Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | SVP Chief Revenue 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 | 75,729 |
Ending reported balance
After 2026-08-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-19 · Sale · Disposed 100 · Balance 80,359 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on September 10, 2025. Row 2 · 2026-08-19 · Sale · Disposed 1,327 · Balance 79,032 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on September 10, 2025. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.61 to $149.59, 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. Row 3 · 2026-08-19 · Sale · Disposed 2,803 · Balance 76,229 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on September 10, 2025. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $149.62 to $150.45, inclusive. Row 4 · 2026-08-19 · Sale · Disposed 500 · Balance 75,729 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on September 10, 2025. F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.66 to $150.75, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on September 10, 2025.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.61 to $149.59, 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.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $149.62 to $150.45, inclusive.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.66 to $150.75, 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 |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed May 17, 2024 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 619 | $169.86 | $105,143.34 |
DisclosureSEC source: 0001591698-24-000115 · wk-form4_1715976098.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,025 Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 677 | $168.28 | $113,925.56 |
DisclosureSEC source: 0001591698-24-000105 · wk-form4_1715631278.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,644 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 445 | $172.00 | $76,540.00 |
DisclosureSEC source: 0001591698-24-000041 · wk-form4_1708463090.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,321 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 621 | $149.99 | $93,143.79 |
DisclosureSEC source: 0001591698-23-000253 · wk-form4_1700255463.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,746 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,206 | $200.00 | $241,200.00 |
DisclosureSEC source: 0001591698-23-000218 · wk-form4_1696968241.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,367 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 2, 2023. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 1,826 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000186 · wk-form4_1694463134.xml · derivative · entry 3 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 1,826 shares Expires not disclosed 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. F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2023. F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria. F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 986 | $201.50 | $198,679.00 |
DisclosureSEC source: 0001591698-23-000186 · wk-form4_1694463134.xml · nonDerivative · entry 2 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,573 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: 0001591698-23-000186 · wk-form4_1694463134.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,559 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 | 461 | $202.06 | $93,149.66 |
DisclosureSEC source: 0001591698-23-000177 · wk-form4_1693944441.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,367 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 2, 2023. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 20:41 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 444 | $194.81 | $86,495.64 |
DisclosureSEC source: 0001591698-23-000138 · wk-form4_1692304850.xml · nonDerivative · entry 3 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,828 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:41 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 4,798 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000138 · wk-form4_1692304850.xml · derivative · entry 4 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,798 Underlying: Common Stock, par value $0.001 · 4,798 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 20:41 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 486 | $200.62 | $97,501.32 |
DisclosureSEC source: 0001591698-23-000138 · wk-form4_1692304850.xml · nonDerivative · entry 2 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,272 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:41 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 11,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000138 · wk-form4_1692304850.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,758 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 | 220 | $201.79 | $44,393.80 |
DisclosureSEC source: 0001591698-23-000127 · wk-form4_1692217294.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,564 Read SEC document |
| July 11, 2023 Filed Jul 13, 2023 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,091 | $200.00 | $618,200.00 |
DisclosureSEC source: 0001591698-23-000107 · wk-form4_1689279346.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,784 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 2, 2023. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:40 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 205 | $163.30 | $33,476.50 |
DisclosureSEC source: 0001591698-23-000083 · wk-form4_1684355984.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,875 Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 455 | $173.55 | $78,965.25 |
DisclosureSEC source: 0001591698-23-000068 · wf-form4_168383545442197.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,080 Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 120 | $193.29 | $23,194.80 |
DisclosureSEC source: 0001591698-23-000058 · wf-form4_168314465727788.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,535 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 | 232 | $217.06 | $50,357.92 |
DisclosureSEC source: 0001591698-23-000031 · wf-form4_167666798952908.xml · nonDerivative · entry 1 Scutt Joshua · CIK 0001955160 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,655 F1 · balance_after: Includes the impact of a de minimus adjustment to securities beneficially owned as reported on the Reporting Person's Form 3 filed on December 5, 2022. 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.