Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | SVP, Digital Sales & Marketing | July 15, 2025 | July 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 July 15, 2025 · Filed July 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,756 |
Reported balance
After 2025-07-15 transaction · row 1
1 source rowRow 1 · 2025-07-15 · Grant · Acquired 1,386 · Balance 2,756 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 $140.68 · Expires 2035-07-14 | Direct | 9,598 |
Reported balance
After 2025-07-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-07-15 · Grant · Acquired 9,598 · Balance 9,598 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $142.30 · Expires 2034-10-14 | Direct | 9,059 |
Reported balance
Holding disclosure · report date 2025-07-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 9,059 |
| Common Stock ESPPSEC Table I · non-derivative | Direct | 187 |
Reported balance
Holding disclosure · report date 2025-07-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 187 F2: ESPP balance as of June 30, 2025. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 26 |
Reported balance
Holding disclosure · report date 2025-07-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 26 |
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.
F2: ESPP balance as of June 30, 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 |
|---|---|---|---|---|---|---|
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 9,598 | $140.68 Strike: $140.68 | $1,350,246.64 |
DisclosureSEC source: 0000950170-25-096599 · ownership.xml · derivative · entry 4 Rose Jason Richard · CIK 0002034093 · SVP, Digital Sales & Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,598 Underlying: Common Stock · 9,598 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 | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096599 · ownership.xml · nonDerivative · entry 1 Rose Jason Richard · CIK 0002034093 · SVP, Digital Sales & Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,756 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 9,059 | $142.30 Strike: $142.30 | $1,289,095.70 |
DisclosureSEC source: 0000950170-24-115288 · ownership.xml · derivative · entry 2 Rose Jason Richard · CIK 0002034093 · SVP, Digital Sales & Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,059 Underlying: Common Stock · 9,059 shares Expires 2034-10-14 Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-115288 · ownership.xml · nonDerivative · entry 1 Rose Jason Richard · CIK 0002034093 · SVP, Digital Sales & Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,370 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.