Form 4 for CBZ CBIZ, Inc.
Accepted 2023-08-24 00:00:00 ET · period of report 2023-08-22 · accession 0001127602-23-023179 · 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 | 2023-08-24 | 2023-08-22+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $19.45 | +65.4K | 56.9K | New | +$1.27M |
| DM | 2023-08-24 | 2023-08-22+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | F - Tax | $53.84 | -42.6K | 44.5K | -49% | -$2.29M |
| DM | 2023-08-24 | 2023-08-22+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $0.00 | -65.4K | 92.8K | -41% | $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 | 2023-08-23 | M | A | 30,134 | $19.45 | 64,096.34 | D | — | — | |
| 2 | Common | Common Stock | 2023-08-22 | F | D | 22,980 | $53.73 | 33,962.34 | D | — | — | (F1) Weighted average sale price of price range between $53.53 and $53.97. Will provide upon request number of shares sold at each separate price. |
| 3 | Common | Common Stock | 2023-08-22 | M | A | 35,258 | $19.45 | 56,942.34 | D | — | — | |
| 4 | Common | Common Stock | 2023-08-23 | F | D | 19,615 | $53.96 | 44,481.34 | D | — | — | (F2) Weighted average sale price of price range between $53.52 and $54.38. Will provide upon request number of shares sold at each separate price. |
| 5 | Derivative | Employee Stock Option | 2023-08-22 | M | D | 35,258 | $0.00 | 122,894 | D | $19.45 · 2019-05-09 to 2024-05-09 | 35,258 Common Stock | (F3) Consists of Options granted on 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. |
| 6 | Derivative | Employee Stock Option | 2023-08-23 | M | D | 30,134 | $0.00 | 92,760 | D | $19.45 · 2019-05-09 to 2024-05-09 | 30,134 Common Stock | (F3) Consists of Options granted on 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. |