As of September 29, 2026, Paylocity Holding's top three insider holders are Steven I Sarowitz (Director, 4.45Mn shares), Steven R Beauchamp (Executive Chairman, 1.26Mn shares), Michael R Haske (Chief Operating Officer, 760.03K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Steven I Sarowitz | Director, TenPercentOwner | 4,448,395 | 0 | 4,448,395 | 60.9% | 01 Sep, 2026 |
| 2 | Steven R Beauchamp | Executive Chairman | 1,258,389 | 0 | 1,258,389 | 17.2% | 16 Sep, 2026 |
| 3 | Michael R Haske | Chief Operating Officer | 760,027 | 0 | 760,027 | 10.4% | 18 Aug, 2022 |
| 4 | Toby J. Williams | President And Ceo | 327,309 | 0 | 327,309 | 4.5% | 19 Aug, 2026 |
| 5 | Ryan Glenn | Chief Financial Officer | 122,563 | 0 | 122,563 | 1.7% | 20 Aug, 2026 |
| 6 | Joshua Scutt | Svp Chief Revenue Officer | 75,729 | 0 | 75,729 | 1.0% | 20 Aug, 2026 |
| 7 | Melissa Ann King | Svp Product And Technology | 61,299 | 0 | 61,299 | 0.8% | 19 Aug, 2026 |
| 8 | Andrew Cappotelli | Sr Vice President Operations | 44,202 | 0 | 44,202 | 0.6% | 09 Sep, 2026 |
| 9 | Mark S Kinsey | Sr Vice President Operations | 38,737 | 0 | 38,737 | 0.5% | 19 Aug, 2022 |
| 10 | Rachit Lohani | Senior Vice President | 37,748 | 0 | 37,748 | 0.5% | 26 Nov, 2024 |
| 11 | Andres Reiner | Director | 30,593 | 0 | 30,593 | 0.4% | 20 Aug, 2026 |
| 12 | Katherine Ross | Sr Vice President Operations | 15,353 | 0 | 15,353 | 0.2% | 07 Mar, 2024 |
| 13 | Ellen Carnahan | Director | 14,468 | 0 | 14,468 | 0.2% | 17 Aug, 2023 |
| 14 | Nicholas Rost | Vp Cao Treasurer | 13,823 | 0 | 13,823 | 0.2% | 20 Aug, 2026 |
| 15 | Virginia G Breen | Director | 12,501 | 0 | 12,501 | 0.2% | 18 Aug, 2026 |
| 16 | Ronald V Waters | Director | 11,640 | 0 | 11,640 | 0.2% | 18 Aug, 2026 |
| 17 | Robin Le Pederson | Director | 9,199 | 0 | 9,199 | 0.1% | 18 Aug, 2026 |
| 18 | Kenneth B. Robinson | Director | 6,745 | 0 | 6,745 | 0.1% | 31 Aug, 2026 |
| 19 | Linda M. Breard | Director | 5,733 | 0 | 5,733 | 0.1% | 18 Aug, 2026 |
| 20 | Bernard Robinson Kenneth | Director | 5,338 | 0 | 5,338 | 0.1% | 19 Aug, 2025 |
| 21 | Craig Conway | Director | 2,207 | 0 | 2,207 | 0.0% | 31 Aug, 2026 |
| 22 | Jeffrey T Diehl | Director | 1,003 | 439 | 1,442 | 0.0% | 29 Nov, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 04 Sep, 2026 | Andrew Cappotelli | Sr Vice President Operations | Disposed S | 69 | $152.37 | $10.51K | 44,202 | Direct |
| 01 Sep, 2026 | Andrew Cappotelli | Sr Vice President Operations | Disposed F | 58 | $160.22 | $9.29K | 44,271 | Direct |
| 28 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 1,210 | $158.12 | $191.33K | 4,452,285 | Direct |
| 28 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 3,885 | $158.69 | $616.51K | 4,448,400 | Direct |
| 28 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 5 | $159.36 | $797 | 4,448,395 | Direct |
| 27 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 825 | $155.53 | $128.31K | 4,472,129 | Direct |
| 27 Aug, 2026 | Kenneth B. Robinson | Director | Disposed S | 800 | $158.41 | $126.73K | 6,745 | Direct |
| 27 Aug, 2026 | Craig Conway | Director | Disposed S | 3,145 | $156.80 | $493.14K | 2,207 | Direct |
| 27 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 1,981 | $156.57 | $310.17K | 4,470,148 | Direct |
| 27 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 6,688 | $157.64 | $1.05Mn | 4,463,460 | Direct |
| 27 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 9,965 | $158.31 | $1.58Mn | 4,453,495 | Direct |
| 24 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 441 | $155.00 | $68.36K | 4,472,954 | Direct |
| 20 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 1,399 | $150.63 | $210.73K | 4,478,656 | Direct |
| 20 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 635 | $151.44 | $96.16K | 4,478,021 | Direct |
| 20 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 2,513 | $152.81 | $384.01K | 4,475,508 | Direct |
| 20 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 2,092 | $153.42 | $320.95K | 4,473,416 | Direct |
| 20 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 21 | $154.13 | $3.24K | 4,473,395 | Direct |
| 18 Aug, 2026 | Nicholas Rost | Vp Cao Treasurer | Disposed S | 520 | $148.03 | $76.98K | 13,823 | Direct |
| 14 Aug, 2026 | Andres Reiner | Director | Acquired A | 2,207 | $0.00 | $0 | 30,593 | Direct |
| 19 Aug, 2026 | Steven I Sarowitz | Director, TenPercentOwner | Disposed S | 8,531 | $150.20 | $1.28Mn | 4,480,063 | Direct |