Entry into a Material Definitive Agreement. On July 28, 2026, CBIZ, Inc., a Delaware corporation (the “Company” or “CBIZ”), entered into an Agreement and Plan of Merger (the “Merger Agreement”), by and among the Company, Viking ParentCo, Inc., a Delaware corporation (“Parent”), and Viking MergerCo, Inc., a Delaware corporation and a direct wholly owned subsidiary of Parent (“Merger Sub”), pursuant to which, upon the terms and subject to the conditions set forth therein, Merger Sub will merge…

Other Events. Voluntary Rescission Offer CBIZ, Inc. (the “ Company ”, “ we ”, “ us ” or “ our ”) has discovered that it inadvertently purchased and delivered from October 16, 2023 to April 15, 2026 up to 481,049 shares of its common stock (the “ Eligible Shares ”) in excess of the number of shares available under its 2007 Employee Stock Purchase Plan (as amended from time to time, the “ ESPP ”) and registered on Form S-8 registration statements. On July 28, 2026, the Company’s board of direct…

The company adopted a change in control severance plan and retention programs for certain executives.

Results of Operations and Financial Condition On July 29, 2026, CBIZ, Inc. (the “Company”) issued a press release announcing its financial results for the three and six months ended June 30, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Results of Operations and Financial Condition On April 29, 2026, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three months ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Results of Operations and Financial Condition On February 25, 2026 , CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and twelve months ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anti…

Other Events. On February 11, 2026, the Board of Directors (the “Board”) of CBIZ, Inc. (the “Company”) authorized the continuation of the Company’s Share Repurchase Program, which has been authorized annually for more than twenty years. Pursuant to the Board’s authorization, the number of shares of common stock available to be purchased by the Company is 5 million shares, and the Share Repurchase Program expires March 31, 2027. The Share Repurchase Program supersedes and replaces the repurcha…

President, Financial Services — Mr. Chris Spurio: Mr. Chris Spurio will no longer serve as President, Financial Services.

Results of Operations and Financial Condition On October 29, 2025, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and nine months ended September 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticip…

Results of Operations and Financial Condition On July 30, 2025, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and six months ended June 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Entry into a Material Definitive Agreement Credit Agreement Amendment On April 29, 2025 (the “Closing Date”), CBIZ, Inc. (the “Company”) entered into a second amendment (the “Second Amendment”) to the Amended and Restated Credit Agreement, dated as of November 1, 2024 (as amended by that certain first amendment, dated as of March 7, 2025, and as further amended, modified, supplemented, increased and extended from time to time, the “Credit Agreement”), by and among CBIZ Operations, Inc., an Oh…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant To the extent required, the information set forth in

Results of Operations and Financial Condition On April 24, 2025, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three months ended March 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Results of Operations and Financial Condition On February 26, 2025, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and twelve months ended December 31, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those antic…

The filing describes compensation adjustments for named executive officers following an acquisition.

Other Events. On February 11, 2025, the Board of Directors (the “Board”) of CBIZ, Inc. (the “Company”) authorized the continuation of the Company’s Share Repurchase Program, which has been renewed annually for over the past twenty years. Pursuant to the Board’s authorization, the number of shares of common stock available to be purchased by the Company was reset to 5 million shares, and the Share Repurchase Program now expires March 31, 2026. The Share Repurchase Program allows the Company to…

Chief Financial Officer — Brad S. Lakhia: Mr. Lakhia will be appointed as the new Chief Financial Officer, replacing Ware H. Grove who is retiring.

in the Original Form 8-K is filed as Exhibit 99.1 to this Amendment No. 1 and incorporated by reference herein. (d) Exhibits 99. 1 Unaudited Pro Forma Condensed Combined Financial Information of the Company 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES: Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Dated: Novembe…

Results of Operations and Financial Condition On October 29, 2024, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and nine months ended September 30, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticip…

Unregistered Sales of Equity Securities. The disclosure included in

Entry into a Material Definitive Agreement. Agreement and Plan of Merger On July 30, 2024, CBIZ, Inc. (the “Company” or “CBIZ”) entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Marcum LLP, a New York registered limited liability partnership (“Marcum”), Marcum Advisory Group LLC, a Delaware limited liability company and wholly owned subsidiary of Marcum (“MAG”), PMMS LLC, a Delaware limited liability company and a wholly owned subsidiary of the Company (“Merger Sub”),…

Results of Operations and Financial Condition On July 31, 2024, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and six months ended June 30, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Results of Operations and Financial Condition On April 25, 2024, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three months ended March 31, 2024. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and include cautionary statements identified important factors that could cause actual results to differ materially from those anticipated.

Results of Operations and Financial Condition. On February 15, 2024, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and twelve months ended December 31, 2023. A copy of the press release is furnished herewith as Exhibit 99.1. The exhibit contains, and may implicate, forward-looking statements regarding the Company and includes cautionary statements identifying important factors that could cause actual results to differ materially from those an…

Other Events. On February 7, 2024, the Board of Directors (the “Board”) of CBIZ, Inc. (the “Company” or “CBIZ”) authorized the continuation of the Company’s Share Repurchase Program, which has been renewed annually for the past twenty years. This authorization renews the 5 million share authorization currently in place which expires on March 31, 2024. The Board of the Company has authorized the purchase of up to 5 million additional shares of its outstanding common stock to be obtained in ope…