CBIZ director receives restricted stock award

CBIZ, Inc. director Rick L. Burdick reported an equity award in the form of restricted common stock.

Rhea-AI Filing Summary

CBIZ, Inc. director Rick L. Burdick reported an equity award in the form of restricted common stock. He acquired 6,051 shares of common stock at $0.00 per share as an annual non-employee director compensation grant.

According to the footnote, this restricted stock vests 50% in each of the two years following the award date. After this grant, Burdick holds 8,412 shares directly and 179,454 shares indirectly through a limited partnership.

Insider Trade Summary

Grant/Award: 6,051 shares

Grant/Award 2 txns

Insider BURDICK RICK L

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	6,051	$0.00	$0.00
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 8,412 shares (Direct); Common Stock — 179,454 shares (Indirect, By Limited Partnership)

Footnotes (1)

1. F1. Restricted stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Key Figures

Restricted stock award: 6,051 shares Direct holdings after award: 8,412 shares Indirect partnership holdings: 179,454 shares +1 more

4 metrics

Restricted stock award 6,051 shares Common Stock grant on 2026-05-15, price $0.00

Direct holdings after award 8,412 shares Common Stock directly owned following 2026-05-15 grant

Indirect partnership holdings 179,454 shares Common Stock held indirectly by limited partnership

Vesting schedule 50% / 50% over two years Restricted stock vests in two equal annual installments

Key Terms

Restricted stock, non-employee Director compensation grant, indirect, By Limited Partnership

4 terms

Restricted stock financial

"Restricted stock vesting 50% in each of the two years"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

non-employee Director compensation grant financial

"Annual non-employee Director compensation grant awarded"

indirect financial

"ownership_type": "indirect""

By Limited Partnership financial

"nature_of_ownership": "By Limited Partnership""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CBIZ (CBZ) director Rick L. Burdick report?

Rick L. Burdick reported receiving a restricted stock award of 6,051 CBIZ common shares as part of his annual non-employee director compensation. The award was granted at $0.00 per share and represents a compensation-related equity grant, not an open-market purchase.

How does the CBIZ (CBZ) restricted stock granted to Rick L. Burdick vest?

The restricted stock granted to Rick L. Burdick vests 50% in each of the two years following the award date. This means half of the 6,051 shares vest after one year and the remaining half after two years, subject to continued service conditions described.

How many CBIZ (CBZ) shares does Rick L. Burdick hold after this Form 4?

After the reported transactions, Rick L. Burdick holds 8,412 CBIZ common shares directly. In addition, a separate entry shows 179,454 shares held indirectly through a limited partnership, reflecting both direct and indirect ownership positions reported in this filing.

Was the CBIZ (CBZ) stock award to Rick L. Burdick an open-market purchase?

No, the filing describes the transaction as a grant, award, or other acquisition with a transaction price of $0.00 per share. It is characterized as an annual non-employee director compensation grant, not an open-market purchase on a stock exchange.

What does indirect ownership by limited partnership mean in the CBIZ (CBZ) Form 4?

The Form 4 reports 179,454 CBIZ shares as held indirectly with the nature of ownership listed as “By Limited Partnership”. This indicates those shares are owned through a partnership entity associated with the reporting person, rather than held in his personal name.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/19/2026 - 04:30 PM EDT Learn about SEC filing dates

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^*

BURDICK RICK L

(Last) (First) (Middle)

C/O CBIZ, INC.

5959 ROCKSIDE WOODS BLVD. N., SUITE 600

(Street)

INDEPENDENCE OHIO 44131

(City) (State) (Zip)

UNITED STATES

(Country)

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
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026

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

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

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

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(1)	05/15/2026		A		6,051	A	$0	8,412	D
Common Stock								179,454	I	By Limited Partnership

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. Restricted stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Rick L. Burdick	05/19/2026
	** 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.
* Form 4: SEC 1474 (03-26)