SEC Form 4 · accession 0001225208-18-004025
CBIZ, Inc. · CBZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Steven L Gerard
Director
Period of report
Feb 21, 2018
Accepted (ET)
Feb 23, 2018 · 4:26 pm EST
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 | Feb 21, 2018 | M | 17,301 | $6.52 | A | 346,976 | D | |
| Common stock | Feb 21, 2018 | S | 17,301 | $18.00 | D | 329,675 | D | |
| Common stockF1 | Feb 22, 2018 | M | 92,646 | $6.52 | A | 422,321 | D | |
| Common stockF2 | Feb 22, 2018 | S | 92,646 | $18.1583 | D | 329,675 | 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 | Feb 21, 2018 | M | 17,301 | D | May 9, 2014 | May 9, 2019 | Common stock | 17,301 | 92,646 | D |
| Employee Stock OptionF1 | $6.52 | Feb 22, 2018 | M | 92,646 | D | May 9, 2014 | May 9, 2019 | Common stock | 92,646 | 0 | D |
| Employee Stock Option | $8.36 | holding | — | — | — | May 14, 2015 | May 14, 2020 | Common stock | 180,000 | 180,000 | D |
| Employee Stock Option | $9.35 | holding | — | — | — | May 15, 2016 | May 15, 2021 | Common stock | 180,000 | 180,000 | D |
Explanation of responses
- F1Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.
- F2Average price between $17.80 and $18.275.