CBIZ CFO has 5,813 shares withheld for taxes

CBIZ’s CFO settled tax liabilities on vested RSUs through share withholding, with over 141,000 shares still held directly.

Available on EDGAR 09/21/2026 - 04:46 PM EDT Accepted by SEC EDGAR 09/21/2026 - 04:43 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

CBIZ, Inc. (CBZ) reported that Senior Vice President & CFO Brad S. Lakhia had 5,813 shares of common stock withheld on September 17, 2026 to pay tax liabilities upon the vesting of previously reported restricted stock units granted on March 17, 2025. The shares were treated as a disposition back to the issuer for tax withholding, and Lakhia now holds 141,019.9545 shares of CBIZ common stock directly. No Rule 10b5-1 trading plan is reported for this transaction.

Insider Trade Summary

Tax Withholding: 5,813 shares

Tax Withholding 1 txn

Insider Lakhia Brad S.

Role Senior Vice President & CFO

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	5,813	$54.60	$317K

Holdings After Transaction: Common Stock — 141,019.9545 shares (Direct)

Footnotes (1)

1. F1. Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025.

Key Figures

Shares withheld for taxes: 5,813 shares Withholding price per share: $54.60 per share Shares held after transaction: 141,019.9545 shares +2 more

5 metrics

Shares withheld for taxes 5,813 shares Common stock withheld on September 17, 2026 to pay tax liabilities on vesting RSUs

Withholding price per share $54.60 per share Price applied to 5,813 shares delivered or withheld for tax liability

Shares held after transaction 141,019.9545 shares Direct CBIZ common stock holdings of CFO Brad S. Lakhia after the transaction

RSU grant date March 17, 2025 Grant date of restricted stock units whose vesting triggered the tax withholding

Transaction date September 17, 2026 Date of the tax-withholding disposition reported on Form 4

Key Terms

restricted stock units, withheld for taxes, tax liability

3 terms

restricted stock units financial

"upon the vesting of previously reported restricted stock units granted on March 17, 2025"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

withheld for taxes financial

"Represents shares withheld for taxes upon the vesting of previously reported restricted stock"

tax liability financial

"Payment of tax liability by delivering or withholding securities"

FAQ

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

What insider transaction did CBZ disclose for its CFO?

CBIZ disclosed that CFO Brad S. Lakhia had 5,813 shares of common stock withheld on September 17, 2026 to pay tax liabilities related to vesting restricted stock units, a non-market tax-withholding disposition rather than an open-market sale.

How many CBZ shares does the CFO hold after this Form 4 transaction?

After the September 17, 2026 tax-withholding transaction, CFO Brad S. Lakhia directly holds 141,019.9545 shares of CBIZ common stock, as reported in the Form 4 filing.

Was the CBZ CFO’s September 17, 2026 transaction an open-market sale?

No. The Form 4 states the transaction was a tax-withholding disposition of 5,813 shares, used to pay tax liabilities upon vesting of previously granted restricted stock units, not an open-market sale.

What price per share was used for the CBZ CFO’s tax withholding?

The filing reports a price of $54.60 per share for the 5,813 CBIZ common shares withheld to satisfy tax liabilities tied to vesting restricted stock units.

Were the CBZ CFO’s transactions under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 checkbox is not selected, so no Rule 10b5-1 trading plan is reported in connection with this tax-withholding transaction.

What equity award triggered the CBZ CFO’s tax-withholding event?

The tax-withholding event relates to the vesting of previously reported restricted stock units that were granted to CFO Brad S. Lakhia on March 17, 2025.

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

Form 4 Insider Transactions: What Each Field Means →

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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^*

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)
09/17/2026

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	09/17/2026		F		5,813(1)	D	$54.6	141,019.9545	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	09/21/2026
	** 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)