Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Director · Executive Chairman | September 15, 2026 | September 16, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Paylocity Holding Corp
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 1,258,389 |
Ending reported balance
After 2026-09-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-15 · Sale · Disposed 1,641 · Balance 1,271,748 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $145.38 to $146.37, 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. Row 2 · 2026-09-15 · Sale · Disposed 8,460 · Balance 1,263,288 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $146.39 to $147.39, inclusive. Row 3 · 2026-09-15 · Sale · Disposed 4,799 · Balance 1,258,489 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $147.40 to $148.36, inclusive. Row 4 · 2026-09-15 · Sale · Disposed 100 · Balance 1,258,389 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.53 to $148.61, inclusive. |
| Common Stock, par value $0.001SEC Table I · non-derivative | Indirectby IRIE Family Trust | 235,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 235,000 |
| Common Stock, par value $0.001SEC Table I · non-derivative | Indirectby SRB 2025 GRAT | 220,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 220,000 |
| Common Stock, par value $0.001SEC Table I · non-derivative | Indirectby IRIE Foundation | 15,800 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 15,800 |
| Common Stock, par value $0.001SEC Table I · non-derivative | Indirectby Gotham Triple Advantage Strategy LP | 194,926 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 194,926 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $145.38 to $146.37, 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.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $146.39 to $147.39, inclusive.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $147.40 to $148.36, inclusive.
F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.53 to $148.61, inclusive.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $148.56 | $14,856.00 |
DisclosureSEC source: 0001314830-26-000002 · wk-form4_1789588904.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,258,389 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 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 $148.53 to $148.61, inclusive. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,799 | $147.86 | $709,580.14 |
DisclosureSEC source: 0001314830-26-000002 · wk-form4_1789588904.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,258,489 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $147.40 to $148.36, inclusive. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,460 | $147.01 | $1,243,704.60 |
DisclosureSEC source: 0001314830-26-000002 · wk-form4_1789588904.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,263,288 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $146.39 to $147.39, inclusive. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,641 | $145.96 | $239,520.36 |
DisclosureSEC source: 0001314830-26-000002 · wk-form4_1789588904.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,271,748 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $145.38 to $146.37, 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 |
| August 17, 2026 Filed Aug 19, 2026 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,088 | $148.28 | $606,168.64 |
DisclosureSEC source: 0001591698-26-000107 · wk-form4_1787169766.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,273,389 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,469 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · derivative · entry 13 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,469 Underlying: Common Stock, par value $0.001 · 3,469 shares Expires not disclosed F10 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F11 · 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. F12 · 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. F13 · 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 | 44 | $151.34 | $6,658.96 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,277,477 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $151.33 to $151.34, 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 | 156 | $150.58 | $23,490.48 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,277,521 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 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 $150.24 to $151.13, 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 | 3,031 | $149.11 | $451,952.41 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,277,677 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 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 $148.84 to $149.71, 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 | 10,569 | $148.46 | $1,569,073.74 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,280,708 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 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 $147.83 to $148.83, 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 | 1,200 | $147.23 | $176,676.00 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,291,277 F4 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 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 $146.74 to $147.73, 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, 8 and 9 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 | 7,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,292,477 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 | 6,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,285,248 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 | 10,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000087 · wk-form4_1787083381.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,279,154 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 | 1,849 | $103.93 | $192,166.57 |
DisclosureSEC source: 0001591698-26-000045 · wk-form4_1779221262.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,268,953 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 | 1,921 | $107.13 | $205,796.73 |
DisclosureSEC source: 0001591698-26-000016 · wk-form4_1771448507.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,296,590 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 15,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001314830-25-000008 · wk-form4_1765832484.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by IRIE Foundation Disclosed balance after: 15,800 F1 · shares: Reflects a donative gift from the Reporting Person to IRIE Foundation, a private charitable foundation controlled by the Reporting Person. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 15,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001314830-25-000008 · wk-form4_1765832484.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298,511 F1 · shares: Reflects a donative gift from the Reporting Person to IRIE Foundation, a private charitable foundation controlled by the Reporting Person. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,849 | $148.05 | $273,744.45 |
DisclosureSEC source: 0001591698-25-000126 · wk-form4_1763499721.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,314,311 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: 0001314830-25-000006 · wk-form4_1757534495.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 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 | SaleCommon Stock, par value $0.001 | 4,664 | $174.40 | $813,401.60 |
DisclosureSEC source: 0001314830-25-000006 · wk-form4_1757534495.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,536,160 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: 0001314830-25-000006 · wk-form4_1757534495.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,540,824 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 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,144 | $171.96 | $540,642.24 |
DisclosureSEC source: 0001314830-25-000004 · wk-form4_1755633828.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,530,296 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 2,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001314830-25-000004 · wk-form4_1755633828.xml · derivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,660 Underlying: Common Stock, par value $0.001 · 2,660 shares Expires not disclosed F3 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F4 · 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. F5 · 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. F6 · 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 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,904 | $171.64 | $498,442.56 |
DisclosureSEC source: 0001314830-25-000004 · wk-form4_1755633828.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533,440 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 5,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001314830-25-000004 · wk-form4_1755633828.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,536,344 F2 · 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 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 7,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001314830-25-000004 · wk-form4_1755633828.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,530,603 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 16, 2025 Filed May 19, 2025 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,671 | $199.29 | $333,013.59 |
DisclosureSEC source: 0001591698-25-000064 · wk-form4_1747685595.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,522,781 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 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 $199.00 to $199.50, 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 this footnote. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,632 | $199.47 | $325,535.04 |
DisclosureSEC source: 0001591698-25-000064 · wk-form4_1747685595.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,524,452 Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 28,329 | $199.16 | $5,642,003.64 |
DisclosureSEC source: 0001591698-25-000064 · wk-form4_1747685595.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,526,084 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 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 $199.00 to $199.51, 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. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,423 | $217.77 | $745,426.71 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 15 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 0 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F14 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.40 to $218.03, inclusive. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,941 | $216.91 | $1,288,662.31 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 14 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 3,423 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F13 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $216.37 to $217.37, inclusive. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,886 | $216.01 | $407,394.86 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 13 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 9,364 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F12 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $215.32 to $216.28, inclusive. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Family Trust Disclosed balance after: 235,000 F7 · shares: Shares transferred by the reporting person as a gift to the IRIE Family Trust for the benefit of the reporting person's children and for which the reporting person's spouse serves as trustee. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,554,413 F7 · shares: Shares transferred by the reporting person as a gift to the IRIE Family Trust for the benefit of the reporting person's children and for which the reporting person's spouse serves as trustee. 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 | 1,666 | $216.96 | $361,455.36 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,569,413 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 | 1,532 | $218.28 | $334,404.96 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 12 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 11,250 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F11 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $218.02 to $218.76, 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 | 5,620 | $217.39 | $1,221,731.80 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 11 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 12,782 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.01 to $217.98, 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 | 3,598 | $216.79 | $780,010.42 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 10 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 18,402 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $215.98 to $216.97, 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 | 500 | $215.02 | $107,510.00 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 9 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Indirect · by IRIE Foundation Disclosed balance after: 22,000 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $214.41 to $215.41, 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 | 368 | $218.68 | $80,474.24 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,571,079 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $218.65 to $218.79, 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 | 6,764 | $218.03 | $1,474,754.92 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,571,447 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 2024. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $217.58 to $218.57, 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 | 20,005 | $217.14 | $4,343,885.70 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,578,211 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 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 $216.55 to $217.54, 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 | 1,863 | $216.03 | $402,463.89 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,598,216 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 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 $215.46 to $216.45, 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 | 1,000 | $215.02 | $215,020.00 |
DisclosureSEC source: 0001591698-25-000020 · wk-form4_1739999452.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,600,079 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted on November 15, 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 $214.38 to $215.30, 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, 6, 8, 9, 10, 11, 12, 13 and 14 of this Form 4. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,632 | $205.50 | $335,376.00 |
DisclosureSEC source: 0001591698-24-000360 · wk-form4_1732050643.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,770,217 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53,000 | $0.00 Strike: $35.28 | $0.00 |
DisclosureSEC source: 0001591698-24-000327 · wk-form4_1731532201.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 53,000 shares Expires 2025-08-17 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. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 28,412 | $211.16 | $5,999,477.92 |
DisclosureSEC source: 0001591698-24-000327 · wk-form4_1731532201.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,771,849 F1 · kind: Represents the exercise of stock options expiring on August 17, 2025. The transaction was between the reporting person and the issuer and did not involve a sale or other transaction with the market. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 53,000 | $35.28 | $1,869,840.00 |
DisclosureSEC source: 0001591698-24-000327 · wk-form4_1731532201.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800,261 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 · kind: Represents the exercise of stock options expiring on August 17, 2025. The transaction was between the reporting person and the issuer and did not involve a sale or other transaction with the market. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 18,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 18,927 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.