Filer Snapshot

Alan Trefler

CIK 0001032235. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

6

Latest filing

01 Aug 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for PEGA. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

PEGA

30 Sep 2025 · 46% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 01 Aug 2025 for CIK 0001032235.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$3.22B

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$3.22B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

PEGA

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

PEGA
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
225 Wyman Street, Ste 300, Waltham, MA, 02451

Filer intelligence

What SEC filings say about Alan Trefler

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is PEGA at 46% ownership.
  • Forms 3/4/5 show insider context for PEGA worth $3.22B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

PEGA

30 Sep 2025 · Common Stock, $.01 par value per share

46%
Issuer page 13D/G history

Forms 3/4/5 insider context

PEGA

03 Mar 2026 · C.E.O. & Chairman · 10% owner

$3.22B
Issuer page Owner page

Latest update

What changed recently for Alan Trefler

Ownership report updated

Latest ownership report period: 03 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Mar 2026

Page type

Ownership filings

Latest period

03 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Mar 2026.

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SEC filing record

CIK 0001032235 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
6
First seen
06 Sep 2023
Latest filing
01 Aug 2025
Entity
Individual

Observed form types

4 SCHEDULE 13G/A

CIK-linked evidence first

Alan Trefler SEC filings Alan Trefler 13D/G history Alan Trefler owner filings Open SEC filing index

Latest Filings

Showing the latest 6 of 6 SEC filings for Alan Trefler.

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
01 Aug 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
21 Dec 2023
Reporting date
19 Dec 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
08 Dec 2023
Reporting date
06 Dec 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
05 Dec 2023
Reporting date
04 Dec 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
08 Sep 2023
Reporting date
06 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
06 Sep 2023
Reporting date
05 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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