Pegasystems Inc. (PEGA)
Waltham, MA, US
Pegasystems Inc., founded in 1983 and headquartered in Cambridge, Massachusetts, is a global provider of enterprise software solutions. The company's operations span the United States, the wider Americas, the United Kingdom, other European nations, the Middle East, Africa, and the Asia-Pacific region, encompassing development, marketing, licensing, hosting, and support services. Their product portfolio includes the Pega Platform, designed for application development, and Pega Infinity, an integrated software suite that merges customer engagement capabilities with digital process automation. Pegasystems also offers specialized customer engagement applications such as the Pega Customer Decision Hub, which helps businesses enhance customer acquisition and overall experience across various digital and traditional channels. Other key applications include Pega Sales Automation, which streamlines sales workflows, and Pega Customer Service, engineered to anticipate client needs, facilitate connections between customers and company resources, automate service interactions, and ultimately improve both the customer experience and employee productivity. Further expanding its offerings, Pegasystems provides intelligent automation software and Pega Cloud, an internet-based infrastructure enabling clients to develop, test, and deploy applications, including the Pega Platform itself. Complementing its software, the company offers Pega Academy for comprehensive training (both in-person and online) to its staff, customers, and partners, alongside extensive guidance, implementation, and technical support services. Pegasystems primarily serves a broad spectrum of industries, including financial services, life sciences, healthcare, communications, media, government, insurance, manufacturing, high-tech, and consumer services, leveraging both a direct sales force and strategic partnerships with technology providers and application developers.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.59% | +3.96% | -2.24% | -18.29% | -34.76% | -40.17% | -26.30% | +47.77% | -39.44% | +170.89% | +1,052.58% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 7 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
57.50
+84.1%
|
| Last Year | 9 |
63.33
+102.7%
|
| All Time | 27 |
84.48
+170.4%
|
-
Revenue growth Software - Application: +13.0%+16.6% ★ Q1'26: -9.6% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+287.3% ★ Q1'26: -60.0% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+25.5% ★ Q1'26: +48.0% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+16.2% ★ Q1'26: +9.2% (vs Q1'25)
-
ROIC Software - Application: +7.5%+64.4% ★ Q1'26: +45.3% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+3.1% Q1'26: -5.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×0.25× Q1'26: 0.36× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2003 actual |
Dec 2004 actual |
Dec 2009 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 7 EPS Ana. |
Dec 2027 8 Rev. Ana. 7 EPS Ana. |
Dec 2028 5 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
99.31M
est: 84.14M (+18.0%)
|
96.46M
est: 118.07M (-18.3%)
|
264.01M
est: 173.06M (+52.6%)
|
416.68M
est: 361.47M (+15.3%)
|
461.71M
est: 439.64M (+5.0%)
|
508.95M
est: 414.29M (+22.9%)
|
590.00M
est: 656.74M (-10.2%)
|
682.70M
est: 670.69M (+1.8%)
|
750.27M
est: 783.14M (-4.2%)
|
840.58M
est: 806.71M (+4.2%)
|
891.58M
est: 887.93M (+0.4%)
|
911.38M
est: 925.06M (-1.5%)
|
1.02B
est: 1.03B (-1.3%)
|
1.21B
est: 1.24B (-2.5%)
|
1.32B
est: 1.26B (+4.9%)
|
1.43B
est: 1.49B (-3.9%)
|
1.50B
est: 1.48B (+1.3%)
|
1.75B
est: 1.73B (+0.7%)
|
1.98B
1.94B – 2.00B
+14.2% YoY
|
2.22B
2.11B – 2.26B
+12.0% YoY
|
2.47B
2.45B – 2.48B
+11.3% YoY
|
| EBITDA |
16.17M
est: 19.86M (-18.6%)
|
7.19M
est: 12.40M (-42.0%)
|
44.62M
est: 32.46M (+37.4%)
|
28.38M
est: 27.28M (+4.0%)
|
49.99M
est: 43.26M (+15.6%)
|
81.17M
est: 57.89M (+40.2%)
|
75.57M
est: 70.65M (+7.0%)
|
87.84M
est: 80.80M (+8.7%)
|
77.68M
est: 54.10M (+43.6%)
|
117.89M
est: 37.38M (+215.4%)
|
13.76M
est: -10.79M (+227.5%)
|
-113.24M
est: -207.56M (+45.4%)
|
-84.19M
est: -346.72M (+75.7%)
|
-95.44M
est: -12.12M (-687.3%)
|
-119.29M
est: -635.21M (+81.2%)
|
136.97M
est: 67.40M (+103.2%)
|
184.90M
est: 66.83M (+176.7%)
|
307.82M
est: 78.40M (+292.6%)
|
89.49M
87.68M – 90.40M
+14.2% YoY
|
100.26M
95.27M – 102.08M
+12.0% YoY
|
111.60M
111.02M – 112.18M
+11.3% YoY
|
| EBIT |
14.67M
est: 12.30M (+19.3%)
|
5.77M
est: 5.01M (+15.1%)
|
41.82M
est: 27.10M (+54.3%)
|
10.91M
est: 9.08M (+20.1%)
|
31.43M
est: 23.99M (+31.0%)
|
61.13M
est: 43.88M (+39.3%)
|
52.22M
est: 49.88M (+4.7%)
|
64.75M
est: 63.06M (+2.7%)
|
53.55M
est: 34.43M (+55.5%)
|
93.18M
est: 14.06M (+562.6%)
|
-11.53M
est: -56.01M (+79.4%)
|
-134.63M
est: -273.43M (+50.8%)
|
-105.53M
est: -351.52M (+70.0%)
|
-124.03M
est: -48.92M (-153.6%)
|
-154.01M
est: -549.54M (+72.0%)
|
102.32M
est: 33.83M (+202.5%)
|
149.47M
est: 33.54M (+345.6%)
|
281.91M
est: 39.35M (+616.4%)
|
44.92M
44.01M – 45.37M
+14.2% YoY
|
50.32M
47.82M – 51.23M
+12.0% YoY
|
56.01M
55.72M – 56.31M
+11.3% YoY
|
| Net Income |
17.68M
est: 14.43M (+22.5%)
|
7.55M
est: 7.44M (+1.6%)
|
32.21M
est: 20.31M (+58.6%)
|
10.11M
est: 7.11M (+42.2%)
|
21.87M
est: 16.14M (+35.5%)
|
38.04M
est: 28.64M (+32.8%)
|
33.26M
est: 31.75M (+4.7%)
|
36.32M
est: 35.16M (+3.3%)
|
26.99M
est: 26.42M (+2.1%)
|
32.93M
est: 25.73M (+28.0%)
|
10.62M
est: -6.07M (+274.8%)
|
-90.43M
est: -190.36M (+52.5%)
|
-61.37M
est: -218.41M (+71.9%)
|
-63.04M
est: 10.11M (-723.8%)
|
-345.58M
est: -1.79B (+80.7%)
|
67.81M
est: 278.64M (-75.7%)
|
99.19M
est: 264.21M (-62.5%)
|
393.44M
est: 385.72M (+2.0%)
|
500.66M
497.01M – 504.30M
+29.8% YoY
|
553.53M
445.41M – 661.65M
+10.6% YoY
|
638.71M
526.00M – 751.42M
+15.4% YoY
|
| SGA |
35.63M
est: 31.30M (+13.8%)
|
44.49M
est: 45.90M (-3.1%)
|
92.40M
est: 63.60M (+45.3%)
|
175.66M
est: 198.48M (-11.5%)
|
196.18M
est: 205.81M (-4.7%)
|
210.69M
est: 161.02M (+30.8%)
|
244.10M
est: 263.03M (-7.2%)
|
278.13M
est: 267.84M (+3.8%)
|
323.88M
est: 299.45M (+8.2%)
|
352.73M
est: 351.01M (+0.5%)
|
425.14M
est: 616.56M (-31.0%)
|
531.03M
est: 488.79M (+8.6%)
|
613.15M
est: 544.83M (+12.5%)
|
709.39M
est: 648.06M (+9.5%)
|
742.52M
est: 663.72M (+11.9%)
|
655.92M
est: 731.96M (-10.4%)
|
647.63M
est: 725.76M (-10.8%)
|
727.36M
est: 851.39M (-14.6%)
|
971.88M
952.24M – 981.69M
+14.2% YoY
|
1.09B
1.03B – 1.11B
+12.0% YoY
|
1.21B
1.21B – 1.22B
+11.3% YoY
|
| EPS |
0.12
est: 0.18 (-33.3%)
|
0.11
est: 0.11 (-4.5%)
|
0.22
est: 0.18 (+23.6%)
|
0.07
est: 0.33 (-79.5%)
|
0.15
est: 0.38 (-61.8%)
|
0.25
est: 0.39 (-35.9%)
|
0.22
est: 0.80 (-72.5%)
|
0.24
est: 0.79 (-70.2%)
|
0.18
est: 0.47 (-62.9%)
|
0.64
est: 0.36 (+75.6%)
|
0.07
est: 0.30 (-77.5%)
|
-0.57
est: -0.13 (-347.1%)
|
-0.38
est: -0.17 (-119.1%)
|
-0.39
est: 0.11 (-447.6%)
|
-2.11
est: 0.00 (-106,183.5%)
|
0.41
est: 1.54 (-73.4%)
|
0.58
est: 1.42 (-59.2%)
|
2.30
est: 2.08 (+10.7%)
|
2.72
2.69 – 2.73
+30.9% YoY
|
3.08
2.41 – 3.58
+13.3% YoY
|
3.44
2.85 – 4.07
+11.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Rosenblatt | Buy | Buy | Maintain |
| 2026-04-20 | Rosenblatt | Buy | Buy | Maintain |
| 2026-04-17 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (2) | 39.94M | 51.13% | 39.84M | 98.0K | 39.84M | 98.0K | IN | United States | 2018-02-13 | ↗ |
| 2 | 2. | 39.87M | 50.09% | 39.80M | 67.0K | 39.80M | 67.0K | IN | UnitedStates | 2020-02-13 | ↗ |
| 3 | Christian Leone | 5.51M | 6.74% | — | 5.51M | — | 5.51M | IN | — | 2022-02-14 | ↗ |
| 4 | LCG Holdings, LLC | 5.51M | 6.74% | — | 5.51M | — | 5.51M | OO | — | 2022-02-14 | ↗ |
| 5 | Luxor Capital Group, LP | 5.51M | 6.74% | — | 5.51M | — | 5.51M | PN | — | 2022-02-14 | ↗ |
| 6 | Luxor Management, LLC | 5.51M | 6.74% | — | 5.51M | — | 5.51M | OO | — | 2022-02-14 | ↗ |
| 7 | 74-2961140 | 4.90M | 6.00% | — | 4.90M | — | 4.90M | IA | TEXAS | 2022-02-15 | ↗ |
| 8 | Brian Bares | 4.90M | 6.00% | — | 4.90M | — | 4.90M | IA, IN | USA | 2022-02-15 | ↗ |
| 9 | Baron Capital Group, Inc.042787865 | 3.10M | 4.06% | — | 2.78M | — | 3.10M | HC, CO | New York | 2015-02-17 | ↗ |
| 10 | Ronald Baron042787865 | 3.10M | 4.06% | — | 2.79M | — | 3.10M | HC, IN | New York | 2015-02-17 | ↗ |
| 11 | BAMCO INC /NY/042787865 | 3.00M | 3.93% | — | 2.68M | — | 3.00M | IA, CO | New York | 2015-02-17 | ↗ |
| 12 | Luxor Capital Partners, LP | 2.39M | 2.93% | — | 2.39M | — | 2.39M | PN | — | 2022-02-14 | ↗ |
| 13 | Luxor Capital Partners Offshore Master Fund, LP | 1.55M | 1.89% | — | 1.55M | — | 1.55M | PN | — | 2022-02-14 | ↗ |
| 14 | Luxor Capital Partners Offshore, Ltd. | 1.55M | 1.89% | — | 1.55M | — | 1.55M | CO | — | 2022-02-14 | ↗ |
| 15 | Luxor Cardinal, LP | 526.3K | 1.00% | — | 526.3K | — | 526.3K | PN | — | 2022-02-14 | ↗ |
| 16 | Luxor Wavefront, LP | 517.4K | 1.00% | — | 517.4K | — | 517.4K | PN | — | 2022-02-14 | ↗ |
| 17 | Qena Capital Partners Offshore Master Fund, LP | 293.5K | 1.00% | — | 293.5K | — | 293.5K | PN | — | 2022-02-14 | ↗ |
| 18 | Luxor Capital Partners Long, LP | 111.5K | 1.00% | — | 111.5K | — | 111.5K | PN | — | 2022-02-14 | ↗ |
| 19 | Baron Capital Management, Inc.042787865 | 96.2K | 0.13% | — | 96.2K | — | 96.2K | IA, CO | New York | 2015-02-17 | ↗ |
| 20 | Luxor Gibraltar, LP – Series I | 81.6K | 1.00% | — | 81.6K | — | 81.6K | PN | — | 2022-02-14 | ↗ |
| 21 | Luxor Capital Partners Long Offshore Master Fund, LP | 36.5K | 1.00% | — | 36.5K | — | 36.5K | PN | — | 2022-02-14 | ↗ |
| 22 | Luxor Capital Partners Long Offshore, Ltd. | 36.5K | 1.00% | — | 36.5K | — | 36.5K | CO | — | 2022-02-14 | ↗ |
| 23 | 95-1411037 | 13.00 | 5.20% | 4.37M | — | 4.37M | — | IA | Delaware | 2024-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 121.2K +121.2K (+100.0%) | 7.24B +7.2B (+100.0%) | 0.07% +0.071 pp | 0.01% +0.011 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 10.96M -312.7K (-2.8%) | 654.51M +6.4M (+1.0%) | 6.45% -0.154 pp | 0.01% 0.000 pp | USD49.60 +20.4% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 8.98M -51.0K (-0.6%) | 536.17M +17.0M (+3.3%) | 5.28% -0.006 pp | 0.01% +0.000 pp | USD59.75 -0.1% | 6 qtrs — |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.93M -59.1K (-1.2%) | 294.31M +7.5M (+2.6%) | 2.89% -0.031 pp | 0.09% +0.006 pp | USD61.47 -2.8% | 4 qtrs — |
| 5 | INVESCO LTD. | 3.13M +402.8K (+14.8%) | 186.79M +30.1M (+19.2%) | 1.84% +0.244 pp | 0.03% +0.004 pp | USD73.98 -19.3% | 56 qtrs — |
| 6 | AQR CAPITAL MANAGEMENT LLC | 2.80M -591.3K (-17.4%) | 167.25M -27.8M (-14.2%) | 1.65% -0.339 pp | 0.09% -0.037 pp | USD56.71 +5.3% | 51 qtrs — |
| 7 | STATE STREET CORP | 2.75M -16.5K (-0.6%) | 164.45M +5.2M (+3.2%) | 1.62% -0.002 pp | 0.01% +0.000 pp | USD52.45 +13.9% | 51 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 2.72M +599.8K (+28.3%) | 162.56M +40.5M (+33.2%) | 1.60% +0.359 pp | 0.03% +0.007 pp | USD66.70 -10.5% | 57 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.53M +61.3K (+2.5%) | 151.09M +9.1M (+6.4%) | 1.48% +0.036 pp | 0.03% +0.001 pp | USD61.29 -2.6% | 8 qtrs — |
| 10 | NORTH PEAK CAPITAL MANAGEMENT, LLC | 2.40M +53.6K (+2.3%) | 143.33M +8.4M (+6.2%) | 1.41% +0.038 pp | 12.18% +0.359 pp | USD56.07 +6.5% | 3 qtrs — |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.39M +124.1K (+5.5%) | 143.03M +12.5M (+9.5%) | 1.41% +0.079 pp | 0.21% +0.005 pp | USD56.87 +5.0% | 7 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.34M +492.8K (+26.6%) | 140.02M +33.5M (+31.5%) | 1.38% +0.295 pp | 0.01% +0.002 pp | USD54.83 +8.9% | 78 qtrs — |
| 13 | UBS GROUP AG | 1.85M +14.6K (+0.8%) | 110.35M +4.9M (+4.7%) | 1.09% +0.014 pp | 0.02% +0.001 pp | USD59.19 +0.9% | 45 qtrs — |
| 14 | CAPITAL RESEARCH GLOBAL INVESTORS | 1.80M -721.4K (-28.7%) | 107.27M -37.5M (-25.9%) | 1.05% -0.423 pp | 0.02% -0.007 pp | USD59.56 +0.3% | 27 qtrs — |
| 15 | AMERICAN CENTURY COMPANIES INC | 1.78M +195.3K (+12.3%) | 106.43M +15.2M (+16.6%) | 1.05% +0.119 pp | 0.05% +0.007 pp | USD58.07 +2.8% | 8 qtrs — |
| 16 | THRIVENT FINANCIAL FOR LUTHERANS | 1.71M -213.8K (-11.1%) | 102.30M -8.5M (-7.7%) | 1.00% -0.124 pp | 0.18% -0.037 pp | USD71.15 -16.1% | 5 qtrs — |
| 17 | HOOD RIVER CAPITAL MANAGEMENT LLC | 1.59M +10.0K (+0.6%) | 94.86M +4.1M (+4.5%) | 0.93% +0.010 pp | 1.04% -0.032 pp | USD57.51 +3.8% | 2 qtrs — |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.52M -794.4K (-34.3%) | 91.03M -42.3M (-31.7%) | 0.90% -0.461 pp | 0.35% -0.178 pp | USD60.02 -0.5% | 4 qtrs — |
| 19 | FIRST TRUST ADVISORS LP | 1.42M +306.8K (+27.6%) | 84.72M +20.8M (+32.5%) | 0.83% +0.184 pp | 0.06% +0.014 pp | USD59.71 +0.0% | 39 qtrs — |
| 20 | TEACHER RETIREMENT SYSTEM OF TEXAS | 1.40M -119.9K (-7.9%) | 83.61M -3.8M (-4.3%) | 0.82% -0.069 pp | 0.29% -0.062 pp | USD61.74 -3.3% | 12 qtrs — |
| 21 | FRANKLIN RESOURCES INC | 1.33M +232.4K (+21.2%) | 79.24M +16.3M (+25.9%) | 0.78% +0.136 pp | 0.02% +0.004 pp | USD72.69 -17.8% | 8 qtrs — |
| 22 | MORGAN STANLEY | 1.20M -277.0K (-18.8%) | 71.68M -13.3M (-15.6%) | 0.71% -0.159 pp | 0.00% -0.001 pp | USD56.50 +5.7% | 51 qtrs — |
| 23 | FISHER ASSET MANAGEMENT, LLC | 1.17M +33.6K (+3.0%) | 69.89M +4.5M (+6.9%) | 0.69% +0.020 pp | 0.02% +0.000 pp | USD47.24 +26.4% | 57 qtrs — |
| 24 | FIERA CAPITAL CORP | 1.11M +274.2K (+32.7%) | 66.48M +18.2M (+37.8%) | 0.65% +0.161 pp | 0.21% +0.055 pp | USD59.15 +1.0% | 4 qtrs — |
| 25 | SHANNON RIVER FUND MANAGEMENT LLC | 1.04M -345.4K (-25.0%) | 62.04M -17.6M (-22.1%) | 0.61% -0.200 pp | 9.73% -3.082 pp | USD58.65 +1.8% | 6 qtrs — |
| 26 | NORTHERN TRUST CORP | 1.02M -33.2K (-3.1%) | 61.16M +364.9K (+0.6%) | 0.60% -0.017 pp | 0.01% +0.000 pp | USD52.14 +14.5% | 51 qtrs — |
| 27 | RANGER INVESTMENT MANAGEMENT, L.P. | 911.0K -64.5K (-6.6%) | 54.40M -1.7M (-3.0%) | 0.54% -0.035 pp | 3.73% -0.179 pp | USD53.73 +11.1% | 39 qtrs — |
| 28 | PRICE T ROWE ASSOCIATES INC /MD/ | 882.8K +414.8K (+88.6%) | 52.72M +25.8M (+95.9%) | 0.52% +0.245 pp | 0.01% +0.003 pp | USD65.05 -8.2% | 48 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 847.9K -5.8K (-0.7%) | 50.64M +1.5M (+3.2%) | 0.50% -0.001 pp | 0.01% +0.000 pp | USD56.34 +6.0% | 68 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 828.8K -20.9K (-2.5%) | 49.50M +638.0K (+1.3%) | 0.49% -0.012 pp | 0.01% -0.001 pp | USD56.13 +6.4% | 66 qtrs — |
| 31 | RUSSELL INVESTMENTS GROUP, LTD. | 826.0K -135.8K (-14.1%) | 49.33M -6.0M (-10.8%) | 0.49% -0.077 pp | 0.05% -0.009 pp | USD59.85 -0.2% | 27 qtrs — |
| 32 | CAPITAL IMPACT ADVISORS, LLC | 765.3K +765.3K (+100.0%) | 45.70M +45.7M (+100.0%) | 0.45% +0.450 pp | 3.58% +3.576 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 33 | GOLDMAN SACHS GROUP INC | 750.4K +310.7K (+70.7%) | 44.81M +19.5M (+77.3%) | 0.44% +0.184 pp | 0.01% +0.002 pp | USD61.04 -2.2% | 73 qtrs — |
| 34 | HERALD INVESTMENT MANAGEMENT LTD | 703.6K +— (+0.0%) | 42.00M +1.6M (+3.8%) | 0.41% +0.002 pp | 5.49% +0.099 pp | USD57.50 +3.9% | 2 qtrs — |
| 35 | RAYMOND JAMES FINANCIAL INC | 686.1K -230.0K (-25.1%) | 41.59M -11.1M (-21.0%) | 0.40% -0.133 pp | 0.01% -0.004 pp | USD68.82 -13.2% | 5 qtrs — |
| 36 | SEI INVESTMENTS CO | 688.3K +231.8K (+50.8%) | 41.11M +14.9M (+56.6%) | 0.40% +0.138 pp | 0.04% +0.012 pp | USD58.49 +2.1% | 42 qtrs — |
| 37 | JPMORGAN CHASE & CO | 682.1K +61.4K (+9.9%) | 40.74M +5.0M (+14.1%) | 0.40% +0.037 pp | 0.00% +0.000 pp | USD60.76 -1.7% | 51 qtrs — |
| 38 | GOTHAM ASSET MANAGEMENT, LLC | 566.5K +14.9K (+2.7%) | 33.83M +2.1M (+6.7%) | 0.33% +0.010 pp | 0.12% -0.015 pp | USD56.64 +5.4% | 15 qtrs — |
| 39 | RENAISSANCE GROUP LLC | 540.4K +540.4K (+100.0%) | 32.27M +32.3M (+100.0%) | 0.32% +0.316 pp | 1.30% +1.296 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 40 | NORGES BANK | 534.2K +534.2K (+100.0%) | 31.91M +31.9M (+100.0%) | 0.31% +0.313 pp | 0.00% +0.003 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 41 | CRAWFORD INVESTMENT COUNSEL INC | 521.6K -4.4K (-0.8%) | 31.15M +904.0K (+3.0%) | 0.31% -0.001 pp | 0.52% +0.017 pp | USD64.13 -6.9% | 8 qtrs — |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 498.7K +307.3K (+160.5%) | 29.96M +19.4M (+184.3%) | 0.29% +0.180 pp | 0.04% +0.025 pp | USD59.18 +0.9% | 6 qtrs — |
| 43 | AMERIPRISE FINANCIAL INC | 480.8K +276.0K (+134.8%) | 28.71M +16.9M (+143.8%) | 0.28% +0.163 pp | 0.01% +0.004 pp | USD57.70 +3.5% | 12 qtrs — |
| 44 | UBS ASSET MANAGEMENT AMERICAS INC | 438.4K +172.8K (+65.1%) | 26.18M +10.9M (+71.4%) | 0.26% +0.101 pp | 0.01% +0.002 pp | USD60.11 -0.6% | 52 qtrs — |
| 45 | LOS ANGELES CAPITAL MANAGEMENT LLC | 411.3K +296.9K (+259.7%) | 26.14M +19.6M (+297.6%) | 0.24% +0.174 pp | 0.09% +0.067 pp | USD58.56 +2.0% | 3 qtrs — |
| 46 | CANADA PENSION PLAN INVESTMENT BOARD | 437.4K +77.8K (+21.6%) | 26.12M +5.4M (+26.3%) | 0.26% +0.047 pp | 0.02% +0.003 pp | USD55.93 +6.8% | 3 qtrs — |
| 47 | PACER ADVISORS, INC. | 436.8K -414.1K (-48.7%) | 26.09M -22.8M (-46.7%) | 0.26% -0.241 pp | 0.07% -0.057 pp | USD57.41 +4.0% | 3 qtrs — |
| 48 | OBERWEIS ASSET MANAGEMENT INC/ | 424.8K +35.4K (+9.1%) | 25.37M +3.0M (+13.3%) | 0.25% +0.022 pp | 0.93% +0.070 pp | USD69.77 -14.4% | 5 qtrs — |
| 49 | BANK OF AMERICA CORP /DE/ | 403.6K -90.7K (-18.3%) | 24.10M -4.3M (-15.2%) | 0.24% -0.052 pp | 0.00% 0.000 pp | USD61.39 -2.7% | 52 qtrs — |
| 50 | WESTWOOD HOLDINGS GROUP INC | 358.0K -7.3K (-2.0%) | 21.38M +376.5K (+1.8%) | 0.21% -0.003 pp | 0.17% +0.024 pp | USD62.87 -5.0% | 6 qtrs — |
| 51 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 374.6K +155.7K (+71.1%) | 21.00M +8.5M (+68.2%) | 0.22% +0.092 pp | 0.03% +0.014 pp | USD67.81 -11.9% | 17 qtrs — |
| 52 | ACADIAN ASSET MANAGEMENT LLC | 333.5K -18.2K (-5.2%) | 19.90M -315.0K (-1.6%) | 0.20% -0.011 pp | 0.03% -0.003 pp | USD56.31 +6.1% | 34 qtrs — |
| 53 | ROYAL BANK OF CANADA | 311.5K +91.1K (+41.3%) | 18.61M +5.9M (+46.8%) | 0.18% +0.054 pp | 0.00% +0.001 pp | USD60.86 -1.9% | 51 qtrs — |
| 54 | FEDERATED HERMES, INC. | 310.8K +7.3K (+2.4%) | 18.56M +1.1M (+6.4%) | 0.18% +0.004 pp | 0.03% +0.000 pp | USD45.51 +31.2% | 15 qtrs — |
| 55 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 309.2K -24.9K (-7.5%) | 18.46M -1.1M (-5.7%) | 0.18% -0.014 pp | 0.03% +0.004 pp | USD59.95 -0.4% | 49 qtrs — |
| 56 | SUMMIT CREEK ADVISORS LLC | 291.0K -12.0K (-4.0%) | 17.38M -45.8K (-0.3%) | 0.17% -0.007 pp | 2.73% +0.195 pp | USD64.73 -7.7% | 6 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 273.3K +15.8K (+6.1%) | 16.32M +1.5M (+10.2%) | 0.16% +0.009 pp | 0.02% +0.003 pp | USD62.38 -4.3% | 43 qtrs — |
| 58 | CITIGROUP INC | 271.5K +29.3K (+12.1%) | 16.22M +2.3M (+16.4%) | 0.16% +0.018 pp | 0.01% +0.001 pp | USD58.06 +2.9% | 59 qtrs — |
| 59 | LAZARD ASSET MANAGEMENT LLC | 269.7K +2.1K (+0.8%) | 16.11M +720.1K (+4.7%) | 0.16% +0.002 pp | 0.03% +0.007 pp | USD56.80 +5.1% | 10 qtrs — |
| 60 | MILLENNIUM MANAGEMENT LLC | 248.3K -31.3K (-11.2%) | 14.83M -1.2M (-7.8%) | 0.15% -0.018 pp | 0.01% -0.001 pp | USD58.18 +2.6% | 33 qtrs — |
| 61 | LUXOR CAPITAL GROUP, LP | 246.0K -22.3K (-8.3%) | 14.69M -735.9K (-4.8%) | 0.14% -0.012 pp | 1.12% +0.399 pp | USD74.84 -20.2% | 29 qtrs — |
| 62 | TOROSO INVESTMENTS, LLC | 242.9K +224.3K (+1,201.7%) | 14.50M +13.4M (+1,251.9%) | 0.14% +0.132 pp | 0.03% +0.032 pp | USD59.48 +0.4% | 7 qtrs — |
| 63 | QUANTINNO CAPITAL MANAGEMENT LP | 242.2K +29.5K (+13.9%) | 14.46M +2.2M (+18.3%) | 0.14% +0.018 pp | 0.03% -0.004 pp | USD58.20 +2.6% | 7 qtrs — |
| 64 | NUVEEN, LLC | 241.8K -123.2K (-33.7%) | 14.44M -6.5M (-31.2%) | 0.14% -0.072 pp | 0.00% -0.002 pp | USD59.86 -0.2% | 4 qtrs — |
| 65 | CITADEL ADVISORS LLC | 237.1K +147.5K (+164.6%) | 14.16M +9.0M (+174.8%) | 0.14% +0.087 pp | 0.00% +0.001 pp | USD57.61 +3.7% | 52 qtrs — |
| 66 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 237.0K -96.4K (-28.9%) | 14.16M -5.0M (-26.2%) | 0.14% -0.057 pp | 0.04% -0.023 pp | USD54.39 +9.8% | 12 qtrs — |
| 67 | RHUMBLINE ADVISERS | 233.2K -8.3K (-3.4%) | 13.92M +41.9K (+0.3%) | 0.14% -0.004 pp | 0.01% +0.000 pp | USD51.91 +15.0% | 51 qtrs — |
| 68 | COOKSON PEIRCE & CO INC | 230.4K +21.1K (+10.1%) | 13.76M +1.7M (+14.3%) | 0.13% +0.012 pp | 0.57% +0.076 pp | USD57.70 +3.5% | 2 qtrs — |
| 69 | DEUTSCHE BANK AG\ | 222.4K +210.6K (+1,782.6%) | 13.28M +12.6M (+1,855.3%) | 0.13% +0.124 pp | 0.00% +0.004 pp | USD59.82 -0.2% | 50 qtrs — |
| 70 | ENVESTNET ASSET MANAGEMENT INC | 204.0K -748.0 (-0.4%) | 12.18M +409.8K (+3.5%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD60.78 -1.7% | 51 qtrs — |
| 71 | MACKENZIE FINANCIAL CORP | 197.5K +23.2K (+13.3%) | 12.09M +2.1M (+20.6%) | 0.12% +0.014 pp | 0.01% +0.002 pp | USD61.86 -3.5% | 10 qtrs — |
| 72 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 202.3K +201.8K (+44,255.5%) | 12.08M +12.1M (+45,948.8%) | 0.12% +0.119 pp | 0.02% +0.022 pp | USD59.71 +0.0% | 2 qtrs — |
| 73 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 198.6K +27.2K (+15.8%) | 12.01M +2.2M (+21.8%) | 0.12% +0.016 pp | 0.02% +0.003 pp | USD58.92 +1.4% | 4 qtrs — |
| 74 | PRINCIPAL FINANCIAL GROUP INC | 196.9K -8.0K (-3.9%) | 11.76M -21.6K (-0.2%) | 0.12% -0.005 pp | 0.01% +0.000 pp | USD54.15 +10.3% | 12 qtrs — |
| 75 | WELLS FARGO & COMPANY/MN | 192.9K -22.0K (-10.2%) | 11.52M -837.1K (-6.8%) | 0.11% -0.012 pp | 0.00% 0.000 pp | USD64.53 -7.5% | 57 qtrs — |
| 76 | BOSTON PARTNERS | 186.0K -22.8K (-10.9%) | 11.11M -900.7K (-7.5%) | 0.11% -0.013 pp | 0.01% -0.001 pp | USD55.20 +8.2% | 3 qtrs — |
| 77 | SWISS NATIONAL BANK | 185.5K +3.0K (+1.6%) | 11.08M +584.3K (+5.6%) | 0.11% +0.002 pp | 0.01% +0.001 pp | USD50.45 +18.4% | 51 qtrs — |
| 78 | LORD, ABBETT & CO. LLC | 185.1K +185.1K (+100.0%) | 11.06M +11.1M (+100.0%) | 0.11% +0.108 pp | 0.03% +0.034 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 79 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 180.0K -10.3K (-5.4%) | 10.75M -190.4K (-1.7%) | 0.11% -0.006 pp | 1.92% +0.392 pp | USD57.50 +3.9% | 2 qtrs — |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 175.5K +2.8K (+1.6%) | 10.48M +550.7K (+5.5%) | 0.10% +0.002 pp | 0.02% +0.001 pp | USD70.34 -15.1% | 31 qtrs — |
| 81 | NORDEA INVESTMENT MANAGEMENT AB | 173.9K -26.8K (-13.3%) | 10.42M -1.1M (-9.6%) | 0.10% -0.016 pp | 0.01% -0.001 pp | USD58.51 +2.1% | 7 qtrs — |
| 82 | TREASURER OF THE STATE OF NORTH CAROLINA | 167.1K +128.0K (+327.4%) | 9.98M +7.7M (+343.9%) | 0.10% +0.075 pp | 0.03% +0.025 pp | USD59.44 +0.5% | 31 qtrs — |
| 83 | CWM, LLC | 164.2K -6.6K (-3.9%) | 9.80M -15.0K (-0.2%) | 0.10% -0.003 pp | 0.03% -0.003 pp | USD58.64 +1.8% | 17 qtrs — |
| 84 | CAPITAL FUND MANAGEMENT S.A. | 161.7K +63.3K (+64.4%) | 9.66M +4.0M (+70.7%) | 0.10% +0.038 pp | 0.03% +0.012 pp | USD59.94 -0.4% | 7 qtrs — |
| 85 | HARBER ASSET MANAGEMENT LLC | 161.4K -28.8K (-15.2%) | 9.64M -1.3M (-11.9%) | 0.09% -0.017 pp | 4.04% +0.121 pp | USD59.18 +0.9% | 16 qtrs — |
| 86 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 159.5K +— (+0.0%) | 9.52M +354.1K (+3.9%) | 0.09% +0.000 pp | 0.15% +0.002 pp | USD54.13 +10.3% | 3 qtrs — |
| 87 | SG CAPITAL MANAGEMENT LLC | 157.3K +157.3K (+100.0%) | 9.39M +9.4M (+100.0%) | 0.09% +0.093 pp | 0.90% +0.902 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 88 | TREXQUANT INVESTMENT LP | 150.6K +98.3K (+188.1%) | 9.00M +6.0M (+199.2%) | 0.09% +0.058 pp | 0.08% +0.049 pp | USD62.18 -4.0% | 24 qtrs — |
| 89 | BRIDGEWATER ASSOCIATES, LP | 146.8K -71.7K (-32.8%) | 8.77M -3.8M (-30.2%) | 0.09% -0.042 pp | 0.03% -0.017 pp | USD54.96 +8.7% | 3 qtrs — |
| 90 | FMR LLC | 143.6K -641.4K (-81.7%) | 8.58M -36.6M (-81.0%) | 0.08% -0.375 pp | 0.00% -0.002 pp | USD54.53 +9.5% | 69 qtrs — |
| 91 | LEGAL & GENERAL GROUP PLC | 135.8K -12.6K (-8.5%) | 8.11M -420.7K (-4.9%) | 0.08% -0.007 pp | 0.00% 0.000 pp | USD61.72 -3.2% | 46 qtrs — |
| 92 | CERITY PARTNERS LLC | 135.2K -7.3K (-5.1%) | 8.07M -120.2K (-1.5%) | 0.08% -0.004 pp | 0.01% -0.002 pp | USD58.42 +2.2% | 7 qtrs — |
| 93 | IEQ CAPITAL, LLC | 134.2K -70.8K (-34.5%) | 8.02M -3.8M (-32.0%) | 0.08% -0.042 pp | 0.02% -0.012 pp | USD56.42 +5.8% | 13 qtrs — |
| 94 | CASTLEARK MANAGEMENT LLC | 133.2K +4.1K (+3.1%) | 7.95M +528.5K (+7.1%) | 0.08% +0.002 pp | 0.23% +0.025 pp | USD69.95 -14.6% | 6 qtrs — |
| 95 | ARMISTICE CAPITAL, LLC | 132.0K +45.2K (+52.0%) | 7.88M +2.9M (+57.9%) | 0.08% +0.027 pp | 0.09% +0.020 pp | USD58.26 +2.5% | 2 qtrs — |
| 96 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | 125.6K +125.6K (+100.0%) | 7.50M +7.5M (+100.0%) | 0.07% +0.074 pp | 1.78% +1.783 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 97 | ZACKS INVESTMENT MANAGEMENT | 119.2K +957.0 (+0.8%) | 7.12M +319.7K (+4.7%) | 0.07% +0.001 pp | 0.06% +0.002 pp | USD54.63 +9.3% | 3 qtrs — |
| 98 | NEXT CENTURY GROWTH INVESTORS LLC | 116.7K +116.7K (+100.0%) | 6.97M +7.0M (+100.0%) | 0.07% +0.069 pp | 0.48% +0.484 pp | USD59.72 +0.0% | 1 qtrs NEW |
| 99 | MAN GROUP PLC | 115.5K +45.7K (+65.6%) | 6.90M +2.9M (+71.9%) | 0.07% +0.027 pp | 0.01% +0.005 pp | USD56.66 +5.4% | 3 qtrs — |
| 100 | JANUS HENDERSON GROUP PLC | 114.6K -100.8K (-46.8%) | 6.84M -5.5M (-44.8%) | 0.07% -0.059 pp | 0.00% -0.003 pp | USD54.78 +9.0% | 18 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L | 1.63% | 2.55M | 0.50% |
| 2 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L | 1.63% | 415.3K | 0.50% |
| 3 | Allspring SMID Core ETF ASCE | 1.58% | 1.24M | 0.38% |
| 4 | First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | 1.31% | 9.62M | 0.65% |
| 5 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.20% | 5.75M | 0.35% |
| 6 | Dan Ives Wedbush AI Revolution ETF IVES | 1.12% | 12.10M | 0.75% |
| 7 | Fidelity Cloud Computing ETF FCLD | 0.96% | 1.06M | 0.39% |
| 8 | SRH U.S. Quality GARP ETF SRHQ | 0.83% | 1.41M | 0.35% |
| 9 | WisdomTree Artificial Intelligence UCITS ETF - USD Acc WTAI.L | 0.82% | 12.04M | 0.40% |
| 10 | First Trust SMID Growth Strength ETF FSGS | 0.70% | 212.2K | 0.61% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2047-06-07 | KRA DOUGLAS I | Officer | M-Exempt | D | Restricted Stock Units | 502 | 0.00 | — | 3,520 | — | ↗ |
| 2026-05-19 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 4,545 | 33.35 | 151.6K | 107,070 | D | ↗ |
| 2026-05-05 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 25,920 | 16.95 | 439.3K | 134,452 | D | ↗ |
| 2026-04-01 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 1,000 | 43.17 | 43.2K | 108,532 | D | ↗ |
| 2026-03-17 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 1,000 | 42.88 | 42.9K | 3,365 | D | ↗ |
| 2026-03-16 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 30,000 | 23.64 | 709.2K | 141,429 | D | ↗ |
| 2026-03-11 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 8,088 | 43.57 | 352.4K | 111,429 | D | ↗ |
| 2026-03-10 | Trefler Leon | Officer | S-Sale | D | Common stock | 6,700 | 44.76 | 299.9K | 118,372 | D | ↗ |
| 2026-03-10 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 44,000 | 44.81 | 1.97M | 109,123 | D | ↗ |
| 2026-03-07 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 2,658 | 0.00 | — | 10,632 | D | ↗ |
| 2026-03-07 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 5,220 | 0.00 | — | 20,884 | D | ↗ |
| 2026-03-07 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 332 | 0.00 | — | 1,330 | D | ↗ |
| 2026-03-07 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 2,278 | 0.00 | — | 9,114 | D | ↗ |
| 2026-03-07 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 2,278 | 0.00 | — | 9,114 | D | ↗ |
| 2026-03-05 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 17,608 | D | ↗ |
| 2026-03-05 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 4,402 | 0.00 | — | 35,218 | D | ↗ |
| 2026-03-05 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 440 | 0.00 | — | 3,522 | D | ↗ |
| 2026-03-05 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 17,608 | D | ↗ |
| 2026-03-05 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 17,608 | D | ↗ |
| 2026-03-04 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 6,462 | 0.00 | — | 19,386 | D | ↗ |
| 2026-03-04 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 6,668 | 0.00 | — | 149,913 | D | ↗ |
| 2026-03-04 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 2,208 | 0.00 | — | 0 | D | ↗ |
| 2026-03-04 | Higgins John Gerard | Officer | F-InKind | D | Common stock | 2,066 | 45.01 | 93.0K | 50,824 | D | ↗ |
| 2026-03-04 | Akgonul Rifat Kerim | Officer | F-InKind | D | Common stock | 1,562 | 45.01 | 70.3K | 103,720 | D | ↗ |
| 2026-03-03 | Trefler Leon | Officer | A-Award | A | Restricted Stock Units | 22,342 | 0.00 | — | 22,342 | D | ↗ |
| 2026-03-03 | TREFLER ALAN | Director / Officer / 10% Owner | A-Award | A | Stock Option | 455,581 | 45.01 | 20.51M | 455,581 | D | ↗ |
| 2026-03-03 | STILLWELL KENNETH | Officer | A-Award | A | Restricted Stock Units | 6,469 | 0.00 | — | 6,469 | D | ↗ |
| 2026-03-03 | KOUNINIS EFSTATHIOS A | Officer | A-Award | A | Restricted Stock Units | 4,469 | 0.00 | — | 4,469 | D | ↗ |
| 2026-03-03 | Higgins John Gerard | Officer | A-Award | A | Stock Option | 56,948 | 45.01 | 2.56M | 56,948 | D | ↗ |
| 2026-03-03 | Akgonul Rifat Kerim | Officer | A-Award | A | Restricted Stock Units | 22,342 | 0.00 | — | 22,342 | D | ↗ |
| 2026-03-02 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 384 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | TREFLER ALAN | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 2,498 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 1,152 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 106 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Trefler Leon | Officer | M-Exempt | A | Common stock | 1,174 | 0.00 | — | 116,505 | D | ↗ |
| 2026-03-01 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 573 | 43.73 | 25.1K | 134,645 | D | ↗ |
| 2026-03-01 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 206 | 0.00 | — | 822 | D | ↗ |
| 2026-02-18 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 17,930 | 45.03 | 807.4K | 44,319,782 | D | ↗ |
| 2026-02-17 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 11,742 | 45.12 | 529.8K | 44,337,712 | D | ↗ |
| 2026-02-13 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 7,000 | 43.17 | 302.2K | 105,894 | D | ↗ |
| 2026-02-12 | STILLWELL KENNETH | Officer | M-Exempt | D | Stock Options | 25,920 | 16.95 | 439.3K | 77,760 | D | ↗ |
| 2026-02-10 | Trefler Leon | Officer | A-Award | A | Stock Options | 84,000 | 31.05 | 2.61M | 101,500 | D | ↗ |
| 2026-02-10 | STILLWELL KENNETH | Officer | A-Award | A | Stock Options | 96,000 | 31.05 | 2.98M | 96,000 | D | ↗ |
| 2026-02-10 | KOUNINIS EFSTATHIOS A | Officer | A-Award | A | Stock Options | 24,000 | 31.05 | 745.2K | 38,088 | D | ↗ |
| 2026-02-10 | Higgins John Gerard | Officer | A-Award | A | Stock Options | 84,000 | 31.05 | 2.61M | 101,500 | D | ↗ |
| 2026-02-10 | Akgonul Rifat Kerim | Officer | A-Award | A | Stock Options | 72,000 | 31.05 | 2.24M | 87,000 | D | ↗ |
| 2026-02-02 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 1,000 | 43.69 | 43.7K | 121,880 | D | ↗ |
| 2026-01-22 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 37,306 | 49.73 | 1.86M | 44,349,454 | D | ↗ |
| 2026-01-21 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 7,172 | 49.78 | 357.0K | 44,406,366 | D | ↗ |
| 2026-01-02 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 4,000 | 59.99 | 240.0K | 122,880 | D | ↗ |
| 2025-12-31 | Trefler Leon | Officer | G-Gift | D | Common stock | 8,000 | 0.00 | — | 115,323 | D | ↗ |
| 2025-12-19 | Trefler Leon | Officer | G-Gift | A | Common stock | 620 | 0.00 | — | 123,323 | D | ↗ |
| 2025-12-19 | TREFLER ALAN | Director / Officer / 10% Owner | G-Gift | D | Common stock | 314,960 | 0.00 | — | 44,439,454 | D | ↗ |
| 2025-12-18 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 21,281 | 58.50 | 1.24M | 44,779,373 | D | ↗ |
| 2025-12-17 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 28,354 | 57.71 | 1.64M | 44,817,300 | D | ↗ |
| 2025-12-12 | STILLWELL KENNETH | Officer | G-Gift | D | Common stock | 1,908 | 0.00 | — | 126,880 | D | ↗ |
| 2025-12-10 | STILLWELL KENNETH | Officer | G-Gift | D | Common stock | 6,000 | 0.00 | — | 128,788 | D | ↗ |
| 2025-12-10 | JONES RICHARD H | Director | G-Gift | D | Common stock | 720 | 0.00 | — | 710,446 | I | ↗ |
| 2025-12-09 | JONES RICHARD H | Director | G-Gift | D | Common stock | 720 | 0.00 | — | 711,166 | I | ↗ |
| 2025-12-08 | JONES RICHARD H | Director | G-Gift | D | Common stock | 2,230 | 0.00 | — | 711,886 | I | ↗ |
| 2025-12-08 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 4,000 | 60.19 | 240.8K | 112,845 | D | ↗ |
| 2025-12-07 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 2,658 | 0.00 | — | 13,290 | D | ↗ |
| 2025-12-07 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 5,222 | 0.00 | — | 26,104 | D | ↗ |
| 2025-12-07 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 131 | 60.11 | 7.9K | 861 | D | ↗ |
| 2025-12-07 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 2,278 | 0.00 | — | 11,392 | D | ↗ |
| 2025-12-07 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 2,278 | 0.00 | — | 117,947 | D | ↗ |
| 2025-12-05 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 19,810 | D | ↗ |
| 2025-12-05 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 20,000 | 31.05 | 621.0K | 181,859 | D | ↗ |
| 2025-12-05 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 174 | 57.00 | 9.9K | 660 | D | ↗ |
| 2025-12-05 | Higgins John Gerard | Officer | M-Exempt | A | Common stock | 2,202 | 0.00 | — | 45,452 | D | ↗ |
| 2025-12-05 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 19,810 | D | ↗ |
| 2025-12-02 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 384 | 0.00 | — | 384 | D | ↗ |
| 2025-12-02 | TREFLER ALAN | Director / Officer / 10% Owner | M-Exempt | A | Common stock | 2,498 | 0.00 | — | 44,846,862 | D | ↗ |
| 2025-12-02 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 1,154 | 0.00 | — | 130,405 | D | ↗ |
| 2025-12-02 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 106 | 0.00 | — | 106 | D | ↗ |
| 2025-12-02 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 460 | 0.00 | — | 462 | D | ↗ |
| 2025-12-01 | Trefler Leon | Officer | F-InKind | D | Common stock | 463 | 54.77 | 25.4K | 119,524 | D | ↗ |
| 2025-12-01 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 2,350 | 0.00 | — | 130,176 | D | ↗ |
| 2025-12-01 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 206 | 0.00 | — | 412 | D | ↗ |
| 2025-12-01 | Higgins John Gerard | Officer | F-InKind | D | Common stock | 1,398 | 54.77 | 76.6K | 43,250 | D | ↗ |
| 2025-12-01 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 1,176 | 0.00 | — | 5,876 | D | ↗ |
| 2025-11-06 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 26,925 | 58.42 | 1.57M | 44,862,439 | D | ↗ |
| 2025-11-05 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 40,969 | 59.95 | 2.46M | 44,893,395 | D | ↗ |
| 2025-11-03 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 11,442 | 62.18 | 711.5K | 127,826 | D | ↗ |
| 2025-10-27 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 11,250 | 23.64 | 266.0K | 11,456 | D | ↗ |
| 2025-10-24 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 17,171 | 66.40 | 1.14M | 127,826 | D | ↗ |
| 2025-10-24 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Stock Options | 20,000 | 16.95 | 339.0K | 115,364 | D | ↗ |
| 2025-10-23 | Trefler Leon | Officer | S-Sale | D | Common stock | 14,865 | 63.40 | 942.4K | 118,799 | D | ↗ |
| 2025-10-23 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 8,006 | 22.15 | 177.3K | 8,212 | D | ↗ |
| 2025-10-22 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 11,742 | 62.77 | 737.0K | 44,967,622 | D | ↗ |
| 2025-10-21 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 4,506 | 54.62 | 246.1K | 45,019,858 | D | ↗ |
| 2025-09-17 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 4,054 | 58.72 | 238.1K | 45,024,364 | D | ↗ |
| 2025-09-16 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 2,328 | 58.93 | 137.2K | 45,069,364 | D | ↗ |
| 2025-09-15 | TREFLER ALAN | Director / Officer / 10% Owner | G-Gift | D | Common stock | 2,071,585 | 0.00 | — | 1,139,421 | I | ↗ |
| 2025-09-15 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 2,176 | 59.00 | 128.4K | 2,544 | D | ↗ |
| 2025-09-11 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 252 | 57.50 | 14.5K | 0 | D | ↗ |
| 2025-09-11 | Akgonul Rifat Kerim | Officer | F-InKind | D | Common stock | 7,694 | 53.18 | 409.2K | 83,926 | D | ↗ |
| 2025-09-10 | WEBER LARRY | Director | S-Sale | D | Common stock | 2,636 | 56.98 | 150.2K | 10,632 | D | ↗ |
| 2025-09-08 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 332 | 57.62 | 19.1K | 252 | D | ↗ |
| 2025-09-08 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 2,081 | 56.55 | 117.7K | 72,636 | D | ↗ |
| 2025-09-07 | Trefler Leon | Officer | M-Exempt | A | Common stock | 2,658 | 0.00 | — | 119,845 | D | ↗ |
| 2025-09-07 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 5,220 | 0.00 | — | 129,881 | D | ↗ |
| 2025-09-07 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 334 | 0.00 | — | 666 | D | ↗ |
| 2025-09-07 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 2,278 | 0.00 | — | 13,670 | D | ↗ |
| 2025-09-07 | Akgonul Rifat Kerim | Officer | F-InKind | D | Common stock | 1,102 | 55.51 | 61.2K | 74,717 | D | ↗ |
| 2025-09-05 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 2,200 | 0.00 | — | 22,012 | D | ↗ |
| 2025-09-05 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 4,402 | 0.00 | — | 44,022 | D | ↗ |
| 2025-09-05 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 440 | 0.00 | — | 4,402 | D | ↗ |
| 2025-09-05 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 2,200 | 0.00 | — | 22,012 | D | ↗ |
| 2025-09-05 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 2,200 | 0.00 | — | 22,012 | D | ↗ |
| 2025-09-03 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 5,000 | 54.08 | 270.4K | 72,405 | D | ↗ |
| 2025-09-02 | Trefler Leon | Officer | M-Exempt | A | Common stock | 384 | 0.00 | — | 116,006 | D | ↗ |
| 2025-09-02 | TREFLER ALAN | Director / Officer / 10% Owner | M-Exempt | A | Common stock | 2,496 | 0.00 | — | 32,919,188 | D | ↗ |
| 2025-09-02 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 454 | 54.21 | 24.6K | 121,992 | D | ↗ |
| 2025-09-02 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 26 | 54.21 | 1.4K | 235 | D | ↗ |
| 2025-09-02 | Akgonul Rifat Kerim | Officer | F-InKind | D | Common stock | 224 | 54.21 | 12.1K | 79,405 | D | ↗ |
| 2025-09-01 | Trefler Leon | Officer | F-InKind | D | Common stock | 463 | 54.21 | 25.1K | 115,622 | D | ↗ |
| 2025-09-01 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 2,352 | 0.00 | — | 122,220 | D | ↗ |
| 2025-09-01 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | D | Restricted Stock Units | 206 | 0.00 | — | 1,234 | D | ↗ |
| 2025-09-01 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 184 | 0.00 | — | 1,846 | D | ↗ |
| 2025-09-01 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 1,176 | 0.00 | — | 79,736 | D | ↗ |
| 2025-08-15 | WEBER LARRY | Director | A-Award | A | Common stock | 2,374 | 0.00 | — | 13,268 | D | ↗ |
| 2025-08-15 | Rowlands Sharon T | Director | A-Award | A | Common stock | 2,374 | 0.00 | — | 67,730 | D | ↗ |
| 2025-08-15 | LEDINGHAM DIANNE | Director | A-Award | A | Stock Options | 5,168 | 52.66 | 272.1K | 5,168 | D | ↗ |
| 2025-08-15 | LAFOND CHRISTOPHER | Director | A-Award | A | Stock Option | 5,168 | 52.66 | 272.1K | 5,168 | D | ↗ |
| 2025-08-15 | JONES RICHARD H | Director | A-Award | A | Stock Options | 5,168 | 52.66 | 272.1K | 5,168 | D | ↗ |
| 2025-08-15 | Ghai Rohit | Director | A-Award | A | Common stock | 2,374 | 0.00 | — | 3,398 | D | ↗ |
| 2025-08-15 | GYENES PETER | Director | A-Award | A | Stock Options | 5,168 | 52.66 | 272.1K | 5,168 | D | ↗ |
| 2025-08-06 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 45,000 | 57.35 | 2.58M | 32,916,692 | D | ↗ |
| 2025-08-05 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 37,536 | 57.32 | 2.15M | 32,969,156 | D | ↗ |
| 2025-08-04 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 11,147 | 58.19 | 648.6K | 119,868 | D | ↗ |
| 2025-08-01 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 100 | 58.24 | 5.8K | 119,868 | D | ↗ |
| 2025-07-28 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 220,000 | 26.24 | 5.77M | 269,350 | D | ↗ |
| 2025-07-28 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 582 | 59.65 | 34.7K | 0 | D | ↗ |
| 2025-07-24 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 31,068 | 22.15 | 688.2K | 109,628 | D | ↗ |
| 2025-07-10 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 32,764 | 51.60 | 1.69M | 33,018,928 | D | ↗ |
| 2025-07-09 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 45,000 | 53.34 | 2.40M | 33,051,692 | D | ↗ |
| 2025-07-01 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 1,000 | 53.64 | 53.6K | 49,350 | D | ↗ |
| 2025-06-18 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 27,016 | 100.76 | 2.72M | 17,032,376 | D | ↗ |
| 2025-06-17 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 3,695 | 100.00 | 369.5K | 17,087,197 | D | ↗ |
| 2025-06-12 | Higgins John Gerard | Officer | M-Exempt | D | Stock Options | 40,000 | 33.90 | 1.36M | 64,768 | D | ↗ |
| 2025-06-09 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 1,329 | 0.00 | — | 9,303 | D | ↗ |
| 2025-06-09 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 1,028 | 102.46 | 105.3K | 26,605 | D | ↗ |
| 2025-06-09 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 166 | 0.00 | — | 332 | D | ↗ |
| 2025-06-09 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 1,139 | 0.00 | — | 7,974 | D | ↗ |
| 2025-06-09 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 1,139 | 0.00 | — | 7,974 | D | ↗ |
| 2025-06-05 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 1,101 | 0.00 | — | 12,106 | D | ↗ |
| 2025-06-05 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 2,201 | 0.00 | — | 25,889 | D | ↗ |
| 2025-06-05 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 220 | 0.00 | — | 220 | D | ↗ |
| 2025-06-05 | Higgins John Gerard | Officer | M-Exempt | A | Common stock | 1,101 | 0.00 | — | 19,125 | D | ↗ |
| 2025-06-05 | Akgonul Rifat Kerim | Officer | F-InKind | D | Common stock | 533 | 101.41 | 54.1K | 38,629 | D | ↗ |
| 2025-06-03 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 116 | 100.50 | 11.7K | 155 | D | ↗ |
| 2025-06-02 | Trefler Leon | Officer | M-Exempt | A | Common stock | 588 | 98.15 | 57.7K | 56,082 | D | ↗ |
| 2025-06-02 | TREFLER ALAN | Director / Officer / 10% Owner | M-Exempt | A | Common stock | 1,249 | 98.15 | 122.6K | 17,091,309 | D | ↗ |
| 2025-06-02 | STILLWELL KENNETH | Officer | M-Exempt | D | Restricted Stock Units | 1,175 | 0.00 | — | 8,228 | D | ↗ |
| 2025-06-02 | KOUNINIS EFSTATHIOS A | Officer | M-Exempt | A | Common stock | 52 | 98.15 | 5.1K | 129 | D | ↗ |
| 2025-06-02 | Higgins John Gerard | Officer | M-Exempt | A | Common stock | 460 | 98.15 | 45.1K | 18,281 | D | ↗ |
| 2025-06-02 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 588 | 98.15 | 57.7K | 38,228 | D | ↗ |
| 2025-05-28 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 28,991 | 96.65 | 2.80M | 17,092,569 | D | ↗ |
| 2025-05-27 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 17,452 | 96.02 | 1.68M | 17,135,608 | D | ↗ |
| 2025-05-20 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 6,900 | 104.31 | 719.7K | 37,740 | D | ↗ |
| 2025-05-16 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 500 | 99.25 | 49.6K | 0 | D | ↗ |
| 2025-05-14 | STILLWELL KENNETH | Officer | M-Exempt | D | Stock Options | 12,960 | 33.90 | 439.3K | 77,760 | D | ↗ |
| 2025-05-09 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Stock Options | 12,000 | 33.90 | 406.8K | 77,682 | D | ↗ |
| 2025-05-01 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 1,700 | 92.71 | 157.6K | 19,795 | D | ↗ |
| 2025-05-01 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 500 | 93.50 | 46.8K | 500 | D | ↗ |
| 2025-05-01 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 1,850 | 92.88 | 171.8K | 44,790 | D | ↗ |
| 2025-04-29 | WEBER LARRY | Director | G-Gift | D | Common stock | 1,100 | 0.00 | — | 5,447 | D | ↗ |
| 2025-04-28 | WEBER LARRY | Director | S-Sale | D | Common stock | 1,100 | 91.55 | 100.7K | 6,547 | D | ↗ |
| 2025-04-25 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 22,278 | 90.25 | 2.01M | 30,543 | D | ↗ |
| 2025-04-24 | KOUNINIS EFSTATHIOS A | Officer | S-Sale | D | Common stock | 658 | 89.90 | 59.2K | 1,000 | D | ↗ |
| 2025-04-24 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 6,000 | 89.54 | 537.2K | 46,640 | D | ↗ |
| 2025-04-23 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 2,000 | 87.31 | 174.6K | 54,640 | D | ↗ |
| 2025-04-17 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 30,482 | 68.52 | 2.09M | 17,154,132 | D | ↗ |
| 2025-04-16 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 15,001 | 68.85 | 1.03M | 17,186,163 | D | ↗ |
| 2025-04-01 | STILLWELL KENNETH | Officer | S-Sale | D | Common stock | 2,000 | 69.75 | 139.5K | 21,245 | D | ↗ |
| 2025-03-14 | LEDINGHAM DIANNE | Director | G-Gift | A | Common stock | 17,019 | 0.00 | — | 17,019 | I | ↗ |
| 2025-03-12 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 31,500 | 72.58 | 2.29M | 17,216,114 | D | ↗ |
| 2025-03-12 | Akgonul Rifat Kerim | Officer | S-Sale | D | Common stock | 2,000 | 72.25 | 144.5K | 56,534 | D | ↗ |
| 2025-03-11 | TREFLER ALAN | Director / Officer / 10% Owner | S-Sale | D | Common stock | 31,500 | 70.93 | 2.23M | 17,247,614 | D | ↗ |
| 2025-03-07 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 1,329 | 0.00 | — | 10,632 | D | ↗ |
| 2025-03-07 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 1,028 | 76.86 | 79.0K | 23,245 | D | ↗ |
| 2025-03-07 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 41 | 76.86 | 3.2K | 1,658 | D | ↗ |
| 2025-03-07 | Higgins John Gerard | Officer | M-Exempt | D | Restricted Stock Units | 1,140 | 0.00 | — | 9,113 | D | ↗ |
| 2025-03-07 | Akgonul Rifat Kerim | Officer | M-Exempt | D | Restricted Stock Units | 1,140 | 0.00 | — | 9,113 | D | ↗ |
| 2025-03-05 | Trefler Leon | Officer | M-Exempt | D | Restricted Stock Units | 4,402 | 0.00 | — | 13,207 | D | ↗ |
| 2025-03-05 | STILLWELL KENNETH | Officer | F-InKind | D | Common stock | 1,386 | 77.63 | 107.6K | 16,323 | D | ↗ |
| 2025-03-05 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 299 | 77.63 | 23.2K | 872 | D | ↗ |
| 2025-03-05 | Higgins John Gerard | Officer | M-Exempt | A | Common stock | 4,402 | 0.00 | — | 19,427 | D | ↗ |
| 2025-03-05 | Akgonul Rifat Kerim | Officer | M-Exempt | A | Common stock | 2,564 | 0.00 | — | 55,370 | D | ↗ |
| 2025-03-04 | Trefler Leon | Officer | S-Sale | D | Common stock | 2,049 | 75.65 | 155.0K | 52,019 | D | ↗ |
| 2025-03-04 | TREFLER ALAN | Director / Officer / 10% Owner | A-Award | A | Stock Options | 225,009 | 77.63 | 17.47M | 225,009 | D | ↗ |
| 2025-03-04 | STILLWELL KENNETH | Officer | A-Award | A | Restricted Stock Units | 25,847 | 0.00 | — | 25,847 | D | ↗ |
| 2025-03-04 | KOUNINIS EFSTATHIOS A | Officer | A-Award | A | Stock Options | 6,429 | 77.63 | 499.1K | 6,429 | D | ↗ |
| 2025-03-04 | Higgins John Gerard | Officer | A-Award | A | Restricted Stock Units | 1,851 | 0.00 | — | 1,851 | D | ↗ |
| 2025-03-04 | Akgonul Rifat Kerim | Officer | A-Award | A | Stock Options | 32,145 | 77.63 | 2.50M | 32,145 | D | ↗ |
| 2025-03-03 | Trefler Leon | Officer | M-Exempt | A | Common stock | 334 | 0.00 | — | 54,200 | D | ↗ |
| 2025-03-03 | TREFLER ALAN | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 1,249 | 0.00 | — | 4,995 | D | ↗ |
| 2025-03-03 | STILLWELL KENNETH | Officer | M-Exempt | A | Common stock | 577 | 0.00 | — | 15,932 | D | ↗ |
| 2025-03-03 | KOUNINIS EFSTATHIOS A | Officer | F-InKind | D | Common stock | 31 | 78.51 | 2.4K | 72 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2017 | Douglas Kra Senior Vice President, Global Customer Success | 350.0K | 194.5K | 325.0K | 325.1K | 140.0K | 10.8K | 1.35M | 48.32% | ↗ |
| 2 | 2017 | Leon Trefler Senior Vice President, Global Customer Success | 350.0K | 158.9K | 407.4K | 325.1K | 16.8K | 10.8K | 1.27M | 57.72% | ↗ |
| 3 | 2017 | Kenneth Stillwell Chief Administration Officer, Chief Financial Officer and Senior Vice President | 415.0K | — | 271.5K | 125.0K | 105.8K | 10.8K | 928.2K | 42.73% | ↗ |
| 4 | 2017 | Alan Trefler Chairman and Chief Executive Officer | 470.0K | — | — | — | 399.5K | 10.8K | 880.3K | 0.00% | ↗ |
| 5 | 2017 | Michael Pyle Senior Vice President, Engineering | 363.0K | — | 328.2K | — | 92.6K | 10.8K | 794.6K | 41.31% | ↗ |
| 6 | 2016 | Kenneth Stillwell Chief Administrative Officer, Chief Financial Officer and Senior Vice President | 195.4K | 200.0K | 1.20M | 1.80M | 97.7K | 12.3K | 3.51M | 85.58% | ↗ |
| 7 | 2016 | Kenneth Stillwell Chief Administration Officer, Chief Financial Officer and Senior Vice President | 195.4K | 200.0K | 1.20M | 1.80M | 97.7K | 3.7K | 3.50M | 85.79% | ↗ |
| 8 | 2016 | Leon Trefler Senior Vice President, Global Customer Success | 340.0K | 209.0K | 300.0K | 300.1K | 89.8K | 10.7K | 1.25M | 48.03% | ↗ |
| 9 | 2016 | Douglas Kra Senior Vice President, Global Customer Success | 340.0K | 123.5K | 275.0K | 275.0K | 89.8K | 10.7K | 1.11M | 49.38% | ↗ |
| 10 | 2016 | Michael Pyle Senior Vice President, Engineering | 352.0K | 18.5K | 303.7K | 200.0K | 77.4K | 10.7K | 962.2K | 52.35% | ↗ |
| 11 | 2016 | Alan Trefler Chairman and Chief Executive Officer | 450.0K | — | — | — | 356.4K | 10.7K | 817.1K | 0.00% | ↗ |
| 12 | 2015 | Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President | 369.0K | — | 472.5K | 375.1K | — | 26.9K | 1.24M | 68.16% | ↗ |
| 13 | 2015 | Leon Trefler Senior Vice President, Global Customer Success | 343.0K | 248.9K | 308.3K | 250.1K | 53.3K | 10.6K | 1.21M | 45.99% | ↗ |
| 14 | 2015 | Douglas Kra Senior Vice President, Global Customer Success | 343.0K | 147.7K | 225.0K | 225.1K | 102.8K | 10.6K | 1.05M | 42.70% | ↗ |
| 15 | 2015 | Michael Pyle Senior Vice President, Engineering | 348.0K | 21.0K | 323.6K | 225.1K | 75.0K | 10.6K | 1.00M | 54.69% | ↗ |
| 16 | 2015 | Alan Trefler Chairman and Chief Executive Officer | 456.0K | — | — | — | 410.7K | 10.6K | 877.3K | 0.00% | ↗ |
| 17 | 2014 | Leon Trefler Senior Vice President, Global Customer Success | 324.0K | 210.8K | 200.0K | 200.0K | 74.9K | 16.3K | 1.03M | 38.99% | ↗ |
| 18 | 2014 | Douglas Kra Senior Vice President, Global Customer Success | 329.0K | 70.8K | 200.0K | 200.0K | 108.1K | 27.3K | 935.3K | 42.78% | ↗ |
| 19 | 2014 | Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President | 380.0K | 13.7K | 175.0K | 175.0K | 155.8K | 26.3K | 925.8K | 37.81% | ↗ |
| 20 | 2014 | Michael Pyle Senior Vice President, Engineering | 324.0K | 17.0K | 256.3K | 175.0K | 66.4K | 21.6K | 860.3K | 50.14% | ↗ |
| 21 | 2014 | Alan Trefler Chairman and Chief Executive Officer | 419.0K | — | — | — | 309.6K | 22.9K | 751.5K | 0.00% | ↗ |
| 22 | 2013 | Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President | 80.0K | 250.0K | 1.50M | 509.0K | 36.2K | 5.5K | 2.38M | 84.39% | ↗ |
| 23 | 2013 | Alan Trefler Chairman and Chief Executive Officer | 400.0K | — | — | — | 323.8K | 23.0K | 746.8K | 0.00% | ↗ |
| 24 | 2013 | Leon Trefler Senior Vice President, Sales | 300.0K | 170.2K | — | — | 53.9K | 16.5K | 540.6K | 0.00% | ↗ |
| 25 | 2013 | Leon Trefler Senior Vice President, Global Customer Success | 300.0K | 170.2K | — | — | 53.9K | 16.5K | 540.6K | 0.00% | ↗ |
| 26 | 2013 | Douglas Kra Senior Vice President, Pega Consulting | 310.0K | 39.8K | — | — | 139.4K | 27.5K | 516.7K | 0.00% | ↗ |
| 27 | 2013 | Douglas Kra Senior Vice President, Global Customer Success | 310.0K | 39.8K | — | — | 139.4K | 27.5K | 516.7K | 0.00% | ↗ |
| 28 | 2013 | Michael Pyle Senior Vice President, Engineering | 305.0K | 14.8K | 76.3K | — | 68.5K | 21.8K | 486.4K | 15.68% | ↗ |
| 29 | 2013 | Craig Dynes Chief Financial Officer and Senior Vice President | 78.0K | — | — | — | — | 19.0K | 97.0K | 0.00% | ↗ |
| 30 | 2012 | Leon Trefler Senior Vice President, Sales | 285.0K | 191.5K | 125.0K | 420.4K | 46.7K | 24.6K | 1.09M | 49.89% | ↗ |
| 31 | 2012 | Leon Trefler Senior Vice President, Global Customer Success | 285.0K | 191.5K | 125.0K | 420.4K | 46.7K | 24.6K | 1.09M | 49.89% | ↗ |
| 32 | 2012 | Douglas Kra Senior Vice President, Global Customer Success | 300.0K | 15.5K | 100.0K | 395.4K | 122.9K | 25.7K | 959.6K | 51.63% | ↗ |
| 33 | 2012 | Douglas Kra Senior Vice President, Pega Consulting | 300.0K | 15.5K | 100.0K | 395.4K | 122.9K | 25.7K | 959.6K | 51.63% | ↗ |
| 34 | 2012 | Michael Pyle Senior Vice President, Engineering | 295.0K | 16.2K | 173.8K | 346.2K | 60.4K | 20.3K | 911.9K | 57.02% | ↗ |
| 35 | 2012 | Craig Dynes Chief Financial Officer and Senior Vice President | 340.0K | 21.0K | 100.0K | 100.0K | 139.3K | 25.5K | 725.8K | 27.56% | ↗ |
| 36 | 2012 | Alan Trefler Chairman and Chief Executive Officer | 390.0K | — | — | — | 287.6K | 21.3K | 698.9K | 0.00% | ↗ |
| 37 | 2011 | Leon Trefler Senior Vice President, Sales | 275.0K | 203.4K | 118.6K | 90.0K | 30.1K | 26.1K | 743.2K | 28.07% | ↗ |
| 38 | 2011 | Craig Dynes Chief Financial Officer and Senior Vice President | 325.0K | 17.5K | 90.9K | 90.0K | 154.3K | 26.1K | 703.7K | 25.70% | ↗ |
| 39 | 2011 | Alan Trefler Chairman and Chief Executive Officer | 375.0K | — | — | — | 299.1K | 21.8K | 695.9K | 0.00% | ↗ |
| 40 | 2011 | Douglas Kra Senior Vice President, Pega Consulting | 290.0K | 15.4K | 90.9K | 90.0K | 144.9K | 26.0K | 657.1K | 27.52% | ↗ |
| 41 | 2011 | Douglas Kra Senior Vice President, Client Success | 290.0K | — | 90.9K | 90.0K | 160.3K | 26.0K | 657.1K | 27.52% | ↗ |
| 42 | 2011 | Michael Pyle Senior Vice President, Engineering | 285.0K | 4.6K | 147.6K | 75.0K | 64.0K | 21.6K | 597.8K | 37.25% | ↗ |
| 43 | 2010 | Leon Trefler Senior Vice President, Sales | 250.0K | — | 149.8K | 125.0K | 202.0K | 24.5K | 751.4K | 36.58% | ↗ |
| 44 | 2010 | Alan Trefler Chairman and Chief Executive Officer | 344.0K | — | — | — | 247.9K | 20.2K | 612.2K | 0.00% | ↗ |
| 45 | 2010 | Craig Dynes Chief Financial Officer and Senior Vice President | 313.0K | — | 25.0K | 25.0K | 145.8K | 24.7K | 533.6K | 9.38% | ↗ |
| 46 | 2010 | Douglas Kra Senior Vice President, Pega Consulting | 275.0K | — | 25.0K | 25.0K | 133.2K | 24.7K | 482.9K | 10.36% | ↗ |
| 47 | 2010 | Douglas Kra Senior Vice President, Client Success | 275.0K | — | 25.0K | 25.0K | 133.2K | 24.7K | 482.9K | 10.36% | ↗ |
| 48 | 2010 | Douglas Kra Senior Vice President, Global Services | 275.0K | — | 25.0K | 25.0K | 133.2K | 24.7K | 482.9K | 10.36% | ↗ |
| 49 | 2010 | Michael Pyle Senior Vice President, Engineering | 270.0K | — | 91.9K | 25.0K | 74.8K | 20.2K | 482.0K | 24.27% | ↗ |
| 50 | 2009 | Craig Dynes Chief Financial Officer and Senior Vice President | 288.0K | — | 45.0K | 45.0K | 158.8K | 22.1K | 558.9K | 16.11% | ↗ |
| 51 | 2009 | Alan Trefler Chairman and Chief Executive Officer | 288.0K | — | — | — | 220.2K | 18.1K | 526.3K | 0.00% | ↗ |
| 52 | 2009 | Douglas Kra Senior Vice President, Client Success | 260.0K | — | 40.0K | 40.0K | 146.8K | 22.1K | 508.8K | 15.72% | ↗ |
| 53 | 2009 | Douglas Kra Senior Vice President, Global Services | 260.0K | — | 40.0K | 40.0K | 146.8K | 22.1K | 508.8K | 15.72% | ↗ |
| 54 | 2009 | Douglas Kra Senior Vice President of Global Services | 260.0K | — | 40.0K | 40.0K | 146.8K | 22.1K | 508.8K | 15.72% | ↗ |
| 55 | 2009 | Max Mayer Senior Vice President of Corporate Development | 255.0K | — | 103.3K | 40.0K | 74.8K | 22.0K | 495.0K | 28.95% | ↗ |
| 56 | 2009 | Michael Pyle Senior Vice President, Engineering | 255.0K | — | 103.3K | 40.0K | 74.8K | 18.3K | 491.3K | 29.17% | ↗ |
| 57 | 2008 | Edward Hughes Senior Vice President of Global Sales | 240.0K | — | 50.8K | 101.4K | 108.0K | 242.8K | 742.9K | 20.48% | ↗ |
| 58 | 2008 | Craig Dynes Chief Financial Officer and Senior Vice President | 273.0K | — | 68.0K | 26.6K | 129.6K | 21.9K | 519.1K | 18.21% | ↗ |
| 59 | 2008 | Douglas Kra Vice President of Global Services | 250.0K | — | 35.4K | 67.0K | 118.7K | 21.8K | 492.9K | 20.78% | ↗ |
| 60 | 2008 | Alan Trefler Chairman and Chief Executive Officer | 275.0K | — | — | — | 195.8K | 17.7K | 488.5K | 0.00% | ↗ |
| 61 | 2008 | Max Mayer Senior Vice President of Corporate Development | 250.0K | — | 124.8K | 26.6K | 64.1K | 20.5K | 486.0K | 31.15% | ↗ |
| 62 | 2008 | Douglas Kra Senior Vice President, Global Services | 250.0K | — | 68.0K | 26.6K | 118.7K | 21.8K | 485.1K | 19.49% | ↗ |
| 63 | 2008 | Douglas Kra Senior Vice President of Global Services | 250.0K | — | 68.0K | 26.6K | 118.7K | 21.8K | 485.1K | 19.49% | ↗ |
| 64 | 2008 | Michael Pyle Senior Vice President, Engineering | 250.0K | — | 116.2K | 21.3K | 59.3K | 17.7K | 464.5K | 29.60% | ↗ |
| 65 | 2007 | Craig Dynes Chief Financial Officer and Senior Vice President | 255.0K | — | 93.7K | 90.7K | 118.6K | 20.8K | 578.8K | 31.86% | ↗ |
| 66 | 2007 | Edward Hughes Senior Vice President of Global Sales | 250.0K | — | 1.2K | 129.8K | 171.8K | 19.4K | 572.2K | 22.89% | ↗ |
| 67 | 2007 | Douglas Kra Senior Vice President of Global Services | 230.0K | — | 93.7K | 90.7K | 107.0K | 20.7K | 542.1K | 34.02% | ↗ |
| 68 | 2007 | Michael Pyle Senior Vice President, Engineering | 230.0K | — | 93.7K | 90.7K | 107.0K | 17.0K | 538.4K | 34.25% | ↗ |
| 69 | 2007 | Alan Trefler Chairman and Chief Executive Officer | 225.0K | — | — | — | 209.3K | 17.0K | 451.3K | 0.00% | ↗ |
| 70 | 2007 | Douglas Kra Vice President of Global Services | 230.0K | — | 1.6K | 45.6K | 107.0K | 20.7K | 404.9K | 11.67% | ↗ |
| 71 | 2006 | Edward Hughes Senior Vice President of Global Sales | 214.1K | — | — | 202.8K | 180.7K | 18.0K | 615.6K | 32.94% | ↗ |
| 72 | 2006 | Alan Trefler Chairman and Chief Executive Officer | 225.0K | — | — | — | 225.0K | 17.8K | 467.8K | 0.00% | ↗ |
| 73 | 2006 | Douglas Kra Vice President of Global Services | 210.0K | — | — | 64.5K | 94.5K | 18.9K | 387.9K | 16.63% | ↗ |
| 74 | 2006 | Michael Pyle Senior Vice President, Engineering | 215.0K | — | — | 48.5K | 96.8K | 17.6K | 377.8K | 12.83% | ↗ |
| 75 | 2006 | Michael Pyle Vice President of Product Development | 215.0K | — | — | 48.5K | 96.8K | 17.6K | 377.8K | 12.83% | ↗ |
| 76 | 2006 | Shawn Hoyt Vice President and General Counsel | 199.6K | — | — | 30.8K | 59.9K | 18.6K | 308.9K | 9.98% | ↗ |
| 77 | 2006 | Craig Dynes Chief Financial Officer | 79.6K | — | — | 81.0K | 31.9K | 5.8K | 198.3K | 40.83% | ↗ |
| 78 | 2006 | Craig Dynes Chief Financial Officer and Senior Vice President | 79.6K | — | — | 81.0K | 31.9K | 5.8K | 198.3K | 40.83% | ↗ |
| 79 | 2006 | Christopher Sullivan Chief Financial Officer | 110.4K | — | — | 58.2K | — | 5.3K | 174.0K | 33.48% | ↗ |
| 80 | 2005 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer | 244.0K | 80.2K | — | 35.0K | — | — | 359.2K | 9.75% | ↗ |
| 81 | 2005 | Alan Trefler Chief Executive Officer and Chairman | 200.0K | 154.2K | — | — | — | — | 354.2K | 0.00% | ↗ |
| 82 | 2005 | Michael R. Pyle Senior Vice President of Product Development | 208.0K | 68.3K | — | 20.0K | — | — | 296.3K | 6.75% | ↗ |
| 83 | 2005 | Douglas Kra Vice President of Global Services | 200.0K | 58.4K | — | 20.0K | — | — | 278.4K | 7.18% | ↗ |
| 84 | 2005 | Michael J. Wallrich Senior Vice President, Global Sales | 126.0K | — | — | — | — | 125.0K | 251.0K | 0.00% | ↗ |
| 85 | 2004 | Henry Ancona President and Chief Operating Officer | 325.0K | 126.8K | — | 50.0K | — | — | 501.8K | 9.97% | ↗ |
| 86 | 2004 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer | 244.0K | 65.9K | — | 75.0K | — | — | 384.9K | 19.49% | ↗ |
| 87 | 2004 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer | 244.0K | 65.9K | — | 75.0K | — | — | 384.9K | 19.49% | ↗ |
| 88 | 2004 | Alan Trefler Chairman and Chief Executive Officer | 200.0K | 126.8K | — | — | — | — | 326.8K | 0.00% | ↗ |
| 89 | 2004 | Alan Trefler Chief Executive Officer and Chairman | 200.0K | 126.8K | — | — | — | — | 326.8K | 0.00% | ↗ |
| 90 | 2004 | Michael R. Pyle Senior Vice President of Product Development | 208.0K | 56.2K | — | 50.0K | — | — | 314.2K | 15.92% | ↗ |
| 91 | 2004 | Michael J. Wallrich Senior Vice President, Global Sales | 32.2K | 14.7K | — | 140.0K | — | — | 186.9K | 74.92% | ↗ |
| 92 | 2004 | Douglas Kra Vice President of Global Services | 33.3K | 18.3K | — | 80.0K | — | — | 131.7K | 60.76% | ↗ |
| 93 | 2003 | Henry Ancona President and Chief Operating Officer | 325.0K | 146.3K | — | 100.0K | — | — | 571.3K | 17.51% | ↗ |
| 94 | 2003 | Joseph J. Friscia Executive Vice President of Applications | 268.0K | 100.0K | — | 50.0K | — | — | 418.0K | 11.96% | ↗ |
| 95 | 2003 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer | 244.0K | 73.2K | — | 50.0K | — | — | 367.2K | 13.62% | ↗ |
| 96 | 2003 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer | 244.0K | 73.2K | — | 50.0K | — | — | 367.2K | 13.62% | ↗ |
| 97 | 2003 | Alan Trefler Chairman and Chief Executive Officer | 200.0K | 146.3K | — | — | — | — | 346.3K | 0.00% | ↗ |
| 98 | 2003 | Alan Trefler Chief Executive Officer and Chairman | 200.0K | 146.3K | — | — | — | — | 346.3K | 0.00% | ↗ |
| 99 | 2003 | Michael R. Pyle Senior Vice President of Product Development | 208.0K | 73.2K | — | 40.0K | — | — | 321.2K | 12.45% | ↗ |
| 100 | 2002 | Henry Ancona President and Chief Operating Officer | 129.0K | 60.0K | — | 500.0K | — | — | 689.0K | 72.57% | ↗ |
| 101 | 2002 | Richard H. Jones Vice Chairman | 187.5K | 100.0K | — | — | — | 93.8K | 381.3K | 0.00% | ↗ |
| 102 | 2002 | Joseph J. Friscia Executive Vice President and General Manager of Applications | 264.0K | 71.0K | — | — | — | — | 335.0K | 0.00% | ↗ |
| 103 | 2002 | Joseph J. Friscia Executive Vice President of Applications | 264.0K | 71.0K | — | — | — | — | 335.0K | 0.00% | ↗ |
| 104 | 2002 | Alan Trefler Chairman and Chief Executive Officer | 200.0K | 110.0K | — | — | — | — | 310.0K | 0.00% | ↗ |
| 105 | 2002 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer | 239.5K | 64.5K | — | — | — | — | 304.0K | 0.00% | ↗ |
| 106 | 2002 | Michael R. Pyle Senior Vice President of Product Development | 204.0K | 55.0K | — | — | — | — | 259.0K | 0.00% | ↗ |
| 107 | 2002 | Kenneth Olson Senior Vice President of Advanced Technology | 169.0K | 45.5K | — | — | — | — | 214.5K | 0.00% | ↗ |
| 108 | 2001 | Richard H. Jones Vice Chairman | 250.0K | 125.0K | — | 100.0K | — | 75.0K | 550.0K | 18.18% | ↗ |
| 109 | 2001 | Joseph J. Friscia Executive Vice President of Applications | 255.0K | 80.0K | — | 30.0K | — | — | 365.0K | 8.22% | ↗ |
| 110 | 2001 | Joseph J. Friscia Executive Vice President and General Manager of Applications | 255.0K | 80.0K | — | 30.0K | — | — | 365.0K | 8.22% | ↗ |
| 111 | 2001 | Michael R. Pyle Senior Vice President of Product Development | 177.5K | 70.0K | — | 40.0K | — | — | 287.5K | 13.91% | ↗ |
| 112 | 2001 | Alan Trefler Chairman and Chief Executive Officer | 200.0K | 70.0K | — | — | — | — | 270.0K | 0.00% | ↗ |
| 113 | 2001 | Kenneth Olson Senior Vice President of Advanced Technology | 155.0K | 50.0K | — | 30.0K | — | — | 235.0K | 12.77% | ↗ |
| 114 | 2001 | Christopher J. Sullivan Senior Vice President, Chief Financial Officer | 108.6K | 50.0K | — | 75.0K | — | — | 233.6K | 32.11% | ↗ |
| 115 | 2000 | Richard H. Jones Vice Chairman | 250.0K | — | — | — | — | 74.5K | 324.5K | 0.00% | ↗ |
| 116 | 2000 | Joseph J. Friscia Executive Vice President and General Manager of Applications | 200.0K | — | — | 50.0K | — | 60.6K | 310.6K | 16.10% | ↗ |
| 117 | 2000 | Michael R. Pyle Senior Vice President of Product Development | 155.0K | 3.1K | — | 50.0K | — | 1.6K | 209.7K | 23.84% | ↗ |
| 118 | 2000 | Alan Trefler Chairman and Chief Executive Officer | 200.0K | — | — | — | — | — | 200.0K | 0.00% | ↗ |
| 119 | 2000 | Kenneth Olson Senior Vice President of Advanced Technology | 145.0K | 3.0K | — | 40.0K | — | 11.5K | 199.5K | 20.05% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alan Trefler | Founder, Chief Executive Officer & Chairman of the Board | 1M | male |
| Leon Trefler | Chief of Clients & Markets | 1M | male |
| John Higgins | Chief of Client & Partner Success | 996.9K | male |
| Kenneth R. Stillwell Jr. | Chief Operating Officer & Chief Financial Officer | 890.8K | male |
| Kerim Akgonul | Chief Product Officer | 736.5K | male |
| Efstathios A. Kouninis | Chief Accounting Officer, Vice President of Finance & Treasurer | — | male |
| David Vidoni | Chief Information Officer | — | male |
| Don Schuerman | Chief Technology Officer and Vice President of Marketing & Technology Strategy | — | male |
| Benjamin Ostapuk | Chief Legal Officer | — | male |
| Peter Welburn | Vice President of Investor Relations | — | male |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2022-07-19 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-05 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-04-19 | 2022-05-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-11 | 2022-05-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-02-17 | 2022-03-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-02-14 | 2022-03-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-01-20 | 2022-02-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-10-13 | 2020-11-09 | Greg Gianforte | MT00 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2019-04-24 | 2019-05-18 | Greg Gianforte | MT00 | Joint | Purchase | $100,001 - $250,000 | ↗ |
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Community Opinion for PEGA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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