0001013857-24-000287.txt : 20241227 0001013857-24-000287.hdr.sgml : 20241227 20241227165821 ACCESSION NUMBER: 0001013857-24-000287 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20241224 FILED AS OF DATE: 20241227 DATE AS OF CHANGE: 20241227 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: TREFLER ALAN CENTRAL INDEX KEY: 0001032235 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11859 FILM NUMBER: 241586192 MAIL ADDRESS: STREET 1: C/O PEGASYSTEMS INC STREET 2: 101 MAIN STREET CITY: CAMBRIDGE STATE: MA ZIP: 02142 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: PEGASYSTEMS INC CENTRAL INDEX KEY: 0001013857 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER PROCESSING & DATA PREPARATION [7374] ORGANIZATION NAME: 06 Technology IRS NUMBER: 042787865 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: ONE MAIN STREET CITY: CAMBRIDGE STATE: MA ZIP: 02142-1531 BUSINESS PHONE: 6173749600 MAIL ADDRESS: STREET 1: ONE MAIN STREET CITY: CAMBRIDGE STATE: MA ZIP: 02142-1531 4 1 wk-form4_1735336695.xml FORM 4 X0508 4 2024-12-24 0 0001013857 PEGASYSTEMS INC PEGA 0001032235 TREFLER ALAN C/O PEGASYSTEMS INC. ONE MAIN STREET CAMBRIDGE MA 02142 1 1 1 0 C.E.O. & Chairman 0 Common stock 1605503 I Alan N. Trefler Irrevocable Non-GST Trust of 2022 Common stock 5067271 I Alan N. Trefler Grantor Retained Annuity Trust I of 2023 Common stock 2190736 I Alan N. Trefler Grantor Retained Annuity Trust II of 2023 Common stock 7500000 I Alan N. Trefler Grantor Retained Annuity Trust I of 2024 Common stock 6000000 I Alan N. Trefler Grantor Retained Annuity Trust II of 2024 Common stock 2024-12-24 4 G 0 25100 0 D 17340286 D Gifts made to family members and to charitable organizations, including the Trefler Foundation. Mr. Trefler is a Trustee of the Trefler Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Foundation. He retains voting and dispositive control over such shares. Does not include shares of common stock subject to unvested restricted stock units and/or options awards. /s/ Ewelina Kemp, Attorney-in-Fact for Alan Trefler 2024-12-27