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. filings document the regulatory record for a NYSE-listed professional services advisor serving middle-market businesses. Recent Form 8-K reports furnish quarterly and annual operating results, financial condition updates, earnings outlook commentary, share repurchase authorizations, officer changes, and amendments to the company's bylaws.
CBIZ proxy materials describe corporate governance matters, director election standards, stockholder meeting procedures, advance notice provisions, universal proxy rules, and shareholder voting items. The filing record also identifies the company's common stock and related capital-structure disclosures, including repurchase mechanics and financing sources tied to operating cash flow and credit facilities.
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. reported the results of its annual meeting of stockholders held on May 14, 2026. Stockholders elected Richard T. Marabito and Rodney A. Young as directors, each receiving over 38 million votes in favor. They also ratified KPMG LLP as independent registered public accounting firm for the year ending December 31, 2026, with 45,982,194 votes for. On an advisory basis, stockholders approved the compensation of the Named Executive Officers, with 39,871,104 votes for and 1,406,070 against.
CBIZ, Inc. Schedule 13G/A amendment: Capital Research Global Investors filed Amendment No. 2 reporting beneficial ownership of 0 shares, or 0.0%, of CBIZ's common stock, out of 50,073,624 shares believed to be outstanding. The filing is signed by a CRMC officer.
CBIZ, Inc. Schedule 13G reports that a Bank of Montreal group of entities beneficially owns 3,508,094 shares of CBIZ common stock, representing 7% of the class. The filing breaks out voting and dispositive powers across related BMO entities and affiliated holders, with 2,549,917 shares held with sole voting power by Bank of Montreal and 3,505,334 shares held with sole dispositive power by 1001271606 Ontario Inc. The filing is signed by Kathryn Cenac on behalf of the reporting persons.
CBIZ, Inc. Schedule 13G/A shows Morgan Stanley reports beneficial ownership of 3.0% of CBIZ common stock as of 03/31/2026. The cover responses list shared voting power 1,397,902 and shared dispositive power 1,568,842. The filing states Morgan Stanley "has ceased to be the beneficial owner of more than five percent of the class of securities."
CBIZ Inc. Schedule 13G/A reports that FMR LLC beneficially owns 7,511,042.95 shares of CBIZ common stock, representing 15.0% of the class as of 03/31/2026. The filing shows sole voting and dispositive power figures and notes holdings on behalf of others.