{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-442819","form_type":"8-K","ticker":"CBZ","cik":"0000944148","company_name":"CBIZ, Inc.","filed_at":"2026-11-02T14:21:24+00:00","discovered_at":"2026-11-02T14:22:00.259625+00:00","generated_at":"2026-11-02T14:22:08.208145+00:00","sec_items":["1.02","2.01","3.01","3.03","5.01","5.02","5.03","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"Grant Thornton Advisors completes $5 billion acquisition of CBIZ; CBZ delisted from NYSE","bullets":["CBIZ shareholders received $55.00 per share in cash; total funds used were approximately $5,235,000,000 from equity and debt financing.","CBIZ became a wholly owned subsidiary of Viking ParentCo, an affiliate of Grant Thornton Advisors; CBZ ceased NYSE trading on November 2, 2026.","Jim Peko was appointed CEO of the surviving corporation; all CBIZ directors and officers resigned at the effective time.","Brad Lakhia received a letter agreement covering Section 4999 excise tax reimbursement, with maximum payments of $2,368,946.","The combined platform reports more than $7 billion in annual revenue and over 34,500 professionals across more than 25 countries."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-442819","json":"https://secwatch.observer/filing/0001193125-26-442819.json","markdown":"https://secwatch.observer/filing/0001193125-26-442819.md","text":"https://secwatch.observer/filing/0001193125-26-442819.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/0001193125-26-442819-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/d65130d8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-02T14:22:08.208145+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"51fbf002fd","claim":"Jim Peko was appointed as Chief Executive Officer of the Surviving Corporation at CBIZ, Inc..","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/944148/000119312526442819/0001193125-26-442819-index.htm","confidence":0.92,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer of the Surviving Corporation"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}