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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
May 08, 2019 Filed May 10, 2019 22:36 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018205 · form4.xml · nonDerivative · entry 1

WEIR DONALD V · CIK 0001006309 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,062

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

Read SEC document
May 08, 2019 Filed May 10, 2019 22:31 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018204 · form4.xml · nonDerivative · entry 1

HUDSON SHERRILL W · CIK 0001208993 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,482

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

Read SEC document
May 08, 2019 Filed May 10, 2019 22:17 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018201 · form4.xml · nonDerivative · entry 1

GERARD STEVEN L · CIK 0001007190 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 334,782.44

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

Read SEC document
May 08, 2019 Filed May 10, 2019 22:07 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018199 · form4.xml · nonDerivative · entry 1

DeGroote Michael H · CIK 0001380166 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,482

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

Read SEC document
May 08, 2019 Filed May 10, 2019 22:12 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018200 · form4.xml · nonDerivative · entry 1

France Gina D · CIK 0001299626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,482

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

Read SEC document
May 08, 2019 Filed May 10, 2019 21:17 UTC GrantCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018174 · form4.xml · nonDerivative · entry 1

DIMARTINO JOSEPH S · CIK 0001251101 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,095

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

F1 · kind: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting.

Read SEC document
May 08, 2019 Filed May 10, 2019 22:00 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018198 · form4.xml · nonDerivative · entry 1

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,307

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

F1 · kind: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting

Read SEC document
May 08, 2019 Filed May 10, 2019 21:18 UTC GrantCommon Stock 6,107 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-018176 · form4.xml · nonDerivative · entry 1

SLOTKIN TODD J · CIK 0001184025 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,482

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

F1 · kind: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting.

Read SEC document
March 20, 2019 Filed Mar 22, 2019 20:40 UTC
SPURIO CHRISPresident, Financial Services
GrantRestricted Stock Units · Derivative 21,326 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012953 · form4.xml · derivative · entry 1

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,326

Underlying: Common Stock · 21,326 shares

Expires 2022-03-20

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

F2 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

Read SEC document
March 20, 2019 Filed Mar 22, 2019 20:36 UTC
GRISKO JEROME PDirector · CEO & President
GrantRestricted Stock Units · Derivative 48,678 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012948 · form4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,678

Underlying: Common Stock · 48,678 shares

Expires 2022-03-20

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

F2 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

Read SEC document
March 20, 2019 Filed Mar 22, 2019 20:32 UTC GrantRestricted Stock Units · Derivative 21,051 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012944 · form4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,051

Underlying: Common Stock · 21,051 shares

Expires 2022-03-20

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

F2 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

Read SEC document
March 20, 2019 Filed Mar 22, 2019 20:22 UTC
GLEESPEN MICHAEL WCorp. Secretary
GrantRestricted Stock Units · Derivative 8,669 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012930 · form4.xml · derivative · entry 1

GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,669

Underlying: Common Stock · 8,669 shares

Expires 2022-03-20

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F2 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

F2 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

Read SEC document
March 20, 2019 Filed Apr 26, 2019 19:04 UTC Amendment
Kouzelos Michael PPresident, Employee Services
GrantRestricted Stock Units · Derivative 19,291 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-016265 · form4a.xml · derivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,291

Underlying: Common Stock · 19,291 shares

Expires 2022-03-20

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F2 · derivative.exercise_price: Error in uploading electronic file, corrected as of 4/26/2019.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

F3 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.

Read SEC document
March 15, 2019 Filed Mar 19, 2019 20:23 UTC SaleCommon Stock 3,500 $20.14 $70,497.00
Disclosure

SEC source: 0001127602-19-012233 · form4.xml · nonDerivative · entry 1

SLOTKIN TODD J · CIK 0001184025 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,375

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

F2 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting

Read SEC document
March 15, 2019 Filed Mar 19, 2019 20:19 UTC Exercise / conversionEmployee Stock Option · Derivative 4,500 $0.00 Strike: $8.36 $0.00
Disclosure

SEC source: 0001127602-19-012225 · form4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,746

Underlying: Common Stock · 4,500 shares

Expires 2020-05-14

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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020.

Read SEC document
March 15, 2019 Filed Mar 19, 2019 20:19 UTC SaleCommon Stock 4,500 $20.10 $90,450.00
Disclosure

SEC source: 0001127602-19-012225 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 263,096

Read SEC document
March 15, 2019 Filed Mar 19, 2019 20:19 UTC Exercise / conversionCommon Stock 4,500 $8.36 $37,620.00
Disclosure

SEC source: 0001127602-19-012225 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,596

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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020.

Read SEC document
March 13, 2019 Filed Mar 15, 2019 20:50 UTC Exercise / conversionEmployee Stock Option · Derivative 5,754 Not disclosed Strike: $8.36 Not disclosed
Disclosure

SEC source: 0001127602-19-011566 · form4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,246

Underlying: Common Stock · 5,754 shares

Expires 2020-05-14

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 Option granted 05/14/2014, vesting in 25% increments each year beginning 05/14/2015, and expiring on 05/14/2020

F1 · kind: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020.

F2 · price: Weighted average sale price of price range between $20.35 and $20.37. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 13, 2019 Filed Mar 15, 2019 20:50 UTC SaleCommon Stock 5,754 $20.36 $117,151.44
Disclosure

SEC source: 0001127602-19-011566 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 263,096

F2 · price: Weighted average sale price of price range between $20.35 and $20.37. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 13, 2019 Filed Mar 15, 2019 20:50 UTC Exercise / conversionCommon Stock 5,754 $8.36 $48,103.44
Disclosure

SEC source: 0001127602-19-011566 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,850

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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020.

F2 · price: Weighted average sale price of price range between $20.35 and $20.37. Will provide upon request number of shares sold at each separate price.

Read SEC document
March 13, 2019 Filed Apr 26, 2019 19:07 UTC Amendment SaleCommon Stock 3,500 $20.27 $70,952.70
Disclosure

SEC source: 0001127602-19-016267 · form4a.xml · nonDerivative · entry 1

DIMARTINO JOSEPH S · CIK 0001251101 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,095

F1 · security: Error in uploading electronic file, corrected as of April 26, 2019.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:28 UTC SaleCommon Stock 3,488 $20.63 $71,957.44
Disclosure

SEC source: 0001127602-19-009941 · form4.xml · nonDerivative · entry 1

DIMARTINO JOSEPH S · CIK 0001251101 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,595

Read SEC document
February 22, 2019 Filed Feb 26, 2019 21:20 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 16,800 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-19-008376 · form4.xml · derivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16,800 shares

Expires 2019-05-09

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F10 · security: Annual equity compensation award granted on 5-9-2013, vesting 25% in each of the four anniversaries following the grant date.

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
February 22, 2019 Filed Feb 26, 2019 21:20 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 16,800 $21.30 $357,920.64
Disclosure

SEC source: 0001127602-19-008376 · 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

F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F3 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy.

F4 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.

F5 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.

F6 · security: Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16.

F7 · security: Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock.

F8 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock

F9 · price: Weighted average sale price of price range between $21.25 and $21.38. Will provide upon request number of shares sold at each separate price.

Read SEC document
February 22, 2019 Filed Feb 26, 2019 21:20 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 16,800 $6.52 $109,536.00
Disclosure

SEC source: 0001127602-19-008376 · form4.xml · nonDerivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,984

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F3 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy.

F4 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.

F5 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.

F6 · security: Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16.

F7 · security: Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock.

F8 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
February 21, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 3,200 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-19-007719 · form4.xml · derivative · entry 6

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,800

Underlying: Common Stock · 3,200 shares

Expires 2019-05-09

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
February 21, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 3,200 $21.26 $68,044.80
Disclosure

SEC source: 0001127602-19-007719 · 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

F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F2 · price: Weighted average sale price of price range between $21.25 and $21.29. Will provide upon request number of shares sold at each separate price.

Read SEC document
February 21, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 3,200 $6.52 $20,864.00
Disclosure

SEC source: 0001127602-19-007719 · form4.xml · nonDerivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 287,384

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
February 20, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionEmployee Stock Option · Derivative 15,000 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-19-007719 · form4.xml · derivative · entry 5

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 15,000 shares

Expires 2019-05-09

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
February 20, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
SaleCommon Stock 15,000 $21.27 $318,994.50
Disclosure

SEC source: 0001127602-19-007719 · 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

F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F2 · price: Weighted average sale price of price range between $21.25 and $21.29. Will provide upon request number of shares sold at each separate price.

Read SEC document
February 20, 2019 Filed Feb 22, 2019 21:24 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 15,000 $6.52 $97,800.00
Disclosure

SEC source: 0001127602-19-007719 · form4.xml · nonDerivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,184

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
January 08, 2019 Filed Jan 10, 2019 23:09 UTC
GLEESPEN MICHAEL WCorp. Secretary
SaleCommon Stock 15,318 $20.02 $306,666.36
Disclosure

SEC source: 0001127602-19-001811 · form4.xml · nonDerivative · entry 1

GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,880

F1 · shares: This sale was executed as part of a 10b5-1 plan executed on December 14, 2018, and which runs through December 18, 2020.

F2 · price: Weighted average sale price of price range between $20.00 and $20.04. Will provide upon request number of shares sold at each separate price.

Read SEC document
January 07, 2019 Filed Jan 8, 2019 23:16 UTC
GLEESPEN MICHAEL WCorp. Secretary
SaleCommon Stock 10,672 $20.02 $213,653.44
Disclosure

SEC source: 0001127602-19-001643 · form4.xml · nonDerivative · entry 2

GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,198

F1 · shares: This sale was executed as part of a 10b5-1 plan executed on December 14, 2018, and which runs through December 18, 2020.

F3 · price: Weighted average sale price of price range between $20.00 and $20.20. Will provide upon request number of shares sold at each separate price.

Read SEC document
January 04, 2019 Filed Jan 8, 2019 23:16 UTC
GLEESPEN MICHAEL WCorp. Secretary
SaleCommon Stock 44,010 $20.01 $880,640.10
Disclosure

SEC source: 0001127602-19-001643 · form4.xml · nonDerivative · entry 1

GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,870

F1 · shares: This sale was executed as part of a 10b5-1 plan executed on December 14, 2018, and which runs through December 18, 2020.

F2 · price: Weighted average sale price of price range between $20.00 and $20.025. Will provide upon request number of shares sold at each separate price.

Read SEC document
December 24, 2018 Filed Dec 27, 2018 21:15 UTC GiftCommon Stock 10,525 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-037415 · form4.xml · nonDerivative · entry 1

WILEY BENAREE PRATT · CIK 0001180622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,850

F1 · kind: Charitable Gift

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September 12, 2018 Filed Sep 13, 2018 20:38 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 14,159 $23.44 $331,908.20
Disclosure

SEC source: 0001127602-18-027509 · form4.xml · nonDerivative · entry 1

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,256.4379

F1 · price: Weighted average sale price of price between $23.40 and $23.55. Will provide upon request number of shares at each separate price.

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September 12, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionEmployee Stock Option · Derivative 24,284 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,284 shares

Expires 2019-05-09

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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September 12, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 15,091 $23.45 $353,883.95
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 673,945.0633

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F4 · price: Weighted average sale price of price range between between $23.40 and $23.55. Will provide upon request number of shares sold at each separate price.

Read SEC document
September 12, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 24,284 $6.52 $158,331.68
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 689,036.0633

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

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September 11, 2018 Filed Sep 12, 2018 20:45 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 33,502 $23.80 $797,347.60
Disclosure

SEC source: 0001127602-18-027475 · form4.xml · nonDerivative · entry 2

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,415.4379

F2 · price: Weighted average sale price of price between $23.75 and $23.90. Will provide upon request number of shares at each separate price.

Read SEC document
September 11, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionEmployee Stock Option · Derivative 28,229 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,284

Underlying: Common Stock · 28,229 shares

Expires 2019-05-09

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
September 11, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 17,458 $23.73 $414,278.34
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 664,752.0633

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F3 · price: Weighted average sale price of price range between $23.70 and $23.80. Will provide upon request number of shares at each separate price.

Read SEC document
September 11, 2018 Filed Sep 13, 2018 20:36 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 28,229 $6.52 $184,053.08
Disclosure

SEC source: 0001127602-18-027508 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 682,210.0633

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
September 10, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionEmployee Stock Option · Derivative 19,000 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,513

Underlying: Common Stock · 19,000 shares

Expires 2019-05-09

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
September 10, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 11,806 $23.88 $281,927.28
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 653,981.0633

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F4 · price: Weighted average sale price of price range between between $23.85 and $23.90. Will provide upon request number of shares sold at each separate price.

Read SEC document
September 10, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 19,000 $6.52 $123,880.00
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 665,787.0633

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document
September 10, 2018 Filed Sep 12, 2018 20:45 UTC
SPURIO CHRISPresident, Financial Services
SaleCommon Stock 2,339 $23.93 $55,964.79
Disclosure

SEC source: 0001127602-18-027475 · form4.xml · nonDerivative · entry 1

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,917.4379

F1 · price: Weighted average sale price of price range between $23.90 and $24.00. Will provide upon request number of shares sold at each separate price.

Read SEC document
September 07, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionEmployee Stock Option · Derivative 38,487 $0.00 Strike: $6.52 $0.00
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,513

Underlying: Common Stock · 38,487 shares

Expires 2019-05-09

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
September 07, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 23,361 $23.89 $558,141.01
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 646,787.0633

F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.

F3 · price: Weighted average sale price of price range between between $23.75 and $24.00. Will provide upon request number of shares sold at each separate price.

Read SEC document
September 07, 2018 Filed Sep 11, 2018 20:41 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 38,487 $6.52 $250,935.24
Disclosure

SEC source: 0001127602-18-027354 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 670,148.0633

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 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.

Read SEC document

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