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 |
|---|---|---|---|---|---|---|
| September 06, 2023 Filed Sep 8, 2023 21:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000187 · wk-form4_1694208441.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,928 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 6, 2023. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,006 Underlying: Common stock · 0 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 September 3, 2023, with a release date of September 5, 2023, the first business day following vesting. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,922 Underlying: Common stock · 0 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. F3 · shares: Represents a 5% vesting on September 2, 2023, with a release date of September 5, 2023, 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 82 | $50.92 | $4,175.44 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,538 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,620 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 3, 2023, with a release date of September 5, 2023, the first business day following vesting. 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 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 47 | $50.92 | $2,393.24 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,286 Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,333 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 September 2, 2023, with a release date of September 5, 2023, 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 01, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,228 Underlying: Common stock · 0 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 September 1, 2023. 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 |
| September 01, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 143 | $49.66 | $7,101.38 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,141 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,284 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, 2023. 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 01, 2023 Filed Sep 6, 2023 23:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 811 | $50.00 | $40,550.00 |
DisclosureSEC source: 0001013857-23-000177 · wk-form4_1694041505.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,697 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 21:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 811 | $52.00 | $42,172.00 |
DisclosureSEC source: 0001013857-23-000148 · wk-form4_1691010400.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,508 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 20:31 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 811 | $52.61 | $42,666.71 |
DisclosureSEC source: 0001013857-23-000139 · wk-form4_1688675452.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,319 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 21:40 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 3,244 | $50.00 | $162,200.00 |
DisclosureSEC source: 0001013857-23-000129 · wk-form4_1686865219.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,130 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,171 Underlying: Common stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on June 6, 2023. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and 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 |
| June 06, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 95 | $48.61 | $4,617.95 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,374 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,469 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 June 6, 2023. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,340 Underlying: Common stock · 0 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 3, 2023, with a release date of June 5, 2023, the first business day following vesting. 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 |
| June 05, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 82 | $47.58 | $3,901.56 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,079 Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000121 · wk-form4_1686175511.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,161 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 3, 2023, with a release date of June 5, 2023, the first business day following vesting. 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 |
| June 02, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114 Underlying: Common stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on June 2, 2023. 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 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 47 | $47.85 | $2,248.95 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,826 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,873 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 June 2, 2023. 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 01, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,815 Underlying: Common stock · 0 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 1, 2023. 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 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 144 | $48.36 | $6,963.84 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,681 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000111 · wk-form4_1686000643.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,825 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, 2023. 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, 2023 Filed Mar 9, 2023 23:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 21,264 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000059 · wf-form4_167840292776895.xml · derivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,264 Underlying: Common stock · 21,264 shares Expires not disclosed F1 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: RSUs will vest 25% on March 7, 2024, with the remaining 75% vesting in equal quarterly installments over the remaining three years. F3 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 Underlying: Common stock · 390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on March 6, 2023. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and 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 |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 363 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 363 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 5, 2023, with a release date of March 6, 2023, the first business day following vesting. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and 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 |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 95 | $47.90 | $4,550.50 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,237 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,332 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 March 6, 2023. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 89 | $47.52 | $4,229.28 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,942 Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:59 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000047 · wf-form4_167831277801185.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,031 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 5, 2023, with a release date of March 6, 2023, the first business day following vesting. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,675 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. 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 March 3, 2023. 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. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 82 | $46.18 | $3,786.76 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,668 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,750 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 3, 2023. 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 02, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306 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. F5 · 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 March 2, 2023. 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 |
| March 02, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 47 | $46.03 | $2,163.41 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,416 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,463 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 March 2, 2023. 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 01, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,403 Underlying: Common stock · 2,351 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 20% vesting on March 1, 2023. The original grant was 11,754 restricted stock units, 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 |
| March 01, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 568 | $46.38 | $26,343.84 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,271 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000037 · wf-form4_167788695923754.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,839 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 20% vesting on March 1, 2023. The original grant was 11,754 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:08 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,622 | $50.00 | $81,100.00 |
DisclosureSEC source: 0001013857-23-000023 · wf-form4_167701729307115.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,488 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 23, 2022 Filed Feb 14, 2023 22:10 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000012 · wf-form5_167641257826730.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,110 Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 12 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 Underlying: Common stock · 391 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 6, 2022. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and 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 06, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 154 | $35.54 | $5,473.16 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,210 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,364 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 6, 2022. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 Underlying: Common stock · 362 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. F3 · shares: Represents a 5% vesting on December 5, 2022. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and 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 05, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,009 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. 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 3, 2022, with a release date of December 5, 2022, the first business day following vesting. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 143 | $36.98 | $5,288.14 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,973 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.