Form 4 for CBZ CBIZ, Inc.
Accepted 2023-09-07 00:00:00 ET · period of report 2023-09-05 · accession 0001127602-23-023855 · 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 | 2023-09-07 | 2023-09-05+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $19.45 | +89.3K | 107.6K | +488% | +$1.74M |
| DM | 2023-09-07 | 2023-09-05+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | F - Tax | $53.84 | -58.1K | 60.0K | -49% | -$3.13M |
| DM | 2023-09-07 | 2023-09-05+ | CBZ | GRISKO JEROME P | CEO, Pres, Dir | M - OptEx | $0.00 | -89.3K | 48.3K | -65% | $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 | 2023-09-05 | M | A | 41,736 | $19.45 | 87,177.34 | D | — | — | |
| 2 | Common | Common Stock | 2023-09-06 | F | D | 31,000 | $53.60 | 76,568.34 | D | — | — | (F2) Weighted average sale price of price range between $53.02 and $53.92. Will provide upon request number of shares sold at each separate price. |
| 3 | Common | Common Stock | 2023-09-06 | M | A | 47,532 | $19.45 | 107,568.34 | D | — | — | |
| 4 | Common | Common Stock | 2023-09-05 | F | D | 27,141 | $54.12 | 60,036.34 | D | — | — | (F1) Weighted average sale price of price range between $53.625 and $55.035. Will provide upon request number of shares sold at each separate price. |
| 5 | Derivative | Employee Stock Option | 2023-09-06 | M | D | 47,532 | $0.00 | 732 | D | $19.45 · 2019-05-09 to 2024-05-09 | 47,532 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 | 2023-09-05 | M | D | 41,736 | $0.00 | 48,264 | D | $19.45 · 2019-05-09 to 2024-05-09 | 41,736 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. |