GRISKO JEROME P 4

What Happened
Jerome P. Grisko, CEO, President and a director of CBIZ, Inc. (CBZ), reported multiple gift transactions on 2026-03-13 that moved a total of 77,190 CBIZ shares. The filings show disposals of 33,166; 5,429; and 38,595 shares and matching acquisitions of the same amounts. All transactions are coded as gifts (transaction code G) with a reported price of $0.00, so no cash changed hands.

Key Details

• Transaction date: 2026-03-13; Form 4 filed: 2026-03-17 (appears timely).
• Total shares transferred: 77,190 (33,166 + 5,429 + 38,595).
• Price reported: $0.00 (gift). Total cash value reported: $0.
• Shares owned after transaction: not specified in the provided data.
• Footnote F1: Shares transferred for estate planning purposes.
• Transaction type: G = Gift (not an open-market sale or purchase).

Context
These entries reflect intra-personal transfers for estate planning (gifts/transfers between accounts), as indicated by the matching disposal and acquisition amounts. Gifts generally do not signal the insider’s view on the company’s prospects the way open-market purchases might; they are often estate- or family-related moves rather than market-driven trades.