Lakhia Brad S. 4

What Happened

• Brad S. Lakhia, Senior Vice President and Chief Financial Officer of CBIZ, Inc., had 1,647 shares withheld to cover tax withholding upon the vesting of previously granted restricted stock units (RSUs). The shares were valued at $26.49 each, for a total of $43,629. This is a tax-withholding disposition (code F), not an open-market sale.

Key Details

• Transaction date: March 17, 2026
• Price per share: $26.49
• Shares involved: 1,647 withheld (disposed) for taxes
• Total value reported: $43,629
• Footnote: Withholding relates to RSUs granted on March 17, 2025 (F1)
• Filing date: March 19, 2026 — filed within the typical two-business-day window (timely)
• Shares owned after transaction: not specified in the summary; check the full Form 4 for aggregate holdings

Context

• This transaction is a routine tax-withholding event tied to RSU vesting (code F). It does not necessarily signal a discretionary sale by the insider, as shares were retained by the company/broker to satisfy tax obligations rather than sold for cash by the insider.