PCTY SEC Filing News — Paylocity Holding Corporation

Latest SEC filings for Paylocity Holding Corporation (PCTY) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-02.

Paylocity Holding Corporation provides cloud-based human capital management, finance, and IT software solutions in the United States. The company offers payroll solutions comprising payroll and tax services, global payroll, on-demand payment, garnishments, and elevate payroll; human resources (HR) solutions consisting of human resources, employee self-service, workflows and documents, HR compliance dashboard, and elevate HR and HR edge; time and labor solutions, including time and attendance, sc…
Sector: Technology Industry: Software - Application Market Cap: $9.2B
12
Total Filings
0
Bullish Classifications
6
Bearish Classifications
8
Insider Transactions
1
Material Events (8-K)
0
Periodic Reports
Rule-based classifications for PCTY currently lean bearish. Of the 12 filing records displayed, 6 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
PCTY Filing Activity Snapshot 2026-08-27 — 2026-10-02
Insider Transactions (Form 4)
0 buys vs 6 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$3.07M
Sarowitz Steven I (Director, 10% Owner) · 2026-08-31
19,459 shares · Form 4
Form 144 Notices
3
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 8 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 8 filings in this group are Form 4s for Paylocity Holding Corporation.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 8 insider filings shown, the breakdown is 6 open-market sale and 2 tax withholding. 6 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×6
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Tax withholding ×2
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Form 4 Tax withholding Tax / Compensation Filing 2026-10-02

PCTY insider Form 4 filed for equity award, exercise, or tax withholding

King Melissa Ann (SVP Product and Technology) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 489 $142.57 $69.7K
Filing: Form 4 (Insider Transaction) Insider: King Melissa Ann (SVP Product and Technology) Shares: 489
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-16

PCTY insider Beauchamp Steven R (Director, Executive Chairman) sold 15,000 shares (~$2.21M)

Beauchamp Steven R, listed as Director, Executive Chairman at Paylocity Holding Corp, reported an open-market sale of 15,000 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,641 $145.96 $239.5K
S Open-market sale 8,460 $147.01 $1.24M
S Open-market sale 4,799 $147.86 $709.6K
S Open-market sale 100 $148.56 $14.9K
Filing: Form 4 (Insider Transaction) Insider: Beauchamp Steven R (Director, Executive Chairman) Shares: 15,000 Est. Value: $2.21M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-09

PCTY insider Cappotelli Andrew (Sr Vice President Operations) sold 69 shares (~$10.5K)

Cappotelli Andrew, listed as Sr Vice President Operations at Paylocity Holding Corp, reported an open-market sale of 69 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 69 $152.37 $10.5K
Filing: Form 4 (Insider Transaction) Insider: Cappotelli Andrew (Sr Vice President Operations) Shares: 69 Est. Value: $10.5K
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-02

PCTY insider Form 4 filed for equity award, exercise, or tax withholding

Cappotelli Andrew (Sr Vice President Operations) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 58 $160.22 $9.3K
Filing: Form 4 (Insider Transaction) Insider: Cappotelli Andrew (Sr Vice President Operations) Shares: 58
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-01

PCTY insider Sarowitz Steven I (Director, 10% Owner) sold 5,100 shares (~$808.6K)

Sarowitz Steven I, listed as Director, 10% Owner at Paylocity Holding Corp, reported an open-market sale of 5,100 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,210 $158.12 $191.3K
S Open-market sale 3,885 $158.69 $616.5K
S Open-market sale 5 $159.36 $796.80
Filing: Form 4 (Insider Transaction) Insider: Sarowitz Steven I (Director, 10% Owner) Shares: 5,100 Est. Value: $808.6K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-31

PCTY insider Conway Craig (Director) sold 3,145 shares (~$493.1K)

Conway Craig, listed as Director at Paylocity Holding Corp, reported an open-market sale of 3,145 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 3,145 $156.80 $493.1K
Filing: Form 4 (Insider Transaction) Insider: Conway Craig (Director) Shares: 3,145 Est. Value: $493.1K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-31

PCTY insider Robinson Kenneth B. (Director) sold 800 shares (~$126.7K)

Robinson Kenneth B., listed as Director at Paylocity Holding Corp, reported an open-market sale of 800 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 800 $158.41 $126.7K
Filing: Form 4 (Insider Transaction) Insider: Robinson Kenneth B. (Director) Shares: 800 Est. Value: $126.7K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-31

PCTY insider Sarowitz Steven I (Director, 10% Owner) sold 19,459 shares (~$3.07M)

Sarowitz Steven I, listed as Director, 10% Owner at Paylocity Holding Corp, reported an open-market sale of 19,459 PCTY shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 825 $155.53 $128.3K
S Open-market sale 1,981 $156.57 $310.2K
S Open-market sale 6,688 $157.64 $1.05M
S Open-market sale 9,965 $158.31 $1.58M
Filing: Form 4 (Insider Transaction) Insider: Sarowitz Steven I (Director, 10% Owner) Shares: 19,459 Est. Value: $3.07M
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 3 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Paylocity Holding Corporation has 3 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-04

PCTY Form 144 filed for proposed insider sale by ANDREW CAPPOTELLI (69 shares) ~$10.7K

ANDREW CAPPOTELLI filed a Form 144 with the SEC indicating intent to sell PCTY (Paylocity Holding Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ANDREW CAPPOTELLI Shares: 69 Est. Value: $10.7K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-27

PCTY Form 144 filed for proposed insider sale by KENNETH B. ROBINSON (800 shares) ~$126.7K

KENNETH B. ROBINSON filed a Form 144 with the SEC indicating intent to sell PCTY (Paylocity Holding Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: KENNETH B. ROBINSON Shares: 800 Est. Value: $126.7K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-27

PCTY Form 144 filed for proposed insider sale by CRAIG CONWAY (3,145 shares) ~$493.1K

CRAIG CONWAY filed a Form 144 with the SEC indicating intent to sell PCTY (Paylocity Holding Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: CRAIG CONWAY Shares: 3,145 Est. Value: $493.1K
View on SEC EDGAR → Open Filing Document →
Material Events 1 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There is 1 in this period for Paylocity Holding Corporation. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-17

PCTY filed 8-K — material company event

Paylocity Holding Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →

How we classify Paylocity Holding Corporation's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on PCTY. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — PCTY SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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