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 executive John Gerard Higgins, Chief, Client & Partner Success, exercised 2,278 restricted stock units into common stock and had 1,272 shares withheld to cover taxes at $47.24 per share. After these compensation-related transactions, he holds 52,803 common shares and 9,114 restricted stock units directly.
Pegasystems SVP and Chief Accounting Officer Efstathios A. Kouninis reported routine equity compensation activity. On March 7, 2026, he exercised 332 restricted stock units, receiving an equal number of common shares at a stated price of $0.00 per share as part of a vesting award.
To cover tax obligations, 81 common shares were withheld at $47.24 per share, leaving a net addition of 251 shares. Following these transactions, Kouninis directly held 4,365 shares of Pegasystems common stock. The restricted stock unit award vests over a four-year schedule with quarterly installments.
Pegasystems COO and CFO Kenneth Stillwell reported routine equity compensation activity. He exercised restricted stock units to acquire 5,220 shares of common stock, reflecting RSU vesting where each unit converts into one share after vesting.
To cover tax obligations from this vesting, 2,055 shares of common stock were withheld at a price of $47.24 per share. This tax-withholding disposition was not an open-market sale. After these transactions, Stillwell directly owned 153,123 common shares. The filing also shows 1,908 common shares held indirectly for his children.
Pegasystems Inc. executive Leon Trefler reported routine equity compensation activity. On March 7, 2026 he exercised 2,658 restricted stock units, receiving the same number of common shares. Of these, 648 shares were withheld at $47.24 per share to cover tax obligations, leaving him with 125,072 common shares held directly after the transactions.
Each restricted stock unit converts into one share of common stock after vesting. This award vested 25% on its initial exercisable date, with the remaining 75% scheduled to vest in equal quarterly installments over three years.
PEGA Form 144 notice reports insider sales of Common stock by Kenneth Stillwell. The filing lists sales of 1,000 shares on 03/02/2026 ($43,370.00), 1,000 shares on 02/02/2026 ($43,690.00), and 4,000 shares on 01/02/2026 ($239,960.00).
The filing also lists Common shares linked to option exercises under a registered plan on 07/28/2025 (33,012 shares) and 02/12/2026 (10,988 shares), with cash exercises noted.
Pegasystems executive Leon Trefler, Chief of Clients and Markets, exercised 2,202 restricted stock units into common shares on March 5, 2026. After this, he held 123,062 shares of common stock and 17,608 restricted stock units. 537 shares were surrendered to cover taxes, not sold in an open-market trade.
PEGASYSTEMS INC COO and CFO Kenneth Stillwell reported equity award activity on common stock. On March 5, 2026, he exercised 4,402 restricted stock units, receiving an equal number of common shares at $0.00 per share. To cover taxes, 1,733 common shares were disposed of at $47.05 per share through a tax-withholding transaction, rather than an open-market sale.
After these movements, Stillwell directly owned 149,958 common shares and 35,218 restricted stock units. An additional 1,908 common shares were held indirectly for the reporting person’s children.
Pegasystems Inc.'s SVP and Chief Accounting Officer, Efstathios A. Kouninis, reported equity award activity involving restricted stock units and common shares. On March 5, 2026, he exercised 440 restricted stock units, which converted into 440 shares of common stock at a stated price of $0.00 per share.
In connection with this vesting, 108 shares of common stock were disposed of at $47.05 per share to cover tax withholding obligations, a non–open-market transaction coded as a tax-withholding disposition. Following these transactions, he directly owned 4,114 shares of Pegasystems common stock.
PEGASYSTEMS INC executive John Gerard Higgins reported equity award activity involving restricted stock units and common shares. On March 5, 2026, he acquired 2,202 restricted stock units through an exercise or conversion, which correspond to 2,202 common shares at $0.00 per share.
Following this, he disposed of 1,229 common shares at $47.05 per share to cover tax obligations associated with the award vesting. After these transactions, his direct common stock holdings were 51,797 shares, and direct restricted stock unit holdings were 17,608 units.