Pegasystems (NASDAQ: PEGA) director shifts 12,484 shares into family trust
Rhea-AI Filing Summary
PEGASYSTEMS INC (PEGA) director Dianne Ledingham reported an internal reallocation of holdings through bona fide gift transactions dated 2026-08-25. She transferred 6,242 shares of common stock from her direct ownership to the Dianne Ledingham Family Legacy Trust. Her directly held shares decreased to 0, while the trust’s indirect holdings increased to 40,280 shares. The reported gifts were at a stated price of $0.00 per share.
Positive
- None.
Negative
- None.
Insider Trade Summary
12,484 shares gifted
Gift
2 txns
Insider
LEDINGHAM DIANNE
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common stock F1 | 6,242 | $0.00 | $0.00 |
| Gift | Common stock F1 | 6,242 | $0.00 | $0.00 |
Holdings After Transaction:
Common stock — 0 shares (Direct);
Common stock — 40,280 shares (Indirect, Dianne Ledingham Family Legacy Trust)
Footnotes (1)
- F1. Reflects transfer from the reporting person to the Dianne Ledingham Family Legacy Trust.
Key Figures
Shares transferred as gift: 6,242 shares of common stock
Direct holdings after transaction: 0 shares of common stock
Indirect holdings after transaction: 40,280 shares of common stock
+2 more
5 metrics
Shares transferred as gift
6,242 shares of common stock
Bona fide gift on 2026-08-25 from direct ownership to family trust
Direct holdings after transaction
0 shares of common stock
Dianne Ledingham’s direct ownership following the 2026-08-25 gift
Indirect holdings after transaction
40,280 shares of common stock
Held by Dianne Ledingham Family Legacy Trust after gift on 2026-08-25
Reported gift price
$0.00 per share
Price field for the bona fide gift transactions of common stock
Total gifted shares reported
12,484 shares of common stock
Aggregate giftShares across both code G transactions in transactionSummary
Key Terms
bona fide gift, indirect ownership, Form 4, Family Legacy Trust
4 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
indirect ownership financial
"ownership_type: "indirect" for Family Legacy Trust holdings"
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Family Legacy Trust financial
""Dianne Ledingham Family Legacy Trust" as nature_of_ownership"
FAQ
What insider transaction did PEGA director Dianne Ledingham report on this Form 4?
Dianne Ledingham reported bona fide gift transfers of 6,242 PEGA shares of common stock on 2026-08-25, moving them from her direct ownership to the Dianne Ledingham Family Legacy Trust at a stated price of $0.00 per share.
What are the indirect PEGA holdings of the Dianne Ledingham Family Legacy Trust after the transaction?
Following the gift transaction, the Dianne Ledingham Family Legacy Trust held 40,280 shares of PEGASYSTEMS INC common stock as indirect ownership associated with Dianne Ledingham.
What transaction code was used in Dianne Ledingham’s PEGA Form 4 filing?
The transactions were reported under code G, which indicates a bona fide gift of securities. The Form 4 shows two such gift transactions involving PEGASYSTEMS INC common stock on 2026-08-25.
Did PEGASYSTEMS INC receive any proceeds from Dianne Ledingham’s reported Form 4 transactions?
No. The filing reports bona fide gifts of PEGA common stock at a stated price of $0.00 per share, reflecting transfers between Dianne Ledingham’s direct holdings and the Dianne Ledingham Family Legacy Trust, not sales generating proceeds.
AI-generated analysis. How Rhea-AI works. Not financial advice.