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.
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.
CBIZ, Inc. CEO and President Jerome P. Grisko, Jr., who is also a director, reported routine equity compensation activity involving restricted stock units and common shares.
On February 8, 2026, he exercised 9,454 restricted stock units, which converted into an equal number of CBIZ common shares, increasing his directly held common stock to 69,186.3372 shares. On the same date, he disposed of 4,241 common shares at $38.27 per share, leaving 64,945.3372 common shares held directly.
He also reports significant indirect holdings: 177,914 shares by a 2025 SLAT, 307,080 shares by another SLAT, 24,325 shares by a spousal trust, and 518,603 shares by a trust. The derivative table shows the exercised 9,454 restricted stock units were part of a February 8, 2023 grant of 28,361 units vesting in three equal annual installments beginning one year after that grant.
CBIZ, Inc. reported a leadership change in its Financial Services segment. The company announced that Mr. Chris Spurio will no longer serve as President, Financial Services, effective January 31, 2026. This means he will step down from his current executive leadership role at that time.
The company also stated that it is anticipated Mr. Spurio will continue working with CBIZ as a consultant through December 31, 2026. This arrangement suggests he will remain involved with the business in an advisory capacity after leaving the president position.
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.