SEC Form 4 · accession 0001225208-15-012416
CBIZ, Inc. · CBZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Chris Spurio
Officer — President, Financial Services
Period of report
May 15, 2015
Accepted (ET)
May 19, 2015 · 3:27 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,F2 | May 15, 2015 | A | 30,000 | $0.00 | A | 129,388 | D | |
| Common stockF3 | May 15, 2015 | P | 25 | $9.4712 | A | 129,413 | 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 OptionF4 | $9.35 | May 15, 2015 | A | 75,000 | A | May 15, 2016 | May 15, 2021 | Common stock | 75,000 | 75,000 | D |
| Employee Stock Option | $7.41 | holding | — | — | — | Apr 4, 2012 | Apr 4, 2017 | Common stock | 50,000 | 50,000 | D |
| Employee Stock Option | $6.52 | holding | — | — | — | May 9, 2014 | May 9, 2019 | Common stock | 65,000 | 65,000 | D |
| Employee Stock Option | $6.75 | holding | — | — | — | May 13, 2011 | May 13, 2016 | Common stock | 6,250 | 6,250 | D |
| Employee Stock Option | $8.36 | holding | — | — | — | May 14, 2015 | May 14, 2020 | Common stock | 72,000 | 72,000 | D |
| Employee Stock Option | $5.87 | holding | — | — | — | May 22, 2013 | May 22, 2018 | Common stock | 60,000 | 60,000 | D |
Explanation of responses
- F1Restricted Common Stock previously reported as a separate non-derivative from common stock, affecting the total number of shares of common stock. This stock will no longer be reported separate from common stock.
- F2No consideration was provided for this grant.
- F3Purchased under the Amended and Restated CBIZ 2007 Employee Stock Purchase Plan approved by Shareholders at the 2011 Annual Meeting. Cost of purchasing stock under the Plan is 15% less than FMV as defined by the Plan
- F4Consists of Option granted 05/15/2015, vesting in 25% increments each year beginning 05/15/2016, and expiring on 05/15/2021.