Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEGASYSTEMS INCPEGA · Entity 309 | Director · C.E.O. & Chairman · 10% owner | September 14, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | IndirectAlan N. Trefler Grantor Retained Annuity Trust II of 2024 | 0 |
Reported balance
After 2026-09-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectAlan N. Trefler Grantor Retained Annuity Trust I of 2024 | 0 |
Reported balance
After 2026-09-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectAlan N. Trefler Irrevocable Non-GST Trust of 2022 | 16,275,828 |
Reported balance
After 2026-09-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | Direct | 58,504,872 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectThe Trefler 2025 Trust | 2,071,585 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 02, 2025 Filed Sep 4, 2025 21:00 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 21:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | SaleCommon stock | 4,484 | $101.22 | $453,870.48 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:27 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 417 | $98.15 | $40,928.55 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| December 24, 2024 Filed Dec 27, 2024 21:58 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 25,100 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.