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 07, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 16,435 | $33.84 | $556,224.50 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,120.9882 F3 · price: Weighted average sale price of price range between between $33.67 and $34.15. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 26,067 | $10.35 | $269,793.45 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,555.9882 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 03, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,655 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,566 Underlying: Common Stock · 11,655 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 03, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 7,325 | $34.26 | $250,923.74 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,488.9882 F2 · price: Weighted average sale price of price range between $34.13 and $34.39. Will provide upon request number of shares at each separate price. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,655 | $10.35 | $120,629.25 |
DisclosureSEC source: 0001127602-21-025003 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,813.9882 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 02, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 13,001 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,221 Underlying: Common Stock · 13,001 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 02, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,146 | $34.60 | $281,871.97 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,158.9882 F3 · price: Weighted average sale price of price range between $34.46 and $34.85. Will provide upon request number of shares at each separate price. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 13,001 | $10.35 | $134,560.35 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,304.9882 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 01, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 4,778 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,222 Underlying: Common Stock · 4,778 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 01, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,000 | $34.33 | $102,981.00 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,303.9882 F2 · price: Weighted average sale price of price range between $34.27 and $34.43. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,778 | $10.35 | $49,452.30 |
DisclosureSEC source: 0001127602-21-024875 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,303.9882 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 |
| March 15, 2021 Filed Mar 16, 2021 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 34,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010796 · 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: 591,264 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 34,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010796 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,436.8147 F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 13:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 40,681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005594 · form4.xml · derivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,681 Underlying: Common Stock · 40,681 shares Expires 2024-02-11 F1 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2022. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 6,613 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,613 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,613 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,613 | $25.34 | $167,596.57 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F3 · price: Weighted average sale price of price range between $25.27 and $25.44. Will provide upon request number of shares at each separate price. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 6,613 | $9.35 | $61,831.55 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,255.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $25.21 | $277,363.90 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F2 · price: Weighted average sale price of price range between between $25.10 and $25.40. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-031168 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 25,311 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · derivative · entry 13 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,613 Underlying: Common Stock · 25,311 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · derivative · entry 12 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,924 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 25,311 | $25.33 | $641,082.07 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F4 · price: Weighted average sale price of price range between $25.13 and $25.45. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 25,311 | $9.35 | $236,657.85 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,953.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $25.11 | $276,197.90 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F3 · price: Weighted average sale price of price range between between $25.00 and $25.23. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 828 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · derivative · entry 11 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,924 Underlying: Common Stock · 828 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · derivative · entry 10 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,752 Underlying: Common Stock · 10,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 828 | $25.00 | $20,700.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 828 | $9.35 | $7,741.80 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,470.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $24.72 | $247,241.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F2 · price: Weighted average sale price of price range between between $24.59 and $24.82. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,000 | $9.35 | $93,500.00 |
DisclosureSEC source: 0001127602-20-031068 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 1,248 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · derivative · entry 10 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,752 Underlying: Common Stock · 1,248 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · derivative · entry 9 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,248 | $25.00 | $31,204.74 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F4 · price: Weighted average sale price of price range between $25.00 and $25.02. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 1,248 | $9.35 | $11,668.80 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,890.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $24.76 | $272,340.20 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F3 · price: Weighted average sale price of price range between between $24.475 and $24.92. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,000 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. F1 · kind: Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $24.62 | $270,801.30 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F2 · price: Weighted average sale price of price range between $24.20 and $24.85. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 21:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-030845 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · derivative · entry 8 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,000 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $24.23 | $266,510.20 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F3 · price: Weighted average sale price of price range between between $24.02 and $24.41. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 11,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · derivative · entry 7 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,000 Underlying: Common Stock · 11,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 11,000 | $24.14 | $265,584.00 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,642.2622 F2 · price: Weighted average sale price of price range between $24.01 and $24.35. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 23:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 11,000 | $9.35 | $102,850.00 |
DisclosureSEC source: 0001127602-20-030631 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,642.2622 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 36,285 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008610 · form4.xml · derivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,285 Underlying: Common Stock · 36,285 shares Expires 2023-02-27 F1 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-27-2021. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 21:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 556,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035075 · 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: 556,976 F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 21:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 556,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035075 · form4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,350.0385 F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members. 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.