Key facts
- This page summarizes Steven R. Beauchamp's Form 4 filing for Paylocity Holding Corp (PCTY).
- 9 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 18 Aug 2026, 16:03.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Award
Award
Award
Sale
Sale
Sale
Sale
Sale
No transaction description listed
No transaction description listed
No transaction description listed
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Award
Additional SEC filing notes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Footnote 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 Amended and Restated 2023 Equity Incentive Plan.
Footnote F2
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 two years beginning on the date of grant at a rate of 12.5% vesting every three months. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan.
Footnote F3
Represents performance stock units (PSUs) awarded pursuant to the Issuer's Amended and Restated 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, 2026. The remaining PSUs will vest in two equal installments on August 15, 2027 and August 15, 2028, subject to continued service through each of the respective vesting dates. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan.
Footnote F4
The transaction indicated was conducted under an approved 10b5-1 Plan adopted by the reporting person on August 19, 2025 and amended on May 15, 2026.
Footnote F5
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $146.74 to $147.73, inclusive. The reporting person undertakes to provide to Paylocity Holding Corporation, any security holder of Paylocity Holding Corporation, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 5, 6, 7, 8 and 9 of this Form 4.
Footnote F6
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $147.83 to $148.83, inclusive.
Footnote F7
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $148.84 to $149.71, inclusive.
Footnote F8
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $150.24 to $151.13, inclusive.
Footnote F9
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $151.33 to $151.34, inclusive.
Footnote F10
Each market stock unit (MSU) represents the contingent right to receive one (1) share of Issuer common stock.
Footnote F11
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.
Footnote F12
The MSUs have four separate performance periods, which begin August 31, 2026 and end November 30, 2028, February 28, 2029, May 31, 2029 and August 31, 2029, 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.
Footnote F13
Market stock units do not expire; they either vest or are canceled prior to or upon the vesting date.