Paylocity Holding Corp
For the period ended Jun 30, 2025. Filed Aug 6, 2025.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed Aug 6, 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 exhibitsContents
Item 16. Form 10-K Summary
None.
EXHIBIT INDEX
| ExhibitNumber · Incorporated by Reference | |||||
|---|---|---|---|---|---|
| Exhibit Description · Form · File No. · Exhibit · Filing Date | |||||
| 3.1 | Third Amended and Restated Certificate of Incorporation of the Registrant. | 8-K | 001-36348 | 3.1 | December 4, 2023 |
| 3.2 | Third Amended and Restated By-Laws of the Registrant. | 8-K | 001-36348 | 3.2 | December 4, 2023 |
| 4.1 | Amended and Restated Investor Rights Agreement, dated June 29, 2012. | S-1 | 333-193661 | 4.1 | January 30, 2014 |
| 4.2 | Description of Securities. | 10-K | 001-36348 | 4.2 | August 2, 2024 |
| 10.1 | Form of Indemnification Agreement for directors and officers. | S-1 | 333-193661 | 10.2 | January 30, 2014 |
| 10.2† | 2014 Equity Incentive Plan and forms of agreement thereunder. | S-1/A | 333-193661 | 10.4 | February 14, 2014 |
| 10.2.1† | Form of Market Stock Units Notice of Grant and Award Agreement under the 2014 Equity Incentive Plan. | 8-K | 001-36348 | 10.1 | August 18, 2020 |
| 10.2.2† | Form of Executive Restricted Stock Unit Notice of Grant and Award Agreement under 2014 Equity Incentive Plan. | 10-Q | 001-36348 | 10.5 | May 6, 2022 |
| 10.3† | 2023 Equity Incentive Plan. | 8-K | 001-36348 | 10.1 | December 4, 2023 |
| 10.3.1† | Form of U.S. Executive Restricted Stock Unit Notice of Grant and Award Agreement under 2023 Equity Incentive Plan. | 8-K | 001-36348 | 10.2 | December 4, 2023 |
| 10.3.2† | Form of Market Stock Unit Notice of Grant and Award Agreement under 2023 Equity Incentive Plan. | 8-K | 001-36348 | 10.3 | December 4, 2023 |
| 10.3.3† | Form of Restricted Stock Unit Notice of Grant and Award Agreement (For California Participants Executive and Board) under 2023 Equity Incentive Plan. | 10-Q | 001-36348 | 10.1 | October 31, 2024 |
| 10.3.4† | Form of Performance Stock Unit Notice of Grant and Award Agreement under 2023 Equity Incentive Plan. | 10-Q | 001-36348 | 10.2 | October 31, 2024 |
| 10.3.5† | Form of Performance Stock Unit Notice of Grant and Award Agreement (California) under 2023 Equity Incentive Plan. | 10-Q | 001-36348 | 10.3 | October 31, 2024 |
| 10.3.6† | Form of Market Stock Unit Notice of Grant and Award Agreement under 2023 Equity Incentive Plan. | 10-Q | 001-36348 | 10.4 | October 31, 2024 |
| 10.3.7† | Form of Market Stock Unit Notice of Grant and Award Agreement (California) under 2023 Equity Incentive Plan. | 10-Q | 001-36348 | 10.5 | October 31, 2024 |
| 10.4† | 2014 Employee Stock Purchase Plan. | S-1/A | 333-193661 | 10.9 | February 14, 2014 |
| 10.5† | Second Amendment to Executive Employment Agreement between Paylocity Corporation and Steven R. Beauchamp, dated August 5, 2024. | 10-Q | 001-36348 | 10.7 | October 31, 2024 |
| ExhibitNumber · Incorporated by Reference | |||||
|---|---|---|---|---|---|
| Exhibit Description · Form · File No. · Exhibit · Filing Date | |||||
| 10.6† | Amendment to Executive Employment Agreement between Paylocity Corporation and Toby J. Williams, dated August 5, 2024. | 10-Q | 001-36348 | 10.6 | October 31, 2024 |
| 10.7† | Amended and Restated Executive Employment Agreement between Paylocity Corporation and Ryan Glenn, dated March 11, 2022. | 8-K | 001-36348 | 10.2 | March 14, 2022 |
| 10.8† | Executive Employment Agreement between Paylocity Corporation and Joshua Scutt, dated August 16, 2021. | 10-K | 001-36348 | 10.15 | August 4, 2023 |
| 10.9† | Executive Employment Agreement between Paylocity Corporation and Andrew Cappotelli, dated May 13, 2024. | 10-K | 001-36348 | 10.10 | August 2, 2024 |
| 10.10†* | Executive Employment Agreement between Paylocity Corporation and Melissa King, dated December 16, 2024. | ||||
| 10.11 | Multi-Tenant Office Lease Agreement, dated June 1, 2016, by and between Paylocity Corporation and RPAI Schaumburg American Lane, L.L.C. | 8-K | 001-36348 | 10.1 | June 2, 2016 |
| 10.12 | Amendments to Multi-Tenant Office Lease Agreement dated June 1, 2016 by and between Paylocity Corporation and RPAI Schaumburg American Lane, L.L.C. and Landmark Schaumburg Towers LP. | 10-Q | 001-36348 | 10.4 | February 9, 2024 |
| 10.13 | Credit Agreement by and among Paylocity Holding Corporation, the Guarantor party thereto, the Lenders party thereto, PNC Bank, National Association, as Administrative Agent, and PNC Capital Markets, LLC, as sole lead arranger and sole bookrunner, dated July 17, 2019. | 8-K | 001-36348 | 10.1 | July 17, 2019 |
| 10.14 | First Amendment to Credit Agreement and Security Agreement, dated as of August 19, 2022, by and among Paylocity Holding Corporation, the Guarantor party thereto, the Lenders party thereto, PNC Bank, National Association, as Administrative Agent, and PNC Capital Markets, LLC and JPMorgan Chase Bank, N.A., as joint lead arrangers and joint bookrunners. | 8-K | 001-36348 | 10.1 | August 22, 2022 |
| 10.15 | Second Amendment to Credit Agreement, dated as of October 1, 2024, by and among Paylocity Holding Corporation, the Guarantor party thereto, the Lenders party thereto, and PNC Bank, National Association, as Administrative Agent. | 8-K | 001-36348 | 2.1 | February 7, 2025 |
| 10.16 | Agreement and Plan of Merger, dated August 29, 2024, by and among Paylocity Corporation, Project Alpine Merger Sub, Inc. Airbase Inc and Shareholder Representative Services LLC. | 8-K | 001-36348 | 2.1 | September 4, 2024 |
| ExhibitNumber · Incorporated by Reference | |||||
|---|---|---|---|---|---|
| Exhibit Description · Form · File No. · Exhibit · Filing Date | |||||
| 19.1 | Paylocity Holding Corporation Insider Trading Policy. | 10-K | 001-36348 | 19.1 | August 2, 2024 |
| 21.1* | List of Subsidiaries of the Registrant. | ||||
| 23.1* | Consent of KPMG LLP, Independent Registered Public Accounting Firm. | ||||
| 31.1* | Certification of Chief Executive Officer Required Under Rule 13a-14(a) and 15d-14(a) of the Securities Exchange Act of 1934, as amended. | ||||
| 31.2* | Certification of Chief Financial Officer Required Under Rule 13a-14(a) and 15d-14(a) of the Securities Exchange Act of 1934, as amended. | ||||
| 32.1** | Certification of Chief Executive Officer Required Under Rule 13a-14(a) and 15d-14(a) of the Securities Exchange Act of 1934, as amended, and 18 U.S.C. §1350 as adopted pursuant to Section 906 of The Sarbanes-Oxley Act of 2002. | ||||
| 32.2** | Certification of Chief Financial Officer Required Under Rule 13a-14(a) and 15d-14(a) of the Securities Exchange Act of 1934, as amended, and 18 U.S.C. §1350 as adopted pursuant to Section 906 of The Sarbanes-Oxley Act of 2002. | ||||
| 97.1 | Paylocity Holding Corporation Policy for Recovery of Erroneously Awarded Incentive Compensation. | 10-K | 001-36348 | 97.1 | August 2, 2024 |
| 101.INS* | Inline XBRL Instance Document (the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document). | ||||
| 101.SCH* | Inline XBRL Taxonomy Extension Schema. | ||||
| 101.CAL* | Inline XBRL Taxonomy Extension Calculation Linkbase. | ||||
| 101.LAB* | Inline XBRL Taxonomy Extension Label Linkbase. | ||||
| 101.PRE* | Inline XBRL Taxonomy Extension Presentation Linkbase. | ||||
| 101.DEF* | Inline XBRL Taxonomy Extension Definition Linkbase. | ||||
| ExhibitNumber | Incorporated by Reference | ||||||
|---|---|---|---|---|---|---|---|
| Exhibit Description | Form | File No. | Exhibit | Filing Date | |||
| 104* | Cover Page Interactive Data File (Formatted as Inline XBRL and contained in Exhibit 101). | ||||||
† Management contract, compensatory plan or arrangement.
- Filed herewith.
** Furnished herewith.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.