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CBIZ, Inc. — Director's Dealing 2018
Aug 23, 2018
31402_dirs_2018-08-23_4ee1e2fa-4dd3-49a3-a9a9-edf7f43284f5.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: CBIZ, Inc. (CBZ)
CIK: 0000944148
Period of Report: 2018-08-23
Reporting Person: GERARD STEVEN L (Director)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 248675.44 | Direct |
Footnotes
F1: Consists of restricted shares issued under the Century Business Services, Inc. Amended and Restated 2002 Stock Incentive Plan. Restrictions lapse with respect to 1/3 of the granted restricted shares on each of the third, fourth and fifth anniversaries of the grant date, providing grantee is still providing services to CBIZ on such vesting dates, and grantee has complied with the applicable CBIZ client non-interference policy.
F2: Employee Stock Options granted 4-15-2005 at 3.45 exercise price, expiring 4-15-2011. Exercise of options and sale of shares to cover exericise price, taxes and fees.
F3: Employee Stock Options granted 4-8-2008 at $8.23 exercise price, expiring 4-8-2014. Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.
F4: Employee Stock Options granted 4-8-2008 at 8.23 exercise price, expiring 4-8-2014. Cashless Hold: exercise of options and sale of shares sufficient to cover only exericise price, taxes and fees.
F5: Employee Stock Options granted 5-4-2004 at 4.30 exercise price, expiring 5-4-2010. Exercise of options and sale of shares to cover exercise price, taxes and fees.
F6: Exercise and sale of Employee Stock Options granted 04-04-2011 at $7.41 exercise price, expiring 04-04-2017.
F7: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2013.
F8: Exercise and sale of Employee Stock Options granted 05-09-2013 at $6.52 exercise price, expiring 05-09-2019.
F9: Exercise and sale of Employee Stock Options granted 05-13-2010 at $6.75 exercise price, expiring 05-13-2016.
F10: Exercise and sale of Employee Stock Options granted 05-22-2012 at $5.87 exercise price, expiring 05-22-2018.
F11: Exercise and sale of Employee Stock Options granted 5-13-2010 at $6.75 exercise price, expiring 5-13-2016.
F12: Exercise and sale of Employee Stock Options granted 5-4-2009 at $7.70 exercise price, expiring 5-4-2015.
F13: Partial exercise of option granted 10-11-00 and expiring on 10-11-06. Executive sold only the number of shares necessary to cover the exercise price and taxes.
F14: Purchase under CBIZ Employee Stock Investment Plan by regular payroll deduction.
F15: Purchased under CBIZ 2007 Employee Stock Purchase Plan approved by Shareholders at 2007 Annual Meeting. Cost of purchasing stock under the Plan is 15% less than FMV as defined by the Plan.
F16: Purchased under CBIZ 2007 Employee Stock Purchase Plan approved by Shareholders at 2007 Annual Meeting. Cost of purchasing stock under the Plan is 15% less than FMV as defined by the Plan.
F17: Purchased under CBIZ Employee Stock Investment Plan by regular payroll deduction.
F18: Purchased under CBIZ Stock Investment Plan by regular payroll deduction
F19: Purchased under CBIZ Stock Investment Plan by regular payroll deduction.
F20: Purchased 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.
F21: Purchased 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. Section 16 exempt purchase for matching purposes.
F22: Restricted 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.
F23: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting
F24: Surrender of stock to satisfy withholding obligation on vesting of restricted stock
F25: Surrender of stock to satisfy withholding obligation on vesting of restricted stock.