Form 4 for CBZ CBIZ, Inc.
Accepted 2023-08-22 00:00:00 ET · period of report 2023-08-18 · accession 0001127602-23-023070 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-08-22 | 2023-08-18+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $19.45 | +21.8K | 32.8K | +200% | +$424.9K |
| DM | 2023-08-22 | 2023-08-18+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | F - Tax | $53.46 | -14.3K | 21.7K | -40% | -$762.5K |
| DM | 2023-08-22 | 2023-08-18+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $0.00 | -21.8K | 158.2K | -12% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-08-18 | M | A | 4,877 | $19.45 | 18,976.34 | D | — | — | |
| 2 | Common | Common Stock | 2023-08-18 | F | D | 3,182 | $53.53 | 15,794.34 | D | — | — | (F1) Weighted average sale price of price range between $53.42 and $53.725. Will provide upon request number of shares sold at each separate price. |
| 3 | Common | Common Stock | 2023-08-21 | F | D | 11,081 | $53.44 | 21,684.34 | D | — | — | (F2) Weighted average sale price of price range between between $53.2326 and $53.6. Will provide upon request number of shares sold at each separate price. |
| 4 | Common | Common Stock | 2023-08-21 | M | A | 16,971 | $19.45 | 32,765.34 | D | — | — | |
| 5 | Derivative | Employee Stock Option | 2023-08-18 | M | D | 4,877 | $0.00 | 175,123 | D | $19.45 · 2019-05-09 to 2024-05-09 | 4,877 Common Stock | (F3) Consists of Options granted 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. |
| 6 | Derivative | Employee Stock Option | 2023-08-21 | M | D | 16,971 | $0.00 | 158,152 | D | $19.45 · 2019-05-09 to 2024-05-09 | 16,971 Common Stock | (F3) Consists of Options granted 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. |