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Paychex (PAYX) CFO granted 4,364 RSUs and 29,553 stock options

(Very High)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Paychex Inc. Sr. VP & CFO Robert L. Schrader reported equity compensation activity on 2026-07-15, including an award of 4,364 shares of common stock in the form of restricted stock units and a grant of 29,553 stock options with a 110.0000 per-share exercise price expiring 2036-07-14.

To satisfy tax obligations from vesting, 2,382 shares of common stock were withheld at 110.0000 per share. After these reported transactions, he directly held 16,783 common shares and indirectly held 339 shares through a 401(k), in addition to several earlier stock option awards.

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Insider Schrader Robert L.
Role Sr. VP, CFO
Type Security Shares Price Value
Grant/Award Stock Option 29,553 $110.00 $3.25M
Tax Withholding Common Stock 2,382 $110.00 $262K
Grant/Award Common Stock 4,364 $0.00 --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Stock Option -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Stock Option — 29,553 shares (Direct); Common Stock — 16,783 shares (Direct); Common Stock — 339 shares (Indirect, 401(k))
Footnotes (1)
  1. Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
Restricted stock units granted 4,364 shares Award of restricted stock units on 2026-07-15
Shares withheld for taxes 2,382 shares Disposition to satisfy tax withholding obligations on 2026-07-15
Stock options granted 29,553 options New stock option award on 2026-07-15 with underlying common stock
Option exercise price 110.0000 per share Exercise price for 29,553 stock options expiring 2036-07-14
Direct common shares held 16,783 shares Direct Paychex common stock holdings after reported transactions
401(k) common shares 339 shares Indirect Paychex common stock ownership through a 401(k) plan
Existing option position 18,458 underlying shares Stock option grant at 140.6800 exercise price expiring 2035-07-14
restricted stock units financial
"lapse of restrictions applicable to restricted stock units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding obligations financial
"Disposition of shares to satisfy tax withholding obligations arising from lapse"
Stock Option financial
"Stock Option, underlying security title Common Stock with various terms"
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
Amended and Restated 2002 Stock Incentive Plan financial
"pursuant to the Amended and Restated 2002 Stock Incentive Plan."

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

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FAQ

What equity awards did Paychex (PAYX) CFO Robert L. Schrader receive on July 15, 2026?

Schrader received 4,364 shares of common stock in the form of restricted stock units and a grant of 29,553 stock options with a 110.0000 per-share exercise price, expiring on 2036-07-14 and exercisable on 2027-07-15.

How many Paychex (PAYX) shares were withheld for taxes from the CFO’s award?

To cover tax withholding obligations from restricted stock unit vesting, 2,382 shares of Paychex common stock were disposed of at 110.0000 per share. This disposition is coded as a tax-withholding transaction rather than an open-market sale.

What are Robert L. Schrader’s Paychex (PAYX) common stock holdings after these transactions?

Following the reported July 15, 2026 transactions, Schrader directly held 16,783 shares of Paychex common stock and indirectly held 339 shares through a 401(k) plan, as disclosed in the ownership tables accompanying the Form 4 filing.

What stock option positions does the Paychex (PAYX) CFO hold according to this Form 4?

In addition to a new grant of 29,553 stock options at 110.0000 per share, Schrader retains several prior option awards, including positions over 18,458 shares at 140.6800 per share expiring 2035-07-14, plus other grants with different strikes and expirations.

Were Paychex (PAYX) CFO Robert L. Schrader’s July 15, 2026 transactions made under a Rule 10b5-1 trading plan?

The Form 4’s Rule 10b5-1 checkbox is not marked, and the filing does not reference any trading plan. These transactions are therefore not reported as being executed under a Rule 10b5-1 pre-arranged trading plan.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Schrader Robert L.

(Last)(First)(Middle)
911 PANORAMA TRAIL SOUTH

(Street)
ROCHESTER NEW YORK 14625

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PAYCHEX INC [ PAYX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Sr. VP, CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/15/2026F2,382(1)D$11016,783D
Common Stock07/15/2026A4,364(2)A$021,147D
Common Stock339I401(k)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option$11007/15/2026A29,55307/15/202707/14/2036Common Stock29,553$11029,553D
Stock Option$73.5307/15/202107/14/2030Common Stock16,51916,519D
Stock Option$112.6707/15/202207/14/2031Common Stock9,1029,102D
Stock Option$11507/15/202307/14/2032Common Stock7,6847,684D
Stock Option$120.8607/15/202407/14/2033Common Stock8,8468,846D
Stock Option$117.9810/15/202410/14/2033Common Stock4,2374,237D
Stock Option$121.6307/15/202507/14/2034Common Stock18,32218,322D
Stock Option$140.6807/15/202607/14/2035Common Stock18,45818,458D
Explanation of Responses:
1. Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units.
2. Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
Prabha S. Bhandari, Attorney-in-fact07/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)