098.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,701 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 01, 2026 Filed Jun 2, 2026 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,176 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000014 · wk-form4_1780433729.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,526 Underlying: Common stock · 1,176 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. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 463 | $35.73 | $16,542.99 |
DisclosureSEC source: 0001480560-26-000014 · wk-form4_1780433729.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,085 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000014 · wk-form4_1780433729.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,548 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 10, 2026 Filed Mar 12, 2026 20:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 6,700 | $44.76 | $299,858.50 |
DisclosureSEC source: 0001480560-26-000012 · wk-form4_1773346028.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,372 Read SEC document |
| March 07, 2026 Filed Mar 10, 2026 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000010 · wk-form4_1773173955.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,632 Underlying: Common stock · 2,658 shares Expires 2027-03-07 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| March 07, 2026 Filed Mar 10, 2026 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 648 | $47.24 | $30,611.52 |
DisclosureSEC source: 0001480560-26-000010 · wk-form4_1773173955.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,072 Read SEC document |
| March 07, 2026 Filed Mar 10, 2026 20:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000010 · wk-form4_1773173955.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,720 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: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000008 · wk-form4_1773087975.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,608 Underlying: Common stock · 2,202 shares Expires 2028-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 537 | $47.05 | $25,265.85 |
DisclosureSEC source: 0001480560-26-000008 · wk-form4_1773087975.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,062 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000008 · wk-form4_1773087975.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,599 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: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 6,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,386 Underlying: Common stock · 6,462 shares Expires 2029-03-04 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: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,574 | $45.01 | $70,845.74 |
DisclosureSEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,397 Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 6,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,971 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: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 22,342 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,342 Underlying: Common stock · 22,342 shares Expires 2030-03-03 F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F3 · derivative.exercise_date: 25% of the restricted stock units vest on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Option · Derivative | 56,948 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0001480560-26-000006 · wk-form4_1772745859.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,948 Underlying: Common stock · 56,948 shares Expires 2036-03-03 F2 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 384 shares Expires 2026-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 94 | $43.73 | $4,110.62 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,509 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,603 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 01, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,174 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,702 Underlying: Common stock · 1,174 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. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 286 | $43.73 | $12,506.78 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,219 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-26-000004 · wk-form4_1772572106.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,505 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 10, 2026 Filed Feb 12, 2026 21:11 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 84,000 | $0.00 Strike: $31.05 | $0.00 |
DisclosureSEC source: 0001480560-26-000002 · wk-form4_1770930657.xml · derivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,500 Underlying: Common stock · 84,000 shares Expires 2034-03-05 F1 · shares: On March 5, 2024, the reporting person was granted an option to purchase shares of Pegasystems common stock. The option vests in two installments, with 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Pegasystems overachieved the performance criteria for the fiscal year ended December 31, 2025 at 160%, resulting in vesting of the option as to 84,000 shares. Read SEC document |
| December 31, 2025 Filed Dec 31, 2025 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000016 · wk-form4_1767215532.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,323 Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000014 · wk-form4_1766524369.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,323 Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,290 Underlying: Common stock · 2,658 shares Expires 2027-03-07 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,046 | $60.11 | $62,875.06 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,703 Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,749 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. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,810 Underlying: Common stock · 2,202 shares Expires 2028-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 867 | $57.00 | $49,419.00 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,091 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.