TREFLER ALAN - 04 Mar 2025 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
04 Mar 2025
Net transactions value
$0
Form type
4
Filing time
06 Mar 2025, 17:45:38 UTC
Previous filing
04 Mar 2025
Next filing
13 Mar 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding PEGA Common stock 1,605,503 04 Mar 2025 Alan N. Trefler Irrevocable Non-GST Trust of 2022
holding PEGA Common stock 5,067,271 04 Mar 2025 Alan N. Trefler Grantor Retained Annuity Trust I of 2023
holding PEGA Common stock 2,190,736 04 Mar 2025 Alan N. Trefler Grantor Retained Annuity Trust II of 2023
holding PEGA Common stock 7,500,000 04 Mar 2025 Alan N. Trefler Grantor Retained Annuity Trust I of 2024
holding PEGA Common stock 6,000,000 04 Mar 2025 Alan N. Trefler Grantor Retained Annuity Trust II of 2024
holding PEGA Common stock 17,279,114 04 Mar 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction PEGA Stock Options Award $0 +225,009 $0.000000 225,009 04 Mar 2025 Common stock 225,009 $77.63 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Does not include shares of common stock subject to unvested restricted stock units and/or options awards.
F2 Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.