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CBIZ (CBZ) CEO logs 4,510-share tax-withholding disposition

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

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Negative

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Insider GRISKO JEROME P
Role CEO & President
Type Security Shares Price Value
Tax Withholding Common Stock 4,510 $27.84 $126K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 75,109.337 shares (Direct); Common Stock — 177,914 shares (Indirect, By 2025 SLAT)
Footnotes (1)
  1. [object Object]
Form 4 Insider Transactions: What Each Field Means →
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
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
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*
GRISKO JEROME P
(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CEO & President
3. Date of Earliest Transaction (Month/Day/Year)
02/14/2026
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 02/14/2026 F 4,510(1) D $27.84 75,109.3372 D
Common Stock 177,914 I By 2025 SLAT
Common Stock 307,080 I By SLAT
Common Stock 24,325 I By spousal trust
Common Stock 518,603 I By trust
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:
1. Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on February 14, 2025.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 02/17/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did CBIZ (CBZ) report for Jerome P. Grisko, Jr.?

CBIZ reported that CEO & President Jerome P. Grisko, Jr. had 4,510 common shares withheld on February 14, 2026. These shares were used to cover taxes due on vesting restricted stock units originally granted on February 14, 2025.

Was the CBIZ (CBZ) Form 4 transaction an open-market sale?

The Form 4 transaction was not an open-market sale. It was a tax-withholding disposition, where 4,510 CBIZ common shares were withheld at $27.84 each to satisfy tax obligations from vesting restricted stock units.

How many CBIZ (CBZ) shares does Jerome P. Grisko, Jr. hold directly after this filing?

Following the tax-withholding disposition, Jerome P. Grisko, Jr. directly held 75,109.3372 CBIZ common shares. This figure reflects his remaining direct ownership after 4,510 shares were withheld to cover taxes on vested restricted stock units.

What indirect CBIZ (CBZ) share holdings are associated with Jerome P. Grisko, Jr.?

The filing lists indirect beneficial ownership through several vehicles: 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, all in CBIZ common stock.

What does transaction code F mean in the CBIZ (CBZ) Form 4?

Transaction code F indicates a tax-related disposition. In this case, 4,510 CBIZ common shares were withheld at $27.84 each to pay tax liability triggered by the vesting of previously reported restricted stock units granted on February 14, 2025.

What role does Jerome P. Grisko, Jr. hold at CBIZ (CBZ) in this Form 4?

In this Form 4, Jerome P. Grisko, Jr. is identified as both a director and an officer of CBIZ, serving as CEO & President. The filing reports his direct and indirect beneficial ownership in CBIZ common stock following a tax-withholding event.