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 |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 21, 2024 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,094 | $176.73 | $370,072.62 |
DisclosureSEC source: 0001591698-24-000049 · wk-form4_1708549282.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,580,797 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 $176.03 to $177.03, 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 | 597 | $175.52 | $104,785.44 |
DisclosureSEC source: 0001591698-24-000049 · wk-form4_1708549282.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,582,891 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 $175.99, 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 |
| February 15, 2024 Filed Feb 20, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 679 | $176.34 | $119,734.86 |
DisclosureSEC source: 0001591698-24-000036 · wk-form4_1708462912.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,583,488 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 $176.03 to $176.56, inclusive. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,705 | $175.38 | $649,782.90 |
DisclosureSEC source: 0001591698-24-000036 · wk-form4_1708462912.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,584,167 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 12, 2024 Filed Feb 14, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,334 | $176.26 | $411,390.84 |
DisclosureSEC source: 0001591698-24-000021 · wk-form4_1707944549.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,587,872 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 $176.72, inclusive. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 22,170 | $175.39 | $3,888,396.30 |
DisclosureSEC source: 0001591698-24-000021 · wk-form4_1707944549.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,590,206 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 |
| December 04, 2023 Filed Dec 6, 2023 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,475 | $160.11 | $876,602.25 |
DisclosureSEC source: 0001591698-23-000284 · wk-form4_1701897042.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,612,376 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $160.00 to $160.38, 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 footnote 2 of this Form 4. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 20,197 | $160.07 | $3,232,933.79 |
DisclosureSEC source: 0001591698-23-000282 · wk-form4_1701810318.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,617,851 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $160.00 to $160.26, 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 footnote 2 of this Form 4. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,374 | $156.25 | $2,402,187.50 |
DisclosureSEC source: 0001591698-23-000272 · wk-form4_1701465024.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,638,048 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $156.01 to $156.85, inclusive. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 59,626 | $155.44 | $9,268,265.44 |
DisclosureSEC source: 0001591698-23-000272 · wk-form4_1701465024.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,653,422 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $155.00 to $156.00, 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 |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 561 | $152.14 | $85,350.54 |
DisclosureSEC source: 0001591698-23-000258 · wk-form4_1700255560.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,713,048 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $152.10 to $152.23, inclusive. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,257 | $151.43 | $644,637.51 |
DisclosureSEC source: 0001591698-23-000258 · wk-form4_1700255560.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,713,609 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $151.05 to $151.98, inclusive. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,982 | $150.58 | $599,609.56 |
DisclosureSEC source: 0001591698-23-000258 · wk-form4_1700255560.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,717,866 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.03 to $151.03, 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 14, 2023 Filed Nov 16, 2023 21:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 41,200 | $150.18 | $6,187,416.00 |
DisclosureSEC source: 0001591698-23-000242 · wk-form4_1700170255.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,721,848 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.00 to $150.77, 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 footnote 2 of this Form 4. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 368 | $204.85 | $75,384.80 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 8 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,763,048 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $204.69 to $204.99, inclusive. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,326 | $203.86 | $474,178.36 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,763,416 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $203.48 to $204.38, inclusive. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,684 | $202.71 | $341,363.64 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,765,742 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $202.24 to $203.24, inclusive. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,703 | $201.39 | $1,349,917.17 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,767,426 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.02 to $201.89, inclusive. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,997 | $200.57 | $2,005,098.29 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,774,129 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.01 to $201.00, 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 footnote 5, 6, 7, 8 and 9 of this Form 4. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 34,822 | $201.79 | $7,026,731.38 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,784,126 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.31 to $202.22, inclusive. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 22,112 | $200.81 | $4,440,310.72 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,818,948 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.29 to $201.29, inclusive. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,829 | $199.72 | $964,447.88 |
DisclosureSEC source: 0001591698-23-000170 · wk-form4_1693598712.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,841,060 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $199.28 to $200.28, 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 footnote 2, 3 and 4 of this Form 4. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,142 | $200.93 | $1,635,972.06 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,845,889 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.73 to $201.11, inclusive. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 26,291 | $200.21 | $5,263,721.11 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,854,031 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $199.72 to $200.71, inclusive. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,001 | $199.42 | $1,196,719.42 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,880,322 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $198.71 to $199.71, 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 footnote 5, 6 and 7 of this Form 4. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 400 | $201.19 | $80,476.00 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,886,323 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.17 to $201.19, inclusive. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,977 | $200.29 | $1,597,713.33 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,886,723 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.03 to $201.00, inclusive. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,626 | $199.76 | $3,121,449.76 |
DisclosureSEC source: 0001591698-23-000168 · wk-form4_1693426646.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,894,700 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $199.02 to $200.02, 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 footnote 2, 3 and 4 of this Form 4. Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 926 | $200.74 | $185,885.24 |
DisclosureSEC source: 0001591698-23-000166 · wk-form4_1692995602.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,910,326 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.39 to $201.08, 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 footnote 3 of this Form 4. Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,796 | $200.11 | $359,397.56 |
DisclosureSEC source: 0001591698-23-000166 · wk-form4_1692995602.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,911,252 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.00 to $200.40, 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 footnote 2 of this Form 4. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 130 | $193.97 | $25,216.10 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 7 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,913,048 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $193.97 to $193.99, inclusive. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 31,680 | $193.31 | $6,124,060.80 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 6 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,913,178 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $192.93 to $193.82, inclusive. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 17,267 | $192.57 | $3,325,106.19 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,944,858 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.92 to $192.92, inclusive. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,604 | $191.48 | $1,647,493.92 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,962,125 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $190.91 to $191.91, 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, 7 and 8 of this Form 4. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,579 | $191.84 | $2,988,675.36 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,970,729 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.58 to $192.31, inclusive. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,897 | $191.14 | $3,038,552.58 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,986,308 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $190.57 to $191.57, inclusive. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,770 | $190.34 | $336,901.80 |
DisclosureSEC source: 0001591698-23-000164 · wk-form4_1692734695.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,002,205 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $189.55 to $190.51, 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 |
| August 17, 2023 Filed Aug 21, 2023 20:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,208 | $194.14 | $428,661.12 |
DisclosureSEC source: 0001591698-23-000161 · wk-form4_1692649378.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,003,975 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $193.85 to $194.65, inclusive. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 20:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,578 | $193.28 | $1,464,675.84 |
DisclosureSEC source: 0001591698-23-000161 · wk-form4_1692649378.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,006,183 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $192.83 to $193.83, inclusive. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 20:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10,023 | $192.37 | $1,928,124.51 |
DisclosureSEC source: 0001591698-23-000161 · wk-form4_1692649378.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,013,761 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $191.82 to $192.82, 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 |
| August 16, 2023 Filed Aug 17, 2023 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,499 | $196.18 | $294,073.82 |
DisclosureSEC source: 0001591698-23-000156 · wk-form4_1692305565.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,023,784 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $195.88 to $196.48, inclusive. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10,687 | $195.36 | $2,087,812.32 |
DisclosureSEC source: 0001591698-23-000156 · wk-form4_1692305565.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,025,283 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $194.84 to $195.79, inclusive. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,078 | $194.03 | $403,194.34 |
DisclosureSEC source: 0001591698-23-000156 · wk-form4_1692305565.xml · nonDerivative · entry 2 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,035,970 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $193.65 to $194.62, 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, 4 and 5 of this Form 4. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 927 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000156 · wk-form4_1692305565.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,038,048 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 |
| June 15, 2023 Filed Jun 15, 2023 20:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 16,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000102 · wk-form4_1686859727.xml · nonDerivative · entry 3 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: 0 Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 16,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000102 · wk-form4_1686859727.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: 16,250 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 |
| June 13, 2023 Filed Jun 15, 2023 20:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 16,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000102 · wk-form4_1686859727.xml · nonDerivative · entry 1 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,037,121 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 |
| June 01, 2023 Filed Jun 5, 2023 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,802 | $173.42 | $832,762.84 |
DisclosureSEC source: 0001591698-23-000098 · wk-form4_1685996140.xml · nonDerivative · entry 5 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,053,371 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $173.04 to $173.91, inclusive. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10,766 | $172.60 | $1,858,211.60 |
DisclosureSEC source: 0001591698-23-000098 · wk-form4_1685996140.xml · nonDerivative · entry 4 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,058,173 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $172.03 to $173.03, inclusive. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,481 | $171.41 | $1,282,318.21 |
DisclosureSEC source: 0001591698-23-000098 · wk-form4_1685996140.xml · nonDerivative · entry 3 Sarowitz Steven I · CIK 0001597870 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,068,939 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $170.97 to $171.92, 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.