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 11, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,936 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009324 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,659 Underlying: Common Stock · 5,936 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 11, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,936 | $39.09 | $232,045.96 |
DisclosureSEC source: 0001127602-22-009324 · 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 $38.75 and $39.48. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,936 | $15.55 | $92,304.80 |
DisclosureSEC source: 0001127602-22-009324 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,911 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 10, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,505 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,595 Underlying: Common Stock · 7,505 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 10, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 7,505 | $39.11 | $293,531.06 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 F2 · price: Weighted average sale price of price range between $38.76 and $39.59. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 7,505 | $15.55 | $116,702.75 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,208 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 09, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,100 Underlying: Common Stock · 5,000 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 09, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $39.33 | $196,632.50 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 F1 · price: Weighted average sale price of price range between $38.94 and $39.56. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,000 | $15.55 | $77,750.00 |
DisclosureSEC source: 0001127602-22-009013 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,703 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. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,100 Underlying: Common Stock · 10,000 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 07, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $39.11 | $391,097.00 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 F2 · price: Weighted average sale price of price range between $38.895 and $39.45 Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,000 | $15.55 | $155,500.00 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,703 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. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 4,900 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,100 Underlying: Common Stock · 4,900 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 04, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,900 | $39.03 | $191,227.89 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 F1 · price: Weighted average sale price of price range between $38.91 and $39.19. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:02 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,900 | $15.55 | $76,195.00 |
DisclosureSEC source: 0001127602-22-008555 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,603 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 11, 2022 Filed Feb 16, 2022 00:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 11,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005157 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244 Underlying: Common Stock · 11,244 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 11,943 | $38.12 | $455,267.16 |
DisclosureSEC source: 0001127602-22-005157 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,704 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 25,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005157 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,647 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:19 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 11,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005269 · form4a.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244 Underlying: Common Stock · 11,244 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:19 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 11,944 | $38.12 | $455,305.28 |
DisclosureSEC source: 0001127602-22-005269 · form4a.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,703 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Tax program error corrected on this Form 4 Amendment. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:19 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 25,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005269 · form4a.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,647 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,097 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-015757 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,728 Underlying: Common Stock · 5,097 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. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,097 | $33.86 | $172,576.77 |
DisclosureSEC source: 0001127602-21-015757 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F2 · price: Weighted average sale price of price range between $33.63 and $34.12. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,097 | $10.35 | $52,753.95 |
DisclosureSEC source: 0001127602-21-015757 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,281 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 |
| May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,097 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-22-009101 · form4a.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 · 5,097 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. Read SEC document |
| May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,097 | $33.86 | $172,576.77 |
DisclosureSEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,456 F3 · price: Weighted average sale price of price range between $33.63 and $34.12. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 05, 2021 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,097 | $10.35 | $52,753.95 |
DisclosureSEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,553 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 |
| May 04, 2021 Filed Mar 14, 2022 20:09 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 24,728 | $34.19 | $845,363.77 |
DisclosureSEC source: 0001127602-22-009101 · form4a.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,456 F2 · price: Weighted average sale price of price range between $33.83 and $34.29. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 31,931 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,825 Underlying: Common Stock · 31,931 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. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 31,931 | $34.12 | $1,089,578.32 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F3 · price: Weighted average sale price of price range between $33.60 and $34.39. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 31,931 | $10.35 | $330,485.85 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,115 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 |
| April 30, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,244 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,756 Underlying: Common Stock · 10,244 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. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,244 | $33.62 | $344,366.40 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,164 F2 · price: Weighted average sale price of price range between $33.53 and $33.70. Will provide upon request number of shares sold at each separate price. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,244 | $10.35 | $106,025.40 |
DisclosureSEC source: 0001127602-21-015178 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,428 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 |
| February 22, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 14,778 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-007191 · 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 · 14,778 shares Expires 2021-05-15 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 22, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 14,778 | $30.10 | $444,860.66 |
DisclosureSEC source: 0001127602-21-007191 · form4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F3 · price: Weighted average sale price of price range between $29.33 and $30.39. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 14,778 | $9.35 | $138,174.30 |
DisclosureSEC source: 0001127602-21-007191 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,962 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 21,222 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-007191 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,778 Underlying: Common Stock · 21,222 shares Expires 2021-05-15 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 19, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 21,222 | $29.35 | $622,923.00 |
DisclosureSEC source: 0001127602-21-007191 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F2 · price: Weighted average sale price of price range between $29.365 and $29.43. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 12:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 21,222 | $9.35 | $198,425.70 |
DisclosureSEC source: 0001127602-21-007191 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,406 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 Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 13:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 16,121 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005583 · form4.xml · derivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,121 Underlying: Common Stock · 16,121 shares Expires 2024-02-11 F1 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2022. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 36,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-022688 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 36,000 shares Expires 2021-05-15 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 05-15-15 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 36,000 | $23.33 | $839,764.80 |
DisclosureSEC source: 0001127602-20-022688 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F2 · price: Weighted average sale price of price range between $23.02 and $23.74. Will provide upon request number of shares sold at each separate price. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 36,000 | $9.35 | $336,600.00 |
DisclosureSEC source: 0001127602-20-022688 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,184 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 05-15-15 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:47 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 14,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008603 · form4.xml · derivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,379 Underlying: Common Stock · 14,379 shares Expires 2023-02-27 F1 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-27-2021. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 21:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 35,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-034871 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2020-05-14 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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 21:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 35,000 | $27.01 | $945,350.00 |
DisclosureSEC source: 0001127602-19-034871 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F2 · price: Weighted average sale price of price range between $27.10 and $26.90. Will provide upon request number of shares sold at each separate price. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 21:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 35,000 | $8.36 | $292,600.00 |
DisclosureSEC source: 0001127602-19-034871 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,184 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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 22:58 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 35,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-032225 · form4.xml · derivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2020-05-14 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: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 22:58 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 35,000 | $26.58 | $930,300.00 |
DisclosureSEC source: 0001127602-19-032225 · form4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F2 · price: Weighted average sale price of price range between $26.50 and $26.64. Will provide upon request number of shares sold at each separate price. 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.