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 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 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,722.3372 F1 · security: Gift of shares from personal account to personal trust account Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 2,082 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,082 shares Expires 2022-05-20 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 on 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,279 | $38.73 | $49,536.18 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,219.4563 F2 · price: Weighted average sale price of price range between $38.7301 and $38.74. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 2,082 | $10.35 | $21,548.70 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,498.4563 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 09, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,428 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,082 Underlying: Common Stock · 7,428 shares Expires 2022-05-20 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 on 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,500 | $39.32 | $176,930.10 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,416.4563 F1 · price: Weighted average sale price of price range between $38.97 and $39.58. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 7,428 | $10.35 | $76,879.80 |
DisclosureSEC source: 0001127602-22-009010 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,916.4563 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 08, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,508 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,510 Underlying: Common Stock · 10,508 shares Expires 2022-05-20 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 on 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,400 | $38.46 | $246,133.12 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,488.4563 F2 · price: Weighted average sale price of price range between $38.06 and $38.91 Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,508 | $10.35 | $108,757.80 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,888.4563 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 07, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,982 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,018 Underlying: Common Stock · 9,982 shares Expires 2022-05-20 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 on 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,057 | $39.03 | $236,423.49 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,380.4563 F1 · price: Weighted average sale price of price range between $38.88 and $39.23. Will provide upon request number shares sold at each separate price. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,982 | $10.35 | $103,313.70 |
DisclosureSEC source: 0001127602-22-008770 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,437.4563 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 04, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 2,304 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · derivative · entry 9 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 2,304 shares Expires 2022-05-20 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 04, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,413 | $38.83 | $54,870.89 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,440.2013 F3 · price: Weighted average sale price of price range between $38.8301 and $38.84. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 04, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 2,304 | $10.35 | $23,846.40 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,853.2013 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 03, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 8,019 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,304 Underlying: Common Stock · 8,019 shares Expires 2022-05-20 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,880 | $38.57 | $188,204.52 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,549.2013 F2 · price: Weighted average sale price of price range between $38.32 and $38.85. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 8,019 | $10.35 | $82,996.65 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,429.2013 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 02, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,015 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,323 Underlying: Common Stock · 10,015 shares Expires 2022-05-20 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,107 | $38.23 | $233,493.21 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,410.2013 F1 · price: Weighted average sale price of price range between $37.90 and $38.39 Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,015 | $10.35 | $103,655.25 |
DisclosureSEC source: 0001127602-22-008254 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,517.2013 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 01, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,922 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,338 Underlying: Common Stock · 9,922 shares Expires 2022-05-20 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 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,076 | $37.81 | $229,733.56 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,502.2013 F2 · price: Weighted average sale price of price range between $37.425 and $38.70. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,922 | $10.35 | $102,692.70 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,578.2013 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 |
| February 28, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 16,390 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,260 Underlying: Common Stock · 16,390 shares Expires 2022-05-20 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 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 9,966 | $39.00 | $388,705.89 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,656.2013 F1 · price: Weighted average sale price of price range between $38.435 and $39.25. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 16,390 | $10.35 | $169,636.50 |
DisclosureSEC source: 0001127602-22-007650 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,622.2013 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 |
| February 23, 2022 Filed Feb 25, 2022 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 13,350 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-006801 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,650 Underlying: Common Stock · 13,350 shares Expires 2022-05-20 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 33,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006801 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 377,521 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 33,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006801 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,232.2013 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,192 | $37.58 | $307,821.77 |
DisclosureSEC source: 0001127602-22-006801 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,652.2013 F1 · price: Weighted average sale price of price range between $37.18 and $37.95. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 13,350 | $10.35 | $138,172.50 |
DisclosureSEC source: 0001127602-22-006801 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,844.2013 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 |
| February 11, 2022 Filed Feb 15, 2022 23:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 28,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005136 · form4.xml · derivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,372 Underlying: Common Stock · 28,372 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 29,851 | $38.12 | $1,137,920.12 |
DisclosureSEC source: 0001127602-22-005136 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,496.2013 F2 · kind: Shares sold to cover taxes on grant of Performance Share Units shares. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 64,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005136 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,347.2013 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:21 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 28,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005271 · form4a.xml · derivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,372 Underlying: Common Stock · 28,372 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:21 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 29,853 | $38.12 | $1,137,996.36 |
DisclosureSEC source: 0001127602-22-005271 · form4a.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,494.2013 F2 · kind: Shares sold to cover taxes on grant of Performance Share Units shares. Tax program errors corrected on this Form 4 Amendment. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:21 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 64,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005271 · form4a.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,347.2013 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| December 17, 2021 Filed Feb 14, 2022 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 302,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004895 · form5.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By spousal trust Disclosed balance after: 302,000 Read SEC document |
| December 17, 2021 Filed Feb 14, 2022 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 302,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004895 · form5.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 344,101 Read SEC document |
| December 16, 2021 Filed Feb 14, 2022 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 54,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004895 · form5.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 344,101 Read SEC document |
| December 16, 2021 Filed Feb 14, 2022 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 54,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004895 · form5.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,077.7979 Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 15,930 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 15,930 shares Expires 2022-05-20 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 09, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,053 | $33.70 | $338,758.96 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,848.9882 F3 · price: Weighted average sale price of price range between between $33.47 and $33.97. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 15,930 | $10.35 | $164,875.50 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,901.9882 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 18,569 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,930 Underlying: Common Stock · 18,569 shares Expires 2022-05-20 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 08, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,718 | $33.73 | $395,264.55 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,971.9882 F2 · price: Weighted average sale price of price range between $33.54 and $33.95. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 18,569 | $10.35 | $192,189.15 |
DisclosureSEC source: 0001127602-21-025119 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,689.9882 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 · kind: Consists of Options granted 05/10/2016 vesting in 25% increments each year beginning 05/10/2017 and expiring on 05/10/2022. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 26,067 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,499 Underlying: Common Stock · 26,067 shares Expires 2022-05-20 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.