Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Director | June 05, 2023 | June 07, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CBIZ, Inc.
Report date June 05, 2023 · Filed June 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,999 |
Reported balance
After 2023-06-05 transaction · row 1
1 source rowRow 1 · 2023-06-05 · Sale · Disposed 5,000 · Balance 15,999 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 05, 2023 Filed Jun 7, 2023 20:32 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $52.35 | $261,748.00 |
DisclosureSEC source: 0001127602-23-018160 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,999 Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,873 | $50.39 | $245,571.91 |
DisclosureSEC source: 0001127602-23-016461 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,999 Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $50.28 | $251,394.00 |
DisclosureSEC source: 0001127602-23-015949 · form4.xml · nonDerivative · entry 3 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,872 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $49.74 | $248,675.50 |
DisclosureSEC source: 0001127602-23-015949 · form4.xml · nonDerivative · entry 2 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,872 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $49.91 | $249,567.00 |
DisclosureSEC source: 0001127602-23-015949 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,872 Read SEC document |
| May 27, 2022 Filed May 27, 2022 20:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,000 | $41.33 | $41,334.30 |
DisclosureSEC source: 0001127602-22-015849 · form4.xml · nonDerivative · entry 2 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,872 Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,000 | $40.71 | $40,707.70 |
DisclosureSEC source: 0001127602-22-015849 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,872 Read SEC document |
| May 23, 2022 Filed May 23, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,749 | $38.39 | $105,534.11 |
DisclosureSEC source: 0001127602-22-015389 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,872 Read SEC document |
| May 09, 2022 Filed May 11, 2022 13:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014052 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,621 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 17, 2021 Filed May 19, 2021 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,933 | $34.48 | $204,556.19 |
DisclosureSEC 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 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC 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 15, 2020 Filed May 18, 2020 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,053 | $21.27 | $64,928.15 |
DisclosureSEC source: 0001127602-20-016918 · form4.xml · nonDerivative · entry 2 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,812 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016918 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,865 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 |
| February 27, 2020 Filed Feb 28, 2020 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,096 | $26.16 | $81,001.58 |
DisclosureSEC source: 0001127602-20-008369 · form4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,106 Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:57 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018211 · form4a.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,202 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. F2 · security: Computershare software error in uploading electronic file, corrected same day as original erroneous filing 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 21:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 13, 2019 Filed Apr 26, 2019 19:07 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,500 | $20.27 | $70,952.70 |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,488 | $20.63 | $71,957.44 |
DisclosureSEC 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 |
| April 27, 2018 Filed May 1, 2018 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 3,998 | $18.81 | $75,219.97 |
DisclosureSEC source: 0001225208-18-008335 · doc4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,083 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 4,698 | $18.56 | $87,177.50 |
DisclosureSEC source: 0001225208-18-004907 · doc4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,081 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:27 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002379 · doc4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,779 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 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 10,700 | $13.60 | $145,531.77 |
DisclosureSEC source: 0001225208-17-004361 · doc4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,587 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002796 · doc4.xml · nonDerivative · entry 1 DIMARTINO JOSEPH S · CIK 0001251101 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,287 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 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.