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CBIZ (CBZ) director Haag awarded 6,051 restricted shares in annual grant

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Filing Sentiment
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Form Type
4

Rhea-AI Filing Summary

SHERMAN A HAAG reported acquisition or exercise transactions in this Form 4 filing.

CBIZ, Inc. director Sherman A. Haag reported an equity compensation award of company stock. He received a grant of 6,051 shares of restricted common stock at no cash cost as an annual non-employee director compensation grant. The restricted stock will vest 50% in each of the two years following the award date. After this grant, Haag directly holds 20,125 shares of CBIZ common stock.

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Insider SHERMAN A HAAG
Role null
Type Security Shares Price Value
Grant/Award Common Stock 6,051 $0.00 --
Holdings After Transaction: Common Stock — 20,125 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Restricted stock grant 6,051 shares Annual non-employee director compensation award
Post-transaction holdings 20,125 shares Direct CBIZ common stock held after grant
Vesting schedule 50% per year over 2 years Restricted stock vesting terms following award date
Transaction price per share $0.0000 Stock-based compensation, no cash paid for shares
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.
Annual non-employee director compensation grant financial
"Annual non-employee director compensation grant awarded."
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
SHERMAN A HAAG
(Last)(First)(Middle)
600 TRAVIS STREET, 59TH FLOOR
(Street)
HOUSTON TEXAS 77002
(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)
XDirector10% 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock(1)05/15/2026A6,051A$020,125D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
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 A. Haag Sherman05/19/2026
** Signature of Reporting PersonDate
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

FAQ

What insider transaction did CBIZ (CBZ) director Sherman A. Haag report?

Sherman A. Haag reported receiving 6,051 shares of CBIZ restricted common stock as an equity award. The grant reflects annual non-employee director compensation and does not involve an open-market purchase or sale, so it is primarily a routine compensation-related transaction.

How many CBIZ (CBZ) shares does Sherman A. Haag hold after this Form 4?

Following the restricted stock grant, Sherman A. Haag directly holds 20,125 shares of CBIZ common stock. This total includes the newly awarded 6,051 restricted shares, which are subject to a vesting schedule over the two years following the award date.

What are the vesting terms of Sherman A. Haag’s CBIZ restricted stock grant?

The 6,051 restricted CBIZ shares vest 50% in each of the two years after the award date. This means half the shares become unrestricted after the first year and the remaining half after the second year, contingent on meeting the vesting conditions.

Was cash paid for the CBIZ (CBZ) restricted stock granted to Sherman A. Haag?

No cash was paid for this grant; the reported transaction price per share is 0.0000. The 6,051 restricted shares represent a stock-based compensation award for Haag’s service as a non-employee director rather than a purchase on the open market.

Is Sherman A. Haag’s CBIZ Form 4 transaction a buy or sell of shares?

The transaction is classified as an acquisition via grant or award, not a market buy or sell. Haag received 6,051 restricted shares as part of his annual non-employee director compensation, increasing his direct holdings to 20,125 CBIZ common shares.