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CBIZ, Inc. (CBZ) CEO awarded 85,709 restricted stock units

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

Rhea-AI Filing Summary

CBIZ, Inc. CEO and President Jerome P. Grisko received a grant of 85,709 restricted stock units on March 6, 2026. These RSUs vest in three equal annual installments beginning on the first anniversary of the grant date and convert into common stock on a one-for-one basis.

Following the award, Grisko directly holds 160,818.3372 shares of common stock, and there are additional indirect holdings reported through various trusts, including 177,914 shares held by a 2025 SLAT and 518,603 shares held by another trust.

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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)
03/06/2026
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 03/06/2026 A(1) 85,709 A $0 160,818.3372 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. On March 6, 2026, the reporting person was granted 85,709 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 03/10/2026
** 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 did CBIZ (CBZ) CEO Jerome Grisko report in this Form 4?

Jerome P. Grisko reported receiving a grant of 85,709 restricted stock units. These units represent equity-based compensation and will convert into common stock over time, adding to his existing direct and indirect shareholdings in CBIZ, Inc.

How many restricted stock units were granted to the CBIZ CEO?

The CBIZ CEO was granted 85,709 restricted stock units. According to the filing, these RSUs vest in three equal annual installments and convert into common stock on a one-for-one basis, gradually increasing his ownership as they vest.

What is the vesting schedule for Jerome Grisko’s CBIZ restricted stock units?

The 85,709 restricted stock units vest in three equal annual installments. Vesting begins on the first anniversary of the March 6, 2026 grant date, meaning one-third of the units convert into common stock each year over three years.

Did the CBIZ CEO buy these shares on the open market?

No, the shares were granted as restricted stock units at a price of $0.00 per share. The Form 4 classifies the transaction as a grant or award acquisition, indicating compensation rather than an open-market purchase of CBIZ common stock.

How many CBIZ shares does Jerome Grisko hold directly after this grant?

After the grant, Jerome Grisko directly holds 160,818.3372 shares of CBIZ common stock. This figure reflects his direct ownership only; the Form 4 also lists substantial additional indirect holdings through several trusts associated with him.

What indirect CBIZ shareholdings are reported for Jerome Grisko?

The filing reports several indirect positions, including 177,914 shares held by a 2025 SLAT and 518,603 shares held by a trust. Additional indirect holdings include 307,080 shares by another SLAT and 24,325 shares held by a spousal trust.
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