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Pegasystems Inc SEC Filings

PEGA NASDAQ

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.

Struggling to decode how Pegasystems recognizes cloud subscription revenue or why its backlog swings each quarter? Pegasystems� filings can run hundreds of pages, packed with contract liabilities, R&D capitalization notes, and multi-year license schedules. If you have ever searched for “Pegasystems insider trading Form 4 transactions� or needed the latest “Pegasystems quarterly earnings report 10-Q filing,� you know the challenge.

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Beyond headlines, we connect each filing to what drives Pegasystems� business: subscription mix, large-deal concentration, and cost of cloud migration. Use AI to unpack segment performance in each “Pegasystems earnings report filing analysis,� monitor “Pegasystems executive stock transactions Form 4,� or dive into the “Pegasystems proxy statement executive compensation� tables without scrolling through appendices. With comprehensive coverage of every form�10-Q, 10-K, 8-K, S-8, and Schedule 13G—plus expert commentary, Stock Titan keeps analysts, portfolio managers, and corporate competitors a step ahead when understanding Pegasystems SEC documents with AI.

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CryoPort, Inc. (CYRX) filed a Form 144 disclosing a proposed sale of 40,728 common shares—valued at $273,284.88—through Morgan Stanley Smith Barney on or about 22 Jul 2025. The shares were obtained the same day via a cash exercise of stock options.

The insider has already completed five open-market sales during the past three months, disposing of 29,655 shares for total proceeds of $167,467.67. Including the new notice, cumulative planned and completed sales reach 70,383 shares. CryoPort reports 50,137,218 shares outstanding, so the new sale equals roughly 0.08 % of shares outstanding.

Form 144 serves only as advance notice; the transaction may or may not occur depending on market conditions and the filer’s 10b5-1 plan. The filing contains no operating, earnings, or guidance information.

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Beyond, Inc. (BYON) � Form 4 insider transaction

President & CFO Adrianne Lee sold 2,200 shares of Beyond common stock on 07/21/2025 at $10.00 per share (transaction code “S�). The disposition was completed under a pre-arranged Rule 10b5-1 trading plan adopted on 11/11/2024.

After the sale, Lee directly owns 60,434 BYON shares. The total reflects 454 shares that were previously misreported as tax-withheld on a Form 4 filed 01/23/2025.

No derivative securities were acquired or disposed of. The filing was signed by attorney-in-fact Christina Wheeler on 07/22/2025.

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GrowGeneration Corp. (GRWG) filed an 8-K to announce a change in its independent registered public accounting firm.

Dismissal of Grant Thornton LLP: On 10 July 2025, the Audit Committee dismissed Grant Thornton. The firm’s audit opinions for FY 2023 and FY 2024 were unqualified with respect to the financial statements, but both opinions identified material weaknesses in internal control over financial reporting. No disagreements on accounting matters or audit scope were reported.

Engagement of BDO USA, LLP: Effective the same date, BDO was appointed as the new auditor for FY 2025. Management confirms that, during the past two fiscal years and through the appointment date, neither the Company nor its representatives consulted BDO on accounting matters, potential audit opinions, or issues defined as disagreements or reportable events.

Regulatory filings: A letter from Grant Thornton, confirming its agreement with the Company’s disclosure, is filed as Exhibit 16.1. The change was duly approved by the Audit Committee, and standard XBRL cover-page data is included as Exhibit 104.

Implications for investors: While the absence of disagreements reduces immediate financial statement risk, the prior identification of ineffective internal controls remains a concern until remediated. Investors will monitor BDO’s first audit to assess progress on control improvements and the consistency of future opinions.

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Form 4 highlights: Director Robert I. Kauffman disclosed three sales of Hagerty, Inc. (HGTY) Class A common stock executed under a Rule 10b5-1 trading plan adopted on 9 Aug 2024.

  • 7 Jul 2025: 98,766 shares sold at a weighted-average price of $10.07
  • 8 Jul 2025: 41,239 shares sold at a weighted-average price of $10.10
  • 9 Jul 2025: 9,970 shares sold at a weighted-average price of $9.94

The aggregate disposition totals 149,975 shares, equivalent to roughly 4 % of the 3.65 million shares previously held indirectly through Aldel LLC, an entity managed by Kauffman.

Post-trade ownership:

  • Indirect: 3,499,281 shares (Aldel LLC)
  • Direct: 67,302 shares

After the transactions, Kauffman continues to control approximately 3.57 million shares, preserving a substantial economic stake and voting influence. Because sales were made under a pre-arranged plan, the filing signals adherence to compliance best practices, though any insider sale may prompt investor scrutiny.

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Form 4/A highlights the amended insider transactions of Pegasystems Inc. (PEGA) founder, CEO, Chairman and 10% owner Alan N. Trefler.

  • Transaction dates: 16-17 Apr 2025
  • Shares sold: five open-market sales totaling 63,000 common shares.
  • Price range: weighted-average prices between $67.35 and $69.95 (individual price bands disclosed in the footnotes).
  • Proceeds: exact cash proceeds are not stated, but the price band implies roughly US$4.3-4.4 million.
  • 10b5-1 plan: all sales executed under a pre-arranged Rule 10b5-1 trading plan adopted 6 Nov 2024.
  • Amendment reason: original Form 4 (filed 21 Apr 2025) overstated one sale by 54 shares, which in turn under-reported Mr. Trefler’s direct ownership; this filing corrects both figures.
  • Post-sale ownership: 17,153,114 shares held directly. Indirect holdings via family trusts total 1,605,503 + 5,067,271 + 2,190,736 + 7,500,000 + 6,000,000 shares, leaving Mr. Trefler with voting/control over more than 39 million shares overall.

No derivative securities were involved. The filing is routine but may draw attention because it reflects insider selling and a prior reporting error, although the sale represents a small fraction of the insider’s overall stake.

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On July 1, 2025, Pegasystems Inc. (NASDAQ: PEGA) Chief Operating Officer and Chief Financial Officer Kenneth Stillwell reported the sale of 4,000 common shares on SEC Form 4.

  • 3,000 shares sold at a weighted-average price of $52.31 (range $51.88-$52.67).
  • 1,000 shares sold at a weighted-average price of $53.64 (range $53.05-$53.94).

The transactions were executed under a Rule 10b5-1 pre-arranged trading plan adopted on August 29, 2024, limiting discretionary timing and reducing potential insider-trading concerns.

Following the sales—and after accounting for the 2-for-1 stock split effective June 20, 2025 and purchases through the employee stock purchase plan—Stillwell directly owns 49,350 shares. No derivative securities were acquired or disposed of, and no additional insider transactions were disclosed in this filing.

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Pegasystems Inc. (PEGA) has filed a Form 144 indicating an intended insider sale of 4,000 common shares through Morgan Stanley Smith Barney on or about 01 July 2025. The estimated aggregate market value of the planned sale is $216,520, implying an indicative share price of roughly $54.13. The sale represents an immaterial 0.0047 % of the company’s 85.1 million shares outstanding.

The filer is Kenneth Stillwell (and related entities), a senior executive of Pegasystems. Over the past three months, the same insider (or related accounts) has already completed three sales totaling 21,713 shares for combined gross proceeds of about $1.96 million (17,713 shares on 25 Apr 2025; 2,000 shares each on 01 May 2025 and 02 Jun 2025). The filing states the shares to be sold were acquired on 01 Mar 2024 as restricted stock units.

Because a Form 144 is only a notice of proposed sale, the transaction may be executed under an existing Rule 10b5-1 trading plan. While the share count is negligible relative to float, consecutive insider disposals by a key executive can be interpreted as a modest negative sentiment signal. There is no indication of new financing, dilution, or operational changes within this filing.

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Pegasystems Inc. (PEGA) â€� Form 4 insider trading filing

CEO, Chairman and 10%+ shareholder Alan N. Trefler disclosed two open-market sales of the company’s common stock executed on 18 June 2025 under a pre-arranged Rule 10b5-1 trading plan adopted on 6 Nov 2024.

  • 27,016 shares sold at a weighted-average price of $100.76.
  • 4,484 shares sold at a weighted-average price of $101.22.

Total disposition: 31,500 shares, generating approximately $3.2 million in gross proceeds (based on the weighted-average prices disclosed).

Following the transactions, Trefler’s direct ownership decreased to 17,027,892 shares. He also continues to hold substantial indirect stakes through five separate trusts, ranging individually from 1.6 million to 7.5 million shares.

The filing contains no purchases, option exercises, or derivative transactions. All sales were conducted under the 10b5-1 plan, providing an affirmative defense against insider-trading allegations.

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Pegasystems (NASDAQ: PEGA) has completed its previously announced two-for-one forward stock split, effective June 20, 2025. The stock began trading on a post-split basis on June 23, 2025.

Key details of the corporate action include:

  • Shareholders received one additional share for each share held as of the June 10, 2025 record date
  • The company increased its authorized share count from 200 million to 400 million shares
  • Shareholders approved the required Charter Amendment on June 17, 2025
  • Proportionate adjustments were made to equity incentive plans, including:
    • Number of shares issuable under equity plans
    • Shares underlying outstanding equity awards
    • Exercise prices of outstanding stock options

This corporate action represents a material modification to security holder rights but does not change shareholders' proportional ownership in the company.

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FAQ

What is the current stock price of Pegasystems (PEGA)?

The current stock price of Pegasystems (PEGA) is $58.01 as of July 23, 2025.

What is the market cap of Pegasystems (PEGA)?

The market cap of Pegasystems (PEGA) is approximately 8.6B.

What is Pegasystems Inc's core business?

Pegasystems Inc focuses on delivering adaptive software solutions that integrate customer engagement with business process management. Its platform combines CRM and BPM capabilities to streamline enterprise operations.

How does the Pega Infinity platform enhance business operations?

The Pega Infinity platform is built on a flexible, cloud-native architecture that incorporates advanced AI and robotic process automation. This integration allows enterprises to deploy and customize applications rapidly, aligning with evolving business needs.

Which industries are primarily served by Pegasystems?

Pegasystems primarily serves large, enterprise-level clients in industries such as financial services, insurance, and healthcare. These sectors benefit from solutions that optimize complex workflows and enhance customer engagement.

What role does artificial intelligence play in Pegasystems' solutions?

Artificial intelligence in Pegasystems' solutions enhances decision-making and streamlines automation processes. It drives operational efficiency by analyzing data and adapting processes to optimize performance.

How does Pegasystems differentiate itself from its competitors?

By offering an integrated, customizable platform that unifies CRM and BPM tools, Pegasystems minimizes the need for disparate systems. Its focus on cloud architecture and advanced automation provides a competitive edge in the enterprise software market.

What is the significance of cloud architecture in their software solutions?

Cloud architecture enables scalable and rapid deployment of applications, while ensuring seamless integration with existing legacy systems. This flexibility helps enterprises adapt quickly to technological changes and market demands.

How do Pegasystems' solutions drive operational excellence?

Through a combination of process automation, advanced analytics, and adaptive technology, Pegasystems' solutions streamline complex workflows and reduce manual intervention. This fosters enhanced efficiency and helps organizations achieve consistent operational excellence.
Pegasystems Inc

NASDAQ:PEGA

PEGA Rankings

PEGA Stock Data

8.55B
86.93M
47.06%
51.9%
1.85%
Software - Application
Services-computer Processing & Data Preparation
United States
WALTHAM