Paychex, Inc. filings document formal disclosures for its human capital management business, including quarterly operating results furnished on Form 8-K, credit facility amendments, capital-return authorizations, and governance changes involving directors and senior officers.
The company's proxy materials and annual-meeting reports address board elections, executive compensation votes, auditor ratification, committee matters, and stockholder voting outcomes. Its filings also describe common-stock repurchase authority, revolving credit facilities, covenant changes, and formal reporting for payroll, HCM, HR Solutions, PEO, ASO, benefits, retirement, and insurance services.
Paychex Inc. Senior Vice President and CFO Robert L. Schrader had 116 common shares withheld on October 15, 2026, at $110.78 per share to satisfy tax-withholding obligations arising from the lapse of restrictions on restricted stock units; no Rule 10b5-1 plan is reported. He directly held 18,431 common shares after the transaction and held another 339 shares indirectly through a 401(k).
Reported stock-option positions included options for 16,519 underlying shares at a $73.53 exercise price, expiring July 14, 2030, and options for 29,553 underlying shares at a $110.00 exercise price, expiring July 14, 2036.
Paychex Inc. director J. Michael Hansen was granted a stock option covering 4,040 shares at an exercise price of $110.78 and received an award of 970 restricted stock units on October 15, 2026. The restricted stock units are subject to vesting under the Amended and Restated 2002 Stock Incentive Plan. His reported common-stock holdings following the award were 1,594 shares. As of October 15, 2026, a directly held option covering 2,435 common shares was also listed, with an exercise price of $111.18 and an expiration date of January 18, 2036.
On October 15, 2026, Paychex Inc. (PAYX) director Theresa M. Payton received an award of 4,040 stock options and 970 restricted stock units. The options have an exercise price of $110.78 per share, an exercise date of October 15, 2027, and an expiration date of October 14, 2036. The restricted stock units are subject to vesting under the Amended and Restated 2002 Stock Incentive Plan. Her reported direct common-stock position following the transaction was 3,770 shares. Four other direct option positions list underlying share counts of 5,082 at a $120.86 exercise price, 3,351 at $121.63, 670 at $140.68, and 3,061 at $127.52; their expiration dates range from July 14, 2033, to October 14, 2035.
Paychex Inc. director Tom Bonadio received 4,040 stock options on October 15, 2026, at a $110.78 exercise price; they have an exercise date of October 15, 2027, and expire October 14, 2036. He also received 970 restricted stock units, subject to vesting under the Amended and Restated 2002 Stock Incentive Plan, and held 22,474 common shares directly following that award. Other listed options include 4,404 underlying shares at $61.47, expiring January 14, 2027, and 9,615 at $57.20, expiring July 12, 2027.
Paychex Inc. director Kevin A. Price was granted 4,040 stock options on October 15, 2026, with an exercise price of $110.78 per share; the stated exercise date is October 15, 2027, and the expiration date is October 14, 2036. He also received 970 restricted stock units under the Amended and Restated 2002 Stock Incentive Plan, subject to vesting. His reported direct common-stock holdings after the award were 4,921 shares. His reported direct option positions also include options over 5,075 shares at $112.67 expiring July 14, 2031, and 3,061 shares at $127.52 expiring October 14, 2035.
Paychex Inc. director Joseph M. Tucci received grants of 4,040 stock options and 970 restricted stock units on October 15, 2026. The options have a $110.78 exercise price, an exercise date of October 15, 2027, and expire October 14, 2036; the restricted stock units are subject to vesting under the Amended and Restated 2002 Stock Incentive Plan. The report also lists existing option positions, including options covering 9,615 underlying shares at a $57.20 exercise price expiring July 12, 2027, and 3,061 underlying shares at $127.52 expiring October 14, 2035.
Paychex director Joseph M. Velli reported an intended sale of 7,839 common shares, with an approximate sale date of October 14, 2026 and an aggregate market value of $844,073.73. Fidelity Brokerage Services LLC is listed as broker. The shares were acquired from Paychex through a stock option exercise on April 15, 2025, with cash payment.
Paychex Inc. Sr. Vice President, Paycor Adam Brooks Ante reported a disposition of 1,762 shares on October 1, 2026, to satisfy tax withholding obligations arising from the lapse of restrictions on restricted stock or restricted stock units. The reported price was $100.84 per share; he directly held 54,213 shares afterward. The transaction was not pursuant to a Rule 10b5-1 plan. He also held options for 14,767 underlying common shares at a $140.68 exercise price, expiring July 14, 2035, and options for 23,088 underlying common shares at a $110 exercise price, expiring July 14, 2036.
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.
Paychex Inc. (PAYX) ten-percent owner B. Thomas Golisano reported gifting 562,635 shares of common stock to various nonprofit organizations on September 28, 2026. His reported direct holdings afterward were 35,091,288 shares. A separate indirect holding of 37,884 shares was listed through the Cynthia A. Golisano Irrevocable Trust U/A dated June 13, 2005.