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  4. [Form 4] CBIZ, Inc. Insider Trading Activity

CBIZ, Inc. (NYSE: CBZ) CEO exercises 9,454 RSUs, delivers 4,241 shares for tax

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

Rhea-AI Filing Summary

GRISKO JEROME P reported disposition transactions in this Form 4 filing.

CBIZ, Inc. CEO & President Jerome P. Grisko exercised 9,454 restricted stock units into common stock on February 8, 2026, with units converting one-for-one. To cover tax obligations, 4,241 shares were delivered at $38.27 per share. After these transactions, Grisko holds 64,945.3372 CBIZ common shares directly, plus indirect holdings through several trusts.

Positive

  • None.

Negative

  • None.
Insider GRISKO JEROME P
Role CEO & President
Type Security Shares Price Value
Exercise Restricted Stock Units 9,454 $0.00 $0.00
Exercise Common Stock 9,454 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 4,241 $38.27 $162K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 64,945.3372 shares (Direct); Common Stock — 177,914 shares (Indirect, By 2025 SLAT); Common Stock — 307,080 shares (Indirect, By SLAT); Common Stock — 24,325 shares (Indirect, By spousal trust); Common Stock — 518,603 shares (Indirect, By trust)
Footnotes (2)
  1. F1. Restricted stock units convert into common stock on a one-for-one basis.
  2. F2. On February 8, 2023, the reporting person was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.
RSUs Exercised 9,454 units Restricted stock units converted into CBIZ common stock on February 8, 2026
Shares Delivered for Taxes 4,241 shares Common shares delivered at $38.27 per share to satisfy tax liability
Tax Price $38.27 per share Per-share value used for the tax-withholding disposition on February 8, 2026
Direct Common Stock Holding 64,945.3372 shares Direct CBIZ common stock held by Jerome P. Grisko after the reported transactions
Indirect Holding by 2025 SLAT 177,914 shares CBIZ common stock held indirectly by 2025 SLAT following the transactions
Indirect Holding by SLAT 307,080 shares CBIZ common stock held indirectly by SLAT following the transactions
Indirect Holding by Spousal Trust 24,325 shares CBIZ common stock held indirectly by a spousal trust following the transactions
Restricted Stock Units financial
""security_title": "Restricted Stock Units", "transaction_date": "2026-02-08""
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.
tax-withholding disposition financial
""transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
SLAT financial
""nature_of_ownership": "By SLAT""
spousal trust financial
""nature_of_ownership": "By spousal trust""

FAQ

What did CBZ CEO Jerome Grisko report in this Form 4?

Jerome P. Grisko, CEO & President of CBIZ (CBZ), reported exercising 9,454 restricted stock units into common stock on February 8, 2026. He also reported a tax-related delivery of 4,241 shares and updated his direct and indirect CBIZ share holdings.

How many CBIZ (CBZ) restricted stock units did Grisko exercise?

Grisko exercised 9,454 restricted stock units, which convert into CBIZ common stock on a one-for-one basis. These units relate to a prior grant of 28,361 RSUs that vest in three equal annual installments beginning on the first anniversary of the February 8, 2023 grant date.

How many CBIZ (CBZ) shares were delivered for taxes and at what price?

To satisfy tax obligations, Grisko delivered 4,241 CBIZ common shares at a price of $38.27 per share. This transaction is coded as an "F" tax-withholding disposition, meaning shares were used to pay the tax liability arising from the RSU exercise.

What are Jerome Grisko’s direct CBIZ (CBZ) holdings after these transactions?

Following the reported transactions, Jerome Grisko directly holds 64,945.3372 CBIZ common shares. This figure reflects his post-transaction balance of directly owned stock, separate from additional CBIZ shares held indirectly through various trusts and estate-planning vehicles.

What indirect CBIZ (CBZ) share holdings does Grisko report through trusts?

Grisko reports indirect CBIZ holdings of 177,914 shares by 2025 SLAT, 307,080 shares by SLAT, 24,325 shares by a spousal trust, and 518,603 shares by another trust. These entities hold the shares, providing indirect ownership exposure.

What RSU grant is referenced for CBIZ (CBZ) in this insider report?

The footnotes state that on February 8, 2023, Grisko was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. These RSUs convert into CBIZ common stock on a one-for-one basis.

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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)
02/08/2026
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 02/08/2026 M 9,454 A (1) 69,186.3372 D
Common Stock 02/08/2026 F 4,241 D $38.27 64,945.3372 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
Restricted Stock Units (1) 02/08/2026 M 9,454 (2) (2) Common Stock 9,454 (1) 0 D
Explanation of Responses:
1. Restricted stock units convert into common stock on a one-for-one basis.
2. On February 8, 2023, the reporting person was granted 28,361 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 02/10/2026
** 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