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 |
|---|---|---|---|---|---|---|
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 8,464 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-007729 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,536 Underlying: Common Stock · 8,464 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. F1 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 8,464 | $30.25 | $256,051.24 |
DisclosureSEC source: 0001127602-21-007729 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,076 F1 · kind: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. F2 · price: Weighted average sale price of price range between $30.20 and $30.39. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 8,464 | $10.35 | $87,602.40 |
DisclosureSEC source: 0001127602-21-007729 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,540 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, 2021 Filed Feb 16, 2021 13:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 17,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005601 · form4.xml · derivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,592 Underlying: Common Stock · 17,592 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 |
| November 24, 2020 Filed Nov 25, 2020 18:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 15,000 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-20-029993 · 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 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. F2 · security: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 18:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,000 | $25.25 | $378,729.00 |
DisclosureSEC source: 0001127602-20-029993 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,076 F2 · kind: Consists of Options granted 05/10/2015, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. F1 · price: Weighted average sale price between $25.00 and $25.54. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 18:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 15,000 | $10.35 | $155,250.00 |
DisclosureSEC source: 0001127602-20-029993 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,076 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 |
| September 02, 2020 Filed Sep 3, 2020 11:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,000 | $24.80 | $148,800.00 |
DisclosureSEC source: 0001127602-20-024676 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,076 Read SEC document |
| August 11, 2020 Filed Aug 14, 2020 11:27 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-023571 · 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 · 10,000 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| August 11, 2020 Filed Aug 14, 2020 11:27 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $25.47 | $254,748.00 |
DisclosureSEC source: 0001127602-20-023571 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F2 · price: Weighted average sale price of price range between $25.35 and $25.65. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 11, 2020 Filed Aug 14, 2020 11:27 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,000 | $9.35 | $93,500.00 |
DisclosureSEC source: 0001127602-20-023571 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,149 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 3,149 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,149 | $24.93 | $78,520.00 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F3 · price: Weighted average sale price of price range between $24.82 and $25.12. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,149 | $9.35 | $29,443.15 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,225 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 6,851 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,149 Underlying: Common Stock · 6,851 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,851 | $24.86 | $170,293.25 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F2 · price: Weighted average sale price of price range between $24.80 and $24.92. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 6,851 | $9.35 | $64,056.85 |
DisclosureSEC source: 0001127602-20-023364 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,927 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 5,000 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 5,000 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $25.61 | $128,028.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F2 · price: Weighted average sale price between $25.71 and $25.64. Will provide upon request number of shares sold at each separate price. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $25.50 | $127,500.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,076 Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,000 | $9.35 | $46,750.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,000 | $9.35 | $46,750.00 |
DisclosureSEC source: 0001127602-20-019219 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 5,000 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 · kind: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 5,000 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 · kind: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $23.20 | $116,000.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F2 · price: Weighted average sale price of price range between $23.24 and $23.17. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,000 | $23.10 | $115,500.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,076 Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,000 | $9.35 | $46,750.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,000 | $9.35 | $46,750.00 |
DisclosureSEC source: 0001127602-20-018053 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-017348 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $22.50 | $225,000.00 |
DisclosureSEC source: 0001127602-20-017348 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,000 | $9.35 | $93,500.00 |
DisclosureSEC source: 0001127602-20-017348 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,076 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 1,410 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 1,410 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 · kind: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 1,410 | $25.33 | $35,715.30 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F3 · price: Weighted average sale price between $25.35 and $25.27. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 1,410 | $9.35 | $13,183.50 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,486 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 15,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · derivative · entry 7 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,691 Underlying: Common Stock · 15,691 shares Expires 2023-02-27 F4 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-27-2021. F5 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 23,590 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,410 Underlying: Common Stock · 23,590 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 · kind: Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 23,590 | $26.24 | $619,058.22 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,076 F2 · price: Weighted average sale price of price range between $26.62 and $26.00. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 23,590 | $9.35 | $220,566.50 |
DisclosureSEC source: 0001127602-20-008617 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,666 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 05-15-2015 at $9.35 exercise price, expiring 05-15-2021. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,931 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,931 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 04, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,931 | $26.81 | $158,981.05 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,096 F3 · price: Weighted average sale price of price range between $26.75 and $26.87. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,931 | $8.36 | $49,583.16 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,842 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 01, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 3,815 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,931 Underlying: Common Stock · 3,815 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 01, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 3,815 | $27.21 | $103,806.91 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,096 F2 · price: Weighted average sale price of price range between $27.18 and $27.40. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:31 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,815 | $8.36 | $31,893.40 |
DisclosureSEC source: 0001127602-19-031895 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,911 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. 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 |
| August 01, 2019 Filed Aug 5, 2019 20:44 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 25,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-026053 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,746 Underlying: Common Stock · 25,000 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 · security: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:44 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 25,000 | $23.24 | $581,000.00 |
DisclosureSEC source: 0001127602-19-026053 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,096 Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:44 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 25,000 | $8.36 | $209,000.00 |
DisclosureSEC source: 0001127602-19-026053 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,096 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 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-021803 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,746 Underlying: Common Stock · 10,000 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 |
| June 13, 2019 Filed Jun 17, 2019 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $20.52 | $205,200.00 |
DisclosureSEC source: 0001127602-19-021803 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,096 F2 · price: Weighted average sale price of price range between $20.50 and $20.533. 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.