Filing Details

Accession Number:
0001127602-21-007191
Form Type:
4
Zero Holdings:
No
Publication Time:
2021-02-23 07:22:28
Reporting Period:
2021-02-19
Accepted Time:
2021-02-23 07:22:28
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 2021-02-19 21,222 $9.35 305,406 No 4 M Direct
Common Stock Disposition 2021-02-19 21,222 $29.35 284,184 No 4 S Direct
Common Stock Acquisiton 2021-02-22 14,778 $9.35 298,962 No 4 M Direct
Common Stock Disposition 2021-02-22 14,778 $30.10 284,184 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 2021-02-19 21,222 $0.00 21,222 $9.35
Common Stock Employee Stock Option Disposition 2021-02-22 14,778 $0.00 14,778 $9.35
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
14,778 2016-05-15 2021-05-15 No 4 M Direct
0 2016-05-15 2021-05-15 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 $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
Common Stock Restricted Stock Units $0.00 2020-03-20 2022-03-20 19,291 19,291 Direct
Common Stock Restricted Stock Units $0.00 2021-02-27 2023-02-27 14,379 14,379 Direct
Common Stock Restricted Stock Units $0.00 2022-02-11 2024-02-11 16,121 16,121 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2022-05-10 72,000 72,000 Direct
2023-05-10 72,000 72,000 Direct
2024-05-09 72,000 72,000 Direct
2022-03-20 19,291 19,291 Direct
2023-02-27 14,379 14,379 Direct
2024-02-11 16,121 16,121 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 $29.365 and $29.43. Will provide upon request number of shares sold at each separate price.
  3. Weighted average sale price of price range between $29.33 and $30.39. Will provide upon request number of shares sold at each separate price.