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 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 5,940 | $64.34 | $382,179.60 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,981 F3 · price: Represents the weighted average of the sale prices on June 9, 2017, ranging from $64.30 to $64.35. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 8,998 | $64.35 | $579,021.30 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,921 F2 · 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 |
| June 09, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 14,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,919 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,520 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. F6 · 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 June 7, 2017. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 237 | $60.60 | $14,362.20 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,981 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038930 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,218 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, 2017. 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 |
| June 02, 2017 Filed Jun 5, 2017 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037873 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 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 June 2, 2017. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 292 | $58.90 | $17,198.80 |
DisclosureSEC source: 0001209191-17-037873 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,716 Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037873 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,008 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, 2017. 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 |
| May 19, 2017 Filed May 23, 2017 21:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 11,672 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-17-034691 · doc4.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,672 shares Expires 2020-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Options vested 20% on March 1, 2011, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 4,560 | $56.41 | $257,229.60 |
DisclosureSEC source: 0001209191-17-034691 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,389 F2 · price: Represents the weighted average of the sale prices on May 19, 2017, ranging from $56.40 and $56.50. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 7,112 | $56.45 | $401,472.40 |
DisclosureSEC source: 0001209191-17-034691 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,949 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 withholding by the Company of shares of equal value. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:16 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 11,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034691 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,061 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 09, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,409 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 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. F4 · 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 9, 2017. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 782 | $43.85 | $34,290.70 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,389 Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 2,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,171 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 9, 2017. 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, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Options · Derivative | 504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,022 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. F4 · 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 March 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · 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 · 6,994 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 Pegasystems Inc.'s common stock. F1 · shares: Represents 5% vesting on March 7, 2017. The original grant was 6,994 restricted stock units, with 20% vesting on March 7, 2013, 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 |
| March 07, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 164 | $43.50 | $7,134.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,762 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,926 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 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 |
| March 07, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 114 | $43.50 | $4,959.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,422 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:37 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019685 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,536 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, 2017. The original grant was 6,994 restricted stock units, with 20% vesting on March 7, 2013, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 1,865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 18 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 Underlying: Common Stock · 1,865 shares Expires not disclosed F12 · 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 2, 2017. All RSUs vest 100% on March 2, 2018, subject to attainment of the CICP performance threshold for the year ending December 31, 2017. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 24,382 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 17 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,382 Underlying: Common Stock · 24,382 shares Expires 2027-03-02 F11 · shares: Options vest 20% on March 2, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 7,387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 16 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,387 Underlying: Common Stock · 7,387 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F10 · shares: RSUs vest 20% on March 2, 2018, and the remaining 80% vest in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options Units · Derivative | 7,000 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 15 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,870 Underlying: Common Stock · 18,672 shares Expires 2020-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.underlying_shares: The grant of restricted stock units was previously reported as 9,336, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 6,390 | $0.00 Strike: $16.15 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 14 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,690 shares Expires 2019-12-15 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.underlying_shares: The grant of restricted stock units was previously reported as 1,845, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 3,880 | $0.00 Strike: $5.94 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 13 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,880 shares Expires 2018-12-11 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.underlying_shares: The grant of restricted stock units was previously reported as 2,940, but has been adjusted to reflect a 2-for-1 stock split that occurred on April 1, 2014. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 619 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · derivative · entry 12 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,431 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. 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, 2017. 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, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,807 | $44.36 | $124,518.52 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 11 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 F4 · price: Represents the weighted average of the sale prices on March 2, 2017, ranging from $44.35 and $44.38. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 4,193 | $44.35 | $185,959.55 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,993 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,186 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 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,746 | $44.37 | $121,840.02 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 F3 · price: Represents the weighted average of the sale prices on March 2, 2017, ranging from $44.35 and $44.43. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 3,644 | $44.40 | $161,793.60 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,932 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 6,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,576 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 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 2,269 | $44.42 | $100,788.98 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 F2 · price: Represents the weighted average of the sale prices on March 2, 2017, ranging from $44.40 and $44.43. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 1,611 | $44.40 | $71,528.40 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,455 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 3,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,066 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 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 213 | $45.20 | $9,627.60 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:38 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018424 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,399 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, 2017. 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 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Underlying: Common Stock · 6,994 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 7, 2016. The original grant was 6994 restricted stock units, with 20% vesting on March 7, 2013, 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, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,526 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, 2016. The original grant was 10045 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, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 114 | $35.00 | $3,990.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,780 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,894 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 7, 2016. The original grant was 6994 restricted stock units, with 20% vesting on March 7, 2013, and the remaining 80% vesting in equal quarterly installments over the remaining 4 years. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 163 | $35.00 | $5,705.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,544 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 22:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154464 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,707 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, 2016. The original grant was 10045 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 02, 2016 Filed Dec 5, 2016 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153383 · doc4.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,050 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 December 2, 2016. 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. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 202 | $34.85 | $7,039.70 |
DisclosureSEC source: 0001209191-16-153383 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,205 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153383 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,407 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, 2016. 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 |
| December 02, 2016 Filed Mar 4, 2020 23:29 UTC Amendment | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016330 · doc4a.xml · derivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,049 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. F1 · security: Each restricted stock unit represents the right to receive, following vesting, on share of the issuer's common stock. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. F3 · balance_after: The Form 4 filed on December 5, 2016 is amended by this Form 4 amendment to clarify the number of shares held directly and indirectly by Mr. Trefler. All forms filed after December 5, 2016 overstated the derivative securities beneficial ownership of Mr. Trefler by one share. 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.