TREFLER ALAN - 24 Dec 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
Issuer symbol
PEGA
Transactions as of
24 Dec 2024
Net transactions value
$0
Form type
4
Filing time
27 Dec 2024, 16:58:21 UTC
Previous filing
04 Dec 2024
Next filing
14 Feb 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PEGA Common stock Gift $0 -25,100 -0.14% $0.000000 17,340,286 24 Dec 2024 Direct F1, F2
holding PEGA Common stock 1,605,503 24 Dec 2024 Alan N. Trefler Irrevocable Non-GST Trust of 2022
holding PEGA Common stock 5,067,271 24 Dec 2024 Alan N. Trefler Grantor Retained Annuity Trust I of 2023
holding PEGA Common stock 2,190,736 24 Dec 2024 Alan N. Trefler Grantor Retained Annuity Trust II of 2023
holding PEGA Common stock 7,500,000 24 Dec 2024 Alan N. Trefler Grantor Retained Annuity Trust I of 2024
holding PEGA Common stock 6,000,000 24 Dec 2024 Alan N. Trefler Grantor Retained Annuity Trust II of 2024
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Gifts made to family members and to charitable organizations, including the Trefler Foundation. Mr. Trefler is a Trustee of the Trefler Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Foundation. He retains voting and dispositive control over such shares.
F2 Does not include shares of common stock subject to unvested restricted stock units and/or options awards.