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NYSE · USD

CBZ

CBIZ, Inc.

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4243
SEC CIK
0000944148
Parsed reports
403

Last 12 months

Inside the activity.

3 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202501
Jan 202600
Feb 202600
Mar 202621
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 12, 2021 Filed Jul 14, 2021 21:26 UTC SaleCommon Stock 2,100 $32.00 $67,191.60
Disclosure

SEC source: 0001127602-21-021934 · form4.xml · nonDerivative · entry 1

WILEY BENAREE PRATT · CIK 0001180622 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 52,771

F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2021, and which runs through December 1, 2021.

F2 · price: Weighted average sale price of price range between $31.90 and $32.21. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:12 UTC SaleCommon Stock 16,012 $33.09 $529,873.91
Disclosure

SEC source: 0001127602-21-018244 · form4.xml · nonDerivative · entry 1

GERARD STEVEN L · CIK 0001007190 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,376.44

F1 · price: Weighted average sale price of price range between $32.87 and $33.58. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 24, 2021 Filed May 25, 2021 20:22 UTC SaleCommon Stock 15,523 $33.70 $523,126.65
Disclosure

SEC source: 0001127602-21-017990 · form4.xml · nonDerivative · entry 2

GERARD STEVEN L · CIK 0001007190 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,388.44

F2 · price: Weighted average sale price of price range between $33.39 and $33.79. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 21, 2021 Filed May 25, 2021 20:22 UTC SaleCommon Stock 14,368 $33.77 $485,241.84
Disclosure

SEC source: 0001127602-21-017990 · form4.xml · nonDerivative · entry 1

GERARD STEVEN L · CIK 0001007190 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315,911.44

F1 · price: Weighted average sale price of price range between $33.70 and $33.87. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 17, 2021 Filed May 19, 2021 20:11 UTC SaleCommon Stock 5,933 $34.48 $204,556.19
Disclosure

SEC source: 0001127602-21-017376 · form4.xml · nonDerivative · entry 1

DIMARTINO JOSEPH S · CIK 0001251101 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,617

F1 · price: Weighted average sale price of price range between $34.15 and $34.70. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:31 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016910 · form4.xml · nonDerivative · entry 1

DeGroote Michael H · CIK 0001380166 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,979

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:19 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016897 · form4.xml · nonDerivative · entry 1

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,804

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:16 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016891 · form4.xml · nonDerivative · entry 1

DIMARTINO JOSEPH S · CIK 0001251101 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,550

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:12 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016885 · form4.xml · nonDerivative · entry 1

France Gina D · CIK 0001299626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,699

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:10 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016881 · form4.xml · nonDerivative · entry 1

HUDSON SHERRILL W · CIK 0001208993 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,979

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:06 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016878 · form4.xml · nonDerivative · entry 1

SHERMAN A HAAG · CIK 0001283832 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,738

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:04 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016876 · form4.xml · nonDerivative · entry 1

SLOTKIN TODD J · CIK 0001184025 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,342

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:02 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016874 · form4.xml · nonDerivative · entry 1

WILEY BENAREE PRATT · CIK 0001180622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,099

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 12, 2021 Filed May 14, 2021 21:01 UTC GrantCommon Stock 3,738 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-016872 · form4.xml · nonDerivative · entry 1

GERARD STEVEN L · CIK 0001007190 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 330,279.44

F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Read SEC document
May 06, 2021 Filed May 7, 2021 20:47 UTC Exercise / conversionEmployee Stock Option · Derivative 9,252 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · derivative · entry 6

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 9,252 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
May 06, 2021 Filed May 7, 2021 20:47 UTC SaleCommon Stock 9,252 $34.35 $317,783.07
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · nonDerivative · entry 4

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,076

F2 · price: Weighted average sale price of price range between $34.30 and $34.40. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 06, 2021 Filed May 7, 2021 20:47 UTC Exercise / conversionCommon Stock 9,252 $10.35 $95,758.20
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · nonDerivative · entry 3

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,328

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:50 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 5,097 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-015757 · form4.xml · derivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,728

Underlying: Common Stock · 5,097 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:50 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 5,097 $33.86 $172,576.77
Disclosure

SEC source: 0001127602-21-015757 · form4.xml · nonDerivative · entry 2

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,184

F2 · price: Weighted average sale price of price range between $33.63 and $34.12. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:50 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 5,097 $10.35 $52,753.95
Disclosure

SEC source: 0001127602-21-015757 · form4.xml · nonDerivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289,281

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
May 05, 2021 Filed May 7, 2021 20:47 UTC Exercise / conversionEmployee Stock Option · Derivative 5,748 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · derivative · entry 5

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,252

Underlying: Common Stock · 5,748 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
May 05, 2021 Filed May 7, 2021 20:47 UTC SaleCommon Stock 5,748 $34.32 $197,292.05
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · nonDerivative · entry 2

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,076

F1 · price: Weighted average sale price of price range between $34.30 and $34.43. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 05, 2021 Filed May 7, 2021 20:47 UTC Exercise / conversionCommon Stock 5,748 $10.35 $59,491.80
Disclosure

SEC source: 0001127602-21-015895 · form4.xml · nonDerivative · entry 1

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,824

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 05, 2021 Filed May 7, 2021 20:45 UTC SaleCommon Stock 2,000 $34.16 $68,313.80
Disclosure

SEC source: 0001127602-21-015891 · form4.xml · nonDerivative · entry 1

SLOTKIN TODD J · CIK 0001184025 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,604

F1 · price: Weighted average sale price of price range between $34.15 and $34.17. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 5,097 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-22-009101 · form4a.xml · derivative · entry 6

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,097 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 5,097 $33.86 $172,576.77
Disclosure

SEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 4

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,456

F3 · price: Weighted average sale price of price range between $33.63 and $34.12. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 5,097 $10.35 $52,753.95
Disclosure

SEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,553

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
May 04, 2021 Filed Mar 14, 2022 20:09 UTC Amendment
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 24,728 $34.19 $845,363.77
Disclosure

SEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 2

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,456

F2 · price: Weighted average sale price of price range between $33.83 and $34.29. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 03, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 31,931 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · derivative · entry 6

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,825

Underlying: Common Stock · 31,931 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 03, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 31,931 $34.12 $1,089,578.32
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 4

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,184

F3 · price: Weighted average sale price of price range between $33.60 and $34.39. Will provide upon request number of shares sold at each separate price.

Read SEC document
May 03, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 31,931 $10.35 $330,485.85
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 316,115

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
April 30, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 10,244 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · derivative · entry 5

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,756

Underlying: Common Stock · 10,244 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 30, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 10,244 $33.62 $344,366.40
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 2

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,164

F2 · price: Weighted average sale price of price range between $33.53 and $33.70. Will provide upon request number of shares sold at each separate price.

Read SEC document
April 30, 2021 Filed May 4, 2021 20:07 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 10,244 $10.35 $106,025.40
Disclosure

SEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 294,428

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
April 12, 2021 Filed Apr 14, 2021 22:13 UTC SaleCommon Stock 4,200 $33.49 $140,667.24
Disclosure

SEC source: 0001127602-21-013727 · form4.xml · nonDerivative · entry 1

WILEY BENAREE PRATT · CIK 0001180622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,361

F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020.

F2 · price: Weighted average sale price of price range between $33.38 and $33.70. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 16, 2021 Filed Mar 17, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionEmployee Stock Option · Derivative 20,929 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-011033 · form4.xml · derivative · entry 3

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,929 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 16, 2021 Filed Mar 17, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 20,929 $33.19 $694,727.69
Disclosure

SEC source: 0001127602-21-011033 · form4.xml · nonDerivative · entry 2

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,538.7297

F2 · price: Weighted average sale price of price range between $33.00 and $33.41. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 16, 2021 Filed Mar 17, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionCommon Stock 20,929 $10.35 $216,615.15
Disclosure

SEC source: 0001127602-21-011033 · form4.xml · nonDerivative · entry 1

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,467.7297

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:19 UTC
GRISKO JEROME PDirector · CEO & President
GiftCommon Stock 34,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-010796 · form4.xml · nonDerivative · entry 2

GRISKO JEROME P · CIK 0001251094 · Director · CEO & President

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 591,264

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:19 UTC
GRISKO JEROME PDirector · CEO & President
GiftCommon Stock 34,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-010796 · form4.xml · nonDerivative · entry 1

GRISKO JEROME P · CIK 0001251094 · Director · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,436.8147

F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionEmployee Stock Option · Derivative 37,784 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · derivative · entry 6

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,929

Underlying: Common Stock · 37,784 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 37,784 $33.50 $1,265,597.75
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 4

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,538.7297

F3 · price: Weighted average sale price of price range between $33.25 and $33.83. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionCommon Stock 37,784 $10.35 $391,064.40
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 3

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,322.7297

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
March 12, 2021 Filed Mar 16, 2021 20:30 UTC Exercise / conversionEmployee Stock Option · Derivative 5,000 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-010804 · form4.xml · derivative · entry 3

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common Stock · 5,000 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

Read SEC document
March 12, 2021 Filed Mar 16, 2021 20:30 UTC SaleCommon Stock 5,000 $33.94 $169,698.50
Disclosure

SEC source: 0001127602-21-010804 · form4.xml · nonDerivative · entry 2

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,076

F1 · price: Weighted average sale price of price range between $33.90 and $34.07. Will provide upon request number of shares sold at each separate price.

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March 12, 2021 Filed Mar 16, 2021 20:30 UTC Exercise / conversionCommon Stock 5,000 $10.35 $51,750.00
Disclosure

SEC source: 0001127602-21-010804 · form4.xml · nonDerivative · entry 1

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248,076

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 12, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionEmployee Stock Option · Derivative 16,287 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · derivative · entry 5

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,713

Underlying: Common Stock · 16,287 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 12, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 16,287 $34.00 $553,692.85
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 2

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,531.7359

F2 · price: Weighted average sale price of price range between $33.78 and $34.12. Will provide upon request number of shares sold at each separate price.

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March 12, 2021 Filed Mar 16, 2021 20:17 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionCommon Stock 16,287 $10.35 $168,570.45
Disclosure

SEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 1

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,818.7359

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

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March 05, 2021 Filed Mar 9, 2021 21:24 UTC Exercise / conversionEmployee Stock Option · Derivative 5,000 $0.00 Strike: $10.35 $0.00
Disclosure

SEC source: 0001127602-21-009892 · form4.xml · derivative · entry 3

GROVE WARE H · CIK 0001279175 · C.F.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 5,000 shares

Expires 2022-05-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.