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 |
|---|---|---|---|---|---|---|
| June 13, 2019 Filed Jun 17, 2019 20:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 10,000 | $8.36 | $83,600.00 |
DisclosureSEC source: 0001127602-19-021803 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 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 · 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 05, 2019 Filed Jun 7, 2019 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 20,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-021126 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,746 Underlying: Common Stock · 20,000 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. F2 · security: Consists of Option granted 05/14/2014, vesting in 25% increments each year beginning 05/14/2015, and expiring on 05/14/2020 F3 · 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 05, 2019 Filed Jun 7, 2019 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 20,000 | $20.52 | $410,400.00 |
DisclosureSEC source: 0001127602-19-021126 · 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 F1 · kind: Weighted average sale price of price range between $20.50 and $20.56. Will provide upon request number of shares sold at each separate price. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 20,000 | $8.36 | $167,200.00 |
DisclosureSEC source: 0001127602-19-021126 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,096 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. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:32 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 21,051 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012944 · form4.xml · derivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,051 Underlying: Common Stock · 21,051 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. F2 · derivative.exercise_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020. F2 · derivative.expiration_date: The restricted stock units vest in three (3) equal annual installments beginning 3/20/2020. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 4,500 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-012225 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,746 Underlying: Common Stock · 4,500 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 |
| March 15, 2019 Filed Mar 19, 2019 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 4,500 | $20.10 | $90,450.00 |
DisclosureSEC source: 0001127602-19-012225 · 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 |
| March 15, 2019 Filed Mar 19, 2019 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,500 | $8.36 | $37,620.00 |
DisclosureSEC source: 0001127602-19-012225 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,596 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 13, 2019 Filed Mar 15, 2019 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,754 | Not disclosed Strike: $8.36 | Not disclosed |
DisclosureSEC source: 0001127602-19-011566 · form4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,246 Underlying: Common Stock · 5,754 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. F3 · security: Consists of Option granted 05/14/2014, vesting in 25% increments each year beginning 05/14/2015, and expiring on 05/14/2020 F1 · kind: Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020. F2 · price: Weighted average sale price of price range between $20.35 and $20.37. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 5,754 | $20.36 | $117,151.44 |
DisclosureSEC source: 0001127602-19-011566 · 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 $20.35 and $20.37. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 20:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,754 | $8.36 | $48,103.44 |
DisclosureSEC source: 0001127602-19-011566 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,850 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. F2 · price: Weighted average sale price of price range between $20.35 and $20.37. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 10,000 | $23.75 | $237,500.00 |
DisclosureSEC source: 0001127602-18-026467 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,096 Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 400 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · derivative · entry 9 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 400 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 |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 19,500 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · derivative · entry 8 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400 Underlying: Common Stock · 19,500 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 |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 400 | $22.65 | $9,060.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 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 |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 400 | $6.25 | $2,500.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,496 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 |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 19,500 | $22.70 | $442,650.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019. F2 · price: average price between $22.65 and $22.75. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 19,500 | $6.52 | $127,140.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,596 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 |
| August 13, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 100 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · derivative · entry 7 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,900 Underlying: Common Stock · 100 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 |
| August 13, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 100 | $22.65 | $2,265.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 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 |
| August 13, 2018 Filed Aug 15, 2018 20:11 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 100 | $6.52 | $652.00 |
DisclosureSEC source: 0001127602-18-025465 · form4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,196 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 | 5,037 | $6.52 Strike: $6.52 | $32,841.24 |
DisclosureSEC source: 0001225208-18-010709 · doc4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common stock · 5,037 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 | 5,037 | $21.85 | $110,058.45 |
DisclosureSEC source: 0001225208-18-010709 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 20:05 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 5,037 | $6.52 | $32,841.24 |
DisclosureSEC source: 0001225208-18-010709 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,133 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 11, 2018 Filed Jun 13, 2018 20:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 14,963 | $6.52 Strike: $6.52 | $97,558.76 |
DisclosureSEC source: 0001225208-18-010613 · doc4.xml · derivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,037 Underlying: Common stock · 14,963 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. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 14,963 | $21.50 | $321,704.50 |
DisclosureSEC source: 0001225208-18-010613 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 14,963 | $6.52 | $97,558.76 |
DisclosureSEC source: 0001225208-18-010613 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,059 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 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 3,519 | $19.60 | $68,972.40 |
DisclosureSEC source: 0001225208-18-009462 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,096 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:39 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 3,519 | $19.45 | $68,444.55 |
DisclosureSEC source: 0001225208-18-009462 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,615 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 3,519 | $19.50 | $68,620.50 |
DisclosureSEC source: 0001225208-18-009259 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,134 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 3,519 | $19.50 | $68,620.50 |
DisclosureSEC source: 0001225208-18-009259 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,653 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 75,000 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001225208-18-009160 · doc4.xml · derivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common stock · 75,000 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 20:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009160 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,172 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 |
| March 06, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 6,031 | $6.52 Strike: $6.52 | $39,322.12 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · derivative · entry 9 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common stock · 6,031 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 |
| March 06, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 6,031 | $18.50 | $111,573.50 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 6,031 | $6.52 | $39,322.12 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,203 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 |
| March 05, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 10,000 | $6.52 Strike: $6.52 | $65,200.00 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · derivative · entry 8 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,031 Underlying: Common stock · 10,000 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 |
| March 05, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 10,000 | $18.34 | $183,425.00 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 F3 · price: Average price between $18.30 and $18.375. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 10,000 | $6.52 | $65,200.00 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,172 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 |
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 8,969 | $6.52 Strike: $6.52 | $58,477.88 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · derivative · entry 7 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,031 Underlying: Common stock · 8,969 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 |
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 8,969 | $18.27 | $163,863.63 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 F2 · price: Average price between $18.25 and $18.325. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 8,969 | $6.52 | $58,477.88 |
DisclosureSEC source: 0001225208-18-005423 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,141 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 |
| August 31, 2017 Filed Sep 5, 2017 20:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 25,000 | $5.87 Strike: $5.87 | $146,750.00 |
DisclosureSEC source: 0001225208-17-014563 · doc4.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 · 25,000 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 |
| August 31, 2017 Filed Sep 5, 2017 20:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 25,000 | $15.06 | $376,515.00 |
DisclosureSEC source: 0001225208-17-014563 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 F2 · price: Average price between $15.05 and $15.075. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 25,000 | $5.87 | $146,750.00 |
DisclosureSEC source: 0001225208-17-014563 · doc4.xml · nonDerivative · entry 1 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,172 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 |
| June 15, 2017 Filed Jun 16, 2017 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 17,426 | $5.87 Strike: $5.87 | $102,290.62 |
DisclosureSEC source: 0001225208-17-011427 · doc4.xml · derivative · entry 6 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common stock · 17,426 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 |
| June 15, 2017 Filed Jun 16, 2017 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 17,426 | $15.23 | $265,363.13 |
DisclosureSEC source: 0001225208-17-011427 · doc4.xml · nonDerivative · entry 4 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 F3 · price: Average price between $15.20 and $15.30. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon stock | 17,426 | $5.87 | $102,290.62 |
DisclosureSEC source: 0001225208-17-011427 · doc4.xml · nonDerivative · entry 3 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,598 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 |
| June 14, 2017 Filed Jun 16, 2017 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 5,501 | $5.87 Strike: $5.87 | $32,290.87 |
DisclosureSEC source: 0001225208-17-011427 · doc4.xml · derivative · entry 5 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,426 Underlying: Common stock · 5,501 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 |
| June 14, 2017 Filed Jun 16, 2017 20:51 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 5,501 | $15.33 | $84,330.33 |
DisclosureSEC source: 0001225208-17-011427 · doc4.xml · nonDerivative · entry 2 GROVE WARE H · CIK 0001279175 · C.F.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,172 F2 · price: Average price between $15.30 and $15.35. 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.