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.
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.
GRISKO JEROME P reported disposition transactions in this Form 4 filing.
CBIZ, Inc. CEO & President Jerome P. Grisko exercised 9,454 restricted stock units into common stock on February 8, 2026, with units converting one-for-one. To cover tax obligations, 4,241 shares were delivered at $38.27 per share. After these transactions, Grisko holds 64,945.3372 CBIZ common shares directly, plus indirect holdings through several trusts.
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.
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.