| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CBIZ, Inc. | Director | Common Stock | 36K | $1.78M | $49.54 | 02 Dec 2025 | By trust |
| CBIZ, Inc. | Director | Common Stock | 3.34K | $173K | $52.00 | 02 Dec 2025 | Direct |
| BNY Mellon Alcentra Opportunistic Global Credit Income Fund | Director | Institutional Shares of Beneficial Interest | 0 | 06 Oct 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CBZ | CBIZ, Inc. | 02 Dec 2025 | 1 | -$411K | 4 | Director | 04 Dec 2025, 18:29 |
| CBZ | CBIZ, Inc. | 16 May 2025 | 1 | $0 | 4 | Director | 20 May 2025, 18:16 |
| CBZ | CBIZ, Inc. | 06 Mar 2025 | 1 | -$468K | 4 | Director | 10 Mar 2025, 18:17 |
| CBZ | CBIZ, Inc. | 10 May 2024 | 1 | $0 | 4 | Director | 14 May 2024, 17:02 |
| CBZ | CBIZ, Inc. | 03 Aug 2023 | 1 | -$406K | 4 | Director | 07 Aug 2023, 16:30 |
| CBZ | CBIZ, Inc. | 10 May 2023 | 1 | $0 | 4 | Director | 12 May 2023, 15:42 |
| CBZ | CBIZ, Inc. | 20 May 2022 | 1 | -$248K | 4 | Director | 20 May 2022, 17:17 |
| CBZ | CBIZ, Inc. | 09 May 2022 | 1 | $0 | 4 | Director | 11 May 2022, 10:16 |
| CBZ | CBIZ, Inc. | 11 Oct 2021 | 1 | -$71K | 4 | Director | 13 Oct 2021, 18:00 |
| NONE | BNY Mellon Alcentra Opportunistic Global Credit Income Fund | 06 Oct 2021 | 0 | $0 | 3 | Director | 06 Oct 2021, 12:01 |
| CBZ | CBIZ, Inc. | 12 Jul 2021 | 1 | -$67.2K | 4 | Director | 14 Jul 2021, 17:26 |
| CBZ | CBIZ, Inc. | 12 May 2021 | 1 | $0 | 4 | Director | 14 May 2021, 17:02 |