Jerome P. Grisko - Feb 8, 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.
Stock symbol
CBZ
Transactions as of
Feb 8, 2024
Transactions value $
-$282,925
Form type
4
Date filed
2/12/2024, 06:08 PM
Previous filing
Sep 8, 2023
Next filing
Feb 13, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CBZ Common Stock Options Exercise +9.45K +12.31% 86.3K Feb 8, 2024 Direct F1
transaction CBZ Common Stock Tax liability -$283K -4.34K -5.03% $65.13 81.9K Feb 8, 2024 Direct
holding CBZ Common Stock 302K Feb 8, 2024 By spousal trust
holding CBZ Common Stock 565K Feb 8, 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 -9.45K -33.33% 18.9K Feb 8, 2024 Common Stock 9.45K 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.