CBIZ (CBZ) CFO increases stake with 2,060-share stock purchase

Rhea-AI Filing Summary

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 $48.51 per share. After this purchase, the officer directly beneficially owns 40,584 shares of CBIZ common stock.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Lakhia Brad S.

(Last) (First) (Middle)

C/O CBIZ, INC.

5959 ROCKSIDE WOODS BLVD. N., SUITE 600

(Street)

INDEPENDENCE OH 44131

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
CBIZ, Inc. [ CBZ ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Senior Vice President & CFO

3. Date of Earliest Transaction (Month/Day/Year)
11/26/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	11/26/2025		P		2,060	A	$48.51	40,584	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia	12/01/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did CBIZ (CBZ) disclose in this Form 4?

CBIZ disclosed that its Senior Vice President and Chief Financial Officer purchased 2,060 shares of CBIZ common stock on 11/26/2025 in a transaction coded “P.”

At what price did the CBIZ (CBZ) officer buy the shares?

The CBIZ officer bought the 2,060 shares of common stock at a price of $48.51 per share.

How many CBIZ (CBZ) shares does the officer own after this transaction?

Following the reported transaction, the Senior Vice President and Chief Financial Officer directly beneficially owns 40,584 shares of CBIZ common stock.

What is the role of the reporting person in CBIZ (CBZ)?

The reporting person is an officer of CBIZ, serving as Senior Vice President & Chief Financial Officer.

Was this CBIZ (CBZ) Form 4 filed for one reporting person or a group?

The Form 4 was indicated as being filed by one reporting person, not by a group.

Does the CBIZ (CBZ) filing show any derivative securities activity?

The section for derivative securities was included, but it does not list any derivative transactions in this report.