Was Todd J. Slotkin’s CBIZ share grant an open-market purchase?

No, the transaction was not an open-market purchase. It was reported with code A, indicating a grant, award, or other acquisition of 6,051 restricted shares as annual compensation for his service as a non-employee director of CBIZ.

CBIZ director granted 6,051 restricted shares

SLOTKIN TODD J reported acquisition or exercise transactions in this Form 4 filing.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

SLOTKIN TODD J reported acquisition or exercise transactions in this Form 4 filing.

CBIZ, Inc. director Todd J. Slotkin received a grant of 6,051 shares of Common Stock as restricted stock, reported at a price of $0.00 per share. According to the award terms, the restricted stock vests 50% in each of the two years following the grant date, and Slotkin now holds 57,229 shares directly.

Insider Trade Summary

Grant/Award: 6,051 shares

Grant/Award 1 txn

Insider SLOTKIN TODD J

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	6,051	$0.00	$0.00

Holdings After Transaction: Common Stock — 57,229 shares (Direct)

Footnotes (1)

F1. Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

Key Figures

Restricted stock grant: 6,051 shares Reported grant price: $0.00 per share Post-transaction holdings: 57,229 shares +1 more

4 metrics

Restricted stock grant 6,051 shares Director compensation award of Common Stock

Reported grant price $0.00 per share Restricted stock grant to director

Post-transaction holdings 57,229 shares Total Common Stock directly held after grant

Vesting schedule 50% per year over 2 years Restricted stock vesting terms from award footnote

Key Terms

Restricted Stock, non-employee Director compensation grant, Common Stock

3 terms

Restricted Stock financial

"Restricted Stock vesting 50% in each of the two years following date of award."

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

non-employee Director compensation grant financial

"Annual non-employee Director compensation grant awarded."

Common Stock financial

"security_title: Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CBIZ (CBZ) disclose for Todd J. Slotkin?

CBIZ disclosed that director Todd J. Slotkin received a grant of 6,051 restricted shares of Common Stock. The award is compensation for his role as a non-employee director and was reported as acquired at a price of $0.00 per share.

How many CBIZ (CBZ) shares does Todd J. Slotkin hold after this grant?

After the restricted stock grant, Todd J. Slotkin directly holds 57,229 shares of CBIZ Common Stock. This total reflects his updated ownership position following the 6,051-share director compensation award reported in the Form 4 filing.

What are the vesting terms of Todd J. Slotkin’s CBIZ restricted stock?

The 6,051 restricted CBIZ shares granted to Todd J. Slotkin vest 50% in each of the two years following the award date. This means the grant is split into two equal installments that become fully owned over a two-year period.

What type of security did Todd J. Slotkin receive from CBIZ (CBZ)?

Todd J. Slotkin received restricted shares of CBIZ Common Stock. The Form 4 notes a grant of 6,051 restricted shares, with 50% scheduled to vest in each of the two years following the grant date as part of director compensation.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 05/19/2026 - 04:46 PM EDT

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^*

SLOTKIN TODD J

(Last)

(First)

(Middle)

888 PARK AVENUE, APT. 12B

(Street)

NEW YORK

10075

(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
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock⁽¹⁾	05/15/2026		A		6,051	A	$0	57,229	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Todd J. Slotkin	05/19/2026
	** 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)

Source: View Original Filing on SEC EDGAR