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Pegasystems (PEGA) executive exercises RSUs and uses shares to pay taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Pegasystems Inc Chief Product Officer Rifat Kerim Akgonul exercised restricted stock units into common stock and used some shares to cover taxes. On June 4–5, 2026, he acquired 3,816 common shares from RSU vesting, with 1,846 shares withheld for tax obligations, and now directly holds about 110,711 common shares.

Positive

  • None.

Negative

  • None.
Insider Akgonul Rifat Kerim
Role Chief Product Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 2,200 $0.00 --
Exercise Common stock 2,200 $0.00 --
Tax Withholding Common stock 1,064 $35.44 $38K
Exercise Restricted Stock Units 1,616 $0.00 --
Exercise Common stock 1,616 $0.00 --
Tax Withholding Common stock 782 $35.11 $27K
Holdings After Transaction: Restricted Stock Units — 15,408 shares (Direct, null); Common stock — 110,711 shares (Direct, null)
Footnotes (1)
  1. Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. 25% 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.
RSUs exercised June 4, 2026 1,616 shares Restricted stock units converted into common stock on June 4, 2026
RSUs exercised June 5, 2026 2,200 shares Restricted stock units converted into common stock on June 5, 2026
Shares withheld for taxes June 4, 2026 782 shares at $35.11 Tax-withholding disposition of common stock
Shares withheld for taxes June 5, 2026 1,064 shares at $35.44 Tax-withholding disposition of common stock
Common shares after June 5 transaction 110,711 shares Total common stock directly owned following June 5, 2026 transaction
RSUs remaining after June 5 transaction 15,408 units Restricted stock units remaining following June 5, 2026 derivative transaction
RSUs remaining after June 4 transaction 17,770 units Restricted stock units remaining following June 4, 2026 derivative transaction
Total RSU exercises 3,816 shares Aggregate restricted stock units converted to common stock June 4–5, 2026
Restricted stock units financial
"Each restricted stock unit represents the right to receive, following vesting, one share"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
vesting financial
"vested on the Date Exercisable in Table II, and the remaining 75% vest"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Akgonul Rifat Kerim

(Last)(First)(Middle)
C/O PEGASYSTEMS INC.
225 WYMAN STREET, STE 300

(Street)
WALTHAM MASSACHUSETTS 02451

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PEGASYSTEMS INC [ PEGA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Product Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common stock06/04/2026M1,616A$0109,293D
Common stock06/04/2026F782D$35.11108,511D
Common stock06/05/2026M2,200A$0110,711D
Common stock06/05/2026F1,064D$35.44109,647D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)$006/04/2026M1,61603/04/2026(2)03/04/2029Common stock1,616$017,770D
Restricted Stock Units(1)$006/05/2026M2,20003/05/2025(2)03/05/2028Common stock2,200$015,408D
Explanation of Responses:
1. Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock.
2. 25% 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.
Remarks:
/s/ Kathryn Leach, Attorney-in-Fact for Rifat Kerim Akgonul06/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Pegasystems (PEGA) report for Rifat Kerim Akgonul?

Pegasystems reported that Chief Product Officer Rifat Kerim Akgonul exercised restricted stock units into common stock and had shares withheld for taxes. He acquired 3,816 common shares and 1,846 shares were disposed of to satisfy tax obligations on June 4–5, 2026.

Did the Pegasystems (PEGA) insider Form 4 show any open-market share sales?

The Form 4 shows no open-market purchases or sales. All dispositions, totaling 1,846 shares, were coded “F” and described as payment of tax liability by delivering securities, meaning shares were withheld for taxes rather than sold on the open market.

How many Pegasystems (PEGA) shares does Rifat Kerim Akgonul hold after these transactions?

After the reported transactions, Akgonul directly holds 110,711 shares of Pegasystems common stock. He also retains 17,770 restricted stock units, each representing the right to receive one share of common stock upon future vesting according to the award terms.

What RSU exercises were reported for Pegasystems (PEGA) Chief Product Officer?

The filing shows two RSU exercises coded “M”. On June 4, 2026, 1,616 restricted stock units converted into common stock, and on June 5, 2026, another 2,200 units converted. Each restricted stock unit represents the right to receive one Pegasystems common share after vesting.

How are Pegasystems (PEGA) restricted stock units structured for this insider?

Each restricted stock unit represents the right to receive one share of Pegasystems common stock after vesting. Footnotes state that 25% of the units vest on the initial exercisable date, with the remaining 75% vesting in equal quarterly installments over the following three years.

What is the net share impact of the June 2026 Pegasystems (PEGA) insider transactions?

Across June 4–5, 2026, Akgonul exercised 3,816 restricted stock units into common stock and 1,846 shares were withheld to cover tax obligations. This pattern reflects compensation-related vesting and tax withholding rather than discretionary open-market trading in Pegasystems shares.