| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | PEGA | Common stock | Sale | -$699K | -10K | -2.72% | $69.88 | 357K | Sep 3, 2024 | Richard H. Jones Revocable Trust | F1, F2 |
| holding | PEGA | Common stock | 23.7K | Sep 3, 2024 | Direct | ||||||
| holding | PEGA | Common stock | 85.6K | Sep 3, 2024 | Patricia Jones Cornerstone Trust | ||||||
| holding | PEGA | Common stock | 14.3K | Sep 3, 2024 | Patricia Jones Revocable Trust |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | Sold pursuant to a pre-arranged trading plan adopted by Mr. Jones April 30, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. |
| F2 | Represents the weighted average of sale prices, ranging from $69.78 to $70.09. The individual 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. |