Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.DCF · Entity 110740 | Director | October 26, 2017 | October 26, 2017 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.NONE · Entity 110730 | Director | August 27, 2019 | August 27, 2019 |
| BNY Mellon Alcentra Opportunistic Global Credit Income FundNONE · Entity 128211 | Director | October 06, 2021 | October 06, 2021 |
| CBIZ, Inc.CBZ · Entity 4243 | Director | March 10, 2026 | March 11, 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.
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.
Report date October 26, 2017 · Filed October 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $.001 Per ShareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-10-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.
Report date August 27, 2019 · Filed August 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $.001 Per ShareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-08-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
BNY Mellon Alcentra Opportunistic Global Credit Income Fund
Report date October 06, 2021 · Filed October 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Institutional Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-10-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
CBIZ, Inc.
Report date March 10, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 18,000 |
Reported balance
After 2026-03-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-10 · Sale · Disposed 17,956 · Balance 18,000 F1: Weighted average sale price of price range between $25.91 and $26.70. The reporting person will provide, upon request, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Direct | 3,336 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,336 |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average sale price of price range between $25.91 and $26.70. The reporting person will provide, upon request, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 11, 2026 20:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 17,956 | $26.39 | $473,912.71 |
DisclosureSEC source: 0000944148-26-000055 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 18,000 F1 · price: Weighted average sale price of price range between $25.91 and $26.70. The reporting person will provide, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 23:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,288 | $49.54 | $410,612.38 |
DisclosureSEC source: 0000944148-25-000033 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 35,956 F1 · price: Weighted average sale price of price range between $49.50 and $49.585. The reporting person will provide, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: 2,485 shares previously reported as directly held were contributed to a trust of which the reporting person is the sole trustee and beneficiary during her lifetime and are now reported as indirectly owned. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 2,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015078 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,821 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 |
| March 06, 2025 Filed Mar 10, 2025 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,526 | $71.75 | $468,214.40 |
DisclosureSEC source: 0001127602-25-008931 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 41,759 F1 · price: Weighted average sale price of price range between $71.55 and $72.05. Will provide upon request number of shares sold at each separate price. F2 · balance_after: 3,033 shares previously reported as directly held were contributed to a trust of which the reporting person is the sole trustee and beneficiary during her lifetime and are now reported as indirectly owned. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015285 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,492 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 |
| August 03, 2023 Filed Aug 7, 2023 20:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 7,519 | $54.01 | $406,116.23 |
DisclosureSEC source: 0001127602-23-022130 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 45,252 F1 · price: Weighted average sale price of price range between $54.00 and $54.055. Will provide upon request, number of shares sold at each separate price. Read SEC document |
| May 10, 2023 Filed May 12, 2023 19:42 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015394 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,543 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 20, 2022 Filed May 20, 2022 21:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,482 | $38.32 | $248,390.89 |
DisclosureSEC source: 0001127602-22-015323 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,521 F1 · price: Weighted average sale price of price range between $38.2591 and $38.3691. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 09, 2022 Filed May 11, 2022 14:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014066 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,003 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 |
| October 11, 2021 Filed Oct 13, 2021 22:00 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,100 | $33.83 | $71,047.62 |
DisclosureSEC source: 0001127602-21-027034 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999 F1 · security: This sale was executed as part of a 10b5-1 plan executed on May 15, 2021, and which runs through December 1, 2021. F2 · price: Weighted average sale price of price range between $34.72 and $34.92. Will provide upon request number of shares sold at each separate price. Read SEC document |
| July 12, 2021 Filed Jul 14, 2021 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,100 | $32.00 | $67,191.60 |
DisclosureSEC source: 0001127602-21-021934 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 52,771 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2021, and which runs through December 1, 2021. F2 · price: Weighted average sale price of price range between $31.90 and $32.21. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016874 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 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 |
| April 12, 2021 Filed Apr 14, 2021 22:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,200 | $33.49 | $140,667.24 |
DisclosureSEC source: 0001127602-21-013727 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,361 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $33.38 and $33.70. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 13:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $24.48 | $17,136.98 |
DisclosureSEC source: 0001127602-20-030352 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,561 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $24.42 and $24.56. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 13:54 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $23.10 | $16,168.53 |
DisclosureSEC source: 0001127602-20-028063 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,261 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $23.035 and $23.22. Will provide upon request number of shares sold at each separate price. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 12:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $22.88 | $16,012.50 |
DisclosureSEC source: 0001127602-20-026419 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,961 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $22.73 and $23.02. Will provide upon request number of shares sold at each separate price. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 11:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $24.22 | $16,951.90 |
DisclosureSEC source: 0001127602-20-024674 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,661 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $24.13 and $24.265. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $24.33 | $17,027.99 |
DisclosureSEC source: 0001127602-20-022866 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 21:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 700 | $24.02 | $16,812.60 |
DisclosureSEC source: 0001127602-20-020670 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,061 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on May 15, 2020, and which runs through December 1, 2020. F2 · price: Weighted average sale price of price range between $24.01 and $24.225. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,200 | $21.00 | $67,200.00 |
DisclosureSEC source: 0001127602-20-016904 · form4.xml · nonDerivative · entry 2 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,761 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016904 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,961 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 |
| April 01, 2020 Filed Apr 3, 2020 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $20.24 | $32,388.96 |
DisclosureSEC source: 0001127602-20-013080 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 54,871 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $20.22 and $20.25. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $26.07 | $41,707.20 |
DisclosureSEC source: 0001127602-20-009384 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 56,471 F1 · kind: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $26.12 and $26.00. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:32 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $27.22 | $43,547.52 |
DisclosureSEC source: 0001127602-20-003754 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 58,071 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $27.23 and $27.165. Will provide upon request number of shares sold at each separate price. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $26.92 | $43,074.56 |
DisclosureSEC source: 0001127602-20-001143 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 59,671 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $27.095 and $26.865. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $26.75 | $42,803.04 |
DisclosureSEC source: 0001127602-19-034254 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 61,271 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $26.70 and $26.915. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $27.45 | $43,914.08 |
DisclosureSEC source: 0001127602-19-031898 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 62,871 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $27.40 and $27.50. Will provide upon request number of shares sold at each separate price. Read SEC document |
| October 03, 2019 Filed Oct 4, 2019 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,600 | $23.15 | $37,047.68 |
DisclosureSEC source: 0001127602-19-030139 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 64,471 F1 · shares: This sale was executed as part of a 10b5-1 plan executed on September 3, 2019, and which runs through April 1, 2020. F2 · price: Weighted average sale price of price range between $23.10 and $23.50. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 66,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027160 · form4.xml · nonDerivative · entry 2 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 66,071 F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 66,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027160 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,202 F1 · shares: Shares were gifted to a revocable trust for the benefit of the reporting person's family members. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,684 | $20.40 | $319,986.54 |
DisclosureSEC source: 0001127602-19-021807 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,273 F1 · price: Weighted average sale price of price range between $20.35 and $20.44. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018208 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,957 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 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 21:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | GiftCommon Stock | 10,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037415 · form4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,850 F1 · kind: Charitable Gift Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002386 · doc4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,375 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 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002801 · doc4.xml · nonDerivative · entry 1 WILEY BENAREE PRATT · CIK 0001180622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,183 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.