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CBIZ (CBZ) CEO logs 3,469-share tax withholding and updated holdings

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

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
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)
02/09/2026
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 02/09/2026 F 3,469(1) D $34.29 61,476.3372 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 9, 2024.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 02/11/2026
** 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.

FAQ

What insider transaction did CBIZ (CBZ) disclose for its CEO on February 9, 2026?

CBIZ disclosed a tax-withholding disposition by CEO and President Jerome P. Grisko, Jr. of 3,469 common shares on February 9, 2026 at $34.29 per share. The shares were withheld to satisfy tax obligations tied to vesting restricted stock units.

Why were Jerome P. Grisko Jr.’s CBIZ (CBZ) shares disposed of in this Form 4?

The 3,469 CBIZ shares were withheld for taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. This reflects a tax-withholding disposition, not an open-market purchase or sale of CBIZ stock by the executive.

How many CBIZ (CBZ) shares does the CEO own directly after the reported transaction?

After the tax-withholding disposition, CEO Jerome P. Grisko, Jr. directly owns 61,476.3372 CBIZ common shares. This figure reflects his direct holdings following the February 9, 2026 transaction reported in the Form 4 filing.

What indirect CBIZ (CBZ) shareholdings related to the CEO are reported in this Form 4?

The Form 4 lists indirect holdings of CBIZ common stock: 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 separate trust associated with the CEO.

What does transaction code "F" mean in the CBIZ (CBZ) CEO’s Form 4 filing?

Transaction code “F” indicates a payment of tax liability by delivering securities. In this case, 3,469 CBIZ shares were withheld to cover taxes due upon vesting of previously granted restricted stock units awarded on February 9, 2024.

Do the CBIZ (CBZ) Form 4 transactions show any open-market buying or selling by the CEO?

The reported transaction is a tax-withholding disposition of 3,469 shares at $34.29 per share, used to pay taxes on vesting restricted stock units. The filing does not list any open-market purchases or sales by the CEO on that date.
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