Jerome P. Grisko Jr. - 18 Aug 2023 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Role
CEO & President, Director
Signature
Michael W. Gleespen, attorney-in-fact for Jerome P. Grisko, Jr.
Issuer symbol
CBZ
Transactions as of
18 Aug 2023
Net transactions value
-$337,589
Form type
4
Filing time
22 Aug 2023, 16:05:33 UTC
Previous filing
16 Mar 2023
Next filing
24 Aug 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CBZ Common Stock Options Exercise $94,858 +4,877 +35% $19.45 18,976 18 Aug 2023 Direct
transaction CBZ Common Stock Tax liability $170,325 -3,182 -17% $53.53 15,794 18 Aug 2023 Direct F1
transaction CBZ Common Stock Options Exercise $330,086 +16,971 +107% $19.45 32,765 21 Aug 2023 Direct
transaction CBZ Common Stock Tax liability $592,207 -11,081 -34% $53.44 21,684 21 Aug 2023 Direct F2
holding CBZ Common Stock 302,000 18 Aug 2023 By spousal trust
holding CBZ Common Stock 565,492 18 Aug 2023 By trust

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CBZ Employee Stock Option Options Exercise $0 -4,877 -2.7% $0.000000 175,123 18 Aug 2023 Common Stock 4,877 $19.45 Direct F3
transaction CBZ Employee Stock Option Options Exercise $0 -16,971 -9.7% $0.000000 158,152 21 Aug 2023 Common Stock 16,971 $19.45 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Weighted average sale price of price range between $53.42 and $53.725. Will provide upon request number of shares sold at each separate price.
F2 Weighted average sale price of price range between between $53.2326 and $53.6. Will provide upon request number of shares sold at each separate price.
F3 Consists of Options granted 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024.