| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CBZ | Common Stock | Award | $0 | +72,570 | +110% | $0 | 138,830 | 08 Feb 2023 | Direct | F1 |
| transaction | CBZ | Common Stock | Tax liability | -$1,596,522 | -32,986 | -24% | $48.4 | 105,844 | 08 Feb 2023 | Direct | F2 |
| holding | CBZ | Common Stock | 473,747 | 08 Feb 2023 | By trust | ||||||
| holding | CBZ | Common Stock | 302,000 | 08 Feb 2023 | By spousal trust |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CBZ | Restricted Stock Units | Award | $0 | +28,361 | $0 | 28,361 | 08 Feb 2023 | Common Stock | 28,361 | $0 | Direct | F3, F4 |
| Id | Content |
|---|---|
| F1 | These shares were issued pursuant to the vesting of performance-based performance share units awards made in 2020. |
| F2 | Shares sold to cover taxes on grant of Performance Share Units shares. |
| F3 | The restricted stock units vest in three (3) equal annual installments beginning 2-8-2024. |
| F4 | Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock. |