Welcome to our dedicated page for Cbiz SEC filings (Ticker: CBZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CBIZ, Inc. (NYSE: CBZ) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations as a national professional services advisor to middle-market businesses. These SEC filings include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with any proxy statements and other disclosures required for a New York Stock Exchange–listed company.
Current reports on Form 8-K for CBIZ document material events such as quarterly financial results, amendments to bylaws, and changes in senior leadership roles. For example, recent 8-K filings have covered second- and third-quarter financial results, updates to the company’s Amended and Restated Bylaws, and leadership transitions within the Financial Services practice. These filings often reference non-GAAP measures such as Adjusted Net Income, Adjusted Diluted Earnings Per Share, and Adjusted EBITDA, with reconciliations to GAAP measures provided in the accompanying materials.
On this SEC filings page for CBZ, users can review these documents in one place and see how CBIZ reports on its financial condition, governance structure, and significant corporate actions. Investors interested in topics such as revenue trends, segment performance, capital structure, bylaw changes, and executive roles can use the filings as primary source material.
Stock Titan enhances access to CBIZ filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight key points from lengthy forms, helping readers quickly identify items such as quarterly earnings details in 10-Qs, annual disclosures in 10-Ks, and material developments reported on 8-Ks. Users can also monitor filings that may relate to insider activity and compensation through the appropriate SEC forms, using the platform’s tools to better understand the regulatory record behind the CBZ stock.
Mangan Michael T. reported disposition transactions in a Form 4 filing for CBZ. The filing lists transactions totaling 183 shares at a weighted average price of $27.84 per share. Following the reported transactions, holdings were 4,171 shares.
CBIZ, Inc. executive Michael P. Kouzelos reported a tax-related share disposition. On February 14, 2026, 1,059 shares of CBIZ common stock were withheld at $27.84 per share to cover taxes upon vesting of previously granted restricted stock units. After this tax-withholding disposition, he directly owned 367,958 CBIZ shares.
CBIZ, Inc. CEO & President Jerome P. Grisko, Jr. reported a tax-withholding disposition of 4,510 shares of CBIZ common stock on February 14, 2026. The shares were withheld at $27.84 per share to cover taxes upon vesting of restricted stock units granted on February 14, 2025.
After this transaction, he directly held 75,109.3372 CBIZ shares and had additional indirect beneficial ownership through several trusts and SLAT vehicles holding 177,914, 307,080, 24,325, and 518,603 shares, respectively.
CBIZ, Inc. announced that its Board of Directors has authorized the continuation of the company’s long-running share repurchase program. The new authorization allows CBIZ to buy back up to 5 million shares of its common stock and runs through March 31, 2027.
The program replaces the prior authorization from February 11, 2025 and permits purchases in the open market, in privately negotiated deals, and under Rule 10b5-1 trading plans, subject to credit facility limits. CBIZ expects to fund any repurchases with operating cash flow and borrowings under its credit facility, but is not obligated to buy any specific number of shares.
Durable Capital Partners has filed an amended Schedule 13G reporting a passive ownership stake in CBIZ, Inc. common stock. The firm is deemed to beneficially own 1,631,969 shares, representing 3.0% of the outstanding stock, based on 54,401,424 shares outstanding as of October 24, 2025.
The shares are held directly by Durable Capital Master Fund LP, while Durable Capital Partners, as investment adviser, has sole power to vote and dispose of them. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of CBIZ.
Kouzelos Michael P reported multiple insider transaction types in a Form 4 filing for CBZ. The filing lists transactions totaling 15,389 shares at a weighted average price of $30.47 per share. Following the reported transactions, holdings were 373,783 shares.
Mangan Michael T. reported multiple insider transaction types in a Form 4 filing for CBZ. The filing lists transactions totaling 2,993 shares at a weighted average price of $30.47 per share. Following the reported transactions, holdings were 5,282 shares.
CBIZ, Inc.'s CEO and President, Jerome P. Grisko Jr., reported equity compensation activity in company common stock. On February 11, 2026, he acquired 32,899 shares at $0 per share, issued upon vesting of performance-based share units granted in 2023.
On the same date, 14,756 shares were disposed of at $30.47 per share to cover taxes related to this vesting. Following these transactions, he directly owned 79,619.3372 shares, with additional indirect holdings through several trusts, including 2025 SLAT, another SLAT, a spousal trust, and a separate trust.
CBIZ, Inc. Chief Accounting Officer Michael T. Mangan reported a small share disposition related to tax withholding. On February 9, 2026, 204 shares of CBIZ common stock were withheld at a price of $34.29 per share to cover taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. After this tax-withholding disposition, Mangan directly beneficially owned 3,217.4082 shares of CBIZ common stock.
CBIZ, Inc. officer Michael P. Kouzelos reported a small share disposition related to equity compensation. On February 9, 2026, 1,116 shares of common stock were withheld at $34.29 per share to cover taxes upon vesting of previously granted restricted stock units. After this tax-withholding disposition, he directly beneficially owned 363,160 shares of CBIZ common stock.