Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | May 20, 2026 | May 21, 2026 |
| PAYCHEX INCPAYX · Entity 249 | Sr. VP, CFO | July 20, 2026 | July 21, 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.
FINANCIAL INSTITUTIONS INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,643 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 2,643 |
PAYCHEX INC
Report date July 20, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,547 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Sale · Disposed 2,600 · Balance 18,547 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 339 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 339 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 16,519 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 16,519 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 9,102 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,102 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 7,684 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,684 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 8,846 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,846 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $117.98 · Expires 2033-10-14 | Direct | 4,237 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,237 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 18,322 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 18,322 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 18,458 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 18,458 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $110.00 · Expires 2036-07-14 | Direct | 29,553 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 29,553 |
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 |
|---|---|---|---|---|---|---|
| July 20, 2026 Filed Jul 21, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,600 | $115.09 | $299,234.00 |
DisclosureSEC source: 0001193125-26-310268 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,547 Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 29,553 | $110.00 Strike: $110.00 | $3,250,830.00 |
DisclosureSEC source: 0001193125-26-307755 · ownership.xml · derivative · entry 4 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,553 Underlying: Common Stock · 29,553 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 | 4,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-307755 · ownership.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,147 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 | 2,382 | $110.00 | $262,020.00 |
DisclosureSEC source: 0001193125-26-307755 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,783 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:07 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001782792-26-000002 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,643 Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 116 | $127.52 | $14,792.32 |
DisclosureSEC source: 0001193125-25-242465 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,165 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 | 3,160 | $140.63 | $444,390.80 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · nonDerivative · entry 5 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,281 Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 18,458 | $140.68 Strike: $140.68 | $2,596,671.44 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · derivative · entry 7 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,458 Underlying: Common Stock · 18,458 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 | 2,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · nonDerivative · entry 4 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,441 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 | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · nonDerivative · entry 3 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 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 | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,277 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 | 1,949 | $140.68 | $274,185.32 |
DisclosureSEC source: 0000950170-25-096600 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,331 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079690 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,361 Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 13,015 | $0.00 Strike: $85.46 | $0.00 |
DisclosureSEC source: 0000950170-24-115286 · ownership.xml · derivative · entry 6 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,015 shares Expires 2029-07-09 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 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 82 | $142.30 | $11,668.60 |
DisclosureSEC source: 0000950170-24-115286 · ownership.xml · nonDerivative · entry 4 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,280 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 | SaleCommon Stock | 400 | $142.95 | $57,180.00 |
DisclosureSEC source: 0000950170-24-115286 · ownership.xml · nonDerivative · entry 3 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,362 Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 12,615 | $142.33 | $1,795,492.95 |
DisclosureSEC source: 0000950170-24-115286 · ownership.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,762 Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 13,015 | $85.46 | $1,112,261.90 |
DisclosureSEC source: 0000950170-24-115286 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,377 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 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 18,322 | $121.63 Strike: $121.63 | $2,228,504.86 |
DisclosureSEC source: 0000950170-24-084229 · ownership.xml · derivative · entry 5 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,322 Underlying: Common Stock · 18,322 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 | 3,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084229 · ownership.xml · nonDerivative · entry 3 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,137 F3 · shares: Award of restricted stock, 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 | 2,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084229 · ownership.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,922 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 | 1,824 | $121.63 | $221,853.12 |
DisclosureSEC source: 0000950170-24-084229 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,456 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units. Read SEC document |
| July 15, 2024 Filed Aug 6, 2024 20:00 UTC Amendment | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-091720 · ownership.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,362 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 |
| October 15, 2023 Filed Oct 17, 2023 19:59 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 4,237 | $117.98 Strike: $117.98 | $499,881.26 |
DisclosureSEC source: 0001209191-23-052938 · doc4.xml · derivative · entry 3 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,237 Underlying: Common Stock · 4,237 shares Expires 2033-10-14 Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 19:59 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-052938 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · Sr. VP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,280 F1 · 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 |
| August 01, 2023 Filed Aug 2, 2023 19:49 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 214 | $125.81 | $26,923.34 |
DisclosureSEC source: 0001209191-23-044172 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,602 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, 2023 Filed Jul 17, 2023 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 8,846 | $120.86 Strike: $120.86 | $1,069,127.56 |
DisclosureSEC source: 0001209191-23-042394 · doc4.xml · derivative · entry 5 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,846 Underlying: Common Stock · 8,846 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042394 · doc4.xml · nonDerivative · entry 3 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,816 F3 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042394 · doc4.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,264 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 14, 2023 Filed Jul 17, 2023 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 931 | $120.86 | $112,520.66 |
DisclosureSEC source: 0001209191-23-042394 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,940 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 19:33 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 545 | $126.58 | $68,986.10 |
DisclosureSEC source: 0001209191-22-044143 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,871 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, 2022 Filed Jul 19, 2022 18:52 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,684 | $115.00 Strike: $115.00 | $883,660.00 |
DisclosureSEC source: 0001209191-22-042532 · doc4.xml · derivative · entry 4 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,684 Underlying: Common Stock · 7,684 shares Expires 2032-07-14 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:52 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042532 · doc4.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,416 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, 2022 Filed Jul 19, 2022 18:52 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 783 | $115.00 | $90,045.00 |
DisclosureSEC source: 0001209191-22-042532 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,199 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 19:20 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 1,191 | $116.80 | $139,108.80 |
DisclosureSEC source: 0001209191-22-041887 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,982 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| August 03, 2021 Filed Aug 3, 2021 20:07 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,238 | $113.49 | $253,990.62 |
DisclosureSEC source: 0001209191-21-049280 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,173 Read SEC document |
| August 01, 2021 Filed Aug 2, 2021 19:56 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 686 | $113.82 | $78,080.52 |
DisclosureSEC source: 0001209191-21-049045 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,411 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, 2021 Filed Jul 19, 2021 20:12 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 9,102 | $112.67 Strike: $112.67 | $1,025,522.34 |
DisclosureSEC source: 0001209191-21-047146 · doc4.xml · derivative · entry 5 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,102 Underlying: Common Stock · 9,102 shares Expires 2031-07-14 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:12 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 578 | $112.67 | $65,123.26 |
DisclosureSEC source: 0001209191-21-047146 · doc4.xml · nonDerivative · entry 3 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,097 F3 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:12 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 2,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047146 · doc4.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,675 F2 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:12 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047146 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,706 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 09, 2021 Filed Jul 12, 2021 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 133 | $111.90 | $14,882.70 |
DisclosureSEC source: 0001209191-21-046286 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,738 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| December 28, 2020 Filed Dec 28, 2020 20:49 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 3,559 | $94.93 | $337,855.87 |
DisclosureSEC source: 0001209191-20-065164 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,871 Read SEC document |
| August 03, 2020 Filed Aug 10, 2020 19:56 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 143 | $72.76 | $10,404.68 |
DisclosureSEC source: 0001209191-20-045917 · doc4.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,430 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| August 01, 2020 Filed Aug 10, 2020 19:56 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 610 | $71.92 | $43,871.20 |
DisclosureSEC source: 0001209191-20-045917 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,573 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, 2020 Filed Jul 17, 2020 20:14 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 16,519 | $73.53 Strike: $73.53 | $1,214,642.07 |
DisclosureSEC source: 0001209191-20-042804 · doc4.xml · derivative · entry 3 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,519 Underlying: Common Stock · 16,519 shares Expires 2030-07-14 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:14 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 4,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042804 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,183 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 19:56 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 110 | $73.30 | $8,063.00 |
DisclosureSEC source: 0001209191-20-042353 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,639 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 21:21 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 275 | $87.37 | $24,026.75 |
DisclosureSEC source: 0001209191-20-003668 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,749 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| August 03, 2019 Filed Aug 5, 2019 20:20 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 142 | $83.93 | $11,918.06 |
DisclosureSEC source: 0001209191-19-044527 · doc4.xml · nonDerivative · entry 2 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,024 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. 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.