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 |
|---|---|---|---|---|---|---|
| March 16, 2021 Filed Mar 17, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 20,929 | $33.19 | $694,727.69 |
DisclosureSEC source: 0001127602-21-011033 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,538.7297 F2 · price: Weighted average sale price of price range between $33.00 and $33.41. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 20,929 | $10.35 | $216,615.15 |
DisclosureSEC source: 0001127602-21-011033 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,467.7297 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 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 37,784 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · derivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,929 Underlying: Common Stock · 37,784 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 |
| March 15, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 37,784 | $33.50 | $1,265,597.75 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,538.7297 F3 · price: Weighted average sale price of price range between $33.25 and $33.83. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 37,784 | $10.35 | $391,064.40 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,322.7297 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 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 16,287 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · derivative · entry 5 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,713 Underlying: Common Stock · 16,287 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 |
| March 12, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 16,287 | $34.00 | $553,692.85 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,531.7359 F2 · price: Weighted average sale price of price range between $33.78 and $34.12. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:17 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 16,287 | $10.35 | $168,570.45 |
DisclosureSEC source: 0001127602-21-010789 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,818.7359 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 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 17,822 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005587 · form4.xml · derivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,822 Underlying: Common Stock · 17,822 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 |
| February 27, 2020 Filed Mar 2, 2020 21:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 15,896 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008607 · form4.xml · derivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,896 Underlying: Common Stock · 15,896 shares Expires 2023-02-27 F1 · security: The restricted stock units vest in three (3) equal annual installments beginning 2-27-2021. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 55,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-19-032833 · 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 · 55,000 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. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 55,000 | $26.63 | $1,464,523.50 |
DisclosureSEC source: 0001127602-19-032833 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 F2 · price: Weighted average sale price of price range between $26.50 and $26.74. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:20 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 55,000 | $9.35 | $514,250.00 |
DisclosureSEC source: 0001127602-19-032833 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,399.9012 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 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 20,000 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · derivative · entry 10 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Stock · 20,000 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. F4 · 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 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,165 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · derivative · entry 9 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,165 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 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 20,000 | $26.65 | $533,000.00 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 F5 · price: Weighted average sale price of price range between $26.60 and $26.72. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 20,000 | $9.35 | $187,000.00 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 5 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,399.9012 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 · 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 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 7,165 | $26.63 | $190,803.95 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 F3 · price: Weighted average sale price of price range between $26.60 and $26.70. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 7,165 | $8.36 | $59,899.40 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,564.9012 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 11, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 6,890 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · derivative · entry 8 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 6,890 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 11, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 6,890 | $26.62 | $183,411.80 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 F2 · price: Weighted average sale price of price range between $26.60 and $26.64. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 22:30 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 6,890 | $8.36 | $57,600.40 |
DisclosureSEC source: 0001127602-19-032651 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,289.9012 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 08, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 12,160 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · derivative · entry 7 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,055 Underlying: Common Stock · 12,160 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 08, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 12,160 | $26.77 | $325,523.20 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · nonDerivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 F2 · price: Weighted average sale price of price range between $26.75 and $26.78. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 12,160 | $8.36 | $101,657.60 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,559.9012 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 07, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 9,785 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · derivative · entry 6 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,215 Underlying: Common Stock · 9,785 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 07, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 9,785 | $26.75 | $261,748.75 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,399.9012 Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 21:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 9,785 | $8.36 | $81,802.60 |
DisclosureSEC source: 0001127602-19-032523 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,184.9012 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 20, 2019 Filed Mar 22, 2019 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantRestricted Stock Units · Derivative | 21,326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012953 · form4.xml · derivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,326 Underlying: Common Stock · 21,326 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 |
| September 12, 2018 Filed Sep 13, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 14,159 | $23.44 | $331,908.20 |
DisclosureSEC source: 0001127602-18-027509 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,256.4379 F1 · price: Weighted average sale price of price between $23.40 and $23.55. Will provide upon request number of shares at each separate price. Read SEC document |
| September 11, 2018 Filed Sep 12, 2018 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 33,502 | $23.80 | $797,347.60 |
DisclosureSEC source: 0001127602-18-027475 · form4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,415.4379 F2 · price: Weighted average sale price of price between $23.75 and $23.90. Will provide upon request number of shares at each separate price. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 2,339 | $23.93 | $55,964.79 |
DisclosureSEC source: 0001127602-18-027475 · form4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,917.4379 F1 · price: Weighted average sale price of price range between $23.90 and $24.00. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,394 | $19.60 | $46,922.40 |
DisclosureSEC source: 0001225208-18-009459 · doc4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,225.1154 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,011 | $19.45 | $39,113.95 |
DisclosureSEC source: 0001225208-18-009459 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,607.0491 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,394 | $19.50 | $46,683.00 |
DisclosureSEC source: 0001225208-18-009257 · doc4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,618.0491 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:15 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,394 | $19.50 | $46,683.00 |
DisclosureSEC source: 0001225208-18-009257 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,012.0491 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: 0001225208-18-009161 · doc4.xml · derivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 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: 0001225208-18-009161 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,406.0491 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 |
| September 12, 2017 Filed Sep 14, 2017 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 16,250 | $6.52 Strike: $6.52 | $105,950.00 |
DisclosureSEC source: 0001225208-17-014998 · doc4.xml · derivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 16,250 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 $6.25 exercise price, expiring 05-19-2018. Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 20:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon stock | 16,250 | $15.18 | $246,723.75 |
DisclosureSEC source: 0001225208-17-014998 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,293.1461 F1 · security: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.25 exercise price, expiring 05-19-2018. F2 · price: Average price between $15.155 and $15.205 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,464 | $15.25 | $37,576.00 |
DisclosureSEC source: 0001225208-17-009984 · doc4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,483.3718 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 14, 2017 Filed May 17, 2017 20:40 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,070 | $15.25 | $31,567.50 |
DisclosureSEC source: 0001225208-17-009984 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,947.3718 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantEmployee Stock Option · Derivative | 75,000 | $0.00 Strike: $15.55 | $0.00 |
DisclosureSEC source: 0001225208-17-009500 · doc4.xml · derivative · entry 4 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common stock · 75,000 shares Expires 2023-05-10 F4 · security: Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 2,464 | $15.55 | $38,315.20 |
DisclosureSEC source: 0001225208-17-009500 · doc4.xml · nonDerivative · entry 3 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,017.3718 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009500 · doc4.xml · nonDerivative · entry 2 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,481.3718 F2 · 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. F3 · price: No consideration was provided for this grant. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:24 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon stock | 1,807 | $15.45 | $27,918.15 |
DisclosureSEC source: 0001225208-17-009500 · doc4.xml · nonDerivative · entry 1 SPURIO CHRIS · CIK 0001251098 · President, Financial Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,481.3718 F1 · security: Surrender of stock to satisfy withholding obligation on vesting of restricted stock 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.