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. 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.
CBIZ, Inc. reports a proposed sale of 17,956 common shares through Piper Sandler, with an aggregate amount listed as $523,596.96. The filing also shows 56,237,300 shares outstanding as of 03/10/2026. Multiple earlier compensation issuances are listed with dated grant amounts.
CBIZ, Inc. filed Amendment No. 1 to its annual report to correct the number of common shares outstanding on the cover page for the period ended December 31, 2025.
The amended cover now reports 55,073,267 outstanding shares as of February 20, 2026, and notes that the aggregate market value of voting and non-voting common stock held by non-affiliates was approximately $3,830.6 million as of June 30, 2025.
The company states that no other changes were made to the original annual report. The amendment adds new Section 302 certifications from the principal executive and financial officers as exhibits and does not include financial statements or related Section 906 certifications.