Paylocity Holding Corp
For the period ended Sep 30, 2025. Filed Nov 5, 2025.
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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.
Sep 30, 2025 · Filed Nov 5, 2025
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ITEM 5. OTHER INFORMATION
During the three months ended September 30, 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 conditions of Rule 10b5-1(c):
| Name and Title | Total Shares of Common Stock to be Sold(1) | Duration(2) | Adoption Date | Expiration Date |
|---|---|---|---|---|
| Steven R. BeauchampExecutive Chairman | 225,000(3)(4) | January 15, 2026 - November 30, 2026 | August 19, 2025 | November 30, 2026 |
| Andrew Cappotelli Senior Vice President Operations | Up to 9,210 | November 26, 2025 - September 8, 2026 | August 27, 2025 | September 8, 2026 |
| Ryan Glenn Chief Financial Officer | Up to 19,225(4) | February 19, 2026 - November 20, 2026 | September 5, 2025 | November 20, 2026 |
| Joshua Scutt Senior Vice President Sales | Up to 18,433(4) | December 10, 2025 - August 21, 2026 | September 10, 2025 | August 21, 2026 |
(1) 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.
(2) 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.
(3) Mr. Beauchamp’s Rule 10b5-1 trading arrangement includes 165,000 shares held directly by Mr. Beauchamp and 60,000 shares to be sold by the IRIE Family Trust where Mr. Beauchamp's spouse is the trustee.
(4) The number of shares that will 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 September 30, 2025.
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