Form 4 for PEGA PEGASYSTEMS INC
Accepted 2025-09-04 00:00:00 ET · period of report 2025-09-01 · accession 0001480560-25-000004 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-09-04 | 2025-09-01+ | PEGA | Trefler Leon | Chief of Clients, Markets | M - OptEx | $0.00 | +1,560 | 116.1K | +1% | $0 |
| DM | 2025-09-04 | 2025-09-01+ | PEGA | Trefler Leon | Chief of Clients, Markets | F - Tax | $54.21 | -615 | 115.9K | -0.5% | -$33.3K |
| DM | 2025-09-04 | 2025-09-01+ | PEGA | Trefler Leon | Chief of Clients, Markets | M - OptEx | $0.00 | -1,560 | 7,052 | -18% | $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 | 2025-09-02 | M | A | 384 | $0.00 | 116,005.99 | D | — | — | (F2) Represents a 5% vesting on September 2, 2025. The original grant was 3,843 restricted stock units, with 20% vesting on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. |
| 2 | Common | Common stock | 2025-09-01 | F | D | 463 | $54.21 | 115,621.99 | D | — | — | |
| 3 | Common | Common stock | 2025-09-01 | M | A | 1,176 | $0.00 | 116,084.99 | D | — | — | (F1) Represents a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. |
| 4 | Common | Common stock | 2025-09-02 | F | D | 152 | $54.21 | 115,853.99 | D | — | — | (F3) 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 lower (on a pre-split basis) due to an administrative error. |
| 5 | Derivative | Restricted Stock Units | 2025-09-02 | M | D | 384 | $0.00 | 768 | D | $0.00 · 2022-03-02 to 2026-03-02 | 384 Common stock | (F4) Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. (F2) Represents a 5% vesting on September 2, 2025. The original grant was 3,843 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) All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025. |
| 6 | Derivative | Restricted Stock Units | 2025-09-01 | M | D | 1,176 | $0.00 | 7,052 | D | $0.00 · 2023-03-01 to 2027-03-01 | 1,176 Common stock | (F4) Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. (F1) Represents a 5% vesting on September 1, 2025, with a release date of September 2, 2025, the first business day following vesting. The original grant was 11,754 restricted stock units, with 20% vesting on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. (F5) All share amounts in this Form 4 have been restated to reflect a 2-for-1 forward stock split of Pegasystems Inc.'s common stock effectuated on June 20, 2025. |