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 01, 2018 Filed Mar 1, 2018 21:38 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,747 | $46.33 | $312,588.51 |
DisclosureSEC source: 0001562180-18-001334 · 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 $46.17 to $46.76, 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 |
| March 01, 2018 Filed Mar 1, 2018 21:38 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,503 | $46.77 | $210,605.31 |
DisclosureSEC source: 0001562180-18-001334 · 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: 111,632 Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:38 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 11,250 | $7.04 | $79,200.00 |
DisclosureSEC source: 0001562180-18-001334 · 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: 116,135 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 |
| December 01, 2017 Filed Dec 4, 2017 21:09 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: 0001562180-17-003732 · 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: 104,833 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 01, 2017 Filed Dec 4, 2017 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,062 | $45.82 | $231,940.84 |
DisclosureSEC source: 0001562180-17-003732 · 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 $45.63 to $46.07, 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 |
| December 01, 2017 Filed Dec 4, 2017 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,188 | $46.14 | $285,514.32 |
DisclosureSEC source: 0001562180-17-003732 · 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: 109,947 Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 11,250 | $7.04 | $79,200.00 |
DisclosureSEC source: 0001562180-17-003732 · 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: 116,135 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 |
| September 01, 2017 Filed Sep 5, 2017 20:24 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: 0001562180-17-002834 · 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: 116,083 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 |
| September 01, 2017 Filed Sep 5, 2017 20:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,185 | $48.92 | $253,650.20 |
DisclosureSEC source: 0001562180-17-002834 · 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 $48.44 to $49.16, 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. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 20:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,065 | $49.14 | $298,034.10 |
DisclosureSEC source: 0001562180-17-002834 · 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: 110,070 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 20:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 11,250 | $7.04 | $79,200.00 |
DisclosureSEC source: 0001562180-17-002834 · 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: 116,135 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 |
| August 18, 2017 Filed Aug 21, 2017 20:54 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 566 | $45.10 | $25,526.60 |
DisclosureSEC source: 0001562180-17-002779 · 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: 104,885 Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 20:54 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,777 | $46.16 | $82,026.32 |
DisclosureSEC source: 0001562180-17-002779 · 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: 105,451 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:57 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 10,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002706 · 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: 107,228 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 20:57 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002706 · 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: 96,278 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 20:57 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,656 | $45.00 | $74,520.00 |
DisclosureSEC source: 0001562180-17-002706 · 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: 74,278 Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001961 · 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: 6,667 Underlying: Common Stock, par value $0.001 · 10,000 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 |
| May 15, 2017 Filed May 16, 2017 20:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,257 | $44.78 | $190,628.46 |
DisclosureSEC source: 0001562180-17-001961 · 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: 75,934 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.55 to $44.95, 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. Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,743 | $44.64 | $256,367.52 |
DisclosureSEC source: 0001562180-17-001961 · 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: 80,191 Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 10,000 | $17.00 | $170,000.00 |
DisclosureSEC source: 0001562180-17-001961 · 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: 85,934 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.