Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Director | March 21, 2018 | March 23, 2018 |
| ProMIS Neurosciences Inc.PMN · Entity 6643 | Director | May 20, 2026 | May 22, 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 March 21, 2018 · Filed March 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,131 |
Reported balance
After 2018-03-21 transaction · row 1
1 source rowRow 1 · 2018-03-21 · Exercise / conversion · Acquired 522 · Balance 21,131 F1: Represents 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-03-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-03-21 · Exercise / conversion · Disposed 522 · Balance 0 F2: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1: Represents 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3: Once vested, the shares of common stock are not subject to expiration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter.
F2: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.
F3: Once vested, the shares of common stock are not subject to expiration.
ProMIS Neurosciences Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2036-05-20 | Direct | 5,500 |
Reported balance
After 2026-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 5,500 · Balance 5,500 F1: The shares subject to this option shall vest in full on May 20, 2027, subject to continued service on the Board. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2036-05-20 | Direct | 11,000 |
Reported balance
After 2026-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-20 · Grant · Acquired 11,000 · Balance 11,000 F2: 25% of the shares subject to this option vested upon grant with the remaining shares vesting ratably over thirty-six months, subject to continued service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to this option shall vest in full on May 20, 2027, subject to continued service on the Board.
F2: 25% of the shares subject to this option vested upon grant with the remaining shares vesting ratably over thirty-six months, subject to continued service on the Board.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:35 UTC | ProMIS Neurosciences Inc. PMN · Entity 6643 | GrantOption (right to buy) · Derivative | 11,000 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001104659-26-065775 · tm2615475-9_4seq1.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Shares · 11,000 shares Expires 2036-05-20 F2 · derivative.exercise_date: 25% of the shares subject to this option vested upon grant with the remaining shares vesting ratably over thirty-six months, subject to continued service on the Board. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:35 UTC | ProMIS Neurosciences Inc. PMN · Entity 6643 | GrantOption (right to buy) · Derivative | 5,500 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001104659-26-065775 · tm2615475-9_4seq1.xml · derivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Shares · 5,500 shares Expires 2036-05-20 F1 · derivative.exercise_date: The shares subject to this option shall vest in full on May 20, 2027, subject to continued service on the Board. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:57 UTC | ProMIS Neurosciences Inc. PMN · Entity 6643 | GrantOption (right to buy) · Derivative | 20,000 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001374339-25-000003 · primary_doc.xml · derivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Shares · 20,000 shares Expires 2035-06-12 F1 · derivative.exercise_date: The options shall vest in full on the earlier of the first anniversary of the Grant Date and June 12, 2026, subject to continued service on the Board. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 22:41 UTC | ProMIS Neurosciences Inc. PMN · Entity 6643 | GrantOption (right to buy) · Derivative | 40,000 | $0.00 Strike: $1.11 | $0.00 |
DisclosureSEC source: 0001104659-24-106770 · tm2425760-5_4seq1.xml · derivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Shares · 40,000 shares Expires 2034-10-03 F1 · derivative.exercise_date: 33% of the shares subject to this option vested on October 3, 2024, and the balance shall vest ratably over the following 24 months, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021528 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 522 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 22:05 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021528 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,131 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 25% vesting on March 21, 2018. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067257 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 Underlying: Common Stock · 2,089 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on December 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 22:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067257 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,609 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 25% vesting on December 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053875 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044 Underlying: Common Stock · 2,089 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on September 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 21:41 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 522 | $57.45 | $29,988.90 |
DisclosureSEC source: 0001209191-17-053875 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,087 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 25% vesting on September 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 523 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041711 · doc4.xml · derivative · entry 3 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566 Underlying: Common Stock · 2,089 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on June 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041711 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,089 Underlying: Common Stock · 2,089 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F3 · shares: Represents a grant of 2,089 restricted stock units on June 21, 2017, in consideration for Mr. Wyman's service as a member of the Company's Board of Directors. These restricted stock units will vest in equal quarterly amounts over the next three quarters, with the first 25% vesting immediately. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:12 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 523 | $59.86 | $31,306.78 |
DisclosureSEC source: 0001209191-17-041711 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,565 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 25% vesting on June 21, 2017. Original grant was 2,089 restricted stock units, with 25% vesting immediately on June 21, 2017, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 23:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020330 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,603 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on March 10, 2017. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 23:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,150 | $43.45 | $49,967.50 |
DisclosureSEC source: 0001209191-17-020330 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,042 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 25% vesting on March 10, 2017. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155219 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 4,603 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on December 10, 2016, with a release date of December 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:22 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155219 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,892 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 25% vesting on December 10, 2016, with a release date of December 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 21:20 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon Stock | 16,700 | $27.91 | $466,097.00 |
DisclosureSEC source: 0001209191-16-142038 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,741 F1 · price: Represents the weighted average of the sale prices on September 16, 2016, ranging from $27.88 to $27.92. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141180 · doc4.xml · derivative · entry 2 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 Underlying: Common Stock · 4,603 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. F2 · security: Each restricted stock unit represents the right to receive, following vesting, one share of Pegasystems Inc.'s common stock. F1 · shares: Represents 25% vesting on September 10, 2016, with a release date of September 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. F3 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:47 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-141180 · doc4.xml · nonDerivative · entry 1 WYMAN WILLIAM W · CIK 0001077644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,441 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 25% vesting on September 10, 2016, with a release date of September 12, 2016, the first business day following the vesting. Original grant was 4,603 restricted stock units, with 25% vesting immediately on June 10, 2016, and the remaining 75% vesting in equal quarterly installments over the remaining three quarters thereafter. 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.