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Insider Information:   Grisko Jerome P
Relationship:   CEO & President, Direc...
City:   Cleveland
State:   OH
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   162,700    

Indirect Shares

  867,492      
Direct Value   $12,117,896    

Indirect Value

  $64,610,804      
Total Shares   1,030,192      
Total Value   $76,728,700      


CBIZ Inc
 $12,117,896 CBIZ Inc
 $12,117,896
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            CBIZ Inc CBZ CEO & President, Direc... 2024-02-11 162,700 2024-02-11 867,492    Premium*  
* Premium Members only  

Records found :    424         Free Registration Required For Full Results.    Limit: 25

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  Page 14 of 17
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CBZ CBIZ Inc President & COO   •       •      –    2015-09-15 4 D $10.00 $166,720 D/D (16,672) 482,375 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2019-12-06 4 OE $8.36 $167,200 D/D 20,000 694,326 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2017-03-16 4 D $14.12 $168,391 D/D (11,928) 542,540 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-02-28 4 OE $10.35 $169,637 D/D 16,390 84,622 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-18 4 D $53.53 $170,325 D/D (3,182) 15,794 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2017-12-08 4 OE $5.87 $176,100 D/D 30,000 603,856 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-09 4 D $39.32 $176,930 D/D (4,500) 97,416 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2018-09-11 4 OE $6.52 $184,053 D/D 28,229 682,210 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-03 4 D $38.57 $188,205 D/D (4,880) 85,549 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-11-29 4 OE $15.55 $188,513 D/D 12,123 45,409 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2021-09-08 4 OE $10.35 $192,189 D/D 18,569 122,690 0 -
CBZ CBIZ Inc President and COO   •       •      –    2015-11-24 4 OE $6.75 $202,500 D/D 30,000 525,901 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2018-05-10 4 D $19.50 $219,570 D/D (11,260) 641,641 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-08-08 4 OE $15.55 $224,029 D/D 14,407 73,999 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-01 4 D $37.81 $229,734 D/D (6,076) 78,502 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-02 4 D $38.23 $233,493 D/D (6,107) 82,410 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-07 4 D $39.03 $236,423 D/D (6,057) 90,380 0 -
CBZ CBIZ Inc President and COO   •       •      –    2015-11-24 4 D $10.51 $243,599 D/D (23,180) 502,721 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-03-08 4 D $38.46 $246,133 D/D (6,400) 94,488 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2019-12-03 4 OE $8.36 $250,800 D/D 30,000 679,326 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2019-12-04 4/A OE $8.36 $250,800 D/D 30,000 674,326 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2019-12-05 4 OE $8.36 $250,800 D/D 30,000 704,326 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2021-09-03 4 S $34.26 $250,924 D/D (7,325) 94,489 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2018-09-07 4 OE $6.52 $250,935 D/D 38,487 670,148 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2020-12-02 4 S $24.14 $265,584 D/D (11,000) 117,642 0 -

  424  Records found
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  Page 14 of 17  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed