CBIZ (CBZ) CFO Brad Lakhia purchases 12,775 company shares in open market

Rhea-AI Filing Summary

CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia bought 12,775 shares of common stock in an open-market purchase at an average price of $25.9663 per share. After this transaction, he directly holds 148,479.9545 shares. This total includes 1,154.9545 shares acquired through the company’s 2007 Employee Stock Purchase Plan.

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

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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)
03/13/2026

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	03/13/2026		P		12,775	A	$25.9663	148,479.9545(1)	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:

1. Includes 1,154.9545 shares acquired through the Company's 2007 Employee Stock Purchase Plan.

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia	03/17/2026
	** 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.

FAQ

What insider transaction did CBIZ (CBZ) report for Brad S. Lakhia?

CBIZ reported that Senior Vice President & CFO Brad S. Lakhia executed an open-market purchase of 12,775 shares of common stock. The transaction reflects a discretionary buy in the market rather than a grant or automatic issuance, indicating increased direct equity ownership.

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

Brad S. Lakhia purchased 12,775 CBIZ common shares at an average price of $25.9663 per share. This price represents the weighted average of the reported open-market transactions on the transaction date, according to the Form 4 data provided.

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

Following the reported purchase, Brad S. Lakhia directly owns 148,479.9545 shares of CBIZ common stock. This figure represents his total direct holdings as of the filing and includes shares accumulated through the company’s employee stock purchase plan.

Does the CBIZ (CBZ) CFO hold shares from an employee stock purchase plan?

Yes. The filing notes that 1,154.9545 of Brad S. Lakhia’s total 148,479.9545 directly held shares were acquired through CBIZ’s 2007 Employee Stock Purchase Plan. This plan allows eligible employees to buy company stock, typically through payroll contributions.

Was the CBIZ (CBZ) CFO’s transaction a purchase or sale of stock?

The Form 4 shows an open-market purchase by the CFO, not a sale. The transaction code is “P,” identified as a purchase in the open market or a private transaction, and is categorized as a non-derivative common stock transaction.

Did the CBIZ (CBZ) Form 4 include any derivative or option exercises?

No derivative or option exercises are shown in this Form 4. The filing lists a single non-derivative transaction in common stock, with zero derivative transactions reported in the derivative transaction summary for the disclosed period.