Jerome P. Grisko - Aug 22, 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.
Stock symbol
CBZ
Transactions as of
Aug 22, 2023
Transactions value $
-$1,021,220
Form type
4
Date filed
8/24/2023, 05:02 PM
Previous filing
Aug 22, 2023
Next filing
Aug 25, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CBZ Common Stock Options Exercise $686K +35.3K +162.6% $19.45 56.9K Aug 22, 2023 Direct
transaction CBZ Common Stock Tax liability -$1.23M -23K -40.36% $53.73 34K Aug 22, 2023 Direct F1
transaction CBZ Common Stock Options Exercise $586K +30.1K +88.73% $19.45 64.1K Aug 23, 2023 Direct
transaction CBZ Common Stock Tax liability -$1.06M -19.6K -30.6% $53.96 44.5K Aug 23, 2023 Direct F2
holding CBZ Common Stock 302K Aug 22, 2023 By spousal trust
holding CBZ Common Stock 565K Aug 22, 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 -35.3K -22.29% $0.00 123K Aug 22, 2023 Common Stock 35.3K $19.45 Direct F3
transaction CBZ Employee Stock Option Options Exercise $0 -30.1K -24.52% $0.00 92.8K Aug 23, 2023 Common Stock 30.1K $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 $53.53 and $53.97. Will provide upon request number of shares sold at each separate price.
F2 Weighted average sale price of price range between $53.52 and $54.38. Will provide upon request number of shares sold at each separate price.
F3 Consists of Options granted on 05/9/2018 vesting in 25% increments each year beginning 05/9/2019 and expiring on 05/9/2024.