Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Sr Vice President - Operations | August 17, 2022 | August 19, 2022 |
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.
Paylocity Holding Corp
Report date August 17, 2022 · Filed August 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 38,737 |
Reported balance
After 2022-08-17 transaction · row 1
1 source rowRow 1 · 2022-08-17 · Sale · Disposed 106 · Balance 38,737 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 8, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 8, 2021.
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 |
|---|---|---|---|---|---|---|
| May 07, 2019 Filed May 8, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,843 | $97.11 | $178,973.73 |
DisclosureSEC source: 0001562180-19-002705 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,247 F1 · balance_after: Includes 218 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on November 15, 2018. Read SEC document |
| August 17, 2018 Filed Aug 21, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,193 | $68.07 | $149,277.51 |
DisclosureSEC source: 0001562180-18-003741 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,872 F1 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 414 | $66.44 | $27,506.16 |
DisclosureSEC source: 0001562180-18-003690 · primarydocument.xml · nonDerivative · entry 5 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,415 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 5, 2018. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,796 | $67.00 | $120,332.00 |
DisclosureSEC source: 0001562180-18-003690 · primarydocument.xml · nonDerivative · entry 4 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,829 Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 386 | $66.65 | $25,726.90 |
DisclosureSEC source: 0001562180-18-003690 · primarydocument.xml · nonDerivative · entry 3 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,625 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 5, 2018. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 7,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003690 · primarydocument.xml · nonDerivative · entry 2 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,011 F2 · 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 vest following fiscal year 2020 with the ultimate amount vested dependent upon the attainment of certain performance benchmarks. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 17,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003690 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,331 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 annually in four equal installments beginning on August 15, 2019. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:40 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,477 | $63.92 | $158,329.84 |
DisclosureSEC source: 0001562180-18-003617 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,611 F1 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. F2 · balance_after: Includes 246 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on May 15, 2018. Read SEC document |
| May 14, 2018 Filed May 15, 2018 21:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,971 | $57.65 | $286,578.15 |
DisclosureSEC source: 0001562180-18-002481 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,642 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 5, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $57.38 to $58.00, 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 this footnote 2. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,851 | $57.87 | $107,117.37 |
DisclosureSEC source: 0001562180-18-002415 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,613 Read SEC document |
| March 12, 2018 Filed Mar 12, 2018 20:43 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,200 | $54.44 | $174,208.00 |
DisclosureSEC source: 0001562180-18-001613 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,464 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 6, 2017. F2 · balance_after: Includes 274 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on November 15, 2017. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002707 · primarydocument.xml · nonDerivative · entry 3 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,390 F2 · 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 vest following fiscal year 2019 with the ultimate amount vested dependent upon the attainment of certain performance benchmarks. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 18,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002707 · primarydocument.xml · nonDerivative · entry 2 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,390 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 annually in four equal installments beginning on August 15, 2018. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,373 | $45.00 | $61,785.00 |
DisclosureSEC source: 0001562180-17-002707 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,190 Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,000 | $44.52 | $44,520.00 |
DisclosureSEC source: 0001562180-17-001958 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,563 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.50 to $44.55, 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 this footnote 1. F2 · balance_after: Includes 364 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on May 15, 2017. Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,976 | $43.74 | $86,430.24 |
DisclosureSEC source: 0001562180-17-001912 · primarydocument.xml · nonDerivative · entry 1 Kinsey Mark S · CIK 0001641033 · Sr Vice President - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,199 F1 · balance_after: Includes 205 and 348 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on May 16, 2016 and November 15, 2016, respectively. 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.