Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | SVP Product and Technology | October 01, 2026 | October 03, 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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 60,810 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 489 · Balance 60,810 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 489 | $142.57 | $69,716.73 |
DisclosureSEC source: 0002046429-26-000008 · wk-form4_1790971353.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,810 Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,537 | $148.28 | $227,906.36 |
DisclosureSEC source: 0001591698-26-000110 · wk-form4_1787169783.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,299 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000096 · wk-form4_1787083436.xml · derivative · entry 4 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,489 Underlying: Common Stock, par value $0.001 · 3,489 shares Expires not disclosed F4 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F5 · 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. F6 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2026 and end November 30, 2028, February 28, 2029, May 31, 2029 and August 31, 2029, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F7 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 5,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000096 · wk-form4_1787083436.xml · nonDerivative · entry 3 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,836 F3 · shares: Represents performance stock units (PSUs) awarded pursuant to the Issuer's Amended and Restated 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2026. The remaining PSUs will vest in two equal installments on August 15, 2027 and August 15, 2028, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 4,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000096 · wk-form4_1787083436.xml · nonDerivative · entry 2 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,464 F2 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over two years beginning on the date of grant at a rate of 12.5% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 24,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000096 · wk-form4_1787083436.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,769 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:31 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 489 | $104.53 | $51,115.17 |
DisclosureSEC source: 0002046429-26-000006 · wk-form4_1783024293.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,348 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 366 | $103.93 | $38,038.38 |
DisclosureSEC source: 0001591698-26-000050 · wk-form4_1779221294.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,837 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 321 | $108.04 | $34,680.84 |
DisclosureSEC source: 0002046429-26-000004 · wk-form4_1775246815.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,203 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 240 | $107.13 | $25,711.20 |
DisclosureSEC source: 0001591698-26-000019 · wk-form4_1771448529.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,524 Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 380 | $152.50 | $57,950.00 |
DisclosureSEC source: 0002046429-26-000002 · wk-form4_1767647643.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,764 Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 240 | $148.05 | $35,532.00 |
DisclosureSEC source: 0001591698-25-000123 · wk-form4_1763499704.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,144 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 321 | $159.27 | $51,125.67 |
DisclosureSEC source: 0002046429-25-000007 · wk-form4_1759522313.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,384 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 1,918 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002046429-25-000005 · wk-form4_1755633846.xml · derivative · entry 2 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,918 Underlying: Common Stock, par value $0.001 · 1,918 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, 2025 and end November 30, 2027, February 29, 2028, May 31, 2028 and August 31, 2028, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. 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, 2025 Filed Aug 19, 2025 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 13,425 | $0.00 | $0.00 |
DisclosureSEC source: 0002046429-25-000005 · wk-form4_1755633846.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,705 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 |
| July 01, 2025 Filed Jul 3, 2025 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 321 | $181.19 | $58,161.99 |
DisclosureSEC source: 0002046429-25-000003 · wk-form4_1751573210.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,280 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:34 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 342 | $187.34 | $64,070.28 |
DisclosureSEC source: 0001591698-25-000045 · wk-form4_1743629675.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,601 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 17,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-25-000004 · wk-form4_1736197309.xml · nonDerivative · entry 1 King Melissa Ann · CIK 0002046429 · SVP Product and Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,943 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.