Chris Spurio - Feb 8, 2025 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Role
President, Financial Services
Signature
/s/ Jaileah X. Huddleston, attorney-in-fact for Chris Spurio
Stock symbol
CBZ
Transactions as of
Feb 8, 2025
Transactions value $
-$270,336
Form type
4
Date filed
2/11/2025, 04:26 PM
Previous filing
Feb 13, 2024
Next filing
Feb 13, 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 +3.72K +1.72% 221K Feb 8, 2025 Direct F1
transaction CBZ Common Stock Tax liability -$147K -1.67K -0.76% $88.00 219K Feb 8, 2025 Direct
transaction CBZ Common Stock Tax liability -$123K -1.4K -0.64% $88.00 218K Feb 9, 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 -3.72K -49.99% 3.73K Feb 8, 2025 Common Stock 3.72K 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 11,174 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.