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Nasdaq · USD

PCTY

Paylocity Holding Corp

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301
SEC CIK
0001591698
Parsed reports
826

Last 12 months

Inside the activity.

0 purchase rows · 76 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202501
Jan 202600
Feb 2026010
Mar 202601
Apr 202600
May 202602
Jun 202602
Jul 202600
Aug 2026051
Sep 202605
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Beauchamp Steven RDirector · Executive Chairman
Exercise / conversionMarket Stock Units · Derivative 18,927 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · derivative · entry 5

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 18,927 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Beauchamp Steven RDirector · Executive Chairman
Tax withholdingCommon Stock, par value $0.001 3,354 $156.53 $525,001.62
Disclosure

SEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · nonDerivative · entry 2

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,747,261

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Beauchamp Steven RDirector · Executive Chairman
Exercise / conversionCommon Stock, par value $0.001 7,571 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,750,615

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 16, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:16 UTC
Lohani RachitChief Technology Officer
Exercise / conversionMarket Stock Units · Derivative 3,509 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · derivative · entry 3

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 3,509 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units converted to restricted units upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:16 UTC
Lohani RachitChief Technology Officer
Exercise / conversionCommon Stock, par value $0.001 3,509 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · nonDerivative · entry 2

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,273

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:16 UTC
Lohani RachitChief Technology Officer
Exercise / conversionCommon Stock, par value $0.001 1,404 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,764

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents unvested restricted stock units ("RSUs") converted from Market Stock Units granted on October 1, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. The RSUs will vest on October 1, 2024, subject to the Reporting Person's continued employment.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Cappotelli AndrewSr Vice President Operations
Exercise / conversionMarket Stock Units · Derivative 939 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · derivative · entry 3

Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 939 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Cappotelli AndrewSr Vice President Operations
Tax withholdingCommon Stock, par value $0.001 148 $156.53 $23,166.44
Disclosure

SEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · nonDerivative · entry 2

Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,764

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Cappotelli AndrewSr Vice President Operations
Exercise / conversionCommon Stock, par value $0.001 376 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · nonDerivative · entry 1

Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,912

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 16, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Scutt JoshuaSenior Vice President Sales
Exercise / conversionMarket Stock Units · Derivative 1,690 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000234 · wk-form4_1726172136.xml · derivative · entry 4

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 1,690 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Scutt JoshuaSenior Vice President Sales
Exercise / conversionCommon Stock, par value $0.001 1,690 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000234 · wk-form4_1726172136.xml · nonDerivative · entry 3

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,381

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Scutt JoshuaSenior Vice President Sales
Tax withholdingCommon Stock, par value $0.001 302 $156.53 $47,272.06
Disclosure

SEC source: 0001591698-24-000234 · wk-form4_1726172136.xml · nonDerivative · entry 2

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,691

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Scutt JoshuaSenior Vice President Sales
Exercise / conversionCommon Stock, par value $0.001 676 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000234 · wk-form4_1726172136.xml · nonDerivative · entry 1

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,993

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 15, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Williams Toby J.Director · President and CEO
Exercise / conversionMarket Stock Units · Derivative 5,633 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · derivative · entry 3

Williams Toby J. · CIK 0001716436 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 5,633 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Williams Toby J.Director · President and CEO
Tax withholdingCommon Stock, par value $0.001 1,089 $156.53 $170,461.17
Disclosure

SEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · nonDerivative · entry 2

Williams Toby J. · CIK 0001716436 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,716

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Williams Toby J.Director · President and CEO
Exercise / conversionCommon Stock, par value $0.001 2,254 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · nonDerivative · entry 1

Williams Toby J. · CIK 0001716436 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,805

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 15, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Glenn RyanChief Financial Officer
Exercise / conversionMarket Stock Units · Derivative 1,409 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000233 · wk-form4_1726172125.xml · derivative · entry 3

Glenn Ryan · CIK 0001910963 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 1,409 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Glenn RyanChief Financial Officer
Tax withholdingCommon Stock, par value $0.001 250 $156.53 $39,132.50
Disclosure

SEC source: 0001591698-24-000233 · wk-form4_1726172125.xml · nonDerivative · entry 2

Glenn Ryan · CIK 0001910963 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,634

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:15 UTC
Glenn RyanChief Financial Officer
Exercise / conversionCommon Stock, par value $0.001 564 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000233 · wk-form4_1726172125.xml · nonDerivative · entry 1

Glenn Ryan · CIK 0001910963 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,884

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 16, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment
Lohani RachitChief Technology Officer
Exercise / conversionMarket Stock Units · Derivative 3,509 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000251 · wk-form4a_1727985740.xml · derivative · entry 2

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 3,509 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F4 · derivative.exercise_date: The Market Stock Units converted to restricted units upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment
Lohani RachitChief Technology Officer
Exercise / conversionCommon Stock, par value $0.001 1,404 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000251 · wk-form4a_1727985740.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,764

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents unvested restricted stock units ("RSUs") converted from Market Stock Units granted on October 1, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. The RSUs will vest on October 1, 2024, subject to the Reporting Person's continued employment.

F2 · balance_after: This amendment is being filed to correct an inadvertent administrative error in the number of shares acquired as reported on the Form 4 filed on September 12, 2024 and to correct the total amount of securities beneficially owned following the reported transaction.

Read SEC document
September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment
Scutt JoshuaSenior Vice President Sales
Exercise / conversionMarket Stock Units · Derivative 1,690 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000250 · wk-form4a_1727985729.xml · derivative · entry 3

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 · 1,690 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024.

F4 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria.

F5 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date.

Read SEC document
September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment
Scutt JoshuaSenior Vice President Sales
Tax withholdingCommon Stock, par value $0.001 302 $156.53 $47,272.06
Disclosure

SEC source: 0001591698-24-000250 · wk-form4a_1727985729.xml · nonDerivative · entry 2

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,691

F2 · balance_after: This amendment is being filed to correct an inadvertent administrative error in the number of shares acquired as reported on the Form 4 filed on September 12, 2024 and to correct the total amount of securities beneficially owned following the reported transactions.

Read SEC document
September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment
Scutt JoshuaSenior Vice President Sales
Exercise / conversionCommon Stock, par value $0.001 676 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000250 · wk-form4a_1727985729.xml · nonDerivative · entry 1

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,993

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 15, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 20:03 UTC
Cappotelli AndrewSr Vice President Operations
Tax withholdingCommon Stock, par value $0.001 51 $161.40 $8,231.40
Disclosure

SEC source: 0001591698-24-000224 · wk-form4_1725566617.xml · nonDerivative · entry 1

Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,536

Read SEC document
August 20, 2024 Filed Aug 22, 2024 20:07 UTC
Rost NicholasVP CAO & Treasurer
SaleCommon Stock, par value $0.001 130 $151.39 $19,680.70
Disclosure

SEC source: 0001591698-24-000217 · wk-form4_1724357217.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP CAO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,977

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 13, 2024.

Read SEC document
August 20, 2024 Filed Aug 22, 2024 20:06 UTC
Scutt JoshuaSenior Vice President Sales
SaleCommon Stock, par value $0.001 949 $151.39 $143,669.11
Disclosure

SEC source: 0001591698-24-000216 · wk-form4_1724357207.xml · nonDerivative · entry 1

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,317

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 13, 2024.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 20:14 UTC
Rost NicholasVP CAO & Treasurer
SaleCommon Stock, par value $0.001 385 $153.19 $58,978.15
Disclosure

SEC source: 0001591698-24-000213 · wk-form4_1724271251.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP CAO & Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,107

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 13, 2024.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:02 UTC
Beauchamp Steven RDirector · Executive Chairman
Tax withholdingCommon Stock, par value $0.001 3,144 $155.95 $490,306.80
Disclosure

SEC source: 0001591698-24-000206 · wk-form4_1724184147.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,743,044

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:03 UTC
Rost NicholasVP CAO & Treasurer
Tax withholdingCommon Stock, par value $0.001 69 $155.95 $10,760.55
Disclosure

SEC source: 0001591698-24-000211 · wk-form4_1724184195.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP CAO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,492

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:03 UTC
Lohani RachitChief Technology Officer
SaleCommon Stock, par value $0.001 117 $153.72 $17,985.24
Disclosure

SEC source: 0001591698-24-000210 · wk-form4_1724184185.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,360

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:03 UTC
Cappotelli AndrewSr Vice President Operations
Tax withholdingCommon Stock, par value $0.001 208 $155.95 $32,437.60
Disclosure

SEC source: 0001591698-24-000209 · wk-form4_1724184176.xml · nonDerivative · entry 1

Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,587

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:02 UTC
Scutt JoshuaSenior Vice President Sales
Tax withholdingCommon Stock, par value $0.001 441 $155.95 $68,773.95
Disclosure

SEC source: 0001591698-24-000208 · wk-form4_1724184166.xml · nonDerivative · entry 1

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,266

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:02 UTC
Glenn RyanChief Financial Officer
Tax withholdingCommon Stock, par value $0.001 364 $155.95 $56,765.80
Disclosure

SEC source: 0001591698-24-000207 · wk-form4_1724184156.xml · nonDerivative · entry 1

Glenn Ryan · CIK 0001910963 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,320

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:02 UTC
Williams Toby J.Director · President and CEO
Tax withholdingCommon Stock, par value $0.001 1,588 $155.95 $247,648.60
Disclosure

SEC source: 0001591698-24-000205 · wk-form4_1724184137.xml · nonDerivative · entry 1

Williams Toby J. · CIK 0001716436 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,551

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:08 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000195 · wk-form4_1724098114.xml · nonDerivative · entry 1

Pederson Robin Le · CIK 0001806680 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,731

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:09 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000197 · wk-form4_1724098135.xml · nonDerivative · entry 1

WATERS RONALD V · CIK 0001163222 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,660

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 16:07 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000191 · wk-form4_1724098070.xml · nonDerivative · entry 1

Kenneth Bernard Robinson · CIK 0001806608 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,296

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:08 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000194 · wk-form4_1724098104.xml · nonDerivative · entry 1

Reiner Andres · CIK 0001434817 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,125

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:06 UTC
Beauchamp Steven RDirector · Executive Chairman
GrantMarket Stock Units · Derivative 2,275 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · derivative · entry 5

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,275

Underlying: Common Stock, par value $0.001 · 2,275 shares

Expires not disclosed

F2 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock.

F3 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives.

F4 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2024 and end November 30, 2026, February 28, 2027, May 31, 2027 and August 31, 2027, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly.

F5 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date.

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August 15, 2024 Filed Aug 19, 2024 20:06 UTC
Beauchamp Steven RDirector · Executive Chairman
Tax withholdingCommon Stock, par value $0.001 1,446 $151.43 $218,967.78
Disclosure

SEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · nonDerivative · entry 2

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,746,188

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:06 UTC
Beauchamp Steven RDirector · Executive Chairman
GrantCommon Stock, par value $0.001 6,690 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,747,634

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:07 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000189 · wk-form4_1724098050.xml · nonDerivative · entry 1

Breen Virginia G · CIK 0001234117 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,033

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:08 UTC
Conway CraigDirector
GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000192 · wk-form4_1724098082.xml · nonDerivative · entry 1

Conway Craig · CIK 0001340922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,884

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:08 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000193 · wk-form4_1724098092.xml · nonDerivative · entry 1

Breard Linda M. · CIK 0001510492 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,265

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:08 UTC GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000196 · wk-form4_1724098124.xml · nonDerivative · entry 1

Diehl Jeffrey T · CIK 0001597881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,160

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

F2 · shares: The reported RSUs are owned directly by Reporting Person, Jeffrey T. Diehl, who is a partner of Adams Street Partners, LLC. Adams Street Partners, LLC is the managing member of the general partner of Adams Street 2006 Direct Fund, L.P., Adams Street 2007 Direct Fund, L.P., Adams Street 2008 Direct Fund, L.P., Adams Street 2009 Direct Fund, L.P., Adams Street 2010 Direct Fund, L.P. and Adams Street Co-Investment Fund II, L.P. and the managing member of the general partner of the general partner of Adams Street 2011 Direct Fund LP and Adams Street 2012 Direct Fund LP (such funds collectively, the "Funds"). By agreement with the Funds, Mr. Diehl is deemed to hold the RSUs for the benefit of the Funds. Mr. Diehl disclaims beneficial ownership of the RSUs except to the extent of his pecuniary interest therein.

F2 · balance_after: The reported RSUs are owned directly by Reporting Person, Jeffrey T. Diehl, who is a partner of Adams Street Partners, LLC. Adams Street Partners, LLC is the managing member of the general partner of Adams Street 2006 Direct Fund, L.P., Adams Street 2007 Direct Fund, L.P., Adams Street 2008 Direct Fund, L.P., Adams Street 2009 Direct Fund, L.P., Adams Street 2010 Direct Fund, L.P. and Adams Street Co-Investment Fund II, L.P. and the managing member of the general partner of the general partner of Adams Street 2011 Direct Fund LP and Adams Street 2012 Direct Fund LP (such funds collectively, the "Funds"). By agreement with the Funds, Mr. Diehl is deemed to hold the RSUs for the benefit of the Funds. Mr. Diehl disclaims beneficial ownership of the RSUs except to the extent of his pecuniary interest therein.

F1 · ownership.direct: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

F2 · ownership.direct: The reported RSUs are owned directly by Reporting Person, Jeffrey T. Diehl, who is a partner of Adams Street Partners, LLC. Adams Street Partners, LLC is the managing member of the general partner of Adams Street 2006 Direct Fund, L.P., Adams Street 2007 Direct Fund, L.P., Adams Street 2008 Direct Fund, L.P., Adams Street 2009 Direct Fund, L.P., Adams Street 2010 Direct Fund, L.P. and Adams Street Co-Investment Fund II, L.P. and the managing member of the general partner of the general partner of Adams Street 2011 Direct Fund LP and Adams Street 2012 Direct Fund LP (such funds collectively, the "Funds"). By agreement with the Funds, Mr. Diehl is deemed to hold the RSUs for the benefit of the Funds. Mr. Diehl disclaims beneficial ownership of the RSUs except to the extent of his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:07 UTC
Sarowitz Steven IDirector · 10% owner
GrantCommon Stock, par value $0.001 1,338 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000190 · wk-form4_1724098060.xml · nonDerivative · entry 1

Sarowitz Steven I · CIK 0001597870 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,538,350

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:07 UTC
Rost NicholasVP CAO & Treasurer
Tax withholdingCommon Stock, par value $0.001 113 $151.43 $17,111.59
Disclosure

SEC source: 0001591698-24-000188 · wk-form4_1724098040.xml · nonDerivative · entry 2

Rost Nicholas · CIK 0001880681 · VP CAO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,561

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:07 UTC
Rost NicholasVP CAO & Treasurer
GrantCommon Stock, par value $0.001 4,014 $0.00 $0.00
Disclosure

SEC source: 0001591698-24-000188 · wk-form4_1724098040.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP CAO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,674

F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.

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August 15, 2024 Filed Aug 19, 2024 20:07 UTC
Lohani RachitChief Technology Officer
Tax withholdingCommon Stock, par value $0.001 771 $151.43 $116,752.53
Disclosure

SEC source: 0001591698-24-000187 · wk-form4_1724098028.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,477

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.