Steven R. Beauchamp - Aug 15, 2025 Form 4 Insider Report for Paylocity Holding Corp (PCTY)

Signature
/s/ Kris Kang, attorney-in-fact to Steven R. Beauchamp
Stock symbol
PCTY
Transactions as of
Aug 15, 2025
Transactions value $
-$1,039,085
Form type
4
Date filed
8/19/2025, 04:03 PM
Previous filing
May 19, 2025
Next filing
Sep 10, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Beauchamp Steven R Executive Chairman, Director C/O 1400 AMERICAN LANE, SCHAUMBURG /s/ Kris Kang, attorney-in-fact to Steven R. Beauchamp 2025-08-19 0001314830

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PCTY Common Stock, par value $0.001 Award $0 +7.82K +0.51% $0.00 1.53M Aug 15, 2025 Direct F1
transaction PCTY Common Stock, par value $0.001 Award $0 +5.74K +0.38% $0.00 1.54M Aug 15, 2025 Direct F2
transaction PCTY Common Stock, par value $0.001 Tax liability -$498K -2.9K -0.19% $171.64 1.53M Aug 15, 2025 Direct
transaction PCTY Common Stock, par value $0.001 Tax liability -$541K -3.14K -0.21% $171.96 1.53M Aug 18, 2025 Direct
holding PCTY Common Stock, par value $0.001 235K Aug 15, 2025 by IRIE Family Trust
holding PCTY Common Stock, par value $0.001 100K Aug 15, 2025 by Steven Beauchamp 2025 GRAT
holding PCTY Common Stock, par value $0.001 69.1K Aug 15, 2025 by Gotham Triple Advantage Strategy LP

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction PCTY Market Stock Units Award $0 +2.66K $0.00 2.66K Aug 15, 2025 Common Stock, par value $0.001 2.66K $0.00 Direct F3, F4, F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest over four years beginning on the date of grant at a rate of 6.25% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan.
F2 Represents performance stock units (PSUs) awarded pursuant to the Issuer's 2023 Equity Incentive Plan for which performance criteria have been satisfied that will entitle the Reporting Person to receive one share of the Issuer's common stock per PSU upon vesting. 50% of the PSUs vest on August 15, 2025. The remaining PSUs will vest in two equal installments on August 15, 2026 and August 15, 2027, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan
F3 Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock.
F4 Reflects the grant of a target number MSUs subject to the award as presented in the table. The number of MSUs that ultimately vest may be 0%-200% of this number, depending upon the achievement by the Issuer of certain total shareholder return objectives.
F5 The MSUs have four separate performance periods, which begin August 31, 2025 and end November 30, 2027, February 29, 2028, May 31, 2028 and August 31, 2028, respectively. Twenty five percent (25%) of the total award may be earned after the end of each performance period and, to the extent earned, will vest quarterly.
F6 Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date.