Cbiz Inc SEC Filings

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.

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 402,879.00. The issuer had 54,401,424 shares outstanding at the time listed.

The shares to be sold were originally acquired from the company as compensation on two dates: 05/10/2025 for 2,485 shares and 05/09/2024 for 5,803 shares. The planned sale date is approximately 12/02/2025. The person filing represents that they are not aware of any undisclosed material adverse information about the issuer’s operations.

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.

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.