Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Corp. Secretary | March 20, 2019 | March 22, 2019 |
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 March 20, 2019 · Filed March 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-03-20 | Direct | 8,669 |
Reported balance
After 2019-03-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-20 · Grant · Acquired 8,669 · Balance 8,669 F1: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. F2: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $9.35 · Expires 2021-05-15 | Direct | 27,000 |
Reported balance
Holding disclosure · report date 2019-03-20 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 27,000 F3: Consists of Options granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F4: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $10.35 · Expires 2022-05-10 | Direct | 36,000 |
Reported balance
Holding disclosure · report date 2019-03-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 36,000 F5: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $15.55 · Expires 2023-05-10 | Direct | 36,000 |
Reported balance
Holding disclosure · report date 2019-03-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 36,000 F6: Consists of Options granted 05/10/2017, vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $19.45 · Expires 2024-05-09 | Direct | 36,000 |
Reported balance
Holding disclosure · report date 2019-03-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 36,000 F7: Consists of Options granted 05/09/2018, vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.
F2: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020.
F3: Consists of Options granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021.
F4: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021.
F5: Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.
F6: Consists of Options granted 05/10/2017, vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023.
F7: Consists of Options granted 05/09/2018, vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024.
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 |
|---|---|---|---|---|---|---|
| March 20, 2019 Filed Mar 22, 2019 20:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 8,669 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
| January 08, 2019 Filed Jan 10, 2019 23:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,318 | $20.02 | $306,666.36 |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,672 | $20.02 | $213,653.44 |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 44,010 | $20.01 | $880,640.10 |
DisclosureSEC 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 |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 18,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · derivative · entry 6 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,000 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · derivative · entry 5 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 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. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 18,000 | $23.40 | $421,214.40 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · nonDerivative · entry 4 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,880 F3 · security: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. F4 · price: Weighted average sale price of price range between $23.39 and $23.42. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 18,000 | $8.36 | $150,480.00 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · nonDerivative · entry 3 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,880 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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 9,000 | $23.46 | $211,117.50 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,880 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 $23.40 and $23.53. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,000 | $6.52 | $58,680.00 |
DisclosureSEC source: 0001127602-18-026296 · form4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,880 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 |
| May 15, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 958 | $19.60 | $18,776.80 |
DisclosureSEC source: 0001225208-18-009461 · doc4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,880 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 958 | $19.45 | $18,633.10 |
DisclosureSEC source: 0001225208-18-009461 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,838 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 958 | $19.50 | $18,681.00 |
DisclosureSEC source: 0001225208-18-009254 · doc4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,796 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 958 | $19.50 | $18,681.00 |
DisclosureSEC source: 0001225208-18-009254 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,754 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 36,000 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001225208-18-009162 · doc4.xml · derivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common stock · 36,000 shares Expires 2024-05-09 F3 · security: Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. F4 · price: Options priced at closing NYSE price of $19.45 on 05/09/2018. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009162 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,712 F1 · 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. F2 · price: No consideration was provided for this grant. Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:52 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 8,000 | $15.01 | $120,040.00 |
DisclosureSEC source: 0001225208-17-010132 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,712 F1 · price: Average price range between $15.00 and $15.005. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 986 | $15.25 | $15,036.50 |
DisclosureSEC source: 0001225208-17-009982 · doc4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,712 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2017 Filed May 17, 2017 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 986 | $15.25 | $15,036.50 |
DisclosureSEC source: 0001225208-17-009982 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,698 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 36,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001225208-17-009498 · doc4.xml · derivative · entry 4 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common stock · 36,000 shares Expires 2023-05-10 F4 · security: Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 986 | $15.55 | $15,332.30 |
DisclosureSEC source: 0001225208-17-009498 · doc4.xml · nonDerivative · entry 3 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,684 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009498 · doc4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,670 F2 · 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. F3 · price: No consideration was provided for this grant. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 986 | $15.45 | $15,233.70 |
DisclosureSEC source: 0001225208-17-009498 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,670 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,000 | $5.87 Strike: $5.87 | $52,830.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · derivative · entry 12 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 9,000 shares Expires 2018-05-22 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 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,000 | $9.35 Strike: $9.35 | $84,150.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · derivative · entry 11 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common stock · 9,000 shares Expires 2021-05-15 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: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 18,000 | $8.36 Strike: $8.36 | $150,480.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · derivative · entry 10 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common stock · 18,000 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 · security: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,000 | $6.52 Strike: $6.52 | $58,680.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · derivative · entry 9 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common stock · 9,000 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. F3 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 18,000 | $13.87 | $249,642.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 8 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,656 F1 · security: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. F5 · price: Average price range between $13.838 and $13.92. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 9,000 | $13.87 | $124,821.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 7 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,656 F4 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. F5 · price: Average price range between $13.838 and $13.92. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 9,000 | $13.87 | $124,821.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 6 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,656 F2 · security: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. F5 · price: Average price range between $13.838 and $13.92. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 9,000 | $13.87 | $124,821.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 5 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,656 F3 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F5 · price: Average price range between $13.838 and $13.92. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 9,000 | $5.87 | $52,830.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 4 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,656 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 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 9,000 | $6.52 | $58,680.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 3 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,656 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: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 9,000 | $9.35 | $84,150.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 2 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,656 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: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 18,000 | $8.36 | $150,480.00 |
DisclosureSEC source: 0001225208-17-006245 · doc4.xml · nonDerivative · entry 1 GLEESPEN MICHAEL W · CIK 0001251093 · Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,656 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 05-14-2014 at $8.36 exercise price, expiring 05-09-2020. 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.