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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Feb-24 8:25 PM View:  | CBIZ Inc. (CBZ) | 11-Feb-24 | Payment of Exercise | 10,324 | $66.07 | $682,107.00 | (< 1%) 1.04M to 1.03M | |
| 13-Feb-24 8:25 PM View: | CBIZ Inc. (CBZ) | 11-Feb-24 | Option Exercise | 23,017 | -- | -- | 2% 1.02M to 1.04M | |
| 13-Feb-24 8:25 PM View: | CBIZ Inc. (CBZ) | 09-Feb-24 | Grant | 104,566 | -- | -- | 11% 949.42K to 1.05M | |
| 13-Feb-24 8:25 PM View: | CBIZ Inc. (CBZ) | 09-Feb-24 | Payment of Exercise | 36,491 | $66.07 | $2,410,960.00 | (3%) 1.05M to 1.02M | |
| 12-Feb-24 6:08 PM View: | CBIZ Inc. (CBZ) | 08-Feb-24 | Payment of Exercise | 4,344 | $65.13 | $282,925.00 | (< 1%) 953.77K to 949.42K | |
| 12-Feb-24 6:08 PM View: | CBIZ Inc. (CBZ) | 08-Feb-24 | Option Exercise | 9,454 | -- | -- | 1% 944.31K to 953.77K | |
| 08-Sep-23 4:12 PM View: | CBIZ Inc. (CBZ) | 07-Sep-23 | Payment of Exercise | 478 | $54.08 | $25,849.60 | (< 1%) 944.79K to 944.31K | |
| 08-Sep-23 4:12 PM View: | CBIZ Inc. (CBZ) | 07-Sep-23 | Option Exercise | 732 | $19.45 | $14,237.40 | < 1% 944.06K to 944.79K | |
| 07-Sep-23 4:45 PM View: | CBIZ Inc. (CBZ) | 06-Sep-23 | Payment of Exercise | 31,000 | $53.60 | $1,661,750.00 | (3%) 975.06K to 944.06K | |
| 07-Sep-23 4:45 PM View: | CBIZ Inc. (CBZ) | 06-Sep-23 | Option Exercise | 47,532 | $19.45 | $924,497.00 | 5% 927.53K to 975.06K | |
| 07-Sep-23 4:45 PM View: | CBIZ Inc. (CBZ) | 05-Sep-23 | Payment of Exercise | 27,141 | $54.12 | $1,468,980.00 | (3%) 954.67K to 927.53K | |
| 07-Sep-23 4:45 PM View: | CBIZ Inc. (CBZ) | 05-Sep-23 | Option Exercise | 41,736 | $19.45 | $811,765.00 | 5% 912.93K to 954.67K | |
| 25-Aug-23 4:35 PM View: | CBIZ Inc. (CBZ) | 24-Aug-23 | Payment of Exercise | 1,800 | $54.09 | $97,367.90 | (< 1%) 914.73K to 912.93K | |
| 25-Aug-23 4:35 PM View: | CBIZ Inc. (CBZ) | 24-Aug-23 | Option Exercise | 2,760 | $19.45 | $53,682.00 | < 1% 911.97K to 914.73K | |
| 24-Aug-23 5:02 PM View: | CBIZ Inc. (CBZ) | 23-Aug-23 | Payment of Exercise | 19,615 | $53.96 | $1,058,360.00 | (2%) 931.59K to 911.97K | |
| 24-Aug-23 5:02 PM View: | CBIZ Inc. (CBZ) | 23-Aug-23 | Option Exercise | 30,134 | $19.45 | $586,106.00 | 3% 901.45K to 931.59K | |
| 24-Aug-23 5:02 PM View: | CBIZ Inc. (CBZ) | 22-Aug-23 | Payment of Exercise | 22,980 | $53.73 | $1,234,730.00 | (2%) 924.43K to 901.45K | |
| 24-Aug-23 5:02 PM View: | CBIZ Inc. (CBZ) | 22-Aug-23 | Option Exercise | 35,258 | $19.45 | $685,768.00 | 4% 889.18K to 924.43K | |
| 22-Aug-23 4:05 PM View: | CBIZ Inc. (CBZ) | 21-Aug-23 | Payment of Exercise | 11,081 | $53.44 | $592,207.00 | (1%) 900.26K to 889.18K | |
| 22-Aug-23 4:05 PM View: | CBIZ Inc. (CBZ) | 21-Aug-23 | Option Exercise | 16,971 | $19.45 | $330,086.00 | 2% 883.29K to 900.26K | |
| 22-Aug-23 4:05 PM View: | CBIZ Inc. (CBZ) | 18-Aug-23 | Payment of Exercise | 3,182 | $53.53 | $170,325.00 | (< 1%) 886.47K to 883.29K | |
| 22-Aug-23 4:05 PM View: | CBIZ Inc. (CBZ) | 18-Aug-23 | Option Exercise | 4,877 | $19.45 | $94,857.70 | < 1% 881.59K to 886.47K | |
| 16-Mar-23 10:00 PM View: | CBIZ Inc. (CBZ) | 15-Mar-23 | Gift | 91,745 | -- | -- | 10% 881.59K to 973.34K | |
| 16-Mar-23 10:00 PM View: | CBIZ Inc. (CBZ) | 15-Mar-23 | Gift | 91,745 | -- | -- | (9%) 973.34K to 881.59K | |
| 10-Feb-23 4:01 PM View: | CBIZ Inc. (CBZ) | 08-Feb-23 | Grant | 72,570 | -- | -- | 9% 842.01K to 914.58K | |
| 10-Feb-23 4:01 PM View: | CBIZ Inc. (CBZ) | 08-Feb-23 | Payment of Exercise | 32,986 | $48.40 | $1,596,520.00 | (4%) 914.58K to 881.59K | |
| 02-Dec-22 4:05 PM View: | CBIZ Inc. (CBZ) | 01-Dec-22 | Payment of Exercise | 13,311 | $49.51 | $658,990.00 | (2%) 855.32K to 842.01K | |
| 02-Dec-22 4:05 PM View: | CBIZ Inc. (CBZ) | 01-Dec-22 | Option Exercise | 21,044 | $15.55 | $327,234.00 | 3% 834.27K to 855.32K | |
| 01-Dec-22 4:26 PM View: | CBIZ Inc. (CBZ) | 30-Nov-22 | Payment of Exercise | 36,015 | $49.15 | $1,770,170.00 | (4%) 870.29K to 834.27K | |
| 01-Dec-22 4:26 PM View: | CBIZ Inc. (CBZ) | 30-Nov-22 | Option Exercise | 56,833 | $15.55 | $883,753.00 | 7% 813.46K to 870.29K | |
| 01-Dec-22 4:26 PM View: | CBIZ Inc. (CBZ) | 29-Nov-22 | Payment of Exercise | 7,700 | $48.75 | $375,372.00 | (< 1%) 821.16K to 813.46K | |
| 01-Dec-22 4:26 PM View: | CBIZ Inc. (CBZ) | 29-Nov-22 | Option Exercise | 12,123 | $15.55 | $188,513.00 | 1% 809.03K to 821.16K | |
| 04-Nov-22 4:17 PM View: | CBIZ Inc. (CBZ) | 03-Nov-22 | Gift | 31,278 | -- | -- | 4% 809.03K to 840.31K | |
| 04-Nov-22 4:17 PM View: | CBIZ Inc. (CBZ) | 03-Nov-22 | Gift | 31,278 | -- | -- | (4%) 840.31K to 809.03K | |
| 09-Aug-22 8:16 PM View: | CBIZ Inc. (CBZ) | 08-Aug-22 | Payment of Exercise | 9,435 | $43.84 | $413,662.00 | (1%) 818.47K to 809.03K | |
| 09-Aug-22 8:16 PM View: | CBIZ Inc. (CBZ) | 08-Aug-22 | Option Exercise | 14,407 | $15.55 | $224,029.00 | 2% 804.06K to 818.47K | |
| 09-Aug-22 8:16 PM View: | CBIZ Inc. (CBZ) | 05-Aug-22 | Payment of Exercise | 13,948 | $43.96 | $613,202.00 | (2%) 818.01K to 804.06K | |
| 09-Aug-22 8:16 PM View: | CBIZ Inc. (CBZ) | 05-Aug-22 | Option Exercise | 21,333 | $15.55 | $331,728.00 | 3% 796.68K to 818.01K | |
| 05-Aug-22 4:48 PM View: | CBIZ Inc. (CBZ) | 04-Aug-22 | Payment of Exercise | 28,672 | $44.40 | $1,272,910.00 | (3%) 825.35K to 796.68K | |
| 05-Aug-22 4:48 PM View: | CBIZ Inc. (CBZ) | 04-Aug-22 | Option Exercise | 43,980 | $15.55 | $683,889.00 | 6% 781.37K to 825.35K | |
| 05-Aug-22 4:48 PM View: | CBIZ Inc. (CBZ) | 03-Aug-22 | Payment of Exercise | 6,667 | $45.23 | $301,518.00 | (< 1%) 788.03K to 781.37K | |
| 05-Aug-22 4:48 PM View: | CBIZ Inc. (CBZ) | 03-Aug-22 | Option Exercise | 10,280 | $15.55 | $159,854.00 | 1% 777.75K to 788.03K | |
| 18-May-22 4:02 PM View: | CBIZ Inc. (CBZ) | 17-May-22 | Gift | 6,436 | -- | -- | 1% 475.75K to 482.19K | |
| 18-May-22 4:02 PM View: | CBIZ Inc. (CBZ) | 17-May-22 | Gift | 6,436 | -- | -- | (1%) 482.19K to 475.75K | |
| 04-May-22 6:27 PM View: | CBIZ Inc. (CBZ) | 03-May-22 | Gift | 58,512 | -- | -- | 12% 475.75K to 534.27K | |
| 04-May-22 6:27 PM View: | CBIZ Inc. (CBZ) | 03-May-22 | Gift | 58,512 | -- | -- | (11%) 534.27K to 475.75K | |
| 11-Mar-22 4:03 PM View: | CBIZ Inc. (CBZ) | 10-Mar-22 | Payment of Exercise | 1,279 | $38.73 | $49,536.20 | (1%) 99.5K to 98.22K | |
| 11-Mar-22 4:03 PM View: | CBIZ Inc. (CBZ) | 10-Mar-22 | Option Exercise | 2,082 | $10.35 | $21,548.70 | 2% 97.42K to 99.5K | |
| 11-Mar-22 4:03 PM View: | CBIZ Inc. (CBZ) | 09-Mar-22 | Payment of Exercise | 4,500 | $39.32 | $176,930.00 | (4%) 101.92K to 97.42K | |
| 11-Mar-22 4:03 PM View: | CBIZ Inc. (CBZ) | 09-Mar-22 | Option Exercise | 7,428 | $10.35 | $76,879.80 | 8% 94.49K to 101.92K |