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 |
|---|---|---|---|---|---|---|
| November 05, 2019 Filed Nov 7, 2019 22:58 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 35,000 | $8.36 | $292,600.00 |
DisclosureSEC source: 0001127602-19-032225 · 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 |
| March 20, 2019 Filed Apr 26, 2019 19:04 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 19,291 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016265 · form4a.xml · derivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,291 Underlying: Common Stock · 19,291 shares Expires 2022-03-20 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. F2 · derivative.exercise_price: Error in uploading electronic file, corrected as of 4/26/2019. F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. F3 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020. F3 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 16,800 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-19-008376 · 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 · 16,800 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F10 · security: Annual equity compensation award granted on 5-9-2013, vesting 25% in each of the four anniversaries following the grant date. F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 16,800 | $21.30 | $357,920.64 |
DisclosureSEC source: 0001127602-19-008376 · 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 F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy. F4 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. F5 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. F6 · security: Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16. F7 · security: Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock. F8 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock F9 · price: Weighted average sale price of price range between $21.25 and $21.38. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 16,800 | $6.52 | $109,536.00 |
DisclosureSEC source: 0001127602-19-008376 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,984 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F3 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy. F4 · security: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017. F5 · security: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. F6 · security: Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16. F7 · security: Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock. F8 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,200 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-19-007719 · form4.xml · derivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,800 Underlying: Common Stock · 3,200 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,200 | $21.26 | $68,044.80 |
DisclosureSEC source: 0001127602-19-007719 · 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 F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F2 · price: Weighted average sale price of price range between $21.25 and $21.29. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,200 | $6.52 | $20,864.00 |
DisclosureSEC source: 0001127602-19-007719 · form4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,384 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 15,000 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-19-007719 · form4.xml · derivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 15,000 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,000 | $21.27 | $318,994.50 |
DisclosureSEC source: 0001127602-19-007719 · 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 F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F2 · price: Weighted average sale price of price range between $21.25 and $21.29. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 15,000 | $6.52 | $97,800.00 |
DisclosureSEC source: 0001127602-19-007719 · form4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,184 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F1 · kind: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 6,800 | $6.52 Strike: $6.52 | $44,336.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · derivative · entry 9 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common stock · 6,800 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 6,800 | $22.16 | $150,681.88 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · nonDerivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F4 · price: Average price between $22.00 and $22.30. Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 6,800 | $6.52 | $44,336.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · nonDerivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,984 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 21,200 | $6.52 Strike: $6.52 | $138,224.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · derivative · entry 8 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,800 Underlying: Common stock · 21,200 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 21,200 | $22.31 | $472,948.68 |
DisclosureSEC source: 0001225208-18-010710 · doc4.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: Average price between $22.15 and $$22.50. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 21,200 | $6.52 | $138,224.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,384 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,000 | $6.52 Strike: $6.52 | $45,640.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · derivative · entry 7 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common stock · 7,000 shares Expires 2019-05-09 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. F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 7,000 | $21.92 | $153,447.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.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: Average price between $21.85 and $21.975. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 7,000 | $6.52 | $45,640.00 |
DisclosureSEC source: 0001225208-18-010710 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,184 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 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,866 | $19.60 | $36,573.60 |
DisclosureSEC source: 0001225208-18-009460 · doc4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,184 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,791 | $19.45 | $34,834.95 |
DisclosureSEC source: 0001225208-18-009460 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,050 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,866 | $19.50 | $36,387.00 |
DisclosureSEC source: 0001225208-18-009258 · doc4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,841 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,866 | $19.50 | $36,387.00 |
DisclosureSEC source: 0001225208-18-009258 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,707 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 72,000 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001225208-18-009158 · doc4.xml · derivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,000 Underlying: Common stock · 72,000 shares Expires 2024-05-09 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. F4 · price: Options priced at closing NYSE price of $19.45 on 05/09/2018. Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009158 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,573 F1 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy. F2 · price: No consideration was provided for this grant. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,841 | $5.87 Strike: $5.87 | $57,766.67 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · derivative · entry 9 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 9,841 shares Expires 2018-05-22 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 6,108 | $14.98 | $91,497.84 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 6 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,573 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. F4 · price: Average price between $14.95 and $15.02. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 9,841 | $5.87 | $57,766.67 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 5 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,681 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 35,000 | $5.87 Strike: $5.87 | $205,450.00 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · derivative · entry 8 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,841 Underlying: Common stock · 35,000 shares Expires 2018-05-22 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 25,159 | $5.87 Strike: $5.87 | $147,683.33 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · derivative · entry 7 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,841 Underlying: Common stock · 25,159 shares Expires 2018-05-22 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 35,000 | $14.95 | $523,250.00 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,840 F3 · price: Average price between $14.95 and $15.038. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 15,291 | $14.95 | $228,600.45 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,840 F2 · security: Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 25,159 | $5.87 | $147,683.33 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,131 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 35,000 | $5.87 | $205,450.00 |
DisclosureSEC source: 0001225208-17-018674 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,972 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 05-22-2012 at $5.87 exercise price, expiring 05-22-2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:41 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,054 | $15.25 | $31,323.50 |
DisclosureSEC source: 0001225208-17-009985 · doc4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,972 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2017 Filed May 17, 2017 20:41 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,971 | $15.25 | $30,057.75 |
DisclosureSEC source: 0001225208-17-009985 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,026 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 72,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001225208-17-009499 · doc4.xml · derivative · entry 4 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,000 Underlying: Common stock · 72,000 shares Expires 2023-05-10 F4 · security: Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,054 | $15.55 | $31,939.70 |
DisclosureSEC source: 0001225208-17-009499 · doc4.xml · nonDerivative · entry 3 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,997 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009499 · doc4.xml · nonDerivative · entry 2 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,051 F2 · security: Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy. F3 · price: No consideration was provided for this grant. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,971 | $15.45 | $30,451.95 |
DisclosureSEC source: 0001225208-17-009499 · doc4.xml · nonDerivative · entry 1 Kouzelos Michael P · CIK 0001641312 · President, Employee Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,051 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock 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.