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 |
|---|---|---|---|---|---|---|
| December 12, 2017 Filed Dec 13, 2017 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 47,378 | $14.95 | $708,301.10 |
DisclosureSEC source: 0001225208-17-018600 · doc4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,731.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · price: Average price between $14.95 and $15.032. Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 67,993 | $5.87 | $399,118.91 |
DisclosureSEC source: 0001225208-17-018600 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,109.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,869 | $5.87 Strike: $5.87 | $22,711.03 |
DisclosureSEC source: 0001225208-17-018600 · doc4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,993 Underlying: Common stock · 3,869 shares Expires 2018-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,696 | $14.95 | $40,305.20 |
DisclosureSEC source: 0001225208-17-018600 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584,116.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 3,869 | $5.87 | $22,711.03 |
DisclosureSEC source: 0001225208-17-018600 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,812.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 30,000 | $5.87 Strike: $5.87 | $176,100.00 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,862 Underlying: Common stock · 30,000 shares Expires 2018-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 20,913 | $14.95 | $312,649.35 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,943.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · price: Average price between $14.95 and $14.97. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 30,000 | $5.87 | $176,100.00 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,856.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 138 | $5.87 Strike: $5.87 | $810.06 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,862 Underlying: Common stock · 138 shares Expires 2018-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 100 | $15.05 | $1,505.00 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,856.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 138 | $5.87 | $810.06 |
DisclosureSEC source: 0001225208-17-018484 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,956.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,000 | $5.87 Strike: $5.87 | $17,610.00 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,000 Underlying: Common stock · 3,000 shares Expires 2018-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,089 | $15.05 | $31,439.45 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,818.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 3,000 | $5.87 | $17,610.00 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,907.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $5.87 Strike: $5.87 | $29,350.00 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common stock · 5,000 shares Expires 2018-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 3,480 | $15.05 | $52,374.00 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,907.2715 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 5,000 | $5.87 | $29,350.00 |
DisclosureSEC source: 0001225208-17-018321 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 576,387.2715 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 4,271 | $15.25 | $65,132.75 |
DisclosureSEC source: 0001225208-17-009983 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,124.8976 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2017 Filed May 17, 2017 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 5,932 | $15.25 | $90,463.00 |
DisclosureSEC source: 0001225208-17-009983 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,395.8976 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:21 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 180,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001225208-17-009496 · doc4.xml · derivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common stock · 180,000 shares Expires 2023-05-10 F4 · security: Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:21 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 5,694 | $15.55 | $88,541.70 |
DisclosureSEC source: 0001225208-17-009496 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,327.8976 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:21 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009496 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,021.8976 F2 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy. F3 · price: No consideration was provided for this grant. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:21 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 5,932 | $15.45 | $91,649.40 |
DisclosureSEC source: 0001225208-17-009496 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,021.8976 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 12,173 | $7.41 Strike: $7.41 | $90,201.93 |
DisclosureSEC source: 0001225208-17-006610 · doc4.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 · 12,173 shares Expires 2017-04-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 9,801 | $14.13 | $138,486.17 |
DisclosureSEC source: 0001225208-17-006610 · doc4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,912.1788 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F4 · price: Average price range between $14.05 and $14.15. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 12,173 | $7.41 | $90,201.93 |
DisclosureSEC source: 0001225208-17-006610 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,713.1788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 15,500 | $7.41 Strike: $7.41 | $114,855.00 |
DisclosureSEC source: 0001225208-17-006610 · doc4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,173 Underlying: Common stock · 15,500 shares Expires 2017-04-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 11,928 | $14.12 | $168,391.15 |
DisclosureSEC source: 0001225208-17-006610 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,540.1788 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · price: Average Price range between $14.05 and $14.234. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 15,500 | $7.41 | $114,855.00 |
DisclosureSEC source: 0001225208-17-006610 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,468.1788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 39,163 | $7.41 Strike: $7.41 | $290,197.83 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · derivative · entry 6 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,673 Underlying: Common stock · 39,163 shares Expires 2017-04-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 30,000 | $14.03 | $420,750.00 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · nonDerivative · entry 4 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,968.1788 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F4 · price: Average price range between $13.975 and $14.10. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 39,163 | $7.41 | $290,197.83 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · nonDerivative · entry 3 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,968.1788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 43,164 | $7.41 Strike: $7.41 | $319,845.24 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · derivative · entry 5 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,836 Underlying: Common stock · 43,164 shares Expires 2017-04-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 32,763 | $13.89 | $455,110.83 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · nonDerivative · entry 2 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,763.776 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · price: Average price range between $13.875 and $14.025. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 43,164 | $7.41 | $319,845.24 |
DisclosureSEC source: 0001225208-17-006422 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,526.776 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 20:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 9,090 | $11.08 | $100,717.20 |
DisclosureSEC source: 0001225208-16-039387 · doc4.xml · nonDerivative · entry 1 GRISKO JEROME P · CIK 0001251094 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,074.1899 F1 · shares: Shares sold to cover taxes under-withheld upon exercise of options in 2015 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.