Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| E2open Parent Holdings, Inc.ETWO · Entity 76849 | See Remarks | August 03, 2025 | August 05, 2025 |
| Paylocity Holding CorpPCTY · Entity 301 | Senior Vice President | November 25, 2024 | November 26, 2024 |
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.
E2open Parent Holdings, Inc.
Report date August 03, 2025 · Filed August 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-08-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-03 · Disposition to issuer · Disposed 2,022,060 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated May 25, 2025, by and among E2open Parent Holdings, Inc., a Delaware corporation (the "Company"), E2open Holdings, LLC, a Delaware limited liability company ("Holdings"), WiseTech Global Limited, an Australian public company limited by shares ("Parent"), Emerald Parent Merger Sub Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Company Merger Sub") and Emerald Holdings Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Holdings Merger Sub"), Company Merger Sub merged with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (such merger, the "Company Merger") and Holdings Merger Sub merged with and into Holdings, with Holdings surviving as wholly owned subsidiary of Parent (such merger, the "Holdings Merger" and, F2: (Continued from footnote 1) together with the Company Merger, the "Mergers"), and at the effective time of the Mergers (the "Effective Time") each issued and outstanding share of the Class A common stock of the Company, par value $0.0001 per share (the "Class A Common Stock") owned by the reporting person were previously reported and vested, were cancelled and converted into the right to receive $3.30 per share in cash without interest thereon (the "Per Share Price"). F3: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated May 25, 2025, by and among E2open Parent Holdings, Inc., a Delaware corporation (the "Company"), E2open Holdings, LLC, a Delaware limited liability company ("Holdings"), WiseTech Global Limited, an Australian public company limited by shares ("Parent"), Emerald Parent Merger Sub Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Company Merger Sub") and Emerald Holdings Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Holdings Merger Sub"), Company Merger Sub merged with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (such merger, the "Company Merger") and Holdings Merger Sub merged with and into Holdings, with Holdings surviving as wholly owned subsidiary of Parent (such merger, the "Holdings Merger" and,
F2: (Continued from footnote 1) together with the Company Merger, the "Mergers"), and at the effective time of the Mergers (the "Effective Time") each issued and outstanding share of the Class A common stock of the Company, par value $0.0001 per share (the "Class A Common Stock") owned by the reporting person were previously reported and vested, were cancelled and converted into the right to receive $3.30 per share in cash without interest thereon (the "Per Share Price").
F3: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit,
F4: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms.
Paylocity Holding Corp
Report date November 25, 2024 · Filed November 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 37,748 |
Reported balance
After 2024-11-25 transaction · row 1
1 source rowRow 1 · 2024-11-25 · Sale · Disposed 240 · Balance 37,748 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. |
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 September 5, 2023.
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 03, 2025 Filed Aug 5, 2025 21:26 UTC | E2open Parent Holdings, Inc. ETWO · Entity 76849 | Disposition to issuerRestricted Stock Unit · Derivative | 2,022,060 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-103451 · ownership.xml · derivative · entry 1 Lohani Rachit · CIK 0001884429 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated May 25, 2025, by and among E2open Parent Holdings, Inc., a Delaware corporation (the "Company"), E2open Holdings, LLC, a Delaware limited liability company ("Holdings"), WiseTech Global Limited, an Australian public company limited by shares ("Parent"), Emerald Parent Merger Sub Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Company Merger Sub") and Emerald Holdings Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Holdings Merger Sub"), Company Merger Sub merged with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (such merger, the "Company Merger") and Holdings Merger Sub merged with and into Holdings, with Holdings surviving as wholly owned subsidiary of Parent (such merger, the "Holdings Merger" and, F2 · derivative.exercise_price: (Continued from footnote 1) together with the Company Merger, the "Mergers"), and at the effective time of the Mergers (the "Effective Time") each issued and outstanding share of the Class A common stock of the Company, par value $0.0001 per share (the "Class A Common Stock") owned by the reporting person were previously reported and vested, were cancelled and converted into the right to receive $3.30 per share in cash without interest thereon (the "Per Share Price"). F3 · derivative.exercise_price: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · derivative.exercise_price: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. F3 · shares: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · shares: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. F3 · price: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · price: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated May 25, 2025, by and among E2open Parent Holdings, Inc., a Delaware corporation (the "Company"), E2open Holdings, LLC, a Delaware limited liability company ("Holdings"), WiseTech Global Limited, an Australian public company limited by shares ("Parent"), Emerald Parent Merger Sub Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Company Merger Sub") and Emerald Holdings Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Holdings Merger Sub"), Company Merger Sub merged with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (such merger, the "Company Merger") and Holdings Merger Sub merged with and into Holdings, with Holdings surviving as wholly owned subsidiary of Parent (such merger, the "Holdings Merger" and, F2 · derivative.exercise_date: (Continued from footnote 1) together with the Company Merger, the "Mergers"), and at the effective time of the Mergers (the "Effective Time") each issued and outstanding share of the Class A common stock of the Company, par value $0.0001 per share (the "Class A Common Stock") owned by the reporting person were previously reported and vested, were cancelled and converted into the right to receive $3.30 per share in cash without interest thereon (the "Per Share Price"). F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · derivative.exercise_date: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. F1 · derivative.expiration_date: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated May 25, 2025, by and among E2open Parent Holdings, Inc., a Delaware corporation (the "Company"), E2open Holdings, LLC, a Delaware limited liability company ("Holdings"), WiseTech Global Limited, an Australian public company limited by shares ("Parent"), Emerald Parent Merger Sub Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Company Merger Sub") and Emerald Holdings Merger Sub LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent ("Holdings Merger Sub"), Company Merger Sub merged with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (such merger, the "Company Merger") and Holdings Merger Sub merged with and into Holdings, with Holdings surviving as wholly owned subsidiary of Parent (such merger, the "Holdings Merger" and, F2 · derivative.expiration_date: (Continued from footnote 1) together with the Company Merger, the "Mergers"), and at the effective time of the Mergers (the "Effective Time") each issued and outstanding share of the Class A common stock of the Company, par value $0.0001 per share (the "Class A Common Stock") owned by the reporting person were previously reported and vested, were cancelled and converted into the right to receive $3.30 per share in cash without interest thereon (the "Per Share Price"). F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · derivative.expiration_date: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. F3 · derivative.underlying_shares: Pursuant to the Merger Agreement, each such restricted stock unit was at the Effective Time, automatically cancelled and converted into a Parent restricted stock unit award covering the number of Parent ordinary shares equal to the product of (A) the quotient obtained by dividing (a) the Per Share Price by (b) the product of (i) the average exchange rate for Australian dollars to U.S. dollars over the ten consecutive trading days ending with the complete trading day immediately before the closing date of the Company Merger ("Closing Date") and (ii) the volume weighted average trading price in Australian dollars for Parent's ordinary shares on the Australian Securities Exchange over the same ten consecutive trading days ending with the complete trading day immediately before the Closing Date and (B) the number of shares of Class A Common Stock underlying such restricted stock unit, F4 · derivative.underlying_shares: (Continued from footnote 3) with any resulting factional number of Parent ordinary shares rounded down to the next whole number and generally subject to the same terms and conditions, including vesting terms. Read SEC document |
| December 20, 2024 Filed Dec 26, 2024 21:54 UTC | E2open Parent Holdings, Inc. ETWO · Entity 76849 | GrantRestricted Stock Units · Derivative | 2,022,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-140657 · ownership.xml · derivative · entry 1 Lohani Rachit · CIK 0001884429 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022,060 Underlying: Class A Common Stock · 2,022,060 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class A Common Stock. F2 · shares: On December 20, 2024 (the "Grant Date") the reporting person was granted 2,022,060 RSUs pursuant to the Issuer's 2021 Omnibus Incentive Plan and an RSU award agreement (the "Award Agreement"). F3 · derivative.exercise_date: Pursuant to the Award Agreement (i) 1,102,942 RSUs will be subject to time-based vesting in substantially equal annual installments over the four year period following the vesting commencement date, subject to continued employment through the applicable vesting date and (ii) 919,118 RSUs will be subject to time-based vesting, one-third of which RSUs will vest on the first anniversary of the applicable vesting commencement date, and the remaining RSUs will vest quarterly thereafter (such that such RSUs are fully vested on the three (3)-year anniversary of the applicable vesting commencement date), subject to continued employment through the applicable vesting date. F3 · derivative.expiration_date: Pursuant to the Award Agreement (i) 1,102,942 RSUs will be subject to time-based vesting in substantially equal annual installments over the four year period following the vesting commencement date, subject to continued employment through the applicable vesting date and (ii) 919,118 RSUs will be subject to time-based vesting, one-third of which RSUs will vest on the first anniversary of the applicable vesting commencement date, and the remaining RSUs will vest quarterly thereafter (such that such RSUs are fully vested on the three (3)-year anniversary of the applicable vesting commencement date), subject to continued employment through the applicable vesting date. F2 · derivative.underlying_shares: On December 20, 2024 (the "Grant Date") the reporting person was granted 2,022,060 RSUs pursuant to the Issuer's 2021 Omnibus Incentive Plan and an RSU award agreement (the "Award Agreement"). F2 · balance_after: On December 20, 2024 (the "Grant Date") the reporting person was granted 2,022,060 RSUs pursuant to the Issuer's 2021 Omnibus Incentive Plan and an RSU award agreement (the "Award Agreement"). Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 240 | $210.00 | $50,400.00 |
DisclosureSEC source: 0001591698-24-000386 · wk-form4_1732654987.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,748 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. 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 | 117 | $193.29 | $22,614.93 |
DisclosureSEC source: 0001591698-24-000376 · wk-form4_1732137040.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,988 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. F2 · balance_after: Includes 72 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on November 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 | 771 | $205.50 | $158,440.50 |
DisclosureSEC source: 0001591698-24-000366 · wk-form4_1732050711.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,033 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 960 | $210.00 | $201,600.00 |
DisclosureSEC source: 0001591698-24-000304 · wk-form4_1731100312.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,804 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. Read SEC document |
| October 02, 2024 Filed Oct 4, 2024 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 658 | $162.83 | $107,142.14 |
DisclosureSEC source: 0001591698-24-000255 · wk-form4_1728072103.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,764 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 4,342 | $164.97 | $716,299.74 |
DisclosureSEC source: 0001591698-24-000253 · wk-form4_1727985944.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,422 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 3,509 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · derivative · entry 3 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 3,509 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 converted to restricted units upon determination by the Compensation Committee of the level of achievement of the performance criteria. 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 |
| September 10, 2024 Filed Sep 12, 2024 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · nonDerivative · entry 2 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,273 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 |
| September 10, 2024 Filed Sep 12, 2024 20:16 UTC | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000236 · wk-form4_1726172160.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,764 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 unvested restricted stock units ("RSUs") converted from Market Stock Units granted on October 1, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. The RSUs will vest on October 1, 2024, subject to the Reporting Person's continued employment. Read SEC document |
| September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionMarket Stock Units · Derivative | 3,509 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000251 · wk-form4a_1727985740.xml · derivative · entry 2 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 · 3,509 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. F3 · 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. F4 · derivative.exercise_date: The Market Stock Units converted to restricted units upon determination by the Compensation Committee of the level of achievement of the performance criteria. F5 · 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 |
| September 10, 2024 Filed Oct 3, 2024 20:02 UTC Amendment | Paylocity Holding Corp PCTY · Entity 301 | Exercise / conversionCommon Stock, par value $0.001 | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000251 · wk-form4a_1727985740.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,764 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 unvested restricted stock units ("RSUs") converted from Market Stock Units granted on October 1, 2021, based on the achievement by the Issuer of certain total shareholder return objectives over the three-year performance period ending August 31, 2024. The RSUs will vest on October 1, 2024, subject to the Reporting Person's continued employment. F2 · balance_after: This amendment is being filed to correct an inadvertent administrative error in the number of shares acquired as reported on the Form 4 filed on September 12, 2024 and to correct the total amount of securities beneficially owned following the reported transaction. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 117 | $153.72 | $17,985.24 |
DisclosureSEC source: 0001591698-24-000210 · wk-form4_1724184185.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,360 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 771 | $151.43 | $116,752.53 |
DisclosureSEC source: 0001591698-24-000187 · wk-form4_1724098028.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,477 Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 117 | $171.62 | $20,079.54 |
DisclosureSEC source: 0001591698-24-000123 · wk-form4_1716235602.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,248 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. F2 · balance_after: Includes 83 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 05/15/2024. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 773 | $169.86 | $131,301.78 |
DisclosureSEC source: 0001591698-24-000114 · wk-form4_1715976077.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,282 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 147 | $174.72 | $25,683.84 |
DisclosureSEC source: 0001591698-24-000050 · wk-form4_1708549311.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,055 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 573 | $172.00 | $98,556.00 |
DisclosureSEC source: 0001591698-24-000040 · wk-form4_1708463065.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,202 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:55 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 119 | $156.81 | $18,660.39 |
DisclosureSEC source: 0001591698-23-000286 · wk-form4_1701986119.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,775 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 5, 2023. F2 · balance_after: Includes 74 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 11/15/2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:12 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 755 | $149.99 | $113,242.45 |
DisclosureSEC source: 0001591698-23-000255 · wk-form4_1700255504.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,820 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,370 | $181.70 | $612,329.00 |
DisclosureSEC source: 0001591698-23-000199 · wk-form4_1696449802.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,575 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 5,910 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000136 · wk-form4_1692304765.xml · derivative · entry 3 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,910 Underlying: Common Stock, par value $0.001 · 5,910 shares Expires not disclosed F3 · 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, 2026. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F4 · derivative.exercise_date: Represents the vesting and release date for these awards. F5 · 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 15, 2023 Filed Aug 17, 2023 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 232 | $200.62 | $46,543.84 |
DisclosureSEC source: 0001591698-23-000136 · wk-form4_1692304765.xml · nonDerivative · entry 2 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,945 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:39 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 13,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000136 · wk-form4_1692304765.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,177 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 2014 Equity Incentive Plan. F2 · balance_after: Includes 57 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 5/15/2023. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:38 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 238 | $163.30 | $38,865.40 |
DisclosureSEC source: 0001591698-23-000081 · wk-form4_1684355891.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,330 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 270 | $217.06 | $58,606.20 |
DisclosureSEC source: 0001591698-23-000029 · wf-form4_167666791356265.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,568 F1 · balance_after: Includes 76 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 11/15/2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 348 | $213.61 | $74,336.28 |
DisclosureSEC source: 0001591698-22-000200 · wf-form4_166871930890078.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,762 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 20:17 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 3,227 | $241.58 | $779,578.66 |
DisclosureSEC source: 0001591698-22-000167 · wf-form4_166500102933858.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,110 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 4,728 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000115 · wf-form4_166076667637736.xml · derivative · entry 2 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,728 Underlying: Common Stock, par value $0.001 · 4,728 shares Expires not disclosed F3 · 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, 2025. The grant will be settled pursuant to the terms of the Issuer's 2014 Equity Incentive Plan. F4 · derivative.exercise_date: Represents the vesting and release date for these awards. F5 · 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 15, 2022 Filed Aug 17, 2022 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 10,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000115 · wf-form4_166076667637736.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,337 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 2014 Equity Incentive Plan. F2 · balance_after: Includes 47 shares of Paylocity Holding Corporation's common stock acquired pursuant to Paylocity Holding Corporation's Employee Stock Purchase Plan ("ESPP") on 5/15/2022. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:42 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,509 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006310 · primarydocument.xml · derivative · entry 2 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509 Underlying: Common Stock, par value $0.001 · 3,509 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 October 1, 2024. 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 |
| October 01, 2021 Filed Oct 5, 2021 20:42 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 29,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006310 · primarydocument.xml · nonDerivative · entry 1 Lohani Rachit · CIK 0001884429 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,298 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 October 1, 2022. 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.