Jerome P. Grisko - Dec 5, 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
Dec 5, 2024
Transactions value $
$0
Form type
4
Date filed
12/9/2024, 04:24 PM
Previous filing
Feb 13, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CBZ Common Stock Gift $0 -178K -31.46% $0.00 388K Dec 5, 2024 By trust F1
transaction CBZ Common Stock Gift $0 +178K $0.00 178K Dec 5, 2024 By spousal trust F1
holding CBZ Common Stock 302K Dec 5, 2024 By SLAT F2
holding CBZ Common Stock 163K Dec 5, 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares transferred to spousal trust for estate planning purposes.
F2 Held by a Spousal Lifetime Access Trust for the benefit of the reporting person's spouse.