| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CBIZ, Inc. | Director | Common Stock | 45.3K | $2.99M | $66.07 | May 10, 2024 | By trust |
| CBIZ, Inc. | Director | Common Stock | 6.49K | $429K | $66.07 | May 10, 2024 | Direct |
| BNY Mellon Alcentra Opportunistic Global Credit Income Fund | Director | Institutional Shares of Beneficial Interest | 0 | Oct 6, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CBZ | CBIZ, Inc. | May 10, 2024 | 1 | $0 | 4 | May 14, 2024 | Director |
| CBZ | CBIZ, Inc. | Aug 3, 2023 | 1 | -$406K | 4 | Aug 7, 2023 | Director |
| CBZ | CBIZ, Inc. | May 10, 2023 | 1 | $0 | 4 | May 12, 2023 | Director |
| CBZ | CBIZ, Inc. | May 20, 2022 | 1 | -$248K | 4 | May 20, 2022 | Director |
| CBZ | CBIZ, Inc. | May 9, 2022 | 1 | $0 | 4 | May 11, 2022 | Director |
| CBZ | CBIZ, Inc. | Oct 11, 2021 | 1 | -$71K | 4 | Oct 13, 2021 | Director |
| NONE | BNY Mellon Alcentra Opportunistic Global Credit Income Fund | Oct 6, 2021 | 0 | $0 | 3 | Oct 6, 2021 | Director |
| CBZ | CBIZ, Inc. | Jul 12, 2021 | 1 | -$67.2K | 4 | Jul 14, 2021 | Director |
| CBZ | CBIZ, Inc. | May 12, 2021 | 1 | $0 | 4 | May 14, 2021 | Director |