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 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,354 | $156.53 | $525,001.62 |
DisclosureSEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,747,261 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 7,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000232 · wk-form4_1726172115.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750,615 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 16, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,144 | $155.95 | $490,306.80 |
DisclosureSEC source: 0001591698-24-000206 · wk-form4_1724184147.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,743,044 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 2,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock, par value $0.001 · 2,275 shares Expires not disclosed F2 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F3 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F4 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2024 and end November 30, 2026, February 28, 2027, May 31, 2027 and August 31, 2027, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F5 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,446 | $151.43 | $218,967.78 |
DisclosureSEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,746,188 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 6,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000183 · wk-form4_1724097981.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,747,634 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,078 | $150.13 | $612,230.14 |
DisclosureSEC source: 0001591698-24-000158 · wk-form4_1723838555.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,740,944 Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 107,400 | $0.00 Strike: $24.80 | $0.00 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · derivative · entry 9 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 107,400 shares Expires 2024-08-18 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 |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,034 | $143.33 | $1,294,843.22 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,745,022 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $143.12 to $143.88, inclusive. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 32,664 | $142.85 | $4,666,052.40 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,754,056 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $142.10 to $143.10, inclusive. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,826 | $141.58 | $683,265.08 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,786,720 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $141.09 to $142.06, inclusive. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,918 | $140.62 | $410,329.16 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,791,546 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $140.06 to $141.06, 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 |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 57,958 | $142.94 | $8,284,516.52 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,794,464 Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 107,400 | $24.80 | $2,663,520.00 |
DisclosureSEC source: 0001591698-24-000136 · wk-form4_1721852264.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,852,422 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: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 2023. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,446 | $169.86 | $245,617.56 |
DisclosureSEC source: 0001591698-24-000118 · wk-form4_1715976174.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,745,022 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 14,716 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · derivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 14,716 shares Expires 2024-03-18 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 |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 527 | $168.78 | $88,947.06 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,746,468 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $168.17 to $169.09, inclusive. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,799 | $167.27 | $468,188.73 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,746,995 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $166.95 to $167.82, inclusive. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,434 | $166.53 | $738,394.02 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,749,794 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 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 $165.86 to $166.86, 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 |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,956 | $168.61 | $1,172,851.16 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,754,228 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 14,716 | $17.00 | $250,172.00 |
DisclosureSEC source: 0001591698-24-000066 · wk-form4_1709672584.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,761,184 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: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 2023. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 988 | $172.00 | $169,936.00 |
DisclosureSEC source: 0001591698-24-000037 · wk-form4_1708462967.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,746,468 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 30,000 | $175.00 | $5,250,000.00 |
DisclosureSEC source: 0001591698-24-000020 · wk-form4_1707944506.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,747,456 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 7, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,446 | $149.99 | $216,885.54 |
DisclosureSEC source: 0001591698-23-000252 · wk-form4_1700255449.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,777,456 Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 24,544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000183 · wk-form4_1694463062.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 24,544 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 | 13,048 | $201.50 | $2,629,172.00 |
DisclosureSEC source: 0001591698-23-000183 · wk-form4_1694463062.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,778,902 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 | 29,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000183 · wk-form4_1694463062.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,791,950 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 20:29 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,145 | $194.81 | $612,677.45 |
DisclosureSEC source: 0001591698-23-000130 · wk-form4_1692304156.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,762,497 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:29 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 22,118 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000130 · wk-form4_1692304156.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,118 Underlying: Common Stock, par value $0.001 · 22,118 shares Expires not disclosed F2 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on September 1, 2026. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F3 · derivative.exercise_date: Represents the vesting and release date for these awards. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:29 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 6,251 | $200.62 | $1,254,075.62 |
DisclosureSEC source: 0001591698-23-000130 · wk-form4_1692304156.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,765,642 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:29 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 22,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000130 · wk-form4_1692304156.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,771,893 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 20:20 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,078 | $201.79 | $822,899.62 |
DisclosureSEC source: 0001591698-23-000123 · wk-form4_1692217209.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,749,775 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:37 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 680 | $163.30 | $111,044.00 |
DisclosureSEC source: 0001591698-23-000079 · wk-form4_1684355823.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,753,853 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 553 | $217.06 | $120,034.18 |
DisclosureSEC source: 0001591698-23-000028 · wf-form4_167666786079168.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,754,533 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,098 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,568 Underlying: Common Stock, par value $0.001 · 2,098 shares Expires 2024-03-18 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 |
| February 03, 2023 Filed Feb 7, 2023 21:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,255 | $235.00 | $294,925.00 |
DisclosureSEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,086 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 843 | $235.00 | $198,105.00 |
DisclosureSEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,341 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 2,098 | $17.00 | $35,666.00 |
DisclosureSEC source: 0001591698-23-000015 · wf-form4_167580560725788.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757,184 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: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022. Read SEC document |
| February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,950 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,716 Underlying: Common Stock, par value $0.001 · 1,950 shares Expires 2024-03-18 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: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction. Read SEC document |
| February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,255 | $235.00 | $294,925.00 |
DisclosureSEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,086 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022. Read SEC document |
| February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 695 | $235.00 | $163,325.00 |
DisclosureSEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,341 F1 · shares: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction. Read SEC document |
| February 03, 2023 Filed Feb 15, 2023 21:22 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 1,950 | $17.00 | $33,150.00 |
DisclosureSEC source: 0001591698-23-000017 · wf-form4a_167649610352861.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757,036 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: This amendment is being filed to correct the shares reported in the Form 4 filed on February 7, 2023 with respect to the amount of non-qualified stock options exercised, to correct the amount of shares withheld for the reporting person's tax and exercise price obligations upon the exercise of non-qualified stock options and to correct the total amount of derivative securities beneficially owned following the reported transaction. F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 17, 2022. 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 | 834 | $213.61 | $178,150.74 |
DisclosureSEC source: 0001591698-22-000201 · wf-form4_166871933053643.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,086 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,145 | $272.24 | $856,194.80 |
DisclosureSEC source: 0001591698-22-000131 · wf-form4_166085319068375.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,920 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 30,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000110 · wf-form4_166076653469322.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 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 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 September 1, 2025. 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 15, 2022 Filed Aug 17, 2022 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000110 · wf-form4_166076653469322.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 22,500 F2 · shares: Reflects a donative gift from the Reporting Person to IRIE Foundation, a private charitable foundation controlled by the Reporting Person. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000110 · wf-form4_166076653469322.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759,065 F2 · shares: Reflects a donative gift from the Reporting Person to IRIE Foundation, a private charitable foundation controlled by the Reporting Person. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 38,528 | $264.94 | $10,207,608.32 |
DisclosureSEC source: 0001591698-22-000110 · wf-form4_166076653469322.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771,565 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 30,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000110 · wf-form4_166076653469322.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810,093 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 |
| July 08, 2022 Filed Jul 12, 2022 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $4.88 | $0.00 |
DisclosureSEC source: 0001591698-22-000081 · wf-form4_165765689811931.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 90,000 shares Expires 2022-08-21 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.