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.
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.
CBIZ, Inc. CEO and President Jerome P. Grisko, Jr. reported a tax-withholding disposition of 3,469 shares of CBIZ common stock on February 9, 2026 at $34.29 per share. The shares were withheld to cover taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024.
After this transaction, Grisko directly holds 61,476.3372 CBIZ common shares, in addition to indirect holdings through various trusts, including 2025 SLAT, another SLAT, a spousal trust, and a separate trust.
CBIZ, Inc. Chief Accounting Officer Michael T. Mangan reported a tax-related share withholding tied to equity compensation. On February 8, 2026, 266 shares of common stock were withheld at $38.27 per share upon vesting of previously reported restricted stock units granted on February 8, 2023.
After this transaction, Mangan beneficially owns 3,421.4082 shares of CBIZ common stock in direct ownership. The filing reflects administrative settlement of tax obligations rather than an open-market sale.
CBIZ, Inc. executive Michael P. Kouzelos reported routine equity compensation activity. On February 8, 2026, 3,053 restricted stock units converted into an equal number of CBIZ common shares. On the same date, 1,370 shares were disposed of at $38.27 per share, typically for tax withholding, leaving him with 364,276 shares of common stock held directly.
CBIZ, Inc. CEO and President Jerome P. Grisko, Jr., who is also a director, reported routine equity compensation activity involving restricted stock units and common shares.
On February 8, 2026, he exercised 9,454 restricted stock units, which converted into an equal number of CBIZ common shares, increasing his directly held common stock to 69,186.3372 shares. On the same date, he disposed of 4,241 common shares at $38.27 per share, leaving 64,945.3372 common shares held directly.
He also reports significant indirect holdings: 177,914 shares by a 2025 SLAT, 307,080 shares by another SLAT, 24,325 shares by a spousal trust, and 518,603 shares by a trust. The derivative table shows the exercised 9,454 restricted stock units were part of a February 8, 2023 grant of 28,361 units vesting in three equal annual installments beginning one year after that grant.
CBIZ, Inc. reported a leadership change in its Financial Services segment. The company announced that Mr. Chris Spurio will no longer serve as President, Financial Services, effective January 31, 2026. This means he will step down from his current executive leadership role at that time.
The company also stated that it is anticipated Mr. Spurio will continue working with CBIZ as a consultant through December 31, 2026. This arrangement suggests he will remain involved with the business in an advisory capacity after leaving the president position.
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