PAYX.NASDAQPaychex INC

Form 4: Paychex CFO Reports Equity Transactions Including RSU Vesting and Stock Sale

Sentiment:

Insider Trading Report


Paychex's Senior VP and CFO, Robert L. Schrader, reported the vesting of restricted stock units, a related tax withholding disposition, and a sale of common stock, alongside new stock option grants.

Summary

  • Robert L. Schrader, Senior VP and CFO of Paychex Inc. (PAYX), reported multiple equity transactions.
  • On July 15, 2025, 1,949 shares of common stock were disposed of at $140.68 per share to cover tax withholding obligations arising from the lapse of restrictions on restricted stock units.
  • On the same date, Schrader was awarded a total of 7,110 restricted stock units (2,946 + 1,498 + 2,666 shares) at a price of $0, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
  • Additionally, on July 15, 2025, 18,458 stock options were acquired with an exercise price of $140.68, which will become exercisable on July 15, 2026, and expire on July 14, 2035.
  • On July 16, 2025, Schrader sold 3,160 shares of common stock at $140.63 per share.
  • Following these transactions, Schrader directly beneficially owns 19,281 shares of common stock and indirectly owns 322 shares in a 401(k) plan.
  • Schrader also holds various other stock options, including 16,519 at $73.53, 9,102 at $112.67, 7,684 at $115.00, 8,846 at $120.86, 4,237 at $117.98, and 18,322 at $121.63.

Sentiment

Score: 6

Explanation: The sentiment is moderately positive. While there was a sale of common stock, it was offset by significant awards of restricted stock units and new stock options, indicating continued long-term incentive alignment for the CFO. The disposition for tax withholding is a routine event.

Positives

  • The award of 7,110 restricted stock units (RSUs) to the CFO indicates continued alignment of management incentives with shareholder interests.
  • The grant of 18,458 new stock options provides a long-term incentive for the CFO's performance and commitment to the company.

Negatives

  • The sale of 3,160 shares of common stock by the CFO on July 16, 2025, could be perceived as a reduction in direct ownership, although it is a relatively small portion of total holdings and awards.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: The transactions provide transparency into executive equity holdings and compensation, which can influence investor perception of management's alignment with shareholder interests. The sale of shares might be viewed with slight caution, while the RSU and option grants are generally positive for long-term alignment.

Key Dates

DateDescription
07/15/2021Date stock options with an exercise price of $73.53 became exercisable.
07/15/2022Date stock options with an exercise price of $112.67 became exercisable.
07/15/2023Date stock options with an exercise price of $115.00 became exercisable.
07/15/2024Date stock options with an exercise price of $120.86 became exercisable.
10/15/2024Date stock options with an exercise price of $117.98 became exercisable.
07/15/2025Date of disposition of shares for tax withholding, award of restricted stock units, and acquisition of new stock options.
07/16/2025Date of common stock sale.
07/17/2025Date the Form 4 was signed by the attorney-in-fact.
07/15/2026Date new stock options with an exercise price of $140.68 become exercisable.
07/14/2030Expiration date for stock options with an exercise price of $73.53.
07/14/2031Expiration date for stock options with an exercise price of $112.67.
07/14/2032Expiration date for stock options with an exercise price of $115.00.
07/14/2033Expiration date for stock options with an exercise price of $120.86 and $117.98.
07/14/2034Expiration date for stock options with an exercise price of $121.63.
07/14/2035Expiration date for new stock options with an exercise price of $140.68.

Keywords

Paychex, PAYX, SEC Form 4, Insider Trading, Robert L. Schrader, CFO, Equity Compensation, Restricted Stock Units, RSU, Stock Options, Stock Sale, Executive Compensation

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