Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Director | November 21, 2017 | November 21, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Paylocity Holding Corp
Report date November 21, 2017 · Filed November 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 34,368 |
Reported balance
After 2017-11-21 transaction · row 1
1 source rowRow 1 · 2017-11-21 · Gift · Disposed 500 · Balance 34,368 |
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 21, 2017 Filed Nov 21, 2017 21:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003652 · primarydocument.xml · nonDerivative · entry 1 Mishler Mark H · CIK 0001597871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,368 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 3,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002709 · primarydocument.xml · nonDerivative · entry 1 Mishler Mark H · CIK 0001597871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,868 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.