Key facts
- This page summarizes Alan Trefler's Form 4 filing for PEGASYSTEMS INC (PEGA).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 03 Mar 2026, 16:07.
Alan Trefler - 02 Mar 2026 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)
- Reporting relationship
- C.E.O. & Chairman, Director, 10%+ Owner
- Issuer ticker
- PEGA
- Reported as of
- 02 Mar 2026
- Net transaction value
- -$35,596
- SEC form
- 4
- Accepted by SEC
- 03 Mar 2026, 16:07:54 UTC
- Prior SEC filing
- 19 Feb 2026
- Next SEC filing
- 05 Mar 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Alan Trefler filed Form 4 for PEGASYSTEMS INC (PEGA) on 03 Mar 2026.
Change
- Previous filing in this sequence was filed on 19 Feb 2026.
- Current net transaction value: -$35,596.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- 03 Mar 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PEGA
transaction
Common stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,498
- Change %
- +0.01%
- Price
- $0.000000
- Shares after
- 44,322,280
- Date
- 02 Mar 2026
- Ownership
- Direct
PEGA
transaction
Common stock
Tax liability
- Transaction value
- $35,596
- Shares
- -814
- Change %
- -0%
- Price
- $43.73
- Shares after
- 44,321,466
- Date
- 02 Mar 2026
- Ownership
- Direct
PEGA
holding
Common stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 8,703,426
- Date
- 02 Mar 2026
- 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
- 84,000
- Date
- 02 Mar 2026
- Ownership
- Trefler Foundation
PEGA
holding
Common stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 10,879,283
- Date
- 02 Mar 2026
- 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
- 10,876,525
- Date
- 02 Mar 2026
- 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
- 2,071,585
- Date
- 02 Mar 2026
- Ownership
- The Trefler 2025 Trust
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PEGA
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -2,498
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 02 Mar 2026
- Ownership
- Direct
- Underlying class
- Common stock
- Underlying amount
- 2,498
- Exercise price
- $0.000000
- Footnotes
- F1, 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
Each restricted stock unit represents the right to receive, following vesting, one share of common stock.
Footnote 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.