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 01, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 36,928 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,928 Underlying: Common stock · 36,928 shares Expires 2032-03-01 F8 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 11,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,754 Underlying: Common stock · 11,754 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · shares: RSUs will vest 20% 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 |
| April 01, 2021 Filed Apr 5, 2021 21:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001013857-21-000082 · wf-form4_161765672954175.xml · derivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Client Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,977 Underlying: Common stock · 1,922 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. F5 · 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 |
| April 01, 2021 Filed Apr 5, 2021 21:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 968 | $118.52 | $114,727.36 |
DisclosureSEC source: 0001013857-21-000082 · wf-form4_161765672954175.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Client Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,190 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $118.50 to $118.61. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 954 | $116.42 | $111,064.68 |
DisclosureSEC source: 0001013857-21-000082 · wf-form4_161765672954175.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Client Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,158 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. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:06 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001013857-21-000082 · wf-form4_161765672954175.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Client Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,112 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 268 | $114.72 | $30,744.96 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,190 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,684 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. F2 · kind: Represents a 5% vesting on March 6, 2021, with a release date on March 8, 2021, the first business day following the 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. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 173 | $121.08 | $20,946.84 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,855 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,028 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, 2021, with a release date on March 8, 2021, the first business day following the 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 05, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 603 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. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · kind: Represents a 5% vesting on March 5, 2021. 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 |
| March 05, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,458 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 9, 2021. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 161 | $118.46 | $19,072.06 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,638 Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:49 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000074 · wf-form4_161532656714947.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,799 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, 2021. 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, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,337 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 Underlying: Common stock · 1,337 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 the issuer's of common stock. F3 · shares: Represents 20% vesting on March 3, 2021. The original grant was 6,687 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,195 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 the issuer's of common stock. F2 · shares: Represents 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 489 | $130.45 | $63,790.05 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,437 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, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,926 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents 20% vesting on March 3, 2021. The original grant was 6,687 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 530 | $130.45 | $69,138.50 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,589 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,119 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 100% vesting on March 3, 2021. The original grant was 1,195 restricted stock units, which were granted on March 3, 2020. As part of the Company's 2020 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantStock Options · Derivative | 13,143 | $0.00 Strike: $130.45 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,143 Underlying: Common stock · 13,143 shares Expires 2031-03-02 F8 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GrantRestricted Stock Units · Derivative | 3,843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,843 Underlying: Common stock · 3,843 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share the issuer's of common stock. F7 · shares: RSUs will vest 20% 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, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478 Underlying: Common stock · 369 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 the issuer's of common stock. F1 · shares: Represents a 5% vesting on March 2, 2021. 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 next four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 109 | $136.08 | $14,832.72 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,924 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:30 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000044 · wf-form4_161489698477776.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,033 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, 2021. 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 next four years. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001013857-21-000042 · wf-form4_161480979597733.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,899 Underlying: Common stock · 1,922 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 |
| March 01, 2021 Filed Mar 3, 2021 22:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 67 | $133.52 | $8,945.84 |
DisclosureSEC source: 0001013857-21-000042 · wf-form4_161480979597733.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,664 F2 · shares: Sold pursuant to a pre-arranged trading plan 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 |
| March 01, 2021 Filed Mar 3, 2021 22:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,245 | $134.07 | $166,917.15 |
DisclosureSEC source: 0001013857-21-000042 · wf-form4_161480979597733.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 F2 · 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 |
| March 01, 2021 Filed Mar 3, 2021 22:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 677 | $133.52 | $90,393.04 |
DisclosureSEC source: 0001013857-21-000042 · wf-form4_161480979597733.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,976 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. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:17 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001013857-21-000042 · wf-form4_161480979597733.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,653 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 05, 2021 Filed Feb 9, 2021 22:19 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 180 | $140.00 | $25,200.00 |
DisclosureSEC source: 0001013857-21-000014 · wf-form4_161290918155476.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 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 |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,821 Underlying: Common stock · 1,922 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 |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 67 | $130.00 | $8,710.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,911 F2 · shares: Sold pursuant to a pre-arranged trading plan 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 |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,240 | $129.10 | $160,084.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 F2 · 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 |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 682 | $128.29 | $87,493.78 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,218 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. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 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 |
| January 20, 2021 Filed Jan 22, 2021 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 90 | $140.00 | $12,600.00 |
DisclosureSEC source: 0001013857-21-000002 · wf-form4_161135416224278.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 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 |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,743 Underlying: Common stock · 1,922 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. F5 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 67 | $133.91 | $8,971.97 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,068 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 1,193 | $133.01 | $158,680.93 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $132.83 to $133.13. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 729 | $133.91 | $97,620.39 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,328 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. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,057 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603 Underlying: Common Stock · 602 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 · derivative.exercise_date: Represents a 5% vesting on December 9, 2020. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 267 | $125.34 | $33,465.78 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,402 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 9, 2020. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074 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. F2 · derivative.exercise_date: Represents a 5% vesting on December 6, 2020, with a release date on December 7, 2020, the first business day following the 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. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Unit · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,261 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · derivative.exercise_date: Represents a 5% vesting on December 5, 2020, with a release date on December 7, 2020, the first business day following the 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 |
| December 07, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon Stock | 173 | $130.78 | $22,624.94 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:54 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,973 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 6, 2020, with a release date on December 7, 2020, the first business day following the 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.