Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Paylocity Holding Corp
Report date June 09, 2017 · Filed June 12, 2017
Section 16 reporting ended · disclosed 2017-06-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 137,475 |
Ending reported balance
After 2017-06-09 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-06-09 · Exercise / conversion · Acquired 90,000 · Balance 227,475 Row 2 · 2017-06-09 · Tax withholding · Disposed 40,236 · Balance 187,239 Row 3 · 2017-06-09 · Sale · Disposed 5,457 · Balance 181,782 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.09 to $46.08 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 footnotes 1 through 4 of this Form 4. Row 4 · 2017-06-09 · Sale · Disposed 17,002 · Balance 164,780 F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.09 to $47.08, inclusive. Row 5 · 2017-06-09 · Sale · Disposed 8,809 · Balance 155,971 F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $47.11 to $48.10, inclusive. Row 6 · 2017-06-09 · Sale · Disposed 18,496 · Balance 137,475 F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $48.11 to $48.69, inclusive. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2020-06-21 | Direct | 375,716 |
Reported balance
After 2017-06-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-06-09 · Exercise / conversion · Disposed 90,000 · Balance 375,716 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.09 to $46.08 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 footnotes 1 through 4 of this Form 4.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.09 to $47.08, inclusive.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $47.11 to $48.10, inclusive.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $48.11 to $48.69, 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 |
|---|---|---|---|---|---|---|
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · derivative · entry 7 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,716 Underlying: Common Stock, par value $0.001 · 90,000 shares Expires 2020-06-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 18,496 | $48.43 | $895,761.28 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 6 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,475 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $48.11 to $48.69, inclusive. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,809 | $47.68 | $420,013.12 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 5 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,971 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $47.11 to $48.10, inclusive. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 17,002 | $46.31 | $787,362.62 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 4 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,780 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.09 to $47.08, inclusive. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,457 | $45.70 | $249,384.90 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 3 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,782 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.09 to $46.08 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 footnotes 1 through 4 of this Form 4. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 40,236 | $48.70 | $1,959,493.20 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 2 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,239 Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 90,000 | $1.31 | $117,900.00 |
DisclosureSEC source: 0001562180-17-002254 · primarydocument.xml · nonDerivative · entry 1 McGrail Peter J · CIK 0001597884 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,475 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2017 Filed Feb 16, 2017 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,000 | $36.27 | $181,350.00 |
DisclosureSEC source: 0001562180-17-000743 · primarydocument.xml · nonDerivative · entry 3 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,475 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.07 to $36.56, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 2. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,700 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001562180-17-000743 · primarydocument.xml · derivative · entry 4 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,716 Underlying: Common Stock, par value $0.001 · 7,700 shares Expires 2020-06-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,700 | $35.68 | $96,336.00 |
DisclosureSEC source: 0001562180-17-000743 · primarydocument.xml · nonDerivative · entry 2 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,475 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 7,700 | $1.31 | $10,087.00 |
DisclosureSEC source: 0001562180-17-000743 · primarydocument.xml · nonDerivative · entry 1 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. Read SEC document |
| November 16, 2016 Filed Nov 16, 2016 21:32 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,000 | $34.28 | $171,400.00 |
DisclosureSEC source: 0001562180-16-003541 · primarydocument.xml · nonDerivative · entry 3 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,475 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.28 to $34.29 inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 2. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 21:32 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,583 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001562180-16-003541 · primarydocument.xml · derivative · entry 4 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,416 Underlying: Common Stock, par value $0.001 · 9,583 shares Expires 2020-06-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 21:32 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,583 | $33.47 | $153,393.01 |
DisclosureSEC source: 0001562180-16-003541 · primarydocument.xml · nonDerivative · entry 2 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,475 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 21:32 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 9,583 | $1.31 | $12,553.73 |
DisclosureSEC source: 0001562180-16-003541 · primarydocument.xml · nonDerivative · entry 1 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,058 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 22:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,000 | $43.17 | $215,850.00 |
DisclosureSEC source: 0001562180-16-003140 · primarydocument.xml · nonDerivative · entry 3 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,475 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.08 to $43.32 inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 2. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 22:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,501 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001562180-16-003140 · primarydocument.xml · derivative · entry 4 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,999 Underlying: Common Stock, par value $0.001 · 9,501 shares Expires 2020-06-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 22:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,501 | $42.35 | $190,617.35 |
DisclosureSEC source: 0001562180-16-003140 · primarydocument.xml · nonDerivative · entry 2 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,475 Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 22:24 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 9,501 | $1.31 | $12,446.31 |
DisclosureSEC source: 0001562180-16-003140 · primarydocument.xml · nonDerivative · entry 1 McGrail Peter J · CIK 0001597884 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,976 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 17, 2016. 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.