Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Director | October 14, 2021 | March 31, 2025 |
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 October 14, 2021 · Filed March 31, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 124,592 |
Reported balance
After 2021-10-14 transaction · row 1
1 source rowRow 1 · 2021-10-14 · Sale · Disposed 8,362 · Balance 124,592 |
| Common StockSEC Table I · non-derivative | IndirectHeld In Family Trust | 112,000 |
Reported balance
Holding disclosure · report date 2021-10-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 112,000 |
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 |
|---|---|---|---|---|---|---|
| May 10, 2024 Filed May 14, 2024 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015270 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,954 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 10, 2023 Filed May 12, 2023 19:33 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015388 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,005 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 09, 2022 Filed May 11, 2022 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014049 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,983 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| October 14, 2021 Filed Mar 31, 2025 20:59 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,362 | $34.72 | $290,328.64 |
DisclosureSEC source: 0001127602-25-010676 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,592 Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016910 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,979 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016920 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,241 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018199 · form4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,482 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at second quarter Board meeting. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002378 · doc4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,375 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002794 · doc4.xml · nonDerivative · entry 1 DeGroote Michael H · CIK 0001380166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,183 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.