Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Chief Accounting Officer | 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 | 7,633.4082 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 3,462 · Balance 7,633.4082 F1: On March 6, 2026, the reporting person was granted 3,462 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 3,462 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 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000053 · form4.xml · nonDerivative · entry 1 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,633.4082 F1 · kind: On March 6, 2026, the reporting person was granted 3,462 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 21:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 183 | $27.84 | $5,094.72 |
DisclosureSEC source: 0000944148-26-000027 · form4.xml · nonDerivative · entry 1 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,171.4082 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 22:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 928 | $30.47 | $28,276.16 |
DisclosureSEC source: 0000944148-26-000016 · form4.xml · nonDerivative · entry 2 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,354.4082 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 2,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000016 · form4.xml · nonDerivative · entry 1 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,282.4082 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 21:48 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 204 | $34.29 | $6,995.16 |
DisclosureSEC source: 0000944148-26-000012 · form4.xml · nonDerivative · entry 1 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,217.4082 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 21:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 266 | $38.27 | $10,179.82 |
DisclosureSEC source: 0000944148-26-000006 · form4.xml · nonDerivative · entry 1 Mangan Michael T. · CIK 0002060840 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,421.4082 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 8, 2023. 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.