Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | Director | January 23, 2026 | January 27, 2026 |
| JONES LANG LASALLE INCJLL · Entity 3326 | Director | October 01, 2026 | October 02, 2026 |
| PAYCHEX INCPAYX · Entity 249 | Sr. Vice President, CFO | July 14, 2023 | July 18, 2023 |
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.
FRANKLIN COVEY CO
Report date January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 12,087 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 5,778 · Balance 12,087 |
JONES LANG LASALLE INC
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,336 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 94 · Balance 8,336 F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2026, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to receive in lieu of annual cash retainer payable quarterly in advance for the fourth quarter of the fiscal year 2026, in accordance with prior election under the non-executive director compensation program. The receipt of these shares has been deferred pursuant to the Jones Lang LaSalle Inc Deferred Compensation Plan.
PAYCHEX INC
Report date July 14, 2023 · Filed July 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,136 |
Ending reported balance
After 2023-07-17 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-07-14 · Tax withholding · Disposed 3,293 · Balance 75,982 F1: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Row 2 · 2023-07-15 · Grant · Acquired 3,227 · Balance 79,209 F2: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Row 3 · 2023-07-15 · Grant · Acquired 10,952 · Balance 90,161 F3: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Row 4 · 2023-07-17 · Exercise / conversion · Acquired 16,224 · Balance 106,385 Row 5 · 2023-07-17 · Sale · Disposed 16,224 · Balance 90,161 Row 6 · 2023-07-17 · Sale · Disposed 4,025 · Balance 86,136 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 0 |
Reported balance
After 2023-07-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-07-17 · Exercise / conversion · Disposed 16,224 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 21,563 |
Reported balance
After 2023-07-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-07-15 · Grant · Acquired 21,563 · Balance 21,563 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 28,064 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 28,064 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 21,405 |
Reported balance
Holding disclosure · report date 2023-07-14 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 21,405 |
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.
F3: Award of restricted stock units, subject to vesting, pursuant to the performance award under 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 |
|---|---|---|---|---|---|---|
| October 05, 2021 Filed Oct 7, 2021 19:30 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | GrantCommon Stock | 574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026793 · form4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574 F1 · kind: On October 5, 2021, the Reporting Person was granted 574.00 shares of common stock pursuant to the Company's Amended and Restated Stock Award and Incentive Plan. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 16,225 | $0.00 Strike: $73.53 | $0.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · derivative · entry 13 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,448 Underlying: Common Stock · 16,225 shares Expires 2030-07-14 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 29,284 | $0.00 Strike: $85.46 | $0.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · derivative · entry 12 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,642 Underlying: Common Stock · 29,284 shares Expires 2029-07-09 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 42,204 | $0.00 Strike: $69.54 | $0.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · derivative · entry 11 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,204 shares Expires 2028-07-10 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 16,225 | $112.43 | $1,824,176.75 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 10 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,365 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 16,225 | $73.53 | $1,193,024.25 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 9 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,590 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 29,284 | $112.43 | $3,292,400.12 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 8 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,365 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 29,284 | $85.46 | $2,502,610.64 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 7 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,649 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 42,204 | $112.43 | $4,744,995.72 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 6 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,365 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 42,204 | $69.54 | $2,934,866.16 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 5 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,569 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. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,900 | $112.43 | $326,047.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 4 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,365 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 28,064 | $112.67 Strike: $112.67 | $3,161,970.88 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · derivative · entry 14 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,064 Underlying: Common Stock · 28,064 shares Expires 2031-07-14 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,206 | $112.67 | $248,550.02 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,265 F3 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 10,019 | $10,019.00 | $100,380,361.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,471 F2 · shares: Award of restricted stock units, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 6,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047143 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,452 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2021 Filed Jul 27, 2021 23:52 UTC Amendment | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 10,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048373 · doc4a.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,471 F1 · price: The July 15, 2021 performance award that was filed on July 19, 2021 should reflect a price of $0.00. Read SEC document |
| July 09, 2021 Filed Jul 12, 2021 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 419 | $111.90 | $46,886.10 |
DisclosureSEC source: 0001209191-21-046283 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,383 F2 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Read SEC document |
| November 10, 2020 Filed Jul 12, 2021 19:57 UTC | PAYCHEX INC PAYX · Entity 249 | GiftCommon Stock | 15,500 | $90.59 | $1,404,145.00 |
DisclosureSEC source: 0001209191-21-046283 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,802 F1 · shares: Shares were gifted to The Rivera Charitable Fund. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 54,878 | $0.00 Strike: $57.24 | $0.00 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · derivative · entry 9 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,878 shares Expires 2027-07-11 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. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 113,318 | $0.00 Strike: $60.84 | $0.00 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · derivative · entry 8 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 113,318 shares Expires 2026-07-05 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. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 48,622 | $0.00 Strike: $60.84 | $0.00 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · derivative · entry 7 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,622 shares Expires 2026-07-05 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. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 54,878 | $83.72 | $4,594,386.16 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 6 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,302 Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 54,878 | $57.24 | $3,141,216.72 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 5 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,180 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. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 113,318 | $83.72 | $9,486,982.96 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 4 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,302 Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 113,318 | $60.84 | $6,894,267.12 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,620 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. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 48,622 | $83.72 | $4,070,633.84 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,302 Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 48,622 | $60.84 | $2,958,162.48 |
DisclosureSEC source: 0001209191-20-055253 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,924 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. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 48,673 | $73.53 Strike: $73.53 | $3,578,925.69 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · derivative · entry 7 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,673 Underlying: Common Stock · 48,673 shares Expires 2030-07-14 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 28,482 | $0.00 Strike: $47.32 | $0.00 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · derivative · entry 6 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,482 shares Expires 2025-07-07 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. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 10,328 | $73.53 | $759,417.84 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · nonDerivative · entry 5 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,302 F3 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 21,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · nonDerivative · entry 4 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,630 F2 · shares: Grant of performance-based restricted stock pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 13,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · nonDerivative · entry 3 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,541 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 28,482 | $73.35 | $2,089,154.70 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · nonDerivative · entry 2 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 28,482 | $47.32 | $1,347,768.24 |
DisclosureSEC source: 0001209191-20-042797 · doc4.xml · nonDerivative · entry 1 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,634 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 18,393 | $0.00 Strike: $47.32 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 22 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,482 Underlying: Common Stock · 18,393 shares Expires 2025-07-07 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 44,271 | $0.00 Strike: $41.70 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 21 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,271 shares Expires 2024-07-08 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 53,911 | $0.00 Strike: $38.48 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 20 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,911 shares Expires 2023-07-09 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 58,901 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 19 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,901 shares Expires 2022-07-10 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 157,500 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 18 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 157,500 shares Expires 2021-07-06 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 44,381 | $0.00 Strike: $31.34 | $0.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · derivative · entry 17 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,481 shares Expires 2021-07-05 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 58,901 | $73.36 | $4,320,977.36 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 16 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 58,901 | $31.65 | $1,864,216.65 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 15 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,053 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 18,393 | $73.36 | $1,349,310.48 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 14 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 18,393 | $47.32 | $870,356.76 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 13 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,545 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 44,271 | $73.36 | $3,247,720.56 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 12 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 44,271 | $41.70 | $1,846,100.70 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 11 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,423 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 53,911 | $73.36 | $3,954,910.96 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 10 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 53,911 | $38.48 | $2,074,495.28 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 9 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,063 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. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 157,500 | $73.36 | $11,554,200.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 8 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,152 Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 19:54 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 157,500 | $31.63 | $4,981,725.00 |
DisclosureSEC source: 0001209191-20-042351 · doc4.xml · nonDerivative · entry 7 RIVERA EFRAIN · CIK 0001188736 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,652 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. 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.