CBIZ (NYSE: CBZ) CFO RSU vesting leads to 1,647-share tax withholding

Rhea-AI Filing Summary

CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia reported a routine tax-related share disposition. On the reported date, 1,647 shares of common stock were withheld at $26.49 per share to cover taxes on vesting restricted stock units granted on March 17, 2025. After this withholding, Lakhia directly holds 146,832.9545 shares of CBIZ common stock, indicating this was a compensation-driven event rather than an open-market sale.

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 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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Senior Vice President & CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/17/2026

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	03/17/2026		F		1,647(1)	D	$26.49	146,832.9545	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. Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025.

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia	03/19/2026
	** 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)

FAQ

What insider transaction did CBIZ (CBZ) report for its CFO?

CBIZ reported that CFO Brad S. Lakhia had 1,647 shares of common stock withheld to cover taxes upon vesting of restricted stock units. This was a compensation-related tax withholding, not an open-market purchase or sale of shares.

How many CBIZ (CBZ) shares were withheld for the CFO’s taxes?

A total of 1,647 CBIZ common shares were withheld at a price of $26.49 per share. These shares satisfied tax obligations tied to vesting restricted stock units, rather than reflecting a discretionary market trade by the CFO.

Does the CBIZ (CBZ) Form 4 show an open-market sale by the CFO?

No, the Form 4 shows a tax-withholding disposition coded as “F,” meaning shares were delivered to cover taxes on vesting restricted stock units. It does not represent an open-market sale initiated by the CFO.

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

Following the tax-withholding transaction, CFO Brad S. Lakhia directly holds 146,832.9545 shares of CBIZ common stock. This remaining position indicates the event was a standard compensation-related adjustment to his equity holdings.

What triggered the tax-withholding share disposition for CBIZ (CBZ) CFO?

The withholding resulted from the vesting of previously reported restricted stock units that were granted on March 17, 2025. When those RSUs vested, a portion of the resulting shares was withheld to satisfy associated tax liabilities.