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
  1. Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.
  2. Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.
  3. 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.
  4. Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.
  5. Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
  6. Exercise and sale of Employee Stock Options granted 5-13-2011 at $6.75 exercise price, expiring 5-13-16.
  7. 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.
  8. Surrender of stock to satisfy withholding obligation on vesting of restricted stock
  9. 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.
  10. Annual equity compensation award granted on 5-9-2013, vesting 25% in each of the four anniversaries following the grant date.
  11. Annual equity compensation award granted on 5-14-2014, vesting 25% in each of the four anniversaries following the grant date.
  12. Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021.
  13. Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.
  14. Consists of Options granted of5/10/2017 vesting in 25% increments each year beginning 05/10/2018 and expiring on 05/10/2023.
  15. Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024.