Filing Details
- Accession Number:
- 0001127602-19-008376
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2019-02-26 16:20:20
- Reporting Period:
- 2019-02-22
- Accepted Time:
- 2019-02-26 16:20:20
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
944148 | Cbiz Inc. | CBZ | Services-Business Services, Nec (7389) | 222769024 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1641312 | P Michael Kouzelos | C/O Cbiz, Inc. 6050 Oak Tree Boulevard South Cleveland OH 44131 | President, Employee Services | No | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Acquisiton | 2019-02-22 | 16,800 | $6.52 | 300,984 | No | 4 | M | Direct | |
Common Stock | Disposition | 2019-02-22 | 16,800 | $21.30 | 284,184 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | M | Direct | |
No | 4 | S | Direct |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Common Stock | Employee Stock Option | Disposition | 2019-02-22 | 16,800 | $0.00 | 16,800 | $6.52 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
0 | 2014-05-09 | 2019-05-09 | No | 4 | M | Direct |
Reported Derivative Holdings
Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
---|---|---|---|---|---|---|---|
Common Stock | Employee Stock Option | $8.36 | 2015-05-14 | 2020-05-14 | 70,000 | 70,000 | Direct |
Common Stock | Employee Stock Option | $9.35 | 2016-05-15 | 2021-05-15 | 72,000 | 72,000 | Direct |
Common Stock | Employee Stock Option | $10.35 | 2017-05-10 | 2022-05-10 | 72,000 | 72,000 | Direct |
Common Stock | Employee Stock Option | $15.55 | 2018-05-10 | 2023-05-10 | 72,000 | 72,000 | Direct |
Common Stock | Employee Stock Option | $19.45 | 2019-05-09 | 2024-05-09 | 72,000 | 72,000 | Direct |
Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
---|---|---|---|
2020-05-14 | 70,000 | 70,000 | Direct |
2021-05-15 | 72,000 | 72,000 | Direct |
2022-05-10 | 72,000 | 72,000 | Direct |
2023-05-10 | 72,000 | 72,000 | Direct |
2024-05-09 | 72,000 | 72,000 | Direct |
Footnotes
- Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.
- Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.
- Consists of restricted shares issued under the CBIZ, Inc. 2014 Stock Incentive Plan. Restrictions lapse with respect to 25% of the granted restricted shares on each of the first, second, third and fourth anniversaries of the grant date, provided grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy.
- Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.
- Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
- Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16.
- Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock.
- Surrender of stock to satisfy withholding obligation on vesting of restricted stock
- Weighted average sale price of price range between $21.25 and $21.38. Will provide upon request number of shares sold at each separate price.
- Annual equity compensation award granted on 5-9-2013, vesting 25% in each of the four anniversaries following the grant date.
- Annual equity compensation award granted on 5-14-2014, vesting 25% in each of the four anniversaries following the grant date.
- Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021.
- Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.
- Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023.
- Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024.