STOCK TITAN

CBIZ (CBZ) CEO exercises 9,454 RSUs, holds 64,945 shares directly

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

Rhea-AI Filing Summary

CBIZ, Inc. CEO and President Jerome P. Grisko, Jr., who is also a director, reported routine equity compensation activity involving restricted stock units and common shares.

On February 8, 2026, he exercised 9,454 restricted stock units, which converted into an equal number of CBIZ common shares, increasing his directly held common stock to 69,186.3372 shares. On the same date, he disposed of 4,241 common shares at $38.27 per share, leaving 64,945.3372 common shares held directly.

He also reports significant indirect holdings: 177,914 shares by a 2025 SLAT, 307,080 shares by another SLAT, 24,325 shares by a spousal trust, and 518,603 shares by a trust. The derivative table shows the exercised 9,454 restricted stock units were part of a February 8, 2023 grant of 28,361 units vesting in three equal annual installments beginning one year after that grant.

Positive

  • None.

Negative

  • None.
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.

FAQ

What insider transactions did CBIZ (CBZ) CEO Jerome Grisko report on February 8, 2026?

Jerome P. Grisko, Jr. reported exercising 9,454 restricted stock units and disposing of 4,241 common shares on February 8, 2026. The exercise converted the units into common stock, and after the disposition he directly held 64,945.3372 CBIZ common shares.

How many CBIZ (CBZ) shares does CEO Jerome Grisko hold directly after this Form 4?

After the reported transactions, Jerome P. Grisko, Jr. directly holds 64,945.3372 CBIZ common shares. This reflects exercising 9,454 restricted stock units into common stock and disposing of 4,241 shares at a price of $38.27 per share on February 8, 2026.

What was the size and price of the CBIZ (CBZ) share disposition reported by the CEO?

The Form 4 reports a disposition of 4,241 CBIZ common shares at $38.27 per share. This transaction, coded “F,” reduced Jerome P. Grisko Jr.’s directly held common stock from 69,186.3372 shares to 64,945.3372 shares following the same-day restricted stock unit exercise.

What restricted stock unit grant underlies Jerome Grisko’s 9,454-share CBIZ (CBZ) RSU exercise?

The 9,454 restricted stock units exercised come from a February 8, 2023 grant of 28,361 units. That grant vests in three equal annual installments beginning on the first anniversary of the grant date, and each vested unit converts into one share of CBIZ common stock.

What indirect CBIZ (CBZ) share holdings are associated with CEO Jerome Grisko?

The filing lists several indirect CBIZ common stock holdings tied to Jerome P. Grisko, Jr. These include 177,914 shares by a 2025 SLAT, 307,080 shares by another SLAT, 24,325 shares by a spousal trust, and 518,603 shares by a trust, in addition to his direct holdings.

What roles does Jerome Grisko hold at CBIZ (CBZ) according to the Form 4 filing?

Jerome P. Grisko, Jr. is identified as both a director and an officer of CBIZ, Inc. The filing specifies his officer title as CEO & President, indicating he serves as the company’s chief executive while also sitting on the board of directors.
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