Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CBIZ, Inc. | 474,579 | reported | 13 Mar 2026 | tx 551+6,308,471.61−5,290,907 |
| DAVEY TREE EXPERT CO | 1,558 | reported | 20 May 2026 | tx 1+1,558 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | DAVEY TREE EXPERT CO | 1,558 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 5,429 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 38,595 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 33,166 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 33,166 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 5,429 | 0.00 USD | |
| 13 Mar 2026 | GIFT | CBIZ, Inc. | 38,595 | 0.00 USD | |
| 06 Mar 2026 | GRANT_AWARD | CBIZ, Inc. | 85,709 | 0.00 USD | |
| 14 Feb 2026 | TAX_WITHHOLDING | CBIZ, Inc. | 4,510 | 27.84 USD | |
| 11 Feb 2026 | GRANT_AWARD | CBIZ, Inc. | 32,899 | 0.00 USD | |
| 11 Feb 2026 | TAX_WITHHOLDING | CBIZ, Inc. | 14,756 | 30.47 USD | |
| 09 Feb 2026 | TAX_WITHHOLDING | CBIZ, Inc. | 3,469 | 34.29 USD | |
| 08 Feb 2026 | EXERCISE | CBIZ, Inc. | 9,454 | — | |
| 08 Feb 2026 | TAX_WITHHOLDING | CBIZ, Inc. | 4,241 | 38.27 USD | |
| 08 Feb 2026 | EXERCISE | CBIZ, Inc. | 9,454 | — | deriv |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 5,080 | 0.00 USD | |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 5,080 | 0.00 USD | |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 177,914 | 0.00 USD | |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 24,325 | 0.00 USD | |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 177,914 | 0.00 USD | |
| 26 Mar 2025 | GIFT | CBIZ, Inc. | 24,325 | 0.00 USD | |
| 14 Feb 2025 | GRANT_AWARD | CBIZ, Inc. | 30,164 | 0.00 USD | |
| 12 Feb 2025 | TAX_WITHHOLDING | CBIZ, Inc. | 16,544 | 87.24 USD | |
| 12 Feb 2025 | GRANT_AWARD | CBIZ, Inc. | 36,884 | 0.00 USD | |
| 11 Feb 2025 | EXERCISE | CBIZ, Inc. | 9,457 | — |
1 purchase reported after at least 12 months of silence — most recent on 04 Jan 2006.