Paylocity officer plans sale of 69 shares

Officer Andrew James Cappotelli files a Rule 144 notice covering 69 Paylocity shares, with a prior 2,550-share 10b5-1 sale disclosed.

Rhea-AI Filing Summary

Paylocity Holding Corp (PCTY) received a notice that officer Andrew James Cappotelli intends to sell common stock under Rule 144. The notice covers 69 shares to be sold through Morgan Stanley Smith Barney LLC, and also reports a prior Rule 10b5-1 sale of 2,550 shares on August 19, 2026.

Key Figures

Shares in current Rule 144 notice: 69 shares Estimated value of current notice shares: $10,655.67 Prior 10b5-1 sale shares: 2,550 shares +3 more

6 metrics

Shares in current Rule 144 notice 69 shares Planned sale of Paylocity common stock by officer Andrew James Cappotelli

Estimated value of current notice shares $10,655.67 Aggregate value reported for 69 shares in the Rule 144 filing

Prior 10b5-1 sale shares 2,550 shares 10b5-1 sale of Paylocity common stock on August 19, 2026

Prior 10b5-1 sale proceeds $382,063.11 Total proceeds from 2,550 shares sold on August 19, 2026

Current notice sale date September 4, 2026 Date associated with 69-share sale through Morgan Stanley Smith Barney LLC

RSU acquisition date September 1, 2026 Acquisition date for Restricted Stock Units underlying the 69 shares

Key Terms

Rule 144, Restricted Stock Units, 10b5-1, Form 144

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock Units financial

"Restricted Stock Units | Issuer | | | 69 | 09/01/2026"

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.

10b5-1 regulatory

"10b5-1 Sales for ANDREW CAPPOTELLI"

A 10b5-1 plan is a pre-set schedule that lets company insiders buy or sell shares according to written instructions made when they do not possess material, nonpublic information. Think of it as a timed automatic payment for stock trades: it helps insiders avoid accusations of trading on secret information and gives outside investors a clearer signal about whether sales are routine or potentially informative about the company’s prospects.

Form 144 regulatory

"144: Securities Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

FAQ

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

What does the Form 144 filing mean for Paylocity (PCTY)?

The Form 144 indicates that officer Andrew James Cappotelli has given notice of a planned sale of 69 shares of Paylocity common stock under Rule 144. It is a regulatory notice of potential sales and does not itself change the company’s operations or financial results.

How many Paylocity (PCTY) shares are covered by this new Rule 144 notice?

The notice covers 69 shares of Paylocity common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ. These shares are tied to Restricted Stock Units with an acquisition date of September 1, 2026.

What prior sales by Andrew Cappotelli are disclosed in this Paylocity (PCTY) Form 144?

The filing lists 10b5-1 sales for Andrew Cappotelli, including a sale of 2,550 shares of Paylocity common stock on August 19, 2026 for total proceeds of $382,063.11 over the past three months.

What is the total value associated with the 69 Paylocity (PCTY) shares in this notice?

The Form 144 shows an aggregate value of $10,655.67 for the 69 shares of Paylocity common stock referenced in the planned Rule 144 sale through Morgan Stanley Smith Barney LLC Executive Financial Services.

Are the Paylocity (PCTY) shares in this Form 144 related to Restricted Stock Units?

Yes. The securities to be sold section identifies the security type as Restricted Stock Units in Paylocity common stock, with an acquisition date of September 1, 2026 and a planned sale of 69 shares under Rule 144.

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

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Available on EDGAR 09/04/2026 - 04:29 PM EDT Accepted by SEC EDGAR 09/04/2026 - 04:29 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001742758
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	PAYLOCITY HOLDING CORPORATION
SEC File Number	001-36348
Address of Issuer	1400 American Lane Schaumburg ILLINOIS 60173
Phone	8474633200
Name of Person for Whose Account the Securities are To Be Sold	ANDREW CAPPOTELLI
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	69	10655.67	53056963	09/04/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	09/01/2026	Restricted Stock Units	Issuer			69	09/01/2026	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for ANDREW CAPPOTELLI 1400 American Lane Schaumburg IL 60173	Common	08/19/2026	2550	382063.11

144: Remarks and Signature

Remarks
Date of Notice	09/04/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	08/27/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Andrew James Cappotelli
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)