Filing Details

Accession Number:
0001013857-25-000199
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-07-11 17:09:10
Reporting Period:
2025-07-09
Filing Date:
2025-07-11
Accepted Time:
2025-07-11 17:09:10
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1013857 Pegasystems Inc PEGA Services-Computer Processing & Data Preparation (7374) 042787865
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1032235 Alan Trefler C/O Pegasystems Inc.
225 Wyman Street, Ste 300
Waltham MA 02451
C.e.o. & Chairman Yes Yes Yes No
Transaction Summary
Sold: 45,000 shares Avg. Price: $53.34 Total Value: $2,400,300.00
Number of Shares After Transactions: 33,051,692 shares
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2025-07-09 45,000 $53.34 33,051,692 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 3,211,006 Indirect Alan N. Trefler Irrevocable Non-GST Trust of 2022
Common Stock 10,134,542 Indirect Alan N. Trefler Grantor Retained Annuity Trust I of 2023
Common Stock 4,381,472 Indirect Alan N. Trefler Grantor Retained Annuity Trust II of 2023
Common Stock 15,000,000 Indirect Alan N. Trefler Grantor Retained Annuity Trust I of 2024
Common Stock 12,000,000 Indirect Alan N. Trefler Grantor Retained Annuity Trust II of 2024
Footnotes
  1. Sold pursuant to a pre-arranged trading plan adopted by Mr. Trefler November 6, 2024 under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
  2. Represents the weighted average of sale prices, ranging from $53.04 to $53.95. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price.
  3. Beneficial ownership totals reflect Pegasystems Inc.'s 2-for-1 forward stock split effectuated on June 20, 2025, and a correction to the number of shares directly held, which was previously incorrectly reported as higher (on a pre-split basis) due to an administrative error.