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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Aug-23 4:30 PM View:  | CBIZ Inc. (CBZ) | 03-Aug-23 | Private Sale | 7,519 | $54.01 | $406,116.00 | (13%) 57.31K to 49.8K | |
| 12-May-23 3:42 PM View: | CBIZ Inc. (CBZ) | 10-May-23 | Grant | 3,022 | -- | -- | 6% 54.29K to 57.31K | |
| 20-May-22 5:17 PM View: | CBIZ Inc. (CBZ) | 20-May-22 | Market Sale | 6,482 | $38.32 | $248,391.00 | (11%) 60.77K to 54.29K | (< 1%) |
| 11-May-22 10:16 AM View: | CBIZ Inc. (CBZ) | 09-May-22 | Grant | 3,004 | -- | -- | 5% 57.77K to 60.77K | |
| 13-Oct-21 6:00 PM View: | CBIZ Inc. (CBZ) | 11-Oct-21 | Market Sale | 2,100 | $33.83 | $71,047.60 | (4%) 59.87K to 57.77K | (3%) |
| 14-Jul-21 5:26 PM View: | CBIZ Inc. (CBZ) | 12-Jul-21 | Market Sale (Planned) | 2,100 | $32.00 | $67,191.60 | (3%) 61.97K to 59.87K | < 1% |
| 14-May-21 5:02 PM View: | CBIZ Inc. (CBZ) | 12-May-21 | Grant | 3,738 | -- | -- | 6% 58.23K to 61.97K | |
| 14-Apr-21 6:13 PM View: | CBIZ Inc. (CBZ) | 12-Apr-21 | Market Sale (Planned) | 4,200 | $33.49 | $140,667.00 | (7%) 62.43K to 58.23K | < 1% |
| 03-Dec-20 8:20 AM View: | CBIZ Inc. (CBZ) | 01-Dec-20 | Market Sale (Planned) | 700 | $24.48 | $17,137.00 | (1%) 63.13K to 62.43K | (7%) |
| 04-Nov-20 8:54 AM View: | CBIZ Inc. (CBZ) | 02-Nov-20 | Market Sale (Planned) | 700 | $23.10 | $16,168.50 | (1%) 63.83K to 63.13K | (13%) |
| 05-Oct-20 8:04 AM View: | CBIZ Inc. (CBZ) | 01-Oct-20 | Market Sale (Planned) | 700 | $22.88 | $16,012.50 | (1%) 64.53K to 63.83K | (14%) |
| 03-Sep-20 7:14 AM View: | CBIZ Inc. (CBZ) | 01-Sep-20 | Market Sale (Planned) | 700 | $24.22 | $16,951.90 | (1%) 65.23K to 64.53K | (8%) |
| 05-Aug-20 4:15 PM View: | CBIZ Inc. (CBZ) | 03-Aug-20 | Market Sale (Planned) | 700 | $24.33 | $17,028.00 | (1%) 65.93K to 65.23K | (7%) |
| 01-Jul-20 5:46 PM View: | CBIZ Inc. (CBZ) | 01-Jul-20 | Market Sale (Planned) | 700 | $24.02 | $16,812.60 | (1%) 66.63K to 65.93K | (9%) |
| 18-May-20 4:13 PM View: | CBIZ Inc. (CBZ) | 15-May-20 | Market Sale | 3,200 | $21.00 | $67,200.00 | (5%) 69.83K to 66.63K | (24%) |
| 18-May-20 4:13 PM View: | CBIZ Inc. (CBZ) | 14-May-20 | Grant | 5,759 | -- | -- | 9% 64.07K to 69.83K | |
| 03-Apr-20 4:05 PM View: | CBIZ Inc. (CBZ) | 01-Apr-20 | Market Sale (Planned) | 1,600 | $20.24 | $32,389.00 | (2%) 65.67K to 64.07K | (29%) |
| 04-Mar-20 4:13 PM View: | CBIZ Inc. (CBZ) | 02-Mar-20 | Market Sale (Planned) | 1,600 | $26.07 | $41,707.20 | (2%) 67.27K to 65.67K | (< 1%) |
| 05-Feb-20 4:32 PM View: | CBIZ Inc. (CBZ) | 03-Feb-20 | Market Sale (Planned) | 1,600 | $27.22 | $43,547.50 | (2%) 68.87K to 67.27K | 4% |
| 06-Jan-20 4:33 PM View: | CBIZ Inc. (CBZ) | 02-Jan-20 | Market Sale (Planned) | 1,600 | $26.92 | $43,074.60 | (2%) 70.47K to 68.87K | 3% |
| 04-Dec-19 4:45 PM View: | CBIZ Inc. (CBZ) | 02-Dec-19 | Market Sale (Planned) | 1,600 | $26.75 | $42,803.00 | (2%) 72.07K to 70.47K | 2% |
| 05-Nov-19 4:33 PM View: | CBIZ Inc. (CBZ) | 01-Nov-19 | Market Sale (Planned) | 1,600 | $27.45 | $43,914.10 | (2%) 81.67K to 80.07K | 5% |
| 04-Oct-19 4:14 PM View: | CBIZ Inc. (CBZ) | 03-Oct-19 | Market Sale (Planned) | 1,600 | $23.15 | $37,047.70 | (2%) 83.27K to 81.67K | (13%) |
| 21-Aug-19 4:06 PM View: | CBIZ Inc. (CBZ) | 19-Aug-19 | Gift | 66,071 | -- | -- | 88% 75.27K to 141.34K | |
| 21-Aug-19 4:06 PM View: | CBIZ Inc. (CBZ) | 19-Aug-19 | Gift | 66,071 | -- | -- | (47%) 141.34K to 75.27K | |
| 17-Jun-19 4:10 PM View: | CBIZ Inc. (CBZ) | 14-Jun-19 | Market Sale | 15,684 | $20.40 | $319,987.00 | (17%) 90.96K to 75.27K | (28%) |
| 10-May-19 6:45 PM View: | CBIZ Inc. (CBZ) | 08-May-19 | Grant | 6,107 | -- | -- | 7% 84.85K to 90.96K | |
| 27-Dec-18 4:15 PM View: | CBIZ Inc. (CBZ) | 24-Dec-18 | Gift | 10,525 | -- | -- | (11%) 95.38K to 84.85K | |
| 09-Feb-18 1:33 PM View: | CBIZ Inc. (CBZ) | 07-Feb-18 | Grant | 6,192 | -- | -- | 7% 89.18K to 95.38K | |
| 10-Feb-17 5:11 PM View: | CBIZ Inc. (CBZ) | 08-Feb-17 | Grant | 7,783 | -- | -- | 10% 81.4K to 89.18K | |
| 16-Feb-16 7:35 AM View: | CBIZ Inc. (CBZ) | 11-Feb-16 | Grant | 9,607 | -- | -- | 13% 71.79K to 81.4K | |
| 13-Feb-15 12:29 PM View: | CBIZ Inc. (CBZ) | 11-Feb-15 | Grant | 11,793 | -- | -- | 20% 60.0K to 71.79K | |
| 18-Feb-14 6:32 AM View: | CBIZ Inc. (CBZ) | 13-Feb-14 | Grant | 12,000 | -- | -- | 25% 48.0K to 60.0K | |
| 10-Dec-13 5:52 PM View: | CBIZ Inc. (CBZ) | 06-Dec-13 | Option Exercise | 50,000 | -- | -- | 104% 48.0K to 98.0K | |
| 10-Dec-13 5:52 PM View: | CBIZ Inc. (CBZ) | 06-Dec-13 | Market Option Sale | 50,000 | $8.90 | $445,250.00 | (51%) 98.0K to 48.0K | (193%) |
| 07-Feb-13 7:15 AM View: | CBIZ Inc. (CBZ) | 06-Feb-13 | Grant | 12,000 | -- | -- | 33% 36.0K to 48.0K | |
| 14-Feb-13 1:26 PM View: | CBIZ Inc. (CBZ) | 22-Feb-12 | Grant | 10,000 | -- | -- | 38% 26.0K to 36.0K | |
| 11-Feb-11 3:56 PM View: | CBIZ Inc. (CBZ) | 09-Feb-11 | Grant | 10,000 | -- | -- | 62% 16.0K to 26.0K | |
| 12-Feb-10 5:49 PM View: | CBIZ Inc. (CBZ) | 11-Feb-10 | Grant | 8,000 | -- | -- | 100% 8.0K to 16.0K | |
| 23-Feb-09 5:01 PM View: | CBIZ Inc. (CBZ) | 19-Feb-09 | Grant | 8,000 | -- | -- | 100% 0 to 8.0K |