Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | President, Financial Services | February 14, 2025 | February 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 February 14, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 239,340.9524 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Grant · Acquired 10,444 · Balance 239,340.9524 F1: On February 14, 2025, the reporting person was granted 10,444 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025, the reporting person was granted 10,444 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 18, 2025 22:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 10,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005257 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,340.9524 F1 · kind: On February 14, 2025, the reporting person was granted 10,444 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 7,249 | $87.24 | $632,402.76 |
DisclosureSEC source: 0001127602-25-004956 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,896.9524 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:28 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 16,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004956 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,145.9524 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 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004635 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,143 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 12,430 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 12,430 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 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,859 | $88.03 | $163,647.77 |
DisclosureSEC source: 0001127602-25-004635 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,985.9524 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004635 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,844.9524 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 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,401 | $88.00 | $123,288.00 |
DisclosureSEC source: 0001127602-25-004184 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,701.9524 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 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004184 · form4.xml · derivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,725 Underlying: Common Stock · 3,724 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 11,174 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 11,174 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 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,671 | $88.00 | $147,048.00 |
DisclosureSEC source: 0001127602-25-004184 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,102.9524 Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004184 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,773.9524 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 11, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · derivative · entry 9 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,143 Underlying: Common Stock · 4,143 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 12,430 restricted stock units, vesting in three (3) 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 12,430 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 5,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · derivative · entry 8 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,941 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 17,822 restricted stock units, vesting in three (3) 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 17,822 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,859 | $66.07 | $122,824.13 |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 7 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,049.9524 F5 · kind: Tax related to vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 4,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,908.9524 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 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 2,665 | $66.07 | $176,076.55 |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 5 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,765.9524 F5 · kind: Tax related to vesting of restricted stock units. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 5,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,430.9524 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 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 9,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,489.9524 F3 · kind: On February 9, 2024, the reporting person was granted 9,369 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 basis. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 15,988 | $66.07 | $1,056,327.16 |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,120.9524 F2 · kind: Tax related to the vesting of performance share unit awards. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:29 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 35,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004872 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,108.9524 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 23:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionRestricted Stock Units · Derivative | 3,725 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004576 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,449 Underlying: Common Stock · 3,725 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 11,174 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 11,174 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 23:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,806 | $65.13 | $117,624.78 |
DisclosureSEC source: 0001127602-24-004576 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,464.9524 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 3,725 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004576 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,270.9524 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 28, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 42,179 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · derivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,179 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. F3 · security: Consists of Options granted 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. Read SEC document |
| February 28, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 42,179 | $50.98 | $2,150,466.79 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,545.9524 F2 · price: Weighted average sale price of price range between $50.48 and $51.82. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 28, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 42,179 | $19.45 | $820,381.55 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,724.9524 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 27, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 32,821 | $0.00 Strike: $19.45 | $0.00 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · derivative · entry 5 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,179 Underlying: Common Stock · 32,821 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. F3 · security: Consists of Options granted 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 32,821 | $51.20 | $1,680,336.74 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,545.9524 F1 · price: Weighted average sale price of price range between $50.85 and $51.64. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 32,821 | $19.45 | $638,368.45 |
DisclosureSEC source: 0001127602-23-007590 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,366.9524 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 21:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 11,174 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004451 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,174 Underlying: Common Stock · 11,174 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 21:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 14,857 | $48.40 | $719,078.80 |
DisclosureSEC source: 0001127602-23-004451 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,545.9524 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:07 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 31,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004451 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,402.9524 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2020. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 20:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 13,222 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020799 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,222 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. F3 · security: Consists of Options granted 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 20:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 13,222 | $45.25 | $598,347.07 |
DisclosureSEC source: 0001127602-22-020799 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,587.5384 F1 · security: Exercise and sale of Employee Stock Options granted 05-10-2017 at $15.55 exercise price, expiring 05-10-2023. F2 · price: Weighted average sale price of price range between $45.01 and $45.74. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 20:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 13,222 | $15.55 | $205,602.10 |
DisclosureSEC source: 0001127602-22-020799 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,809.5384 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 05-10-2017 at $15.55 exercise price, expiring 05-10-2023. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,828 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020563 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,222 Underlying: Common Stock · 9,828 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. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 9,828 | $45.19 | $444,155.82 |
DisclosureSEC source: 0001127602-22-020563 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,587.5384 F2 · price: Weighted average sale price of price range between $45.00 and $45.39. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,828 | $15.55 | $152,825.40 |
DisclosureSEC source: 0001127602-22-020563 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,415.5384 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: Consists of Options granted 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 19,927 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · derivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,050 Underlying: Common Stock · 19,927 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. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 19,927 | $45.19 | $900,592.79 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,587.5384 F3 · price: Weighted average sale price of price between $45.00 and $45.90. Will provide upon request number of shares at each separate price. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 19,927 | $15.55 | $309,864.85 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,514.5384 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: Consists of Options granted 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 32,023 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · derivative · entry 5 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,977 Underlying: Common Stock · 32,023 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. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 32,023 | $46.08 | $1,475,651.86 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,587.5384 F2 · price: Weighted average sale price of price range between $45.82 and $46.41. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 32,023 | $15.55 | $497,957.65 |
DisclosureSEC source: 0001127602-22-020360 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,610.5384 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: Consists of Options granted 5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 12,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005150 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,430 Underlying: Common Stock · 12,430 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 13,180 | $38.12 | $502,421.60 |
DisclosureSEC source: 0001127602-22-005150 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,575.4841 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 00:36 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 28,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005150 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,755.4841 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:16 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 12,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005267 · form4a.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,430 Underlying: Common Stock · 12,430 shares Expires 2025-02-11 F3 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-11-2023. F4 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:16 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 13,181 | $38.12 | $502,459.72 |
DisclosureSEC source: 0001127602-22-005267 · form4a.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,575.4841 F2 · kind: Shares sold to cover taxes on grant of performance share units shares. Tax program errors corrected on this Form 4 Amendment. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 20:16 UTC Amendment | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 28,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005267 · form4a.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,756.4841 F1 · kind: These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2019. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 20,929 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-011033 · form4.xml · derivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,929 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. 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.