Filing Details
- Accession Number:
- 0001225208-17-018674
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2017-12-14 16:20:56
- Reporting Period:
- 2017-12-12
- Accepted Time:
- 2017-12-14 16:20:56
- 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 | 2017-12-12 | 35,000 | $5.87 | 287,972 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2017-12-12 | 25,159 | $5.87 | 313,131 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2017-12-12 | 15,291 | $14.95 | 297,840 | No | 4 | F | Direct | |
| Common Stock | Disposition | 2017-12-12 | 35,000 | $14.95 | 262,840 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2017-12-13 | 9,841 | $5.87 | 272,681 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2017-12-13 | 6,108 | $14.98 | 266,573 | No | 4 | F | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | F | Direct | |
| No | 4 | S | Direct | |
| No | 4 | M | Direct | |
| No | 4 | F | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option | Disposition | 2017-12-12 | 25,159 | $5.87 | 25,159 | $5.87 |
| Common Stock | Employee Stock Option | Disposition | 2017-12-12 | 35,000 | $5.87 | 35,000 | $5.87 |
| Common Stock | Employee Stock Option | Disposition | 2017-12-13 | 9,841 | $5.87 | 9,841 | $5.87 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 44,841 | 2013-05-22 | 2018-05-22 | No | 4 | M | Direct |
| 9,841 | 2013-05-22 | 2018-05-22 | No | 4 | M | Direct |
| 0 | 2013-05-22 | 2018-05-22 | 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 | $6.52 | 2014-05-09 | 2019-05-09 | 70,000 | 70,000 | Direct |
| 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 |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 2019-05-09 | 70,000 | 70,000 | Direct |
| 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 |
Footnotes
- Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
- Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.
- Average price between $14.95 and $15.038.
- Average price between $14.95 and $15.02.
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