Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Sr. Vice President, Paycor | October 01, 2026 | October 03, 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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,213 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 1,762 · Balance 54,213 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 14,767 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 14,767 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $110.00 · Expires 2036-07-14 | Direct | 23,088 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 23,088 |
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 / restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PAYCOR HCM, INC.
Report date April 14, 2025 · Filed April 15, 2025
Section 16 reporting ended · disclosed 2025-04-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-04-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-14 · Disposition to issuer · Disposed 490,942 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest. F2: The shares of Common Stock reported as disposed by the reporting person include in the aggregate 349,375 shares underlying unvested restricted stock awards and unvested restricted stock units ("Company Stock Awards") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, exchanged for a number of shares of restricted stock and restricted stock units, as applicable, of Parent subject to the same terms and conditions as were applicable to such Company Stock Awards immediately prior to the Effective Time. F3: Includes 6 shares of Common Stock acquired by the reporting person pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan which, due to administrative error, were inadvertently omitted from the acquisition transaction reported on the reporting person's Form 4 filed on July 26, 2022 and from the total shares of Common Stock reported as beneficially owned by the reporting person on subsequent Form 4s filed by the reporting person. Row 2 · 2025-04-14 · Grant · Acquired 91,614 · Balance 91,614 F4: Represents a deemed acquisition of shares of Common Stock underlying unvested performance-based restricted stock units ("PSUs") based on the actual level of performance as of the Effective Time, as determined in good faith by the Compensation and Benefits Committee of the Board of Directors of the Issuer, as provided under the terms of the Merger Agreement. Row 3 · 2025-04-14 · Disposition to issuer · Disposed 91,614 · Balance 0 F5: Pursuant to the Merger Agreement, at or immediately prior to the Effective Time, each PSU was exchanged for a number of restricted stock units of Parent, subject to the same terms and conditions (excluding any performance-based vesting conditions) as were applicable to such PSUs immediately prior to the Effective Time. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2031-07-20 | Direct | 0 |
Reported balance
After 2025-04-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-14 · Disposition to issuer · Disposed 173,611 · Balance 0 F6: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.56 · Expires 2032-10-01 | Direct | 0 |
Reported balance
After 2025-04-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-14 · Disposition to issuer · Disposed 105,080 · Balance 0 F6: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.83 · Expires 2033-10-01 | Direct | 0 |
Reported balance
After 2025-04-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-04-14 · Disposition to issuer · Disposed 92,184 · Balance 0 F6: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest.
F2: The shares of Common Stock reported as disposed by the reporting person include in the aggregate 349,375 shares underlying unvested restricted stock awards and unvested restricted stock units ("Company Stock Awards") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, exchanged for a number of shares of restricted stock and restricted stock units, as applicable, of Parent subject to the same terms and conditions as were applicable to such Company Stock Awards immediately prior to the Effective Time.
F3: Includes 6 shares of Common Stock acquired by the reporting person pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan which, due to administrative error, were inadvertently omitted from the acquisition transaction reported on the reporting person's Form 4 filed on July 26, 2022 and from the total shares of Common Stock reported as beneficially owned by the reporting person on subsequent Form 4s filed by the reporting person.
F4: Represents a deemed acquisition of shares of Common Stock underlying unvested performance-based restricted stock units ("PSUs") based on the actual level of performance as of the Effective Time, as determined in good faith by the Compensation and Benefits Committee of the Board of Directors of the Issuer, as provided under the terms of the Merger Agreement.
F5: Pursuant to the Merger Agreement, at or immediately prior to the Effective Time, each PSU was exchanged for a number of restricted stock units of Parent, subject to the same terms and conditions (excluding any performance-based vesting conditions) as were applicable to such PSUs immediately prior to the Effective Time.
F6: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 1,762 | $100.84 | $177,680.08 |
DisclosureSEC source: 0001193125-26-412201 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,213 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, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 23,088 | $110.00 Strike: $110.00 | $2,539,680.00 |
DisclosureSEC source: 0001193125-26-307758 · ownership.xml · derivative · entry 3 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,088 Underlying: Common Stock · 23,088 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 | 3,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-307758 · ownership.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,975 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 | 299 | $110.00 | $32,890.00 |
DisclosureSEC source: 0001193125-26-307758 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,566 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 2,678 | $102.71 | $275,057.38 |
DisclosureSEC source: 0001193125-26-294439 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,865 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 |
| April 01, 2026 Filed Apr 3, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 2,249 | $90.91 | $204,456.59 |
DisclosureSEC source: 0001193125-26-142077 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,543 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 |
| December 31, 2025 Filed Jan 5, 2026 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 1,811 | $112.18 | $203,157.98 |
DisclosureSEC source: 0001193125-26-002358 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,792 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 |
| October 01, 2025 Filed Oct 3, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 8,902 | $124.01 | $1,103,937.02 |
DisclosureSEC source: 0001193125-25-230055 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,603 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, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 14,767 | $140.68 Strike: $140.68 | $2,077,421.56 |
DisclosureSEC source: 0000950170-25-096593 · ownership.xml · derivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,767 Underlying: Common Stock · 14,767 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 | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096593 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,505 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 881 | $147.42 | $129,877.02 |
DisclosureSEC source: 0000950170-25-093827 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Sr. Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,373 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 |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerStock Option (Right to Buy) · Derivative | 92,184 | $0.00 Strike: $22.83 | $0.00 |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · derivative · entry 6 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,184 shares Expires 2033-10-01 F6 · derivative.exercise_date: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerStock Option (Right to Buy) · Derivative | 105,080 | $0.00 Strike: $29.56 | $0.00 |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · derivative · entry 5 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,080 shares Expires 2032-10-01 F6 · derivative.exercise_date: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerStock Option (Right to Buy) · Derivative | 173,611 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · derivative · entry 4 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 173,611 shares Expires 2031-07-20 F6 · derivative.exercise_date: Pursuant to the Merger Agreement, this stock option was, at the Effective Time, automatically cancelled for no consideration. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerCommon Stock | 91,614 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · nonDerivative · entry 3 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F5 · price: Pursuant to the Merger Agreement, at or immediately prior to the Effective Time, each PSU was exchanged for a number of restricted stock units of Parent, subject to the same terms and conditions (excluding any performance-based vesting conditions) as were applicable to such PSUs immediately prior to the Effective Time. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 91,614 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,614 F4 · shares: Represents a deemed acquisition of shares of Common Stock underlying unvested performance-based restricted stock units ("PSUs") based on the actual level of performance as of the Effective Time, as determined in good faith by the Compensation and Benefits Committee of the Board of Directors of the Issuer, as provided under the terms of the Merger Agreement. Read SEC document |
| April 14, 2025 Filed Apr 15, 2025 17:59 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Disposition to issuerCommon Stock | 490,942 | $22.50 | $11,046,195.00 |
DisclosureSEC source: 0000950170-25-054369 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of January 7, 2025 (the "Merger Agreement"), by and among the Issuer, Paychex, Inc. ("Parent"), and Skyline Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $22.50 per share in cash, without interest. F2 · kind: The shares of Common Stock reported as disposed by the reporting person include in the aggregate 349,375 shares underlying unvested restricted stock awards and unvested restricted stock units ("Company Stock Awards") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, exchanged for a number of shares of restricted stock and restricted stock units, as applicable, of Parent subject to the same terms and conditions as were applicable to such Company Stock Awards immediately prior to the Effective Time. F3 · shares: Includes 6 shares of Common Stock acquired by the reporting person pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan which, due to administrative error, were inadvertently omitted from the acquisition transaction reported on the reporting person's Form 4 filed on July 26, 2022 and from the total shares of Common Stock reported as beneficially owned by the reporting person on subsequent Form 4s filed by the reporting person. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 21:18 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 41,916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-004957 · dp227766_4-ante.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Senior Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,254 F2 · shares: Reflects the conversion of restricted stock awards with respect to common stock of Paycor Common Stock, held by the reporting person as of April 14, 2025, into restricted stock awards with respect to Paychex Common Stock, in accordance with the terms of the Merger Agreement. F2 · price: Reflects the conversion of restricted stock awards with respect to common stock of Paycor Common Stock, held by the reporting person as of April 14, 2025, into restricted stock awards with respect to Paychex Common Stock, in accordance with the terms of the Merger Agreement. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 21:18 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 25,338 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-004957 · dp227766_4-ante.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Senior Vice President, Paycor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,338 F1 · shares: Reflects the conversion of restricted stock units with respect to common stock of Paycor HCM Inc. ("Paycor"), par value $0.001 per share ("Paycor Common Stock"), held by the reporting person as of April 14, 2025, into restricted stock units with respect to common stock of the Issuer, par value $0.001 per share ("Paychex Common Stock"), in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2025, by and among Paycor, the Issuer and Skyline Merger Sub, Inc. (the "Merger Agreement"). F1 · price: Reflects the conversion of restricted stock units with respect to common stock of Paycor HCM Inc. ("Paycor"), par value $0.001 per share ("Paycor Common Stock"), held by the reporting person as of April 14, 2025, into restricted stock units with respect to common stock of the Issuer, par value $0.001 per share ("Paychex Common Stock"), in accordance with the terms of the Agreement and Plan of Merger, dated as of January 7, 2025, by and among Paycor, the Issuer and Skyline Merger Sub, Inc. (the "Merger Agreement"). Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 17:25 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 6,538 | $22.47 | $146,908.86 |
DisclosureSEC source: 0001839439-25-000027 · wk-form4_1743629151.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490,936 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of RSUs. Read SEC document |
| March 07, 2025 Filed Apr 2, 2025 17:25 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 336 | $15.59 | $5,238.24 |
DisclosureSEC source: 0001839439-25-000027 · wk-form4_1743629151.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,474 F1 · shares: The reported securities were acquired pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan for the purchase period ended March 7, 2025. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 17:07 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 6,979 | $18.57 | $129,600.03 |
DisclosureSEC source: 0001839439-25-000004 · wk-form4_1735942034.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,138 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of RSUs. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 19:31 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 274,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042250 · wk-form4_1727998311.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,117 F2 · kind: Consists of Restricted Stock Units ("RSUs"), 33% of which shall vest on October 1, 2025, with the remainder vesting in 8 quarterly installments thereafter, with the RSUs fully vesting on the third anniversary of the grant date. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 19:31 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 20,404 | $14.02 | $286,064.08 |
DisclosureSEC source: 0001628280-24-042250 · wk-form4_1727998311.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,275 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of RSUs. Read SEC document |
| July 23, 2024 Filed Jul 25, 2024 16:14 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,536 | $12.96 | $32,866.56 |
DisclosureSEC source: 0001839439-24-000037 · wk-form4_1721938478.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,679 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:43 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 1,822 | $12.84 | $23,394.48 |
DisclosureSEC source: 0001839439-24-000021 · wk-form4_1720039401.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,215 Read SEC document |
| June 30, 2024 Filed Jul 3, 2024 16:43 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 1,190 | $10.80 | $12,852.00 |
DisclosureSEC source: 0001839439-24-000021 · wk-form4_1720039401.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,037 F1 · shares: The reported securities were acquired pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan for the purchase period ended June 30, 2024. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 18:14 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,536 | $17.54 | $44,481.44 |
DisclosureSEC source: 0000950170-24-048542 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,847 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:44 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 1,822 | $18.86 | $34,362.92 |
DisclosureSEC source: 0000950170-24-041399 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,383 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 19:09 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,652 | $20.37 | $54,021.24 |
DisclosureSEC source: 0000950170-24-007605 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,205 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 19:23 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,047 | $20.28 | $41,513.16 |
DisclosureSEC source: 0000950170-24-004069 · ownership.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,857 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| December 31, 2023 Filed Jan 11, 2024 19:23 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 369 | $18.35 | $6,771.15 |
DisclosureSEC source: 0000950170-24-004069 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,904 F1 · timeliness: The reported securities were acquired pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan for the purchase period ended December 31, 2023. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 19:56 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | SaleCommon Stock | 5,000 | $21.10 | $105,500.00 |
DisclosureSEC source: 0000950170-23-067437 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 261,535 F1 · shares: The sale of shares of Common Stock reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 30, 2023. Read SEC document |
| October 23, 2023 Filed Oct 25, 2023 18:09 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,536 | $23.31 | $59,114.16 |
DisclosureSEC source: 0000950170-23-055311 · ownership.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,535 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 19:33 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantStock Option (Right to Buy) · Derivative | 92,184 | $0.00 Strike: $22.83 | $0.00 |
DisclosureSEC source: 0000899243-23-019840 · doc4.xml · derivative · entry 3 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,184 Underlying: Common Stock · 92,184 shares Expires 2033-10-01 F3 · derivative.exercise_date: 33% of the stock options vest and become exercisable on October 1, 2024, with the remainder vesting in 24 monthly installments thereafter, with the stock options fully vesting on the third anniversary of the grant date, subject in each case to the reporting person's continued service though the applicable vesting date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 19:33 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 7,176 | $22.83 | $163,828.08 |
DisclosureSEC source: 0000899243-23-019840 · doc4.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,071 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of RSUs. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 19:33 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 131,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-019840 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,247 F1 · kind: Consists of Restricted Stock Units ("RSUs"), 33% of which shall vest on October 1, 2024, with the remainder vesting in 8 quarterly installments thereafter, with the RSUs fully vesting on the third anniversary of the grant date. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| July 23, 2023 Filed Jul 25, 2023 18:33 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 6,220 | $25.58 | $159,107.60 |
DisclosureSEC source: 0000899243-23-017523 · doc4.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,840 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 25, 2023 18:33 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 681 | $20.12 | $13,701.72 |
DisclosureSEC source: 0000899243-23-017523 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,060 F1 · timeliness: The reported securities were acquired pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan for the purchase period ended June 30, 2022. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| April 23, 2023 Filed Apr 25, 2023 17:11 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,536 | $24.59 | $62,360.24 |
DisclosureSEC source: 0000899243-23-011650 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,379 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 19:12 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 6,487 | $24.46 | $158,672.02 |
DisclosureSEC source: 0000899243-23-002695 · doc4.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,915 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| December 31, 2022 Filed Jan 25, 2023 19:12 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 363 | $20.80 | $7,550.40 |
DisclosureSEC source: 0000899243-23-002695 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,402 F1 · timeliness: The reported securities were acquired pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan for the purchase period ended December 31, 2022. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| October 23, 2022 Filed Oct 25, 2022 17:36 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 2,536 | $29.30 | $74,304.80 |
DisclosureSEC source: 0000899243-22-034143 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,039 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:30 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantStock Option (Right to Buy) · Derivative | 105,080 | $0.00 Strike: $29.56 | $0.00 |
DisclosureSEC source: 0000899243-22-032850 · doc4.xml · derivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,080 Underlying: Common Stock · 105,080 shares Expires 2032-10-01 F2 · derivative.exercise_date: 33% of the stock options vest and become exercisable on October 1, 2023, with the remainder vesting in 24 monthly installments thereafter, with the stock options fully vesting on the third anniversary of the grant date, subject in each case to the reporting period's continued service though the applicable vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:30 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 50,745 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-032850 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,575 F1 · kind: Consists of Restricted Stock Units ("RSUs"), 33% of which shall vest on October 1, 2023, with the remainder vesting in 8 quarterly installments thereafter, with the RSUs fully vesting on the third anniversary of the grant date. Each RSU represents the right to receive one share of Common Stock, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| July 23, 2022 Filed Jul 26, 2022 18:15 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | Tax withholdingCommon Stock | 13,675 | $25.58 | $349,806.50 |
DisclosureSEC source: 0000899243-22-026750 · doc4.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,830 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 26, 2022 18:15 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 876 | $22.10 | $19,359.60 |
DisclosureSEC source: 0000899243-22-026750 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,505 F1 · timeliness: The reported securities were acquired pursuant to the Paycor HCM Inc. 2021 Employee Stock Purchase Plan for the purchase period ended June 30, 2022. As an exempt acquisition pursuant to Rule 16b-3(c), the transaction is being voluntarily reported. Read SEC document |
| January 03, 2022 Filed Jan 12, 2022 19:47 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 339 | $24.49 | $8,302.11 |
DisclosureSEC source: 0000899243-22-001821 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,991 F1 · timeliness: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Paycor HCM, Inc. 2021 Employee Stock Purchase Plan (the ESPP) for the purchase period of September 1, 2021 through December 31, 2021. The acquisition of those 339 shares was also exempt pursuant to Rule 16b-3(c). Read SEC document |
| July 23, 2021 Filed Jul 23, 2021 17:05 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 70,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029701 · doc4.xml · nonDerivative · entry 2 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,652 F2 · shares: Consists of Restricted Stock Units ("RSUs") issued under the Paycor HCM, Inc. 2021 Omnibus Incentive Plan. Each RSU represents the right to receive one share of Common Stock. Read SEC document |
| July 23, 2021 Filed Jul 23, 2021 17:05 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | PurchaseCommon Stock | 10,000 | $23.00 | $230,000.00 |
DisclosureSEC source: 0000899243-21-029701 · doc4.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a directed share program held by the issuer in connection with its initial public offering. 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.