Paylocity chair uses 4,088 shares for exercise, taxes

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.

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.

Insider Trade Summary

Exercise Price or Tax Liability: 4,088 shares

Exercise Price or Tax Liability 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

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

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.

How many Paylocity (PCTY) shares does Steven R. Beauchamp hold directly after this filing?

After the reported transaction, Steven R. Beauchamp directly holds 1,273,389 shares of Paylocity (PCTY) common stock. This post-transaction figure reflects his remaining direct ownership position following the 4,088-share Code F disposition on 2026-08-17.

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.

At what price were the Paylocity (PCTY) shares used for exercise price or tax liability settled?

The 4,088 PCTY shares delivered or withheld for exercise price or tax liability were valued at $148.28 per share. This per-share figure reflects the transaction value used in the Code F disposition reported on 2026-08-17.

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.

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Available on EDGAR 08/19/2026 - 04:03 PM Accepted by SEC EDGAR 08/19/2026 - 04:02 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Beauchamp Steven R

(Last) (First) (Middle)

C/O 1400 AMERICAN LANE

(Street)

SCHAUMBURG ILLINOIS 60173

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Paylocity Holding Corp [ PCTY ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Chairman

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock, par value $0.001	08/17/2026		F		4,088	D	$148.28	1,273,389	D
Common Stock, par value $0.001								235,000	I	by IRIE Family Trust
Common Stock, par value $0.001								220,000	I	by SRB 2025 GRAT
Common Stock, par value $0.001								15,800	I	by IRIE Foundation
Common Stock, par value $0.001								194,926	I	by Gotham Triple Advantage Strategy LP

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	/s/ Kris Kang, attorney-in-fact to Steven R. Beauchamp	08/19/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)