Paychex trust plans sale of 163,930 shares

B. Thomas Golisano Revocable Living Trust reported a proposed sale of 163,930 shares of Common Stock of Paychex.

Rhea-AI Filing Summary

B. Thomas Golisano Revocable Living Trust reported a proposed sale of 163,930 shares of Common Stock of Paychex. The broker listed is Merrill Lynch, Pierce, Fenner & Smith Incorporated and the filing shows the date 05/04/2026.

Key Figures

Shares reported for sale: 163,930 shares Filing/broker date: 05/04/2026 Private placement date shown: 05/23/1996

3 metrics

Shares reported for sale 163,930 shares listed next to the seller entry

Filing/broker date 05/04/2026 date appearing with broker and securities line

Private placement date shown 05/23/1996 appears under 'Securities To Be Sold' as Private Placement date

Key Terms

Form 144, Private Placement, Revocable Living Trust

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Private Placement financial

"Common | 05/23/1996 | Private Placement"

A private placement is a sale of securities directly to a selected group of investors, typically institutions or accredited investors, instead of through a public offering. It lets a company raise money faster and with fewer regulatory steps; for existing shareholders it matters because the newly issued shares, often sold at a discount, increase the share count and can dilute their ownership.

Revocable Living Trust legal

"B. Thomas Golisano Revocabl Living Trust 7632 County Road 42"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the PAYX Form 144 filing report?

It reports a proposed sale of 163,930 shares by the B. Thomas Golisano Revocable Living Trust. The filing names Merrill Lynch as broker and shows 05/04/2026 as the date.

Who is listed as the seller in the PAYX Form 144?

The seller is the B. Thomas Golisano Revocable Living Trust. The trust's address appears in the filing and is associated with the reported 163,930 shares sale.

Which broker is handling the proposed sale in the PAYX filing?

The filing lists Merrill Lynch, Pierce, Fenner & Smith Incorporated as the broker. The broker name appears alongside the security and sale details in the record.

Does the Form 144 show how the shares were acquired?

The excerpt references a Private Placement with a prior date of 05/23/1996. It does not state further acquisition mechanics beyond those entries in the excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/05/2026 - 05:03 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0000903201
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Paychex Inc.
SEC File Number
Address of Issuer	911 PANORAMA TRAIL S ROCHESTER NEW YORK 14625
Phone	5853856666
Name of Person for Whose Account the Securities are To Be Sold	THOMAS B GOLISANO
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	10% Owner

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Merrill Lynch, Pierce, Fenner & Smith Incorporated 1241 Pittsford Victor Rd Pittsford NY 14534	163930	15279915	358290000	05/04/2026	NASD

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	05/23/1996	Private Placement	Paychex			163930	05/23/1996	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
B. Thomas Golisano Revocabl Living Trust 7632 County Road 42 Victor NY 14564	Common	05/04/2026	163930	15279915

144: Remarks and Signature

Remarks
Date of Notice	05/05/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Harrison Wright
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)