Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Director | October 15, 2025 | October 17, 2025 |
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 October 15, 2025 · Filed October 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,800 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Grant · Acquired 725 · Balance 2,800 F1: 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 $127.52 · Expires 2035-10-14 | Direct | 3,061 |
Reported balance
After 2025-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-15 · Grant · Acquired 3,061 · Balance 3,061 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 5,082 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,082 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 3,351 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,351 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 670 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 670 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,061 | $127.52 Strike: $127.52 | $390,338.72 |
DisclosureSEC source: 0001193125-25-242459 · ownership.xml · derivative · entry 2 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 Underlying: Common Stock · 3,061 shares Expires 2035-10-14 Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-242459 · ownership.xml · nonDerivative · entry 1 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,800 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, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 670 | $140.68 Strike: $140.68 | $94,255.60 |
DisclosureSEC source: 0000950170-25-096586 · ownership.xml · derivative · entry 2 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 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 | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096586 · ownership.xml · nonDerivative · entry 1 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,075 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, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,351 | $121.63 Strike: $121.63 | $407,582.13 |
DisclosureSEC source: 0000950170-24-084241 · ownership.xml · derivative · entry 2 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,351 Underlying: Common Stock · 3,351 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 | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084241 · ownership.xml · nonDerivative · entry 1 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,911 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, 2023 Filed Jul 17, 2023 19:48 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 5,082 | $120.86 Strike: $120.86 | $614,210.52 |
DisclosureSEC source: 0001209191-23-042386 · doc4.xml · derivative · entry 2 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,082 Underlying: Common Stock · 5,082 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:48 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042386 · doc4.xml · nonDerivative · entry 1 Payton Theresa M. · CIK 0001961605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 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.