Paychex: Bergstrom has 1,393 shares withheld for taxes

Rhea-AI Filing Summary

Paychex Inc. Chief Product Officer Ryan Norman Bergstrom had 1,393 common shares withheld on October 1, 2026, at $100.84 per share to satisfy tax-withholding obligations arising from a lapse of restrictions applicable to restricted stock or restricted stock units. His reported direct common-stock holdings following the transaction were 43,295 shares. He also had two reported direct option positions covering 14,767 common shares at a $140.68 exercise price, expiring July 14, 2035, and 23,088 common shares at a $110 exercise price, expiring July 14, 2036.

Insider Trade Summary

Tax Withholding: 1,393 shares

Tax Withholding 3 txns

Insider BERGSTROM RYAN NORMAN

Role Chief Product Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	1,393	$100.84	$140K
holding	Stock Option	--	--	--
holding	Stock Option	--	--	--

Holdings After Transaction: Common Stock — 43,295 shares (Direct); Stock Option — 37,855 contracts (Direct)

Footnotes (1)

1. F1. Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units.

Key Figures

Shares withheld: 1,393 shares Price per share: $100.84 per share Direct common shares following transaction: 43,295 shares +4 more

7 metrics

Shares withheld 1,393 shares October 1, 2026; tax withholding

Price per share $100.84 per share Shares withheld on October 1, 2026

Direct common shares following transaction 43,295 shares Ryan Norman Bergstrom

Common shares underlying options 14,767 shares $140.68 exercise price; expires July 14, 2035

Option exercise price $140.68 Option position covering 14,767 common shares

Common shares underlying options 23,088 shares $110 exercise price; expires July 14, 2036

Option exercise price $110 Option position covering 23,088 common shares

Key Terms

restricted stock units, tax withholding obligations, exercise price

3 terms

restricted stock units financial

"restrictions applicable to restricted stock / 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

"to satisfy tax withholding obligations arising from lapse of restrictions"

exercise price financial

"Stock Option; exercise price of $140.6800"

The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.

FAQ

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

How many PAYX shares did Ryan Norman Bergstrom have withheld?

Ryan Norman Bergstrom had 1,393 Paychex common shares withheld on October 1, 2026, at $100.84 per share to satisfy tax-withholding obligations arising from a lapse of restrictions applicable to restricted stock or restricted stock units. His reported direct common-stock holdings following the transaction were 43,295 shares.

What stock options did Ryan Norman Bergstrom hold?

His reported direct option positions covered 14,767 common shares at a $140.68 exercise price, expiring July 14, 2035, and 23,088 common shares at a $110 exercise price, expiring July 14, 2036.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 10/02/2026 - 04:00 PM Accepted by SEC EDGAR 10/02/2026 - 04:00 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

BERGSTROM RYAN NORMAN

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Product Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	10/01/2026		F		1,393(1)	D	$100.84	43,295	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option	$140.68							07/15/2026	07/14/2035	Common Stock	14,767		14,767	D
Stock Option	$110							07/15/2027	07/14/2036	Common Stock	23,088		23,088	D

Explanation of Responses:

1. Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock / restricted stock units.

	Todd Card, Attorney-in-fact	10/02/2026
	** Signature of Reporting Person	Date
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)