SEC Form 4 · accession 0001032235-26-000012
PEGASYSTEMS INC · PEGA
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Alan Trefler
Officer — C.E.O. & Chairman · Director · 10% Owner
Period of report
Sep 14, 2026
Accepted (ET)
Sep 16, 2026 · 5:43 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001013857
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common stockF1,F2 | Sep 14, 2026 | G | 2,399,690 | $0.00 | D | 0 | I | Alan N. Trefler Grantor Retained Annuity Trust II of 2024 |
| Common stockF1,F2 | Sep 14, 2026 | G | 2,999,613 | $0.00 | D | 0 | I | Alan N. Trefler Grantor Retained Annuity Trust I of 2024 |
| Common stockF1 | Sep 14, 2026 | G | 5,399,303 | $0.00 | A | 16,275,828 | I | Alan N. Trefler Irrevocable Non-GST Trust of 2022 |
| Common stockF3 | holding | — | — | — | 58,504,872 | D | ||
| Common stock | holding | — | — | — | 2,071,585 | I | The Trefler 2025 Trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Transfers of shares from the Alan N. Trefler Grantor Retained Annuity Trust I of 2024 and the Alan N. Trefler Grantor Retained Annuity Trust II of 2024 to the Alan N. Trefler Irrevocable Non-GST Trust of 2022.
- F2Reflects exempt transfers between the reporting person and the trust described in the Nature of Indirect Beneficial Ownership column.
- F3Reflects exempt transfers between the reporting person and the grantor retained annuity trusts described on this Form 4.