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.
A shareholder of Paychex, Inc. (PAYX) has filed a notice of proposed sale of 2,615 shares of common stock to be sold through Fidelity Brokerage Services LLC on NASDAQ, with an indicated aggregate value of $303,130.80.
The shares relate to restricted stock vesting events from the issuer, including 523 shares vesting on 08/15/2025, 67 shares vesting on 10/15/2025, and 2,025 shares vesting on 07/15/2026, which together correspond to the shares proposed for sale.
PAYCHEX INC chairman and director Martin Mucci exercised stock options to acquire 214,482 shares of common stock at $57.24 per share. On July 14, 2026, he delivered 163,329 shares to pay the exercise price or tax liability and sold 25,000 shares of common stock in open-market transactions at a weighted-average price of $109.93, with trades ranging from $109.55 to $110.225. Following these transactions, he held 444,200.3318 shares of common stock directly and retained multiple stock option grants, including 195,428 underlying shares at an exercise price of $73.53 expiring on July 14, 2030.
PAYCHEX INC senior executive Adam Brooks Ante reported a routine tax-related share disposition. On the non-derivative side, 2,678 shares of Common Stock were transferred at $102.71 per share to cover tax withholding obligations tied to vesting of restricted stock and restricted stock units. This was not an open-market sale. After this transaction, he directly holds 52,865 shares of Common Stock.
The filing also shows a Stock Option award over 14,767 underlying shares of Common Stock with an exercise price of $140.68 per share and an expiration date of July 14, 2035. These options remain outstanding as a direct holding.
Paychex Chief Product Officer Ryan Bergstrom reported routine share activity related to equity compensation. On the reported date, 2,090 shares of Paychex common stock were disposed of at $102.71 per share to satisfy tax withholding obligations arising from the vesting of restricted stock and restricted stock units. After this tax-withholding disposition, Bergstrom directly holds 41,582 shares of Paychex common stock. The filing also shows he holds a stock option covering 14,767 shares of common stock with an exercise price of $140.68 per share, expiring on July 14, 2035.
Paychex Inc. director Joseph M. Tucci reported an option exercise and related share transactions. He exercised 10,220 stock options at $60.59 per share as they approached their 10-year expiration. Of the resulting shares, 6,313 were withheld to cover tax obligations and 3,907 were sold in open-market transactions at a weighted-average price of $98.25 per share. Following these transactions, Tucci directly owned 67,364 shares of Paychex common stock.
Paychex reported strong fourth-quarter and full-year 2026 results, with double-digit growth in revenue and earnings. Fourth-quarter total revenue rose 12% to $1.61 billion, while diluted EPS increased 43% to $1.17 and adjusted diluted EPS grew 11% to $1.32. Operating income for the quarter rose 40% to $604.7 million and adjusted operating income increased 17% to $675.8 million, driven by revenue growth and lower acquisition-related costs after the Paycor integration.
For fiscal 2026, revenue grew 17% to $6.51 billion, operating income rose 14% to $2.51 billion, and diluted EPS increased 7% to $4.89, with adjusted EPS up 11% to $5.51. The company generated $2.56 billion in operating cash flow and returned $2.2 billion to shareholders through $1.6 billion of dividends and $611.0 million of share repurchases. For fiscal 2027, Paychex expects total revenue growth of 5%–6%, adjusted operating margin of about 44%, and adjusted EPS growth of 7%–9%.
PAYCHEX INC ten percent owner Thomas B. Golisano reported a routine change in holdings on Common Stock. A Cynthia A. Golisano Irrevocable Trust, for which he serves as trustee, made a bona fide gift transfer of 1,032 shares at a reference price of $96.98 per share as part of a quarterly distribution. Following this transaction, Golisano’s direct ownership remained large at 35,653,923 shares, and the trust’s indirect holdings reported for him were 38,218 shares.
PAYCHEX INC Sr. Vice President Elizabeth Roaldsen sold 459 shares of common stock at $90.00 per share on May 13, 2026, leaving 9,335 shares directly owned.
She also holds multiple stock option awards over 11,518, 14,291, 2,119 and 12,164 underlying shares with exercise prices between $117.98 and $140.68, expiring from 2033 to 2035.