CBIZ CEO Grisko gifts 91,400 shares through trust

CBIZ's CEO and president reported a transfer from a personal trust account to a charitable donor-advised fund.

Rhea-AI Filing Summary

CBIZ, Inc. CEO & President Jerome P. Grisko reported a gift disposition of 91,400 common shares held by a trust on October 23, 2026. A footnote says the shares were transferred from a personal trust account to a charitable donor-advised fund. The trust reported 383,179 shares following the transfer. Other reported positions included 177,914 shares by the 2025 SLAT, 345,675 shares by the SLAT, 127,652 shares held directly, and 62,920 shares by a spousal trust. No Rule 10b5-1 plan is reported.

Insider Trade Summary

91,400 shares gifted

Gift 5 txns

Insider GRISKO JEROME P

Role CEO & President

Type	Security	Shares	Price	Value
Gift	Common Stock F1	91,400	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 383,179 shares (Indirect, By trust); Common Stock — 177,914 shares (Indirect, By 2025 SLAT); Common Stock — 345,675 shares (Indirect, By SLAT); Common Stock — 127,652.3372 shares (Direct); Common Stock — 62,920 shares (Indirect, By spousal trust)

Footnotes (1)

1. F1. Gift of shares from personal trust account to a charitable donor advised fund.

Key Figures

Common shares gifted: 91,400 shares Trust holdings after transfer: 383,179 shares 2025 SLAT holdings: 177,914 shares +3 more

6 metrics

Common shares gifted 91,400 shares Gift transfer on October 23, 2026

Trust holdings after transfer 383,179 shares Reported following the October 23, 2026 transfer

2025 SLAT holdings 177,914 shares Indirect holding reported October 23, 2026

SLAT holdings 345,675 shares Indirect holding reported October 23, 2026

Direct holdings 127,652 shares Reported October 23, 2026

Spousal trust holdings 62,920 shares Indirect holding reported October 23, 2026

Key Terms

personal trust account, donor advised fund, SLAT

3 terms

personal trust account financial

"from personal trust account"

donor advised fund financial

"charitable donor advised fund"

A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.

SLAT financial

"By 2025 SLAT"

FAQ

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How many CBZ shares were gifted on October 23, 2026?

A trust transferred 91,400 CBIZ common shares from a personal trust account to a charitable donor-advised fund on October 23, 2026. The trust reported 383,179 shares following the transfer. No Rule 10b5-1 plan is reported.

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

Form 4 Insider Transactions: What Each Field Means →

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Available on EDGAR 10/27/2026 - 05:50 PM EDT Accepted by SEC EDGAR 10/27/2026 - 05:50 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^*

GRISKO JEROME P

(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
X	Officer (give title below)		Other (specify below)
	CEO & President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/23/2026

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	10/23/2026		G		91,400(1)	D	$0	383,179	I	By trust
Common Stock								177,914	I	By 2025 SLAT
Common Stock								345,675	I	By SLAT
Common Stock								127,652.3372	D
Common Stock								62,920	I	By spousal 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. Gift of shares from personal trust account to a charitable donor advised fund.

	/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr.	10/27/2026
	** 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)