Key facts
- This page summarizes Leon Trefler's Form 4 filing for PEGASYSTEMS INC (PEGA).
- 5 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 04 Nov 2024, 17:36.
Leon Trefler - 31 Oct 2024 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)
- Reporting relationship
- Chief of Clients and Markets
- Issuer ticker
- PEGA
- Reported as of
- 31 Oct 2024
- Net transaction value
- -$1,162,514
- SEC form
- 4
- Accepted by SEC
- 04 Nov 2024, 17:36:11 UTC
- Prior SEC filing
- 01 Oct 2024
- Next SEC filing
- 03 Dec 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ewelina Kemp, Attorney-in-Fact for Leon Trefler
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Leon Trefler filed Form 4 for PEGASYSTEMS INC (PEGA) on 04 Nov 2024.
Change
- Previous filing in this sequence was filed on 01 Oct 2024.
- Current net transaction value: -$1,162,514.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PEGA
transaction
Common stock
Sale
- Transaction value
- $61,356
- Shares
- -752
- Change %
- -2%
- Price
- $81.59
- Shares after
- 37,636
- Date
- 31 Oct 2024
- Ownership
- Direct
- Footnotes
- F1
PEGA
transaction
Common stock
Options Exercise
- Transaction value
- $504,000
- Shares
- +20,000
- Change %
- +53%
- Price
- $25.20
- Shares after
- 57,636
- Date
- 01 Nov 2024
- Ownership
- Direct
PEGA
transaction
Common stock
Tax liability
- Transaction value
- $931,924
- Shares
- -11,712
- Change %
- -20%
- Price
- $79.57
- Shares after
- 45,924
- Date
- 01 Nov 2024
- Ownership
- Direct
- Footnotes
- F2
PEGA
transaction
Common stock
Sale
- Transaction value
- $673,234
- Shares
- -8,288
- Change %
- -18%
- Price
- $81.23
- Shares after
- 37,636
- Date
- 01 Nov 2024
- Ownership
- Direct
- Footnotes
- F1, F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PEGA
transaction
Derivative
Stock Options
Options Exercise
- Transaction value
- $0
- Shares
- -20,000
- Change %
- -57%
- Price
- $0.000000
- Shares after
- 15,295
- Date
- 01 Nov 2024
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 20,000
- Exercise price
- $25.20
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 4 footnotes
Footnote F1
Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 19, 2023 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
Footnote F2
Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value.
Footnote F3
Does not include shares of common stock subject to unvested restricted stock units and/or options awards.
Footnote F4
Options vested 20% on March 9, 2017, with the remaining 80% vesting in equal quarterly installments over the remaining four years.