Paylocity (NASDAQ: PCTY) chair still holds 1.27M shares
Rhea-AI Filing Summary
Paylocity Holding Corp (PCTY) reported that Executive Chairman Steven R. Beauchamp had 4,088 shares of common stock delivered or withheld for payment of exercise price or tax liability on 2026-08-17 at $148.28 per share. Following this, he directly holds 1,273,389 shares. He also has indirect holdings of 235,000 shares via the IRIE Family Trust, 220,000 shares via the SRB 2025 GRAT, 15,800 shares via the IRIE Foundation, and 194,926 shares via Gotham Triple Advantage Strategy LP.
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Insights
Analyzing...
Insider Trade Summary
Net Seller: 4,088 shares
Net Sell
5 txns
Insider
Beauchamp Steven R
Role
Executive Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock, par value $0.001 | 4,088 | $148.28 | $606K |
| holding | Common Stock, par value $0.001 | -- | -- | -- |
| holding | Common Stock, par value $0.001 | -- | -- | -- |
| holding | Common Stock, par value $0.001 | -- | -- | -- |
| holding | Common Stock, par value $0.001 | -- | -- | -- |
Holdings After Transaction:
Common Stock, par value $0.001 — 1,273,389 shares (Direct);
Common Stock, par value $0.001 — 235,000 shares (Indirect, by IRIE Family Trust);
Common Stock, par value $0.001 — 220,000 shares (Indirect, by SRB 2025 GRAT);
Common Stock, par value $0.001 — 15,800 shares (Indirect, by IRIE Foundation);
Common Stock, par value $0.001 — 194,926 shares (Indirect, by Gotham Triple Advantage Strategy LP)
Key Figures
Shares delivered/withheld for exercise price or tax liability: 4,088 shares
Transaction price per share: $148.28 per share
Direct holdings after transaction: 1,273,389 shares
+4 more
7 metrics
Shares delivered/withheld for exercise price or tax liability
4,088 shares
Code F disposition on 2026-08-17
Transaction price per share
$148.28 per share
Value used for the 4,088-share Code F transaction
Direct holdings after transaction
1,273,389 shares
Direct Paylocity common stock held by Steven R. Beauchamp after 2026-08-17
IRIE Family Trust indirect holdings
235,000 shares
Indirect ownership "by IRIE Family Trust"
SRB 2025 GRAT indirect holdings
220,000 shares
Indirect ownership "by SRB 2025 GRAT"
IRIE Foundation indirect holdings
15,800 shares
Indirect ownership "by IRIE Foundation"
Gotham Triple Advantage Strategy LP indirect holdings
194,926 shares
Indirect ownership "by Gotham Triple Advantage Strategy LP"
Key Terms
Payment of exercise price or tax liability, IRIE Family Trust, GRAT, indirect ownership
4 terms
Payment of exercise price or tax liability financial
"Payment of exercise price or tax liability by delivering or withholding securities"
IRIE Family Trust financial
"Indirect ownership of shares by IRIE Family Trust"
GRAT financial
"Indirect ownership of shares by SRB 2025 GRAT"
indirect ownership financial
"total_shares_following_transaction held as indirect ownership"
FAQ
What insider transaction did Steven R. Beauchamp report at Paylocity (PCTY)?
Steven R. Beauchamp reported 4,088 PCTY shares delivered or withheld to pay option exercise price or tax liability at $148.28 per share. This is a Code F transaction, not a traditional open-market buy or sell of shares.
What indirect Paylocity (PCTY) holdings are associated with Steven R. Beauchamp?
Indirectly, Steven R. Beauchamp is associated with 235,000 PCTY shares via the IRIE Family Trust, 220,000 shares via the SRB 2025 GRAT, 15,800 shares via the IRIE Foundation, and 194,926 shares via Gotham Triple Advantage Strategy LP, as reported in the filing.
Was Steven R. Beauchamp’s Paylocity (PCTY) transaction under a Rule 10b5-1 trading plan?
The filing shows the Rule 10b5-1 plan checkbox as not checked, indicating the reported Code F transaction was not affirmatively designated as made pursuant to a Rule 10b5-1 trading plan in this Form 4 submission.
AI-generated analysis. How Rhea-AI works. Not financial advice.