ALAN TREFLER - 19 Dec 2023 Form 4 Insider Report for PEGASYSTEMS INC (PEGA)

Role
C.E.O. & Chairman, 10%+ Owner
Signature
/s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler
Issuer symbol
PEGA
Transactions as of
19 Dec 2023
Transactions value $
$0
Form type
4
Filing time
21 Dec 2023, 16:57:59 UTC
Previous filing
08 Dec 2023
Next filing
16 Feb 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PEGA Common stock Gift $0 -650 -0% $0 24,776,206 19 Dec 2023 Direct F1
transaction PEGA Common stock Gift $0 -55,200 -0.22% $0 24,721,006 20 Dec 2023 Direct F2, F3
holding PEGA Common stock 4,257,521 19 Dec 2023 Alan N. Trefler Grantor Retained Annuity Trust I of 2022
holding PEGA Common stock 7,500,000 19 Dec 2023 Alan N. Trefler Grantor Retained Annuity Trust I of 2023
holding PEGA Common stock 3,242,479 19 Dec 2023 Alan N. Trefler Grantor Retained Annuity Trust II of 2023
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Gifts made to family members.
F2 Gifts made to family members and to charitable organizations, including the Trefler Foundation. Mr. Trefler is a Trustee of the Trefler Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Foundation. He retains voting and dispositive control over such shares.
F3 Does not include shares of common stock subject to unvested restricted stock units and/or options awards.