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Paylocity Holding Corp (PCTY) insider donates 15,800 shares to foundation

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Paylocity Holding Corp insider Steven R. Beauchamp, who serves as Executive Chairman and Director, reported a charitable transfer of company stock. On 12/11/2025 he made a donative gift of 15,800 shares of common stock to IRIE Foundation, a private charitable foundation he controls, at a reported price of $0 per share. After this transaction he directly owns 1,298,511 shares, with additional indirect holdings through IRIE Foundation and several trusts and investment entities.

Positive

  • None.

Negative

  • None.
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 IL 60173

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 12/11/2025 G 15,800(1) D $0 1,298,511 D
Common Stock, par value $0.001 12/11/2025 G 15,800(1) A $0 15,800 I by IRIE Foundation
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 $0.001 100,000 I by Steven Beauchamp 2025 GRAT
Common Stock, par value $0.001 69,138 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:
1. Reflects a donative gift from the Reporting Person to IRIE Foundation, a private charitable foundation controlled by the Reporting Person.
Remarks:
/s/ Kris Kang, attorney-in-fact to Steven R. Beauchamp 12/15/2025
** 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.

FAQ

What insider transaction did Paylocity (PCTY) report in this Form 4?

The filing reports that Executive Chairman and Director Steven R. Beauchamp made a donative gift of 15,800 shares of Paylocity common stock on 12/11/2025.

Who received the 15,800 Paylocity shares from Steven R. Beauchamp?

The 15,800 shares were gifted to IRIE Foundation, described as a private charitable foundation controlled by Steven R. Beauchamp.

At what price were the Paylocity shares transferred in this insider gift?

The 15,800 shares of Paylocity common stock were reported as transferred at a price of $0 per share, reflecting their donative nature.

How many Paylocity shares does Steven R. Beauchamp directly own after the transaction?

Following the reported gift, Steven R. Beauchamp directly owns 1,298,511 shares of Paylocity common stock.

What indirect Paylocity holdings are listed for Steven R. Beauchamp?

The filing lists indirect ownership in Paylocity shares through IRIE Foundation, IRIE Family Trust, SRB 2025 GRAT, Steven Beauchamp 2025 GRAT, and Gotham Triple Advantage Strategy LP.

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8.25B
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20.07%
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2.05%
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