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.’s filings rarely read like a typical manufacturer’s 10-K. Each report blends audit fees, employee-benefit brokerage margins, and dozens of small acquisitions—making the disclosures a dense mix of service-sector data and insurance metrics. If you have asked, “How do I find CBIZ’s segment earnings in the 10-K?” or “Where are CBIZ insider trading Form 4 transactions posted?”, you are in the right place.
Stock Titan’s AI engine breaks those multi-layered documents into clear takeaways. Need the footnote that details last quarter’s client-list acquisition? Our platform flags it within seconds. Curious about executive compensation? We highlight the exact pages of the proxy so you can compare cash bonuses to equity awards. Whether you are tracking a CBIZ quarterly earnings report 10-Q filing, monitoring CBIZ Form 4 insider transactions in real time, or seeking CBIZ 8-K material events explained, every filing lands here the moment EDGAR publishes it—already summarized and linked to key metrics.
Here’s what investors typically mine from specific forms:
- 10-K & 10-Q: AI-tagged tables show revenue by Financial Services versus Benefits & Insurance, plus goodwill arising from roll-up deals—ideal for understanding CBIZ SEC documents with AI.
- 8-K: Immediate alerts when CBIZ announces a new acquisition or leadership change, with our AI explaining material terms in plain language.
- Form 4: CBIZ executive stock transactions Form 4 give insight into partner equity movements; we chart buys and sells for pattern analysis.
- DEF 14A: The CBIZ proxy statement executive compensation section is parsed so you can benchmark talent costs.
No more hunting through 300 pages—our AI-powered summaries, expert commentary, and real-time updates transform CBIZ annual report 10-K simplified and CBIZ earnings report filing analysis into actionable intelligence you can read in minutes.
CBIZ, Inc. director Benaree Pratt Wiley reported selling 8,288 shares of CBIZ common stock on 12/02/2025 at a weighted average price of $49.543 per share. The sale was reported as a disposition of indirectly owned shares held in a trust. After this transaction, she beneficially owns 35,956 shares indirectly through the trust and 3,336 shares directly. The filing notes that 2,485 shares previously reported as directly held were contributed to the trust, where she is the sole trustee and lifetime beneficiary, and are now reported as indirectly owned.
CBIZ (CBZ) received a Rule 144 notice for a proposed sale of restricted shares. A holder plans to sell 8,288 shares of common stock through broker Piper Sandler & Co. on the NYSE, with an indicated aggregate market value of
The shares to be sold were originally acquired from the company as compensation on two dates:
CBIZ, Inc. reported that its Senior Vice President and Chief Financial Officer purchased additional company stock. On 11/26/2025, the executive bought 2,060 shares of CBIZ common stock in an open-market or private transaction coded “P” at a price of
CBIZ, Inc. reported that its Board of Directors approved updated Amended and Restated Bylaws effective November 12, 2025. The changes modernize the bylaws under Delaware law, including clearer rules for virtual stockholder meetings and updated procedures for making stockholder lists available before meetings. The company adopted a “majority of the votes cast” standard for electing directors in uncontested elections and a “plurality of votes cast” standard in contested elections.
The revisions add advance notice requirements for director nominations and other stockholder proposals, generally 90 to 120 days before the prior year’s annual meeting anniversary. For the 2026 Annual Meeting, written notices must be delivered between January 15, 2026 and February 14, 2026. CBIZ also incorporated the SEC’s “universal proxy” rules, requiring shareholders who solicit proxies for alternative director nominees to provide information required by Rule 14a-19.
CBIZ, Inc. (CBZ) received an amended Schedule 13G from Durable Capital Partners LP, reporting beneficial ownership of 3,925,067 shares of common stock, representing 7.3% of the class. The filing lists sole voting and dispositive power over the same number of shares. The ownership percentage is calculated against 53,975,243 shares outstanding as of July 25, 2025, as disclosed in CBIZ’s Form 10-Q.
The date of event triggering the filing is September 30, 2025. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
CBIZ (CBZ): FMR LLC and Abigail P. Johnson filed a Schedule 13G reporting passive beneficial ownership of CBIZ common stock. They report 3,022,280.22 shares, representing 5.6% of the class as of the event date 09/30/2025. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
FMR LLC reports sole voting power over 3,017,773 shares and sole dispositive power over 3,022,280.22 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 3,022,280.22 shares and no voting power. The filing notes that one or more other persons may have rights to dividends or sale proceeds, with no single such person exceeding five percent of the class.
CBIZ (CBZ) reported strong top-line growth in Q3 2025 as the Marcum acquisition flowed through results. Revenue rose to $693.8 million, up 58.1% from a year ago, while operating income increased to $58.9 million. Higher interest expense tied to new credit facilities weighed on the bottom line, with net income at $30.1 million and diluted EPS of $0.48 versus $0.70 last year.
For the first nine months of 2025, revenue reached $2.215 billion (up 63.7%). The company recorded $194.9 million in net income and diluted EPS of $3.06. Marcum contributed $840.0 million of revenue and $162.3 million of operating income year-to-date. Integration costs were $23.2 million in Q3 and $43.3 million year-to-date. Interest expense rose to $28.0 million in Q3 and $81.0 million year-to-date, reflecting higher debt.
CBIZ ended the quarter with $1.503 billion of long-term debt and had approximately $316.0 million of availability under its 2024 Credit Facilities. The company repurchased 1.4 million shares for $102.8 million under its ROFR and 0.4 million shares for $25.0 million in the open market year-to-date. Shares outstanding were 54,401,424 as of October 24, 2025.
CBIZ, Inc. furnished an update on its latest results. The company issued a press release announcing financial results for the three and nine months ended September 30, 2025, furnished as Exhibit 99.1.
The release includes forward-looking statements alongside cautionary factors that could cause actual outcomes to differ materially.
Durable Capital Partners LP reported a 5.5% ownership stake in CBIZ, Inc. (ticker CBZ), holding 2,939,563 shares of common stock. The filing states the percentage is based on 53,975,243 outstanding shares as of July 25, 2025. Durable Capital Master Fund LP directly holds the shares and Durable Capital Partners LP, as its investment adviser, has sole voting and dispositive power. The reporting entity is a Delaware limited partnership and is identified as an investment adviser and private investor. The filing asserts the shares were acquired in the ordinary course of business and not to influence control.
Rodney A. Young, a director of CBIZ, Inc. (CBZ), reported a purchase of 2,000 shares of common stock on 08/08/2025 at a price of $62.43 per share, raising his direct beneficial ownership to 8,310 shares. The Form 4 was filed as an individual filing and signed on 08/12/2025 by Jaileah X. Huddleston as Attorney-in-Fact.
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