Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Chief of Clients and Markets | September 04, 2026 | September 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PEGASYSTEMS INC
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 131,651 |
Ending reported balance
After 2026-09-07 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-04 · Exercise / conversion · Acquired 1,616 · Balance 129,340 Row 2 · 2026-09-04 · Tax withholding · Disposed 636 · Balance 128,704 Row 3 · 2026-09-05 · Exercise / conversion · Acquired 2,202 · Balance 130,906 Row 4 · 2026-09-05 · Tax withholding · Disposed 867 · Balance 130,039 Row 5 · 2026-09-07 · Exercise / conversion · Acquired 2,658 · Balance 132,697 Row 6 · 2026-09-07 · Tax withholding · Disposed 1,046 · Balance 131,651 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-04 | Direct | 16,154 |
Reported balance
After 2026-09-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-04 · Exercise / conversion · Disposed 1,616 · Balance 16,154 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-05 | Direct | 13,206 |
Reported balance
After 2026-09-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-05 · Exercise / conversion · Disposed 2,202 · Balance 13,206 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-07 | Direct | 5,316 |
Reported balance
After 2026-09-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-07 · Exercise / conversion · Disposed 2,658 · Balance 5,316 F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.
F2: 25% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,942 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 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. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 231 | $78.51 | $18,135.81 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,750 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 | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-25-000057 · wk-form4_1741128013.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,981 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 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. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 30,365 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 30,365 shares Expires 2025-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Options vested 20% on March 2, 2016, with the remaining 80% vesting in equal quarterly amounts over the following four years. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 14,944 | $84.74 | $1,266,354.56 |
DisclosureSEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,394 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 30,365 | $20.49 | $622,178.85 |
DisclosureSEC source: 0001013857-25-000040 · wk-form4_1740174069.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,338 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 |
| February 12, 2025 Filed Feb 14, 2025 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 8,750 | $0.00 Strike: $62.10 | $0.00 |
DisclosureSEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common stock · 8,750 shares Expires 2034-03-05 F4 · balance_after: On March 5, 2024, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 8,750 shares. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 26,250 | $0.00 Strike: $47.27 | $0.00 |
DisclosureSEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Common stock · 26,250 shares Expires 2033-03-07 F3 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 35,000 shares of common stock. The option vests in two installments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 26,250 shares. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 15,948 | $0.00 Strike: $47.27 | $0.00 |
DisclosureSEC source: 0001013857-25-000036 · wk-form4_1739572111.xml · derivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,264 Underlying: Common stock · 15,948 shares Expires 2033-03-07 F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 21,264 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 15,948 shares. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $93.83 | $70,560.16 |
DisclosureSEC source: 0001013857-25-000002 · wk-form4_1735942791.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,973 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 24, 2024 Filed Dec 27, 2024 22:01 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000289 · wk-form4_1735336879.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,725 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2024 Filed Dec 10, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000279 · wk-form4_1733870158.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,961 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 December 7, 2024, with a release date of December 9, 2024, 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 |
| December 09, 2024 Filed Dec 10, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 523 | $97.28 | $50,877.44 |
DisclosureSEC source: 0001013857-24-000279 · wk-form4_1733870158.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,365 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 |
| December 09, 2024 Filed Dec 10, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000279 · wk-form4_1733870158.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on December 7, 2024, with a release date of December 9, 2024, 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 |
| December 03, 2024 Filed Dec 4, 2024 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000269 · wk-form4_1733350470.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334 Underlying: Common stock · 335 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 December 3, 2024. 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. F5 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 132 | $94.48 | $12,471.36 |
DisclosureSEC source: 0001013857-24-000269 · wk-form4_1733350470.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,559 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 |
| December 03, 2024 Filed Dec 4, 2024 22:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000269 · wk-form4_1733350470.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,691 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents a 5% vesting on December 3, 2024. 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 |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 961 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. F6 · 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 December 2, 2024. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,289 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 1, 2024, with a release date of December 2, 2024, 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 76 | $94.97 | $7,217.72 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,356 F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,432 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 December 2, 2024. 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 |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 232 | $94.97 | $22,033.04 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,240 F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,472 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on December 1, 2024, with a release date of December 2, 2024, 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 |
| December 02, 2024 Filed Dec 3, 2024 22:35 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $94.60 | $71,139.20 |
DisclosureSEC source: 0001013857-24-000259 · wk-form4_1733265338.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,884 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 20,000 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,295 Underlying: Common stock · 20,000 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. F4 · shares: Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 8,288 | $81.23 | $673,234.24 |
DisclosureSEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,636 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 11,712 | $79.57 | $931,923.84 |
DisclosureSEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,924 F2 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 20,000 | $25.20 | $504,000.00 |
DisclosureSEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,636 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 31, 2024 Filed Nov 4, 2024 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $81.59 | $61,355.68 |
DisclosureSEC source: 0001013857-24-000237 · wk-form4_1730759763.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,636 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 21:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $72.00 | $54,144.00 |
DisclosureSEC source: 0001013857-24-000218 · wk-form4_1727816884.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,388 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,290 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 September 7, 2024, with a release date of September 9, 2024, 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 |
| September 09, 2024 Filed Sep 10, 2024 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 523 | $68.59 | $35,872.57 |
DisclosureSEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,140 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 |
| September 09, 2024 Filed Sep 10, 2024 21:15 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000214 · wk-form4_1726002923.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,663 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 7, 2024, with a release date of September 9, 2024, 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 669 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. F5 · shares: Represents a 5% vesting on September 3, 2024. 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,153 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. F4 · shares: Represents a 5% vesting on September 2, 2024, with a release date of September 3, 2024, 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,877 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on September 1, 2024, with a release date of September 3, 2024, 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 132 | $70.88 | $9,356.16 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,334 F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,466 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 a 5% vesting on September 3, 2024. 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 76 | $70.88 | $5,386.88 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,132 F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,208 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 September 2, 2024, with a release date of September 3, 2024, 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. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 232 | $70.88 | $16,444.16 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,016 F3 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,248 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 1, 2024, with a release date of September 3, 2024, 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 |
| September 03, 2024 Filed Sep 5, 2024 00:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $70.41 | $52,948.32 |
DisclosureSEC source: 0001013857-24-000202 · wk-form4_1725494869.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,660 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $72.09 | $54,211.68 |
DisclosureSEC source: 0001013857-24-000166 · wk-form4_1722633623.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,412 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:03 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 752 | $60.21 | $45,277.92 |
DisclosureSEC source: 0001013857-24-000149 · wk-form4_1720036998.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,164 F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 17, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000133 · wk-form4_1718140217.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,619 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, 2024. 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 07, 2024 Filed Jun 11, 2024 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 523 | $58.25 | $30,464.75 |
DisclosureSEC source: 0001013857-24-000133 · wk-form4_1718140217.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,916 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 07, 2024 Filed Jun 11, 2024 21:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000133 · wk-form4_1718140217.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,439 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, 2024. 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 03, 2024 Filed Jun 4, 2024 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000110 · wk-form4_1717536271.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,003 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. F5 · shares: Represents a 5% vesting on June 3, 2024. 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 |
| June 03, 2024 Filed Jun 4, 2024 21:24 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-24-000110 · wk-form4_1717536271.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,345 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. F4 · shares: Represents a 5% vesting on June 2, 2024, with a release date of June 3, 2024, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.