Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | SVP of Product and Technology | August 16, 2021 | August 18, 2021 |
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 16, 2021 · Filed August 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 52,834 |
Ending reported balance
After 2021-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-16 · Grant · Acquired 9,609 · Balance 59,669 F1: Represents performance-based restricted stock units (PRSUs) awarded pursuant to the Issuer's 2014 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PRSU upon vesting. The PRSUs vest on August 15, 2022, subject to continued service through the vesting date. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Row 2 · 2021-08-16 · Tax withholding · Disposed 6,835 · Balance 52,834 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock units (PRSUs) awarded pursuant to the Issuer's 2014 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PRSU upon vesting. The PRSUs vest on August 15, 2022, subject to continued service through the vesting date. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity 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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 3, 2020 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 1,001 | $35.28 | $35,315.28 |
DisclosureSEC source: 0001562180-20-001997 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,951 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 5, 2019. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 13,999 | $24.80 | $347,175.20 |
DisclosureSEC source: 0001562180-20-001997 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,950 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 5, 2019. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,001 | $0.00 Strike: $24.80 | $0.00 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · derivative · entry 10 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,999 Underlying: Common Stock, par value $0.001 · 1,001 shares Expires 2024-08-18 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 |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,666 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · derivative · entry 9 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 6,666 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 |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,333 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · derivative · entry 8 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 7,333 shares Expires 2023-07-08 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 |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1 | $126.28 | $126.28 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 7 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,951 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 5, 2019. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,975 | $125.31 | $372,797.25 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 6 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,952 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 5, 2019. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $124.85 to $125.85, inclusive. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,682 | $124.09 | $705,079.38 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 5 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,927 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 5, 2019. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $123.83 to $124.73, 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 and 3 of this Form 4. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,342 | $125.67 | $796,999.14 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,609 Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 1,001 | $24.80 | $24,824.80 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,951 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 5, 2019. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 6,666 | $17.00 | $113,322.00 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,950 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 5, 2019. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 7,333 | $7.04 | $51,624.32 |
DisclosureSEC source: 0001562180-20-000268 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,284 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 5, 2019. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,461 | $104.17 | $568,872.37 |
DisclosureSEC source: 0001562180-19-004431 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,951 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 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 9,382 | $97.22 | $912,118.04 |
DisclosureSEC source: 0001562180-19-004366 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,687 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 14,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004366 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,069 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, 2020. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,271 | $110.66 | $251,308.86 |
DisclosureSEC source: 0001562180-19-004271 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,121 Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · derivative · entry 8 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,333 Underlying: Common Stock, par value $0.001 · 15,000 shares Expires 2023-07-08 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 |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,068 | $99.87 | $306,401.16 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 7 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,392 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $99.56 to $99.92, inclusive. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,009 | $99.19 | $199,272.71 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 6 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,460 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $98.55 to $99.45, inclusive. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $96.49 | $9,649.00 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 5 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,469 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 562 | $93.75 | $52,687.50 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,569 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $93.71 to $93.97, inclusive. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,029 | $93.50 | $189,711.50 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,131 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 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 $92.70 to $93.70, 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 and 5 of this Form 4. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 7,232 | $100.22 | $724,791.04 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,160 Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 15,000 | $7.04 | $105,600.00 |
DisclosureSEC source: 0001562180-19-003277 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,392 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 June 15, 2018. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,750 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · derivative · entry 6 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,333 Underlying: Common Stock, par value $0.001 · 18,750 shares Expires 2023-07-08 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 |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,990 | $87.99 | $263,090.10 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · nonDerivative · entry 5 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,392 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $87.83 to $88.11, inclusive. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,430 | $87.15 | $386,074.50 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · nonDerivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,382 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $86.70 to $87.57, inclusive. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,861 | $86.07 | $332,316.27 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,812 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 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 $85.65 to $86.64, 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 and 4 of this Form 4. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 7,469 | $87.57 | $654,060.33 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,673 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 18,750 | $7.04 | $132,000.00 |
DisclosureSEC source: 0001562180-19-001581 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,142 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 June 15, 2018. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-18-004805 · primarydocument.xml · derivative · entry 5 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,083 Underlying: Common Stock, par value $0.001 · 11,250 shares Expires 2023-07-08 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 |
| December 03, 2018 Filed Dec 4, 2018 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,001 | $67.94 | $271,827.94 |
DisclosureSEC source: 0001562180-18-004805 · primarydocument.xml · nonDerivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,392 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $67.46 to $68.08, inclusive. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,608 | $66.94 | $107,639.52 |
DisclosureSEC source: 0001562180-18-004805 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,393 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 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 $66.29 to $67.23, 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 and 3 of this Form 4. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,641 | $67.08 | $378,398.28 |
DisclosureSEC source: 0001562180-18-004805 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,001 Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 11,250 | $7.04 | $79,200.00 |
DisclosureSEC source: 0001562180-18-004805 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,642 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 June 15, 2018. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 20:44 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-18-003837 · primarydocument.xml · derivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,333 Underlying: Common Stock, par value $0.001 · 15,000 shares Expires 2023-07-08 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 04, 2018 Filed Sep 5, 2018 20:44 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,614 | $78.90 | $600,744.60 |
DisclosureSEC source: 0001562180-18-003837 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,392 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 15, 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 $78.60 to $79.23, 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 |
| September 04, 2018 Filed Sep 5, 2018 20:44 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 7,386 | $79.44 | $586,743.84 |
DisclosureSEC source: 0001562180-18-003837 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,006 Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 20:44 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 15,000 | $7.04 | $105,600.00 |
DisclosureSEC source: 0001562180-18-003837 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,392 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 June 15, 2018. Read SEC document |
| August 18, 2018 Filed Aug 21, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 776 | $68.92 | $53,481.92 |
DisclosureSEC source: 0001562180-18-003740 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,392 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 | 5,605 | $68.07 | $381,532.35 |
DisclosureSEC source: 0001562180-18-003740 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,168 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 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,437 | $67.00 | $163,279.00 |
DisclosureSEC source: 0001562180-18-003689 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,723 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 | 8,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003689 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,160 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 | 18,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003689 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,970 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 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,380 | $63.92 | $279,969.60 |
DisclosureSEC source: 0001562180-18-003615 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,065 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 |
| June 01, 2018 Filed Jun 5, 2018 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 26,250 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-18-002867 · primarydocument.xml · derivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,333 Underlying: Common Stock, par value $0.001 · 26,250 shares Expires 2023-07-08 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 |
| June 01, 2018 Filed Jun 5, 2018 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 14,287 | $59.92 | $856,077.04 |
DisclosureSEC source: 0001562180-18-002867 · primarydocument.xml · nonDerivative · entry 3 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,885 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on May 19, 2017. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $59.51 to $60.14, 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 |
| June 01, 2018 Filed Jun 5, 2018 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 11,963 | $59.75 | $714,789.25 |
DisclosureSEC source: 0001562180-18-002867 · primarydocument.xml · nonDerivative · entry 2 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,172 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 26,250 | $7.04 | $184,800.00 |
DisclosureSEC source: 0001562180-18-002867 · primarydocument.xml · nonDerivative · entry 1 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,135 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 May 19, 2017. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:38 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001562180-18-001334 · primarydocument.xml · derivative · entry 4 Gaty Edward W · CIK 0001597866 · SVP of Product and Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,583 Underlying: Common Stock, par value $0.001 · 11,250 shares Expires 2023-07-08 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.