As of November 4, 2026, CBIZ, Inc. has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on November 2, 2026 (Form 8-K, November 2, 2026).
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CBIZ, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-11-02. Every row below is cited to the filing it comes from, and this page adds each new change as CBIZ, Inc. files it.
Also on the record for CBIZ, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 2, 2026 | Acquired by Viking ParentCo, Inc. | — | Acquisition | Source |
| August 7, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 8.3% of the class | 5%+ stakes | Source |
| May 14, 2026 | Stake report, Schedule 13G/A, by Capital Research Global Investors | — | 5%+ stakes | Source |
| May 13, 2026 | Stake report, Schedule 13G, by Bank of Montreal | 6.37% of the class | 5%+ stakes | Source |
| May 11, 2026 | Stake report, Schedule 13G/A, by Morgan Stanley | 3% of the class | 5%+ stakes | Source |
| May 6, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 15% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 17, 2026 | Stake report, Schedule 13G/A, by Durable Capital Partners LP | 3% of the class | 5%+ stakes | Source |
| January 8, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 13.1% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by Durable Capital Partners LP | 7.3% of the class | 5%+ stakes | Source |
| November 5, 2025 | Stake report, Schedule 13G, by FMR LLC | 5.6% of the class | 5%+ stakes | Source |
| August 27, 2025 | Stake report, Schedule 13G, by Durable Capital Partners LP | 5.5% of the class | 5%+ stakes | Source |
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CBIZ, Inc. elsewhere on the record
- 5%+ stake filings Aug 2026
- Who owns it
Companies that share a holder
- Durable Capital Partners LP also filed stake reports on 13 other companies: Shift4 Payments, Inc. (Aug 2026), Goosehead Insurance, Inc. (Aug 2026), Colliers International Group Inc. (May 2026)
- Bank of Montreal also filed stake reports on 49 other companies: Akari Therapeutics Plc (Aug 2026), Alarm.com Holdings, Inc. (Aug 2026), North American Construction Group Ltd. (Aug 2026)
- Capital Research Global Investors also filed stake reports on 99 other companies: Royal Caribbean Cruises Ltd. (Oct 2026), Patria Investments Ltd. (Sep 2026), Arxis, Inc. (Aug 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-11-02 | Reported | not named in the filing | 8-K, 2026-11-02 |
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Reported
Directors On November 2, 2026, effective as of the Effective Time, each member of the Company's Board of Directors resigned as a director of the Company and as a member of any committee or subcommittee thereof.
- These departures were not a result of any disagreements with the Company on any matter relating to its operations, policies or practices.
- Officers In addition, effective as of the Effective Time, as a result of the Merger, each officer of the Company ceased to be an officer of the Company, and Jim Peko was appointed as Chief Executive Officer of the Surviving Corporation.
- Other In connection with the Merger, the Company entered into a letter agreement with Brad Lakhia (the Company's Chief Financial Officer) (the "Letter Agreement") to provide Mr. Lakhia with reimbursement, if required, for excise taxes that may be incurred by Mr. Lakhia under Section 4999 of the Code, as amended, on certain payments received in connection with the Merger, so that on a net after-tax basis Mr. Lakhia would be in the same position as if no such excise tax had applied to Mr. Lakhia.
- The maximum value of all payments under the Letter Agreement is $2,368,946.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.