| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | PEGA | Common stock | +Options Exercise | $0 | +1,951 | +0.01% | $0.00 | 24,724,768 | Mar 6, 2024 | Direct | F1 |
| transaction | PEGA | Common stock | -Tax liability | -$35,583 | -573 | 0% | $62.10 | 24,724,195 | Mar 6, 2024 | Direct | F2, F3 |
| holding | PEGA | Common stock | 4,257,521 | Mar 5, 2024 | Alan N. Trefler Grantor Retained Annuity Trust I of 2022 | ||||||
| holding | PEGA | Common stock | 7,500,000 | Mar 5, 2024 | Alan N. Trefler Grantor Retained Annuity Trust I of 2023 | ||||||
| holding | PEGA | Common stock | 3,242,479 | Mar 5, 2024 | Alan N. Trefler Grantor Retained Annuity Trust II of 2023 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | PEGA | Stock Options | +Grant/Award | $0 | +251,257 | $0.00 | 251,257 | Mar 5, 2024 | Common stock | 251,257 | $62.10 | Direct | F4 | |
| transaction | PEGA | Restricted Stock Units | -Options Exercise | $0 | -1,951 | -100% | $0.00 | 0 | Mar 6, 2024 | Common stock | 1,951 | $0.00 | Direct | F1, F5, F6 |
| Id | Content |
|---|---|
| F1 | Represents a 5% vesting on March 6, 2024. 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. |
| F2 | Tendered to issuer to satisfy tax withholding obligations of the reporting person, exempted pursuant to Rule 16b-3(e). |
| F3 | Does not include shares of common stock subject to unvested restricted stock units and/or options awards. |
| F4 | Options will vest 25% on March 5, 2025, with the remaining 75% vesting in equal quarterly installments over the remaining three years. |
| F5 | Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. |
| F6 | Once vested, the shares of common stock are not subject to expiration. |