Alan Trefler - Sep 12, 2024 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)

Role
C.E.O. & Chairman, Director, 10%+ Owner
Signature
/s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler
Stock symbol
PEGA
Transactions as of
Sep 12, 2024
Transactions value $
$0
Form type
4
Date filed
9/16/2024, 05:09 PM
Previous filing
Sep 4, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PEGA Common stock Gift $0 -1.61M -100% $0.00 0 Sep 12, 2024 Alan N. Trefler Grantor Retained Annuity Trust I of 2022 F6
transaction PEGA Common stock Gift $0 +1.61M $0.00 1.61M Sep 12, 2024 Alan N. Trefler Irrevocable Non-GST Trust of 2022 F7
holding PEGA Common stock 5.07M Sep 12, 2024 Alan N. Trefler Grantor Retained Annuity Trust I of 2023 F1
holding PEGA Common stock 2.19M Sep 12, 2024 Alan N. Trefler Grantor Retained Annuity Trust II of 2023 F2
holding PEGA Common stock 7.5M Sep 12, 2024 Alan N. Trefler Grantor Retained Annuity Trust I of 2024 F3
holding PEGA Common stock 6M Sep 12, 2024 Alan N. Trefler Grantor Retained Annuity Trust II of 2024 F4
holding PEGA Common stock 17.4M Sep 12, 2024 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust I of 2023.
F2 Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust II of 2023.
F3 Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust I of 2024.
F4 Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024.
F5 Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust I of 2022, the Alan N. Trefler Grantor Retained Annuity Trust I of 2023, the Alan N. Trefler Grantor Retained Annuity Trust II of 2023, the Alan N. Trefler Grantor Retained Annuity Trust I of 2024, and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024.
F6 Reflects exempt transfers between the reporting person and the Alan N. Trefler Grantor Retained Annuity Trust I of 2022.
F7 Reflects transfer of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2022.