Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Sr. Vice President | April 03, 2025 | April 07, 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 April 03, 2025 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,035 |
Ending reported balance
After 2025-04-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-03 · Exercise / conversion · Acquired 31,653 · Balance 45,688 Row 2 · 2025-04-03 · Sale · Disposed 31,000 · Balance 14,688 Row 3 · 2025-04-03 · Sale · Disposed 653 · Balance 14,035 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $69.54 · Expires 2028-07-10 | Direct | 0 |
Reported balance
After 2025-04-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-03 · Exercise / conversion · Disposed 31,653 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.46 · Expires 2029-07-09 | Direct | 34,165 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 34,165 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 39,823 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 39,823 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 8,091 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 8,091 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 12,441 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 12,441 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 21,010 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 21,010 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 20,887 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 20,887 |
| Common Stock - Family TrustSEC Table I · non-derivative | IndirectMichael E. Gioja Revocable Trust | 9,948 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,948 |
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 05, 2019 Filed Jul 9, 2019 20:06 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 44,271 | $41.70 | $1,846,100.70 |
DisclosureSEC source: 0001209191-19-041534 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,890 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 |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 22,000 | $0.00 Strike: $38.48 | $0.00 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · derivative · entry 6 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,000 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 |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 7,840 | $0.00 Strike: $24.21 | $0.00 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · derivative · entry 5 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,840 shares Expires 2019-07-08 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 |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 22,000 | $80.58 | $1,772,760.00 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · nonDerivative · entry 4 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,619 Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 22,000 | $38.48 | $846,560.00 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · nonDerivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,619 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 |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 7,840 | $80.58 | $631,747.20 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,619 Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 20:16 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 7,840 | $24.21 | $189,806.40 |
DisclosureSEC source: 0001209191-19-023088 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,459 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: Exercise of stock options approaching 10-year expiration date. Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 20:06 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 515 | $70.37 | $36,240.55 |
DisclosureSEC source: 0001209191-18-042528 · doc4.xml · nonDerivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,619 F3 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 20:06 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 31,653 | $69.54 Strike: $69.54 | $2,201,149.62 |
DisclosureSEC source: 0001209191-18-042528 · doc4.xml · derivative · entry 4 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,653 Underlying: Common Stock · 31,653 shares Expires 2028-07-10 Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 20:06 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 7,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042528 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,134 F2 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 20:06 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042528 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,090 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 20:11 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 5,542 | $69.79 | $386,776.18 |
DisclosureSEC source: 0001209191-18-042136 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,432 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| March 29, 2018 Filed Mar 29, 2018 22:32 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 110,000 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001209191-18-022133 · doc4.xml · derivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,500 Underlying: Common Stock · 110,000 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 |
| March 29, 2018 Filed Mar 29, 2018 22:32 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 110,000 | $61.63 | $6,779,300.00 |
DisclosureSEC source: 0001209191-18-022133 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,974 Read SEC document |
| March 29, 2018 Filed Mar 29, 2018 22:32 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 110,000 | $31.63 | $3,479,300.00 |
DisclosureSEC source: 0001209191-18-022133 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,974 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 |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 31,911 | $0.00 Strike: $38.48 | $0.00 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · derivative · entry 6 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 31,911 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 |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 2,400 | $0.00 Strike: $26.77 | $0.00 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · derivative · entry 5 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2018-11-09 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 |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 31,911 | $68.91 | $2,198,987.01 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · nonDerivative · entry 4 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,974 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 31,911 | $38.48 | $1,227,935.28 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · nonDerivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,885 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 |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 2,400 | $68.91 | $165,384.00 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,974 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 21:01 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 2,400 | $26.77 | $64,248.00 |
DisclosureSEC source: 0001209191-18-002430 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,374 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 12, 2017 Filed Jul 14, 2017 19:53 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 41,159 | $57.24 Strike: $57.24 | $2,355,941.16 |
DisclosureSEC source: 0001209191-17-045195 · doc4.xml · derivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,159 Underlying: Common Stock · 41,159 shares Expires 2027-07-11 Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 19:53 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 9,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045195 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,974 F2 · shares: Award of restricted stock, subject to vesting, pursuant to the performance award under the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 19:53 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045195 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,794 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:33 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 6,991 | $57.42 | $401,423.22 |
DisclosureSEC source: 0001209191-17-044579 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,641 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:33 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 352 | $56.97 | $20,053.44 |
DisclosureSEC source: 0001209191-17-044579 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,632 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:53 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 24,726 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001209191-17-004110 · doc4.xml · derivative · entry 3 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,726 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 |
| January 17, 2017 Filed Jan 18, 2017 20:53 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 24,726 | $60.72 | $1,501,362.72 |
DisclosureSEC source: 0001209191-17-004110 · doc4.xml · nonDerivative · entry 2 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,258 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:53 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 24,726 | $31.65 | $782,577.90 |
DisclosureSEC source: 0001209191-17-004110 · doc4.xml · nonDerivative · entry 1 Gioja Michael E · CIK 0001525207 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,984 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.