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Alan Trefler

American businessman

MassachusettsTechnology

AIProfile Summary

Alan Trefler is an American businessman based in Massachusetts, born in 1956, with an estimated net worth of ~$4.2B Wikidata. He is tied to Pegasystems Inc. (PEGA), and the SEC records show he has filed 169 forms in total, including 167 insider filings SEC EDGAR.

Business & SEC Activity

SEC records link Alan Trefler to Pegasystems Inc. (PEGA) and show a large volume of insider activity, with 167 insider filings among 169 total filings SEC EDGAR. The recent filings include Form 4 and Form 144. Form 4 reports changes in insider ownership, while Form 144 is a notice of proposed sale of securities SEC EDGAR.

Philanthropy

The Trefler Foundation, based in Needham, Massachusetts, reported $5,041,485 in assets for tax year 2023 and paid $1,169,920 in grants ProPublica 990. It reported $1,253,343 in revenue and $1,769,618 in expenses for the year ProPublica 990.

Political Activity

FEC records show one contribution totaling $1,000 on 2005-06-28, all of it to FRIENDS OF PATRICK J. KENNEDY INC. FEC. The full amount went to a Democratic recipient FEC.

AI-generated summary from fec, wikidata, sec_edgar, gdelt, propublica_990 6/27/2026 (gpt-5.4-mini). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

$5.0MFoundation Assets
$1.2MGrants Paid
1Foundation
Trefler FoundationNeedham, MA
Private grantmaking foundation (IRS NTEE T20Z)
Assets: $5.0MRevenue: $1.3MGrants: $1.2MTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$1KTotal Contributed
1Contributions
2005–2005Date Range

By Party

DEM
$1K

Top Recipients

FRIENDS OF PATRICK J. KENNEDY INC.$1K
Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

169Total Filings
167Insider Filings
2,431EDGAR Mentions
0001032235Personal CIK

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

144xsl144X01/primary_doc.xml
6/15/2026
4FORM 4
3/5/2026
4FORM 4
3/3/2026
4FORM 4
2/19/2026
144xsl144X01/primary_doc.xml
2/17/2026
144xsl144X01/primary_doc.xml
2/17/2026
4FORM 4
1/23/2026
4FORM 4
12/22/2025
4FORM 4
12/19/2025
144xsl144X01/primary_doc.xml
12/17/2025
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

C
36.2
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
9%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
88%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source. View on Wikidata

Alan Trefler — Public Benefit Score C (36) | Billionaire Army