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

Role
C.E.O. & Chairman, Director, 10%+ Owner
Signature
/s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler
Stock symbol
PEGA
Transactions as of
Mar 4, 2025
Transactions value $
$0
Form type
4
Date filed
3/6/2025, 05:45 PM
Previous filing
Mar 4, 2025
Next filing
Mar 13, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding PEGA Common stock 1.61M Mar 4, 2025 Alan N. Trefler Irrevocable Non-GST Trust of 2022
holding PEGA Common stock 5.07M Mar 4, 2025 Alan N. Trefler Grantor Retained Annuity Trust I of 2023
holding PEGA Common stock 2.19M Mar 4, 2025 Alan N. Trefler Grantor Retained Annuity Trust II of 2023
holding PEGA Common stock 7.5M Mar 4, 2025 Alan N. Trefler Grantor Retained Annuity Trust I of 2024
holding PEGA Common stock 6M Mar 4, 2025 Alan N. Trefler Grantor Retained Annuity Trust II of 2024
holding PEGA Common stock 17.3M Mar 4, 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction PEGA Stock Options Award $0 +225K $0.00 225K Mar 4, 2025 Common stock 225K $77.63 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Does not include shares of common stock subject to unvested restricted stock units and/or options awards.
F2 Options will vest 25% on March 4, 2026, with the remaining 75% vesting in equal quarterly installments over the next three years.