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 |
|---|---|---|---|---|---|---|
| February 13, 2024 Filed Feb 15, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 700 | $169.05 | $118,335.00 |
DisclosureSEC source: 0001591698-24-000025 · wk-form4_1708030951.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,726 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 16, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $168.89 to $169.77, 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 | 4,227 | $168.05 | $710,347.35 |
DisclosureSEC source: 0001591698-24-000025 · wk-form4_1708030951.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 117,426 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 16, 2023. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $167.69 to $168.47, 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, 4 and 5 of this Form 4. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,798 | $149.99 | $269,682.02 |
DisclosureSEC source: 0001591698-23-000251 · wk-form4_1700255429.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: 121,653 Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 7,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000184 · wk-form4_1694463087.xml · derivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 7,232 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 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,188 | $201.50 | $843,882.00 |
DisclosureSEC source: 0001591698-23-000184 · wk-form4_1694463087.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,451 Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 8,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000184 · wk-form4_1694463087.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: 127,639 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 |
| August 16, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,586 | $194.81 | $308,968.66 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 118,960 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 29,491 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · derivative · entry 7 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,491 Underlying: Common Stock, par value $0.001 · 29,491 shares Expires not disclosed F6 · 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. F7 · derivative.exercise_date: Represents the vesting and release date for these awards. F8 · 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 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 437 | $198.89 | $86,914.93 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 120,546 F2 · 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 $198.44 to $199.30, inclusive. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,636 | $197.62 | $520,926.32 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 120,983 F2 · 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 $197.22 to $198.05, inclusive. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,927 | $196.77 | $969,485.79 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,619 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 16, 2023. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $196.17 to $197.17, 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 3, 4 and 5 of this Form 4. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,613 | $200.62 | $724,840.06 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 128,546 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 29,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000132 · wk-form4_1692304271.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,159 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 | 2,036 | $201.79 | $410,844.44 |
DisclosureSEC source: 0001591698-23-000125 · wk-form4_1692217251.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: 102,668 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:35 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 829 | $163.30 | $135,375.70 |
DisclosureSEC source: 0001591698-23-000077 · wk-form4_1684355742.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: 104,704 Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 948 | $174.54 | $165,463.92 |
DisclosureSEC source: 0001591698-23-000048 · wf-form4_167891241813807.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,533 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 695 | $217.06 | $150,856.70 |
DisclosureSEC source: 0001591698-23-000033 · wf-form4_167666807566206.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,481 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,887 | $219.40 | $633,407.80 |
DisclosureSEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,176 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.75, inclusive. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,242 | $218.33 | $271,165.86 |
DisclosureSEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,063 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.99 to $218.99, inclusive. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 510 | $217.29 | $110,817.90 |
DisclosureSEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,305 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $216.81 to $217.78, inclusive. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,392 | $216.30 | $517,389.60 |
DisclosureSEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,815 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $215.71 to $216.68, inclusive. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 969 | $214.96 | $208,296.24 |
DisclosureSEC source: 0001591698-23-000021 · wf-form4_167658138439602.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,207 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $214.53 to $215.40, 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, 4, 5 and 6 of this Form 4. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 921 | $213.61 | $196,734.81 |
DisclosureSEC source: 0001591698-22-000202 · wf-form4_166871935331474.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,213 Read SEC document |
| November 15, 2022 Filed Nov 29, 2022 21:14 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 958 | $213.61 | $204,638.38 |
DisclosureSEC source: 0001591698-22-000204 · wf-form4a_166975647765150.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,176 F1 · shares: This amendment is being filed to correct the amount of shares reported in the Form 4 filed on November 17, 2022 with respect to the tax withholding of shares upon the vesting of restricted stock units and to correct the total amount of securities beneficially owned following the reported transaction. 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 | 1,762 | $272.24 | $479,686.88 |
DisclosureSEC source: 0001591698-22-000132 · wf-form4_166085321149338.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,171 Read SEC document |
| August 16, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,672 | $272.24 | $455,185.28 |
DisclosureSEC source: 0001591698-22-000158 · wf-form4a_166154474902848.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,134 F1 · shares: This amendment is being filed to correct the amount of shares reported in the Form 4 filed on August 18, 2022 with respect to the tax withholding of shares upon the vesting of restricted stock units and to correct the total amount of securities beneficially owned following the reported transaction. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 30,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · derivative · entry 8 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,079 Underlying: Common Stock, par value $0.001 · 30,079 shares Expires not disclosed F8 · 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. F9 · derivative.exercise_date: Represents the vesting and release date for these awards. F10 · 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 | SaleCommon Stock, par value $0.001 | 1,600 | $269.68 | $431,488.00 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 7 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,933 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $269.23 to $270.07, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,478 | $268.78 | $934,816.84 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,533 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $268.22 to $269.21, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,312 | $267.77 | $351,314.24 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,011 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $267.17 to $268.14, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 900 | $266.71 | $240,039.00 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,323 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $266.14 to $267.07, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 710 | $265.61 | $188,583.10 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,223 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $265.12 to $266.07, 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 3, 4, 5, 6 and 7 of this Form 4. 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 | 16,483 | $264.94 | $4,367,006.02 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,933 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 | 30,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000111 · wf-form4_166076656254838.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,416 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 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 30,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · derivative · entry 8 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,079 Underlying: Common Stock, par value $0.001 · 30,079 shares Expires not disclosed F9 · 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. F10 · derivative.exercise_date: Represents the vesting and release date for these awards. F11 · 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 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,600 | $269.68 | $431,488.00 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 7 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,806 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $269.23 to $270.07, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,478 | $268.78 | $934,816.84 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,406 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $268.22 to $269.21, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,312 | $267.77 | $351,314.24 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,884 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $267.17 to $268.14, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 900 | $266.71 | $240,039.00 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,196 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $266.14 to $267.07, inclusive. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 710 | $265.61 | $188,583.10 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,096 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on March 16, 2022. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $265.12 to $266.07, 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 4, 5, 6, 7 and 8 of this Form 4. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 15,610 | $264.94 | $4,135,713.40 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,806 F2 · shares: This amendment is being filed to correct the amount of shares reported in the Form 4 filed on August 17, 2022 with respect to the tax withholding of shares upon the vesting of restricted stock units and to correct the total amount of securities beneficially owned following the reported transactions. Read SEC document |
| August 15, 2022 Filed Aug 26, 2022 20:12 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 30,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000157 · wf-form4a_166154471709546.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · President and Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,416 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 |
| March 11, 2022 Filed Mar 15, 2022 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 10,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000049 · wf-form4_164737468289239.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Director · Co-CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,337 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 |
| February 15, 2022 Filed Feb 17, 2022 21:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 220 | $207.79 | $45,713.80 |
DisclosureSEC source: 0001591698-22-000024 · wf-form4_164513315809383.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,785 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2021. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $207.36 to $208.32, inclusive. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,290 | $206.81 | $266,784.90 |
DisclosureSEC source: 0001591698-22-000024 · wf-form4_164513315809383.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,005 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2021. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $206.34 to $207.26, inclusive. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,600 | $205.69 | $329,104.00 |
DisclosureSEC source: 0001591698-22-000024 · wf-form4_164513315809383.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,295 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $205.19 to $206.19, inclusive. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 890 | $204.63 | $182,120.70 |
DisclosureSEC source: 0001591698-22-000024 · wf-form4_164513315809383.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,895 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 21, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $204.15 to $205.14, 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, 4 and 5 of this Form 4. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 20:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 9,198 | $275.45 | $2,533,589.10 |
DisclosureSEC source: 0001562180-21-006057 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,785 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 5,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · derivative · entry 8 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,633 Underlying: Common Stock, par value $0.001 · 5,633 shares Expires not disclosed F8 · 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, 2024. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F9 · derivative.exercise_date: Represents the vesting and release date for these awards. F10 · 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 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,136 | $249.65 | $283,602.40 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 7 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,983 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 22, 2021. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $249.24 to $250.23, 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.