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Alan Trefler

American businessman

MassachusettsTechnology
D
27
Giving Score
uses a net worth as of 2025
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AIProfile Summary

A net worth stated in this summary may be out of date.

Alan Trefler is an American businessman in Massachusetts, born in 1956, with an estimated net worth of ~$4.2B. Wikidata SEC records identify him as an insider associated with Pegasystems Inc. (PEGA). SEC EDGAR

Business & SEC Activity

SEC EDGAR lists 167 insider filings for Trefler involving Pegasystems Inc. (PEGA), including recent Form 4 filings in March 2026 and Form 144 filings in February and June 2026. SEC EDGAR Form 4 reports changes in an insider's ownership of company securities, while Form 144 is a notice that an affiliate may sell restricted or control securities. SEC EDGAR

Philanthropy

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

Political Activity

FEC records show one reported contribution totaling $1,000, made on June 28, 2005, to Friends of Patrick J. Kennedy Inc. FEC The full reported party breakdown was Democratic: $1,000. FEC

These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.

AI-generated summary from propublica_990, gdelt, sec_edgar, wikidata, fec — 9/13/2026 (gpt-5.6-terra). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

Foundations are matched to a person by name, not by trustee records — so a same-surname family foundation can land here in error. Every entity below links to its full IRS filing; if one doesn’t belong, tell us at hello@skylarkcreations.com and we’ll pull it.

$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 8/1/2026) (proPublica_990)Dispute

FECPolitical Contributions

$1KTotal Contributed
1Contributions
2005–2005Date Range

By Party

Democratic
$1K

Top Recipients

FRIENDS OF PATRICK J. KENNEDY INC.$1K

Matched by name only. These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.

Source: FEC — contribution filings · latest on record (retrieved 9/12/2026) (fec)Dispute

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)Dispute

SCOREScore Breakdown

D
27
Giving score
uses a net worth as of 2025

The giving score 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

Data coverage35% weight
63%

How much sourced public record we hold about this person — net worth, SEC filings, foundation 990s, news coverage, Wikidata. It measures our coverage, not how open the person is. Each further kind of record scores higher, up to eight. Political donation records matched to a person by name alone are not counted: they may belong to someone else with the same name. From October 7, 2026, our own AI-written summary and the profile photo are not counted either — neither is a public record — so grades that leaned on them moved down that day.

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

Formula (v2): Giving score = 65% x Philanthropy + 35% x Data coverage

Scored on 10/16/2026 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