Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 57,229 |
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 57,229 F1: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. |
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 20:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000082 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,229 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 2,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015080 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,178 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015281 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,817 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 10, 2023 Filed May 12, 2023 19:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015391 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,868 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 09, 2022 Filed May 11, 2022 14:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014064 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,846 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,500 | $33.91 | $84,783.00 |
DisclosureSEC source: 0001127602-21-024998 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,842 F1 · price: Weighted average sale price of price range between $33.95 and $33.90. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016876 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,342 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 05, 2021 Filed May 7, 2021 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,000 | $34.16 | $68,313.80 |
DisclosureSEC source: 0001127602-21-015891 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,604 F1 · price: Weighted average sale price of price range between $34.15 and $34.17. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,941 | $25.71 | $49,903.11 |
DisclosureSEC source: 0001127602-20-031974 · form4.xml · nonDerivative · entry 2 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,604 Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 100 | $25.74 | $2,574.00 |
DisclosureSEC source: 0001127602-20-031974 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,545 Read SEC document |
| August 11, 2020 Filed Aug 14, 2020 11:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,500 | $25.21 | $63,025.00 |
DisclosureSEC source: 0001127602-20-023572 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,645 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016905 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,145 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 |
| February 27, 2020 Filed Feb 28, 2020 21:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,096 | $26.08 | $106,831.87 |
DisclosureSEC source: 0001127602-20-008374 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,386 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,000 | $20.41 | $40,816.00 |
DisclosureSEC source: 0001127602-19-021811 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,482 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018176 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,482 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 |
| March 15, 2019 Filed Mar 19, 2019 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,500 | $20.14 | $70,497.00 |
DisclosureSEC source: 0001127602-19-012233 · form4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,375 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. F2 · 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 |
| February 07, 2018 Filed Feb 9, 2018 18:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002383 · doc4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,875 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 |
| February 22, 2017 Filed Feb 23, 2017 21:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 8,500 | $13.56 | $115,265.10 |
DisclosureSEC source: 0001225208-17-004362 · doc4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,683 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002799 · doc4.xml · nonDerivative · entry 1 SLOTKIN TODD J · CIK 0001184025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,183 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.