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. (NYSE: CBZ) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations as a national professional services advisor to middle-market businesses. These SEC filings include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with any proxy statements and other disclosures required for a New York Stock Exchange–listed company.
Current reports on Form 8-K for CBIZ document material events such as quarterly financial results, amendments to bylaws, and changes in senior leadership roles. For example, recent 8-K filings have covered second- and third-quarter financial results, updates to the company’s Amended and Restated Bylaws, and leadership transitions within the Financial Services practice. These filings often reference non-GAAP measures such as Adjusted Net Income, Adjusted Diluted Earnings Per Share, and Adjusted EBITDA, with reconciliations to GAAP measures provided in the accompanying materials.
On this SEC filings page for CBZ, users can review these documents in one place and see how CBIZ reports on its financial condition, governance structure, and significant corporate actions. Investors interested in topics such as revenue trends, segment performance, capital structure, bylaw changes, and executive roles can use the filings as primary source material.
Stock Titan enhances access to CBIZ filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight key points from lengthy forms, helping readers quickly identify items such as quarterly earnings details in 10-Qs, annual disclosures in 10-Ks, and material developments reported on 8-Ks. Users can also monitor filings that may relate to insider activity and compensation through the appropriate SEC forms, using the platform’s tools to better understand the regulatory record behind the CBZ stock.
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
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.
CBIZ, Inc. reports in its annual filing that it has become a larger, more acquisition-driven professional services firm focused on middle‑market clients across accounting, tax, advisory, benefits, insurance, and technology. Total CBIZ revenue reached $2,757.991 million for the year ended December 31, 2025, with Financial Services contributing 83.4%, Benefits and Insurance Services 14.9%, and National Practices 1.7%.
The company emphasizes a growth strategy built on recurring revenue, cross‑selling, and strategic acquisitions, highlighted by its transaction involving the non‑attest business assets of Marcum and the related attest asset purchase by CBIZ CPAs. This has materially increased revenue, goodwill, intangible assets, and the number of SEC‑reporting attest clients served through its administrative service agreements.
CBIZ outlines extensive risk factors, including integration and liability risks from acquisitions, heavy use of goodwill and intangibles, regulatory and auditor‑independence constraints tied to its affiliated CPA firms, cyber and data‑security exposure, competitive pressure, seasonality in tax and accounting services, and higher leverage, with $1,472.4 million of debt outstanding under its 2024 Credit Facilities.
CBIZ, Inc. reported a very strong 2025, with total revenue of $2.76 billion, up 52.1%, largely driven by the Marcum acquisition and integration progress. Net income rose to $115.4 million, an increase of 181.3%, and GAAP diluted EPS climbed to $1.83, up 134.6%.
Profitability on an adjusted basis also improved sharply: Adjusted EBITDA reached $446.9 million, up 125.5%, and Adjusted EPS was $3.61, up 79.6%. Operating cash flow grew 55.6% to $192.5 million, while free cash flow increased 58.4% to $175.5 million.
Management highlighted that Marcum integration is largely complete, with synergies tracking ahead of plan, and outlined four strategic priorities around talent, brand, industry specialization and expanded services. For 2026, CBIZ targets approximately 2% to 5% revenue growth, Adjusted EPS of about $3.75 to $3.85, Adjusted EBITDA of about $450 million to $460 million, and free cash flow of about $270 million to $290 million, implying about 60% conversion of Adjusted EBITDA.
Mangan Michael T. reported disposition transactions in a Form 4 filing for CBZ. The filing lists transactions totaling 183 shares at a weighted average price of $27.84 per share. Following the reported transactions, holdings were 4,171 shares.