Form 4: Pegasystems Director Gifts Shares to Trusts

Pegasystems Director Richard H. Jones reported gifting a total of 3,670 shares of common stock over three days in December 2025.

Summary

• Richard H. Jones, a Director of Pegasystems Inc. (PEGA), reported the disposition of 3,670 shares of common stock through gifts.
• The transactions occurred on December 8, 2025 (2,230 shares), December 9, 2025 (720 shares), and December 10, 2025 (720 shares).
• All shares were disposed of from the Richard H. Jones Revocable Trust at a price of $0 per share, indicating a gift.
• Following these transactions, Richard H. Jones's indirect beneficial ownership through the Richard H. Jones Revocable Trust decreased to 710,446 shares.
• Additional indirect beneficial ownership includes 171,168 shares through the Patricia Jones Cornerstone Trust and 28,678 shares through the Patricia Jones Revocable Trust.
• Richard H. Jones also directly beneficially owns 49,300 shares of common stock.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift transaction, which is a neutral event from a company performance perspective and does not indicate positive or negative sentiment regarding the company's operations or financial health.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction report and does not provide information relevant to broader industry trends or competitive landscape.

Related Party Transactions

• Richard H. Jones, a Director, gifted shares from the Richard H. Jones Revocable Trust to other entities, which are typically considered related parties.

Stakeholder Impact

• Shareholders will note a reduction in indirect beneficial ownership by a director through gifts, which is a personal financial decision and generally has minimal direct impact on company operations or strategy.

Key Dates

Keywords

PEGA, Pegasystems, Form 4, Insider Transaction, Stock Gift, Director, Beneficial Ownership