Paylocity Holdin SEC Filings

Paylocity Holding Corp (PCTY) President and CEO, who is also a director, reported a Form 4 transaction dated 11/17/2025 involving the company’s common stock. The filing shows a coded "F" disposition of 6,351 shares at $148.05 per share, after which the insider directly owns 219,843 common shares of Paylocity.

Paylocity Holding Corporation reported first‑quarter results for the period ended September 30, 2025. Total revenue reached $408.2 million, up from $363.0 million a year ago, driven by growth in recurring fees of $378.9 million. Gross margin improved to 69% from 68% as scale benefits offset higher delivery and amortization costs.

Net income was $48.0 million with diluted EPS of $0.86, reflecting a higher effective tax rate of 35.9%. Adjusted EBITDA increased to $146.4 million. Operating cash flow was $86.5 million.

Paylocity repurchased $200.0 million of common stock (about 1.2 million shares at an average price of $173.30) and repaid $81.3 million on its revolving credit facility, leaving $81.3 million outstanding. Cash and cash equivalents were $165.2 million. Remaining performance obligations tied to term contracts were $153.3 million. The company continues integrating the October 2024 Airbase acquisition to expand spend management capabilities.

Paylocity Holding Corporation furnished an 8-K announcing financial results for the three-month period ended September 30, 2025. The company issued a press release with these results, which includes forward-looking statements and related cautionary language.

The press release is attached as Exhibit 99.1 and is furnished, not filed, which limits its applicability under certain Exchange Act provisions. Paylocity’s common stock trades on the NASDAQ Global Select Market under the symbol PCTY.

Paylocity Holding Corporation will hold its 2026 Annual Meeting of Stockholders on December 4, 2025 at 8:30 a.m. Central Time via live webcast at www.virtualshareholdermeeting.com/PCTY2025. Stockholders of record at the close of business on October 7, 2025 may vote; 54,381,598 shares of common stock were outstanding and entitled to vote on that date.

Stockholders will vote on four items: (1) elect ten directors to one-year terms; (2) ratify KPMG LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026; (3) approve, on a non-binding basis, named executive officer compensation; and (4) approve the Amended and Restated 2023 Equity Incentive Plan.

The proxy details board independence, committee composition, and oversight of risk and cybersecurity. Fiscal 2025 highlights include revenue of $1.6 billion, net income of $227.1 million, adjusted EBITDA of $583.0 million, revenue retention of greater than 92%, and an end-of-year client base of 41,650. Director compensation for fiscal 2026 will include a $50,000 annual retainer, updated committee fees, and RSU grants sized at approximately $230,000 based on a 30-day average closing price.

Melissa Ann King, SVP Product and Technology at Paylocity Holding Corp (PCTY), reported an insider sale of 321 shares of common stock on 10/01/2025 at a reported price of $159.27 per share. After the transaction she beneficially owned 30,384 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing lists the transaction as a direct disposition by the reporting person.

Nicholas Rost, VP CAO & Treasurer of Paylocity Holding Corp (PCTY), reported a single non-derivative sale of common stock on 09/24/2025. The Form 4 shows 126 shares were disposed of at a price of $166.02 per share under a pre-established 10b5-1 plan adopted 11/20/2024. After the sale, the reporting person beneficially owned 9,176 shares. The filing was submitted by one reporting person and signed on behalf of Mr. Rost by an attorney-in-fact, Kris Kang, on 09/26/2025. The form contains no derivative transactions and provides no additional commentary on rationale beyond the 10b5-1 plan statement.

Paylocity Holding Corp (PCTY) Form 144 filing: An individual plans to sell 126 common shares, valued at $20,874.42, through Morgan Stanley Smith Barney on NASDAQ with an approximate sale date of 09/24/2025. The shares were acquired as Restricted Stock Units on 09/21/2025 and payment/consideration is listed as N/A.

The filing also reports recent 10b5-1 sales by the same person: 130 shares sold on 08/20/2025 for $23,116.60 and 378 shares sold on 08/19/2025 for $67,125.24. Total outstanding shares are reported as 55,161,627, so these transactions are small relative to the company's share count. The notice includes the standard representation that the seller is unaware of undisclosed material adverse information.

Paylocity Holding Corp (PCTY) insider report: Nicholas Rost, VP, CAO & Treasurer, reported a sale of 76 shares of Paylocity common stock on 09/22/2025 at a price of $164.22 per share, leaving him with 9,302 shares beneficially owned. The Form 4 was signed by an attorney-in-fact and filed on 09/24/2025. No derivative transactions were reported and no additional remarks were provided on the form.