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 |
|---|---|---|---|---|---|---|
| July 23, 2021 Filed Jan 25, 2022 17:15 UTC Amendment | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantCommon Stock | 42,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003167 · doc4a.xml · nonDerivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,629 F1 · kind: Consists of Restricted Stock Units ("RSUs") issued in settlement of the long-term incentive plan units by the Issuer in connection with its initial public offering. Each RSU represents the right to receive one share of Common Stock. F1 · shares: Consists of Restricted Stock Units ("RSUs") issued in settlement of the long-term incentive plan units by the Issuer in connection with its initial public offering. Each RSU represents the right to receive one share of Common Stock. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 20:44 UTC | PAYCOR HCM, INC. PYCR · Entity 80764 | GrantStock Option (Right to Buy) · Derivative | 173,611 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029568 · doc4.xml · derivative · entry 1 ANTE ADAM BROOKS · CIK 0001857902 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,611 Underlying: Common Stock · 173,611 shares Expires 2031-07-20 F1 · derivative.exercise_date: Stock options granted on July 20, 2021, 33.3333% of which shall vest and become exercisable on July 20, 2022, with the remainder vesting in 24 equal monthly installments thereafter, with full vesting on the third anniversary. 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.