Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Indigo Acquisition Corp.INACU · Entity 6512 | Director | June 30, 2025 | June 30, 2025 |
| PAYCHEX INCPAYX · Entity 249 | Director | August 05, 2024 | August 06, 2024 |
| TechTarget Holdings Inc.TTGT · Entity 85489 | Director | December 02, 2024 | December 03, 2024 |
| TechTarget, Inc.TTGT · Entity 6039 | Director | August 11, 2026 | August 13, 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.
Indigo Acquisition Corp.
Report date June 30, 2025 · Filed June 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2025-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,000 |
PAYCHEX INC
Report date August 05, 2024 · Filed August 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,383 |
Ending reported balance
After 2024-08-05 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-08-05 · Exercise / conversion · Acquired 8,641 · Balance 14,024 Row 2 · 2024-08-05 · Sale · Disposed 8,641 · Balance 5,383 Row 3 · 2024-08-05 · Exercise / conversion · Acquired 5,793 · Balance 11,176 Row 4 · 2024-08-05 · Sale · Disposed 5,793 · Balance 5,383 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $70.37 · Expires 2028-07-11 | Direct | 0 |
Reported balance
After 2024-08-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-08-05 · Exercise / conversion · Disposed 8,641 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 0 |
Reported balance
After 2024-08-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-08-05 · Exercise / conversion · Disposed 5,793 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 3,382 |
Reported balance
Holding disclosure · report date 2024-08-05 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,382 |
| Common Stock - Family TrustSEC Table I · non-derivative | IndirectKatherine S. Flaschen Irrevocable Trust | 6,335.666 |
Reported balance
Holding disclosure · report date 2024-08-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,335.666 |
| Common Stock - Family TrustSEC Table I · non-derivative | IndirectThe DJ Flaschen Irrevocable Trust | 6,335.666 |
Reported balance
Holding disclosure · report date 2024-08-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 6,335.666 |
| Common Stock - Family TrustSEC Table I · non-derivative | Direct | 33,247.536 |
Reported balance
Holding disclosure · report date 2024-08-05 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 33,247.536 |
TechTarget Holdings Inc.
Report date December 02, 2024 · Filed December 03, 2024
This filing explicitly reported no securities owned.
TechTarget, Inc.
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,459 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 1,867 · Balance 12,459 F1: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. 2026 Non-Employee Director Compensation Plan and represent applicable meeting fees for the first six months of 2026. The number of shares was determined by dividing compensation payable by the closing price on August 11, 2026 of TechTarget, Inc.'s common stock as reported by Nasdaq. |
| Common StockSEC Table I · non-derivative | IndirectFlaschen Family Trust | 20,000 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. 2026 Non-Employee Director Compensation Plan and represent applicable meeting fees for the first six months of 2026. The number of shares was determined by dividing compensation payable by the closing price on August 11, 2026 of TechTarget, Inc.'s common stock as reported by Nasdaq.
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 11, 2026 Filed Aug 13, 2026 20:30 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantCommon Stock | 1,867 | $3.75 | $7,001.25 |
DisclosureSEC source: 0001193125-26-349325 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,459 F1 · kind: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. 2026 Non-Employee Director Compensation Plan and represent applicable meeting fees for the first six months of 2026. The number of shares was determined by dividing compensation payable by the closing price on August 11, 2026 of TechTarget, Inc.'s common stock as reported by Nasdaq. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 21:30 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $3.66 | $0.00 |
DisclosureSEC source: 0001193125-26-271327 · ownership.xml · derivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2036-06-10 F1 · derivative.exercise_date: The stock option was granted in accordance with the TechTarget, Inc. 2026 Non-Employee Director Compensation Plan and the 2024 Incentive Plan and represents a right to purchase 5,000 shares of TechTarget's Common Stock. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:30 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantCommon Stock | 6,702 | $5.82 | $39,005.64 |
DisclosureSEC source: 0001193125-25-319272 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,592 F1 · kind: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. non-employee director compensation program and represent meeting fees and retainers. The number of shares was determined by dividing compensation payable by the closing price on December 11, 2025 of TechTarget, Inc.'s common stock as reported by Nasdaq. Read SEC document |
| September 12, 2025 Filed Sep 15, 2025 20:30 UTC | TechTarget, Inc. TTGT · Entity 6039 | PurchaseCommon Stock | 20,000 | $5.97 | $119,324.00 |
DisclosureSEC source: 0001193125-25-203643 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Flaschen Family Trust Disclosed balance after: 20,000 Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 20:30 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantCommon Stock | 2,250 | $6.00 | $13,500.00 |
DisclosureSEC source: 0000950170-25-109421 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,890 F1 · shares: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. 2025 Non-Employee Director Compensation Plan and represent applicable meeting fees for the first six months of 2025. The number of shares was determined by dividing compensation payable by the closing price on August 14, 2025 of TechTarget, Inc.'s common stock as reported by Nasdaq. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 21:00 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $8.70 | $0.00 |
DisclosureSEC source: 0000950170-25-099228 · ownership.xml · derivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2035-07-23 F1 · derivative.exercise_date: The stock option was granted in accordance with the TechTarget, Inc. 2025 Non-Employee Director Compensation Plan and the 2024 Incentive Plan and represents a right to purchase 5,000 shares of TechTarget's Common Stock. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:05 UTC | TechTarget, Inc. TTGT · Entity 6039 | GrantCommon Stock | 1,640 | $19.82 | $32,504.80 |
DisclosureSEC source: 0000950170-25-001129 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,640 F1 · shares: These shares were issued under the TechTarget, Inc. 2024 Incentive Plan pursuant to an award as part of the TechTarget, Inc. 2025 Non-Employee Director Compensation Plan and represent applicable meeting fees and retainers. The number of shares was determined by dividing compensation payable by the closing price on December 31, 2024 of TechTarget, Inc.'s common stock as reported by Nasdaq. Read SEC document |
| August 24, 2024 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 45.431 | $122.31 | $5,556.48 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 9 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The DJ Flaschen Irrevocable Trust Disclosed balance after: 6,288.686 Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 5,793 | $0.00 Strike: $73.53 | $0.00 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · derivative · entry 9 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,793 shares Expires 2030-07-14 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 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 8,641 | $0.00 Strike: $70.37 | $0.00 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · derivative · entry 8 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,641 shares Expires 2028-07-11 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 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 5,793 | $125.19 | $725,225.67 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · nonDerivative · entry 4 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 5,793 | $73.53 | $425,959.29 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · nonDerivative · entry 3 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,176 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 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 8,641 | $125.22 | $1,082,026.02 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · nonDerivative · entry 2 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 8,641 | $70.37 | $608,067.17 |
DisclosureSEC source: 0000950170-24-091719 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,024 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 |
| July 26, 2024 Filed Jul 30, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 9,615 | $0.00 Strike: $57.20 | $0.00 |
DisclosureSEC source: 0000950170-24-087826 · ownership.xml · derivative · entry 6 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,615 shares Expires 2027-07-12 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 |
| July 26, 2024 Filed Jul 30, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 9,615 | $125.60 | $1,207,644.00 |
DisclosureSEC source: 0000950170-24-087826 · ownership.xml · nonDerivative · entry 2 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| July 26, 2024 Filed Jul 30, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 9,615 | $57.20 | $549,978.00 |
DisclosureSEC source: 0000950170-24-087826 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,998 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 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 10,220 | $0.00 Strike: $60.59 | $0.00 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · derivative · entry 11 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,220 shares Expires 2026-07-06 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 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 9,489 | $0.00 Strike: $47.43 | $0.00 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · derivative · entry 10 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,489 shares Expires 2025-07-08 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 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 1,820 | $125.34 | $228,118.80 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 6 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 8,400 | $124.38 | $1,044,792.00 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 5 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,203 Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 10,220 | $60.59 | $619,229.80 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 4 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,603 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 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 1,746 | $125.35 | $218,861.10 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 3 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 7,743 | $124.36 | $962,919.48 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 2 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,129 Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 9,489 | $47.43 | $450,063.27 |
DisclosureSEC source: 0000950170-24-065164 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,872 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 3,027 | $0.00 Strike: $115.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · derivative · entry 12 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,027 shares Expires 2032-07-14 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 5,075 | $0.00 Strike: $112.67 | $0.00 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · derivative · entry 11 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,075 shares Expires 2031-07-14 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 7,929 | $0.00 Strike: $85.33 | $0.00 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · derivative · entry 10 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,929 shares Expires 2029-07-10 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 7,929 | $119.82 | $950,052.78 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 6 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 7,929 | $85.33 | $676,581.57 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 5 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,312 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 5,075 | $119.77 | $607,832.75 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 4 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 5,075 | $112.67 | $571,800.25 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 3 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,458 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 |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 3,027 | $119.73 | $362,422.71 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 2 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 Read SEC document |
| December 28, 2023 Filed Dec 29, 2023 21:13 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 3,027 | $115.00 | $348,105.00 |
DisclosureSEC source: 0001209191-23-059989 · doc4.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,410 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 28, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 246.536 | $119.13 | $29,370.89 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 11 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,247.536 F1 · shares: The reporting person's DRIP acquisitions of the issuer's common stock reported herein were inadvertently broker-initiated and any profit has been fully disgorged. These acquisitions are matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 340.496 shares, with the reporting person's purchase of: (i) 246.536 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Flaschen Family Trust; (ii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Katherine S. Flaschen Irrevocable Trust; and (iii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the DJ Flaschen Irrevocable Trust. The reporting person has paid the issuer $233.48, representing the full amount of the profit realized in connection with the short-swing transaction. Read SEC document |
| November 28, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 46.98 | $119.13 | $5,596.93 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 10 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The DJ Flaschen Irrevocable Trust Disclosed balance after: 6,335.666 F1 · shares: The reporting person's DRIP acquisitions of the issuer's common stock reported herein were inadvertently broker-initiated and any profit has been fully disgorged. These acquisitions are matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 340.496 shares, with the reporting person's purchase of: (i) 246.536 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Flaschen Family Trust; (ii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Katherine S. Flaschen Irrevocable Trust; and (iii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the DJ Flaschen Irrevocable Trust. The reporting person has paid the issuer $233.48, representing the full amount of the profit realized in connection with the short-swing transaction. Read SEC document |
| November 28, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 46.98 | $119.13 | $5,596.93 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 5 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Katherine S. Flaschen Irrevocable Trust Disclosed balance after: 6,335.666 F1 · shares: The reporting person's DRIP acquisitions of the issuer's common stock reported herein were inadvertently broker-initiated and any profit has been fully disgorged. These acquisitions are matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 340.496 shares, with the reporting person's purchase of: (i) 246.536 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Flaschen Family Trust; (ii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the Katherine S. Flaschen Irrevocable Trust; and (iii) 46.98 shares of the issuer's common stock at a price of $119.1343 per share on November 28, 2023 through the DJ Flaschen Irrevocable Trust. The reporting person has paid the issuer $233.48, representing the full amount of the profit realized in connection with the short-swing transaction. Read SEC document |
| August 24, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 45.431 | $122.31 | $5,556.48 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 4 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Katherine S. Flaschen Irrevocable Trust Disclosed balance after: 6,288.686 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:46 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,382 | $120.86 Strike: $120.86 | $408,748.52 |
DisclosureSEC source: 0001209191-23-042384 · doc4.xml · derivative · entry 6 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 3,382 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:46 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042384 · doc4.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,383 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 25, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 51.23 | $107.57 | $5,510.86 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 8 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The DJ Flaschen Irrevocable Trust Disclosed balance after: 6,243.255 Read SEC document |
| May 25, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 51.23 | $107.57 | $5,510.86 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 3 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Katherine S. Flaschen Irrevocable Trust Disclosed balance after: 6,243.255 Read SEC document |
| February 23, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 43.743 | $111.04 | $4,857.14 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 7 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The DJ Flaschen Irrevocable Trust Disclosed balance after: 6,192.025 Read SEC document |
| February 23, 2023 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 43.743 | $111.04 | $4,857.14 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 2 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Katherine S. Flaschen Irrevocable Trust Disclosed balance after: 6,192.025 Read SEC document |
| November 23, 2022 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 39.282 | $116.24 | $4,566.14 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 6 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The DJ Flaschen Irrevocable Trust Disclosed balance after: 6,148.282 Read SEC document |
| November 23, 2022 Filed Mar 8, 2024 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | PurchaseCommon Stock - Family Trust | 39.282 | $116.24 | $4,566.14 |
DisclosureSEC source: 0000950170-24-028607 · ownership.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Katherine S. Flaschen Irrevocable Trust Disclosed balance after: 6,148.282 Read SEC document |
| October 07, 2022 Filed Oct 11, 2022 19:45 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 2,000 | $0.00 Strike: $47.43 | $0.00 |
DisclosureSEC source: 0001209191-22-053256 · doc4.xml · derivative · entry 5 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,489 Underlying: Common Stock · 2,000 shares Expires 2025-07-08 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 |
| October 07, 2022 Filed Oct 11, 2022 19:45 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 2,000 | $47.43 | $94,860.00 |
DisclosureSEC source: 0001209191-22-053256 · doc4.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,618 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 29, 2022 Filed Aug 31, 2022 23:57 UTC | PAYCHEX INC PAYX · Entity 249 | OtherCommon Stock - Family Trust | 8,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048192 · doc4.xml · nonDerivative · entry 1 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David J.S. Flaschen 2020 GRAT Disclosed balance after: 12,218 F1 · shares: Shares were transferred to the Flaschen Family Trust. Read SEC document |
| August 26, 2022 Filed Aug 31, 2022 23:57 UTC | PAYCHEX INC PAYX · Entity 249 | GiftCommon Stock - Family Trust | 6,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048192 · doc4.xml · nonDerivative · entry 3 FLASCHEN DAVID J S · CIK 0001229143 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · David J.S. Flaschen 2020 GRAT Disclosed balance after: 0 F3 · shares: Shares were gifted to The DJ Flaschen Irrevocable Trust. 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.