SEC Form 4 · accession 0001480560-26-000022
PEGASYSTEMS INC · PEGA
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Leon Trefler
Officer — Chief of Clients and Markets
Period of report
Sep 4, 2026
Accepted (ET)
Sep 9, 2026 · 5:40 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 stock | Sep 4, 2026 | M | 1,616 | $0.00 | A | 129,340 | D | |
| Common stock | Sep 4, 2026 | F | 636 | $37.72 | D | 128,704 | D | |
| Common stock | Sep 5, 2026 | M | 2,202 | $0.00 | A | 130,906 | D | |
| Common stock | Sep 5, 2026 | F | 867 | $37.36 | D | 130,039 | D | |
| Common stock | Sep 7, 2026 | M | 2,658 | $0.00 | A | 132,697 | D | |
| Common stock | Sep 7, 2026 | F | 1,046 | $37.36 | D | 131,651 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitsF1,F2 | $0.00 | Sep 4, 2026 | M | 1,616 | D | Mar 4, 2026 | Mar 4, 2029 | Common stock | 1,616 | 16,154 | D |
| Restricted Stock UnitsF1,F2 | $0.00 | Sep 5, 2026 | M | 2,202 | D | Mar 5, 2025 | Mar 5, 2028 | Common stock | 2,202 | 13,206 | D |
| Restricted Stock UnitsF1,F2 | $0.00 | Sep 7, 2026 | M | 2,658 | D | Mar 7, 2024 | Mar 7, 2027 | Common stock | 2,658 | 5,316 | D |
Explanation of responses
- F1Each restricted stock unit represents the right to receive, following vesting, one share of common stock.
- F225% of the restricted stock units vested on the Date Exercisable in Table II, and the remaining 75% vest in equal quarterly installments over the following three years.