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CBIZ (NYSE: CBZ) CEO makes 154,380-share estate-planning gifts

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider GRISKO JEROME P
Role CEO & President
Type Security Shares Price Value
Gift Common Stock 33,166 $0.00 --
Gift Common Stock 33,166 $0.00 --
Gift Common Stock 5,429 $0.00 --
Gift Common Stock 5,429 $0.00 --
Gift Common Stock 38,595 $0.00 --
Gift Common Stock 38,595 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 127,652.337 shares (Direct); Common Stock — 340,246 shares (Indirect, By SLAT)
Footnotes (1)
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
GRISKO JEROME P
(Last) (First) (Middle)
C/O CBIZ, INC.
5959 ROCKSIDE WOODS BLVD. N., SUITE 600
(Street)
INDEPENDENCE OH 44131
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
CBIZ, Inc. [ CBZ ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CEO & President
3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/13/2026 G(1) 33,166 D $0 127,652.3372 D
Common Stock 03/13/2026 G(1) 33,166 A $0 340,246 I By SLAT
Common Stock 03/13/2026 G(1) 5,429 D $0 513,174 I By trust
Common Stock 03/13/2026 G(1) 5,429 A $0 345,675 I By SLAT
Common Stock 03/13/2026 G(1) 38,595 D $0 474,579 I By trust
Common Stock 03/13/2026 G(1) 38,595 A $0 62,920 I By spousal trust
Common Stock 177,914 I By 2025 SLAT
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares transferred for estate planning purposes.
/s/ Jaileah X. Huddleston, attorney-in-fact for Jerome P. Grisko, Jr. 03/17/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What did CBIZ (CBZ) CEO Jerome Grisko report in this Form 4?

Jerome Grisko reported multiple bona fide gifts of CBIZ Common Stock. The transactions were described as estate planning transfers and were not open-market purchases or sales, indicating no cash changed hands in these reported movements of shares.

How many CBIZ shares were gifted in Jerome Grisko’s latest filing?

The filing shows 154,380 shares of CBIZ Common Stock characterized as bona fide gifts. These disposals are coded “G” and recorded at $0.00 per share, consistent with non-cash, estate-planning transfers rather than typical market trading activity.

Were Jerome Grisko’s CBIZ share transfers market sales or purchases?

The reported transfers were not market sales or purchases. Each transaction is coded as a bona fide gift at $0.00 per share, indicating estate-planning movements of stock rather than trades executed on the open market for cash consideration.

How does this Form 4 describe the purpose of Jerome Grisko’s CBIZ share gifts?

A footnote states the CBIZ shares were transferred for estate planning purposes. This clarifies that the movements reflect personal wealth and succession planning, rather than signaling a change in Jerome Grisko’s view of the company’s prospects or market valuation.

Does Jerome Grisko still hold CBIZ (CBZ) shares after these gifts?

Yes. After the reported gifts, he continues to hold 127,652.3372 shares directly, along with additional indirect holdings through trusts and SLAT entities. The filing’s position data shows he maintains a substantial ongoing equity interest in CBIZ.

What types of indirect CBIZ holdings are noted in Jerome Grisko’s filing?

Indirect holdings are reported as owned by SLAT, by trust, by spousal trust, and by 2025 SLAT. These labels indicate various estate and trust structures through which CBIZ shares are held, separate from Jerome Grisko’s directly owned stock.