A. Haag Sherman - 04 Aug 2026 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Reporting relationship: Director
Issuer ticker: CBZ
Reported as of: 04 Aug 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 05 Aug 2026, 16:50:03 UTC
Prior SEC filing: 19 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Jaileah X. Huddleston, Attorney-in-Fact for A. Haag Sherman

Key filing fact

A. Haag Sherman filed Form 4 for CBIZ, Inc. (CBZ) on 05 Aug 2026.

Key facts

This page summarizes A. Haag Sherman's Form 4 filing for CBIZ, Inc. (CBZ).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 05 Aug 2026, 16:50.

Change

Previous filing in this sequence was filed on 19 May 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001283832 Primary reporting owner

SHERMAN A HAAG

Relationship: Director
Address: 600 TRAVIS STREET, 59TH FLOOR, HOUSTON
Signature: /s/ Jaileah X. Huddleston, Attorney-in-Fact for A. Haag Sherman
Signature date: 05 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CBZ transaction

Common Stock

Options Exercise

Transaction value
Shares: +50,000
Change %: +248%
Price: $24.62^*
Shares after: 70,125
Date: 04 Aug 2026
Ownership: Direct

CBZ transaction

Common Stock

Tax liability

Transaction value
Shares: -22,354
Change %: -32%
Price: $55.07^*
Shares after: 47,771
Date: 04 Aug 2026
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CBZ transaction Derivative

Stock Option

Options Exercise

Transaction value
Shares: -50,000
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 04 Aug 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 50,000
Exercise price: $24.62

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 1 footnote

Footnote 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.