Welcome to our dedicated page for Cbiz SEC filings (Ticker: CBZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CBIZ, Inc. (NYSE: CBZ) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations as a national professional services advisor to middle-market businesses. These SEC filings include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with any proxy statements and other disclosures required for a New York Stock Exchange–listed company.
Current reports on Form 8-K for CBIZ document material events such as quarterly financial results, amendments to bylaws, and changes in senior leadership roles. For example, recent 8-K filings have covered second- and third-quarter financial results, updates to the company’s Amended and Restated Bylaws, and leadership transitions within the Financial Services practice. These filings often reference non-GAAP measures such as Adjusted Net Income, Adjusted Diluted Earnings Per Share, and Adjusted EBITDA, with reconciliations to GAAP measures provided in the accompanying materials.
On this SEC filings page for CBZ, users can review these documents in one place and see how CBIZ reports on its financial condition, governance structure, and significant corporate actions. Investors interested in topics such as revenue trends, segment performance, capital structure, bylaw changes, and executive roles can use the filings as primary source material.
Stock Titan enhances access to CBIZ filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight key points from lengthy forms, helping readers quickly identify items such as quarterly earnings details in 10-Qs, annual disclosures in 10-Ks, and material developments reported on 8-Ks. Users can also monitor filings that may relate to insider activity and compensation through the appropriate SEC forms, using the platform’s tools to better understand the regulatory record behind the CBZ stock.
CBIZ Inc. (CBZ) received an amended Schedule 13G showing that FMR LLC and Abigail P. Johnson together report beneficial ownership of 7,132,906.69 shares of CBIZ common stock, representing 13.1% of the class as of 12/31/2025.
FMR LLC, a Delaware parent holding company, reports sole voting power over 7,121,423 shares and sole dispositive power over 7,132,906.69 shares. Abigail P. Johnson reports no voting power but sole dispositive power over the same 7,132,906.69 shares.
The filers certify that the CBIZ shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of CBIZ, other than activities solely in connection with a nomination under the specified proxy rule.
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 (CBZ) received a Rule 144 notice for a proposed sale of restricted shares. A holder plans to sell 8,288 shares of common stock through broker Piper Sandler & Co. on the NYSE, with an indicated aggregate market value of
The shares to be sold were originally acquired from the company as compensation on two dates:
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
CBIZ, Inc. reported that its Board of Directors approved updated Amended and Restated Bylaws effective November 12, 2025. The changes modernize the bylaws under Delaware law, including clearer rules for virtual stockholder meetings and updated procedures for making stockholder lists available before meetings. The company adopted a “majority of the votes cast” standard for electing directors in uncontested elections and a “plurality of votes cast” standard in contested elections.
The revisions add advance notice requirements for director nominations and other stockholder proposals, generally 90 to 120 days before the prior year’s annual meeting anniversary. For the 2026 Annual Meeting, written notices must be delivered between January 15, 2026 and February 14, 2026. CBIZ also incorporated the SEC’s “universal proxy” rules, requiring shareholders who solicit proxies for alternative director nominees to provide information required by Rule 14a-19.
CBIZ, Inc. (CBZ) received an amended Schedule 13G from Durable Capital Partners LP, reporting beneficial ownership of 3,925,067 shares of common stock, representing 7.3% of the class. The filing lists sole voting and dispositive power over the same number of shares. The ownership percentage is calculated against 53,975,243 shares outstanding as of July 25, 2025, as disclosed in CBIZ’s Form 10-Q.
The date of event triggering the filing is September 30, 2025. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
CBIZ (CBZ): FMR LLC and Abigail P. Johnson filed a Schedule 13G reporting passive beneficial ownership of CBIZ common stock. They report 3,022,280.22 shares, representing 5.6% of the class as of the event date 09/30/2025. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
FMR LLC reports sole voting power over 3,017,773 shares and sole dispositive power over 3,022,280.22 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 3,022,280.22 shares and no voting power. The filing notes that one or more other persons may have rights to dividends or sale proceeds, with no single such person exceeding five percent of the class.
CBIZ (CBZ) reported strong top-line growth in Q3 2025 as the Marcum acquisition flowed through results. Revenue rose to $693.8 million, up 58.1% from a year ago, while operating income increased to $58.9 million. Higher interest expense tied to new credit facilities weighed on the bottom line, with net income at $30.1 million and diluted EPS of $0.48 versus $0.70 last year.
For the first nine months of 2025, revenue reached $2.215 billion (up 63.7%). The company recorded $194.9 million in net income and diluted EPS of $3.06. Marcum contributed $840.0 million of revenue and $162.3 million of operating income year-to-date. Integration costs were $23.2 million in Q3 and $43.3 million year-to-date. Interest expense rose to $28.0 million in Q3 and $81.0 million year-to-date, reflecting higher debt.
CBIZ ended the quarter with $1.503 billion of long-term debt and had approximately $316.0 million of availability under its 2024 Credit Facilities. The company repurchased 1.4 million shares for $102.8 million under its ROFR and 0.4 million shares for $25.0 million in the open market year-to-date. Shares outstanding were 54,401,424 as of October 24, 2025.
CBIZ, Inc. furnished an update on its latest results. The company issued a press release announcing financial results for the three and nine months ended September 30, 2025, furnished as Exhibit 99.1.
The release includes forward-looking statements alongside cautionary factors that could cause actual outcomes to differ materially.
Durable Capital Partners LP reported a 5.5% ownership stake in CBIZ, Inc. (ticker CBZ), holding 2,939,563 shares of common stock. The filing states the percentage is based on 53,975,243 outstanding shares as of July 25, 2025. Durable Capital Master Fund LP directly holds the shares and Durable Capital Partners LP, as its investment adviser, has sole voting and dispositive power. The reporting entity is a Delaware limited partnership and is identified as an investment adviser and private investor. The filing asserts the shares were acquired in the ordinary course of business and not to influence control.