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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
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End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 4, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
- Aug 4, 2026Annual report · 10-KFiled by the company itself.Open the filing ↗
- Jul 29, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record2,29619 flagged findings
Reported transactions (Form 4)80since Feb 27, 2023 · and 4 other holdings
Corporate events (8-K)30since Jun 19, 2015
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
CBIZ, Inc. is a national provider of financial, insurance and advisory services headquartered in Independence, Ohio. CBIZ is one of the largest accounting, insurance brokerage, financial and advisory services providers in the United States with more than 120 offices and nearly 7,000 employees. Its common stock has been traded on the New York Stock Exchange since 1996, under the symbol "CBZ" since 1997.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-08-06capital return (buybacks/dividends)freshOpen filing ↗“…in the Rescission Offer. Q: How do I know if I’m eligible to participate in the Rescission Offer? A: If you purchased shares…”
+1 more passage from the same document
- “…“Certain U.S. Federal Income Tax Consequences Relating to the ESPP and the Rescission Offer”) and, if you own any Eligible Shares,…”
- 2026-08-06merger or acquisition eventfreshOpen filing ↗“…contain “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act.…”
+1 more passage from the same document
- “…policies of insurance that provide coverage (i) to its directors and officers against loss arising from claims made by reason of…”
- 2026-08-04listing compliance noticefreshOpen filing ↗“…the consummation of the transaction and no material adverse effect having occurred since the signing of the Merger…”
- 2026-08-04capital return (buybacks/dividends)freshOpen filing ↗“…into a Right of First Refusal Agreement (the “ROFR Agreement”). Under the ROFR Agreement, the selling shareholders granted the…”
+1 more passage from the same document
- “…granted the Company a right of first refusal to repurchase all or any portion of our common stock issued to the selling shareholders…”
- 2026-08-04merger or acquisition eventfreshOpen filing ↗“…Commission Marcum Transaction – On November 1, 2024, the Company completed the acquisition of Marcum LLP (“Marcum”), an accounting…”
+1 more passage from the same document
- “…income, net ( 22,874 ) Consolidated income before income tax expense $ 230,689 (1) Other costs, gains, and losses, net primarily…”
- 2026-07-29merger or acquisition eventfreshOpen filing ↗“…mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial…”
+1 more passage from the same document
- “…not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 2,296)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 24, 26424B3 ↗Securities offering
- Sep 21, 26DEFM14A ↗Shareholder meeting and votes
- Sep 21, 26Form 4 ↗Insider transaction
- Aug 27, 26PREM14A ↗Shareholder meeting and votes
- Aug 7, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 8.3% · event on Jul 31, 26 · amendment
- Aug 6, 26S-3ASR ↗Securities offering
- Aug 5, 26Form 4 ↗Insider transaction
- Aug 4, 26DEFA14A ↗Shareholder meeting and votes
- Aug 4, 2610-Q ↗Quarterly report
- Aug 4, 2610-K/A ↗Annual report · amendment
- Jul 31, 26DEFA14A ↗Shareholder meeting and votes
- Jul 30, 26DEFA14A ↗Shareholder meeting and votes
- Jul 29, 26DEFA14A ↗Shareholder meeting and votes
- Jul 29, 26DEFA14A ↗Shareholder meeting and votes
- Jul 29, 268-K ↗Current report · Results
- Jul 29, 268-K ↗Current report · Other events
- Jul 29, 268-K ↗Current report · Entered a material agreement
Insider transaction · 7 Form 4 filingsshow all 7hide
- May 15, 268-K ↗Current report · Shareholder vote results
2,296 filings on record, the oldest from May 13, 96.
Listing the 25 most recent filings of the 2,296 on record.
23926
- Jul 29, 26Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Jan 14, 26A senior executive left or was appointed8-K 5.02 ↗
- Apr 29, 25Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
3 senior executive changes2024 – 2025show all 3hide
- Feb 19, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 21, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 3, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Nov 1, 24Sold unregistered shares+5 more in the same filing8-K 3.02 ↗
- Jul 31, 24Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Mar 22, 23A senior executive left or was appointed8-K 5.02 ↗
- Feb 10, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 6, 22Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Apr 12, 22A senior executive left or was appointed8-K 5.02 ↗
- Jan 10, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Aug 17, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
8 older filings not shown · The record reaches back to Feb 17, 06.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Jun 9, 11A debt obligation was accelerated+1 more in the same filing8-K 2.04 ↗
- Aug 1, 06Listing notice (8-K 3.01)+2 more in the same filing8-K 3.01 ↗
The full record holds 2 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- FMR LLC8.3%Jul 31, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 3 earlier filings
- Bank of Montreal6.4%Mar 31, 26SCHEDULE 13G ↗10 co-filers on this document — the figure is the largest single stake, not their sum.
- 22C Capital LLC5.2%May 1, 25SCHEDULE 13G ↗3 co-filers on this document — the figure is the largest single stake, not their sum.
- Capital Research Global Investors5.0%Mar 31, 25SCHEDULE 13G/A ↗
- Morgan Stanley3.0%Mar 31, 26SCHEDULE 13G/A ↗
show one more holderhide
- Durable Capital Partners LP3.0%Dec 31, 25SCHEDULE 13G/A ↗2 earlier filings
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Stock compensation, tax and giftsshow the 37 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 17, 26Tax$317KBrad S. LakhiaSenior Vice President & CFO↗
- Aug 4, 26Compensation$1.2MA HAAG SHERMAN↗
- Aug 4, 26Tax$1.2MA HAAG SHERMAN↗
- May 15, 26Compensationamount n/aRICK L BURDICK↗
- May 15, 26Compensationamount n/aGina D France↗
- May 15, 26Compensationamount n/aRICHARD T MARABITO↗
- May 15, 26Compensationamount n/aA HAAG SHERMAN↗
- May 15, 26Compensationamount n/aTODD J SLOTKIN↗
- May 15, 26Compensationamount n/aRODNEY A YOUNG↗
- May 15, 26Compensationamount n/aKathy A Raffa↗
- Mar 17, 26Tax$44KBrad S. LakhiaSenior Vice President & CFO↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 13, 26Giftamount n/aJEROME P GRISKOCEO & President↗
- Mar 6, 26Compensationamount n/aJEROME P GRISKOCEO & President↗
- Mar 6, 26Compensationamount n/aBrad S. LakhiaSenior Vice President & CFO↗
- Mar 6, 26Compensationamount n/aBrad S. LakhiaSenior Vice President & CFO↗
- Mar 6, 26Compensationamount n/aMichael P KouzelosPresident, Employee Services↗
- Mar 6, 26Compensationamount n/aMichael T. ManganChief Accounting Officer↗
- Feb 14, 26Tax$126KJEROME P GRISKOCEO & President↗
- Feb 14, 26Tax$29KMichael P KouzelosPresident, Employee Services↗
- Feb 14, 26Tax$5KMichael T. ManganChief Accounting Officer↗
- Feb 11, 26Compensationamount n/aJEROME P GRISKOCEO & President↗
- Feb 11, 26Tax$450KJEROME P GRISKOCEO & President↗
- Feb 11, 26Compensationamount n/aMichael T. ManganChief Accounting Officer↗
- Feb 11, 26Tax$28KMichael T. ManganChief Accounting Officer↗
- Feb 11, 26Compensationamount n/aMichael P KouzelosPresident, Employee Services↗
- Feb 11, 26Tax$145KMichael P KouzelosPresident, Employee Services↗
- Feb 9, 26Tax$119KJEROME P GRISKOCEO & President↗
- Feb 9, 26Tax$38KMichael P KouzelosPresident, Employee Services↗
- Feb 9, 26Tax$7KMichael T. ManganChief Accounting Officer↗
- Feb 8, 26Compensationamount n/aJEROME P GRISKOCEO & President↗
- Feb 8, 26Tax$162KJEROME P GRISKOCEO & President↗
- Feb 8, 26Compensationamount n/aMichael P KouzelosPresident, Employee Services↗
The full record holds 211 transactions and goes back to Oct 14, 21.
Its sector and its market
CBIZ Inc. among Industrials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
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- 250 clean closes in the period.
- SEC records
- 2,296 documents on file, from May 13, 1996 to Sep 24, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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