Alan Trefler - 04 Mar 2025 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)

Reporting relationship: C.E.O. & Chairman, Director, 10%+ Owner
Issuer ticker: PEGA
Reported as of: 04 Mar 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 06 Mar 2025, 17:45:38 UTC
Prior SEC filing: 04 Mar 2025
Next SEC filing: 13 Mar 2025
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 06 Mar 2025.

Key facts

This page summarizes Alan Trefler's Form 4 filing for PEGASYSTEMS INC (PEGA).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 06 Mar 2025, 17:45.

Change

Previous filing in this sequence was filed on 04 Mar 2025.
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

Reported non-derivative transactions

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

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,605,503
Date: 04 Mar 2025
Ownership: Alan N. Trefler Irrevocable Non-GST Trust of 2022

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 5,067,271
Date: 04 Mar 2025
Ownership: Alan N. Trefler Grantor Retained Annuity Trust I of 2023

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,190,736
Date: 04 Mar 2025
Ownership: Alan N. Trefler Grantor Retained Annuity Trust II of 2023

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,500,000
Date: 04 Mar 2025
Ownership: Alan N. Trefler Grantor Retained Annuity Trust I of 2024

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,000,000
Date: 04 Mar 2025
Ownership: Alan N. Trefler Grantor Retained Annuity Trust II of 2024

PEGA holding

Common stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 17,279,114
Date: 04 Mar 2025
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PEGA transaction Derivative

Stock Options

Award

Transaction value: $0
Shares: +225,009
Change %
Price: $0.000000
Shares after: 225,009
Date: 04 Mar 2025
Ownership: Direct
Underlying class: Common stock
Underlying amount: 225,009
Exercise price: $77.63
Footnotes: F2

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Does not include shares of common stock subject to unvested restricted stock units and/or options awards.

Footnote F2

Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.

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