JEROME P. GRISKO - 08 Feb 2024 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Role
CEO & President, Director
Signature
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr.
Issuer symbol
CBZ
Transactions as of
08 Feb 2024
Net transactions value
-$282,925
Form type
4
Filing time
12 Feb 2024, 18:08:22 UTC
Previous filing
08 Sep 2023
Next filing
13 Feb 2024
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 +9,454 +12% 86,276 08 Feb 2024 Direct F1
transaction CBZ Common Stock Tax liability $282,925 -4,344 -5% $65.13 81,932 08 Feb 2024 Direct
holding CBZ Common Stock 302,000 08 Feb 2024 By spousal trust
holding CBZ Common Stock 565,492 08 Feb 2024 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 Restricted Stock Units Options Exercise -9,454 -33% 18,907 08 Feb 2024 Common Stock 9,454 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted stock units convert into common stock on a one-for-one basis.
F2 On February 8, 2023, the reporting person was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.