JEROME P. GRISKO - 08 Feb 2025 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 2025
Transactions value $
-$678,480
Form type
4
Filing time
11 Feb 2025, 16:17:03 UTC
Previous filing
09 Dec 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 +9,453 +5.8% 172,153 08 Feb 2025 Direct F1
transaction CBZ Common Stock Tax liability -$373,120 -4,240 -2.5% $88 167,913 08 Feb 2025 Direct
transaction CBZ Common Stock Tax liability -$305,360 -3,470 -2.1% $88 164,443 09 Feb 2025 Direct F2
holding CBZ Common Stock 302,000 08 Feb 2025 By SLAT
holding CBZ Common Stock 177,914 08 Feb 2025 By spousal trust
holding CBZ Common Stock 387,578 08 Feb 2025 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 -9,453 -50% 9,454 08 Feb 2025 Common Stock 9,453 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 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.