Alan Trefler - 14 Sep 2026 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)

Reporting relationship: C.E.O. & Chairman, Director, 10%+ Owner
Issuer ticker: PEGA
Reported as of: 14 Sep 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 16 Sep 2026, 17:43:57 UTC
Prior SEC filing: 05 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler

Key filing fact

Alan Trefler filed Form 4 for PEGASYSTEMS INC (PEGA) on 16 Sep 2026.

Key facts

This page summarizes Alan Trefler's Form 4 filing for PEGASYSTEMS INC (PEGA).
3 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 16 Sep 2026, 17:43.

Change

Previous filing in this sequence was filed on 05 Mar 2026.
Current net transaction value: $0.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001032235 Primary reporting owner

TREFLER ALAN

Relationship: C.E.O. & Chairman, Director, 10%+ Owner
Address: C/O PEGASYSTEMS INC., 225 WYMAN STREET, STE 300, WALTHAM
Signature: /s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler
Signature date: 16 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PEGA transaction

Common stock

Gift

Transaction value
Shares: -2,399,690
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 14 Sep 2026
Ownership: Alan N. Trefler Grantor Retained Annuity Trust II of 2024
Footnotes: F1, F2

PEGA transaction

Common stock

Gift

Transaction value
Shares: -2,999,613
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 14 Sep 2026
Ownership: Alan N. Trefler Grantor Retained Annuity Trust I of 2024
Footnotes: F1, F2

PEGA transaction

Common stock

Gift

Transaction value
Shares: +5,399,303
Change %: +50%
Price: $0.000000^*
Shares after: 16,275,828
Date: 14 Sep 2026
Ownership: Alan N. Trefler Irrevocable Non-GST Trust of 2022
Footnotes: F1

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 58,504,872
Date: 14 Sep 2026
Ownership: Direct
Footnotes: F3

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,071,585
Date: 14 Sep 2026
Ownership: The Trefler 2025 Trust

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.

Footnote F2

Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.

Footnote F3

Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.