Pegasystems (NASDAQ: PEGA) grants director stock and options
Rhea-AI Filing Summary
PEGASYSTEMS INC (PEGA) director Richard H. Jones reported compensation-related equity awards. On 2026-08-15 he received 3,868 shares of unrestricted common stock as consideration for his annual director service and a fully vested non-statutory stock option for 7,947 shares at an exercise price of $32.32, expiring 2036-08-15. The filing also lists indirect holdings of common stock through several family trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 3,868 shares
Net Buy
5 txns
Insider
JONES RICHARD H
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Stock Options F2 | 7,947 | $0.00 | $0.00 |
| Grant/Award | Common stock F1 | 3,868 | $0.00 | $0.00 |
| holding | Common stock | -- | -- | -- |
| holding | Common stock | -- | -- | -- |
| holding | Common stock | -- | -- | -- |
Holdings After Transaction:
Stock Options — 7,947 shares (Direct);
Common stock — 3,868 shares (Direct);
Common stock — 171,168 shares (Indirect, Patricia Jones Cornerstone Trust);
Common stock — 759,746 shares (Indirect, Richard H. Jones Revocable Trust);
Common stock — 28,678 shares (Indirect, Patricia Jones Revocable Trust)
Footnotes (2)
- F1. Represents shares of unrestricted common stock received as consideration for the reporting person's service as a Director for the annual term.
- F2. Non-statutory stock option fully vested on issuance and granted as consideration for the reporting person's services as a Director for the annual term.
Key Figures
Unrestricted common stock grant: 3,868 shares
Stock option shares: 7,947 shares
Option exercise price: $32.32 per share
+4 more
7 metrics
Unrestricted common stock grant
3,868 shares
Shares of unrestricted PEGA common stock granted for annual director service
Stock option shares
7,947 shares
Non-statutory stock option covering PEGA common stock, fully vested on issuance
Option exercise price
$32.32 per share
Exercise price of non-statutory stock option granted on 2026-08-15
Option expiration
2036-08-15
Expiration date of the non-statutory stock option award
Indirect holdings – Patricia Jones Cornerstone Trust
171,168 shares
Indirect PEGA common stock position reported through this trust
Indirect holdings – Richard H. Jones Revocable Trust
759,746 shares
Indirect PEGA common stock position reported through this revocable trust
Indirect holdings – Patricia Jones Revocable Trust
28,678 shares
Indirect PEGA common stock position reported through this revocable trust
Key Terms
Non-statutory stock option, unrestricted common stock, Revocable Trust, exercise price
4 terms
Non-statutory stock option financial
"Non-statutory stock option fully vested on issuance and granted as consideration"
A non-statutory stock option is a company-granted right that lets a person buy shares later at a set price but does not receive special tax-favored treatment under tax law. It matters to investors because when the option is used the holder usually pays ordinary income tax on the gain and the company records compensation cost and issues new shares, which can reduce existing owners’ percentage ownership—think of it like a coupon to buy stock that creates a taxable event and some dilution.
unrestricted common stock financial
"Represents shares of unrestricted common stock received as consideration"
Revocable Trust financial
"Richard H. Jones Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
exercise price financial
"conversion_or_exercise_price": "32.3200""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
What equity awards did PEGA director Richard H. Jones receive on August 15, 2026?
Richard H. Jones received 3,868 shares of unrestricted common stock and a fully vested stock option for 7,947 shares of PEGA common stock as consideration for his annual term of service as a director.
What is the exercise price and expiration date of Richard H. Jones’s new PEGA stock options?
The non-statutory stock option covers 7,947 shares of PEGA common stock at an exercise price of $32.32 per share and expires on August 15, 2036, according to the Form 4 disclosure footnote.
Are Richard H. Jones’s newly granted PEGA stock options immediately vested?
Yes. The filing states the non-statutory stock option is fully vested on issuance and was granted as consideration for Richard H. Jones’s services as a PEGA director for the annual term, meaning no additional vesting schedule applies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
