person · Reporting owner
Saunders-McClendon Karen E.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | VP, Chief Human Resources Offi | July 14, 2023 | July 18, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PAYCHEX INC
Report date July 14, 2023 · Filed July 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,895 |
Ending reported balance
After 2023-07-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-07-14 · Tax withholding · Disposed 359 · Balance 3,570 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units. Row 2 · 2023-07-15 · Grant · Acquired 1,365 · Balance 4,935 F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Row 3 · 2023-07-15 · Grant · Acquired 2,960 · Balance 7,895 F3: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 9,123 |
Reported balance
After 2023-07-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-07-15 · Grant · Acquired 9,123 · Balance 9,123 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 7,585 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,585 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 8,507 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,507 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units.
F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
F3: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 15, 2023 Filed Jul 18, 2023 18:49 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 9,123 | $120.86 Strike: $120.86 | $1,102,605.78 |
DisclosureSEC source: 0001209191-23-042534 · doc4.xml · derivative · entry 4 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,123 Underlying: Common Stock · 9,123 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 18, 2023 18:49 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 2,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042534 · doc4.xml · nonDerivative · entry 3 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,895 F3 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2023 Filed Jul 18, 2023 18:49 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042534 · doc4.xml · nonDerivative · entry 2 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,935 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 18:49 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 359 | $120.86 | $43,388.74 |
DisclosureSEC source: 0001209191-23-042534 · doc4.xml · nonDerivative · entry 1 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,570 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units. Read SEC document |
| April 14, 2023 Filed Apr 17, 2023 19:51 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 215 | $107.92 | $23,202.80 |
DisclosureSEC source: 0001209191-23-024475 · doc4.xml · nonDerivative · entry 1 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,929 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:50 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 8,507 | $115.00 Strike: $115.00 | $978,305.00 |
DisclosureSEC source: 0001209191-22-042530 · doc4.xml · derivative · entry 3 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,507 Underlying: Common Stock · 8,507 shares Expires 2032-07-14 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:50 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042530 · doc4.xml · nonDerivative · entry 2 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,144 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:50 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 198 | $115.00 | $22,770.00 |
DisclosureSEC source: 0001209191-22-042530 · doc4.xml · nonDerivative · entry 1 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| April 15, 2022 Filed Apr 18, 2022 19:48 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 203 | $136.69 | $27,748.07 |
DisclosureSEC source: 0001209191-22-024615 · doc4.xml · nonDerivative · entry 1 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,994 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:04 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,585 | $112.67 Strike: $112.67 | $854,601.95 |
DisclosureSEC source: 0001209191-21-047141 · doc4.xml · derivative · entry 2 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,585 Underlying: Common Stock · 7,585 shares Expires 2031-07-14 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:04 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047141 · doc4.xml · nonDerivative · entry 1 Saunders-McClendon Karen E. · CIK 0001856503 · VP, Chief Human Resources Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,197 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. 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.