Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Director · CEO & President | March 13, 2026 | March 17, 2026 |
| DAVEY TREE EXPERT CONONE · Entity 27904 | Director | May 20, 2026 | May 21, 2026 |
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 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,652.3372 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Gift · Disposed 33,166 · Balance 127,652.3372 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy SLAT | 340,246 |
Reported balance
After 2026-03-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-13 · Gift · Acquired 33,166 · Balance 340,246 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy SLAT | 345,675 |
Reported balance
After 2026-03-13 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-03-13 · Gift · Acquired 5,429 · Balance 345,675 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 513,174 |
Reported balance
After 2026-03-13 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-03-13 · Gift · Disposed 5,429 · Balance 513,174 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 474,579 |
Reported balance
After 2026-03-13 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-03-13 · Gift · Disposed 38,595 · Balance 474,579 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy spousal trust | 62,920 |
Reported balance
After 2026-03-13 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-03-13 · Gift · Acquired 38,595 · Balance 62,920 F1: Shares transferred for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy 2025 SLAT | 177,914 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 177,914 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares transferred for estate planning purposes.
DAVEY TREE EXPERT CO
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,558 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,558 · Balance 1,558 F1: Grant of restricted stock unit, each of which represents the right to receive one share of common stock of The Davey Tree Expert Company. The units vest as to one-third on each of the first, second and third anniversary of the date of the grant subject to continued service through the vesting date or upon occurrence of a change in control. Any units that do not vest will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock unit, each of which represents the right to receive one share of common stock of The Davey Tree Expert Company. The units vest as to one-third on each of the first, second and third anniversary of the date of the grant subject to continued service through the vesting date or upon occurrence of a change in control. Any units that do not vest will be forfeited.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 14:06 UTC | DAVEY TREE EXPERT CO NONE · Entity 27904 | GrantCommon Stock | 1,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037073 · wk-form4_1779372372.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,558 F1 · shares: Grant of restricted stock unit, each of which represents the right to receive one share of common stock of The Davey Tree Expert Company. The units vest as to one-third on each of the first, second and third anniversary of the date of the grant subject to continued service through the vesting date or upon occurrence of a change in control. Any units that do not vest will be forfeited. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 38,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By spousal trust Disclosed balance after: 62,920 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 38,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 474,579 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By SLAT Disclosed balance after: 345,675 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 513,174 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 33,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By SLAT Disclosed balance after: 340,246 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 33,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000059 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,652.3372 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 85,709 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000047 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,818.3372 F1 · kind: On March 6, 2026, the reporting person was granted 85,709 restricted stock units, vesting in three 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. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,510 | $27.84 | $125,558.40 |
DisclosureSEC source: 0000944148-26-000025 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,109.3372 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 14, 2025. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 14,756 | $30.47 | $449,615.32 |
DisclosureSEC source: 0000944148-26-000015 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,619.3372 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 32,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000015 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,375.3372 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2023. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:41 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 3,469 | $34.29 | $118,952.01 |
DisclosureSEC source: 0000944148-26-000008 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,476.3372 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 9,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000944148-26-000002 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,454 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. F2 · 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. F2 · 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, 2026 Filed Feb 10, 2026 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,241 | $38.27 | $162,303.07 |
DisclosureSEC source: 0000944148-26-000002 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,945.3372 Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000944148-26-000002 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,186.3372 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 |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 177,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By 2025 SLAT Disclosed balance after: 177,914 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 177,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By spousal trust Disclosed balance after: 24,325 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 24,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By spousal trust Disclosed balance after: 202,239 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 24,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 518,603 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 5,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By SLAT Disclosed balance after: 307,080 F1 · kind: Shares transferred for estate planning purposes. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 5,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010579 · 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: 542,928 F1 · kind: Shares transferred for estate planning purposes. F2 · balance_after: Share numbers updated to reflect previous transfers involving the reporting person and the reporting person's trust. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 30,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005244 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,162.3372 F1 · kind: On February 14, 2025, the reporting person was granted 30,164 restricted stock units, vesting in three 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. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 16,544 | $87.24 | $1,443,298.56 |
DisclosureSEC source: 0001127602-25-004950 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,998.3372 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 36,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004950 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,542.3372 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2022. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 9,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004624 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. 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. F2 · 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. F2 · 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. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,242 | $88.03 | $373,423.26 |
DisclosureSEC source: 0001127602-25-004624 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,658.3372 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004624 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,900.3372 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 |
| February 09, 2025 Filed Feb 11, 2025 21:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 3,470 | $88.00 | $305,360.00 |
DisclosureSEC source: 0001127602-25-004157 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,443.3372 F2 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 9,453 | Not disclosed | Not disclosed |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,240 | $88.00 | $373,120.00 |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,453 | Not disclosed | Not disclosed |
DisclosureSEC 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 05, 2024 Filed Dec 9, 2024 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 177,914 | $0.00 | $0.00 |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 177,914 | $0.00 | $0.00 |
DisclosureSEC 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 |
| February 11, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 9,457 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 13,560 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,242 | $66.07 | $280,268.94 |
DisclosureSEC 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. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,457 | Not disclosed | Not disclosed |
DisclosureSEC 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 | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,082 | $66.07 | $401,837.74 |
DisclosureSEC 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. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 13,560 | Not disclosed | Not disclosed |
DisclosureSEC 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 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 23,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,007.3372 F3 · kind: On February 9, 2024, the reporting person was granted 23,204 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. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 36,491 | $66.07 | $2,410,960.37 |
DisclosureSEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,803.3372 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 81,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004870 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,294.3372 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2021. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 9,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004574 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,907 Underlying: Common Stock · 9,454 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. F2 · 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. F2 · 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, 2024 Filed Feb 12, 2024 23:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,344 | $65.13 | $282,924.72 |
DisclosureSEC source: 0001127602-24-004574 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,932.3372 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004574 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,276.3372 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 |
| September 07, 2023 Filed Sep 8, 2023 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 732 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023882 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 732 shares Expires 2024-05-09 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. F2 · security: Consists of Options granted on 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 478 | $54.08 | $25,849.62 |
DisclosureSEC source: 0001127602-23-023882 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,822.3372 F1 · price: Weighted average sale price of price range between $54.0701 and $54.20. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 732 | $19.45 | $14,237.40 |
DisclosureSEC source: 0001127602-23-023882 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,300.3372 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. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 47,532 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 732 Underlying: Common Stock · 47,532 shares Expires 2024-05-09 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: Consists of Options granted on 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 31,000 | $53.60 | $1,661,751.90 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,568.3372 F2 · price: Weighted average sale price of price range between $53.02 and $53.92. Will provide upon request number of shares sold at each separate price. 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.