Ownership & Insider Lab

Look up a company to review current SEC-traceable insider positions, exact reporting-owner relationships across other published companies, a dated chronology of the published ownership evidence, and recent supported insider transactions where transaction history is separately available.

Paylocity Holding Corp (PCTY)

Nasdaq · SEC CIK 0001591698

Stock research Valuation Lab Dividend Lab

$910.46MCovered current disclosed holdings

9Covered reporting owners

9Covered direct positions

9Source ownership filings

This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Sep 16, 2026 · values through Sep 25, 2026.

SEC ownership filings

Covered reporting owners

Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.

Filter owners

9 shown

Holder	Role	Position	Current value	Latest filing
Steven I. Sarowitz Research disclosed relationships	Director · 10% owner	4,448,395 sharesCommon Stock, par value $0.001 per share	$637.63M	Sep 1, 2026
Steven R. Beauchamp Research disclosed relationships	Executive Chairman · Director	1,258,389 sharesCommon Stock, par value $0.001 per share	$180.38M	Sep 16, 2026
Toby J. Williams Research disclosed relationships	President and CEO · Director	327,309 sharesCommon Stock, par value $0.001 per share	$46.92M	Aug 19, 2026
Ryan Glenn Research disclosed relationships	Chief Financial Officer	122,563 sharesCommon Stock, par value $0.001 per share	$17.57M	Aug 20, 2026
Joshua Scutt Research disclosed relationships	SVP Chief Revenue Officer	75,729 sharesCommon Stock, par value $0.001 per share	$10.85M	Aug 20, 2026
Melissa Ann King Research disclosed relationships	SVP Product and Technology	61,299 sharesCommon Stock, par value $0.001 per share	$8.79M	Aug 19, 2026
Andrew Cappotelli Research disclosed relationships	Sr Vice President Operations	44,202 sharesCommon Stock, par value $0.001 per share	$6.34M	Sep 9, 2026
Ronald Waters V Research disclosed relationships	Director	11,640 sharesCommon Stock, par value $0.001 per share	$1.67M	Aug 18, 2026
Craig Conway Research disclosed relationships	Director	2,207 sharesCommon Stock, par value $0.001 per share	$316.35K	Aug 31, 2026

Reporting-owner research graph

These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.

Andrew Cappotelli

SEC reporting-owner CIK 0001742758 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Sr Vice President Operations	44,202 sharesCommon Stock, par value $0.001 per share	$6.34M	Sep 9, 2026	Open in lab SEC issuer filings

Craig Conway

SEC reporting-owner CIK 0001340922 · 2 published company relationships

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Director	2,207 sharesCommon Stock, par value $0.001 per share	$316.35K	Aug 31, 2026	Open in lab SEC issuer filings
Salesforce, Inc. (CRM)NYSE	Director	5,437 sharesCommon Stock, par value $0.001 per share	$1.27M	Sep 4, 2026	Open in lab SEC issuer filings

Joshua Scutt

SEC reporting-owner CIK 0001955160 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	SVP Chief Revenue Officer	75,729 sharesCommon Stock, par value $0.001 per share	$10.85M	Aug 20, 2026	Open in lab SEC issuer filings

Melissa Ann King

SEC reporting-owner CIK 0002046429 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	SVP Product and Technology	61,299 sharesCommon Stock, par value $0.001 per share	$8.79M	Aug 19, 2026	Open in lab SEC issuer filings

Ronald Waters V

SEC reporting-owner CIK 0001163222 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Director	11,640 sharesCommon Stock, par value $0.001 per share	$1.67M	Aug 18, 2026	Open in lab SEC issuer filings

Ryan Glenn

SEC reporting-owner CIK 0001910963 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Chief Financial Officer	122,563 sharesCommon Stock, par value $0.001 per share	$17.57M	Aug 20, 2026	Open in lab SEC issuer filings

Steven I. Sarowitz

SEC reporting-owner CIK 0001597870 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Director · 10% owner	4,448,395 sharesCommon Stock, par value $0.001 per share	$637.63M	Sep 1, 2026	Open in lab SEC issuer filings

Steven R. Beauchamp

SEC reporting-owner CIK 0001314830 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Executive Chairman · Director	1,258,389 sharesCommon Stock, par value $0.001 per share	$180.38M	Sep 16, 2026	Open in lab SEC issuer filings

Toby J. Williams

SEC reporting-owner CIK 0001716436 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	President and CEO · Director	327,309 sharesCommon Stock, par value $0.001 per share	$46.92M	Aug 19, 2026	Open in lab SEC issuer filings

This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.

SEC transaction evidence ledger

Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.

Action

12 shown

Effective date	Holder	Action	Security	Units	Reported price	Reported position after transaction	Current covered position	Filing
Sep 15, 2026Transaction date	Steven R. Beauchamp Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	100 shares	$148.56	1,258,389 shares	1,258,389 sharesOwner coverage latest filing Sep 16, 2026	4Filed Sep 16, 2026
Sep 15, 2026Transaction date	Steven R. Beauchamp Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	4,799 shares	$147.86	1,258,489 shares	1,258,389 sharesOwner coverage latest filing Sep 16, 2026	4Filed Sep 16, 2026
Sep 15, 2026Transaction date	Steven R. Beauchamp Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	8,460 shares	$147.01	1,263,288 shares	1,258,389 sharesOwner coverage latest filing Sep 16, 2026	4Filed Sep 16, 2026
Sep 15, 2026Transaction date	Steven R. Beauchamp Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	1,641 shares	$145.96	1,271,748 shares	1,258,389 sharesOwner coverage latest filing Sep 16, 2026	4Filed Sep 16, 2026
Sep 4, 2026Transaction date	Andrew Cappotelli Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	69 shares	$152.37	44,202 shares	44,202 sharesOwner coverage latest filing Sep 9, 2026	4Filed Sep 9, 2026
Sep 1, 2026Transaction date	Andrew Cappotelli Research disclosed relationships	DispositionSEC code F	Common Stock, par value $0.001 per share	58 shares	$160.22	44,271 shares	44,202 sharesOwner coverage latest filing Sep 9, 2026	4Filed Sep 2, 2026
Aug 28, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	5 shares	$159.36	4,448,395 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Sep 1, 2026
Aug 28, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	3,885 shares	$158.69	4,448,400 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Sep 1, 2026
Aug 28, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	1,210 shares	$158.12	4,452,285 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Sep 1, 2026
Aug 27, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	9,965 shares	$158.31	4,453,495 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Aug 31, 2026
Aug 27, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	6,688 shares	$157.64	4,463,460 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Aug 31, 2026
Aug 27, 2026Transaction date	Steven I. Sarowitz Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.001 per share	1,981 shares	$156.57	4,470,148 shares	4,448,395 sharesOwner coverage latest filing Sep 1, 2026	4Filed Aug 31, 2026

A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.

Published 12 of 50 source candidates under the current reviewed security-resolution rules.

Covered securities

Security	Instrument family	Covered positions	Covered value
Common Stock, par value $0.001 per share	ordinary-share	9	$910.46M

Coverage and interpretation

Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.

Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.

Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.

Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.

Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.

Published ownership evidence chronology

This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.

The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.

Andrew Cappotelli

SEC reporting-owner CIK 0001742758 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 9, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotSr Vice President OperationsValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 44,202 sharesCurrent covered company value: $6.34M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 9, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Sep 4, 2026 · transaction dateReported units 69 shares · reported price 152.37	Common Stock, par value $0.001 per shareReported position after transaction: 44,202 shares	4 filing0001742758-26-000010
Sep 2, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	DispositionSEC code FEffective Sep 1, 2026 · transaction dateReported units 58 shares · reported price 160.22	Common Stock, par value $0.001 per shareReported position after transaction: 44,271 shares	4 filing0001742758-26-000008

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 2 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Craig Conway

SEC reporting-owner CIK 0001340922 · 2 published relationship companies

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 4, 2026Latest represented filing date	Salesforce, Inc. (CRM)NYSE	Current covered snapshotDirectorValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 5,437 sharesCurrent covered company value: $1.27M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 4, 2026Filed date	Salesforce, Inc. (CRM)NYSE	SaleSEC code SEffective Sep 4, 2026 · transaction dateReported units 1,418 shares · reported price 260.4958	Common Stock, par value $0.001 per shareReported position after transaction: 8,519 shares	4 filing0001108524-26-000199
Sep 4, 2026Filed date	Salesforce, Inc. (CRM)NYSE	SaleSEC code SEffective Sep 4, 2026 · transaction dateReported units 3,082 shares · reported price 260.6629	Common Stock, par value $0.001 per shareReported position after transaction: 5,437 shares	4 filing0001108524-26-000199
Aug 31, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotDirectorValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 2,207 sharesCurrent covered company value: $316.35K	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Aug 24, 2026Filed date	Salesforce, Inc. (CRM)NYSE	AcquisitionSEC code MEffective Aug 22, 2026 · transaction dateReported units 441 shares · reported price 0	Common Stock, par value $0.001 per shareReported position after transaction: 9,937 shares	4 filing0001108524-26-000166

Company-level recent transaction history is published for 2 of 2 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology. 2 relationship companies are at the current public transaction-row limit; that does not prove additional rows exist.

Joshua Scutt

SEC reporting-owner CIK 0001955160 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 20, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotSVP Chief Revenue OfficerValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 75,729 sharesCurrent covered company value: $10.85M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Melissa Ann King

SEC reporting-owner CIK 0002046429 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 19, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotSVP Product and TechnologyValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 61,299 sharesCurrent covered company value: $8.79M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Ronald Waters V

SEC reporting-owner CIK 0001163222 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 18, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotDirectorValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 11,640 sharesCurrent covered company value: $1.67M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Ryan Glenn

SEC reporting-owner CIK 0001910963 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 20, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotChief Financial OfficerValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 122,563 sharesCurrent covered company value: $17.57M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Steven I. Sarowitz

SEC reporting-owner CIK 0001597870 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 1, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotDirector · 10% ownerValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 4,448,395 sharesCurrent covered company value: $637.63M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 1, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 28, 2026 · transaction dateReported units 1,210 shares · reported price 158.12	Common Stock, par value $0.001 per shareReported position after transaction: 4,452,285 shares	4 filing0001597870-26-000013
Sep 1, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 28, 2026 · transaction dateReported units 3,885 shares · reported price 158.69	Common Stock, par value $0.001 per shareReported position after transaction: 4,448,400 shares	4 filing0001597870-26-000013
Sep 1, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 28, 2026 · transaction dateReported units 5 shares · reported price 159.36	Common Stock, par value $0.001 per shareReported position after transaction: 4,448,395 shares	4 filing0001597870-26-000013
Aug 31, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 27, 2026 · transaction dateReported units 1,981 shares · reported price 156.57	Common Stock, par value $0.001 per shareReported position after transaction: 4,470,148 shares	4 filing0001597870-26-000011
Aug 31, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 27, 2026 · transaction dateReported units 6,688 shares · reported price 157.64	Common Stock, par value $0.001 per shareReported position after transaction: 4,463,460 shares	4 filing0001597870-26-000011
Aug 31, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Aug 27, 2026 · transaction dateReported units 9,965 shares · reported price 158.31	Common Stock, par value $0.001 per shareReported position after transaction: 4,453,495 shares	4 filing0001597870-26-000011

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 6 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Steven R. Beauchamp

SEC reporting-owner CIK 0001314830 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 16, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotExecutive Chairman · DirectorValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 1,258,389 sharesCurrent covered company value: $180.38M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 16, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Sep 15, 2026 · transaction dateReported units 1,641 shares · reported price 145.96	Common Stock, par value $0.001 per shareReported position after transaction: 1,271,748 shares	4 filing0001314830-26-000002
Sep 16, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Sep 15, 2026 · transaction dateReported units 8,460 shares · reported price 147.01	Common Stock, par value $0.001 per shareReported position after transaction: 1,263,288 shares	4 filing0001314830-26-000002
Sep 16, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Sep 15, 2026 · transaction dateReported units 4,799 shares · reported price 147.86	Common Stock, par value $0.001 per shareReported position after transaction: 1,258,489 shares	4 filing0001314830-26-000002
Sep 16, 2026Filed date	Paylocity Holding Corp (PCTY)Nasdaq	SaleSEC code SEffective Sep 15, 2026 · transaction dateReported units 100 shares · reported price 148.56	Common Stock, par value $0.001 per shareReported position after transaction: 1,258,389 shares	4 filing0001314830-26-000002

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 4 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Toby J. Williams

SEC reporting-owner CIK 0001716436 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 19, 2026Latest represented filing date	Paylocity Holding Corp (PCTY)Nasdaq	Current covered snapshotPresident and CEO · DirectorValuation observation Sep 25, 2026	Common Stock, par value $0.001 per share: 327,309 sharesCurrent covered company value: $46.92M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Continue this ownership research

These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.

Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.

Company	Reporting-owner context	Published evidence	Continue research
Paylocity Holding Corp (PCTY)Nasdaq · Current company	Andrew CappotelliSEC CIK 00017427583 chronology observationsCraig ConwaySEC CIK 00013409221 chronology observationJoshua ScuttSEC CIK 00019551601 chronology observationMelissa Ann KingSEC CIK 00020464291 chronology observationRonald Waters VSEC CIK 00011632221 chronology observationRyan GlennSEC CIK 00019109631 chronology observationSteven I. SarowitzSEC CIK 00015978707 chronology observationsSteven R. BeauchampSEC CIK 00013148305 chronology observationsToby J. WilliamsSEC CIK 00017164361 chronology observation	21Published chronology observationsLatest represented evidence Sep 16, 2026	Ownership lab My Stocks Research updates
Salesforce, Inc. (CRM)NYSE	Craig ConwaySEC CIK 00013409224 chronology observations	4Published chronology observationsLatest represented evidence Sep 4, 2026	Ownership lab My Stocks Research updates

These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.