Filing Details
- Accession Number:
- 0001127602-20-008617
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-03-02 16:56:06
- Reporting Period:
- 2020-02-27
- Accepted Time:
- 2020-03-02 16:56:06
- 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 |
|---|---|---|---|---|---|---|---|
| 1279175 | H Ware Grove | C/O Cbiz, Inc. 6050 Oak Tree Boulevard South Cleveland OH 44131 | C.f.o. | 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 | 2020-02-27 | 23,590 | $9.35 | 272,666 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2020-02-27 | 23,590 | $26.24 | 249,076 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2020-02-28 | 1,410 | $9.35 | 250,486 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2020-02-28 | 1,410 | $25.33 | 249,076 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| 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 | 2020-02-27 | 23,590 | $0.00 | 23,590 | $9.35 |
| Common Stock | Employee Stock Option | Disposition | 2020-02-28 | 1,410 | $0.00 | 1,410 | $9.35 |
| Common Stock | Restricted Stock Units | Acquisiton | 2020-02-27 | 15,691 | $0.00 | 15,691 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 51,410 | 2016-05-15 | 2021-05-15 | No | 4 | M | Direct |
| 50,000 | 2016-05-15 | 2021-05-15 | No | 4 | M | Direct |
| 15,691 | 2021-02-27 | 2023-02-27 | No | 4 | A | Direct |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option | $10.35 | 2017-05-10 | 2022-05-10 | 75,000 | 75,000 | Direct |
| Common Stock | Employee Stock Option | $15.55 | 2018-05-10 | 2023-05-10 | 75,000 | 75,000 | Direct |
| Common Stock | Employee Stock Option | $19.45 | 2019-05-09 | 2024-05-09 | 75,000 | 75,000 | Direct |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 2022-05-10 | 75,000 | 75,000 | Direct |
| 2023-05-10 | 75,000 | 75,000 | Direct |
| 2024-05-09 | 75,000 | 75,000 | Direct |
Footnotes
- Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021.
- Weighted average sale price of price range between $26.62 and $26.00. Will provide upon request number of shares sold at each separate price.
- Weighted average sale price between $25.35 and $25.27. Will provide upon request number of shares sold at each separate price.
- The restricted stock units vest in three (3) equal annual installments beginning 2-27-2021.
- Each restricted stock unit represents a contingent right to receive one share of CBIZ common stock.
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