Form 4 for CBZ CBIZ, Inc.
Accepted 2024-02-13 00:00:00 ET · period of report 2024-02-09 · accession 0001127602-24-004872 · 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 | 2024-02-13 | 2024-02-11 | CBZ | SPURIO CHRIS | Pres, Financial Services | M - OptEx | — | +10.1K | 218.9K | +5% | — |
| DM | 2024-02-13 | 2024-02-09+ | CBZ | SPURIO CHRIS | Pres, Financial Services | F - Tax | $66.07 | -20.5K | 217.0K | -9% | -$1.36M |
| DM | 2024-02-13 | 2024-02-09 | CBZ | SPURIO CHRIS | Pres, Financial Services | A - Grant | $0.00 | +45.0K | 218.1K | +26% | $0 |
| DM | 2024-02-13 | 2024-02-11 | CBZ | SPURIO CHRIS | Pres, Financial Services | M - OptEx | — | -10.1K | 0 | -100% | — |
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 | 2024-02-11 | M | A | 5,941 | — | 217,430.95 | D | — | — | (F4) Restricted stock units convert into common stock on a one-for-one basis. |
| 2 | Common | Common Stock | 2024-02-11 | F | D | 2,665 | $66.07 | 214,765.95 | D | — | — | |
| 3 | Common | Common Stock | 2024-02-11 | M | A | 4,143 | — | 218,908.95 | D | — | — | (F4) Restricted stock units convert into common stock on a one-for-one basis. |
| 4 | Common | Common Stock | 2024-02-09 | A | A | 9,369 | $0.00 | 211,489.95 | D | — | — | |
| 5 | Common | Common Stock | 2024-02-09 | A | A | 35,644 | $0.00 | 218,108.95 | D | — | — | |
| 6 | Common | Common Stock | 2024-02-09 | F | D | 15,988 | $66.07 | 202,120.95 | D | — | — | |
| 7 | Common | Common Stock | 2024-02-11 | F | D | 1,859 | $66.07 | 217,049.95 | D | — | — | |
| 8 | Derivative | Restricted Stock Units | 2024-02-11 | M | D | 4,143 | — | 4,143 | D | — · — to — | 4,143 Common Stock | (F4) Restricted stock units convert into common stock on a one-for-one basis. (F7) On February 11, 2022, the reporting person was granted 12,430 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. |
| 9 | Derivative | Restricted Stock Units | 2024-02-11 | M | D | 5,941 | — | 0 | D | — · — to — | 5,941 Common Stock | (F4) Restricted stock units convert into common stock on a one-for-one basis. (F6) On February 11, 2021, the reporting person was granted 17,822 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. |