CBIZ (NYSE: CBZ) CFO receives time-based restricted stock units

Rhea-AI Filing Summary

CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia reported two equity awards in the form of restricted stock units that convert into common stock on a one-for-one basis. On March 6, 2026, he was granted 65,941 RSUs that vest in full on the second anniversary of the grant date, subject to continued employment, and 28,025 RSUs that vest in three equal annual installments beginning on the first anniversary. Both awards were granted at no cash cost to him. Following these grants, he directly holds 134,550 shares of common stock.

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 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)

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

3. Date of Earliest Transaction (Month/Day/Year)
03/06/2026

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	03/06/2026		A(1)		65,941	A	$0	106,525	D
Common Stock	03/06/2026		A(2)		28,025	A	$0	134,550	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. On March 6, 2026, the reporting person was granted 65,941 restricted stock units, vesting in full on the second anniversary of the grant date, subject to the reporting person's continued employment with the issuer through such date. Restricted stock units convert into common stock on a one-for-one basis.

2. On March 6, 2026, the reporting person was granted 28,025 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

	/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia	03/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What did CBIZ (CBZ) CFO Brad S. Lakhia report in this Form 4?

CBIZ CFO Brad S. Lakhia reported receiving two equity awards in restricted stock units on March 6, 2026. These awards are compensation grants that convert into common stock on a one-for-one basis and increase his direct ownership to 134,550 CBIZ common shares.

How many restricted stock units did the CBIZ CFO receive in total?

Brad S. Lakhia received two restricted stock unit awards totaling 93,966 units. One grant covers 65,941 units and the other 28,025 units, each converting into CBIZ common stock on a one-for-one basis upon vesting under their respective time-based schedules.

What are the vesting terms for Brad S. Lakhia’s 65,941 RSU award at CBIZ?

The 65,941 restricted stock units granted to Brad S. Lakhia vest in full on the second anniversary of the March 6, 2026 grant date. Vesting is conditioned on his continued employment with CBIZ through that second-anniversary date, after which the units convert into common stock.

How do the 28,025 CBIZ restricted stock units granted to the CFO vest?

The 28,025 restricted stock units granted to the CBIZ CFO vest in three equal annual installments. Vesting begins on the first anniversary of the March 6, 2026 grant date, with each installment converting into common stock on a one-for-one basis as it vests over three years.

Did the CBIZ CFO pay any cash for these restricted stock unit grants?

No cash payment was required from the CBIZ CFO for these restricted stock unit grants. Both awards were recorded at a price of $0.0000 per share, reflecting compensation-based equity rather than open-market purchases of common stock through cash transactions.

How many CBIZ common shares does the CFO hold after these equity awards?

After recording the two restricted stock unit grants on March 6, 2026, Brad S. Lakhia directly holds 134,550 shares of CBIZ common stock. This figure represents his reported direct ownership position following the compensation awards disclosed in the Form 4 filing.