Paylocity Holdin SEC Filings

Andrew Cappotelli, Senior Vice President Operations of Paylocity Holding Corp (PCTY), reported equity transactions in a Form 4 filed for transactions dated August 15 and August 18, 2025. The report shows grants of 10,874 restricted stock units (RSUs) and 3,219 performance stock units (PSUs) that will each convert to one share on vesting under the Issuer's 2023 Equity Incentive Plan. The RSUs vest over four years with 6.25% vesting every three months. Fifty percent of the PSUs vested on August 15, 2025; the remainder vest in equal installments on August 15, 2026 and August 15, 2027, subject to continued service. The filing also reports a grant of 1,554 market stock units (MSUs) awarded at target on August 15, 2025 with payout tied 0%-200% to total shareholder return objectives and four separate performance periods starting August 31, 2025. The Form shows dispositions of 1,010 shares at $171.64 and 208 shares at $171.96, leaving Cappotelli with 24,828 shares beneficially owned after the transactions.

Paylocity Holding Corp (PCTY) insider activity: Glenn Ryan, Chief Financial Officer, reported multiple equity awards and some share disposals in mid-August 2025. On August 15, 2025 he was granted 29,727 restricted stock units (RSUs) vesting over four years and 4,110 RSUs vesting over two years; 8,437 performance stock units (PSUs) vested in part with 50% vesting August 15, 2025 and the remainder subject to service-based vesting in 2026 and 2027. The filing also shows a target grant of 4,247 market stock units (MSUs) tied to total shareholder return performance across four performance periods beginning August 31, 2025. Separately, the report records dispositions: 3,255 shares sold at $171.64 and 364 shares sold at $171.96 on August 15 and August 18, 2025 respectively. Following transactions, Ryan beneficially owned 81,713 shares.

Paylocity Holding Corp (PCTY) insider activity: Toby J. Williams, President and CEO and a director, reported multiple equity awards and open-market sales in mid-August 2025. On August 15, 2025 he was granted 46,576 RSUs vesting quarterly over four years and 27,398 RSUs vesting quarterly over two years. He also received 42,332 PSUs with 50% vesting immediately and the remainder vesting in 2026 and 2027 subject to service. Additionally, a target 15,836 Market Stock Units (performance-based 0%-200%) was granted. The filing discloses sales under an approved 10b5-1 plan executed February 21, 2025: 8,000 shares sold across August 15-18 at weighted-average prices of about $171.64 and $172.04. Following these transactions, Mr. Williams beneficially owned 220,752 shares.

Paylocity Holding Corporation (PCTY) filed a Form 144 disclosing a proposed sale of 8,000 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $1,373,120.00 and an approximate sale date of 08/15/2025 on NASDAQ.

The filing shows the shares to be sold were originally acquired as restricted stock units and performance stock units in August 2022: 1,614 RSUs on 08/16/2022, 2,871 RSUs on 08/15/2022, and 3,515 PSUs on 08/15/2022. No securities were reported sold by the holder in the past three months. The filer affirms no undisclosed material adverse information and the sale will be executed via the named broker.

Paylocity Holding Corp. (PCTY) filed its FY-25 Form 10-K. The cloud-based HCM and payroll provider reported FY-25 revenue of $1.60 bn, up 14% YoY after 19% growth in FY-24 ($1.40 bn) and 26% in FY-23 ($1.17 bn). Ex-acquisition client count reached ≈41,650, each averaging 150 employees. Annual revenue retention stayed >92% for FY-23-25, underscoring sticky, subscription-like economics. Management cites a $22 bn realized TAM within 1.3 m U.S. businesses (10-5,000 employees).

The platform spans payroll, HR, time & labor, talent, benefits and new finance modules (AP automation, corporate cards, guided procurement). AI-driven analytics (Modern Workforce Index) and 700+ marketplace integrations deepen client lock-in. R&D spend rose to $282 m (18% of revenue) vs $254 m in FY-24, reflecting continued product expansion. Workforce stands at ~6,700 employees.

Cash-intensive payroll operations rely on banking partners and UPS logistics; the company highlights ACH, funds-in-transit and liquidity risk. Competition remains fierce (ADP, Paychex, Paycom, Dayforce). Management flags macro sensitivity, seasonality (strong Q3), cybersecurity threats, and regulatory complexity (GDPR, CCPA, HIPAA) as key risks.

Outlook: Strategy focuses on upselling broader suite, enlarging referral network (>25% of FY-25 new-client ARR), and sustained tech leadership to capture mid-market share.

Paylocity Holding Corp. (PCTY) filed an 8-K on 5 Aug 2025.

Item 2.02: The company furnished a press release with Q4-25 & FY25 results (Ex. 99.1). Actual revenue, EPS and guidance figures are not included in the filing; investors must reference the furnished release for details.

Item 8.01: The board boosted its share-repurchase authorization by $500 million, increasing the remaining capacity to roughly $700 million. Buybacks can occur via open-market trades, 10b5-1 plans, private deals or other methods and may be changed or terminated at any time.

No other material events, financial statements or exhibits were disclosed beyond routine signatures and cover-page data.

Form 4 Filing Details: Andrew Cappotelli, Senior Vice President Operations at Paylocity Holding Corp (PCTY), reported a sale of 1,717 shares of common stock at $176.74 per share on June 23, 2025.

Key Transaction Details:

• Transaction was executed under a pre-established 10b5-1 trading plan adopted on February 25, 2025
• Following the transaction, Cappotelli retains direct ownership of 11,953 shares
• The sale was reported within the required two-business-day filing deadline

This insider sale represents a planned transaction through an automated trading program designed to comply with SEC Rule 10b5-1, which helps executives avoid allegations of insider trading by establishing predetermined trading parameters.

Paylocity Holding Corporation (PCTY) has filed a Form 144 with the U.S. SEC to give notice of a modest planned insider sale.

The filing covers the potential disposition of up to 1,717 common shares, with an aggregate market value of roughly $303,531. The shares were originally received on 09/01/2024 as Restricted Stock Units issued by the company and will be sold through Morgan Stanley Smith Barney LLC. The broker plans to execute the transaction on or about 06/23/2025 on the NASDAQ exchange.

Based on the company’s stated 55,230,112 shares outstanding, the proposed sale represents approximately 0.003 percent of total shares, indicating a very small dilution impact. Under the “Securities Sold During the Past 3 Months” section, the insider—identified in that table as Andrew Cappotelli—previously sold 10 shares for $1,903 on 06/03/2025 under a Rule 10b5-1 trading plan. The Form 144 reiterates that the filer is unaware of any undisclosed material adverse information and confirms compliance with Rule 10b5-1 requirements.

Because the volume is immaterial relative to float and appears to follow an established trading plan, the filing is generally viewed as routine administrative disclosure rather than a signal of strategic change or financial pressure.