SEC Form 4 · accession 0001127602-18-026296
CBIZ, Inc. · CBZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Michael W Gleespen
Officer — Corp. Secretary
Period of report
Aug 23, 2018
Accepted (ET)
Aug 27, 2018 · 4:54 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000944148
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 23, 2018 | M | 9,000 | $6.52 | A | 118,880 | D | |
| Common StockF1,F2 | Aug 23, 2018 | S | 9,000 | $23.4575 | D | 109,880 | D | |
| Common StockF3 | Aug 23, 2018 | M | 18,000 | $8.36 | A | 127,880 | D | |
| Common StockF3,F4 | Aug 23, 2018 | S | 18,000 | $23.4008 | D | 109,880 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Employee Stock OptionF1 | $6.52 | Aug 23, 2018 | M | 9,000 | D | May 9, 2014 | May 9, 2019 | Common Stock | 9,000 | 0 | D |
| Employee Stock OptionF3 | $8.36 | Aug 23, 2018 | M | 18,000 | D | May 14, 2015 | May 14, 2020 | Common Stock | 18,000 | 0 | D |
| Employee Stock Option | $9.35 | holding | — | — | — | May 15, 2016 | May 15, 2021 | Common Stock | 27,000 | 27,000 | D |
| Employee Stock Option | $10.35 | holding | — | — | — | May 10, 2017 | May 10, 2022 | Common Stock | 36,000 | 36,000 | D |
| Employee Stock Option | $15.55 | holding | — | — | — | May 10, 2018 | May 10, 2023 | Common Stock | 36,000 | 36,000 | D |
| Employee Stock Option | $19.45 | holding | — | — | — | May 9, 2019 | May 9, 2024 | Common Stock | 36,000 | 36,000 | D |
Explanation of responses
- F1Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.
- F2Weighted average sale price of price range between $23.40 and $23.53. Will provide upon request number of shares sold at each separate price.
- F3Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-09-2020.
- F4Weighted average sale price of price range between $23.39 and $23.42. Will provide upon request number of shares sold at each separate price.