Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | VP CAO & Treasurer | August 18, 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 18, 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 | 13,823 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Sale · Disposed 520 · Balance 13,823 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 25, 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 November 25, 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 |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 3, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 137 | $193.29 | $26,480.73 |
DisclosureSEC source: 0001591698-23-000059 · wf-form4_168314469408895.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,301 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 52 | $217.06 | $11,287.12 |
DisclosureSEC source: 0001591698-23-000030 · wf-form4_167666795097000.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,438 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 44 | $213.61 | $9,398.84 |
DisclosureSEC source: 0001591698-22-000199 · wf-form4_166871928164141.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,490 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 283 | $200.59 | $56,766.97 |
DisclosureSEC source: 0001591698-22-000189 · wf-form4_166811447407443.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,534 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 25, 2022. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 60 | $250.41 | $15,024.60 |
DisclosureSEC source: 0001591698-22-000164 · wf-form4_166396391264452.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,817 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 185 | $268.00 | $49,580.00 |
DisclosureSEC source: 0001591698-22-000136 · wf-form4_166085329788919.xml · nonDerivative · entry 2 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2021. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 59 | $272.24 | $16,062.16 |
DisclosureSEC source: 0001591698-22-000136 · wf-form4_166085329788919.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,062 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 78 | $264.94 | $20,665.32 |
DisclosureSEC source: 0001591698-22-000116 · wf-form4_166076669345321.xml · nonDerivative · entry 2 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,121 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 2,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000116 · wf-form4_166076669345321.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,199 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. F2 · balance_after: Includes 19 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 5/15/2022. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 276 | $200.00 | $55,200.00 |
DisclosureSEC source: 0001591698-22-000066 · wf-form4_165186955160518.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,816 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2021. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:40 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 145 | $189.63 | $27,496.35 |
DisclosureSEC source: 0001591698-22-000055 · wf-form4_165169672146910.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,092 Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 68 | $267.85 | $18,213.80 |
DisclosureSEC source: 0001591698-21-000009 · wf-form4_163735665952667.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,237 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2021. F2 · balance_after: Includes 68 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on November 15, 2021. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006068 · primarydocument.xml · nonDerivative · entry 1 Rost Nicholas · CIK 0001880681 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,237 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 September 21, 2022. 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.