AI assistant
CBIZ, Inc. — Director's Dealing 2024
Feb 14, 2024
31402_dirs_2024-02-13_c723b147-9b66-40b2-9ae0-27715c565b74.zip
Director's Dealing
Open in viewerOpens in your device viewer
SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: CBIZ, Inc. (CBZ)
CIK: 0000944148
Period of Report: 2024-02-09
Reporting Person: SPURIO CHRIS (President, Financial Services)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-02-09 | Common Stock | A | 35644 | — | Acquired | 218108.9524 | Direct |
| 2024-02-09 | Common Stock | F | 15988 | $66.07 | Disposed | 202120.9524 | Direct |
| 2024-02-09 | Common Stock | A | 9369 | — | Acquired | 211489.9524 | Direct |
| 2024-02-11 | Common Stock | M | 5941 | — | Acquired | 217430.9524 | Direct |
| 2024-02-11 | Common Stock | F | 2665 | $66.07 | Disposed | 214765.9524 | Direct |
| 2024-02-11 | Common Stock | M | 4143 | — | Acquired | 218908.9524 | Direct |
| 2024-02-11 | Common Stock | F | 1859 | $66.07 | Disposed | 217049.9524 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-02-11 | Restricted Stock Units | $ | M | 5941 | Disposed | Common Stock (5941) | Direct | |
| 2024-02-11 | Restricted Stock Units | $ | M | 4143 | Disposed | Common Stock (4143) | Direct |
Footnotes
F1: These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2021.
F2: Tax related to the vesting of performance share unit awards.
F3: On February 9, 2024, the reporting person was granted 9,369 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.
F4: Restricted stock units convert into common stock on a one-for-one basis.
F5: Tax related to vesting of restricted stock units.
F6: On February 11, 2021, the reporting person was granted 17,822 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.
F7: On February 11, 2022, the reporting person was granted 12,430 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date.