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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition On March 25, 2026, Paychex, Inc. (the "Company") issued a press release (the "Press Release") reporting its financial results for the three and nine months ended February 28, 2026. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Secur…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Entry into a Material Definitive Agreement. Amendment to and Extension of the 2017 Credit Facility On January 23, 2026, Paychex of New York LLC, a Delaware limited liability company (“PoNY”) and Paychex, Inc., a Delaware corporation (the “Parent”) entered into an amendment (the “2017 Credit Facility Amendment”) to the $750.0 million, five-year, unsecured, revolving credit facility established in favor of PoNY as borrower on August 17, 2017 (as previously amended and extended from time to time…
Termination of a Material Definitive Agreement. In connection with the amendment and extension of the 2017 Credit Facility and the amendment to the 2019 Credit Facility, Paychex Advance, LLC, a New York limited liability company (“Paychex Advance”) and the Parent terminated, effective January 23, 2026, the three-year, $250 million, unsecured, revolving credit facility established in favor of Paychex Advance as borrower on February 6, 2020 ( as previously amended and extended from time to time…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On January 20, 2026, Paychex, Inc. (the "Company") announced that the Board of Directors (the "Board") has voted to expand to eleven members and has appointed J. Michael Hansen, to fill the newly created position as an independent director. Mr. Hansen will participate in the Company's compensation arrangement generally applicable to all of the Comp…
Other Events. On January 16, 2026, the Company announced that the Board approved a program to repurchase up to $1 billion of the Company's common stock. This authorization replaces the Company's existing 2024 authorization to repurchase $400 million of the Company's common stock. The Company's press release dated January 16, 2026, announcing the stock repurchase authorization and quarterly dividend is furnished as Exhibit 99.2 to this Current Report on Form 8-K.
Results of Operations and Financial Condition On December 19, 2025, Paychex, Inc. (the "Company") issued a press release (the "Press Release") reporting its financial results for the three and six months ended November 30, 2025. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Sec…
Results of Operations and Financial Condition On September 30, 2025, Paychex, Inc. (the "Company") issued a press release (the "Press Release") reporting its financial results for the three months ended August 31, 2025. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Securities E…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On July 8, 2025, Mark Bottini, Senior Vice President, Sales of Paychex, Inc. (the “Company”), notified the Company of his intention to retire from his current role with the Company, effective immediately. Mr. Bottini will serve as a special advisor to the Company through August 31, 2025 at his current salary to assist with a smooth transition of hi…
Results of Operations and Financial Condition On June 25, 2025, Paychex, Inc. (the "Company") issued a press release (the "Press Release") reporting its financial results for the three and twelve months ended May 31, 2025. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Securitie…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 15, 2025, B. Thomas Golisano notified the Board of Directors (the "Board") of Paychex, Inc. (the "Company") of his decision to step down from the Board, effective after the Company’s July, 2025 Board meeting. Mr. Golisano did not cite any disagreement on any matter relating to the Company's operations, policies or practices.
Completion of Acquisition or Disposition of Assets As previously disclosed, on January 7, 2025, Paychex, Inc., a Delaware corporation (“ Paychex ”), Skyline Merger Sub, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Paychex (“ Merger Sub ”), and Paycor HCM, Inc., a Delaware corporation (“ Paycor ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”). On April 14, 2025, upon the terms and subject to the conditions set forth in the Merger Agreement,…
Other Events. On April 10, 2025, Paychex, Inc. (the “Company”) completed an offering of $1,500,000,000 aggregate principal amount of its 5.100% senior notes due 2030 (the “2030 Notes”), $1,500,000,000 aggregate principal amount of its 5.350% senior notes due 2032 (the “2032 Notes”) and $1,200,000,000 aggregate principal amount of its 5.600% senior notes due 2035 (the “2035 Notes” and, together with the 2030 Notes and the 2032 Notes, the “Notes”), pursuant to an Underwriting Agreement (attache…
Results of Operations and Financial Condition On March 26, 2025, Paychex, Inc. issued a press release (the "Press Release") reporting its financial results for the three and nine months ended February 28, 2025. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Securiti…
Entry into a Material Definitive Agreement Merger Transaction On January 7, 2025, Paychex, Inc., a Delaware corporation (“ Paychex ”), Skyline Merger Sub, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Paychex (“ Merger Sub ”), and Paycor HCM, Inc., a Delaware corporation (“ Paycor ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”). Upon the terms and subject to the conditions set forth in the Merger Agreement, at the closing (the “ Closing ”)…
Results of Operations and Financial Condition On December 19, 2024, Paychex, Inc. issued a press release (the "Press Release") reporting its financial results for the three and six months ended November 30, 2024. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Securi…
Results of Operations and Financial Condition On October 01, 2024, Paychex, Inc. issued a press release (the "Press Release") reporting its financial results for the three months ended August 31, 2024. A copy of the Press Release is attached as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information provided pursuant to this Item 2.02, including Exhibit 99.1, is being "furnished" herewith and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchan…
Results of Operations and Financial Condition Paychex, Inc.’s press release dated June 26, 2024, which reports its financial results for the three and twelve months ended May 31, 2024, is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information furnished pursuant to Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabil…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 12, 2024, the Board of Directors (the "Board") of Paychex, Inc. (the “Company”) was notified by David J.S. Flaschen of his decision not to stand for re-election to the Board at the Company’s 2024 annual meeting of shareholders. Mr. Flaschen did not cite any disagreement on any matter relating to the Company’s operations, policies, or practi…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 16, 2024, Stephanie Schaeffer, Vice President, Chief Legal & Ethics Officer, and Secretary of Paychex, Inc. (the “Company”), notified the Board of Directors of the Company (the “Board”) of her intention to retire effective as of August 2, 2024. Ms. Schaeffer will serve in her current role until a successor is appointed and then shall serve a…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth above under
Entry into a Material Definitive Agreement. Amendment to 2019 Credit Facility On April 12, 2024, Paychex of New York LLC, a Delaware limited liability company (“PoNY”) and Paychex, Inc., a Delaware corporation (the “Parent”), entered into an amendment (the “2019 Credit Facility Amendment”) to the $1.0 billion, five-year, unsecured, revolving credit facility established on July 31, 2019 (the “2019 Credit Facility”), and last amended on September 17, 2021, in favor of PoNY as borrower by a synd…
Results of Operations and Financial Condition Paychex, Inc.’s press release dated April 02, 2024, which reports its financial results for the three and nine months ended February 29, 2024, is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information furnished pursuant to Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the li…
Other Events. On January 19, 2024, the Company announced that the Board approved a program to repurchase up to $400 million of Paychex common stock with authorization expiring on May 31, 2027. The Board voted to authorize the repurchase program on January 19, 2024. This repurchase program is in addition to the existing program with authorization expiring on January 31, 2024. Also on January 18, 2024, the Company announced a quarterly dividend of $0.89 per share payable February 27, 2024 to sh…
Results of Operations and Financial Condition Paychex, Inc.’s press release dated December 21, 2023, which reports its financial results for the three and six months ended November 30, 2023, is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”). The information furnished pursuant to Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the…
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