Form 4 for CBZ CBIZ, Inc.
Accepted 2023-02-28 00:00:00 ET · period of report 2023-02-27 · accession 0001127602-23-007595 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-02-28 | 2023-02-27+ | CBZ | Kouzelos Michael P | Pres, Employee Services | M - OptEx | $19.45 | +72.0K | 360.1K | +25% | +$1.40M |
| DM | 2023-02-28 | 2023-02-27+ | CBZ | Kouzelos Michael P | Pres, Employee Services | S - Sale+OE | $51.22 | -72.0K | 313.0K | -19% | -$3.69M |
| DM | 2023-02-28 | 2023-02-27+ | CBZ | Kouzelos Michael P | Pres, Employee Services | M - OptEx | $0.00 | -72.0K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-02-28 | M | A | 24,875 | $19.45 | 337,878 | D | — | — | |
| 2 | Common | Common Stock | 2023-02-27 | S | D | 47,125 | $51.23 | 313,003 | D | — | — | (F1) Weighted average sale price of price range between $50.83 and $51.65. Will provide upon request number of shares sold at each separate price. |
| 3 | Common | Common Stock | 2023-02-27 | M | A | 47,125 | $19.45 | 360,128 | D | — | — | |
| 4 | Common | Common Stock | 2023-02-28 | S | D | 24,875 | $51.21 | 313,003 | D | — | — | (F2) Weighted average sale price of price range between $50.51 and $51.82. Will provide upon request number of shares sold at each separate price. |
| 5 | Derivative | Employee Stock Option | 2023-02-27 | M | D | 47,125 | $0.00 | 24,875 | D | $19.45 · 2019-05-09 to 2024-05-09 | 47,125 Common Stock | (F3) Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. |
| 6 | Derivative | Employee Stock Option | 2023-02-28 | M | D | 24,875 | $0.00 | 0 | D | $19.45 · 2019-05-09 to 2024-05-09 | 24,875 Common Stock | (F3) Consists of Options granted on 05/09/2018 vesting in 25% increments each year beginning 05/09/2019 and expiring on 05/09/2024. |