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CBIZ (CBZ) CEO Grisko logs share vesting and tax-related stock disposal

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

Rhea-AI Filing Summary

CBIZ, Inc.'s CEO and President, Jerome P. Grisko Jr., reported equity compensation activity in company common stock. On February 11, 2026, he acquired 32,899 shares at $0 per share, issued upon vesting of performance-based share units granted in 2023.

On the same date, 14,756 shares were disposed of at $30.47 per share to cover taxes related to this vesting. Following these transactions, he directly owned 79,619.3372 shares, with additional indirect holdings through several trusts, including 2025 SLAT, another SLAT, a spousal trust, and a separate trust.

Positive

  • None.

Negative

  • None.
Insider GRISKO JEROME P
Role CEO & President
Type Security Shares Price Value
Grant/Award Common Stock 32,899 $0.00 --
Tax Withholding Common Stock 14,756 $30.47 $450K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 94,375.337 shares (Direct); Common Stock — 177,914 shares (Indirect, By 2025 SLAT)
Footnotes (1)
  1. These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2023. Tax related to the vesting of performance share unit awards.
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)
02/11/2026
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 02/11/2026 A(1) 32,899 A $0 94,375.3372 D
Common Stock 02/11/2026 F(2) 14,756 D $30.47 79,619.3372 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. These shares were issued pursuant to the vesting of performance-based performance share unit awards made in 2023.
2. Tax related to the vesting of performance share unit awards.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 02/13/2026
** 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 transactions did CBIZ (CBZ) report for Jerome P. Grisko Jr.?

CBIZ reported that CEO and President Jerome P. Grisko Jr. received 32,899 common shares at $0 from vested performance share units and disposed of 14,756 shares at $30.47 to cover taxes. These were equity compensation-related transactions, not open-market buys or sells.

How many CBIZ (CBZ) shares does Jerome P. Grisko Jr. now hold directly?

After the reported transactions, Jerome P. Grisko Jr. directly holds 79,619.3372 CBIZ common shares. This reflects net ownership following the vesting of performance-based share units and the related tax-withholding share disposition recorded on February 11, 2026.

Were the CBIZ (CBZ) insider transactions open-market purchases or sales?

The reported transactions were not open-market trades. Shares were acquired through the vesting of performance-based performance share units granted in 2023, and shares were disposed of to satisfy tax obligations arising from that vesting, as described in the accompanying footnotes.

What was the purpose of the share disposal reported by CBIZ (CBZ)?

The 14,756-share disposal at $30.47 per share was for tax withholding. It represented payment of tax liabilities related to the vesting of performance share unit awards, rather than a discretionary sale of common stock into the market by the executive.

Does Jerome P. Grisko Jr. hold CBIZ (CBZ) shares indirectly through trusts?

Yes. In addition to his direct holdings, he has indirect ownership interests in CBIZ common stock through several entities, including a 2025 SLAT, another SLAT, a spousal trust, and a separate trust, each reported as indirect beneficial ownership positions.

What equity awards triggered the CBIZ (CBZ) share issuance to the CEO?

The share issuance resulted from the vesting of performance-based performance share unit awards granted in 2023. When these awards vested, they were settled in 32,899 shares of CBIZ common stock, issued at a stated price of $0 per share to the executive.