Welcome to our dedicated page for PAYCHEX SEC filings (Ticker: PAYX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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., a human capital management company, reports that as of May 31, 2026 it served approximately 840,000 customers across the U.S. and parts of Europe, including about 800,000 payroll clients, through its SurePayroll, Paychex Flex, and Paycor SaaS platforms. On April 14, 2025 it acquired Paycor HCM, Inc. to expand its upmarket presence and AI-driven HCM suite. Over 60% of revenue is derived from solutions other than payroll processing, reflecting a broad mix of HR, benefits, retirement, and insurance services.
The company highlights its WISE workforce intelligence engine, which as of May 31, 2026 powered approximately 600 AI features and agents drawing on more than 26 trillion data points. HR outsourcing is substantial: HR Outsourcing Solutions support about 2.6 million worksite employees, while retirement solutions serve over 130,000 customers with $66 billion of retirement assets. Payroll client retention for fiscal 2026 was in the range of 82% to 83% of the beginning client base.
Paychex describes extensive cybersecurity and compliance programs aligned with the NIST Cybersecurity Framework and supported by around 250 compliance experts. As of May 31, 2026 it employed approximately 17,600 people. Capital returns included repurchasing 5.6 million shares in fiscal 2026 for $611.0 million at an average price of $108.81, with $675.6 million remaining authorized for future repurchases, alongside a long history of quarterly dividends. As of November 28, 2025, non-affiliate shares had an aggregate market value of $35,959,981,648, and 355,682,860 common shares were outstanding as of June 30, 2026.
Paychex Inc President and CEO John B. Gibson reported equity changes on 2026-07-15. He received 14318 restricted stock units, subject to vesting, and a stock option for 96971 shares at $110.0000. 14083 shares were disposed of at $110.0000 to satisfy tax withholding obligations, leaving 67048 common shares held directly, plus multiple outstanding stock option grants.
Paychex Chief Product Officer Ryan Norman Bergstrom reported equity compensation changes on July 15, 2026. He was awarded restricted stock units covering 3,409 shares, subject to vesting, under the Amended and Restated 2002 Stock Incentive Plan and a stock option for 23,088 shares with an exercise price of $110.00 expiring July 14, 2036. To satisfy tax withholding from RSU vesting, 303 shares were withheld at $110.00. After these transactions he directly owns 44,688 shares of Paychex common stock and holds options over 14,767 shares at an exercise price of $140.68 expiring July 14, 2035, in addition to the new grant.
Paychex VP and Chief HR Officer Mason Argiropoulos reported new equity awards. On July 15, 2026, he was granted 2,182 restricted stock units for common stock and 14,777 stock options with a $110 exercise price. To satisfy tax withholding from vesting restricted stock units, 386 shares were withheld, leaving 3,037 common shares held directly, alongside employee stock purchase plan and stock option positions.
Paychex Inc. senior vice president Chad C. Parodi reported equity compensation changes. He received 2,727 restricted stock units, subject to vesting, and a new stock option for 18,471 shares at $110.00, exercisable beginning 2027-07-15 and expiring 2036-07-14. To cover taxes on vesting RSUs, 300 shares were withheld at $110.00, leaving him with 8,763 common shares held directly, plus multiple outstanding stock option awards.
Paychex VP, Controller & Treasurer Christopher C. Simmons sold 2,615 shares of common stock at $115.92 on July 17, 2026, leaving 3,420 shares held directly. On July 15, he received 1,818 restricted stock units under the Amended and Restated 2002 Stock Incentive Plan, with 1,172 shares withheld to satisfy related tax obligations, and was granted 11,082 stock options at a $110.00 exercise price exercisable from July 15, 2027 to July 14, 2036.
Adam Brooks Ante, Sr. Vice President, Paycor at Paychex, Inc., received equity awards and had shares withheld for taxes. He was granted 3,409 restricted stock units, subject to vesting, and stock options over 23,088 shares at an exercise price of $110.00 per share, exercisable from July 15, 2027 to July 14, 2036. Separately, 299 shares were disposed of at $110.00 per share to satisfy tax withholding obligations arising from restricted stock unit vesting. He now directly holds 55,975 common shares and also holds stock options over 14,767 shares at $140.68 per share expiring July 14, 2035.
PAYCHEX INC Chief Legal Officer and Secretary Prabha S. Bhandari reported a Form 4 transaction involving common stock and stock options. 282 shares of common stock were disposed of at $110.00 per share to satisfy tax withholding obligations upon the lapse of restrictions on restricted stock units, leaving 1,664 common shares held directly. The filing also reports outstanding stock options covering 7,383 shares of common stock at an exercise price of $140.68 expiring on July 14, 2035, and options over 7,558 shares at $121.63 expiring on July 14, 2034.
Paychex Sr. Vice President Elizabeth Roaldsen reported a tax-withholding disposition of 2,383 shares of common stock on July 15, 2026 at $110.0000 per share, to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units, leaving 6,952 shares of directly owned stock. She also holds stock options for 11,518 shares at an exercise price of $140.6800 expiring July 14, 2035 and for 14,291 shares at $121.6300 expiring July 14, 2034, with additional option grants reported.
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 21,147 common shares and indirectly held 339 shares through a 401(k), in addition to several earlier stock option awards.