Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | VP, Controller & Treasurer | August 14, 2026 | August 17, 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.
PAYCHEX INC
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,290 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Tax withholding · Disposed 130 · Balance 3,290 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 4,391 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 4,391 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 4,589 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,589 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $117.98 · Expires 2033-10-14 | Direct | 1,960 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,960 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 7,145 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,145 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 7,310 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,310 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $110.00 · Expires 2036-07-14 | Direct | 11,082 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,082 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units.
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 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 130 | $122.02 | $15,862.60 |
DisclosureSEC source: 0001193125-26-353992 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,290 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 17, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,615 | $115.92 | $303,130.80 |
DisclosureSEC source: 0001193125-26-307759 · ownership.xml · nonDerivative · entry 3 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,420 Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 11,082 | $110.00 Strike: $110.00 | $1,219,020.00 |
DisclosureSEC source: 0001193125-26-307759 · ownership.xml · derivative · entry 4 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,082 Underlying: Common Stock · 11,082 shares Expires 2036-07-14 Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-307759 · ownership.xml · nonDerivative · entry 2 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,035 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 1,172 | $110.00 | $128,920.00 |
DisclosureSEC source: 0001193125-26-307759 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,217 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 38 | $127.52 | $4,845.76 |
DisclosureSEC source: 0001193125-25-242456 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,389 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 296 | $138.25 | $40,922.00 |
DisclosureSEC source: 0000950170-25-109704 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,427 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 1,843 | $140.98 | $259,826.14 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · nonDerivative · entry 5 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,723 Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,310 | $140.68 Strike: $140.68 | $1,028,370.80 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · derivative · entry 6 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,310 Underlying: Common Stock · 7,310 shares Expires 2035-07-14 Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · nonDerivative · entry 4 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,566 F3 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · nonDerivative · entry 3 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,393 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · nonDerivative · entry 2 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,700 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 1,005 | $140.68 | $141,383.40 |
DisclosureSEC source: 0000950170-25-096601 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,172 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 38 | $142.30 | $5,407.40 |
DisclosureSEC source: 0000950170-24-115285 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,177 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,344 | $125.34 | $293,796.96 |
DisclosureSEC source: 0000950170-24-098482 · ownership.xml · nonDerivative · entry 2 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,215 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 443 | $125.82 | $55,738.26 |
DisclosureSEC source: 0000950170-24-098482 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,559 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,145 | $121.63 Strike: $121.63 | $869,046.35 |
DisclosureSEC source: 0000950170-24-084230 · ownership.xml · derivative · entry 4 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,145 Underlying: Common Stock · 7,145 shares Expires 2034-07-14 Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084230 · ownership.xml · nonDerivative · entry 3 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,874 F3 · shares: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084230 · ownership.xml · nonDerivative · entry 2 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,037 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 167 | $121.63 | $20,312.21 |
DisclosureSEC source: 0000950170-24-084230 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,968 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 15, 2024 Filed Aug 6, 2024 20:00 UTC Amendment | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-091722 · ownership.xml · nonDerivative · entry 1 Simmons Christopher C · CIK 0001994303 · VP, Controller & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,002 F1 · shares: This report on Form 4/A is being filed solely to correct an administrative error with respect to the number of performance shares granted, which was underreported in the initial Form 4. 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.