Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | President, Employee Services | March 06, 2026 | March 10, 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 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 389,718 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 21,760 · Balance 389,718 F1: On March 6, 2026, the reporting person was granted 21,760 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 6, 2026, the reporting person was granted 21,760 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.
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 06, 2026 Filed Mar 10, 2026 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 21,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000051 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,718 F1 · kind: On March 6, 2026, the reporting person was granted 21,760 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 21:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,059 | $27.84 | $29,482.56 |
DisclosureSEC source: 0000944148-26-000026 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,958 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 14, 2025. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 4,766 | $30.47 | $145,220.02 |
DisclosureSEC source: 0000944148-26-000018 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,017 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 10,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000018 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,783 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2023. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,116 | $34.29 | $38,267.64 |
DisclosureSEC source: 0000944148-26-000010 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,160 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 21:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000944148-26-000004 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,053 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 21:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,370 | $38.27 | $52,429.90 |
DisclosureSEC source: 0000944148-26-000004 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,276 Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 21:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000944148-26-000004 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,646 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 7,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005251 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,593 F1 · kind: On February 14, 2025, the reporting person was granted 7,078 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 6,557 | $87.24 | $572,032.68 |
DisclosureSEC source: 0001127602-25-004954 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,515 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 14,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004954 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,072 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2022. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004631 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,748 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,681 | $88.03 | $147,978.43 |
DisclosureSEC source: 0001127602-25-004631 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,454 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004631 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,135 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 09, 2025 Filed Feb 11, 2025 21:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,116 | $88.00 | $98,208.00 |
DisclosureSEC source: 0001127602-25-004176 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,387 F2 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,052 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004176 · form4.xml · derivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,053 Underlying: Common Stock · 3,052 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,369 | $88.00 | $120,472.00 |
DisclosureSEC source: 0001127602-25-004176 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,503 Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,052 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004176 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,872 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · derivative · entry 9 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,748 Underlying: Common Stock · 3,748 shares Expires not disclosed 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. F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · price: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. F7 · derivative.expiration_date: On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 5,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · derivative · entry 8 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,374 shares Expires not disclosed 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. F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On February 11, 2021, the reporting person was granted 16,121 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. F6 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 16,121 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,681 | $66.07 | $111,063.67 |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 7 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,820 F5 · kind: Tax related vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,501 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. F4 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 2,411 | $66.07 | $159,294.77 |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,753 F5 · kind: Tax related vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,164 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. F4 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 7,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,790 F3 · kind: On February 9, 2024, the reporting person was granted 7,464 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 14,461 | $66.07 | $955,438.27 |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,326 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 32,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004874 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,787 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2021. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004579 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,105 Underlying: Common Stock · 3,053 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,511 | $65.13 | $98,411.43 |
DisclosureSEC source: 0001127602-24-004579 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,545 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004579 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,056 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 24,875 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,875 shares Expires 2024-05-09 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. F3 · security: Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. Read SEC document |
| February 28, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 24,875 | $51.21 | $1,273,933.33 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,003 F2 · price: Weighted average sale price of price range between $50.51 and $51.82. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 28, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 24,875 | $19.45 | $483,818.75 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,878 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 27, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 47,125 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,875 Underlying: Common Stock · 47,125 shares Expires 2024-05-09 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. F3 · security: Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 47,125 | $51.23 | $2,414,284.44 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,003 F1 · price: Weighted average sale price of price range between $50.83 and $51.65. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 47,125 | $19.45 | $916,581.25 |
DisclosureSEC source: 0001127602-23-007595 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,128 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 08, 2023 Filed Feb 10, 2023 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 9,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004450 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,158 Underlying: Common Stock · 9,158 shares Expires 2026-02-08 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-8-2024. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 13,458 | $48.40 | $651,367.20 |
DisclosureSEC source: 0001127602-23-004450 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,003 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 28,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004450 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,461 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2020. Read SEC document |
| May 04, 2022 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 24,728 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-009101 · form4a.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,097 Underlying: Common Stock · 24,728 shares Expires 2022-05-10 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. F4 · shares: On May 6, 2021, the Corporate Secretary filed a Form 4 that inadvertently failed to report the exercise and sale of 24,728 options on May 4, 2021. Read SEC document |
| May 04, 2022 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 24,728 | $10.35 | $255,934.80 |
DisclosureSEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 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 16, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,200 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,200 shares Expires 2023-05-10 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. F3 · kind: Consists of Options granted on 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 9,200 | $40.20 | $369,854.72 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,975 F2 · price: Weighted average sale price of price range between $40.01 and $40.48. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,200 | $15.55 | $143,060.00 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,175 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 |
| March 15, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 19,730 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,200 Underlying: Common Stock · 19,730 shares Expires 2023-05-10 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. F3 · kind: Consists of Options granted on 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 19,730 | $40.00 | $789,132.92 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,975 F1 · price: Weighted average sale price of price range between $39.63 and $40.25. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 19,730 | $15.55 | $306,801.50 |
DisclosureSEC source: 0001127602-22-009734 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,705 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 |
| March 14, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,729 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009324 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,930 Underlying: Common Stock · 9,729 shares Expires 2023-05-10 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. F3 · kind: Consists of Options granted on 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 9,729 | $39.32 | $382,527.74 |
DisclosureSEC source: 0001127602-22-009324 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,975 F2 · price: Weighted average sale price of price range between $38.93 and $39.53. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,729 | $15.55 | $151,285.95 |
DisclosureSEC source: 0001127602-22-009324 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,704 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.