Beta98% was sold under disclosed trading plans, 2% with no plan disclosed. The largest seller, Steven Sarowitz (Director), sold $15.3M.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why
A share of stake is shown for 0 of the 9 officers and directors who sold. 16 are left out Disclosed company stock is not an insider's whole wealth.i
Left out: Steven Sarowitz, Steven Beauchamp, Toby Williams, Ryan Glenn, Joshua Scutt, Melissa King, Andres Reiner, Andrew Cappotelli, Virginia Breen, Ronald Waters, Nicholas Rost, Robin Pederson, Bernard Kenneth, Linda Breard, Craig Conway and Kenneth Robinson (share of stake is being verified).
Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.
Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
| Who | Shares | Price | % of total stake | Total stake after | Trade date | Filed |
|---|---|---|---|---|---|---|
| Melissa King SVP Product and Technology | 489 | $142.57 | n/a | n/a | Oct 1, 2026 | Oct 2, 2026 |
"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.
Steven Beauchamp and Steven Sarowitz reported no open-market sales in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.
Yes. Toby Williams sold 20K shares ($2.6M) in the past 12 months, all of it under a trading plan disclosed in the filings.
Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 98% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 2% had no disclosed plan. A trading plan schedules sales in advance.
No. Officers and directors reported no purchases in the past 12 months.
| Who sold | Amount | % of holdings | Trading plan |
|---|---|---|---|
| Steven Sarowitz Director | $15.3M 100K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Steven Beauchamp Executive Chairman, Director | $4.4M 30K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Toby Williams President and CEO, Director | $2.6M 20K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Ryan Glenn Chief Financial Officer | $1.2M 9.4K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Joshua Scutt SVP Chief Revenue Officer | $1.2M 8.9K shares | Not confirmedshare of stake is being verified. Why | 99% under a disclosed plan 1% no plan disclosed |
| Andrew Cappotelli Sr Vice President Operations | $760K 5.6K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Craig Conway Director | $493K 3.1K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Nicholas Rost VP CAO & Treasurer | $256K 2K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Kenneth Robinson Director | $127K 800 shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
Sold by a charitable foundation the insider reports: IRIE Family Foundation, IRIE Foundation, reported by Steven Beauchamp; Julian Grace Foundation, reported by Steven Sarowitz. A foundation's shares are not the insider's own stake, so they are left out of the figures above.
Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.
| Insider | Held Oct 16, 2025 | Sold | Held Oct 16, 2026 | Still held |
|---|---|---|---|---|
Steven Sarowitz!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Steven Sarowitz are complete. Director | n/a | −100K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Steven SarowitzHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Steven Sarowitz are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Steven Beauchamp!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Steven Beauchamp are complete. Executive Chairman, Director | n/a | −30K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Steven BeauchampHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Steven Beauchamp are complete; balances and unit counts will be added when the check is finished. −16Kgifted (net of own trusts) −9.7Kwithheld by the company for taxes | ||||
Toby Williams!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Toby Williams are complete. President and CEO, Director | n/a | −20K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Toby WilliamsHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Toby Williams are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −41Kwithheld by the company for taxes | ||||
Ryan Glenn!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Ryan Glenn are complete. Chief Financial Officer | n/a | −9.4K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Ryan GlennHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Ryan Glenn are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −14Kwithheld by the company for taxes | ||||
Joshua Scutt!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Joshua Scutt are complete. SVP Chief Revenue Officer | n/a | −8.9K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Joshua ScuttHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Joshua Scutt are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −9.2Kwithheld by the company for taxes | ||||
Melissa King!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Melissa King are complete. SVP Product and Technology | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Melissa KingHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Melissa King are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −4.1Kwithheld by the company for taxes | ||||
Andres Reiner!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Andres Reiner are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Andres ReinerHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Andres Reiner are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Andrew Cappotelli!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Andrew Cappotelli are complete. Sr Vice President Operations | n/a | −5.6K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Andrew CappotelliHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Andrew Cappotelli are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −4.5Kwithheld by the company for taxes | ||||
Virginia Breen!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Virginia Breen are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Virginia BreenHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Virginia Breen are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Ronald Waters!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Ronald Waters are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Ronald WatersHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Ronald Waters are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Nicholas Rost!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Nicholas Rost are complete. VP CAO & Treasurer | n/a | −2K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Nicholas RostHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Nicholas Rost are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −1.3Kwithheld by the company for taxes | ||||
Robin Pederson!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Robin Pederson are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Robin PedersonHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Robin Pederson are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Bernard Kenneth!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Bernard Kenneth are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Bernard KennethHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bernard Kenneth are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Linda Breard!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Linda Breard are complete. Director | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Linda BreardHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Linda Breard are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Craig Conway!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Craig Conway are complete. Director | n/a | −3.1K | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Craig ConwayHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Craig Conway are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Kenneth Robinson!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Kenneth Robinson are complete. Director | n/a | −800 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Kenneth RobinsonHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kenneth Robinson are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||
Holdings and share of stake for Paylocity Holding Corp are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.
Officer and director open-market sales: $26.4M across 179,837 shares. Plan status and stated purpose are separate questions, and a sale can have both.
The lighter segment is sales with no plan disclosed in the filing ($637K), including tax-related sales outside a plan.
Sales with no 10b5-1 plan and no tax reference in the filing. $493K of it is Craig Conway. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Craig Conway, Aug 27, 2026
83,282 shares ($11.1M) were withheld by the company for taxes, which isn't a market sale.
Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.
| Seller | Shares sold | Proceeds | Under a disclosed plan | Share of total | Sales dates |
|---|---|---|---|---|---|
| Steven Sarowitz Director | 100K | $15.3M | 100% | 58% | Aug 6, 2026 to Aug 28, 2026 |
| Steven Beauchamp Executive Chairman, Director | 30K | $4.4M | 100% | 17% | Aug 14, 2026 to Sep 15, 2026 |
| Toby Williams President and CEO, Director | 20K | $2.6M | 100% | 10% | Feb 13, 2026 to Aug 14, 2026 |
| Ryan Glenn Chief Financial Officer | 9.4K | $1.2M | 100% | 5% | Nov 19, 2025 to Aug 19, 2026 |
| Joshua Scutt SVP Chief Revenue Officer | 8.9K | $1.2M | 99% | 4% | Feb 19, 2026 to Aug 19, 2026 |
| Andrew Cappotelli Sr Vice President Operations | 5.6K | $760K | 100% | 3% | Nov 26, 2025 to Sep 4, 2026 |
| Craig Conway Director | 3.1K | $493K | 0% | 2% | Aug 27, 2026 to Aug 27, 2026 |
| Nicholas Rost VP CAO & Treasurer | 2K | $256K | 100% | 1.0% | Nov 19, 2025 to Aug 18, 2026 |
| Kenneth Robinson Director | 800 | $127K | 0% | 0.5% | Aug 27, 2026 to Aug 27, 2026 |
| Month | Sale proceeds | Disclosed plan | To cover taxes | No plan disclosed |
|---|---|---|---|---|
| Oct 2025 | $0 | $0 | $0 | $0 |
| Nov 2025 | $447K | $447K | $0 | $0 |
| Dec 2025 | $10K | $10K | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 | $0 |
| Feb 2026 | $1.8M | $1.8M | $0 | $0 |
| Mar 2026 | $8K | $8K | $0 | $0 |
| Apr 2026 | $0 | $0 | $0 | $0 |
| May 2026 | $163K | $163K | $0 | $0 |
| Jun 2026 | $130K | $130K | $0 | $0 |
| Jul 2026 | $0 | $0 | $0 | $0 |
| Aug 2026 | $21.6M | $21.0M | $0 | $637K |
| Sep 2026 | $2.2M | $2.2M | $0 | $0 |
| Oct 2026 | $0 | $0 | $0 | $0 |
Less than usual: about one-sixth of the 5-year average. 9 insiders sold; the average is 10 a year.
| 12 months ending | Shares sold | Insiders who sold | Proceeds |
|---|---|---|---|
| Oct 16, 2026 Latest 12 months | 180K | 9 | $26.4M |
| Oct 16, 2025 1 year earlier | 1.26M | 11 | $255M |
| Oct 16, 2024 2 years earlier | 407K | 11 | $65.5M |
| Oct 17, 2023 3 years earlier | 1.02M | 8 | $199M |
| Oct 17, 2022 4 years earlier | 1.03M | 8 | $230M |
| Oct 17, 2021 5 years earlier | 1.79M | 11 | $369M |
Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.
Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Paylocity Holding Corp are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.
External context: we only cite outside events when a documented connection exists. None is shown for this period.
All 942 Forms 3, 4 and 5 on record for Paylocity Holding Corp (SEC CIK 1591698), filed from Mar 18, 2014 to Oct 2, 2026; 86 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.
Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.
Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".
Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.