Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Paylocity Holding CorpPCTY · Entity 301 | Sr Vice President Operations | March 05, 2024 | March 07, 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.
Paylocity Holding Corp
Report date March 05, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 15,353 |
Reported balance
After 2024-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-05 · Sale · Disposed 491 · Balance 15,353 F1: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 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 15, 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 |
|---|---|---|---|---|---|---|
| March 05, 2024 Filed Mar 7, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 491 | $168.29 | $82,630.39 |
DisclosureSEC source: 0001591698-24-000069 · wk-form4_1709845312.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,353 F1 · balance_after: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 237 | $168.61 | $39,960.57 |
DisclosureSEC source: 0001591698-24-000067 · wk-form4_1709672599.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,844 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:03 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 274 | $174.72 | $47,873.28 |
DisclosureSEC source: 0001591698-24-000051 · wk-form4_1708549372.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,081 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 162 | $172.00 | $27,864.00 |
DisclosureSEC source: 0001591698-24-000042 · wk-form4_1708463119.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,355 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 21:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 2,233 | $166.09 | $370,878.97 |
DisclosureSEC source: 0001591698-23-000290 · wk-form4_1702933855.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,517 F1 · shares: The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on September 15, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:05 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 339 | $156.67 | $53,111.13 |
DisclosureSEC source: 0001591698-23-000281 · wk-form4_1701810294.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 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 | 207 | $149.99 | $31,047.93 |
DisclosureSEC source: 0001591698-23-000256 · wk-form4_1700255527.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,089 Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 20:07 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 231 | $200.50 | $46,315.50 |
DisclosureSEC source: 0001591698-23-000178 · wk-form4_1693944466.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,296 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:42 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,199 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000140 · wk-form4_1692304951.xml · derivative · entry 2 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,199 Underlying: Common Stock, par value $0.001 · 3,199 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 September 1, 2026. 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 |
| August 15, 2023 Filed Aug 17, 2023 20:42 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 7,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-23-000140 · wk-form4_1692304951.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,527 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. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:11 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 231 | $172.75 | $39,905.25 |
DisclosureSEC source: 0001591698-23-000094 · wk-form4_1685995883.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,064 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Paylocity Holding Corp PCTY · Entity 301 | Tax withholdingCommon Stock, par value $0.001 | 242 | $192.61 | $46,611.62 |
DisclosureSEC source: 0001591698-23-000040 · wf-form4_167787832868983.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,295 Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantMarket Stock Units · Derivative | 3,134 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000212 · wf-form4_167027462994967.xml · derivative · entry 2 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,134 Underlying: Common Stock, par value $0.001 · 3,134 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 December 1, 2025. 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 |
| December 01, 2022 Filed Dec 5, 2022 21:10 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 12,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-22-000212 · wf-form4_167027462994967.xml · nonDerivative · entry 1 Ross Katherine · CIK 0001953869 · Sr Vice President Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,537 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. 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.