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 |
|---|---|---|---|---|---|---|
| November 11, 2020 Filed Nov 13, 2020 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 50,000 | $4.88 | $244,000.00 |
DisclosureSEC source: 0001562180-20-006689 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788,645 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 November 11, 2019. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 31,676 | $131.64 | $4,169,828.64 |
DisclosureSEC source: 0001562180-20-005497 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,645 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 24,544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005497 · primarydocument.xml · derivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,544 Underlying: Common Stock, par value $0.001 · 24,544 shares Expires not disclosed F3 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F4 · derivative.exercise_date: Represents the vesting and release date for these awards. F5 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:26 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 36,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005497 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770,321 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest annually in four equal installments beginning on August 14, 2021. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F2 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 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: 0001562180-20-005464 · primarydocument.xml · derivative · entry 12 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 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 |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,705 | $135.47 | $366,446.35 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 9 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,740,165 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 $135.27 to $135.85, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,346 | $134.75 | $855,123.50 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742,870 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 $134.25 to $135.25, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,122 | $133.59 | $550,657.98 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749,216 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 $133.22 to $134.20, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 11,417 | $132.76 | $1,515,720.92 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753,338 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 $132.20 to $133.20, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,091 | $131.53 | $143,499.23 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764,755 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 $131.18 to $132.17, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 600 | $130.03 | $78,018.00 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765,846 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 $129.72 to $130.19, inclusive. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 500 | $128.16 | $64,080.00 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766,446 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 $127.90 to $128.84, 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 and 8 of this Form 4. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 23,219 | $127.10 | $2,951,134.90 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766,946 Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 50,000 | $4.88 | $244,000.00 |
DisclosureSEC source: 0001562180-20-005464 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790,165 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 11, 2019. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 8,473 | $131.16 | $1,111,318.68 |
DisclosureSEC source: 0001562180-20-005435 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,740,165 Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 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: 0001562180-20-003670 · primarydocument.xml · derivative · entry 10 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 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 |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,740 | $115.59 | $432,306.60 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 7 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,638 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 $115.38 to $115.85, inclusive. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 9,074 | $114.96 | $1,043,147.04 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752,378 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 $114.37 to $115.34, inclusive. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,169 | $113.86 | $360,822.34 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761,452 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 $113.35 to $114.29, inclusive. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 4,700 | $112.73 | $529,831.00 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764,621 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 $112.34 to $113.27, inclusive. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,989 | $112.03 | $670,947.67 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769,321 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 $111.26 to $112.26, 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 |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 23,328 | $115.34 | $2,690,651.52 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775,310 Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 50,000 | $4.88 | $244,000.00 |
DisclosureSEC source: 0001562180-20-003670 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798,638 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 11, 2019. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 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: 0001562180-20-001152 · primarydocument.xml · derivative · entry 8 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 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 |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 267 | $143.16 | $38,223.72 |
DisclosureSEC source: 0001562180-20-001152 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,638 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 $143.07 to $143.40, inclusive. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 20,775 | $142.31 | $2,956,490.25 |
DisclosureSEC source: 0001562180-20-001152 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,905 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 $142.03 to $142.98, inclusive. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 6,883 | $141.70 | $975,321.10 |
DisclosureSEC source: 0001562180-20-001152 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769,680 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 $141.02 to $142.02, 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 |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 22,075 | $143.79 | $3,174,164.25 |
DisclosureSEC source: 0001562180-20-001152 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776,563 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 50,000 | $4.88 | $244,000.00 |
DisclosureSEC source: 0001562180-20-001152 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798,638 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 11, 2019. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 16,824 | $104.17 | $1,752,556.08 |
DisclosureSEC source: 0001562180-19-004432 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,638 F1 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 34,385 | $97.22 | $3,342,909.70 |
DisclosureSEC source: 0001562180-19-004363 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772,287 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:33 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 48,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004363 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806,672 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest annually in four equal installments beginning on August 15, 2020. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,935 | $101.67 | $400,071.45 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 6 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757,754 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $101.40 to $102.31, inclusive. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,285 | $100.98 | $533,679.30 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761,689 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $100.38 to $101.37, inclusive. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 16,406 | $99.83 | $1,637,810.98 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766,974 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $99.34 to $100.34, inclusive. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 17,980 | $98.54 | $1,771,749.20 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,783,380 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $98.25 to $99.22, inclusive. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 15,720 | $97.68 | $1,535,529.60 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801,360 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.21 to $98.18, inclusive. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 5,674 | $96.76 | $549,016.24 |
DisclosureSEC source: 0001562180-19-004296 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817,080 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.20 to $97.20, 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 |
| August 12, 2019 Filed Aug 14, 2019 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 7,117 | $110.66 | $787,567.22 |
DisclosureSEC source: 0001562180-19-004273 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,822,754 Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 170 | $97.26 | $16,534.20 |
DisclosureSEC source: 0001562180-19-002874 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,829,871 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.24 to $97.29, inclusive. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 42,711 | $96.61 | $4,126,309.71 |
DisclosureSEC source: 0001562180-19-002874 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,830,041 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $96.23 to $97.23, inclusive. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 8,930 | $95.95 | $856,833.50 |
DisclosureSEC source: 0001562180-19-002874 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,872,752 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $95.22 to $96.21, inclusive. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:00 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,189 | $94.72 | $302,062.08 |
DisclosureSEC source: 0001562180-19-002874 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,881,682 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $94.18 to $95.18, 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 |
| February 15, 2019 Filed Feb 19, 2019 21:45 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,077 | $84.41 | $90,909.57 |
DisclosureSEC source: 0001562180-19-001064 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884,871 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $84.40 to $84.42, inclusive. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 21:45 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 38,923 | $83.67 | $3,256,687.41 |
DisclosureSEC source: 0001562180-19-001064 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885,948 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 7, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $83.22 to $84.21, 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 |
| August 18, 2018 Filed Aug 21, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 5,394 | $68.92 | $371,754.48 |
DisclosureSEC source: 0001562180-18-003738 · primarydocument.xml · nonDerivative · entry 2 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,924,871 Read SEC document |
| August 17, 2018 Filed Aug 21, 2018 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 17,256 | $68.07 | $1,174,615.92 |
DisclosureSEC source: 0001562180-18-003738 · primarydocument.xml · nonDerivative · entry 1 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930,265 F1 · balance_after: Amount of securities beneficially owned reflects the forfeiture of certain performance-based restricted stock units previously reported in Table I. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003686 · primarydocument.xml · nonDerivative · entry 5 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRIE Family Trust Disclosed balance after: 220,000 F3 · shares: These securities were transferred by the reporting person as a gift to the IRIE Family Trust (the "Trust") for the benefit of the reporting person's children. The reporting person's spouse is trustee of the Trust. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | GiftCommon Stock, par value $0.001 | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003686 · primarydocument.xml · nonDerivative · entry 4 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953,371 F3 · shares: These securities were transferred by the reporting person as a gift to the IRIE Family Trust (the "Trust") for the benefit of the reporting person's children. The reporting person's spouse is trustee of the Trust. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 21:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 9,082 | $67.00 | $608,494.00 |
DisclosureSEC source: 0001562180-18-003686 · primarydocument.xml · nonDerivative · entry 3 Beauchamp Steven R · CIK 0001314830 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028,371 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.