Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Angel Studios, Inc.ANGX · Entity 1495 | Director | September 11, 2026 | September 14, 2026 |
| Paylocity Holding CorpPCTY · Entity 301 | Director · 10% owner | August 28, 2026 | September 01, 2026 |
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.
Angel Studios, Inc.
Report date September 11, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 1,329,488 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Purchase · Acquired 88,647 · Balance 1,329,488 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.2750 to $5.4000, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.2750 to $5.4000, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
Paylocity Holding Corp
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 4,448,395 |
Ending reported balance
After 2026-08-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-28 · Sale · Disposed 1,210 · Balance 4,452,285 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 15, 2025. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $157.33 to $158.33, 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. Row 2 · 2026-08-28 · Sale · Disposed 3,885 · Balance 4,448,400 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 15, 2025. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $158.34 to $159.24, inclusive. Row 3 · 2026-08-28 · Sale · Disposed 5 · Balance 4,448,395 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 15, 2025. |
| Common Stock, par value $0.001SEC Table I · non-derivative | IndirectBy Jessica P. Sarowitz Declaration of Trust | 3,916,476 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,916,476 |
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 December 15, 2025.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $157.33 to $158.33, 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.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $158.34 to $159.24, inclusive.
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 |
|---|---|---|---|---|---|---|
| November 09, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 984 | $63.50 | $62,484.00 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 145,000 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.34 to $63.66, inclusive. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,916 | $62.72 | $496,491.52 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 145,984 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.33 to $63.27, inclusive. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,100 | $61.79 | $933,029.00 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 153,900 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 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 $61.31 to $62.31, 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 5, 6 and 7 of this Form 4. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,778 | $64.48 | $501,525.44 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 169,000 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 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 $64.07 to $64.97, inclusive. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,900 | $63.66 | $566,574.00 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 176,778 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 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 $63.06 to $64.06, inclusive. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 31,822 | $62.59 | $1,991,738.98 |
DisclosureSEC source: 0001562180-18-004520 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 185,678 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 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 $62.05 to $63.05, 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 |
| November 06, 2018 Filed Nov 7, 2018 22:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 200 | $62.76 | $12,552.00 |
DisclosureSEC source: 0001562180-18-004449 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,735,730 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 22:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 35,721 | $61.91 | $2,211,487.11 |
DisclosureSEC source: 0001562180-18-004449 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,735,930 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.71 to $62.58, inclusive. Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 22:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 44,079 | $61.44 | $2,708,213.76 |
DisclosureSEC source: 0001562180-18-004449 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,771,651 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 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 $60.70 to $61.70, 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 and 3 of this Form 4. 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 | 1,121 | $66.74 | $74,815.54 |
DisclosureSEC source: 0001562180-18-003691 · primarydocument.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 217,500 F5 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.19 to $67.16, inclusive. 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 | 2,379 | $65.50 | $155,824.50 |
DisclosureSEC source: 0001562180-18-003691 · primarydocument.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 218,621 F5 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.18 to $66.14, 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 footnotes 6 and 7 of this Form 4. 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 | 1,136 | $66.73 | $75,805.28 |
DisclosureSEC source: 0001562180-18-003691 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,815,730 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.19 to $67.08, inclusive. 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 | 3,740 | $65.68 | $245,643.20 |
DisclosureSEC source: 0001562180-18-003691 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,816,866 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.18 to $66.14, 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 footnotes 3 and 4 of this Form 4. 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 | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003691 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,820,606 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. 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 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $67.00 | $33,500.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 20 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 221,000 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,755 | $66.33 | $580,719.15 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 19 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 221,500 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F20 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.95 to $66.95, inclusive. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,509 | $65.61 | $230,225.49 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 18 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 230,255 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F19 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.93 to $65.93, inclusive. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,700 | $64.36 | $109,412.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 17 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 233,764 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F18 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.77 to $64.77, 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 18, 19 and 20 of this Form 4. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,524 | $66.99 | $102,092.76 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 16 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,818,006 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F17 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.96 to $67.00, inclusive. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10,285 | $66.35 | $682,409.75 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 15 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,819,530 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F16 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.95 to $66.95, inclusive. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,968 | $65.68 | $326,298.24 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 14 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,829,815 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F15 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.94 to $65.93, inclusive. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,720 | $64.36 | $110,699.20 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 13 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,834,783 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F14 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.79 to $64.74, 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 14, 15, 16 and 17 of this Form 4. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $68.50 | $6,850.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 12 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 235,464 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,011 | $67.38 | $337,641.18 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 11 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 235,564 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F13 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $67.01 to $68.00, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,831 | $66.57 | $321,599.67 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 10 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 240,575 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F12 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.00 to $67.00, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,900 | $65.37 | $254,943.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 9 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 245,406 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F11 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.99 to $65.99, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,045 | $64.23 | $452,500.35 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 8 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 249,306 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.98 to $64.97, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 33,649 | $63.50 | $2,136,711.50 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 256,351 F8 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the Julian Grace Foundation on May 14, 2018. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.97 to $63.97, 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 9, 10, 11, 12 and 13 of this Form 4. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 400 | $68.17 | $27,268.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,836,503 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $68.04 to $68.50, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,593 | $67.33 | $376,576.69 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,836,903 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $67.01 to $67.72, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,824 | $66.55 | $321,037.20 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,842,496 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.00 to $67.00, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,139 | $65.37 | $270,566.43 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,847,320 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.99 to $65.99, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,279 | $64.25 | $467,675.75 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,851,459 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.98 to $64.97, inclusive. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 34,392 | $63.50 | $2,183,892.00 |
DisclosureSEC source: 0001562180-18-003611 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,858,738 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 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 $62.97 to $63.97, 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 |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,500 | $57.56 | $86,340.00 |
DisclosureSEC source: 0001562180-18-002416 · primarydocument.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,893,130 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 14,531 | $56.77 | $824,924.87 |
DisclosureSEC source: 0001562180-18-002416 · primarydocument.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,894,630 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $56.37 to $57.27, inclusive. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 26,342 | $55.80 | $1,469,883.60 |
DisclosureSEC source: 0001562180-18-002416 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,909,161 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $55.36 to $56.36, inclusive. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 25,291 | $55.08 | $1,393,028.28 |
DisclosureSEC source: 0001562180-18-002416 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,935,503 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $54.35 to $55.35, inclusive. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 12,336 | $53.95 | $665,527.20 |
DisclosureSEC source: 0001562180-18-002416 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,960,794 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 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 $53.32 to $54.25, 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 |
| March 15, 2018 Filed Mar 15, 2018 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 290,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001640 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the Julian Grace Foundation Disclosed balance after: 290,000 F1 · shares: Reflects a donative gift of shares from the Reporting Person to the Julian Grace Foundation, an Illinois not for profit corporation. Read SEC document |
| March 15, 2018 Filed Mar 15, 2018 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 290,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001640 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,973,130 F1 · shares: Reflects a donative gift of shares from the Reporting Person to the Julian Grace Foundation, an Illinois not for profit corporation. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 21:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 14,122 | $46.50 | $656,673.00 |
DisclosureSEC source: 0001562180-18-001285 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,263,130 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.50 to $46.52, 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 3. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,338 | $46.54 | $108,810.52 |
DisclosureSEC source: 0001562180-18-001285 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,277,252 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 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 $46.50 to $46.61, 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 |
| February 21, 2018 Filed Feb 22, 2018 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,540 | $46.50 | $164,610.00 |
DisclosureSEC source: 0001562180-18-001116 · primarydocument.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,279,590 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.50 to $46.55, 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 4. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 55,013 | $45.14 | $2,483,286.82 |
DisclosureSEC source: 0001562180-18-001116 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,283,130 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.73 to $45.70, inclusive. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,987 | $44.52 | $222,021.24 |
DisclosureSEC source: 0001562180-18-001116 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,338,143 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 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 $43.72 to $44.72 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 |
| November 21, 2017 Filed Nov 21, 2017 22:57 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 559,297 | $46.14 | $25,805,963.58 |
DisclosureSEC source: 0001562180-17-003659 · primarydocument.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by the Julian Grace Foundation Disclosed balance after: 0 Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 22:57 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 736,845 | $46.14 | $33,998,028.30 |
DisclosureSEC source: 0001562180-17-003659 · primarydocument.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,343,130 Read SEC document |
| August 15, 2017 Filed Aug 15, 2017 23:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,536 | $46.05 | $70,732.80 |
DisclosureSEC source: 0001562180-17-002694 · primarydocument.xml · nonDerivative · entry 10 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,076,362 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 12, 2016. F12 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.01 to $46.19, inclusive. Read SEC document |
| August 15, 2017 Filed Aug 15, 2017 23:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,164 | $45.68 | $281,571.52 |
DisclosureSEC source: 0001562180-17-002694 · primarydocument.xml · nonDerivative · entry 9 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,077,898 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 12, 2016. F11 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.00 to $46.00 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 footnotes 11 and 12 of this Form 4. 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.