Welcome to our dedicated page for Pegasystems SEC filings (Ticker: PEGA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Pegasystems Inc. filings document regulatory disclosures for a Massachusetts software company whose business centers on AI-powered enterprise transformation, workflow automation, customer engagement, and legacy-system modernization. Current 8-K reports record quarterly and annual financial results, Pega Cloud and Annual Contract Value metrics, share repurchase authorization updates, exit and disposal activity costs, and litigation-related events.
Proxy materials disclose board matters, executive compensation, equity awards, pay-versus-performance data, and shareholder voting items. Other current reports describe executive incentive compensation plans and governance actions tied to the company's operating and capital-allocation framework.
Pegasystems Inc. executive John Gerard Higgins reported multiple stock transactions involving restricted stock units and common shares on 2026-03-01. He exercised several batches of restricted stock units at $0.00 per unit, converting them into directly held common stock.
Following these derivative exercises, his direct common stock holdings were reported at 47,729 shares in one entry. In a separate transaction coded "F," 1,397 common shares at $43.73 per share were withheld to cover tax obligations related to the equity awards, leaving 46,332 common shares directly owned.
Footnotes explain that each restricted stock unit converts into one share of common stock after vesting, with some awards vesting 20% initially and the remaining 80% in equal quarterly installments over four years, and others vesting 5% initially with the remaining 95% vesting quarterly over five years.
Pegasystems Inc. SVP and Chief Accounting Officer Efstathios A. Kouninis reported routine equity compensation transactions. On March 1, 2026 and March 2, 2026, he exercised restricted stock units into common stock at $0.00 per share and had shares withheld to cover taxes at $43.73 per share. After these transactions, he directly held 1,250 shares of Pegasystems common stock. Each restricted stock unit represents the right to receive one share of common stock after vesting, with 20% vesting initially and the remaining 80% in equal quarterly installments over four years.
Pegasystems Inc. COO and CFO Kenneth Stillwell reported multiple equity transactions involving company stock. On March 1, 2026 and March 2, 2026, he acquired a total of 3,502 shares of common stock through the exercise or conversion of restricted stock units at $0.00 per share. On those same dates, 854 shares were disposed of to cover tax obligations at prices of $43.73 per share, and 1,000 shares were sold in an open-market transaction at $43.37 per share under a pre-arranged Rule 10b5-1 trading plan adopted on August 12, 2025. Following these transactions, he directly held 134,516 shares of common stock, with an additional 1,908 shares held indirectly for his children.
Leon Trefler, Chief of Clients and Markets at Pegasystems Inc., reported routine equity transactions tied to restricted stock units. On March 1 and 2, he exercised RSUs into a total of 1,558 shares of common stock at a price of $0.00 per share.
To cover tax obligations on these vestings, he disposed of 380 shares of common stock through tax-withholding transactions at $43.73 per share. After these transactions, his directly held common stock position was 116,509 shares.
Pegasystems CEO and Chairman Alan Trefler reported routine equity compensation activity. On March 2, 2026, he exercised 2,498 restricted stock units, converting them into the same number of common shares at a stated price of $0.00 per share.
To cover associated tax obligations, 814 common shares were disposed of at $43.73 per share through a tax-withholding transaction, leaving him with 44,321,466 common shares held directly. Additional common shares are held indirectly through several trusts and a foundation, reflecting broader estate and charitable planning structures rather than new market purchases or sales.
PEGA reported Form 144 notices showing planned or completed sales of common stock by Kenneth Stillwell Jr. and Kenneth Stillwell under 10b5-1 and other dispositions. The excerpt lists a $43,690.00 sale for 02/02/2026 (1,000 shares), $239,960.00 for 01/02/2026 (4,000 shares), and $833,601.50 for 12/05/2025 (14,405 shares).
Rifat Kerim Akgonul filed a Rule 144 notice to sell 7,000 common shares of the company through Morgan Stanley Smith Barney LLC. The filing lists the sale method as cash and notes the shares arose from the exercise of options under a registered plan on 10/24/2025.
The filing also discloses prior sales of 7,000 shares on 02/13/2026 and 4,000 shares on 12/08/2025 as reported in the "securities sold during the past 3 months" section.
Pegasystems Inc. CEO and Chairman Alan Trefler reported open‑market sales of company common stock. On February 17 and 18, 2026, he sold a total of 29,672 shares at prices around $45 per share in open‑market transactions.
The sales were made under a pre‑arranged Rule 10b5‑1 trading plan adopted on November 11, 2025. After these transactions, Trefler directly holds 44,319,782 common shares and also reports additional indirect holdings through several named trusts.
A person associated with PEGA has filed a Form 144 notice to sell 500,000 shares of common stock through Goldman Sachs & Co. LLC, with an indicated aggregate market value of $22,250,000. The planned sale is scheduled to begin around February 17, 2026 on the NASD market.
The shares were originally acquired as founder shares from the issuer on March 1, 1983. The notice also lists the seller, Alan Trefler, as having sold 45,000 shares on each of four separate dates during the past three months, indicating an ongoing selling program.
Pegasystems' COO and CFO Kenneth Stillwell reported equity transactions involving company stock. On February 12, 2026, he exercised stock options covering 25,920 shares of common stock at an exercise price of $16.95 per share, increasing his direct common stock holdings to 147,800 shares.
On the same date, 14,932 common shares were disposed of at $39.29 per share in a tax-withholding transaction related to the option exercise, leaving him with 132,868 directly held common shares. He also directly holds 77,760 stock options and has 1,908 common shares reported as indirectly owned through his children.