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. 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.
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.