Alan Trefler - Dec 2, 2025 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)

Role
C.E.O. & Chairman, Director, 10%+ Owner
Signature
/s/Kathryn Leach, Attorney-in-Fact for Alan Trefler
Stock symbol
PEGA
Transactions as of
Dec 2, 2025
Transactions value $
-$66,259
Form type
4
Date filed
12/3/2025, 04:32 PM
Previous filing
Nov 7, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
TREFLER ALAN C.E.O. & Chairman, Director, 10%+ Owner C/O PEGASYSTEMS INC., 225 WYMAN STREET, STE 300, WALTHAM /s/Kathryn Leach, Attorney-in-Fact for Alan Trefler 2025-12-03 0001032235

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PEGA Common stock Options Exercise $0 +2.5K +0.01% $0.00 44.8M Dec 2, 2025 Direct
transaction PEGA Common stock Tax liability -$66.3K -1.21K 0% $54.85 44.8M Dec 2, 2025 Direct
holding PEGA Common stock 10.9M Dec 2, 2025 Alan N. Trefler Irrevocable Non-GST Trust of 2022
holding PEGA Common stock 10.9M Dec 2, 2025 Alan N. Trefler Grantor Retained Annuity Trust I of 2024
holding PEGA Common stock 8.7M Dec 2, 2025 Alan N. Trefler Grantor Retained Annuity Trust II of 2024
holding PEGA Common stock 2.07M Dec 2, 2025 The Trefler 2025 Trust

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 Restricted Stock Units Options Exercise $0 -2.5K -50% $0.00 2.5K Dec 2, 2025 Common stock 2.5K $0.00 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.
F2 20% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 80% vest in equal quarterly installments over the following four years.