Paylocity Holdin SEC Filings

Paylocity Holding Corp (PCTY) insider Kenneth B. Robinson received a grant of 1,261 restricted stock units (RSUs) that convert one-for-one into common shares and carry no cash purchase price. The RSUs were granted with an effective transaction date of 08/15/2025 and will vest 25% quarterly, fully vesting on the first anniversary of the grant. After the grant, Mr. Robinson beneficially owns 5,338 shares of common stock. The award is subject to the Issuer's 2023 Equity Incentive Plan and was reported on Form 4 filed with a signature dated 08/19/2025.

Steven I. Sarowitz, a director and reported 10% owner of Paylocity Holding Corp (PCTY), received a grant of 1,261 restricted stock units (RSUs) on 08/15/2025. Each RSU converts to one share of common stock and was granted at no cash price, to be settled under the issuer's 2023 Equity Incentive Plan. The RSUs vest 25% quarterly and will be fully vested one year after grant. After this transaction Sarowitz directly beneficially owns 8,331,596 shares and indirectly owns 251,068 shares through a trust.

Nicholas Rost, VP, CAO & Treasurer of Paylocity Holding Corp (PCTY), reported changes in his beneficial ownership in mid-August 2025. On 08/15/2025 he was granted 4,110 restricted stock units (RSUs) that convert to one share each and vest over four years (6.25% every three months) under the Issuer's 2023 Equity Incentive Plan, increasing his reported beneficial ownership to 10,155 shares. The filing also shows dispositions: 200 shares sold at $171.64 (08/15/2025) and 69 shares sold at $171.96 (08/18/2025), leaving 9,886 shares after the final reported transaction. The form is signed by an attorney-in-fact.

Paylocity Holding Corp (PCTY) insider grant: Melissa Ann King, SVP Product and Technology, was granted 13,425 restricted stock units (RSUs) and a target of 1,918 market stock units (MSUs) on 08/15/2025. The RSUs will settle one share per RSU and vest over four years beginning on the grant date at a rate of 6.25% every three months. The MSUs are performance-based and may pay out between 0% and 200% of the target depending on total shareholder return goals, with four performance periods beginning August 31, 2025. Following the RSU grant reported, the filing shows 30,705 shares beneficially owned by the reporting person. The Form 4 was signed by an attorney-in-fact on 08/19/2025.

Steven R. Beauchamp, Executive Chairman and Director of Paylocity Holding Corp (PCTY), reported equity transactions dated August 15 and August 18, 2025. He was granted 7,822 restricted stock units (RSUs) and 5,741 performance stock units (PSUs) on August 15, 2025; 50% of the PSUs vested on that date with the remainder scheduled to vest on August 15, 2026 and August 15, 2027 subject to service. Market stock units (MSUs) with a target of 2,660 were also granted on August 15, 2025 and vest based on multi-period TSR performance metrics. Reported disposals include 2,904 shares sold at $171.64 on August 15, 2025 and 3,144 shares sold at $171.96 on August 18, 2025. Indirect holdings reported include 235,000 shares held by the IRIE Family Trust, 100,000 by the Steven Beauchamp 2025 GRAT, and 69,138 by Gotham Triple Advantage Strategy LP, with total direct beneficial ownership reported around 1.53 million shares after the transactions.

Paylocity Holding Corp (PCTY) reporting person Joshua Scutt, Senior Vice President Sales, reported multiple equity transactions between August 15 and August 18, 2025. On August 15, 2025 Scutt was granted 17,357 restricted stock units (RSUs) and 6,175 performance stock units (PSUs) that will each convert to one share upon vesting under the Issuer's 2023 Equity Incentive Plan. Also on August 15, 2025 Scutt received 2,480 market stock units (MSUs) subject to performance vesting (0%–200% payout potential) with four performance periods beginning August 31, 2025. Separate transactions show dispositions of 2,452 shares at $171.64 (08/15/2025) and 439 shares at $171.96 (08/18/2025). Following the reported activity, Scutt beneficially owned 55,507 shares directly and 118 shares indirectly (owned by father-in-law with spouse holding investment power by POA).

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.