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 |
|---|---|---|---|---|---|---|
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 109 | $62.30 | $6,790.70 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,890 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,999 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 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. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 183 | $62.30 | $11,400.90 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,630 Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:26 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036141 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,813 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 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. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019337 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,230 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 March 9, 2018. 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. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 178 | $62.70 | $11,160.60 |
DisclosureSEC source: 0001209191-18-019337 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,194 F2 · balance_after: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:45 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019337 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,372 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 9, 2018. 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 |
| March 07, 2018 Filed Mar 9, 2018 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018569 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,012 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 March 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 |
| March 07, 2018 Filed Mar 9, 2018 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 148 | $60.85 | $9,005.80 |
DisclosureSEC source: 0001209191-18-018569 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,770 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:23 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018569 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,918 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 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 |
| March 05, 2018 Filed Mar 7, 2018 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,751 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017817 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751 Underlying: Common Stock · 1,751 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s (the "Company") common stock. F5 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 5, 2018. All RSUs vest 100% on March 5, 2019, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2018. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 23,327 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-18-017817 · doc4.xml · derivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,327 Underlying: Common Stock · 23,327 shares Expires 2028-03-05 F4 · shares: Stock options will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 7,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017817 · doc4.xml · derivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,246 Underlying: Common Stock · 7,246 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s (the "Company") common stock. F2 · shares: RSUs will vest 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,477 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,910 Underlying: Common Stock · 1,477 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F3 · shares: Represents 20% vesting on March 2, 2018. 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 |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,865 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F2 · shares: Represents 100% vesting on March 2, 2018. The original grant was 1,865 restricted stock units, which were granted on March 2, 2017. As part of the Company's 2017 Corporate Incentive Plan (CICP), Mr. Trefler elected to receive his annual Bonus in RSUs. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,955 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on March 2, 2018. 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 |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 435 | $55.90 | $24,316.50 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,416 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and options awards. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,851 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents 20% vesting on March 2, 2018. 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 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 542 | $55.90 | $30,297.80 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,374 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,916 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 100% vesting on March 2, 2018. The original grant was 1,865 restricted stock units, which were granted on March 2, 2017. As part of the Company's 2017 Corporate Incentive Plan (CICP), Mr. Trefler elected to receive his annual Bonus in RSUs. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 190 | $55.90 | $10,621.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,051 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 22:57 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017428 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,241 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, 2018. 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 |
| December 11, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,832 Underlying: Common Stock · 12,049 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 Pegasystems Inc.'s common stock. F2 · shares: Represents 5% vesting on December 9, 2017, with a release date of December 11, 2017, 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 |
| December 11, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 284 | $49.65 | $14,100.60 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,622 Read SEC document |
| December 11, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,906 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. F2 · shares: Represents 5% vesting on December 9, 2017, with a release date of December 11, 2017, 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 |
| December 07, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,514 Underlying: Common Stock · 10,054 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 Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on December 7, 2017. 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 |
| December 07, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 238 | $49.15 | $11,697.70 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,303 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065061 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 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, 2017. 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 |
| December 04, 2017 Filed Dec 6, 2017 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064237 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,574 Underlying: Common Stock · 12,383 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 292 | $50.25 | $14,673.00 |
DisclosureSEC source: 0001209191-17-064237 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,037 Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 22:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064237 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,329 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, 2017, with a release date of December 4, 2017, 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 |
| September 11, 2017 Filed Sep 13, 2017 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052677 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,435 Underlying: Common Stock · 12,049 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 9, 2017, with a release date of September 11, 2017, 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 284 | $55.65 | $15,804.60 |
DisclosureSEC source: 0001209191-17-052677 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,710 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052677 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,994 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, 2017, with a release date of September 11, 2017, 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 |
| September 07, 2017 Filed Sep 11, 2017 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052265 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,018 Underlying: Common Stock · 10,054 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 7, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 237 | $56.25 | $13,331.25 |
DisclosureSEC source: 0001209191-17-052265 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,392 Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 21:07 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052265 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,629 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, 2017. 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 |
| September 05, 2017 Filed Sep 7, 2017 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051898 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,193 Underlying: Common Stock · 12,383 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on September 2, 2017, with a release date of September 5, 2017, 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 292 | $57.65 | $16,833.80 |
DisclosureSEC source: 0001209191-17-051898 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,127 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:48 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051898 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,419 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, 2017, with a release date of September 5, 2017, 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 |
| August 21, 2017 Filed Aug 23, 2017 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 8,500 | $0.00 Strike: $18.03 | $0.00 |
DisclosureSEC source: 0001209191-17-049978 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,624 Underlying: Common Stock · 17,124 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. F4 · derivative.exercise_date: Options vested 20% on March 7, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. F5 · derivative.underlying_shares: The grant of restricted stock units was previously reported as 8,562, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,380 | $54.75 | $185,055.00 |
DisclosureSEC source: 0001209191-17-049978 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 F3 · price: Represents the weighted average of the sale prices on August 21, 2017, ranging from $54.70 to $54.75. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,013 | $54.54 | $164,329.02 |
DisclosureSEC source: 0001209191-17-049978 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,180 F2 · price: Represents the weighted average of the sale prices on August 21, 2017, ranging from $54.50 to $54.55. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 5,487 | $54.55 | $299,315.85 |
DisclosureSEC source: 0001209191-17-049978 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,193 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 |
| August 21, 2017 Filed Aug 23, 2017 21:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049978 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,680 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 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,037 Underlying: Common Stock · 12,049 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 Pegasystems Inc.'s common stock. F5 · shares: Represents 5% vesting on June 9, 2017. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 14,938 | $0.00 Strike: $16.02 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,938 shares Expires 2021-03-17 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 · derivative.exercise_date: Options vested 20% on March 17, 2012, with the remaining 80% vesting in equal quarterly installments over the next four years. F9 · derivative.underlying_shares: The grant of restricted stock units was previously reported as 7469, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 284 | $63.65 | $18,076.60 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,180 Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,464 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · shares: Represents 5% vesting on June 9, 2017. 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 |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 3,120 | $64.22 | $200,366.40 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,861 F4 · price: Represents the weighted average of the sale prices on June 9, 2017, ranging from $64.20 to $64.25. 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.