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 |
|---|---|---|---|---|---|---|
| September 06, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 47,532 | $19.45 | $924,497.40 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,568.3372 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 05, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 41,736 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,264 Underlying: Common Stock · 41,736 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 05, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 27,141 | $54.12 | $1,468,979.48 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,036.3372 F1 · price: Weighted average sale price of price range between $53.625 and $55.035. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 41,736 | $19.45 | $811,765.20 |
DisclosureSEC source: 0001127602-23-023855 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,177.3372 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 |
| August 24, 2023 Filed Aug 25, 2023 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 2,760 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023248 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 2,760 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 |
| August 24, 2023 Filed Aug 25, 2023 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,800 | $54.09 | $97,367.94 |
DisclosureSEC source: 0001127602-23-023248 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,441.3372 F1 · price: Weighted average sale price of price range between $53.99 and $54.26. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 2,760 | $19.45 | $53,682.00 |
DisclosureSEC source: 0001127602-23-023248 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,241.3372 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 |
| August 23, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 30,134 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,760 Underlying: Common Stock · 30,134 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 |
| August 23, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 19,615 | $53.96 | $1,058,362.63 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,481.3372 F2 · price: Weighted average sale price of price range between $53.52 and $54.38. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 23, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 30,134 | $19.45 | $586,106.30 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,096.3372 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 |
| August 22, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 35,258 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,894 Underlying: Common Stock · 35,258 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 |
| August 22, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 22,980 | $53.73 | $1,234,731.49 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,962.3372 F1 · price: Weighted average sale price of price range between $53.53 and $53.97. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 35,258 | $19.45 | $685,768.10 |
DisclosureSEC source: 0001127602-23-023179 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,942.3372 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. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 16,971 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,152 Underlying: Common Stock · 16,971 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 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 11,081 | $53.44 | $592,207.42 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,684.3372 F2 · price: Weighted average sale price of price range between between $53.2326 and $53.6. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 16,971 | $19.45 | $330,085.95 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,765.3372 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 |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 4,877 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,123 Underlying: Common Stock · 4,877 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 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 3,182 | $53.53 | $170,325.14 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,794.3372 F1 · price: Weighted average sale price of price range between $53.42 and $53.725. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,877 | $19.45 | $94,857.65 |
DisclosureSEC source: 0001127602-23-023070 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,976.3372 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 |
| March 15, 2023 Filed Mar 16, 2023 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 91,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010441 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 565,492 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 91,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010441 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,099.3372 F1 · security: Gift of shares from personal account to personal trust account Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 28,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004441 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,361 Underlying: Common Stock · 28,361 shares Expires 2026-02-08 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-8-2024. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 32,986 | $48.40 | $1,596,522.40 |
DisclosureSEC source: 0001127602-23-004441 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,844.3372 F2 · kind: Shares sold to cover taxes on grant of Performance Share Units shares. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 72,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004441 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,830.3372 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2020. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 21,044 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-026746 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,044 shares Expires 2023-05-10 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 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 13,311 | $49.51 | $658,990.34 |
DisclosureSEC source: 0001127602-22-026746 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,260.3372 F1 · price: Weighted average sale price of price range between $49.33 and $49.84. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 21,044 | $15.55 | $327,234.20 |
DisclosureSEC source: 0001127602-22-026746 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,571.3372 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 |
| November 30, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 56,833 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,044 Underlying: Common Stock · 56,833 shares Expires 2023-05-10 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 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 36,015 | $49.15 | $1,770,169.66 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,527.3372 F2 · price: Weighted average sale price of price range between $48.20 and $49.66. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 56,833 | $15.55 | $883,753.15 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,542.3372 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 |
| November 29, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 12,123 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,877 Underlying: Common Stock · 12,123 shares Expires 2023-05-10 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 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 7,700 | $48.75 | $375,371.92 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,709.3372 F1 · price: Weighted average sale price of price range between $48.53 and $48.87. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 12,123 | $15.55 | $188,512.65 |
DisclosureSEC source: 0001127602-22-026635 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,409.3372 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 |
| November 03, 2022 Filed Nov 4, 2022 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 31,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024969 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 473,747 Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 31,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024969 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,286.3372 F1 · security: Gift of shares from personal account to personal trust account Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 14,407 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 14,407 shares Expires 2023-05-10 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 · kind: Consists of Options granted 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 9,435 | $43.84 | $413,661.54 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,564.3372 F2 · price: Weighted average sale price of price range between between $43.48 and $44.43. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 14,407 | $15.55 | $224,028.85 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,999.3372 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 |
| August 05, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 21,333 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,407 Underlying: Common Stock · 21,333 shares Expires 2023-05-10 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 · kind: Consists of Options granted 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 05, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 13,948 | $43.96 | $613,201.50 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,592.3372 F1 · price: Weighted average sale price of price range between $43.60 and $44.34. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 05, 2022 Filed Aug 10, 2022 00:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 21,333 | $15.55 | $331,728.15 |
DisclosureSEC source: 0001127602-22-020742 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,540.3372 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 |
| August 04, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 43,980 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,740 Underlying: Common Stock · 43,980 shares Expires 2023-05-10 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 · kind: Consists of Options granted 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 28,672 | $44.40 | $1,272,907.78 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,207.3372 F2 · price: Weighted average sale price of price range between between $44.11 and $44.98. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 43,980 | $15.55 | $683,889.00 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,879.3372 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 |
| August 03, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,280 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,720 Underlying: Common Stock · 10,280 shares Expires 2023-05-10 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 · kind: Consists of Options granted 05/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,667 | $45.23 | $301,518.41 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,899.3372 F1 · price: Weighted average sale price of price range between $45.05 and $45.39. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,280 | $15.55 | $159,854.00 |
DisclosureSEC source: 0001127602-22-020593 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,566.3372 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 |
| May 17, 2022 Filed May 18, 2022 20:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 6,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014928 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 442,469 Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 6,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014928 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,286.3372 F1 · security: Gift of shares from personal account to personal trust account. Read SEC document |
| May 03, 2022 Filed May 4, 2022 22:27 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 58,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013320 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 436,033 F1 · security: Gift of shares from personal account to personal trust account 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.