PEGASYSTEMS INC (PEGA) SEC Filings, Sep 9-19, 2025

Alan N. Trefler, CEO and Chairman of Pegasystems Inc. (PEGA), reported multiple internal transfers and routine open-market sales of common stock. The Form 4 shows transfers among several Trefler family trusts and trust formations, including the creation of The Trefler 2025 Trust and movements into an Irrevocable Non-GST Trust of 2022. On 09/16/2025 Mr. Trefler sold 42,672 shares at a weighted average price of $57.79–$58.78 and 2,328 shares at $58.79–$59.25 under a pre-arranged Rule 10b5-1 trading plan. Following the transactions, total reported beneficial ownership remains large (about 45.07 million shares). The filings reflect estate and trust reorganization plus planned, pre-arranged sales rather than opportunistic trading.

Efstathios A. Kouninis, SVP of Finance & CAO of Pegasystems Inc. (PEGA), reported insider transactions dated 09/15/2025. The filing shows an acquisition of 4,720 common shares at $16.95 through exercise of options, and two dispositions on the same date: 2,176 shares disposed under code F at $59 and 2,544 shares sold under code S at $59. After these transactions the reported beneficial ownership of common stock reached 0 shares for the last line, while 11,800 derivative securities (options) are reported as beneficially owned following the transactions. The form notes all amounts were restated for a 2-for-1 forward stock split effective June 20, 2025, and option vesting began February 2, 2023 with quarterly vesting over four years.

Form 144 filed for Pegasystems, Inc. (PEGA) shows an authorized notice to sell 270,000 shares of common stock through Goldman Sachs & Co. LLC, with an aggregate market value reported at $15,670,800 and approximately 171,080,665 shares outstanding. The shares to be sold are identified as Founders Shares acquired on 03/01/1983, with no cash payment recorded at acquisition. The proposed sale date is 09/16/2025. The filing also documents multiple insider sales by the same person during June–August 2025 totaling 243,000 shares and gross proceeds of approximately $16.26 million. The filer certifies no undisclosed material adverse information and includes standard Rule 144 disclosures.

Form 144 notice for Pegasystems, Inc. (PEGA) shows a proposed sale of 2,544 common shares by an insider through Morgan Stanley Smith Barney, with an aggregate market value of $150,096.00 and an approximate sale date of 09/15/2025 on NASDAQ. The securities were acquired on 09/15/2025 by exercising options under a registered plan and payment was in cash. The filing lists four prior small sales by the same person between 07/28/2025 and 09/11/2025 totaling 1,401 shares. The filer represents there is no undisclosed material adverse information.

Pegasystems director Larry Weber reported a sale of company stock. The Form 4 shows a transaction on 09/10/2025 where 2,636 shares were sold at $56.98 each, leaving Mr. Weber with 10,632 shares beneficially owned. The form was signed by an attorney-in-fact on 09/11/2025. No derivative transactions or additional remarks were disclosed.

Pegasystems Inc. Form 144 shows a proposed sale of 252 shares of common stock, with an aggregate market value of $14,490.00, against 171,080,665 shares outstanding. The approximate sale date is 09/11/2025 on NASDAQ. The securities were acquired on 09/07/2025 by restricted stock vesting under a registered plan, and payment is listed as Not Applicable. The filer also reported three recent sales by the same person in the past three months: 332 shares on 09/08/2025 for $19,132.06, 235 shares on 09/05/2025 for $12,925.00, and 582 shares on 07/28/2025 for $34,966.30. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.

Form 144 notice for Pegasystems Inc (PEGA) reports a proposed sale of 2,636 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $150,186.10. The shares were acquired on 08/15/2024 as restricted stock vesting under a registered plan and the filing lists the approximate sale date as 09/10/2025. The filing states there were 171,080,665 shares outstanding, so the offered block represents roughly 0.0015% of outstanding shares. No securities were reported sold by the holder in the past three months. The notice includes the standard attestation that the seller is unaware of undisclosed material adverse information.

Pegasystems Inc. (PEGA) insider activity by SVP of Finance & CAO Efstathios A. Kouninis shows routine equity compensation vesting and open-market sales. The filing reports restricted stock unit awards of 440 and 334 RSUs acquired through compensation on 09/05/2025 and 09/07/2025 respectively, each converting to one share on vesting. The report also records multiple disposals of common stock executed between 09/05/2025 and 09/08/2025 at prices from $53.81 to $57.62. Following the derivative transactions the filing shows 4,402 and 1,994 derivative securities beneficially owned in the two reported awards. Transactions appear to be standard compensation vesting and subsequent sales; no new loans, pledges, or unusual items are disclosed.

John Gerard Higgins, Chief, Client & Partner Success at Pegasystems Inc. (PEGA), reported multiple transactions on 09/05/2025 and 09/07/2025. The Form 4 shows two restricted stock unit award entries (2,200 and 2,278 RSUs) that represent rights to receive one share per unit upon vesting, with specified exercisable and expiration dates and staggered vesting: 25% vested on the Date Exercisable and the remainder vesting quarterly over three years. The filing also reports two dispositions of common stock (1,228 shares at $53.81 and 1,272 shares at $55.51). Following the reported transactions the filing shows beneficial ownership totals changing between 41,140 and 42,146 shares in different lines. The form is signed by an attorney-in-fact on 09/09/2025.