Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Director | April 22, 2026 | April 24, 2026 |
| Paylocity Holding CorpPCTY · Entity 301 | Director · President and CEO | August 17, 2026 | August 19, 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.
CS Disco, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,720 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Grant · Acquired 67,720 · Balance 67,720 F1: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from April 22, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from April 22, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date.
Paylocity Holding Corp
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 327,309 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Tax withholding · Disposed 20,462 · Balance 327,309 |
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 19, 2026 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 20,462 | $148.28 | $3,034,105.36 |
DisclosureSEC source: 0001591698-26-000106 · wk-form4_1787169760.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,309 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 25,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · derivative · entry 8 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,260 Underlying: Common Stock, par value $0.001 · 25,260 shares Expires not disclosed F9 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F10 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F11 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2026 and end November 30, 2028, February 28, 2029, May 31, 2029 and August 31, 2029, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F12 · 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 |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $150.76 | $15,076.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 7 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 347,771 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 17, 2026. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.76 to $150.82, inclusive. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,301 | $149.24 | $194,161.24 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 347,871 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 17, 2026. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $149.00 to $149.66, inclusive. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,699 | $148.53 | $1,440,592.47 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 349,172 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 17, 2026. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $147.98 to $148.96, inclusive. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 900 | $147.08 | $132,372.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 358,871 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 17, 2026. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $146.71 to $147.43, 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 5, 6, 7 and 8 of this Form 4. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 43,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 359,771 F3 · shares: Represents performance stock units (PSUs) awarded pursuant to the Issuer's Amended and Restated 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2026. The remaining PSUs will vest in two equal installments on August 15, 2027 and August 15, 2028, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 44,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 316,735 F2 · 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 two years beginning on the date of grant at a rate of 12.5% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 74,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000094 · wk-form4_1787083423.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 272,352 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 Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,946 | $103.93 | $617,967.78 |
DisclosureSEC source: 0001591698-26-000046 · wk-form4_1779221270.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,059 Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:02 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 67,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000087 · wk-form4_1777060932.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,720 F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from April 22, 2026, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,302 | $114.55 | $149,144.10 |
DisclosureSEC source: 0001716436-26-000001 · wk-form4_1773345854.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,005 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,536 | $107.13 | $700,201.68 |
DisclosureSEC source: 0001591698-26-000015 · wk-form4_1771448501.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 205,307 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,300 | $104.98 | $556,394.00 |
DisclosureSEC source: 0001591698-26-000015 · wk-form4_1771448501.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,843 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $104.48 to $105.41, inclusive. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,700 | $104.00 | $280,800.00 |
DisclosureSEC source: 0001591698-26-000015 · wk-form4_1771448501.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 217,143 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $103.46 to $104.46, 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 and 3 of this Form 4. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,351 | $148.05 | $940,265.55 |
DisclosureSEC source: 0001591698-25-000121 · wk-form4_1763499692.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,843 Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 30,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000006 · wk-form4_1757534476.xml · derivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 30,079 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, 2025. 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 08, 2025 Filed Sep 10, 2025 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,086 | $174.40 | $886,998.40 |
DisclosureSEC source: 0001716436-25-000006 · wk-form4_1757534476.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,194 Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 10,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000006 · wk-form4_1757534476.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,280 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 15, 2022, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2025. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,588 | $171.96 | $273,072.48 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 7 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 220,752 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 15,836 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · derivative · entry 8 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,836 Underlying: Common Stock, par value $0.001 · 15,836 shares Expires not disclosed F7 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F8 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F9 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2025 and end November 30, 2027, February 29, 2028, May 31, 2028 and August 31, 2028, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F10 · 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 |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,020 | $172.04 | $691,600.80 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 222,340 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2025. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $171.83 to $172.50, inclusive. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,980 | $171.50 | $682,570.00 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,360 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2025. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $170.82 to $171.82, 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 5 and 6 of this Form 4. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 13,515 | $171.64 | $2,319,714.60 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 230,340 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 42,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 243,855 F3 · shares: Represents performance stock units (PSUs) awarded pursuant to the Issuer's 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2025. The remaining PSUs will vest in two equal installments on August 15, 2026 and August 15, 2027, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 27,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,523 F2 · 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 two years beginning on the date of grant at a rate of 12.5% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 46,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001716436-25-000004 · wk-form4_1755633749.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,125 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 2023 Equity Incentive Plan. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,290 | $199.47 | $656,256.30 |
DisclosureSEC source: 0001591698-25-000066 · wk-form4_1747685677.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,549 Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,275 | $188.60 | $240,465.00 |
DisclosureSEC source: 0001591698-25-000034 · wk-form4_1741897557.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,839 Read SEC document |
| February 17, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,312 | $216.96 | $718,571.52 |
DisclosureSEC source: 0001591698-25-000021 · wk-form4_1739999462.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,114 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,773 | $217.38 | $820,174.74 |
DisclosureSEC source: 0001591698-25-000021 · wk-form4_1739999462.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,426 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.12 to $218.10, inclusive. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,777 | $216.69 | $601,748.13 |
DisclosureSEC source: 0001591698-25-000021 · wk-form4_1739999462.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,199 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $216.09 to $217.08, inclusive. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,450 | $215.48 | $312,446.00 |
DisclosureSEC source: 0001591698-25-000021 · wk-form4_1739999462.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 141,976 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $214.99 to $215.98, 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. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,290 | $205.50 | $676,095.00 |
DisclosureSEC source: 0001591698-24-000361 · wk-form4_1732050655.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,426 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 5,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · derivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 5,633 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, 2024. 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 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,089 | $156.53 | $170,461.17 |
DisclosureSEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,716 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000231 · wk-form4_1726172104.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,805 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 15, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,588 | $155.95 | $247,648.60 |
DisclosureSEC source: 0001591698-24-000205 · wk-form4_1724184137.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,551 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 16,775 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000182 · wk-form4_1724097969.xml · derivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,775 Underlying: Common Stock, par value $0.001 · 16,775 shares Expires not disclosed F2 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F3 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F4 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2024 and end November 30, 2026, February 28, 2027, May 31, 2027 and August 31, 2027, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F5 · 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 |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,800 | $151.43 | $272,574.00 |
DisclosureSEC source: 0001591698-24-000182 · wk-form4_1724097969.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,139 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 49,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000182 · wk-form4_1724097969.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,939 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 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,038 | $150.13 | $305,964.94 |
DisclosureSEC source: 0001591698-24-000159 · wk-form4_1723838566.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,601 Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3 | $150.43 | $451.29 |
DisclosureSEC source: 0001591698-24-000159 · wk-form4_1723838566.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,639 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.33 to $150.48, inclusive. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,564 | $149.43 | $383,138.52 |
DisclosureSEC source: 0001591698-24-000159 · wk-form4_1723838566.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,642 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $149.10 to $149.83, inclusive. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,433 | $148.53 | $806,963.49 |
DisclosureSEC source: 0001591698-24-000159 · wk-form4_1723838566.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 104,206 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 20, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.03 to $148.99, 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 footnote 2, 3 and 4 of this Form 4. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,800 | $169.86 | $305,748.00 |
DisclosureSEC source: 0001591698-24-000116 · wk-form4_1715976114.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,639 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 945 | $163.74 | $154,734.30 |
DisclosureSEC source: 0001591698-24-000073 · wk-form4_1710360025.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,439 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,269 | $172.00 | $218,268.00 |
DisclosureSEC source: 0001591698-24-000038 · wk-form4_1708462981.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,384 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 721 | $171.38 | $123,564.98 |
DisclosureSEC source: 0001591698-24-000025 · wk-form4_1708030951.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,653 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 16, 2023. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $171.16 to $171.86, inclusive. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,352 | $170.48 | $400,968.96 |
DisclosureSEC source: 0001591698-24-000025 · wk-form4_1708030951.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 114,374 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 16, 2023. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $169.94 to $170.89, inclusive. 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.