Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | Director | January 02, 2026 | January 06, 2026 |
| CBIZ, Inc.CBZ · Entity 4243 | Director | May 15, 2026 | May 19, 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.
AUTONATION, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 22,434 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,210 · Balance 22,434 F1: 2026 grant of 1,210 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2024 Non-Employee Director Equity Plan (the "2024 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2024 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2024 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Limited Partnership | 44,069 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,069 |
Filing footnotes · ownership attribution and instrument terms
F1: 2026 grant of 1,210 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2024 Non-Employee Director Equity Plan (the "2024 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2024 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2024 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company.
CBIZ, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,412 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 6,051 · Balance 8,412 F1: Restricted stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Partnership | 179,454 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 179,454 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.
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 |
|---|---|---|---|---|---|---|
| July 24, 2020 Filed Jul 28, 2020 20:32 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 5,000 | $40.37 | $201,850.00 |
DisclosureSEC source: 0000350698-20-000099 · wf-form4_159596826921451.xml · nonDerivative · entry 3 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,630 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 |
| July 24, 2020 Filed Jul 28, 2020 20:32 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 5,000 | $34.51 | $172,550.00 |
DisclosureSEC source: 0000350698-20-000099 · wf-form4_159596826921451.xml · nonDerivative · entry 2 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,630 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 |
| July 24, 2020 Filed Jul 28, 2020 20:32 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 5,000 | $32.50 | $162,500.00 |
DisclosureSEC source: 0000350698-20-000099 · wf-form4_159596826921451.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016923 · form4.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,066 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:35 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 5,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-20-000009 · wf-form4_157835008316541.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,630 F1 · kind: 2020 grant of 5,110 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:00 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018198 · form4.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,307 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting F1 · kind: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:14 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 6,934 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-19-000009 · wf-form4_154664007740102.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,520 F1 · kind: 2019 grant of 6,934 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 20:46 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionStock Option (right to buy) · Derivative | 15,192 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0000350698-18-000122 · wf-form4_153505719831561.xml · derivative · entry 3 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 15,192 shares Expires 2020-01-04 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. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 20:46 UTC | AUTONATION, INC. AN · Entity 3730 | SaleCommon Stock, par value $0.01 per share | 15,192 | $46.95 | $713,264.40 |
DisclosureSEC source: 0000350698-18-000122 · wf-form4_153505719831561.xml · nonDerivative · entry 2 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,586 Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 20:46 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 15,192 | $19.15 | $290,926.80 |
DisclosureSEC source: 0000350698-18-000122 · wf-form4_153505719831561.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionStock Option (right to buy) · Derivative | 4,708 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · derivative · entry 6 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,192 Underlying: Common Stock, par value $0.01 per share · 4,708 shares Expires 2020-01-04 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. Read SEC document |
| August 20, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | SaleCommon Stock, par value $0.01 per share | 4,708 | $47.00 | $221,278.82 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · nonDerivative · entry 4 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,586 F1 · price: This transaction was executed in multiple trades at prices ranging from $47 to $47.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| August 20, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 4,708 | $19.15 | $90,158.20 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · nonDerivative · entry 3 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,294 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionStock Option (right to buy) · Derivative | 100 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · derivative · entry 5 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,900 Underlying: Common Stock, par value $0.01 per share · 100 shares Expires 2020-01-04 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. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | SaleCommon Stock, par value $0.01 per share | 100 | $47.00 | $4,700.00 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · nonDerivative · entry 2 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,586 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 21:31 UTC | AUTONATION, INC. AN · Entity 3730 | Exercise / conversionCommon Stock, par value $0.01 per share | 100 | $19.15 | $1,915.00 |
DisclosureSEC source: 0000350698-18-000120 · wf-form4_153480069013661.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,686 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 07, 2018 Filed Feb 9, 2018 18:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002377 · doc4.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,200 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:58 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 4,764 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-18-000010 · wf-form4_151510309588762.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,586 F1 · kind: 2018 grant of 4,764 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002793 · doc4.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,008 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:43 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-17-000010 · wf-form4_148365622538125.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,822 F1 · kind: 2017 grant of 5,073 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| December 12, 2016 Filed Dec 23, 2016 14:52 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043669 · doc4.xml · nonDerivative · entry 2 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,225 F1 · date: Late filing due to broker's failure to provide timely notice of transaction. F2 · kind: Transfer to charitable gift trust. Read SEC document |
| December 06, 2016 Filed Dec 23, 2016 14:52 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043669 · doc4.xml · nonDerivative · entry 1 BURDICK RICK L · CIK 0001015719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,625 F1 · date: Late filing due to broker's failure to provide timely notice of transaction. F2 · kind: Transfer to charitable gift trust. 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.