0001144204-13-051853.txt : 20130920 0001144204-13-051853.hdr.sgml : 20130920 20130920184206 ACCESSION NUMBER: 0001144204-13-051853 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130830 FILED AS OF DATE: 20130920 DATE AS OF CHANGE: 20130920 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: CBIZ, Inc. CENTRAL INDEX KEY: 0000944148 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] IRS NUMBER: 222769024 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 6050 OAK TREE BOULEVARD, SOUTH STREET 2: SUITE 500 CITY: CLEVELAND STATE: OH ZIP: 44131 BUSINESS PHONE: 2164479000 MAIL ADDRESS: STREET 1: 6050 OAK TREE BOULEVARD, SOUTH STREET 2: SUITE 500 CITY: CLEVELAND STATE: OH ZIP: 44131 FORMER COMPANY: FORMER CONFORMED NAME: CENTURY BUSINESS SERVICES INC DATE OF NAME CHANGE: 19980218 FORMER COMPANY: FORMER CONFORMED NAME: INTERNATIONAL ALLIANCE SERVICES INC DATE OF NAME CHANGE: 19961031 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Westbury Trust CENTRAL INDEX KEY: 0001292286 STATE OF INCORPORATION: D0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-32961 FILM NUMBER: 131108834 BUSINESS ADDRESS: STREET 1: VICTORIA HALL STREET 2: 11 VICTORIA STREET, P.O. BOX HM 1065 CITY: HAMILTON STATE: D0 ZIP: 00000 BUSINESS PHONE: 441-292-9480 MAIL ADDRESS: STREET 1: VICTORIA HALL STREET 2: 11 VICTORIA STREET, P.O. BOX HM 1065 CITY: HAMILTON STATE: D0 ZIP: 00000 4 1 v355510_4.xml OWNERSHIP DOCUMENT X0306 4 2013-08-30 1 0000944148 CBIZ, Inc. CBZ 0001292286 Westbury Trust VICTORIA HALL, 11 VICTORIA ST., PO BOX HM 1065 HAMILTON D0 00000 BERMUDA 0 0 1 0 Common Stock 2013-08-30 4 X 0 3858334 6.65 D 3858335 I See Footnote Call Option (obligation to sell) 6.65 2013-08-30 4 X 0 3858334 0 D 2010-09-15 2013-09-30 Common Stock 3858335 0 I See Footnote These securities are owned directly by Westbury (Bermuda) Ltd. ("Westbury"), which is 100% owned by Westbury Trust. Westbury Trust is an indirect beneficial owner of the reported securities. On August 30, 2013 the Issuer purchased 3,858,334 shares of its common stock from Westbury pursuant to a Stock Purchase Agreement dated as of July 26, 2013 by and among the Issuer, Westbury, Westbury Trust and Michael DeGroote (the "Additional Agreement"), after the satisfaction of certain conditions set forth in the Additional Agreement. The shares purchased pursuant to the Additional Agreement were subject to an option ("Option") to purchase 7,716,669 shares that the Issuer acquired September 14, 2010 pursuant to a Stock and Option Purchase Agreement entered into by and among the Issuer, Westbury, Westbury Trust and Michael DeGroote (the "Initial Agreement"). The Option remains exercisable as to 3,858,335 shares until the expiration of the Option on September 30, 2013 in accordance with the Initial Agreement. /s/ Jim Watt, Trustee of Westbury Trust 2013-09-20