Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Director | August 14, 2026 | August 18, 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 August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 9,199 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 2,207 · Balance 9,199 F1: 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 2,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000088 · wk-form4_1787083387.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,199 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001806680-25-000004 · wk-form4_1755633965.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,992 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000195 · wk-form4_1724098114.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,731 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:49 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 927 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000150 · wk-form4_1692305384.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,393 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000120 · wf-form4_166076680286118.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,466 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. 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 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005414 · primarydocument.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,520 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 170 | $193.31 | $32,862.70 |
DisclosureSEC source: 0001562180-20-006826 · primarydocument.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,581 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:25 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005492 · primarydocument.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751 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 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| March 26, 2020 Filed Mar 27, 2020 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 545 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002729 · primarydocument.xml · nonDerivative · entry 1 Pederson Robin Le · CIK 0001806680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545 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 50% on May 15, 2020 and 50% on August 15, 2020. The grant will be settled pursuant to the terms of the Issuer's 2014 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.