Filing Details
- Accession Number:
- 0001127602-21-015178
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2021-05-04 13:00:00
- Reporting Period:
- 2021-04-30
- Accepted Time:
- 2021-05-04 16:07:11
- 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 | 2021-04-30 | 10,244 | $10.35 | 294,428 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2021-04-30 | 10,244 | $33.62 | 284,164 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2021-05-03 | 31,931 | $10.35 | 316,115 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2021-05-03 | 31,931 | $34.12 | 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 | 2021-04-30 | 10,244 | $0.00 | 10,244 | $10.35 |
| Common Stock | Employee Stock Option | Disposition | 2021-05-03 | 31,931 | $0.00 | 31,931 | $10.35 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 61,756 | 2017-05-10 | 2022-05-10 | No | 4 | M | Direct |
| 29,825 | 2017-05-10 | 2022-05-10 | 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 | $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 |
|---|---|---|---|
| 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
- Consists of Options granted 05/10/2016, vesting in 25% increments each year beginning 05/10/2017, and expiring on 05/10/2022.
- Weighted average sale price of price range between $33.53 and $33.70. Will provide upon request number of shares sold at each separate price.
- Weighted average sale price of price range between $33.60 and $34.39. Will provide upon request number of shares sold at each separate price.
- The restricted stock units vest in three (3) equal annual installments beginning 2-11-2022.
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