Welcome to our dedicated page for PAYCHEX SEC filings (Ticker: PAYX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Paychex, Inc. filings document formal disclosures for its human capital management business, including quarterly operating results furnished on Form 8-K, credit facility amendments, capital-return authorizations, and governance changes involving directors and senior officers.
The company's proxy materials and annual-meeting reports address board elections, executive compensation votes, auditor ratification, committee matters, and stockholder voting outcomes. Its filings also describe common-stock repurchase authority, revolving credit facilities, covenant changes, and formal reporting for payroll, HCM, HR Solutions, PEO, ASO, benefits, retirement, and insurance services.
Paychex, Inc. disclosed a planned change to its Board of Directors. On July 16, 2026, director Kara Wilson notified the Board that she will not stand for re-election at the company’s 2026 annual meeting of stockholders. Her current term will continue until that meeting.
In connection with her departure, the Board determined to reduce its size from 11 to 10 directors, effective immediately upon the expiration of Ms. Wilson’s term at the 2026 annual meeting. The company states that Ms. Wilson’s decision did not result from any disagreement regarding operations, policies, or practices.
Paychex Inc chairman and director Martin Mucci reported a bona fide gift of 9,309 shares of common stock on 2026-07-17, valued at $113.9819 per share, to The Mucci Family Foundation. After this gift, he directly holds 434,891.3318 common shares plus multiple outstanding stock option awards.
Paychex Inc. director Joseph Doody reported an internal reallocation of holdings on 2026-07-20. He transferred 164 directly held common shares to the Joseph G. Doody Revocable Living Trust, leaving 725 shares in his direct ownership and 23,922 shares held indirectly through that trust. The transfer was recorded at $0.00 per share, indicating no open-market trade.
Doody also reports indirect ownership of 1,000 Paychex shares held by the Margaret Weiss Doody Revocable Living Trust. In addition, he holds several stock options over Paychex common stock, with exercise prices between $73.53 and $140.68 and expiration dates extending from 2029 to 2035.
Paychex Sr. VP and CFO Robert L. Schrader reported selling 2,600 shares of Paychex common stock on July 20, 2026 at $115.09 per share, leaving him with 18,547 directly held shares. He also reports multiple outstanding employee stock options on Paychex common stock with exercise prices including $73.53, $112.67, $115.00, $120.86, $117.98, $121.63 and $140.68, expiring between 2030 and 2036, plus 339 shares held indirectly via a 401(k) plan.
A holder of PAYX common stock filed a notice to potentially sell 9,309 shares through Merrill Lynch, Pierce, Fenner & Smith Incorporated, with an aggregate market value of $1,061,057.32. The shares relate to earlier gift acquisitions dated in 2014 and 2015, and the approximate sale date is stated as mid-July 2026 on Nasdaq.
Paychex, Inc., a human capital management company, reports that as of May 31, 2026 it served approximately 840,000 customers across the U.S. and parts of Europe, including about 800,000 payroll clients, through its SurePayroll, Paychex Flex, and Paycor SaaS platforms. On April 14, 2025 it acquired Paycor HCM, Inc. to expand its upmarket presence and AI-driven HCM suite. Over 60% of revenue is derived from solutions other than payroll processing, reflecting a broad mix of HR, benefits, retirement, and insurance services.
The company highlights its WISE workforce intelligence engine, which as of May 31, 2026 powered approximately 600 AI features and agents drawing on more than 26 trillion data points. HR outsourcing is substantial: HR Outsourcing Solutions support about 2.6 million worksite employees, while retirement solutions serve over 130,000 customers with $66 billion of retirement assets. Payroll client retention for fiscal 2026 was in the range of 82% to 83% of the beginning client base.
Paychex describes extensive cybersecurity and compliance programs aligned with the NIST Cybersecurity Framework and supported by around 250 compliance experts. As of May 31, 2026 it employed approximately 17,600 people. Capital returns included repurchasing 5.6 million shares in fiscal 2026 for $611.0 million at an average price of $108.81, with $675.6 million remaining authorized for future repurchases, alongside a long history of quarterly dividends. As of November 28, 2025, non-affiliate shares had an aggregate market value of $35,959,981,648, and 355,682,860 common shares were outstanding as of June 30, 2026.
Paychex Inc President and CEO John B. Gibson reported equity changes on 2026-07-15. He received 14318 restricted stock units, subject to vesting, and a stock option for 96971 shares at $110.0000. 14083 shares were disposed of at $110.0000 to satisfy tax withholding obligations, leaving 67048 common shares held directly, plus multiple outstanding stock option grants.
Paychex Chief Product Officer Ryan Norman Bergstrom reported equity compensation changes on July 15, 2026. He was awarded restricted stock units covering 3,409 shares, subject to vesting, under the Amended and Restated 2002 Stock Incentive Plan and a stock option for 23,088 shares with an exercise price of $110.00 expiring July 14, 2036. To satisfy tax withholding from RSU vesting, 303 shares were withheld at $110.00. After these transactions he directly owns 44,688 shares of Paychex common stock and holds options over 14,767 shares at an exercise price of $140.68 expiring July 14, 2035, in addition to the new grant.
Paychex VP and Chief HR Officer Mason Argiropoulos reported new equity awards. On July 15, 2026, he was granted 2,182 restricted stock units for common stock and 14,777 stock options with a $110 exercise price. To satisfy tax withholding from vesting restricted stock units, 386 shares were withheld, leaving 3,037 common shares held directly, alongside employee stock purchase plan and stock option positions.