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, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,116 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 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. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 132 | $36.98 | $4,881.36 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,754 Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,886 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 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. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 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. F1 · shares: Represents a 5% vesting on December 2, 2022. 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, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 76 | $37.40 | $2,842.40 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,551 Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:36 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,627 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 2, 2022. 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 |
| November 02, 2022 Filed Nov 4, 2022 22:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 10,756 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001013857-22-000185 · wf-form4_166759931120129.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 10,756 shares Expires 2022-12-12 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 December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 22:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 98,682 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001013857-22-000185 · wf-form4_166759931120129.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,682 Underlying: Common stock · 98,682 shares Expires 2032-11-02 F3 · shares: Options will vest in equal quarterly installments over a four year period with the first vest occurring on February 2, 2023. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 22:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 6,713 | $34.06 | $228,644.78 |
DisclosureSEC source: 0001013857-22-000185 · wf-form4_166759931120129.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,435 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 |
| November 02, 2022 Filed Nov 4, 2022 22:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 10,756 | $11.05 | $118,853.80 |
DisclosureSEC source: 0001013857-22-000185 · wf-form4_166759931120129.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,148 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 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · derivative · entry 12 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,342 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. 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 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 |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725 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 September 5, 2022, with a release date of September 6, 2022, 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 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. 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 3, 2022, with a release date of September 6, 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 |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 115 | $35.66 | $4,100.90 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,392 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,507 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 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 |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 107 | $35.66 | $3,815.62 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,117 Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,224 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 5, 2022, with a release date of September 6, 2022, 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 |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 99 | $35.66 | $3,530.34 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,862 Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,961 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 3, 2022, with a release date of September 6, 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. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,690 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. F1 · shares: Represents a 5% vesting on September 2, 2022. 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 02, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 57 | $36.78 | $2,096.46 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,627 Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 22:43 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000165 · wf-form4_166259061523976.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,684 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 2, 2022. 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 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,732 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. 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 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. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 363 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087 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. 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 June 5, 2022, with a release date of June 6, 2022, 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. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 115 | $52.47 | $6,034.05 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,492 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,607 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 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 |
| June 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 107 | $52.47 | $5,614.29 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,217 Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,324 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 5, 2022, with a release date of June 6, 2022, 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 |
| June 05, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 50,000 | $0.00 Strike: $52.47 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common stock · 50,000 shares Expires 2032-06-05 F7 · shares: Options will vest 33% on June 5, 2023, with the remaining 66% vesting in equal quarterly installments over the remaining two years. Read SEC document |
| June 03, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,678 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. F1 · shares: Represents a 5% vesting on June 3, 2022. 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, shares of common stock are not subject to expiration. Read SEC document |
| June 03, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 99 | $54.73 | $5,418.27 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,961 Read SEC document |
| June 03, 2022 Filed Jun 8, 2022 01:14 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000126 · wf-form4_165465087764404.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,060 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, 2022. 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, 2022 Filed Jun 3, 2022 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · derivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,882 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 57 | $50.26 | $2,864.82 |
DisclosureSEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,726 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000114 · wf-form4_165429283721580.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,783 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 2, 2022. 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 07, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · derivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,122 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. 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, 2022, with a release date of March 7, 2022, the first business day following vesting. 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 07, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 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. 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, 2022, with a release date of March 7, 2022, 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 07, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 115 | $82.21 | $9,454.15 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,591 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, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,706 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, 2022, with a release date of March 7, 2022, the first business day following vesting. 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 07, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 107 | $82.21 | $8,796.47 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,315 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:55 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000079 · wf-form4_164686291339156.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,422 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, 2022, with a release date of March 7, 2022, 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, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,012 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. 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, 2022. 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 |
| March 03, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 99 | $85.99 | $8,513.01 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,060 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, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,159 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, 2022. 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, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 769 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074 Underlying: Common stock · 769 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 20% vesting on March 2, 2022. The original grant was 3,843 restricted stock units, 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 |
| March 02, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 370 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 370 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 March 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 226 | $85.40 | $19,300.40 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,824 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,050 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 20% vesting on March 2, 2022. The original grant was 3,843 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 109 | $85.40 | $9,308.60 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,281 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,390 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 2, 2022. The original grant was 7,387 restricted stock units, with 20% vesting on March 2, 2018, and the remaining 80% vesting in equal quarterly installments over the remaining four years. 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.