Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Sr Vice President Operations | September 04, 2026 | September 09, 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.
Paylocity Holding Corp
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 44,202 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Sale · Disposed 69 · Balance 44,202 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 9, 2026 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 69 | $152.37 | $10,513.53 |
DisclosureSEC source: 0001742758-26-000010 · wk-form4_1788984147.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,202 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 58 | $160.22 | $9,292.76 |
DisclosureSEC source: 0001742758-26-000008 · wk-form4_1788379358.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,271 Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 245 | $150.99 | $36,992.55 |
DisclosureSEC source: 0001591698-26-000120 · wk-form4_1787256409.xml · nonDerivative · entry 4 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,329 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.97 to $150.99, inclusive. Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 802 | $150.30 | $120,540.60 |
DisclosureSEC source: 0001591698-26-000120 · wk-form4_1787256409.xml · nonDerivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,574 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $149.96 to $150.93, inclusive. Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,358 | $149.58 | $203,129.64 |
DisclosureSEC source: 0001591698-26-000120 · wk-form4_1787256409.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,376 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.93 to $149.90, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2, 3 and 4 of this Form 4. Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 145 | $147.60 | $21,402.00 |
DisclosureSEC source: 0001591698-26-000120 · wk-form4_1787256409.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,734 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 2,063 | $148.28 | $305,901.64 |
DisclosureSEC source: 0001591698-26-000111 · wk-form4_1787169788.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,879 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000089 · wk-form4_1787083393.xml · derivative · entry 4 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,193 Underlying: Common Stock, par value $0.001 · 3,193 shares Expires not disclosed F4 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F5 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F6 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2026 and end November 30, 2028, February 28, 2029, May 31, 2029 and August 31, 2029, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F7 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 4,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000089 · wk-form4_1787083393.xml · nonDerivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,942 F3 · shares: Represents performance stock units (PSUs) awarded pursuant to the Issuer's Amended and Restated 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2026. The remaining PSUs will vest in two equal installments on August 15, 2027 and August 15, 2028, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 4,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000089 · wk-form4_1787083393.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,591 F2 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over two years beginning on the date of grant at a rate of 12.5% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 22,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-26-000089 · wk-form4_1787083393.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,896 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 70 | $116.35 | $8,144.50 |
DisclosureSEC source: 0001742758-26-000006 · wk-form4_1780689780.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,550 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 59 | $114.93 | $6,780.87 |
DisclosureSEC source: 0001591698-26-000059 · wk-form4_1780517207.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,620 Read SEC document |
| May 19, 2026 Filed May 21, 2026 20:22 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 899 | $115.05 | $103,429.95 |
DisclosureSEC source: 0001591698-26-000055 · wk-form4_1779394945.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,679 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 730 | $103.93 | $75,868.90 |
DisclosureSEC source: 0001591698-26-000049 · wk-form4_1779221289.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,578 Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 70 | $112.48 | $7,873.60 |
DisclosureSEC source: 0001742758-26-000004 · wk-form4_1772744582.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,308 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 59 | $106.49 | $6,282.91 |
DisclosureSEC source: 0001742758-26-000002 · wk-form4_1772659062.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,378 Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 845 | $108.94 | $92,054.30 |
DisclosureSEC source: 0001591698-26-000028 · wk-form4_1771880543.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,437 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 787 | $107.13 | $84,311.31 |
DisclosureSEC source: 0001591698-26-000020 · wk-form4_1771448537.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,282 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 21:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 69 | $146.90 | $10,136.10 |
DisclosureSEC source: 0001742758-25-000015 · wk-form4_1764969187.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,069 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 59 | $147.33 | $8,692.47 |
DisclosureSEC source: 0001742758-25-000013 · wk-form4_1764709915.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,138 Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 987 | $147.23 | $145,316.01 |
DisclosureSEC source: 0001742758-25-000011 · wk-form4_1764622906.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,197 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 27, 2025. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 643 | $148.05 | $95,196.15 |
DisclosureSEC source: 0001591698-25-000125 · wk-form4_1763499715.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,184 Read SEC document |
| September 03, 2025 Filed Sep 4, 2025 22:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 77 | $173.68 | $13,373.36 |
DisclosureSEC source: 0001742758-25-000009 · wk-form4_1757024392.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,827 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 25, 2025. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 22:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 52 | $179.23 | $9,319.96 |
DisclosureSEC source: 0001742758-25-000009 · wk-form4_1757024392.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,904 Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,872 | $177.82 | $332,879.04 |
DisclosureSEC source: 0001742758-25-000007 · wk-form4_1755892960.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,956 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 25, 2025. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 208 | $171.96 | $35,767.68 |
DisclosureSEC source: 0001742758-25-000005 · wk-form4_1755633786.xml · nonDerivative · entry 4 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,828 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 1,554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001742758-25-000005 · wk-form4_1755633786.xml · derivative · entry 5 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,554 Underlying: Common Stock, par value $0.001 · 1,554 shares Expires not disclosed F3 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F4 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F5 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2025 and end November 30, 2027, February 29, 2028, May 31, 2028 and August 31, 2028, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F6 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 1,010 | $171.64 | $173,356.40 |
DisclosureSEC source: 0001742758-25-000005 · wk-form4_1755633786.xml · nonDerivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,036 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001742758-25-000005 · wk-form4_1755633786.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,046 F2 · shares: Represents performance stock units (PSUs) awarded pursuant to the Issuer's 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2025. The remaining PSUs will vest in two equal installments on August 15, 2026 and August 15, 2027, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 10,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001742758-25-000005 · wk-form4_1755633786.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,827 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,717 | $176.74 | $303,462.58 |
DisclosureSEC source: 0001742758-25-000003 · wk-form4_1750882251.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,953 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on February 25, 2025. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10 | $190.34 | $1,903.40 |
DisclosureSEC source: 0001591698-25-000074 · wk-form4_1749067457.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,670 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2024. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 52 | $190.90 | $9,926.80 |
DisclosureSEC source: 0001591698-25-000074 · wk-form4_1749067457.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,680 Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 375 | $199.47 | $74,801.25 |
DisclosureSEC source: 0001591698-25-000065 · wk-form4_1747685654.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,732 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 11 | $201.92 | $2,221.12 |
DisclosureSEC source: 0001591698-25-000031 · wk-form4_1741209166.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,107 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2024. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 52 | $204.29 | $10,623.08 |
DisclosureSEC source: 0001591698-25-000031 · wk-form4_1741209166.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,118 Read SEC document |
| February 17, 2025 Filed Feb 19, 2025 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 402 | $216.96 | $87,217.92 |
DisclosureSEC source: 0001591698-25-000024 · wk-form4_1739999494.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,170 Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 10 | $201.59 | $2,015.90 |
DisclosureSEC source: 0001591698-24-000436 · wk-form4_1734643160.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,572 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 17, 2024. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:13 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 52 | $207.54 | $10,792.08 |
DisclosureSEC source: 0001591698-24-000409 · wk-form4_1733346783.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,582 Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 247 | $193.29 | $47,742.63 |
DisclosureSEC source: 0001591698-24-000377 · wk-form4_1732137051.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,634 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on May 15, 2024. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 375 | $205.50 | $77,062.50 |
DisclosureSEC source: 0001591698-24-000364 · wk-form4_1732050689.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,881 Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,508 | $169.97 | $256,314.76 |
DisclosureSEC source: 0001591698-24-000260 · wk-form4_1728331854.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,256 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on May 15, 2024. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 939 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · derivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 939 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Each Market Stock Unit entitles the Reporting Person to a payout of shares of Issuer Common Stock equal to between 0% and 200% of such Market Stock Unit depending on the relative performance of the total shareholder return of Issuer Common Stock compared with that of a peer group over a three-year performance period ending August 31, 2024. F3 · derivative.exercise_date: The Market Stock Units vested upon determination by the Compensation Committee of the level of achievement of the performance criteria. F4 · derivative.expiration_date: Market Stock Units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 148 | $156.53 | $23,166.44 |
DisclosureSEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,764 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:15 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000235 · wk-form4_1726172149.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares of Issuer Common Stock issued upon the settlement of Market Stock Units granted on August 16, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 51 | $161.40 | $8,231.40 |
DisclosureSEC source: 0001591698-24-000224 · wk-form4_1725566617.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,536 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 208 | $155.95 | $32,437.60 |
DisclosureSEC source: 0001591698-24-000209 · wk-form4_1724184176.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,587 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 1,238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000185 · wk-form4_1724098005.xml · derivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,238 Underlying: Common Stock, par value $0.001 · 1,238 shares Expires not disclosed F2 · security: Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock. F3 · shares: Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives. F4 · derivative.exercise_date: The MSUs have four separate performance periods, which begin August 31, 2024 and end November 30, 2026, February 28, 2027, May 31, 2027 and August 31, 2027, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly. F5 · derivative.expiration_date: Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 162 | $151.43 | $24,531.66 |
DisclosureSEC source: 0001591698-24-000185 · wk-form4_1724098005.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,795 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.