Form 4: Paychex SVP Sells Shares for Tax Obligations
Insider Transaction Report
Elizabeth Roaldsen, Senior Vice President at Paychex Inc., disposed of 41 shares of common stock to cover tax withholding obligations.
Summary
- Elizabeth Roaldsen, Senior Vice President of Paychex Inc. (PAYX), reported a transaction on October 15, 2025.
- She disposed of 41 shares of common stock at a price of $127.52 per share.
- The disposition was made to satisfy tax withholding obligations arising from the lapse of restrictions applicable to restricted stock units.
- Following this transaction, Roaldsen directly beneficially owns 9,794 shares of common stock.
- She also holds various stock options, including 12,164 options exercisable from July 15, 2024, at $120.86; 2,119 options exercisable from October 15, 2024, at $117.98; 14,291 options exercisable from July 15, 2025, at $121.63; and 11,518 options exercisable from July 15, 2026, at $140.68.
Sentiment
Score: 5
Explanation: The transaction is a routine, non-discretionary disposition of shares for tax withholding purposes, which is neutral in terms of market sentiment.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- The disposition of a small number of shares for tax purposes by a Senior Vice President has a negligible direct impact on shareholders, employees, customers, suppliers, or creditors.
Key Dates
| Date | Description |
|---|---|
| 07/15/2024 | Date exercisable for 12,164 stock options at $120.86. |
| 10/15/2024 | Date exercisable for 2,119 stock options at $117.98. |
| 07/15/2025 | Date exercisable for 14,291 stock options at $121.63. |
| 10/15/2025 | Date of common stock disposition for tax withholding. |
| 10/17/2025 | Signature date of the reporting person's attorney-in-fact. |
| 07/15/2026 | Date exercisable for 11,518 stock options at $140.68. |
| 07/14/2033 | Expiration date for 12,164 stock options at $120.86. |
| 10/14/2033 | Expiration date for 2,119 stock options at $117.98. |
| 07/14/2034 | Expiration date for 14,291 stock options at $121.63. |
| 07/14/2035 | Expiration date for 11,518 stock options at $140.68. |
Recommendation
holdThe reported transaction is a routine disposition of shares by a Senior Vice President to cover tax withholding obligations related to restricted stock units. This is a non-discretionary event and does not reflect a change in investment sentiment or a strategic move by the insider. Therefore, it provides no new information that would warrant a change in investment recommendation, suggesting a 'hold' position based solely on this filing.
Keywords
Paychex, PAYX, Insider Trading, Form 4, Stock Disposition, Tax Withholding, Restricted Stock Units, Elizabeth Roaldsen, Senior Vice President
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