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 |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 9, 2025 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000012 · wk-form4_1765317149.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,958 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384 Underlying: Common stock · 384 shares Expires 2026-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 152 | $54.85 | $8,337.20 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,756 Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,908 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,176 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,876 Underlying: Common stock · 1,176 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 463 | $54.77 | $25,358.51 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,524 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000010 · wk-form4_1764797450.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 30,590 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001480560-25-000008 · wk-form4_1761596295.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 30,590 shares Expires 2026-03-09 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: The share amounts and price data in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025. F3 · derivative.exercise_date: This option vested as to 20% of the shares subject to the option on the Date Exercisable set forth in Table II and as to the remaining 80% of shares in equal quarterly installments over the following four years. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 14,865 | $63.40 | $942,441.00 |
DisclosureSEC source: 0001480560-25-000008 · wk-form4_1761596295.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,799 F1 · price: Represents the weighted average of sale prices, ranging from $63.40 to $63.46. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 15,725 | $63.40 | $996,965.00 |
DisclosureSEC source: 0001480560-25-000008 · wk-form4_1761596295.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,664 Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:18 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 30,590 | $12.60 | $385,434.00 |
DisclosureSEC source: 0001480560-25-000008 · wk-form4_1761596295.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,389 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 07, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,948 Underlying: Common stock · 2,658 shares Expires 2027-03-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| September 07, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,046 | $55.51 | $58,063.46 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,799 Read SEC document |
| September 07, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,845 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,012 Underlying: Common stock · 2,200 shares Expires 2028-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · derivative.exercise_date: This restricted stock unit award vested 25% on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the remaining 3 years. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 866 | $53.81 | $46,599.46 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,187 Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:09 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000006 · wk-form4_1757448590.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 768 Underlying: Common stock · 384 shares Expires 2026-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on September 2, 2025. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · balance_after: All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 152 | $54.21 | $8,239.92 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,853.994 F3 · balance_after: Beneficial ownership totals reflect Pegasystems Inc.'s 2-for-1 forward stock split effectuated on June 20, 2025, and a correction to the number of shares directly held, which was previously incorrectly reported as lower (on a pre-split basis) due to an administrative error. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,005.994 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. F2 · shares: Represents a 5% vesting on September 2, 2025. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 01, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,176 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,052 Underlying: Common stock · 1,176 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · balance_after: All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025. Read SEC document |
| September 01, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 463 | $54.21 | $25,099.23 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,621.994 Read SEC document |
| September 01, 2025 Filed Sep 4, 2025 20:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001480560-25-000004 · wk-form4_1757019508.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,084.994 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 a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,303 Underlying: Common stock · 1,329 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 a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 523 | $102.46 | $53,586.58 |
DisclosureSEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,440 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 21:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000180 · wk-form4_1749590059.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,963 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on June 7, 2025, with a release date of June 9, 2025, the first business day following vesting. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,106 Underlying: Common stock · 1,101 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 a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 434 | $101.41 | $44,011.94 |
DisclosureSEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,634 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000170 · wk-form4_1749504709.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,068 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on June 5, 2025. The original grant was 17,609 restricted stock units, with 25% vesting on March 5, 2025, and the remaining 75% vesting in equal quarterly installments over the next three years. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 Underlying: Common stock · 193 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. F3 · shares: Represents a 5% vesting on June 2, 2025. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting 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 |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,114 Underlying: Common stock · 588 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 a 5% vesting on June 1, 2025, with a release date of June 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting 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 |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 76 | $98.15 | $7,459.40 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,967 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 193 | $98.15 | $18,942.95 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,043 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 a 5% vesting on June 2, 2025. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 232 | $98.15 | $22,770.80 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,850 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 588 | $98.15 | $57,712.20 |
DisclosureSEC source: 0001013857-25-000148 · wk-form4_1748985630.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,082 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on June 1, 2025, with a release date of June 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,632 Underlying: Common stock · 1,329 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 a 5% vesting on March 7, 2025. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 523 | $76.86 | $40,197.78 |
DisclosureSEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,494 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 21:21 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000081 · wk-form4_1741728113.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on March 7, 2025. The original grant was 21,264 restricted stock units, with a 25% vesting on March 7, 2024. The remaining 75% will vest in equal quarterly installments over the remaining three years. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 4,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,207 Underlying: Common stock · 4,402 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 a 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,733 | $77.63 | $134,532.79 |
DisclosureSEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,688 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 4,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 25% vesting on March 5, 2025. The original grant was 17,609 restricted stock units, with the remaining 75% vesting in equal quarterly installments over the next three years. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 2,049 | $75.65 | $155,006.85 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,019 F5 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 26, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 32,145 | $0.00 Strike: $77.63 | $0.00 |
DisclosureSEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,145 Underlying: Common stock · 32,145 shares Expires 2035-03-04 F7 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 12,924 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000069 · wk-form4_1741301351.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,924 Underlying: Common stock · 12,924 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: RSUs will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 334 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on March 3, 2025. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 769 Underlying: Common stock · 192 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on March 2, 2025, with a release day of March 3, 2025, the first business day following vesting. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,702 Underlying: Common stock · 587 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on March 1, 2025, with a release date of March 3, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 132 | $78.51 | $10,363.32 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,068 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,200 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 · shares: Represents a 5% vesting on March 3, 2025. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 76 | $78.51 | $5,966.76 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,866 F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). 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.