Jerome P. Grisko, CEO and President of CBIZ, Inc. (NYSE:CBZ), filed a Form 4 on October 27, 2026, disclosing a gift of 91,400 shares of common stock on October 23, 2026, transferred from a personal trust account to a charitable donor advised fund at $0 price.

Key Highlights

  • Transaction type: Grisko disposed of 91,400 shares of CBIZ common stock via a gift (transaction code G) on October 23, 2026, at a price of $0.
  • Charitable gift: According to the filing, the shares were gifted from a personal trust account to a charitable donor advised fund.
  • Post-transaction holdings: Following the transaction, Grisko's reported beneficial ownership includes 127,652.3372 shares held directly and multiple indirect positions.
  • Indirect holdings: Indirect beneficial ownership reported includes 383,179 shares held by trust, 177,914 shares by a 2025 SLAT, 345,675 shares by a SLAT, and 62,920 shares by a spousal trust.
  • Reporting person role: Grisko is identified in the filing as both a Director and Officer (CEO and President) of CBIZ, Inc.

Jerome Grisko's October 2026 Charitable Share Transfer at CBIZ

According to the Form 4 filed with the SEC on October 27, 2026, Jerome P. Grisko, CEO and President of CBIZ, Inc. (NYSE:CBZ), reported a single transaction dated October 23, 2026. The filing discloses the disposal of 91,400 shares of CBIZ common stock via transaction code "G," which the filing's footnote describes as "a gift of shares from personal trust account to a charitable donor advised fund." The stated price for the transaction was $0.

Following the reported transaction, Grisko's direct beneficial ownership stood at 127,652.3372 shares of common stock. The filing also reports multiple indirect positions: 383,179 shares held by trust, 177,914 shares held by a 2025 SLAT, 345,675 shares held by a SLAT, and 62,920 shares held by a spousal trust. No derivative securities transactions were reported in Table II of the filing.

The Form 4 was signed by Jaileah X. Huddleston, identified as attorney-in-fact for Jerome P. Grisko, Jr., and dated October 27, 2026. The filing does not indicate that the transaction was made pursuant to a Rule 10b5-1(c) plan, as that box was left unchecked.

What Was Disclosed

The filing discloses a gift of 91,400 CBIZ common shares from Grisko's personal trust to a charitable donor advised fund on October 23, 2026, at no monetary consideration, along with his resulting direct and indirect beneficial ownership positions.