OTHER INFORMATION
−Removed: During the quarter ended March 31, 2026, no director or officer of the Company adopted or terminated any contract, instruction or written plan for the purchase or sale of securities of the Company intended to satisfy the affirmative defense condition of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in the Exchange Act).
−Removed: 10.1* Form of Indemnification Agreement
−Removed: 10.2† Second Amended and Restated Employment Agreement between the Company and Ware Grove dated February 25, 2026 (filed as Exhibit 10.6 to the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, File No.
−Removed: 001-32961, dated February 26, 2026, and incorporated herein by reference).
−Removed: 10.3* Consulting Agreement, dated March 2, 2026, by and between CBIZ, Inc.
−Removed: and Chris Spurio.
+Added: Other than as described below, during the quarters ended March 31, 2026 and June 30, 2026, no director or officer of the Company adopted or terminated any contract, instruction or written plan for the purchase or sale of securities of the Company intended to satisfy the affirmative defense condition of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in the Exchange Act).
+Added: On March 11, 2026, A.
+Added: Haag Sherman, a director of the Company, adopted a plan for the exercise of options to
+Added: purchase shares of our common stock intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
+Added: Sherman’s plan expires August 4, 2026 and provides for the potential exercise of options to purchase up to
+Added: 50,000 shares of our common stock.
+Added: Agreement and Plan of Merger, dated July 28, 2026, by and among CBIZ, Inc., Viking ParentCo, Inc., and Viking MergerCo, Inc.(filed as Exhibit 2.1 to the Company's Current Report Form 8-K, dated July 29, 2026, and incorporated herein by reference).
+Added: Change in Control Severance Plan, dated as of July 28, 2026 (filed as Exhibit 10.1 to the Company's Current Report Form 8-K, dated July 29, 2026, and incorporated herein by reference).
+Added: Eighth Amendment to Loan Agreement, dated July 30, 2026, by and among CBIZ Benefit and Insurance Services, Inc.
+Added: and Huntington National Bank.
31.1 * Certification of Chief Executive Officer Pursuant to Section 302 of the Sarbanes Oxley Act of 2002.
11 unchanged sentences
** Indicates document furnished herewith.
−Removed: † Management contract or compensatory plan contract or arrangement filed pursuant to Item 601 of Regulation S-K.
+Added: † Schedules have been omitted pursuant to Item 601(a)(5) and Item 601(b)(2) of Regulation S-K.
+Added: The Company hereby undertakes to furnish supplemental copies of any of the omitted schedules upon request by the SEC;
+Added: provided, however, that the Company may request confidential treatment pursuant to Rule 24b-2 of the Exchange Act, for any schedules so furnished.
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 thereunto duly authorized.
−Removed: April 30, 2026
+Added: August 4, 2026
/s/ BRAD LAKHIA
2 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.