Jerome P. Grisko - Feb 11, 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.
Stock symbol
CBZ
Transactions as of
Feb 11, 2025
Transactions value $
-$373,423
Form type
4
Date filed
2/13/2025, 04:15 PM
Previous filing
Feb 11, 2025
Next filing
Feb 14, 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 +9.46K +5.75% 174K Feb 11, 2025 Direct F1
transaction CBZ Common Stock Tax liability -$373K -4.24K -2.44% $88.03 170K Feb 11, 2025 Direct
holding CBZ Common Stock 302K Feb 11, 2025 By SLAT
holding CBZ Common Stock 178K Feb 11, 2025 By spousal trust
holding CBZ Common Stock 388K Feb 11, 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 -9.46K -100% 0 Feb 11, 2025 Common Stock 9.46K Direct F1, F2
* 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 On February 11, 2022, the reporting person was granted 28,372 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.