Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOULIHAN LOKEY, INC.HLI · Entity 3553 | See Remarks | September 16, 2026 | September 25, 2026 |
| PAYCHEX INCPAYX · Entity 249 | Chief Legal Officer, Secretary | July 15, 2026 | July 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.
HOULIHAN LOKEY, INC.
Report date September 16, 2026 · Filed September 25, 2026
This filing explicitly reported no securities owned.
PAYCHEX INC
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,664 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Tax withholding · Disposed 282 · Balance 1,664 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 $121.63 · Expires 2034-07-14 | Direct | 7,558 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,558 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 7,383 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,383 |
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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 282 | $110.00 | $31,020.00 |
DisclosureSEC source: 0001193125-26-307757 · ownership.xml · nonDerivative · entry 1 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,664 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, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,383 | $140.68 Strike: $140.68 | $1,038,640.44 |
DisclosureSEC source: 0000950170-25-096596 · ownership.xml · derivative · entry 3 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,383 Underlying: Common Stock · 7,383 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 | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096596 · ownership.xml · nonDerivative · entry 2 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,946 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, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 137 | $140.68 | $19,273.16 |
DisclosureSEC source: 0000950170-25-096596 · ownership.xml · nonDerivative · entry 1 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 880 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 | 7,558 | $121.63 Strike: $121.63 | $919,279.54 |
DisclosureSEC source: 0000950170-24-084235 · ownership.xml · derivative · entry 2 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,558 Underlying: Common Stock · 7,558 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 | 1,017 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084235 · ownership.xml · nonDerivative · entry 1 Bhandari Prabha S · CIK 0002024279 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock 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.