Paychex director shifts 164 shares to revocable trust
Paychex Inc. director Joseph Doody reported an internal reallocation of holdings on 2026-07-20.
Rhea-AI Filing Summary
Paychex Inc. director Joseph Doody reported an internal reallocation of holdings on 2026-07-20. He transferred 164 directly held common shares to the Joseph G. Doody Revocable Living Trust, leaving 725 shares in his direct ownership and 23,922 shares held indirectly through that trust. The transfer was recorded at $0.00 per share, indicating no open-market trade.
Doody also reports indirect ownership of 1,000 Paychex shares held by the Margaret Weiss Doody Revocable Living Trust. In addition, he holds several stock options over Paychex common stock, with exercise prices between $73.53 and $140.68 and expiration dates extending from 2029 to 2035.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 328 shares
Other
11 txns
Insider
DOODY JOSEPH
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock F1 | 164 | $0.00 | $0.00 |
| Other | Common Stock - Family Trust | 164 | $0.00 | $0.00 |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Common Stock - Family Trust | -- | -- | -- |
Holdings After Transaction:
Common Stock — 725 shares (Direct);
Common Stock - Family Trust — 23,922 shares (Indirect, Joseph G. Doody Revocable Living Trust);
Stock Option — 32,288 contracts (Direct);
Common Stock - Family Trust — 1,000 shares (Indirect, Margaret Weiss Doody Revocable Living Trust)
Footnotes (1)
- F1. Shares were transferred to the Joseph G. Doody Revocable Living Trust.
Key Figures
Shares transferred: 164 shares
Direct common shares after transfer: 725 shares
Indirect shares via Joseph G. Doody Revocable Living Trust: 23,922 shares
+3 more
6 metrics
Shares transferred
164 shares
Common stock moved from direct ownership to Joseph G. Doody Revocable Living Trust on 2026-07-20
Direct common shares after transfer
725 shares
Direct Paychex common stock held by Joseph Doody following the July 20, 2026 transfer
Indirect shares via Joseph G. Doody Revocable Living Trust
23,922 shares
Paychex common stock held indirectly through Joseph G. Doody Revocable Living Trust after transfer
Indirect shares via Margaret Weiss Doody Revocable Living Trust
1,000 shares
Additional indirect Paychex common stock reported as held through Margaret Weiss Doody Revocable Living Trust
Stock option exercise price
$85.33
Exercise price for options over 7,929 underlying Paychex shares expiring 2029-07-10
Stock option exercise price range
$73.53–$140.68
Range of exercise prices on reported Paychex stock options held by Joseph Doody
Key Terms
Stock Option, Revocable Living Trust, Other acquisition or disposition
3 terms
Stock Option financial
"security_title: Stock Option, underlying security title: Common Stock"
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.
Revocable Living Trust financial
"nature_of_ownership: Joseph G. Doody Revocable Living Trust"
Other acquisition or disposition regulatory
"transaction_code_description: Other acquisition or disposition"
FAQ
What insider transaction did Paychex (PAYX) director Joseph Doody report on July 20, 2026?
Director Joseph Doody reported transferring 164 Paychex common shares from his direct holdings to the Joseph G. Doody Revocable Living Trust. The move was recorded at $0.00 per share and reflects an internal ownership reallocation, not an open-market trade.
What indirect Paychex (PAYX) holdings are reported for Joseph Doody’s family trusts?
The filing lists 23,922 Paychex shares indirectly held through the Joseph G. Doody Revocable Living Trust and 1,000 shares through the Margaret Weiss Doody Revocable Living Trust. Both positions are reported as indirect ownership interests associated with director Joseph Doody.
What Paychex (PAYX) stock options does director Joseph Doody report holding?
Joseph Doody reports multiple stock option awards over Paychex common stock. These include options on 7,929 shares at $85.33 expiring July 10, 2029 and several others with exercise prices up to $140.68, expiring between 2030 and 2035.
Does the Paychex (PAYX) Form 4 indicate any 10b5-1 trading plan for Joseph Doody?
The Form 4’s Rule 10b5-1 checkbox is marked as false, meaning the filing explicitly indicates the reported transactions were not affirmed as made under a Rule 10b5-1 trading plan. No separate plan-related footnote is disclosed in this report.
AI-generated analysis. How Rhea-AI works. Not financial advice.
