SEC Form 4 · accession 0001225208-16-034547
CBIZ, Inc. · CBZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Kelly Marek
Officer — Treasurer
Period of report
Jun 1, 2016
Accepted (ET)
Jun 3, 2016 · 4:17 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 | Jun 1, 2016 | M | 6,000 | $7.41 | A | 50,957 | D | |
| Common stockF2 | Jun 1, 2016 | M | 6,000 | $5.87 | A | 56,957 | D | |
| Common stock | Jun 1, 2016 | S | 12,000 | $10.66 | D | 44,957 | D | |
| Common stockF3 | Jun 2, 2016 | M | 6,000 | $8.36 | A | 50,957 | D | |
| Common stockF4 | Jun 2, 2016 | M | 6,000 | $6.52 | A | 56,957 | D | |
| Common stockF5 | Jun 2, 2016 | M | 3,000 | $9.35 | A | 59,957 | D | |
| Common stock | Jun 2, 2016 | S | 15,000 | $10.65 | D | 44,957 | 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 Option | $7.41 | Jun 1, 2016 | M | 6,000 | D | Apr 4, 2012 | Apr 4, 2017 | Common stock | 6,000 | 0 | D |
| Employee Stock Option | $5.87 | Jun 1, 2016 | M | 6,000 | D | May 22, 2013 | May 22, 2018 | Common stock | 6,000 | 0 | D |
| Employee Stock Option | $6.52 | Jun 2, 2016 | M | 6,000 | D | May 9, 2014 | May 9, 2019 | Common stock | 6,000 | 3,000 | D |
| Employee Stock Option | $8.36 | Jun 2, 2016 | M | 6,000 | D | May 14, 2015 | May 14, 2020 | Common stock | 6,000 | 6,000 | D |
| Employee Stock Option | $9.35 | Jun 2, 2016 | M | 3,000 | D | May 15, 2016 | May 15, 2021 | Common stock | 3,000 | 9,000 | D |
Explanation of responses
- F1Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.
- F2Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
- F3Exercise and sale of Employee Stock Options granted 05-14-2014 at $8.36 exercise price, expiring 05-14-2020.
- F4Exercise and sale of Employee Stock Options granted 05-09-2013 at $5.87 exercise price, expiring 05-09-2019.
- F5Exercise and sale of Employee Stock Options granted 05-15-2015 at $9.35 exercise price, expiring 05-15-2021.