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 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,102 | $248.66 | $274,023.32 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 6 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,119 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 22, 2021. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $248.20 to $249.20, inclusive. 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 | 923 | $247.48 | $228,424.04 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 5 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,221 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 22, 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 $247.14 to $248.08, inclusive. 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 | 839 | $246.34 | $206,679.26 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,144 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 22, 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 $245.97 to $246.90, 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 and 7 of this Form 4. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 8,513 | $250.57 | $2,133,102.41 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,983 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 13,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,496 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 annually in four equal installments beginning on August 16, 2022. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 14,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005404 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,352 F1 · shares: Represents performance-based restricted stock units (PRSUs) awarded pursuant to the Issuer's 2014 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 PRSU upon vesting. The PRSUs vest on August 15, 2022, subject to continued service through the vesting date. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15 | $206.92 | $3,103.80 |
DisclosureSEC source: 0001562180-21-001251 · primarydocument.xml · nonDerivative · entry 4 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,939 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 25, 2020. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $206.87 to $206.97, inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 739 | $206.26 | $152,426.14 |
DisclosureSEC source: 0001562180-21-001251 · primarydocument.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,954 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 25, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $205.84 to $206.64, inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 634 | $205.27 | $130,141.18 |
DisclosureSEC source: 0001562180-21-001251 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,693 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 25, 2020. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $204.73 to $205.64, inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,362 | $204.05 | $481,966.10 |
DisclosureSEC source: 0001562180-21-001251 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,327 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 25, 2020. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $203.59 to $204.50, 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 18, 2020 Filed Sep 21, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 8,532 | $144.88 | $1,236,116.16 |
DisclosureSEC source: 0001562180-20-006067 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,689 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:47 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,926 | $132.90 | $255,965.40 |
DisclosureSEC source: 0001562180-20-005593 · primarydocument.xml · nonDerivative · entry 3 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,221 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2019. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $132.37 to $133.26, inclusive. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:47 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,873 | $131.66 | $378,259.18 |
DisclosureSEC source: 0001562180-20-005593 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,147 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2019. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $131.35 to $132.35, inclusive. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:47 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,201 | $130.66 | $287,582.66 |
DisclosureSEC source: 0001562180-20-005593 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,020 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 13, 2019. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $130.32 to $131.23, 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 |
| August 17, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 10,203 | $131.64 | $1,343,122.92 |
DisclosureSEC source: 0001562180-20-005498 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,221 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 7,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005498 · primarydocument.xml · derivative · entry 3 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232 Underlying: Common Stock, par value $0.001 · 7,232 shares Expires not disclosed F3 · 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 9/1/2023. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F4 · derivative.exercise_date: Represents the vesting and release date for these awards. F5 · 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 14, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 16,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005498 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,424 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 August 14, 2021. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F2 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,750 | $107.00 | $401,250.00 |
DisclosureSEC source: 0001562180-19-005486 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,580 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on May 7, 2019. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $106.60 to $107.13, 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 this footnote 1. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 20:09 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 8,497 | $96.12 | $816,731.64 |
DisclosureSEC source: 0001562180-19-004882 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,330 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,479 | $97.22 | $241,008.38 |
DisclosureSEC source: 0001562180-19-004364 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,827 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 22,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004364 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,306 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 August 15, 2020. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 22:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,510 | $61.80 | $402,318.00 |
DisclosureSEC source: 0001562180-18-004448 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,885 Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 13,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003688 · primarydocument.xml · nonDerivative · entry 2 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,395 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 vest following fiscal year 2020 with the ultimate amount vested dependent upon the attainment of certain performance benchmarks. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:23 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 30,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003688 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,275 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 August 15, 2019. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| September 18, 2017 Filed Sep 19, 2017 20:27 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002984 · primarydocument.xml · nonDerivative · entry 1 Williams Toby J. · CIK 0001716436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest annually in four equal installments beginning on September 18, 2018. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.