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 |
|---|---|---|---|---|---|---|
| June 02, 2023 Filed Jun 5, 2023 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000109 · wk-form4_1686000500.xml · derivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,737 Underlying: Common stock · 0 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. F3 · 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, 2023. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 367 | $47.85 | $17,560.95 |
DisclosureSEC source: 0001013857-23-000109 · wk-form4_1686000500.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,269,230 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 21:28 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000109 · wk-form4_1686000500.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,269,597 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, 2023. 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 |
| March 06, 2023 Filed Mar 8, 2023 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,951 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000045 · wf-form4_167831222294823.xml · derivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,805 Underlying: Common stock · 1,951 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. F3 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 573 | $47.90 | $27,446.70 |
DisclosureSEC source: 0001013857-23-000045 · wf-form4_167831222294823.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,268,348 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:50 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000045 · wf-form4_167831222294823.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,268,921 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 6, 2023. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,393 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · derivative · entry 7 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,145 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. F2 · shares: Represents a 5% vesting on March 3, 2023. 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 |
| March 03, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 433 | $46.18 | $19,995.94 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · nonDerivative · entry 5 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,266,970 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · nonDerivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,267,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on March 3, 2023. 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 02, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · derivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,986 Underlying: Common stock · 1,248 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 March 2, 2023. 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 |
| March 02, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 433 | $46.03 | $19,930.99 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,266,010 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:39 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000035 · wf-form4_167788673090659.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,266,443 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, 2023. 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 |
| December 27, 2022 Filed Feb 14, 2023 22:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000010 · wf-form5_167641221516674.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,265,195 F2 · shares: Gift made to a family member. Read SEC document |
| December 23, 2022 Filed Feb 14, 2023 22:04 UTC | PEGASYSTEMS INC PEGA · Entity 309 | GiftCommon stock | 42,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000010 · wf-form5_167641221516674.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,266,095 F1 · shares: Gifts made to the Trefler Family Foundation and family members. Mr. Trefler is a Trustee of the Trefler Family Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Family Foundation. He retains voting and dispositive control over such shares. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · derivative · entry 10 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,756 Underlying: Common stock · 1,952 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 December 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 866 | $35.54 | $30,777.64 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 7 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,308,195 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Reflects establishment of Alan N. Trefler Grantor Retained Annuity Trust I of 2022 on September 12, 2022. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,309,061 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,393 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · derivative · entry 9 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,538 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. F2 · shares: Represents a 5% vesting on December 3, 2022, with a release date of December 5, 2022, the first business day following vesting. 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 |
| December 05, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 618 | $36.98 | $22,853.64 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 5 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,307,109 Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,307,727 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on December 3, 2022, with a release date of December 5, 2022, the first business day following vesting. 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, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · derivative · entry 8 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,234 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 December 2, 2022. 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 |
| December 02, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 554 | $37.40 | $20,719.60 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,306,334 Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:33 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,306,888 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, 2022. 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 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,951 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · derivative · entry 9 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,708 Underlying: Common stock · 1,951 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 September 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,393 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · derivative · entry 8 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,931 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. F2 · shares: Represents a 5% vesting on September 3, 2022, with a release date of September 6, 2022, the first business day following vesting. 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 |
| September 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 866 | $35.66 | $30,881.56 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,805,639 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 5 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,806,505 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 September 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 618 | $35.66 | $22,037.88 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,804,554 Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,805,172 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on September 3, 2022, with a release date of September 6, 2022, the first business day following vesting. 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 |
| September 02, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · derivative · entry 7 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,483 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 September 2, 2022. 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 |
| September 02, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 554 | $36.78 | $20,376.12 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,803,779 Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 22:34 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000163 · wf-form4_166259003690944.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,804,333 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, 2022. 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 |
| June 06, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,951 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · derivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,659 Underlying: Common stock · 1,951 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. F2 · shares: Represents a 5% vesting on June 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6,2020, 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 06, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 866 | $52.47 | $45,439.02 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,803,084 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,803,950 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents a 5% vesting on June 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6,2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| June 03, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,393 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · derivative · entry 5 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,324 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 June 3, 2022. 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 |
| June 03, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 618 | $54.73 | $33,823.14 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,801,999 Read SEC document |
| June 03, 2022 Filed Jun 8, 2022 01:13 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000125 · wf-form4_165465076998624.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,802,617 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 3, 2022. 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 |
| June 02, 2022 Filed Jun 3, 2022 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000112 · wf-form4_165429254329663.xml · derivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,732 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. F3 · 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, 2022. 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. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 554 | $50.26 | $27,844.04 |
DisclosureSEC source: 0001013857-22-000112 · wf-form4_165429254329663.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,801,224 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 21:42 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000112 · wf-form4_165429254329663.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,801,778 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, 2022. 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 |
| March 07, 2022 Filed Mar 9, 2022 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000077 · wf-form4_164686274445005.xml · derivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,610 Underlying: Common stock · 1,952 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. F3 · 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 6, 2022, with a release date of March 7, 2022, the first business day following vesting. The original grant was 39,026 restricted stock units, with 20% vesting on March 6,2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 573 | $82.21 | $47,106.33 |
DisclosureSEC source: 0001013857-22-000077 · wf-form4_164686274445005.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,800,529 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:52 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000077 · wf-form4_164686274445005.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,801,102 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 6, 2022, with a release date of March 7, 2022, the first business day following vesting. The original grant was 39,026 restricted stock units, with 20% vesting on March 6,2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 1,393 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 10 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,717 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. F6 · 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, 2022. 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. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 409 | $85.99 | $35,169.91 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,799,150 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, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionCommon stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 5 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,799,559 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, 2022. 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 02, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 4,995 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 9 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,981 Underlying: Common stock · 4,995 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 20% vesting on March 2, 2022. The original grant was 24,976 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Exercise / conversionRestricted Stock Units · Derivative | 2,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 8 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,235 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents 100% vesting on March 2, 2022. The original grant was 2,235 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Trefler elected to receive half of his annual bonus in RSUs. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:02 UTC | PEGASYSTEMS INC PEGA · Entity 309 | Tax withholdingCommon stock | 1,505 | $85.40 | $128,527.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · nonDerivative · entry 4 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,798,166 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.