Form 4 for PEGA PEGASYSTEMS INC
Accepted 2025-09-17 00:00:00 ET · period of report 2025-09-15 · accession 0001032235-25-000010 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-09-17 | 2025-09-16 | PEGA | TREFLER ALAN | CEO, COB, Dir, 10% | S - Sale | $58.22 | -45.0K | 45.07M | -0.1% | -$2.62M |
| MI | 2025-09-17 | 2025-09-15+ | PEGA | TREFLER ALAN | CEO, COB, Dir, 10% | G - Gift | $0.00 | 0 | 1.14M | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common stock | 2025-09-16 | S | D | 42,672 | $58.18 | 45,071,692 | D | — | — | (F4) Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. (F5) Represents the weighted average of sale prices, ranging from $57.79 to $58.78. The reporting person has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. (F6) Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4. |
| 2 | Common | Common stock | 2025-09-16 | G | A | 9,737,104 | $0.00 | 10,876,525 | I Alan N. Trefler Irrevocable Non-GST Trust of 2022 | — | — | (F3) Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022. |
| 3 | Common | Common stock | 2025-09-16 | G | D | 2,939,019 | $0.00 | 0 | I Alan N. Trefler Grantor Retained Annuity Trust II of 2023 | — | — | (F3) Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022. (F1) Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column . |
| 4 | Common | Common stock | 2025-09-16 | G | D | 6,798,085 | $0.00 | 0 | I Alan N. Trefler Grantor Retained Annuity Trust I of 2023 | — | — | (F3) Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2023 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022. (F1) Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column . |
| 5 | Common | Common stock | 2025-09-15 | G | A | 2,071,585 | $0.00 | 2,071,585 | I The Trefler 2025 Trust | — | — | (F2) Transfer of shares from the Alan N. Trefler Irrevocable Non-GST Trust of 2022 to The Trefler 2025 Trust. |
| 6 | Common | Common stock | 2025-09-16 | S | D | 2,328 | $58.93 | 45,069,364 | D | — | — | (F4) Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler on November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. (F7) Represents the weighted average of sale prices, ranging from $58.79 to $59.25. The reporting person has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. (F6) Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4. |
| 7 | Common | Common stock | 2025-09-15 | G | D | 2,071,585 | $0.00 | 1,139,421 | I Alan N. Trefler Irrevocable Non-GST Trust of 2022 | — | — | (F2) Transfer of shares from the Alan N. Trefler Irrevocable Non-GST Trust of 2022 to The Trefler 2025 Trust. |