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 |
|---|---|---|---|---|---|---|
| August 15, 2024 Filed Aug 19, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 8,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000185 · wk-form4_1724098005.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,957 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 |
| August 14, 2024 Filed Aug 16, 2024 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 288 | $150.13 | $43,237.44 |
DisclosureSEC source: 0001591698-24-000162 · wk-form4_1723838598.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,293 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:21 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 8 | $142.17 | $1,137.36 |
DisclosureSEC source: 0001591698-24-000128 · wk-form4_1717618861.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,581 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:21 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000128 · wk-form4_1717618861.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,589 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 June 3, 2024 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 |
| May 15, 2024 Filed May 17, 2024 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 161 | $169.86 | $27,347.46 |
DisclosureSEC source: 0001591698-24-000117 · wk-form4_1715976147.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,831 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 939 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005407 · primarydocument.xml · derivative · entry 5 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock, par value $0.001 · 939 shares Expires not disclosed F4 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on September 1, 2024. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F5 · derivative.exercise_date: Represents the vesting and release date for these awards. F6 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 734 | $248.28 | $182,237.52 |
DisclosureSEC source: 0001562180-21-005407 · primarydocument.xml · nonDerivative · entry 4 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,536 F3 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 415 | $250.57 | $103,986.55 |
DisclosureSEC source: 0001562180-21-005407 · primarydocument.xml · nonDerivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,270 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 2,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005407 · primarydocument.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,685 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 annually in four equal installments beginning on August 16, 2022. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:14 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005407 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,572 F1 · shares: Represents performance-based restricted stock units (PRSUs) awarded pursuant to the Issuer's 2014 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 PRSU upon vesting. The PRSUs vest on August 15, 2022, subject to continued service through the vesting date. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 125 | $169.76 | $21,220.00 |
DisclosureSEC source: 0001562180-21-003999 · primarydocument.xml · nonDerivative · entry 4 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,116 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 1,418 | $168.44 | $238,847.92 |
DisclosureSEC source: 0001562180-21-003999 · primarydocument.xml · nonDerivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,241 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $168.03 to $168.89, inclusive. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 714 | $166.00 | $118,524.00 |
DisclosureSEC source: 0001562180-21-003999 · primarydocument.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,659 F2 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $165.53 to $166.29, 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 3 and 4 in this form 4. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 743 | $169.83 | $126,183.69 |
DisclosureSEC source: 0001562180-21-003999 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,373 F1 · balance_after: Includes 105 and 67 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on November 13, 2020 and May 14, 2021, respectively. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:47 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 686 | $133.00 | $91,238.00 |
DisclosureSEC source: 0001562180-20-005594 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,944 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 20:28 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 285 | $131.64 | $37,517.40 |
DisclosureSEC source: 0001562180-20-005502 · primarydocument.xml · nonDerivative · entry 2 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,630 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:28 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 731 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005502 · primarydocument.xml · derivative · entry 3 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731 Underlying: Common Stock, par value $0.001 · 731 shares Expires not disclosed F2 · shares: Reflects the grant of a target number of market stock units (MSUs) subject to the award as presented in the table which will entitle Reporting Person to receive one (1) share of Common Stock per MSU. The number of MSUs that vest may be 0%-200% of this number ("awarded units"), depending upon performance. Following the achievement by the Issuer of certain total shareholder return objectives, the awarded units will vest on 9/1/2023. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F3 · derivative.exercise_date: Represents the vesting and release date for these awards. F4 · derivative.expiration_date: Restricted stock units do not expire; they either vest or are canceled prior to or upon the vesting date. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:28 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 2,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005502 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915 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 annually in four equal installments beginning on August 14, 2021. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,111 | $132.69 | $280,108.59 |
DisclosureSEC source: 0001562180-20-005416 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,993 F1 · price: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on June 5, 2020. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 889 | $130.01 | $115,578.89 |
DisclosureSEC source: 0001562180-20-004138 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,104 F1 · balance_after: Includes 110 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan on May 15, 2020. Read SEC document |
| November 27, 2019 Filed Dec 2, 2019 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,109 | $120.10 | $253,290.90 |
DisclosureSEC source: 0001562180-19-005779 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,883 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $120.00 to $120.27, 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 this footnote 1. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:34 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 3,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004374 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,992 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 annually in four equal installments beginning on August 15, 2020. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 891 | $100.22 | $89,296.02 |
DisclosureSEC source: 0001562180-19-003279 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,109 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002868 · primarydocument.xml · nonDerivative · entry 1 Cappotelli Andrew · CIK 0001742758 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 annually in four equal installments beginning on June 1, 2019. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity 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.