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 |
|---|---|---|---|---|---|---|
| January 02, 2020 Filed Jan 3, 2020 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Option · Derivative | 1,300 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-20-001045 · doc4.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,865 Underlying: Common Stock · 1,300 shares Expires 2022-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 732 | $80.67 | $59,050.44 |
DisclosureSEC source: 0001209191-20-001045 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730 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 January 2, 2020, ranging from $80.61 to $80.85. The individual has provided to the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or to 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 share of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 568 | $80.01 | $45,445.68 |
DisclosureSEC source: 0001209191-20-001045 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,462 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,300 | $11.05 | $14,365.00 |
DisclosureSEC source: 0001209191-20-001045 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,030 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 09, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,012 Underlying: Common Stock · 602 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. F2 · shares: Represents 5% vesting on December 9, 2019. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the next four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 268 | $76.98 | $20,630.64 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,998 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 5% vesting on December 9, 2019. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 363 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 363 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on December 5, 2019. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the next four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 162 | $75.31 | $12,200.22 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,396 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059736 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on December 5, 2019. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,300 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,165 Underlying: Common Stock · 1,300 shares Expires 2022-12-12 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. F9 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,325 Underlying: Common Stock · 369 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 2, 2019. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621 Underlying: Common Stock · 619 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. F7 · 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 December 2, 2019. The original grant was 12,383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 619 | $75.34 | $46,635.46 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 F4 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · price: Represents the weighted average of the sale prices on December 2, 2019, ranging from $75.30 to $75.36. The individual has provided to 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. F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 681 | $77.51 | $52,784.31 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,814 F3 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,300 | $11.05 | $14,365.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,495 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. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 165 | $77.62 | $12,807.30 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,360 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 December 2, 2019. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 276 | $77.62 | $21,423.12 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991 Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059120 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,267 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 December 2, 2019. The original grant was 12,383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,473 | $0.00 Strike: $20.05 | $0.00 |
DisclosureSEC source: 0001209191-19-055255 · doc4.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,553 Underlying: Common Stock · 1,473 shares Expires 2024-03-07 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 · derivative.exercise_date: Options vested 20% on March 7, 2015, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · balance_after: The grant of stock options was previously reported as 13,013, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 600 | $76.16 | $45,696.00 |
DisclosureSEC source: 0001209191-19-055255 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,648 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 November 1, 2019, ranging from $76.03 to $76.25. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 873 | $75.21 | $65,658.33 |
DisclosureSEC source: 0001209191-19-055255 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,248 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,473 | $20.05 | $29,533.65 |
DisclosureSEC source: 0001209191-19-055255 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,121 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 |
| October 01, 2019 Filed Oct 3, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,473 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-19-052342 · doc4.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,465 Underlying: Common Stock · 1,473 shares Expires 2022-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 686 | $69.04 | $47,361.44 |
DisclosureSEC source: 0001209191-19-052342 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,648 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 1, 2019, ranging from $68.79 to $69.40. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock unit and/or options awards. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 787 | $68.69 | $54,059.03 |
DisclosureSEC source: 0001209191-19-052342 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 F1 · price: Represents exercise price of the Stock Options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,473 | $11.05 | $16,276.65 |
DisclosureSEC source: 0001209191-19-052342 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,121 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 11, 2019 Filed Sep 11, 2019 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,290 | $70.00 | $300,300.00 |
DisclosureSEC source: 0001209191-19-049182 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,648 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049182 · doc4.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614 Underlying: Common Stock · 603 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on September 9, 2019. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 269 | $71.58 | $19,255.02 |
DisclosureSEC source: 0001209191-19-049182 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,938 Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049182 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on September 9, 2019. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · derivative · entry 13 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,073 Underlying: Common Stock · 362 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 the issuer's common stock. F6 · shares: Represents 5% vesting on September 5, 2019. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 161 | $70.16 | $11,295.76 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,604 F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 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 · shares: Represents 5% vesting on September 5, 2019. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,473 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · derivative · entry 12 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,938 Underlying: Common Stock · 1,473 shares Expires 2022-12-12 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. F10 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,694 Underlying: Common Stock · 369 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 the issuer's common stock. F2 · shares: Represents 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 Underlying: Common Stock · 619 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 the issuer's common stock. F1 · shares: Represents 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 12,383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F9 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 687 | $69.66 | $47,856.42 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,403 F4 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · price: Represents the weighted average of the sale prices on September 3, 2019, ranging from $69.50 to $69.79. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 786 | $69.26 | $54,438.36 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,090 F3 · price: Represents the exercise price of the Stock Options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,473 | $11.05 | $16,276.65 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,876 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 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 165 | $70.15 | $11,574.75 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,403 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,568 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 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 276 | $70.15 | $19,361.40 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,199 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048592 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,475 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 5% vesting on September 2, 2019, with a release date of September 3, 2019, the first business day following the vesting. The original grant was 12,383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 511 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-19-044614 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,411 Underlying: Common Stock · 511 shares Expires 2022-12-12 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 December 12, 2013, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,208 | $0.00 Strike: $18.03 | $0.00 |
DisclosureSEC source: 0001209191-19-044614 · doc4.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,208 shares Expires 2022-03-07 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. F6 · derivative.exercise_date: Options vested 20% on March 7, 2013, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 444 | $76.37 | $33,908.28 |
DisclosureSEC source: 0001209191-19-044614 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,856 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities and Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sale prices on August 1, 2019, ranging from $76.30 to $76.44. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 308 | $75.98 | $23,401.84 |
DisclosureSEC source: 0001209191-19-044614 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,300 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities and Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices of August 1, 2019, ranging from $75.27 to $76.25. 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 |
| August 01, 2019 Filed Aug 5, 2019 21:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 269 | $75.49 | $20,306.81 |
DisclosureSEC source: 0001209191-19-044614 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,608 F1 · price: Represents the exercise price of the Stock Options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. 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.