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TREFLER ALAN

Disclosed activity across 1 company

Tapewire entity
62643
SEC CIK
0001032235

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PEGASYSTEMS INCPEGA · Entity 309Director · C.E.O. & Chairman · 10% ownerSeptember 14, 2026September 16, 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 14, 2026 · Filed September 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common stockSEC Table I · non-derivativeIndirectAlan N. Trefler Grantor Retained Annuity Trust II of 20240 Reported balance After 2026-09-14 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-09-14 · Gift · Disposed 2,399,690 · Balance 0

F1: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F2: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

Common stockSEC Table I · non-derivativeIndirectAlan N. Trefler Grantor Retained Annuity Trust I of 20240 Reported balance After 2026-09-14 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-09-14 · Gift · Disposed 2,999,613 · Balance 0

F1: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F2: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

Common stockSEC Table I · non-derivativeIndirectAlan N. Trefler Irrevocable Non-GST Trust of 202216,275,828 Reported balance After 2026-09-14 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2026-09-14 · Gift · Acquired 5,399,303 · Balance 16,275,828

F1: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

Common stockSEC Table I · non-derivativeDirect58,504,872 Reported balance Holding disclosure · report date 2026-09-14 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 58,504,872

F3: Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.

Common stockSEC Table I · non-derivativeIndirectThe Trefler 2025 Trust2,071,585 Reported balance Holding disclosure · report date 2026-09-14 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 2,071,585

Filing footnotes · ownership attribution and instrument terms

F1: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F2: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

F3: Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 14, 2026 Filed Sep 16, 2026 21:43 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 5,399,303 $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000012 · wk-form4_1789595035.xml · nonDerivative · entry 3

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Alan N. Trefler Irrevocable Non-GST Trust of 2022

Disclosed balance after: 16,275,828

F1 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 21:43 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 2,999,613 $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000012 · wk-form4_1789595035.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Alan N. Trefler Grantor Retained Annuity Trust I of 2024

Disclosed balance after: 0

F1 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F2 · balance_after: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 21:43 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 2,399,690 $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000012 · wk-form4_1789595035.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Alan N. Trefler Grantor Retained Annuity Trust II of 2024

Disclosed balance after: 0

F1 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F2 · balance_after: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

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March 03, 2026 Filed Mar 5, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GrantStock Option · Derivative 455,581 $0.00 Strike: $45.01 $0.00
Disclosure

SEC source: 0001032235-26-000009 · wk-form4_1772745674.xml · derivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 455,581

Underlying: Common stock · 455,581 shares

Expires 2036-03-03

F1 · derivative.exercise_date: This stock option vests as to 25% of the shares subject thereto on the Date Exercisable in Table II, with the remaining 75% vesting in equal quarterly amounts over the following three years.

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March 02, 2026 Filed Mar 3, 2026 21:07 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 2,498 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · derivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 2,498 shares

Expires 2026-03-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

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March 02, 2026 Filed Mar 3, 2026 21:07 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 814 $43.73 $35,596.22
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,321,466

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:07 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 2,498 $0.00 $0.00
Disclosure

SEC source: 0001032235-26-000007 · wk-form4_1772572064.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,322,280

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 18, 2026 Filed Feb 19, 2026 21:25 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 17,930 $45.03 $807,387.90
Disclosure

SEC source: 0001032235-26-000005 · wk-form4_1771536313.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,319,782

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 11, 2025 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $45.00 to $45.26. 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.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:25 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 11,742 $45.12 $529,799.04
Disclosure

SEC source: 0001032235-26-000005 · wk-form4_1771536313.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,337,712

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 11, 2025 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $45.00 to $45.37. 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.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 37,306 $49.73 $1,855,227.38
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,349,454

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: Represents the weighted average of sale prices, ranging from $49.17 to $50.11. 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.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 7,694 $48.75 $375,082.50
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,386,760

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: Represents the weighted average of sale prices, ranging from $48.14 to $49.10. 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.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 122 $51.35 $6,264.70
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,394,454

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 11,790 $50.79 $598,814.10
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 4

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,394,576

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $50.28 to $51.27. 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.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 7,172 $49.78 $357,022.16
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 3

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,406,366

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $49.28 to $50.27. 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.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 7,824 $48.61 $380,324.64
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,413,538

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $48.28 to $49.27. 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.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 18,092 $47.73 $863,531.16
Disclosure

SEC source: 0001032235-26-000002 · wk-form4_1769203299.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,421,362

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $47.28 to $48.27. 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.

Read SEC document
December 19, 2025 Filed Dec 22, 2025 21:16 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 314,960 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000026 · wk-form4_1766438186.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,439,454

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 23,719 $58.85 $1,395,863.15
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,755,654

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: Represents the weighted average of sale prices, ranging from $58.73 to $59.00. 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.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 21,281 $58.50 $1,244,938.50
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 4

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,779,373

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $57.73 to $58.72. 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.

Read SEC document
December 18, 2025 Filed Dec 22, 2025 21:16 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 1,240 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000026 · wk-form4_1766438186.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,754,414

Read SEC document
December 17, 2025 Filed Dec 19, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 2,053 $59.34 $121,825.02
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 3

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,800,654

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $59.27 to $59.49. 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.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 14,593 $58.77 $857,630.61
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,802,707

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $58.27 to $59.26. 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.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 28,354 $57.71 $1,636,309.34
Disclosure

SEC source: 0001032235-25-000024 · wk-form4_1766178551.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,817,300

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $57.27 to $58.26. 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.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 21:32 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 2,498 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000022 · wk-form4_1764797545.xml · derivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,498

Underlying: Common stock · 2,498 shares

Expires 2026-03-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F2 · derivative.exercise_date: 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.

Read SEC document
December 02, 2025 Filed Dec 3, 2025 21:32 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 1,208 $54.85 $66,258.80
Disclosure

SEC source: 0001032235-25-000022 · wk-form4_1764797545.xml · nonDerivative · entry 2

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,845,654

Read SEC document
December 02, 2025 Filed Dec 3, 2025 21:32 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 2,498 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000022 · wk-form4_1764797545.xml · nonDerivative · entry 1

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,846,862

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
November 06, 2025 Filed Nov 7, 2025 22:26 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 18,075 $59.05 $1,067,328.75
Disclosure

SEC source: 0001032235-25-000018 · wk-form4_1762554364.xml · nonDerivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,844,364

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $58.91 to $59.90. 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.

Read SEC document
November 06, 2025 Filed Nov 7, 2025 22:26 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 26,925 $58.42 $1,572,958.50
Disclosure

SEC source: 0001032235-25-000018 · wk-form4_1762554364.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,862,439

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $57.91 to $58.90. 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.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 22:26 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 4,031 $60.87 $245,366.97
Disclosure

SEC source: 0001032235-25-000018 · wk-form4_1762554364.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,889,364

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $60.53 to $61.52. 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.

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November 05, 2025 Filed Nov 7, 2025 22:26 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 40,969 $59.95 $2,456,091.55
Disclosure

SEC source: 0001032235-25-000018 · wk-form4_1762554364.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,893,395

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $59.53 to $60.52. 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.

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October 22, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 58 $66.25 $3,842.50
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 13

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,934,364

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F10 · price: Represents the weighted average of sale prices, ranging from $66.23 to $66.27. 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.

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October 22, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 9,740 $65.33 $636,314.20
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 12

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,934,422

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F9 · price: Represents the weighted average of sale prices, ranging from $65.18 to $66.04. 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.

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October 22, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 17,824 $64.76 $1,154,282.24
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 11

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,944,162

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F8 · price: Represents the weighted average of sale prices, ranging from $64.17 to $65.17. 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.

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October 22, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 5,636 $63.64 $358,675.04
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 10

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,961,986

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: Represents the weighted average of sale prices, ranging from $63.16 to $64.16. 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.

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October 22, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 11,742 $62.77 $737,045.34
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 9

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,967,622

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F6 · price: Represents the weighted average of sale prices, ranging from $62.16 to $63.16. 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.

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October 21, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 14,962 $57.41 $858,968.42
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,979,364

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $57.25 to $57.62. 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.

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October 21, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 20,374 $56.91 $1,159,484.34
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,994,326

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F4 · price: Represents the weighted average of sale prices, ranging from $56.24 to $57.24 . 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.

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October 21, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 5,158 $55.88 $288,229.04
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,014,700

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $55.23 to $56.22. 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.

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October 21, 2025 Filed Oct 23, 2025 21:15 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 4,506 $54.62 $246,117.72
Disclosure

SEC source: 0001032235-25-000014 · wk-form4_1761254131.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,019,858

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $54.18 to $55.15. 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.

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September 17, 2025 Filed Sep 19, 2025 20:34 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 4,054 $58.72 $238,050.88
Disclosure

SEC source: 0001032235-25-000012 · wk-form4_1758314094.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,024,364

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F3 · price: Represents the weighted average of sale prices, ranging from $58.65 to $58.90. 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.

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September 17, 2025 Filed Sep 19, 2025 20:34 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 40,946 $58.26 $2,385,513.96
Disclosure

SEC source: 0001032235-25-000012 · wk-form4_1758314094.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,028,418

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · price: Represents the weighted average of sale prices, ranging from $57.65 to $58.64. 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.

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September 16, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 2,328 $58.93 $137,189.04
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 9

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,069,364

F4 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F7 · price: Represents the weighted average of sale prices, ranging from $58.79 to $59.25. The reporting person 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.

F6 · balance_after: Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.

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September 16, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 42,672 $58.18 $2,482,656.96
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,071,692

F4 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F5 · price: Represents the weighted average of sale prices, ranging from $57.79 to $58.78. The reporting person 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.

F6 · balance_after: Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.

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September 16, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 9,737,104 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Alan N. Trefler Irrevocable Non-GST Trust of 2022

Disclosed balance after: 10,876,525

F3 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

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September 16, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 2,939,019 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 6

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Alan N. Trefler Grantor Retained Annuity Trust II of 2023

Disclosed balance after: 0

F3 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F1 · balance_after: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column .

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September 16, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 6,798,085 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 5

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Alan N. Trefler Grantor Retained Annuity Trust I of 2023

Disclosed balance after: 0

F3 · shares: Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

F1 · balance_after: Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column .

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September 15, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 2,071,585 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 4

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · The Trefler 2025 Trust

Disclosed balance after: 2,071,585

F2 · shares: Transfer of shares from the Alan N. Trefler Irrevocable Non-GST Trust of 2022 to The Trefler 2025 Trust.

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September 15, 2025 Filed Sep 17, 2025 20:21 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 2,071,585 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000010 · wk-form4_1758140489.xml · nonDerivative · entry 3

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Alan N. Trefler Irrevocable Non-GST Trust of 2022

Disclosed balance after: 1,139,421

F2 · shares: Transfer of shares from the Alan N. Trefler Irrevocable Non-GST Trust of 2022 to The Trefler 2025 Trust.

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September 02, 2025 Filed Sep 4, 2025 21:00 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 2,496 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000008 · wk-form4_1757019651.xml · derivative · entry 8

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,996

Underlying: Common stock · 2,496 shares

Expires 2026-03-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · 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, 2025. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F3 · balance_after: All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025.

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September 02, 2025 Filed Sep 4, 2025 21:00 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 1,025 $54.21 $55,565.25
Disclosure

SEC source: 0001032235-25-000008 · wk-form4_1757019651.xml · nonDerivative · entry 7

TREFLER ALAN · CIK 0001032235 · Director · C.E.O. & Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,918,163

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.