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 |
|---|---|---|---|---|---|---|
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,433 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. F6 · 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 March 2, 2019, with a release date of March 4, 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,478 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. F6 · 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 March 2, 2019, with a release date of March 4, 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 4 years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 109 | $66.32 | $7,228.88 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,726 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,835 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 March 2, 2019, with a release date of March 4, 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 4 years. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 183 | $66.32 | $12,136.56 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,466 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017469 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,649 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 March 2, 2019, with a release date of March 4, 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 4 years. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,687 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,365 Underlying: Common Stock · 1,687 shares Expires 2025-03-02 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. F5 · derivative.exercise_date: Options vested 20% on March 02, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,687 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,052 Underlying: Common Stock · 1,687 shares Expires 2025-03-02 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. F5 · derivative.exercise_date: Options vested 20% on March 02, 2016, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 820 | $66.13 | $54,226.60 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F2 · shares: Represents the weighted average of the sale prices, ranging from $66.04 to $66.38. 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 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 867 | $66.00 | $57,222.00 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,850 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,687 | $20.49 | $34,566.63 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,717 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, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 826 | $66.13 | $54,623.38 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F2 · shares: Represents the weighted average of the sale prices, ranging from $66.04 to $66.38. 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 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 861 | $66.00 | $56,826.00 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,856 F1 · shares: Represents the exercise price of the Stock Options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of withholding by the Company of shares of equal value. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,687 | $20.49 | $34,566.63 |
DisclosureSEC source: 0001209191-19-016711 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,717 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 |
| January 16, 2019 Filed Jan 18, 2019 22:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,541 | $53.00 | $81,673.00 |
DisclosureSEC source: 0001209191-19-004589 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 1,474 | $47.34 | $69,779.16 |
DisclosureSEC source: 0001209191-19-002144 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,571 F1 · price: Represents the weighted average of the sale prices, ranging from $46.88 to $47.69. 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. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062321 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,422 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. 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 December 9, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 12049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 178 | $49.83 | $8,869.74 |
DisclosureSEC source: 0001209191-18-062321 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,045 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062321 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,223 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 9, 2018, with a release date of December 10, 2018, the first business day following the vesting. The original grant was 12049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062014 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504 Underlying: Common Stock · 502 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 December 7, 2018. The original grant was 10054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 148 | $51.60 | $7,636.80 |
DisclosureSEC source: 0001209191-18-062014 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,621 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062014 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,769 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 7, 2018. The original grant was 10054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,802 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. 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 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 7387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,097 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. 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 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 12383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 109 | $53.99 | $5,884.91 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,267 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,376 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 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 7387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 183 | $53.99 | $9,880.17 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,007 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:44 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061357 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,190 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 2, 2018, with a release date of December 3, 2018, the first business day following the vesting. The original grant was 12383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050520 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,024 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 178 | $63.65 | $11,329.70 |
DisclosureSEC source: 0001209191-18-050520 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,571 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 10, 2018 Filed Sep 11, 2018 21:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050520 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,749 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: Represents 5% vesting on September 9, 2018, with a release date of September 10, 2018, 12049 the first business day following the vesting. The original grant was restricted stock units, with 20% vesting on March 9,2017, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050331 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006 Underlying: Common Stock · 504 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 7, 2018. The original grant was 10054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 149 | $63.25 | $9,424.25 |
DisclosureSEC source: 0001209191-18-050331 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,147 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 21:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050331 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,296 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 7, 2018. The original grant was 10054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 370 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,171 Underlying: Common Stock · 370 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. F2 · shares: Represents 5% vesting on September 2, 2018, with a release date of September 4, 2018, 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 4 years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,716 Underlying: Common Stock · 620 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 5% vesting on September 2, 2018, with a release date of September 4, 2018, 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 4 years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,175 | $63.05 | $200,183.75 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 F3 · price: Represents the weighted average of the sale prices, ranging from $63.05 to $63.10. 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 options awards. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 109 | $63.70 | $6,943.30 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,076 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, 2018, with a release date of September 4, 2018, 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 4 years. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 183 | $63.70 | $11,657.10 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,706 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049942 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,889 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 5% vesting on September 2, 2018, with a release date of September 4, 2018, 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 4 years. Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 20:46 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,400 | $62.46 | $149,904.00 |
DisclosureSEC source: 0001209191-18-038592 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 F1 · price: Represents the weighted average of the sale prices, ranging from $62.45 to $62.51. 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. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037490 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627 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 June 9, 2018, with a release date of June 11, 2018, the first business day following the vesting. 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 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 178 | $62.45 | $11,116.10 |
DisclosureSEC source: 0001209191-18-037490 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,669 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037490 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,847 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 June 9, 2018, with a release date of June 11, 2018, the first business day following the vesting. 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 4 years. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037040 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 Underlying: Common Stock · 502 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 June 7, 2018. The original grant was 10,054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 148 | $65.40 | $9,679.20 |
DisclosureSEC source: 0001209191-18-037040 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 21:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037040 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,392 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 June 7, 2018. The original grant was 10,054 restricted stock units, with 20% vesting on March 7, 2015, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,541 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. 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 June 2, 2018, with a release date of June 4, 2018, the first business day following the vesting. The original grant was 7387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336 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. 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 June 2, 2018, with a release date of June 4, 2018, the first business day following the vesting. The original grant was 12383 restricted stock units, with 20% vesting on March 2, 2016, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.