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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 6 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 CEO & President   •       •      –    2022-08-08 4 D $43.84 $413,662 D/D (9,435) 64,564 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-11-03 4 GA $0.00 $0 I/I 31,278 473,747 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-11-03 4 GD $0.00 $0 D/D 31,278 33,286 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   •       •      –    2022-11-29 4 D $48.75 $375,372 D/D (7,700) 37,709 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-11-30 4 D $49.15 $1,770,170 D/D (36,015) 58,527 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-11-30 4 OE $15.55 $883,753 D/D 56,833 94,542 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-12-01 4 D $49.51 $658,990 D/D (13,311) 66,260 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2022-12-01 4 OE $15.55 $327,234 D/D 21,044 79,571 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-02-08 4 D $48.40 $1,596,522 D/D (32,986) 105,844 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-02-08 4 A $0.00 $0 D/D 72,570 138,830 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-03-15 4 GD $0.00 $0 D/D 91,745 14,099 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-03-15 4 GA $0.00 $0 I/I 91,745 565,492 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   •       •      –    2023-08-18 4 OE $19.45 $94,858 D/D 4,877 18,976 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-21 4 D $53.44 $592,207 D/D (11,081) 21,684 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-21 4 OE $19.45 $330,086 D/D 16,971 32,765 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-22 4 OE $19.45 $685,768 D/D 35,258 56,942 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-22 4 D $53.73 $1,234,731 D/D (22,980) 33,962 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-23 4 OE $19.45 $586,106 D/D 30,134 64,096 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-23 4 D $53.96 $1,058,363 D/D (19,615) 44,481 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-24 4 D $54.09 $97,368 D/D (1,800) 45,441 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-08-24 4 OE $19.45 $53,682 D/D 2,760 47,241 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-09-05 4 D $54.12 $1,468,979 D/D (27,141) 60,036 0 -
CBZ CBIZ Inc CEO & President   •       •      –    2023-09-05 4 OE $19.45 $811,765 D/D 41,736 87,177 0 -

  424  Records found
  1   2   3   4   5   6  7   8   9   10   11   12   13   14   15   16   17      
  Page 6 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