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 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $213.09 | $21,309.00 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,392,963 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,100 | $212.25 | $233,475.00 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,393,063 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $212.08 to $212.80, inclusive. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,111 | $211.37 | $1,291,682.07 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,394,163 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $211.05 to $212.02, inclusive. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,565 | $210.58 | $3,277,677.70 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,400,274 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $210.04 to $211.04, inclusive. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,736 | $209.66 | $573,629.76 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,415,839 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $209.01 to $210.00, inclusive. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 250 | $208.51 | $52,127.50 |
DisclosureSEC source: 0001591698-24-000314 · wk-form4_1731445752.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,418,575 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $208.00 to $208.83, 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 and 6 of this Form 4. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 484 | $213.93 | $103,542.12 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 12 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,418,825 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F13 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $213.91 to $213.96, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,113 | $213.43 | $1,518,127.59 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 11 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,419,309 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F12 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $212.90 to $213.89, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,382 | $212.43 | $930,868.26 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 10 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,426,422 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F11 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $211.89 to $212.89, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,380 | $211.22 | $1,347,583.60 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 9 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,430,804 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $210.84 to $211.78, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,929 | $210.40 | $1,668,261.60 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 8 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,437,184 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $209.83 to $210.83, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,001 | $209.36 | $418,929.36 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,445,113 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $208.78 to $209.68, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,150 | $208.26 | $447,759.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,447,114 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $207.76 to $208.73, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,800 | $207.21 | $372,978.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,449,264 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $206.71 to $207.67, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 600 | $206.06 | $123,636.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,451,064 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $205.67 to $206.67, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 700 | $204.32 | $143,024.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,451,664 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $203.83 to $204.64, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 600 | $203.13 | $121,878.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,452,364 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $202.74 to $203.34, inclusive. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $201.92 | $100,960.00 |
DisclosureSEC source: 0001591698-24-000302 · wk-form4_1731100289.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,452,964 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.65 to $202.27, 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, 7, 8, 9, 10, 11, 12 and 13 of this Form 4. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 801 | $197.08 | $157,861.08 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,453,464 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $197.01 to $197.19, inclusive. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,807 | $196.60 | $1,928,056.20 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,454,265 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $196.00 to $197.00, inclusive. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,699 | $195.51 | $332,171.49 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,464,072 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $194.98 to $195.98, inclusive. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,500 | $194.51 | $1,069,805.00 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,465,771 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $193.96 to $194.92, inclusive. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 600 | $193.22 | $115,932.00 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,471,271 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $192.87 to $193.60, inclusive. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 600 | $191.85 | $115,110.00 |
DisclosureSEC source: 0001591698-24-000290 · wk-form4_1731013394.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,471,871 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.39 to $192.19, 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 |
| November 04, 2024 Filed Nov 6, 2024 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,700 | $192.31 | $519,237.00 |
DisclosureSEC source: 0001591698-24-000286 · wk-form4_1730927566.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,472,471 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $192.08 to $192.97, inclusive. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 11,265 | $191.54 | $2,157,698.10 |
DisclosureSEC source: 0001591698-24-000286 · wk-form4_1730927566.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,475,171 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.07 to $192.07, inclusive. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,900 | $190.51 | $361,969.00 |
DisclosureSEC source: 0001591698-24-000286 · wk-form4_1730927566.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,486,436 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $189.96 to $190.89, inclusive. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 400 | $189.05 | $75,620.00 |
DisclosureSEC source: 0001591698-24-000286 · wk-form4_1730927566.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,488,336 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.81 to $189.41, 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 |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,153 | $191.81 | $796,586.93 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,488,736 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.69 to $192.25, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 11,202 | $191.25 | $2,142,382.50 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,492,889 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $190.68 to $191.68, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,173 | $190.20 | $413,304.60 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,504,091 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $189.66 to $190.66, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,747 | $188.54 | $894,999.38 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,506,264 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.09 to $189.09, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,465 | $187.82 | $275,156.30 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,511,011 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $187.08 to $188.08, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 680 | $186.45 | $126,786.00 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,512,476 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $186.05 to $186.95, inclusive. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 404 | $185.68 | $75,014.72 |
DisclosureSEC source: 0001591698-24-000281 · wk-form4_1730840476.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,513,156 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.00 to $185.98, 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, 7 and 8 of this Form 4. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 843 | $191.72 | $161,619.96 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,513,560 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.54 to $192.30, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,931 | $190.93 | $368,685.83 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,514,403 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $190.50 to $191.38, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,573 | $190.01 | $488,895.73 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,516,334 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $189.46 to $190.45, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,625 | $189.06 | $874,402.50 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,518,907 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $188.43 to $189.39, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,753 | $187.84 | $892,803.52 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,523,532 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $187.37 to $188.37, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,239 | $186.67 | $1,351,304.13 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,528,285 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $186.31 to $187.31, inclusive. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,826 | $185.29 | $523,629.54 |
DisclosureSEC source: 0001591698-24-000279 · wk-form4_1730754146.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,535,524 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.00 to $185.98, 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, 7 and 8 of this Form 4. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000190 · wk-form4_1724098060.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,538,350 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 2023 Equity Incentive Plan. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 5,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000130 · wk-form4_1718222801.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,537,012 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000057 · wk-form4_1709240520.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Jessica P. Sarowitz Declaration of Trust Disclosed balance after: 20,000 F1 · shares: These securities were transferred by the reporting person as a gift to the Jessica P. Sarowitz Declaration of Trust (the "Trust") for the benefit of the reporting person's spouse. The reporting person's spouse is trustee of the Trust. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000057 · wk-form4_1709240520.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,542,376 F1 · shares: These securities were transferred by the reporting person as a gift to the Jessica P. Sarowitz Declaration of Trust (the "Trust") for the benefit of the reporting person's spouse. The reporting person's spouse is trustee of the Trust. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,565 | $176.11 | $275,612.15 |
DisclosureSEC source: 0001591698-24-000055 · wk-form4_1708635780.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,562,376 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $176.01 to $176.79, inclusive. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,285 | $175.47 | $927,358.95 |
DisclosureSEC source: 0001591698-24-000055 · wk-form4_1708635780.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,563,941 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $175.00 to $176.00, 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 2 and 3 of this Form 4. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,831 | $178.37 | $504,965.47 |
DisclosureSEC source: 0001591698-24-000049 · wk-form4_1708549282.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,569,226 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $178.05 to $178.66, inclusive. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,740 | $177.51 | $1,551,437.40 |
DisclosureSEC source: 0001591698-24-000049 · wk-form4_1708549282.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,572,057 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $177.04 to $178.04, inclusive. 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.