Every Form 4 that CBIZ, Inc. (CBZ) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CBZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CBZ filings page.
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.
CBIZ, Inc. director Sherman A. Haag exercised stock options covering 50,000 shares of Common Stock at an exercise price of $24.62 per share on 2026-08-04. He acquired 50,000 Common shares and had 22,354 shares withheld at $55.07 per share to satisfy the exercise price through a net exercise under a Rule 10b5-1 plan, leaving 0 option shares from this grant outstanding.
CBIZ, Inc. director Kathy A. Raffa reported an equity compensation grant of 6,051 shares of Common Stock on May 15, 2026. The shares were awarded at no cash cost as a grant/award acquisition, bringing her direct holdings to 8,412 shares after the transaction.
According to the footnote, this is an annual non-employee director compensation grant in the form of restricted stock, which vests in two stages: 50% in each of the two years following the award date.
CBIZ, Inc. director Rodney A. Young received a grant of 6,051 shares of Common Stock as equity compensation. The award is structured as restricted stock that vests 50% in each of the two years following the grant date, rather than an open-market purchase.
After this grant, Young directly holds 15,361 shares of CBIZ common stock. The filing characterizes the transaction as a grant, award, or other acquisition with no cash price per share reported, reflecting standard non-employee director compensation.
SLOTKIN TODD J reported acquisition or exercise transactions in this Form 4 filing.
CBIZ, Inc. director Todd J. Slotkin received a grant of 6,051 shares of Common Stock as restricted stock, reported at a price of $0.00 per share. According to the award terms, the restricted stock vests 50% in each of the two years following the grant date, and Slotkin now holds 57,229 shares directly.
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.
MARABITO RICHARD T reported acquisition or exercise transactions in this Form 4 filing.
CBIZ, Inc. reported that director Richard T. Marabito received a grant of 6,051 shares of common stock as part of annual non-employee director compensation. The award is structured as restricted stock that vests 50% in each of the two years following the grant date.
After this equity award, Marabito directly holds 18,887 shares of CBIZ common stock. Because this is a compensation-related grant at no cash cost to the insider, it reflects routine equity-based director compensation rather than an open-market purchase or sale.
France Gina D reported acquisition or exercise transactions in this Form 4 filing.
CBIZ, Inc. director Gina D. France received a grant of 6,051 shares of Common Stock as part of annual non-employee director compensation. The award is in the form of restricted stock that vests 50% in each of the two years following the grant date. After this grant, she directly holds 76,086 shares.
CBIZ, Inc. director Rick L. Burdick reported an equity award in the form of restricted common stock. He acquired 6,051 shares of common stock at $0.00 per share as an annual non-employee director compensation grant.
According to the footnote, this restricted stock vests 50% in each of the two years following the award date. After this grant, Burdick holds 8,412 shares directly and 179,454 shares indirectly through a limited partnership.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia reported a routine tax-related share disposition. On the reported date, 1,647 shares of common stock were withheld at $26.49 per share to cover taxes on vesting restricted stock units granted on March 17, 2025. After this withholding, Lakhia directly holds 146,832.9545 shares of CBIZ common stock, indicating this was a compensation-driven event rather than an open-market sale.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia bought 12,775 shares of common stock in an open-market purchase at an average price of $25.9663 per share. After this transaction, he directly holds 148,479.9545 shares. This total includes 1,154.9545 shares acquired through the company’s 2007 Employee Stock Purchase Plan.
CBIZ, Inc. CEO & President Jerome P. Grisko reported several bona fide gifts of Common Stock for estate planning purposes. On 2026-03-13, he transferred a total of 154,380 shares, all at a stated price of $0.00 per share, which reflects non-cash gifts rather than market sales.
The gifts include transfers from both direct holdings and indirect holdings through trusts and SLATs. After these transfers, he continues to own CBIZ shares directly and indirectly, including 127,652.3372 shares held directly and additional positions held by various trust and SLAT entities.
CBIZ, Inc. director Rodney A. Young bought 1,000 shares of Common Stock in an open-market purchase. He paid $26.055 per share on the transaction date. After this purchase, he directly owns a total of 9,310 CBIZ shares.
CBIZ, Inc. director Benaree Pratt Wiley reported an open-market sale of 17,956 shares of Common Stock at a weighted average price of $26.393 per share. The shares were held indirectly through a trust. After this transaction, 18,000 shares are held indirectly and 3,336 shares are held directly. The sale price reflects trades within a range of $25.91 to $26.70.
CBIZ, Inc. reported that Chief Accounting Officer Michael T. Mangan received an equity grant in the form of restricted stock units. On March 6, 2026, he was awarded 3,462 RSUs, which convert into common stock on a one-for-one basis.
The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date, aligning his compensation with long-term shareholder value. Following this grant, Mangan directly holds 7,633.4082 shares of CBIZ common stock.
CBIZ, Inc. reported that Michael P. Kouzelos, President, Employee Services, received a grant of 21,760 restricted stock units on March 6, 2026. These RSUs vest in three equal annual installments starting on the first anniversary of the grant date and convert into common stock on a one-for-one basis. Following this grant, Kouzelos directly holds 389,718 shares of CBIZ common stock.
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.
CBIZ, Inc. CEO and President Jerome P. Grisko received a grant of 85,709 restricted stock units on March 6, 2026. These RSUs vest in three equal annual installments beginning on the first anniversary of the grant date and convert into common stock on a one-for-one basis.
Following the award, Grisko directly holds 160,818.3372 shares of common stock, and there are additional indirect holdings reported through various trusts, including 177,914 shares held by a 2025 SLAT and 518,603 shares held by another trust.
Mangan Michael T. reported disposition transactions in a Form 4 filing for CBZ. The filing lists transactions totaling 183 shares at a weighted average price of $27.84 per share. Following the reported transactions, holdings were 4,171 shares.
CBIZ, Inc. executive Michael P. Kouzelos reported a tax-related share disposition. On February 14, 2026, 1,059 shares of CBIZ common stock were withheld at $27.84 per share to cover taxes upon vesting of previously granted restricted stock units. After this tax-withholding disposition, he directly owned 367,958 CBIZ shares.
CBIZ, Inc. CEO & President Jerome P. Grisko, Jr. reported a tax-withholding disposition of 4,510 shares of CBIZ common stock on February 14, 2026. The shares were withheld at $27.84 per share to cover taxes upon vesting of restricted stock units granted on February 14, 2025.
After this transaction, he directly held 75,109.3372 CBIZ shares and had additional indirect beneficial ownership through several trusts and SLAT vehicles holding 177,914, 307,080, 24,325, and 518,603 shares, respectively.
Kouzelos Michael P reported multiple insider transaction types in a Form 4 filing for CBZ. The filing lists transactions totaling 15,389 shares at a weighted average price of $30.47 per share. Following the reported transactions, holdings were 369,017 shares.
Mangan Michael T. reported multiple insider transaction types in a Form 4 filing for CBZ. The filing lists transactions totaling 2,993 shares at a weighted average price of $30.47 per share. Following the reported transactions, holdings were 5,282 shares.
CBIZ, Inc.'s CEO and President, Jerome P. Grisko Jr., reported equity compensation activity in company common stock. On February 11, 2026, he acquired 32,899 shares at $0 per share, issued upon vesting of performance-based share units granted in 2023.
On the same date, 14,756 shares were disposed of at $30.47 per share to cover taxes related to this vesting. Following these transactions, he directly owned 79,619.3372 shares, with additional indirect holdings through several trusts, including 2025 SLAT, another SLAT, a spousal trust, and a separate trust.
CBIZ, Inc. Chief Accounting Officer Michael T. Mangan reported a small share disposition related to tax withholding. On February 9, 2026, 204 shares of CBIZ common stock were withheld at a price of $34.29 per share to cover taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024. After this tax-withholding disposition, Mangan directly beneficially owned 3,217.4082 shares of CBIZ common stock.
CBIZ, Inc. officer Michael P. Kouzelos reported a small share disposition related to equity compensation. On February 9, 2026, 1,116 shares of common stock were withheld at $34.29 per share to cover taxes upon vesting of previously granted restricted stock units. After this tax-withholding disposition, he directly beneficially owned 363,160 shares of CBIZ common stock.
CBIZ, Inc. CEO and President Jerome P. Grisko, Jr. reported a tax-withholding disposition of 3,469 shares of CBIZ common stock on February 9, 2026 at $34.29 per share. The shares were withheld to cover taxes upon the vesting of previously reported restricted stock units granted on February 9, 2024.
After this transaction, Grisko directly holds 61,476.3372 CBIZ common shares, in addition to indirect holdings through various trusts, including 2025 SLAT, another SLAT, a spousal trust, and a separate trust.
CBIZ, Inc. Chief Accounting Officer Michael T. Mangan reported a tax-related share withholding tied to equity compensation. On February 8, 2026, 266 shares of common stock were withheld at $38.27 per share upon vesting of previously reported restricted stock units granted on February 8, 2023.
After this transaction, Mangan beneficially owns 3,421.4082 shares of CBIZ common stock in direct ownership. The filing reflects administrative settlement of tax obligations rather than an open-market sale.
CBIZ, Inc. executive Michael P. Kouzelos reported routine equity compensation activity. On February 8, 2026, 3,053 restricted stock units converted into an equal number of CBIZ common shares. On the same date, 1,370 shares were disposed of at $38.27 per share, typically for tax withholding, leaving him with 364,276 shares of common stock held directly.
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.
CBIZ, Inc. director Benaree Pratt Wiley reported selling 8,288 shares of CBIZ common stock on 12/02/2025 at a weighted average price of $49.543 per share. The sale was reported as a disposition of indirectly owned shares held in a trust. After this transaction, she beneficially owns 35,956 shares indirectly through the trust and 3,336 shares directly. The filing notes that 2,485 shares previously reported as directly held were contributed to the trust, where she is the sole trustee and lifetime beneficiary, and are now reported as indirectly owned.
CBIZ, Inc. reported that its Senior Vice President and Chief Financial Officer purchased additional company stock. On 11/26/2025, the executive bought 2,060 shares of CBIZ common stock in an open-market or private transaction coded “P” at a price of $48.51 per share. After this purchase, the officer directly beneficially owns 40,584 shares of CBIZ common stock.