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. | 239,340.95 | reported | 14 Feb 2025 | tx 282+1,432,606.25−1,311,774 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Feb 2025 | GRANT_AWARD | CBIZ, Inc. | 10,444 | 0.00 USD | |
| 12 Feb 2025 | TAX_WITHHOLDING | CBIZ, Inc. | 7,249 | 87.24 USD | |
| 12 Feb 2025 | GRANT_AWARD | CBIZ, Inc. | 16,160 | 0.00 USD | |
| 11 Feb 2025 | TAX_WITHHOLDING | CBIZ, Inc. | 1,859 | 88.03 USD | |
| 11 Feb 2025 | EXERCISE | CBIZ, Inc. | 4,143 | — | |
| 11 Feb 2025 | EXERCISE | CBIZ, Inc. | 4,143 | — | deriv |
| 08 Feb 2025 | TAX_WITHHOLDING | CBIZ, Inc. | 1,671 | 88.00 USD | |
| 09 Feb 2025 | TAX_WITHHOLDING | CBIZ, Inc. | 1,401 | 88.00 USD | |
| 08 Feb 2025 | EXERCISE | CBIZ, Inc. | 3,724 | — | |
| 08 Feb 2025 | EXERCISE | CBIZ, Inc. | 3,724 | — | deriv |
| 11 Feb 2024 | EXERCISE | CBIZ, Inc. | 5,941 | — | |
| 11 Feb 2024 | TAX_WITHHOLDING | CBIZ, Inc. | 2,665 | 66.07 USD | |
| 11 Feb 2024 | EXERCISE | CBIZ, Inc. | 4,143 | — | |
| 09 Feb 2024 | GRANT_AWARD | CBIZ, Inc. | 9,369 | 0.00 USD | |
| 09 Feb 2024 | GRANT_AWARD | CBIZ, Inc. | 35,644 | 0.00 USD | |
| 09 Feb 2024 | TAX_WITHHOLDING | CBIZ, Inc. | 15,988 | 66.07 USD | |
| 11 Feb 2024 | TAX_WITHHOLDING | CBIZ, Inc. | 1,859 | 66.07 USD | |
| 11 Feb 2024 | EXERCISE | CBIZ, Inc. | 4,143 | — | deriv |
| 11 Feb 2024 | EXERCISE | CBIZ, Inc. | 5,941 | — | deriv |
| 08 Feb 2024 | TAX_WITHHOLDING | CBIZ, Inc. | 1,806 | 65.13 USD | |
| 08 Feb 2024 | EXERCISE | CBIZ, Inc. | 3,725 | — | |
| 08 Feb 2024 | EXERCISE | CBIZ, Inc. | 3,725 | — | deriv |
| 27 Feb 2023 | SALE | CBIZ, Inc. | 32,821 | 51.20 USD | |
| 27 Feb 2023 | EXERCISE | CBIZ, Inc. | 32,821 | 19.45 USD | |
| 28 Feb 2023 | SALE | CBIZ, Inc. | 42,179 | 50.98 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Mar 2014.