Pegasystems trust plans sale of 1,000 shares

PEGASYSTEMS INC (PEGA) received a Rule 144 notice from the Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025, an affiliate of a director, for a proposed sale of 1,000 shares of common stock through Merrill Lynch on September 15, 2026.

Rhea-AI Filing Summary

PEGASYSTEMS INC (PEGA) received a Rule 144 notice from the Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025, an affiliate of a director, for a proposed sale of 1,000 shares of common stock through Merrill Lynch on September 15, 2026.

The notice states that the trust’s shares include stock acquired from an RSU vesting of 1,570 shares on August 16, 2021 from the issuer. The sale is being executed by trustee William Ledingham on behalf of the trust.

Key Figures

Shares to be sold: 1,000 shares RSU vesting shares: 1,570 shares Planned sale date: September 15, 2026 +1 more

4 metrics

Shares to be sold 1,000 shares Proposed Rule 144 sale of Pegasystems common stock by the family trust

RSU vesting shares 1,570 shares Shares acquired via RSU Vest from the issuer on August 16, 2021

Planned sale date September 15, 2026 Expected date of sale of 1,000 Pegasystems common shares

RSU vest date August 16, 2021 Acquisition date for 1,570 shares via RSU vesting

Key Terms

Rule 144, affiliate, RSU Vest, trustee

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

affiliate regulatory

"Affiliate of the Director"

RSU Vest financial

"common | 08/16/2021 | RSU Vest | Issuer"

trustee financial

"Sales executed for William Ledingham, as trustee and on behalf of the Dianne"

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing for PEGA disclose?

The filing discloses that the Dianne Ledingham Family Legacy Trust, an affiliate of a director, intends to sell 1,000 shares of Pegasystems common stock under Rule 144 through Merrill Lynch on September 15, 2026.

Who is selling Pegasystems (PEGA) shares under this Form 144?

The seller is the Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025, described as an affiliate of a director. Sales are executed by William Ledingham as trustee on behalf of the trust.

How many Pegasystems (PEGA) shares are proposed to be sold?

The Rule 144 notice covers a proposed sale of 1,000 shares of Pegasystems common stock through Merrill Lynch. This is the amount listed in the securities information section.

When were the Pegasystems (PEGA) shares acquired by the trust?

The filing indicates that 1,570 shares were acquired on August 16, 2021 via RSU Vest from the issuer. This acquisition is listed in the “Securities To Be Sold” section.

What broker is handling the Pegasystems (PEGA) Rule 144 sale?

The proposed sale of Pegasystems common stock is through Merrill Lynch, with an office listed at William Street in Wellesley, Massachusetts, in the securities information section.

On what date is the Pegasystems (PEGA) Rule 144 sale expected?

The Rule 144 notice lists an expected sale date of September 15, 2026 for the 1,000 Pegasystems common shares to be sold through Merrill Lynch on Nasdaq.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/15/2026 - 04:24 PM Accepted by SEC EDGAR 09/15/2026 - 04:23 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001684701
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Pegasystems Inc.
SEC File Number
Address of Issuer	225 Wyman Street Waltham MASSACHUSETTS 02451
Phone	6173749600
Name of Person for Whose Account the Securities are To Be Sold	Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Affiliate of the Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
common	Merrill Lynch 45 William Street Suite 100 Wellesley MA 02481	1000	38000	164404945	09/15/2026	Nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
common	08/16/2021	RSU Vest	Issuer			1570	08/16/2021	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	Sales executed for William Ledingham, as trustee and on behalf of the Dianne Ledingham Family legacy trust U/A DTD 3/12/2025
Date of Notice	09/15/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	06/15/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	William Ledingham, TTEE
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)