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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 02, 2025 Filed Sep 4, 2025 21:00 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001032235-25-000008 · wk-form4_1757019651.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,919,188

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

F1 · shares: Represents a 5% vesting on September 2, 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.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 45,000 $57.35 $2,580,750.00
Disclosure

SEC source: 0001032235-25-000006 · wk-form4_1754600952.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: 32,916,692

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $56.86 to $57.69. 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
August 05, 2025 Filed Aug 7, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 7,464 $58.34 $435,449.76
Disclosure

SEC source: 0001032235-25-000006 · wk-form4_1754600952.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: 32,961,692

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $57.94 to $58.75. 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
August 05, 2025 Filed Aug 7, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 37,536 $57.32 $2,151,563.52
Disclosure

SEC source: 0001032235-25-000006 · wk-form4_1754600952.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: 32,969,156

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $56.94 to $57.93. 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
July 10, 2025 Filed Jul 14, 2025 21:10 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 12,236 $52.14 $637,985.04
Disclosure

SEC source: 0001013857-25-000201 · wk-form4_1752527445.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: 33,006,692

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $51.98 to $52.82. 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
July 10, 2025 Filed Jul 14, 2025 21:10 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 32,764 $51.60 $1,690,622.40
Disclosure

SEC source: 0001013857-25-000201 · wk-form4_1752527445.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: 33,018,928

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $50.98 to $51.97. 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
July 09, 2025 Filed Jul 11, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 45,000 $53.34 $2,400,300.00
Disclosure

SEC source: 0001013857-25-000199 · wk-form4_1752268142.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,051,692

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $53.04 to $53.95. 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.

F3 · balance_after: Beneficial ownership totals reflect Pegasystems Inc.'s 2-for-1 forward stock split effectuated on June 20, 2025, and a correction to the number of shares directly held, which was previously incorrectly reported as higher (on a pre-split basis) due to an administrative error.

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June 18, 2025 Filed Jun 23, 2025 21:04 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 4,484 $101.22 $453,870.48
Disclosure

SEC source: 0001013857-25-000193 · wk-form4_1750712654.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: 17,027,892

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $101.06 to $101.46. 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
June 18, 2025 Filed Jun 23, 2025 21:04 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 27,016 $100.76 $2,722,132.16
Disclosure

SEC source: 0001013857-25-000193 · wk-form4_1750712654.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: 17,032,376

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $100.06 to $101.05. 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
June 17, 2025 Filed Jun 18, 2025 21:02 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 6,697 $101.75 $681,419.75
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.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: 17,059,392

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $101.49 to $102.07. 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
June 17, 2025 Filed Jun 18, 2025 21:02 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 21,108 $101.00 $2,131,908.00
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.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: 17,066,089

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $100.50 to $101.48. 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
June 17, 2025 Filed Jun 18, 2025 21:02 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 3,695 $100.00 $369,500.00
Disclosure

SEC source: 0001013857-25-000189 · wk-form4_1750280546.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: 17,087,197

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $99.49 to $100.48. 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
June 02, 2025 Filed Jun 3, 2025 21:27 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 1,249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000154 · wk-form4_1748986057.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: 3,746

Underlying: Common stock · 1,249 shares

Expires not disclosed

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

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on June 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.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

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June 02, 2025 Filed Jun 3, 2025 21:27 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 417 $98.15 $40,928.55
Disclosure

SEC source: 0001013857-25-000154 · wk-form4_1748986057.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: 17,090,892

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:27 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 1,249 $98.15 $122,589.35
Disclosure

SEC source: 0001013857-25-000154 · wk-form4_1748986057.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,091,309

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

F1 · shares: Represents a 5% vesting on June 2, 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.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:48 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 2,509 $97.21 $243,899.89
Disclosure

SEC source: 0001013857-25-000142 · wk-form4_1748638022.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: 17,090,060

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $97.15 to $97.28 . 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
May 28, 2025 Filed May 30, 2025 20:48 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 28,991 $96.65 $2,801,980.15
Disclosure

SEC source: 0001013857-25-000142 · wk-form4_1748638022.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: 17,092,569

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $96.15 to $97.14 . 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
May 27, 2025 Filed May 28, 2025 21:10 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 179 $97.68 $17,484.72
Disclosure

SEC source: 0001013857-25-000140 · wk-form4_1748466631.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: 17,121,560

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $97.66 to $97.73. 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.

F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
May 27, 2025 Filed May 28, 2025 21:10 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 13,869 $97.08 $1,346,402.52
Disclosure

SEC source: 0001013857-25-000140 · wk-form4_1748466631.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: 17,121,739

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $96.64 to $97.61. 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.

Read SEC document
May 27, 2025 Filed May 28, 2025 21:10 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 17,452 $96.02 $1,675,741.04
Disclosure

SEC source: 0001013857-25-000140 · wk-form4_1748466631.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: 17,135,608

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $95.63 to $96.62. 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.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 1,072 $69.19 $74,171.68
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,153,060

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $69.08 to $69.35. 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.

F7 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
April 17, 2025 Filed Apr 21, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 30,482 $68.52 $2,088,626.64
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,154,132

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $68.01 to $69.00. 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
April 17, 2025 Filed Jul 11, 2025 21:05 UTC Amendment PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 1,072 $69.19 $74,171.68
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,153,114

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $69.08 to $69.35. 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.

F7 · balance_after: The original Form 4, filed on April 21, 2025, reflected an administrative error in the amount of shares sold being overstated by 54 shares, which then led to the underreporting of Mr. Trefler's beneficial ownership by the same. This corrected form reflects the increase of Mr. Trefler's beneficial ownership by 54 shares.

Read SEC document
April 17, 2025 Filed Jul 11, 2025 21:05 UTC Amendment PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 30,428 $68.52 $2,084,926.56
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,154,186

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

F5 · shares: The original form 4, filed on April 21, 2025, is amended to correct an administrative error which overstated the amount of shares sold in this transaction by 54 shares.

F6 · price: Represents the weighted average of sale prices, ranging from $68.01 to $69.00. 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.

F7 · balance_after: The original Form 4, filed on April 21, 2025, reflected an administrative error in the amount of shares sold being overstated by 54 shares, which then led to the underreporting of Mr. Trefler's beneficial ownership by the same. This corrected form reflects the increase of Mr. Trefler's beneficial ownership by 54 shares.

Read SEC document
April 16, 2025 Filed Apr 21, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 1,549 $69.50 $107,655.50
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,184,614

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $69.35 to $69.95. 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.

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April 16, 2025 Filed Apr 21, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 15,001 $68.85 $1,032,818.85
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,186,163

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $68.38 to $69.34. 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
April 16, 2025 Filed Apr 21, 2025 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 14,950 $67.86 $1,014,507.00
Disclosure

SEC source: 0001013857-25-000099 · wk-form4_1745269789.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: 17,201,164

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $67.35 to $68.33. 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
April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 1,549 $69.50 $107,655.50
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,184,614

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $69.35 to $69.95. 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
April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 15,001 $68.85 $1,032,818.85
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,186,163

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $68.38 to $69.34. 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
April 16, 2025 Filed Jul 11, 2025 21:05 UTC Amendment PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 14,950 $67.86 $1,014,507.00
Disclosure

SEC source: 0001013857-25-000197 · wk-form4a_1752267941.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: 17,201,164

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $67.35 to $68.33. 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
March 12, 2025 Filed Mar 13, 2025 21:02 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 31,500 $72.58 $2,286,270.00
Disclosure

SEC source: 0001013857-25-000083 · wk-form4_1741899766.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: 17,216,114

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $71.59 to $73.27. 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.

F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
March 11, 2025 Filed Mar 13, 2025 21:02 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 31,500 $70.93 $2,234,295.00
Disclosure

SEC source: 0001013857-25-000083 · wk-form4_1741899766.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: 17,247,614

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $69.77 to $71.83. 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
March 04, 2025 Filed Mar 6, 2025 22:45 UTC PEGASYSTEMS INC PEGA · Entity 309 GrantStock Options · Derivative 225,009 $0.00 Strike: $77.63 $0.00
Disclosure

SEC source: 0001013857-25-000067 · wk-form4_1741301131.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: 225,009

Underlying: Common stock · 225,009 shares

Expires 2035-03-04

F2 · shares: Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 1,393 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.xml · derivative · entry 11

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 · 1,393 shares

Expires not disclosed

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

F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F3 · shares: Represents a 5% vesting on March 3, 2025. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 1,249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,995

Underlying: Common stock · 1,249 shares

Expires not disclosed

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

F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on March 2, 2025, with a release date of March 3, 2025, the first business day following vesting. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 409 $78.51 $32,110.59
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,279,114

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

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, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 1,393 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,279,523

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

F3 · shares: Represents a 5% vesting on March 3, 2025. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 405 $78.51 $31,796.55
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.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: 17,278,130

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

Read SEC document
March 03, 2025 Filed Mar 4, 2025 22:39 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 1,249 $0.00 $0.00
Disclosure

SEC source: 0001013857-25-000056 · wk-form4_1741127950.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,278,535

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, 2025, with a release date of March 3, 2025, the first business day following vesting. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
February 26, 2025 Filed Feb 27, 2025 22:00 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 31,500 $79.15 $2,493,225.00
Disclosure

SEC source: 0001013857-25-000044 · wk-form4_1740693634.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: 17,277,286

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $78.35 to $80.48. 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
February 25, 2025 Filed Feb 27, 2025 22:00 UTC PEGASYSTEMS INC PEGA · Entity 309 SaleCommon stock 31,500 $77.38 $2,437,470.00
Disclosure

SEC source: 0001013857-25-000044 · wk-form4_1740693634.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: 17,308,786

F1 · shares: Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler 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 $75.83 to $78.64. 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.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 22:24 UTC PEGASYSTEMS INC PEGA · Entity 309 GrantStock Options · Derivative 181,227 $0.00 Strike: $47.27 $0.00
Disclosure

SEC source: 0001013857-25-000034 · wk-form4_1739571886.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: 241,636

Underlying: Common stock · 181,227 shares

Expires 2033-03-07

F2 · balance_after: On March 7, 2023, the reporting person was granted an option to purchase 241,636 shares of common stock. The option vests in two instalments, with up to 25% to vest on the first anniversary of the date of grant based on the Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2023, and with up to 75% to vest on the second anniversary of the date of grant based on Pegasystems' satisfaction of certain performance criteria for the fiscal year ended December 31, 2024. The performance criteria for the fiscal year ended December 31, 2024 were met in full, resulting in vesting of the option as to 181,227 shares.

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December 24, 2024 Filed Dec 27, 2024 21:58 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 25,100 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000287 · wk-form4_1735336695.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,340,286

F1 · shares: Gifts made to family members and to charitable organizations, including the Trefler Foundation. Mr. Trefler is a Trustee of the Trefler Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Foundation. He retains voting and dispositive control over such shares.

F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
December 03, 2024 Filed Dec 4, 2024 22:12 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 1,393 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000267 · wk-form4_1733350314.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: 1,393

Underlying: Common stock · 1,393 shares

Expires not disclosed

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

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on December 3, 2024. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
December 03, 2024 Filed Dec 4, 2024 22:12 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 674 $94.48 $63,679.52
Disclosure

SEC source: 0001013857-24-000267 · wk-form4_1733350314.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: 17,365,386

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
December 03, 2024 Filed Dec 4, 2024 22:12 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 1,393 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000267 · wk-form4_1733350314.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,366,060

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

F1 · shares: Represents a 5% vesting on December 3, 2024. The original grant was 27,862 restricted stock units, with 20% vesting on March 3, 2021, and the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:29 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionRestricted Stock Units · Derivative 1,249 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000255 · wk-form4_1733264961.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: 6,244

Underlying: Common stock · 1,249 shares

Expires not disclosed

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

F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.

F1 · shares: Represents a 5% vesting on December 2, 2024. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:29 UTC PEGASYSTEMS INC PEGA · Entity 309 Tax withholdingCommon stock 604 $94.97 $57,361.88
Disclosure

SEC source: 0001013857-24-000255 · wk-form4_1733264961.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: 17,364,667

F2 · shares: Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e).

F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:29 UTC PEGASYSTEMS INC PEGA · Entity 309 Exercise / conversionCommon stock 1,249 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000255 · wk-form4_1733264961.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,365,271

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

F1 · shares: Represents a 5% vesting on December 2, 2024. The original grant was 24,976 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years.

Read SEC document
September 12, 2024 Filed Sep 16, 2024 21:09 UTC PEGASYSTEMS INC PEGA · Entity 309 GiftCommon stock 1,605,503 $0.00 $0.00
Disclosure

SEC source: 0001013857-24-000216 · wk-form4_1726520975.xml · nonDerivative · entry 7

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: 1,605,503

F7 · balance_after: Reflects transfer of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2022.

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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.