Skip to main content

Paylocity Holding Corp

For the period ended Mar 31, 2025. Filed May 2, 2025.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2025 · Filed May 2, 2025

PCTY$177.81+2.7%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits

ITEM 5. OTHER INFORMATION

During the three months ended March 31, 2025, the following directors and/or officers (as defined in Rule 16a-1(f))adopted a “Rule 10b5-1 trading arrangement,” as defined in Item 408(a) of Regulation S-K intending to satisfy the affirmative defense of Rule 10b5-1(c):

Name and TitleTotal Shares of Common Stock to be SoldDuration1Adoption DateExpiration Date
Andrew Cappotelli Senior Vice President OperationsUp to 5,427 2June 23, 2025 - September 5, 2025February 25, 2025September 5, 2025
Toby Williams President, Chief Executive Officer and Director16,000 3August 15, 2025 - March 13, 2026February 21, 2025March 13, 2026

1 The trading arrangement permits transactions through and including the earlier to occur of (a) the completion of all sales or (b) the expiration date listed in the table.

2 Includes shares subject to certain outstanding equity awards with time- and/or performance-based vesting conditions. For shares subject to performance-based vesting conditions, the number of shares included in the table above assumes the target achievement of the performance-based conditions. Additionally, for both time- and performance-based vesting awards, the actual number of shares that may be sold will be net of the number of shares withheld by the Company to satisfy tax withholding obligations arising from the vesting of such awards, which is not determinable at this time.

3 The number of shares to be sold is determined, in part, based on pricing triggers outlined in the adopting person's trading arrangement.

No directors or officers terminated a Rule 10b5-1 trading arrangement or entered into orterminated a “non-Rule 10b5-1 trading arrangement” as defined in Item 408(a) of Regulation S-K during the three months ended March 31, 2025.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.