Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | SVP, HCM, PEO & Insurance | 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.
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 | 8,763 |
Ending reported balance
After 2026-07-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-15 · Tax withholding · Disposed 300 · Balance 6,036 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Row 2 · 2026-07-15 · Grant · Acquired 2,727 · Balance 8,763 F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $110.00 · Expires 2036-07-14 | Direct | 18,471 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Grant · Acquired 18,471 · Balance 18,471 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $119.72 · Expires 2034-01-14 | Direct | 6,775 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,775 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 13,192 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 13,192 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 11,813 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,813 |
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.
F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
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 | GrantStock Option · Derivative | 18,471 | $110.00 Strike: $110.00 | $2,031,810.00 |
DisclosureSEC source: 0001193125-26-307760 · ownership.xml · derivative · entry 3 Parodi Chad C · CIK 0002091801 · SVP, HCM, PEO & Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,471 Underlying: Common Stock · 18,471 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 | 2,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-307760 · ownership.xml · nonDerivative · entry 2 Parodi Chad C · CIK 0002091801 · SVP, HCM, PEO & Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,763 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 | 300 | $110.00 | $33,000.00 |
DisclosureSEC source: 0001193125-26-307760 · ownership.xml · nonDerivative · entry 1 Parodi Chad C · CIK 0002091801 · SVP, HCM, PEO & Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,036 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 21:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 347 | $110.51 | $38,346.97 |
DisclosureSEC source: 0001193125-26-015292 · ownership.xml · nonDerivative · entry 1 Parodi Chad C · CIK 0002091801 · SVP, HCM, PEO & Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,336 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.