Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Chief Financial Officer | August 19, 2026 | August 20, 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.
Paylocity Holding Corp
Report date August 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 122,563 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 3,345 · Balance 122,563 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2025. |
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 September 5, 2025.
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 |
|---|---|---|---|---|---|---|
| September 07, 2023 Filed Sep 11, 2023 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 972 | $201.50 | $195,858.00 |
DisclosureSEC source: 0001591698-23-000185 · wk-form4_1694463113.xml · nonDerivative · entry 2 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,307 Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 2,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000185 · wk-form4_1694463113.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,279 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: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 14, 2020, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2023. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $202.06 | $101,030.00 |
DisclosureSEC source: 0001591698-23-000176 · wk-form4_1693944411.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,087 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 12, 2022. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 365 | $194.81 | $71,105.65 |
DisclosureSEC source: 0001591698-23-000134 · wk-form4_1692304404.xml · nonDerivative · entry 3 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,587 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 6,561 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000134 · wk-form4_1692304404.xml · derivative · entry 4 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,561 Underlying: Common Stock, par value $0.001 · 6,561 shares Expires not disclosed F2 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on September 1, 2026. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F3 · derivative.exercise_date: Represents the vesting and release date for these awards. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 557 | $200.62 | $111,745.34 |
DisclosureSEC source: 0001591698-23-000134 · wk-form4_1692304404.xml · nonDerivative · entry 2 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,952 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 15,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000134 · wk-form4_1692304404.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,509 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 over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 20:21 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 231 | $201.79 | $46,613.49 |
DisclosureSEC source: 0001591698-23-000126 · wk-form4_1692217273.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,201 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 219 | $163.30 | $35,762.70 |
DisclosureSEC source: 0001591698-23-000082 · wk-form4_1684355943.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,432 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:18 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,250 | $177.46 | $221,825.00 |
DisclosureSEC source: 0001591698-23-000053 · wf-form4_167908428405969.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,651 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 12, 2022. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:34 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 387 | $174.54 | $67,546.98 |
DisclosureSEC source: 0001591698-23-000049 · wf-form4_167891244050918.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,901 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,250 | $214.95 | $268,687.50 |
DisclosureSEC source: 0001591698-23-000032 · wf-form4_167666803054130.xml · nonDerivative · entry 2 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,288 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 12, 2022. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 246 | $217.06 | $53,396.76 |
DisclosureSEC source: 0001591698-23-000032 · wf-form4_167666803054130.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,538 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 332 | $213.61 | $70,918.52 |
DisclosureSEC source: 0001591698-22-000198 · wf-form4_166871926281285.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,784 Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $203.99 | $101,995.00 |
DisclosureSEC source: 0001591698-22-000186 · wf-form4_166802850726432.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,116 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 8, 2021. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 750 | $248.49 | $186,367.50 |
DisclosureSEC source: 0001591698-22-000152 · wf-form4_166145792266347.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,616 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 8, 2021. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 365 | $272.24 | $99,367.60 |
DisclosureSEC source: 0001591698-22-000133 · wf-form4_166085323226750.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,366 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 5,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000112 · wf-form4_166076659371139.xml · derivative · entry 3 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,083 Underlying: Common Stock, par value $0.001 · 5,083 shares Expires not disclosed F2 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on September 1, 2025. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F3 · derivative.exercise_date: Represents the vesting and release date for these awards. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,116 | $264.94 | $560,613.04 |
DisclosureSEC source: 0001591698-22-000112 · wf-form4_166076659371139.xml · nonDerivative · entry 2 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,731 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 11,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000112 · wf-form4_166076659371139.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,847 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 over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,500 | $200.00 | $300,000.00 |
DisclosureSEC source: 0001591698-22-000085 · wf-form4_165765706077201.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,910 F1 · shares: 1. The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 8, 2021. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 20:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 735 | $182.17 | $133,894.95 |
DisclosureSEC source: 0001591698-22-000076 · wf-form4_165471892750808.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,410 Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 5,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000051 · wf-form4_164737513411234.xml · nonDerivative · entry 1 Glenn Ryan · CIK 0001910963 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,145 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 annually in four equal installments beginning on March 11, 2023. 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.