As a result of the completion of the Merger, a change in control of the Company occurred, and the Company, as the surviving entity of the Merger, became a wholly owned subsidiary of Parent, which is an affiliate of Grant Thornton. The total amount of funds used to consummate the Merger and the related transactions was approximately $5,235,000,000, which was funded through a combination of equity financing and debt financing.

At the Effective Time, each holder of shares of Company Common Stock issued and outstanding immediately prior to the Effective Time ceased to have any rights as a stockholder of the Company (other than the right to receive Merger Consideration or, in the case of Company Common Stock held by stockholders who have properly demanded and not withdrawn appraisal rights, the rights provided under Section 262 of the DGCL).

Credit Facility Termination On November 2, 2026, concurrently with the closing of the Merger, the Company caused the termination and repayment in full of all indebtedness, liabilities and other obligations under the Amended and Restated Credit Agreement, dated as of November 1, 2024, by and among the Company, Bank of America, N.A., as administrative agent, and the other parties thereto (as amended, restated, amended and restated, supplemented, refinanced, replaced or otherwise modified from t…

CEO — Jim Peko: The filing describes a merger where all directors and officers resigned and were replaced, which is a structural change rather than a routine departure or promotion.

On November 2, 2026, in connection with the completion of the Merger, the Company notified the New York Stock Exchange (the “NYSE”) of the consummation of the Merger and requested that the NYSE suspend trading of the shares of Company Common Stock prior to the opening of trading on November 2, 2026. The Company also requested that the NYSE file with the SEC a notification of removal from listing and registration on Form 25 to effect the delisting of shares of the Company Common Stock from the…

Pursuant to the terms and conditions of the Merger Agreement, the common stock of the Company and each outstanding equity award was treated as follows: • Company Common Stock: At the effective time of the Merger (the “Effective Time”), each share of common stock, par value $0.01 per share, of the Company (“Company Common Stock”) issued and outstanding immediately prior to the Effective Time ((a) other than Company Common Stock owned by (i) Parent or Merger Sub or any of their respective subsi…

is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), except as expressly set forth by specific reference in such filing. Forward-Looking Statements This report contains “forward-looking statements” wit…

Results of Operations and Financial Condition The information set forth in

Results of Operations and Financial Condition On October 19, 2026, CBIZ, Inc. (the “Company”) issued a press release announcing its financial results for the three and nine months ended September 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 includes cautionary statements identified important factors that could cause actual results to differ materially from those antici…

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…