Form 4: CBIZ CEO Jerome Grisko Reports Changes in Beneficial Ownership
SEC Form 4 Filing
Jerome Grisko, CEO of CBIZ, reports changes in beneficial ownership of company stock due to estate planning transfers.
Summary
- Jerome P. Grisko, Jr., CEO and President of CBIZ, Inc., filed a Form 4 detailing changes in his beneficial ownership of CBIZ common stock.
- The transactions, dated March 26, 2025, involve the transfer of shares for estate planning purposes.
- These transfers include gifts to trusts and spousal trusts.
- The reporting person continues to beneficially own shares directly and indirectly through various trusts.
- Share numbers were updated to reflect previous transfers involving the reporting person and the reporting person's trust.
Sentiment
Score: 5
Explanation: The document is a standard SEC filing detailing changes in beneficial ownership, which is neutral in sentiment.
Industry Context
This filing is a routine disclosure related to insider transactions and doesn't necessarily reflect a change in the company's operational outlook or performance.
Stakeholder Impact
- The transactions do not appear to have a direct impact on CBIZ's stakeholders, as they relate to personal estate planning by the CEO.
Key Dates
| Date | Description |
|---|---|
| 03/26/2025 | Date of the stock transactions (gifts to trusts and spousal trusts). |
| 03/28/2025 | Date of signature on the Form 4 filing. |
Keywords
beneficial ownership, Form 4, CBIZ, Jerome Grisko, estate planning, stock transfer, trusts, SLAT, spousal trust
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