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Insider Information:   Diehl Jeffrey T
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   66,484    

Indirect Shares

  831,759      
Direct Value   $6,454,132    

Indirect Value

  $56,699,236      
Total Shares   898,243      
Total Value   $63,153,368      


Paylocity Holding Corp
 $3,919,263 Q2 Holdings, Inc.
 $2,534,869 Paylocity Holding Corp
 $3,919,263 Q2 Holdings, Inc.
 $2,534,869
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    58    

     Stock price went up :

    0   
    31    
     Stock price went down :
    0   
    27    
   
     Gain/Loss Ratio :
   0.0   
   1.1   
     Percentage Gain/Loss :
     0.0%
 911.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Paylocity Holding Corp PCTY Director 2024-03-14 25,822 2024-03-14 54,197    Premium*  
            Q2 Holdings, Inc. QTWO Director 2023-05-31 40,662 2023-05-31 777,562    Premium*  
* Premium Members only  

Records found :    118         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PCTY Paylocity Holding Corp Director   –       •      –    2023-09-12 4 S $195.06 $24,383 I/I (125) 65,767 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-11 4 S $167.64 $3,376,450 I/I (20,032) 63,449 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-12 4 S $169.28 $394,592 I/I (2,331) 59,982 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-12 4 S $166.53 $4,649,079 I/I (27,637) 60,251 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-13 4 S $171.64 $302,086 I/I (1,760) 56,920 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-13 4 S $168.55 $4,194,579 I/I (24,702) 57,124 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-14 4 S $168.82 $101,292 I/I (600) 54,197 0 %
PCTY Paylocity Holding Corp Director   –       •      –    2024-03-14 4 S $166.26 $3,830,905 I/I (22,938) 54,266 0 %
QTWO Q2 Holdings, Inc. Director   –       •       •   2014-03-19 3 IO $0.00 $0 I/I 0 963,621 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2014-03-25 4 A $0.00 $0 I/I 8,788,437 9,752,058 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2015-03-04 4 S $19.75 $34,815,478 I/I (1,762,809) 7,989,249 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2015-09-30 4 S $25.50 $29,776,376 I/I (1,167,701) 6,821,548 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2015-10-15 4 S $25.50 $7,387,019 I/I (289,687) 6,531,861 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-03-14 4 A $0.00 $0 I/I 17,624 6,549,485 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-06-09 4/A A $0.00 $0 D/D 899 899 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-06-09 4 A $0.00 $0 D/D 1,799 1,799 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-08-24 4 A $0.00 $0 I/I 23,443 6,572,928 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-08-26 4 S $28.29 $48,093,000 I/I (1,700,000) 4,872,928 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-11-09 4 A $0.00 $0 I/I 15,036 4,881,714 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-11-29 4 S $30.30 $15,150,000 I/I (500,000) 4,381,714 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2016-12-12 4 S $31.00 $7,750,000 I/I (250,000) 4,131,714 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2017-02-27 4 A $0.00 $0 I/I 14,853 4,146,567 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2017-03-01 4 S $35.02 $9,388,862 I/I (268,100) 3,878,467 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2017-03-17 4 S $35.00 $4,375,000 I/I (125,000) 3,428,467 0 -
QTWO Q2 Holdings, Inc. Director   –       •       •   2017-05-24 4 A $0.00 $0 I/I 14,808 3,443,275 0 -

  118  Records found
  1   2   3   4  5      
  Page 4 of 5  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed