Filing Details

Accession Number:
0001127602-20-031068
Form Type:
4
Zero Holdings:
No
Publication Time:
2020-12-10 16:08:04
Reporting Period:
2020-12-08
Accepted Time:
2020-12-10 16:08:04
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
1251094 P Jerome Grisko C/O Cbiz, Inc.
6050 Oak Tree Boulevard South
Cleveland OH 44131
Ceo & President Yes 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 2020-12-08 10,000 $9.35 127,642 No 4 M Direct
Common Stock Disposition 2020-12-08 10,000 $24.72 117,642 No 4 S Direct
Common Stock Acquisiton 2020-12-08 828 $9.35 118,470 No 4 M Direct
Common Stock Disposition 2020-12-08 828 $25.00 117,642 No 4 S Direct
Common Stock Acquisiton 2020-12-09 11,000 $9.35 128,642 No 4 M Direct
Common Stock Disposition 2020-12-09 11,000 $25.11 117,642 No 4 S Direct
Common Stock Acquisiton 2020-12-09 25,311 $9.35 142,953 No 4 M Direct
Common Stock Disposition 2020-12-09 25,311 $25.33 117,642 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
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 2020-12-08 10,000 $0.00 10,000 $9.35
Common Stock Employee Stock Option Disposition 2020-12-08 828 $0.00 828 $9.35
Common Stock Employee Stock Option Disposition 2020-12-09 11,000 $0.00 11,000 $9.35
Common Stock Employee Stock Option Disposition 2020-12-09 25,311 $0.00 25,311 $9.35
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
54,752 2016-05-15 2021-05-15 No 4 M Direct
53,924 2016-05-15 2021-05-15 No 4 M Direct
42,924 2016-05-15 2021-05-15 No 4 M Direct
17,613 2016-05-15 2021-05-15 No 4 M Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 556,976 Indirect By trust
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 2022-05-20 180,000 180,000 Direct
Common Stock Employee Stock Option $15.55 2018-05-10 2023-05-10 180,000 180,000 Direct
Common Stock Employee Stock Option $19.45 2019-05-09 2024-05-09 180,000 180,000 Direct
Common Stock Restricted Stock Units $0.00 2020-03-20 2022-03-20 48,678 48,678 Direct
Common Stock Restricted Stock Units $0.00 2021-02-27 2023-02-27 36,285 36,285 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2022-05-20 180,000 180,000 Direct
2023-05-10 180,000 180,000 Direct
2024-05-09 180,000 180,000 Direct
2022-03-20 48,678 48,678 Direct
2023-02-27 36,285 36,285 Direct
Footnotes
  1. Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021.
  2. Weighted average sale price of price range between between $24.59 and $24.82. Will provide upon request number of shares sold at each separate price.
  3. Weighted average sale price of price range between between $25.00 and $25.23. Will provide upon request number of shares sold at each separate price.
  4. Weighted average sale price of price range between $25.13 and $25.45. Will provide upon request number of shares sold at each separate price.