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NYSE · USD

CBZ

CBIZ, Inc.

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Tapewire entity
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
February 08, 2025 Filed Feb 11, 2025 21:23 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 3,052 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-004176 · form4.xml · nonDerivative · entry 1

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,872

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:19 UTC Exercise / conversionRestricted Stock Units · Derivative 3,331 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-004165 · form4.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,331

Underlying: Common Stock · 3,331 shares

Expires not disclosed

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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On February 8, 2023, the reporting person was granted 9,994 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: On February 8, 2023, the reporting person was granted 9,994 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:19 UTC Tax withholdingCommon Stock 1,494 $88.00 $131,472.00
Disclosure

SEC source: 0001127602-25-004165 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,663

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:19 UTC Exercise / conversionCommon Stock 3,331 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-004165 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297,157

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:17 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionRestricted Stock Units · Derivative 9,453 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-004157 · form4.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,454

Underlying: Common Stock · 9,453 shares

Expires not disclosed

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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On February 8, 2023, the reporting person was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: On February 8, 2023, the reporting person was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:17 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 4,240 $88.00 $373,120.00
Disclosure

SEC source: 0001127602-25-004157 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,913.3372

Read SEC document
February 08, 2025 Filed Feb 11, 2025 21:17 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 9,453 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-004157 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,153.3372

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 22:09 UTC GiftCommon Stock 179,454 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000499 · form4.xml · nonDerivative · entry 2

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Limited Partnership

Disclosed balance after: 179,454

F1 · kind: Shares transferred to a limited partnership controlled by the reporting person and his spouse.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 22:09 UTC GiftCommon Stock 179,454 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000499 · form4.xml · nonDerivative · entry 1

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Shares transferred to a limited partnership controlled by the reporting person and his spouse.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 21:51 UTC GiftCommon Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-029282 · form4.xml · nonDerivative · entry 1

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,179

F1 · shares: The shares reported herein were transferred as a bona fide gift to the reporting person's grandchildren.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 21:46 UTC SaleCommon Stock 8,143 $79.11 $644,163.42
Disclosure

SEC source: 0001127602-24-029278 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 293,826

F1 · price: Weighted average sale price of price range between $78.86 and $79.29. Will provide upon request number of shares sold at each separate price.

Read SEC document
December 09, 2024 Filed Dec 11, 2024 21:25 UTC PurchaseCommon Stock 1,000 $77.56 $77,556.00
Disclosure

SEC source: 0001127602-24-029147 · form4.xml · nonDerivative · entry 1

YOUNG RODNEY A · CIK 0001195915 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,949

Read SEC document
December 05, 2024 Filed Dec 9, 2024 21:24 UTC
GRISKO JEROME PDirector · CEO & President
GiftCommon Stock 177,914 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028843 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By spousal trust

Disclosed balance after: 177,914

F1 · kind: Shares transferred to spousal trust for estate planning purposes.

Read SEC document
December 05, 2024 Filed Dec 9, 2024 21:24 UTC
GRISKO JEROME PDirector · CEO & President
GiftCommon Stock 177,914 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028843 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 387,578

F1 · kind: Shares transferred to spousal trust for estate planning purposes.

Read SEC document
May 10, 2024 Filed May 14, 2024 21:04 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015287 · form4.xml · nonDerivative · entry 1

YOUNG RODNEY A · CIK 0001195915 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,949

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 10, 2024 Filed May 14, 2024 21:02 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015285 · form4.xml · nonDerivative · entry 1

WILEY BENAREE PRATT · CIK 0001180622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,492

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 10, 2024 Filed May 14, 2024 20:59 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015281 · form4.xml · nonDerivative · entry 1

SLOTKIN TODD J · CIK 0001184025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,817

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 10, 2024 Filed May 14, 2024 20:58 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015280 · form4.xml · nonDerivative · entry 1

SHERMAN A HAAG · CIK 0001283832 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,713

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 10, 2024 Filed May 14, 2024 20:50 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015277 · form4.xml · nonDerivative · entry 1

MARABITO RICHARD T · CIK 0001255662 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,475

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 10, 2024 Filed May 14, 2024 20:43 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015271 · form4.xml · nonDerivative · entry 1

France Gina D · CIK 0001299626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,674

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 10, 2024 Filed May 14, 2024 20:39 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015270 · form4.xml · nonDerivative · entry 1

DeGroote Michael H · CIK 0001380166 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,954

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 10, 2024 Filed May 14, 2024 20:35 UTC GrantCommon Stock 1,949 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015269 · form4.xml · nonDerivative · entry 1

BURDICK RICK L · CIK 0001015719 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,779

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
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Exercise / conversionRestricted Stock Units · Derivative 4,089 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,090

Underlying: Common Stock · 4,089 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: On February 11, 2022, the reporting person was granted 12,269 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F7 · derivative.expiration_date: On February 11, 2022, the reporting person was granted 12,269 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Exercise / conversionRestricted Stock Units · Derivative 5,864 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,864 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On February 11, 2021, the reporting person was granted 17,592 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F6 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 17,592 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Tax withholdingCommon Stock 1,834 $66.07 $121,172.38
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 301,969

F5 · kind: Tax related to vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Exercise / conversionCommon Stock 4,089 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 303,803

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Tax withholdingCommon Stock 2,631 $66.07 $173,830.17
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 299,714

F5 · kind: Tax related to vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:35 UTC Exercise / conversionCommon Stock 5,864 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302,345

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionRestricted Stock Units · Derivative 3,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · derivative · entry 9

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,748

Underlying: Common Stock · 3,748 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.

F7 · derivative.expiration_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionRestricted Stock Units · Derivative 5,374 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · derivative · entry 8

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,374 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On February 11, 2021, the reporting person was granted 16,121 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.

F6 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 16,121 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Tax withholdingCommon Stock 1,681 $66.07 $111,063.67
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 7

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,820

F5 · kind: Tax related vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 3,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 6

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 346,501

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Tax withholdingCommon Stock 2,411 $66.07 $159,294.77
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 5

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 342,753

F5 · kind: Tax related vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
Exercise / conversionCommon Stock 5,374 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 4

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 345,164

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionRestricted Stock Units · Derivative 4,143 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · derivative · entry 9

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,143

Underlying: Common Stock · 4,143 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionRestricted Stock Units · Derivative 5,941 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · derivative · entry 8

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,941 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: 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.

F6 · derivative.expiration_date: 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.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Tax withholdingCommon Stock 1,859 $66.07 $122,824.13
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 7

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,049.9524

F5 · kind: Tax related to vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionCommon Stock 4,143 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 6

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,908.9524

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Tax withholdingCommon Stock 2,665 $66.07 $176,076.55
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 5

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,765.9524

F5 · kind: Tax related to vesting of restricted stock units.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:29 UTC
SPURIO CHRISPresident, Financial Services
Exercise / conversionCommon Stock 5,941 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 4

SPURIO CHRIS · CIK 0001251098 · President, Financial Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,430.9524

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionRestricted Stock Units · Derivative 9,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,457

Underlying: Common Stock · 9,457 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: On February 11, 2022, the reporting person was granted 28,372 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F7 · derivative.expiration_date: On February 11, 2022, the reporting person was granted 28,372 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

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February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionRestricted Stock Units · Derivative 13,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,560 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On February 11, 2021, the reporting person was granted 40,681 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F6 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 40,681 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

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February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 4,242 $66.07 $280,268.94
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,700.3372

F5 · kind: Tax related to vesting of restricted stock units.

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February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 9,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,942.3372

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Tax withholdingCommon Stock 6,082 $66.07 $401,837.74
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,485.3372

F5 · kind: Tax related to vesting of restricted stock units.

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February 11, 2024 Filed Feb 14, 2024 01:25 UTC
GRISKO JEROME PDirector · CEO & President
Exercise / conversionCommon Stock 13,560 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,567.3372

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.

F4 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 09, 2024 Filed Feb 14, 2024 01:35 UTC GrantCommon Stock 7,806 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 296,481

F3 · kind: On February 9, 2024, the reporting person was granted 7,806 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one bases.

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February 09, 2024 Filed Feb 14, 2024 01:35 UTC Tax withholdingCommon Stock 15,781 $66.07 $1,042,650.67
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 288,675

F2 · kind: Tax related to the vesting of performance share unit awards.

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February 09, 2024 Filed Feb 14, 2024 01:35 UTC GrantCommon Stock 35,184 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304,456

F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2021.

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February 09, 2024 Filed Feb 14, 2024 01:34 UTC
Kouzelos Michael PPresident, Employee Services
GrantCommon Stock 7,464 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 3

Kouzelos Michael P · CIK 0001641312 · President, Employee Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 339,790

F3 · kind: On February 9, 2024, the reporting person was granted 7,464 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

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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.