Michael P. Kouzelos - 08 Feb 2025 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Role
President, Employee Services
Signature
/s/ Jaileah X. Huddleston, attorney-in-fact for Michael P. Kouzelos
Issuer symbol
CBZ
Transactions as of
08 Feb 2025
Net transactions value
-$218,680
Form type
4
Filing time
11 Feb 2025, 16:23:31 UTC
Previous filing
13 Feb 2024
Next filing
13 Feb 2025
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 +3,052 +0.89% 347,872 08 Feb 2025 Direct F1
transaction CBZ Common Stock Tax liability $120,472 -1,369 -0.39% $88.00 346,503 08 Feb 2025 Direct
transaction CBZ Common Stock Tax liability $98,208 -1,116 -0.32% $88.00 345,387 09 Feb 2025 Direct F2

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 -3,052 -50% 3,053 08 Feb 2025 Common Stock 3,052 Direct F1, F3
* 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 Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024.
F3 On February 8, 2023, the reporting person was granted 9,158 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.