Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | C.F.O. | March 14, 2025 | March 18, 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 March 14, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 301,518 |
Reported balance
After 2025-03-14 transaction · row 1
1 source rowRow 1 · 2025-03-14 · Sale · Disposed 4,029 · Balance 301,518 F1: Weighted average sale price of price range between $70.04 and $70.30. Will provide upon request number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average sale price of price range between $70.04 and $70.30. Will provide upon request number of shares sold at each separate price.
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 14, 2025 Filed Mar 18, 2025 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,029 | $70.16 | $282,679.47 |
DisclosureSEC source: 0001127602-25-009800 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,518 F1 · price: Weighted average sale price of price range between $70.04 and $70.30. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 7,155 | $87.24 | $624,202.20 |
DisclosureSEC source: 0001127602-25-004952 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,547 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 15,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004952 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,702 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 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 4,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004628 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,090 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 12,269 restricted stock units, vesting in three 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 12,269 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,835 | $88.03 | $161,535.05 |
DisclosureSEC source: 0001127602-25-004628 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,751 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004628 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,586 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 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,167 | $88.00 | $102,696.00 |
DisclosureSEC source: 0001127602-25-004165 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,496 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 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004165 · form4.xml · derivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,331 Underlying: Common Stock · 3,331 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 9,994 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 9,994 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 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,494 | $88.00 | $131,472.00 |
DisclosureSEC source: 0001127602-25-004165 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,663 Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004165 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,157 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 |
| December 10, 2024 Filed Dec 12, 2024 21:46 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,143 | $79.11 | $644,163.42 |
DisclosureSEC source: 0001127602-24-029278 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,826 F1 · price: Weighted average sale price of price range between $78.86 and $79.29. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 4,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · derivative · entry 9 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,090 Underlying: Common Stock · 4,089 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 12,269 restricted stock units, vesting in three 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 12,269 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 5,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · derivative · entry 8 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,864 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 17,592 restricted stock units, vesting in three 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 17,592 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,834 | $66.07 | $121,172.38 |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 7 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,969 F5 · kind: Tax related to vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,803 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 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 2,631 | $66.07 | $173,830.17 |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,714 F5 · kind: Tax related to vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,345 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 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 7,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,481 F3 · kind: On February 9, 2024, the reporting person was granted 7,806 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 bases. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 15,781 | $66.07 | $1,042,650.67 |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,675 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 35,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004876 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,456 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 23:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004581 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,662 Underlying: Common Stock · 3,332 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 9,994 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 9,994 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 23:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,635 | $65.13 | $106,487.55 |
DisclosureSEC source: 0001127602-24-004581 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,272 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004581 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,907 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 |
| November 24, 2023 Filed Nov 27, 2023 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 100 | $58.10 | $5,810.00 |
DisclosureSEC source: 0001127602-23-028319 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,575 Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,849 | $57.99 | $397,153.65 |
DisclosureSEC source: 0001127602-23-028319 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,675 F1 · price: Weighted average sale price of price range between $57.75 and $58.42. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 07, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 1,159 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · derivative · entry 9 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,159 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. F4 · 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 |
| November 07, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,159 | $55.23 | $64,007.40 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 F3 · price: Weighted average sale price of price range between $55.16 and $55.33. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 07, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 1,159 | $19.45 | $22,542.55 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,683 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 |
| November 06, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 14,930 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · derivative · entry 8 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159 Underlying: Common Stock · 14,930 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. F4 · 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 |
| November 06, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 14,930 | $55.25 | $824,821.29 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 F2 · price: Weighted average sale price of price range between $55.15 and $55.3677. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 14,930 | $19.45 | $290,388.50 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,454 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 |
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,911 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · derivative · entry 7 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,089 Underlying: Common Stock · 3,911 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. F4 · 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 |
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,911 | $55.21 | $215,912.23 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 F1 · price: Weighted average sale price of price range between $55.15 and $55.32. Will provide upon request, number of shares sold at each separate price. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,911 | $19.45 | $76,068.95 |
DisclosureSEC source: 0001127602-23-026954 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,435 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 |
| August 02, 2023 Filed Aug 4, 2023 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 20,000 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-022018 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 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. F2 · 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 |
| August 02, 2023 Filed Aug 4, 2023 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 20,000 | $54.55 | $1,091,020.00 |
DisclosureSEC source: 0001127602-23-022018 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 F1 · price: Weighted average sale price of price range between $54.31 and $54.7898. Will provide upon request, number of shares sold at each separate price. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 20:23 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 20,000 | $19.45 | $389,000.00 |
DisclosureSEC source: 0001127602-23-022018 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,524 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 01, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 1,515 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 1,515 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. F2 · 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 |
| May 01, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,515 | $52.85 | $80,067.75 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 Read SEC document |
| May 01, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 1,515 | $19.45 | $29,466.75 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,039 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 28, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 18,485 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,515 Underlying: Common Stock · 18,485 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. F2 · 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 |
| April 28, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 18,485 | $53.04 | $980,379.70 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,524 F1 · price: Weighted average sale price of price range between $52.865 and $53.1529. Will provide upon request number of shares sold at each separate price. Read SEC document |
| April 28, 2023 Filed May 1, 2023 20:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 18,485 | $19.45 | $359,533.25 |
DisclosureSEC source: 0001127602-23-013911 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,009 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 23, 2023 Filed Feb 23, 2023 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 15,000 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-006785 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 15,000 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. F2 · 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 23, 2023 Filed Feb 23, 2023 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,000 | $50.08 | $751,141.50 |
DisclosureSEC source: 0001127602-23-006785 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,524 F1 · price: Weighted average sale price of price range between $50.00 and $50.245. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 23, 2023 Filed Feb 23, 2023 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 15,000 | $19.45 | $291,750.00 |
DisclosureSEC source: 0001127602-23-006785 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,524 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 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 9,994 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004447 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,994 Underlying: Common Stock · 9,994 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 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 14,702 | $48.40 | $711,576.80 |
DisclosureSEC source: 0001127602-23-004447 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,524 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 31,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004447 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,226 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2020. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-026966 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 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. F1 · security: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.