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 |
|---|---|---|---|---|---|---|
| July 08, 2022 Filed Jul 12, 2022 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 49,658 | $200.00 | $9,931,600.00 |
DisclosureSEC source: 0001591698-22-000081 · wf-form4_165765689811931.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780,014 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 6, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $200.00 to $200.11, 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 |
| July 08, 2022 Filed Jul 12, 2022 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 40,342 | $200.00 | $8,068,400.00 |
DisclosureSEC source: 0001591698-22-000081 · wf-form4_165765689811931.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,829,672 Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 90,000 | $4.88 | $439,200.00 |
DisclosureSEC source: 0001591698-22-000081 · wf-form4_165765689811931.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Co-Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,870,014 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 December 6, 2021. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005967 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRIE Foundation Disclosed balance after: 10,000 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 |
| September 14, 2021 Filed Sep 16, 2021 20:52 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005967 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780,014 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 |
| August 16, 2021 Filed Aug 18, 2021 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 18,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005402 · primarydocument.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,927 Underlying: Common Stock, par value $0.001 · 18,927 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, 2024. 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 16, 2021 Filed Aug 18, 2021 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 25,939 | $250.57 | $6,499,535.23 |
DisclosureSEC source: 0001562180-21-005402 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790,014 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 28,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005402 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815,953 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 20:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 48,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005402 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,787,563 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 |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $4.88 | $0.00 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · derivative · entry 9 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock, par value $0.001 · 70,000 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 |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 19,125 | $253.13 | $4,841,111.25 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,645 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $252.86 to $253.85, inclusive. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 7,920 | $252.33 | $1,998,453.60 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757,770 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $251.85 to $252.85, inclusive. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,046 | $251.43 | $1,017,285.78 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765,690 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $250.84 to $251.84, inclusive. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,666 | $250.29 | $1,418,143.14 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769,736 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $249.80 to $250.68, inclusive. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,477 | $249.26 | $368,157.02 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775,402 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $248.65 to $249.57, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5 and 6 of this Form 4. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 31,766 | $251.69 | $7,995,184.54 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776,879 Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 70,000 | $4.88 | $341,600.00 |
DisclosureSEC source: 0001562180-21-005327 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808,645 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 December 16, 2020. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 100 | $160.81 | $16,081.00 |
DisclosureSEC source: 0001562180-21-003598 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 0 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 2020. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,031 | $160.21 | $485,596.51 |
DisclosureSEC source: 0001562180-21-003598 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 100 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $159.84 to $160.81, inclusive. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,869 | $159.39 | $1,094,849.91 |
DisclosureSEC source: 0001562180-21-003598 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 3,131 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $158.80 to $159.76, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2 and 3 of this form 4. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $4.88 | $0.00 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · derivative · entry 11 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock, par value $0.001 · 70,000 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 |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,662 | $162.91 | $1,085,306.42 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,645 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 2020. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $162.62 to $163.22, inclusive. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 18,090 | $162.18 | $2,933,836.20 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,745,307 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $161.61 to $162.58, inclusive. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,021 | $161.27 | $648,466.67 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763,397 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $160.60 to $161.60, inclusive. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,423 | $159.63 | $865,673.49 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,767,418 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $159.40 to $160.13, inclusive. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,326 | $158.60 | $210,303.60 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772,841 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $158.37 to $159.32, inclusive. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,300 | $156.88 | $360,824.00 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774,167 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 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 $156.85 to $157.07, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3, 4, 5, 6 and 7 of this Form 4. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 32,178 | $162.82 | $5,239,221.96 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776,467 Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 70,000 | $4.88 | $341,600.00 |
DisclosureSEC source: 0001562180-21-003453 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808,645 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 December 16, 2020. 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 | 385 | $206.14 | $79,363.90 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 10,000 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 2020. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $205.62 to $206.49, 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 | 1,096 | $204.75 | $224,406.00 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 10,385 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $204.26 to $205.17, 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 | 1,950 | $203.74 | $397,293.00 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 11,481 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $203.11 to $204.06, 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 | 2,288 | $202.41 | $463,114.08 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 13,431 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $202.02 to $202.70, 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 | 1,870 | $201.64 | $377,066.80 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 15,719 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $200.99 to $201.99, 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 | 2,411 | $200.47 | $483,333.17 |
DisclosureSEC source: 0001562180-21-001252 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Foundation Disclosed balance after: 17,589 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by IRIE Foundation on December 16, 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 $199.94 to $200.94, 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 and 7 of this Form 4. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $4.88 | $0.00 |
DisclosureSEC source: 0001562180-21-001157 · primarydocument.xml · derivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,000 Underlying: Common Stock, par value $0.001 · 70,000 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 |
| February 11, 2021 Filed Feb 16, 2021 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 38,733 | $204.35 | $7,915,088.55 |
DisclosureSEC source: 0001562180-21-001157 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,645 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on December 16, 2020. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 31,267 | $205.60 | $6,428,495.20 |
DisclosureSEC source: 0001562180-21-001157 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,777,378 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 70,000 | $4.88 | $341,600.00 |
DisclosureSEC source: 0001562180-21-001157 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808,645 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 December 16, 2020. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $4.88 | $0.00 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · derivative · entry 14 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock, par value $0.001 · 50,000 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 |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $201.23 | $100,615.00 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 11 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,645 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $201.15 to $201.54, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 200 | $199.91 | $39,982.00 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 10 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739,145 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $199.63 to $200.19, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $198.25 | $99,125.00 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 9 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739,345 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $198.10 to $199.06, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,520 | $197.36 | $299,987.20 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739,845 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $197.08 to $198.03, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,398 | $196.37 | $470,895.26 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,741,365 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $196.02 to $196.98, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,549 | $195.54 | $498,431.46 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,743,763 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 2019. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $195.01 to $196.01, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,885 | $194.51 | $1,144,691.35 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,312 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 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 $194.00 to $195.00, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,524 | $193.51 | $875,439.24 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752,197 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 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 $192.95 to $193.93, inclusive. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,081 | $192.45 | $1,747,638.45 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,721 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on November 11, 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 $191.94 to $192.94, 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, 7, 8, 9 and 10 of this Form 4. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 22,843 | $196.14 | $4,480,426.02 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765,802 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.