Tapewire

Nasdaq · USD

PCTY

Paylocity Holding Corp

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Tapewire entity
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

Insider transactions

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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
February 24, 2023 Filed Feb 28, 2023 21:15 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 2,747 $196.27 $539,153.69
Disclosure

SEC source: 0001591698-23-000037 · wf-form4_167761889156691.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,435,623

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $195.74 to $196.68, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5 and 6 of this Form 4.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 400 $207.04 $82,816.00
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,438,370

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $206.88 to $207.12, inclusive.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 1,755 $206.18 $361,845.90
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,438,770

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $205.75 to $206.64, inclusive.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 21,200 $205.01 $4,346,212.00
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,440,525

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $204.70 to $205.65, inclusive.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 5,339 $204.29 $1,090,704.31
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,461,725

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $203.69 to $204.68, inclusive.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 18,610 $203.04 $3,778,574.40
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,467,064

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $202.65 to $203.65, inclusive.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:22 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 11,749 $202.30 $2,376,822.70
Disclosure

SEC source: 0001591698-23-000035 · wf-form4_167753291826563.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,485,674

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.64 to $202.64, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5, 6 and 7 of this Form 4.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:05 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
Tax withholdingCommon Stock, par value $0.001 553 $217.06 $120,034.18
Disclosure

SEC source: 0001591698-23-000028 · wf-form4_167666786079168.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,754,533

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:08 UTC
Williams Toby J.Director · President and Co-CEO
Tax withholdingCommon Stock, par value $0.001 695 $217.06 $150,856.70
Disclosure

SEC source: 0001591698-23-000033 · wf-form4_167666807566206.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,481

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:07 UTC
Glenn RyanCFO and Treasurer
SaleCommon Stock, par value $0.001 1,250 $214.95 $268,687.50
Disclosure

SEC source: 0001591698-23-000032 · wf-form4_167666803054130.xml · nonDerivative · entry 2

Glenn Ryan · CIK 0001910963 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,288

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 12, 2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:07 UTC
Glenn RyanCFO and Treasurer
Tax withholdingCommon Stock, par value $0.001 246 $217.06 $53,396.76
Disclosure

SEC source: 0001591698-23-000032 · wf-form4_167666803054130.xml · nonDerivative · entry 1

Glenn Ryan · CIK 0001910963 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,538

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:07 UTC
Scutt JoshuaSenior Vice President Sales
Tax withholdingCommon Stock, par value $0.001 232 $217.06 $50,357.92
Disclosure

SEC source: 0001591698-23-000031 · wf-form4_167666798952908.xml · nonDerivative · entry 1

Scutt Joshua · CIK 0001955160 · Senior Vice President Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,655

F1 · balance_after: Includes the impact of a de minimus adjustment to securities beneficially owned as reported on the Reporting Person's Form 3 filed on December 5, 2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:05 UTC
Lohani RachitChief Technology Officer
Tax withholdingCommon Stock, par value $0.001 270 $217.06 $58,606.20
Disclosure

SEC source: 0001591698-23-000029 · wf-form4_167666791356265.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,568

F1 · balance_after: Includes 76 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 11/15/2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:06 UTC
Rost NicholasVP & Chief Accounting Officer
Tax withholdingCommon Stock, par value $0.001 52 $217.06 $11,287.12
Disclosure

SEC source: 0001591698-23-000030 · wf-form4_167666795097000.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,438

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:03 UTC
Williams Toby J.Director · President and Co-CEO
SaleCommon Stock, par value $0.001 2,887 $219.40 $633,407.80
Disclosure

SEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,176

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.75, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:03 UTC
Williams Toby J.Director · President and Co-CEO
SaleCommon Stock, par value $0.001 1,242 $218.33 $271,165.86
Disclosure

SEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,063

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.99 to $218.99, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:03 UTC
Williams Toby J.Director · President and Co-CEO
SaleCommon Stock, par value $0.001 510 $217.29 $110,817.90
Disclosure

SEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,305

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $216.81 to $217.78, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:03 UTC
Williams Toby J.Director · President and Co-CEO
SaleCommon Stock, par value $0.001 2,392 $216.30 $517,389.60
Disclosure

SEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,815

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $215.71 to $216.68, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:03 UTC
Williams Toby J.Director · President and Co-CEO
SaleCommon Stock, par value $0.001 969 $214.96 $208,296.24
Disclosure

SEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,207

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $214.53 to $215.40, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5 and 6 of this Form 4.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 574 $220.73 $126,699.02
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,497,423

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $220.51 to $220.89, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 3,732 $219.83 $820,405.56
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,497,997

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.45 to $220.34, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 2,245 $219.01 $491,677.45
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,501,729

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $218.44 to $219.43, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 4,171 $217.63 $907,734.73
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,503,974

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.37 to $218.20, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 44,582 $216.82 $9,666,269.24
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,508,145

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $216.36 to $217.36, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 13,771 $216.03 $2,974,949.13
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,552,727

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $215.35 to $216.35, inclusive.

Read SEC document
February 14, 2023 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 5,925 $214.89 $1,273,223.25
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,566,498

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $214.33 to $215.32, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5, 6, 7 and 8 of this Form 4.

Read SEC document
February 03, 2023 Filed Feb 7, 2023 21:33 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,098 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · derivative · entry 6

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,568

Underlying: Common Stock, par value $0.001 · 2,098 shares

Expires 2024-03-18

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
February 03, 2023 Filed Feb 7, 2023 21:33 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
SaleCommon Stock, par value $0.001 1,255 $235.00 $294,925.00
Disclosure

SEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 3

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,755,086

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022.

Read SEC document
February 03, 2023 Filed Feb 7, 2023 21:33 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
Tax withholdingCommon Stock, par value $0.001 843 $235.00 $198,105.00
Disclosure

SEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 2

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,756,341

Read SEC document
February 03, 2023 Filed Feb 7, 2023 21:33 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
Exercise / conversionCommon Stock, par value $0.001 2,098 $17.00 $35,666.00
Disclosure

SEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,757,184

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: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022.

Read SEC document
February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment
Beauchamp Steven RDirector · Co-Chief Executive Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,950 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · derivative · entry 6

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,716

Underlying: Common Stock, par value $0.001 · 1,950 shares

Expires 2024-03-18

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: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction.

Read SEC document
February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment
Beauchamp Steven RDirector · Co-Chief Executive Officer
SaleCommon Stock, par value $0.001 1,255 $235.00 $294,925.00
Disclosure

SEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 3

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,755,086

F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022.

Read SEC document
February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment
Beauchamp Steven RDirector · Co-Chief Executive Officer
Tax withholdingCommon Stock, par value $0.001 695 $235.00 $163,325.00
Disclosure

SEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 2

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,756,341

F1 · shares: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction.

Read SEC document
February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment
Beauchamp Steven RDirector · Co-Chief Executive Officer
Exercise / conversionCommon Stock, par value $0.001 1,950 $17.00 $33,150.00
Disclosure

SEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,757,036

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: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction.

F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 21:21 UTC GiftCommon Stock, par value $0.001 1,660 $0.00 $0.00
Disclosure

SEC source: 0001591698-22-000216 · wf-form4_167148464122484.xml · nonDerivative · entry 1

CARNAHAN ELLEN · CIK 0001037175 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,541

Read SEC document
December 06, 2022 Filed Dec 13, 2022 21:05 UTC GiftCommon Stock, par value $0.001 346 $0.00 $0.00
Disclosure

SEC source: 0001591698-22-000214 · wf-form4_167096553015980.xml · nonDerivative · entry 1

WATERS RONALD V · CIK 0001163222 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,267

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December 02, 2022 Filed Feb 16, 2023 21:02 UTC
Sarowitz Steven IDirector · 10% owner
GiftCommon Stock, par value $0.001 400,000 $0.00 $0.00
Disclosure

SEC source: 0001591698-23-000020 · wf-form4_167658134302347.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,572,423

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December 01, 2022 Filed Dec 5, 2022 21:10 UTC
Ross KatherineSr Vice President Operations
GrantMarket Stock Units · Derivative 3,134 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001591698-22-000212 · wf-form4_167027462994967.xml · derivative · entry 2

Ross Katherine · CIK 0001953869 · Sr Vice President Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,134

Underlying: Common Stock, par value $0.001 · 3,134 shares

Expires not disclosed

F2 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on December 1, 2025. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan.

F3 · derivative.exercise_date: Represents the vesting and release date for these awards.

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

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December 01, 2022 Filed Dec 5, 2022 21:10 UTC
Ross KatherineSr Vice President Operations
GrantCommon Stock, par value $0.001 12,537 $0.00 $0.00
Disclosure

SEC source: 0001591698-22-000212 · wf-form4_167027462994967.xml · nonDerivative · entry 1

Ross Katherine · CIK 0001953869 · Sr Vice President Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,537

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 2014 Equity Incentive Plan.

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November 15, 2022 Filed Nov 17, 2022 21:09 UTC
Beauchamp Steven RDirector · Co-Chief Executive Officer
Tax withholdingCommon Stock, par value $0.001 834 $213.61 $178,150.74
Disclosure

SEC source: 0001591698-22-000201 · wf-form4_166871933053643.xml · nonDerivative · entry 1

Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,755,086

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November 15, 2022 Filed Nov 17, 2022 21:09 UTC
Williams Toby J.Director · President and Co-CEO
Tax withholdingCommon Stock, par value $0.001 921 $213.61 $196,734.81
Disclosure

SEC source: 0001591698-22-000202 · wf-form4_166871935331474.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,213

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November 15, 2022 Filed Nov 17, 2022 21:08 UTC
Lohani RachitChief Technology Officer
Tax withholdingCommon Stock, par value $0.001 348 $213.61 $74,336.28
Disclosure

SEC source: 0001591698-22-000200 · wf-form4_166871930890078.xml · nonDerivative · entry 1

Lohani Rachit · CIK 0001884429 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,762

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November 15, 2022 Filed Nov 17, 2022 21:08 UTC
Rost NicholasVP & Chief Accounting Officer
Tax withholdingCommon Stock, par value $0.001 44 $213.61 $9,398.84
Disclosure

SEC source: 0001591698-22-000199 · wf-form4_166871928164141.xml · nonDerivative · entry 1

Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,490

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November 15, 2022 Filed Nov 17, 2022 21:07 UTC
Glenn RyanCFO and Treasurer
Tax withholdingCommon Stock, par value $0.001 332 $213.61 $70,918.52
Disclosure

SEC source: 0001591698-22-000198 · wf-form4_166871926281285.xml · nonDerivative · entry 1

Glenn Ryan · CIK 0001910963 · CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,784

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November 15, 2022 Filed Nov 29, 2022 21:14 UTC Amendment
Williams Toby J.Director · President and Co-CEO
Tax withholdingCommon Stock, par value $0.001 958 $213.61 $204,638.38
Disclosure

SEC source: 0001591698-22-000204 · wf-form4a_166975647765150.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,176

F1 · shares: This amendment is being filed to correct the amount of shares reported in the Form 4 filed on November 17, 2022 with respect to the tax withholding of shares upon the vesting of restricted stock units and to correct the total amount of securities beneficially owned following the reported transaction.

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November 10, 2022 Filed Nov 14, 2022 21:17 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 300 $215.05 $64,515.00
Disclosure

SEC source: 0001591698-22-000192 · wf-form4_166846046801703.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,972,423

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2021.

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November 10, 2022 Filed Nov 14, 2022 21:17 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 720 $214.09 $154,144.80
Disclosure

SEC source: 0001591698-22-000192 · wf-form4_166846046801703.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,972,723

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2021.

F13 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $213.76 to $214.58, inclusive.

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November 10, 2022 Filed Nov 14, 2022 21:17 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 6,611 $213.12 $1,408,936.32
Disclosure

SEC source: 0001591698-22-000192 · wf-form4_166846046801703.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,973,443

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2021.

F12 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $212.74 to $213.74, inclusive.

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November 10, 2022 Filed Nov 14, 2022 21:17 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 11,971 $212.24 $2,540,725.04
Disclosure

SEC source: 0001591698-22-000192 · wf-form4_166846046801703.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,980,054

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2021.

F11 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $211.73 to $212.70, inclusive.

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November 10, 2022 Filed Nov 14, 2022 21:17 UTC
Sarowitz Steven IDirector · 10% owner
SaleCommon Stock, par value $0.001 17,559 $211.11 $3,706,880.49
Disclosure

SEC source: 0001591698-22-000192 · wf-form4_166846046801703.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,992,025

F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2021.

F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $210.69 to $211.69, inclusive.

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