Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | VP, Chief HR Officer | 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 | 5,219 |
Ending reported balance
After 2026-07-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-15 · Tax withholding · Disposed 386 · Balance 3,037 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 2,182 · Balance 5,219 F3: 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 | 14,777 |
Reported balance
After 2026-07-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-15 · Grant · Acquired 14,777 · Balance 14,777 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $122.45 · Expires 2034-04-14 | Direct | 1,006 |
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 1,006 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 11,909 |
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 11,909 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 11,075 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,075 |
| Common Stock ESPPSEC Table I · non-derivative | Direct | 247 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 247 F2: ESPP balance as of 6/30/2026. |
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: ESPP balance as of 6/30/2026.
F3: 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 | 14,777 | $110.00 Strike: $110.00 | $1,625,470.00 |
DisclosureSEC source: 0001193125-26-307762 · ownership.xml · derivative · entry 4 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,777 Underlying: Common Stock · 14,777 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 | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-307762 · ownership.xml · nonDerivative · entry 2 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,219 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, 2026 Filed Jul 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 386 | $110.00 | $42,460.00 |
DisclosureSEC source: 0001193125-26-307762 · ownership.xml · nonDerivative · entry 1 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,037 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 79 | $90.26 | $7,130.54 |
DisclosureSEC source: 0001193125-26-161469 · ownership.xml · nonDerivative · entry 1 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,423 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 | 11,075 | $140.68 Strike: $140.68 | $1,558,031.00 |
DisclosureSEC source: 0000950170-25-096594 · ownership.xml · derivative · entry 4 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,075 Underlying: Common Stock · 11,075 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 | 1,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096594 · ownership.xml · nonDerivative · entry 2 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,502 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 | Tax withholdingCommon Stock | 193 | $140.68 | $27,151.24 |
DisclosureSEC source: 0000950170-25-096594 · ownership.xml · nonDerivative · entry 1 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,903 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | Tax withholdingCommon Stock | 79 | $147.62 | $11,661.98 |
DisclosureSEC source: 0000950170-25-054768 · ownership.xml · nonDerivative · entry 1 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,096 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 | 11,909 | $121.63 Strike: $121.63 | $1,448,491.67 |
DisclosureSEC source: 0000950170-24-084239 · ownership.xml · derivative · entry 2 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,909 Underlying: Common Stock · 11,909 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 | 1,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084239 · ownership.xml · nonDerivative · entry 1 Argiropoulos Mason · CIK 0002016328 · VP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,175 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.