Form 4 for CBZ CBIZ, Inc.
Accepted 2026-08-05 16:50:03 ET · period of report 2026-08-04 · accession 0000944148-26-000099 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DT | 2026-08-05 16:50 | 2026-08-04 | CBZ | SHERMAN A HAAG | Dir | M - OptEx | $24.62 | +50.0K | 70.1K | +248% | +$1.23M |
| DT | 2026-08-05 16:50 | 2026-08-04 | CBZ | SHERMAN A HAAG | Dir | F - Tax | $55.07 | -22.4K | 47.8K | -32% | -$1.23M |
| DT | 2026-08-05 16:50 | 2026-08-04 | CBZ | SHERMAN A HAAG | Dir | M - OptEx | $0.00 | -50.0K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-08-04 | M | A | 50,000 | $24.62 | 70,125 | D | — | — | |
| 2 | Common | Common Stock | 2026-08-04 | F | D | 22,354 | $55.07 | 47,771 | D | — | — | (F1) Represents shares withheld to satisfy the exercise price upon net exercise of stock options effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. |
| 3 | Derivative | Stock Option | 2026-08-04 | M | D | 50,000 | $0.00 | 0 | D | $24.62 · 2020-08-06 to 2026-08-06 | 50,000 Common Stock |