CBIZ, Inc.
CBZ · Services-Business Services, NEC · 55.1M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $53M (gross $65M, SBC $12M)
Reference price $25.97 · est. market cap ~$1.4B — last insider purchase, 2026-03-13 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70gen composite 55pct→70
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -2%/yr over 4y
- Notable holderHeld by 4 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +1 more (as of 2026-03-31)
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2026-06-30 | Cisneros, Gilbert · CA31 | sell | self | $1K–$15K |
| 2026-04-06 | Gottheimer, Josh · NJ05 | buy | joint | $1K–$15K |
| 2026-03-05 | Gottheimer, Josh · NJ05 | sell | joint | $1K–$15K |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
12.9%
Operating margin
8.5%
Net margin
4.2%
Return on equity
6.6%
Return on assets
2.6%
ROIC
5.7%
Revenue growth (QoQ)
17.9%
Net-income growth
181.3%
Debt / equity
0.8×
Net debt / EBITDA
4.3×
Current ratio
1.2×
Free cash flow
$176M
EBITDA
$332M
Tangible book value
-$568M
Cash & investments
$18M
Stock comp / revenue
0.9%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Jerome P. Grisko | Jr. PEO, CEO & President | $7M FY2025 |
| Brad Lakhia PFO | SVP & CFO | $4M FY2025 |
| GROVE WARE H | C.F.O. | — |
| Mangan Michael T. | Chief Accounting Officer | — |
| Michael Kouzelos | B&I Services | $2M FY2025 |
| SPURIO CHRIS | President, Financial Services | — |
| A. Haag Sherman | Director | $261K FY2025 |
| Benaree Pratt Wiley | Director | $274K FY2025 |
| Gina D. France | Director | $261K FY2025 |
| Kathy A. Raffa | Director | $240K FY2025 |
| Michael A. DeGroote | Director | $53K FY2025 |
| Richard T. Marabito | Director | $286K FY2025 |
| Rick L. Burdick | Director | $399K FY2025 |
| Rodney A. Young | Director | $261K FY2025 |
| Todd J. Slotkin | Director | $261K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-15 | Raffa Kathy A | Grant | 6.1K | — |
| 2026-05-15 | YOUNG RODNEY A | Grant | 6.1K | — |
| 2026-05-15 | SLOTKIN TODD J | Grant | 6.1K | — |
| 2026-05-15 | SHERMAN A HAAG | Grant | 6.1K | — |
| 2026-05-15 | MARABITO RICHARD T | Grant | 6.1K | — |
| 2026-05-15 | France Gina D | Grant | 6.1K | — |
| 2026-05-15 | BURDICK RICK L | Grant | 6.1K | — |
| 2026-03-17 | Lakhia Brad S. | Tax withheld | 1.6K | $26.49 |
| 2026-03-13 | Lakhia Brad S. | Buy | 13K | $25.97 |
| 2026-03-13 | GRISKO JEROME P | Gift | 33K | — |
| 2026-03-13 | GRISKO JEROME P | Gift | 33K | — |
| 2026-03-13 | GRISKO JEROME P | Gift | 5.4K | — |
| 2026-03-13 | GRISKO JEROME P | Gift | 5.4K | — |
| 2026-03-13 | GRISKO JEROME P | Gift | 39K | — |
| 2026-03-13 | GRISKO JEROME P | Gift | 39K | — |
| 2026-03-13 | YOUNG RODNEY A | Buy | 1.0K | $26.05 |
| 2026-03-10 | WILEY BENAREE PRATT | Sell | 18K | $26.39 |
| 2026-03-06 | Mangan Michael T. | Grant | 3.5K | — |
| 2026-03-06 | Kouzelos Michael P | Grant | 22K | — |
| 2026-03-06 | Lakhia Brad S. | Grant | 66K | — |
| 2026-03-06 | Lakhia Brad S. | Grant | 28K | — |
| 2026-03-06 | GRISKO JEROME P | Grant | 86K | — |
| 2026-02-14 | Mangan Michael T. | Tax withheld | 183 | $27.84 |
| 2026-02-14 | Kouzelos Michael P | Tax withheld | 1.1K | $27.84 |
| 2026-02-14 | GRISKO JEROME P | Tax withheld | 4.5K | $27.84 |
| 2026-02-11 | Kouzelos Michael P | Grant | 11K | — |
| 2026-02-11 | Kouzelos Michael P | Tax withheld | 4.8K | $30.47 |
| 2026-02-11 | Mangan Michael T. | Grant | 2.1K | — |
| 2026-02-11 | Mangan Michael T. | Tax withheld | 928 | $30.47 |
| 2026-02-11 | GRISKO JEROME P | Grant | 33K | — |
| 2026-02-11 | GRISKO JEROME P | Tax withheld | 15K | $30.47 |
| 2026-02-09 | Mangan Michael T. | Tax withheld | 204 | $34.29 |
| 2026-02-09 | Kouzelos Michael P | Tax withheld | 1.1K | $34.29 |
| 2026-02-09 | GRISKO JEROME P | Tax withheld | 3.5K | $34.29 |
| 2026-02-08 | Mangan Michael T. | Tax withheld | 266 | $38.27 |
| 2026-02-08 | Kouzelos Michael P | Option exercise | 3.1K | — |
| 2026-02-08 | Kouzelos Michael P | Tax withheld | 1.4K | $38.27 |
| 2026-02-08 | GRISKO JEROME P | Option exercise | 9.5K | — |
| 2026-02-08 | GRISKO JEROME P | Tax withheld | 4.2K | $38.27 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-15 | 2026-05-14 | 0000944148-26-000072 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0000944148-26-000069 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0000944148-26-000067 ↗ |
| DEF 14A | 2026-04-02 | 2026-05-14 | 0001193125-26-140188 ↗ |
| 10-K/A | 2026-03-02 | 2025-12-31 | 0000944148-26-000043 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0000944148-26-000038 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0000944148-26-000035 ↗ |
| 8-K | 2026-02-17 | 2026-02-11 | 0000944148-26-000024 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001193125-26-012290 ↗ |
| 8-K | 2025-11-17 | 2025-11-12 | 0000944148-25-000027 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000944148-25-000022 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0000944148-25-000020 ↗ |