CBIZ, Inc. — fact timeline

CBIZ, Inc. shareholders approved Advisory approval of compensation of Named Executive Officers at the 2026-05-14 meeting.

“The stockholders approved, on an advisory basis, the compensation of the Company’s Named Executive Officers as disclosed in the 2026 proxy statement. The results of the vote taken were as follows: For 39,871,104 Against 1,406,070 Abstain 23,819 Broker Non Votes 5,909,457”

CBIZ, Inc. shareholders approved Ratification of selection of KPMG LLP as independent registered public accounting firm at the 2026-05-14 meeting.

“The stockholders ratified the selection of KPMG LLP by the Audit Committee of the Board of Directors as the Company’s independent registered public accounting firm for the year ending December 31, 2026. The results of the vote taken were as follows: For 45,982,194 Against 1,129,651 Abstain 98,605”

CBIZ, Inc. shareholders approved Election of Directors at the 2026-05-14 meeting.

“The stockholders elected the following nominees as directors. The results of the vote taken were as follows: Directors For Against Abstain Broker Non Votes Richard T. Marabito 38,239,045 3,032,215 29,733 5,909,457 Rodney A. Young 38,477,074 2,653,266 170,653 5,909,457”

CBIZ, Inc. reported fiscal year ending December 31, 2026 results: revenue ~$2.8B to $2.9B, EPS ~$4.00 to $4.10. Guidance raised.

“2026 Financial Outlook: Metric Previous 2026 Outlook Updated 2026 Outlook Total Revenue ~$2.8B to $2.9B ~$2.8B to $2.9B Adjusted EBITDA ~$450M to $460M ~$465M to $475M Adjusted Diluted EPS ~$3.75 to $3.85 ~$4.00 to $4.10 Free Cash Flow ~$270M to $290M ~$270M to $290M”

CBIZ, Inc. reported three months ended March 31, 2026 results: revenue $849M, net income $162M, EPS $2.63.

“First-Quarter Financial Highlights: • Total revenue of $849M, up 1.3%; Financial Services revenue up 2.1% • Net income of $162M, up 31.6%; GAAP EPS of $2.63, up 37.7% • Adjusted EBITDA of $244M, up 1.5%; Adjusted diluted EPS of $2.50, up 7.3% • Operating cash flow up 71.1%; Free cash flow up 69.5% • Repurchased ~2M shares for ~$63M through end of April; net leverage decreased 0.5x YoY • 2026 outlook continues to contemplate low to mid-single digit revenue growth, improved earnings and strong free cash flow conversion over prior year”

CBIZ, Inc.: Amended Bylaws to modernize provisions including virtual meetings, voting standard change to majority/plurality cast, advance notice, universal proxy rules, and updates to Delaware law (effective 2025-11-12).

“On November 12, 2025, the Board of Directors (the “Board”) of CBIZ, Inc. (the “Company”) approved and adopted amendments to the Company’s Amended and Restated Bylaws (as amended and restated, the “Bylaws”), effective immediately.”

Kathy A. Raffa was appointed as independent director at CBIZ, Inc..

“On January 15, 2025, the Board of Directors (the "Board") of CBIZ, Inc. (the "Company") expanded the number of its directors to ten and appointed Ms. Kathy A. Raffa to serve as an independent director.”

CBIZ, Inc. completed an acquisition involving Marcum LLP (closed 2024-11-01).

“On November 1, 2024, CBIZ, Inc. (the "Company") filed a Current Report on Form 8-K (the "Original Form 8-K") to report the completion (the "Closing") of the Merger (defined below) consummated in connection with the Agreement and Plan of Merger (the “Merger Agreement”), dated July 30, 2024, with Marcum LLP”

CBIZ, Inc. completed an acquisition involving Marcum LLP for $637.6 million in cash and 14,260,645 shares of common stock (closed 2024-11-01).

“On November 1, 2024, the Transaction was completed. At closing, the Company paid a total of $637.6 million in cash as consideration to Marcum partners (including escrowed amounts) and an additional $425.5 million in cash to satisfy certain obligations of Marcum and for certain other specified closing payments as provided by the Merger Agreement.”

CBIZ, Inc. shareholders approved Advisory approval of the compensation of the Company's Named Executive Officers at the 2024-05-09 meeting.

“The stockholders approved, on an advisory basis, the compensation of the Company’s Named Executive Officers as disclosed in the 2024 proxy statement. The results of the vote taken were as follows: For 41,905,163 Against 2,206,760 Abstain 18,322 Broker Non Votes 2,687,133”

CBIZ, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm at the 2024-05-09 meeting.

“The stockholders ratified the selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024. The results of the vote taken were as follows: For 45,728,777 Against 1,087,120 Abstain 1,481”

CBIZ, Inc. shareholders approved Election of Directors at the 2024-05-09 meeting.

“The stockholders elected the following nominees for election as directors. The results of the vote taken were as follows: Directors For Against Abstain Broker Non Votes Michael H. DeGroote 35,986,736 8,138,134 5,375 2,687,133 Gina D. France 40,640,290 3,484,572 5,383 2,687,133 A. Haag Sherman 31,285,040 12,839,818 5,387 2,687,133 Todd J. Slotkin 40,671,619 3,454,202 4,424 2,687,133”

CBIZ, Inc. reported the first quarter ended March 31, 2024 results: revenue $494.3 million, net income $76.9 million, EPS $1.53 per diluted share. Guidance reaffirmed.

“CBIZ, Inc., (NYSE: CBZ) (“CBIZ” or the “Company”), a leading provider of financial, insurance and advisory services, today announced results for the first quarter ended March 31, 2024. For the 2024 first quarter, CBIZ recorded revenue of $494.3 million, an increase of $39.7 million, or 8.7%, compared with $454.6 million reported for the same period in 2023. Acquired operations contributed $12.8 million, or 2.8%, to first-quarter 2024 revenue growth. Same-unit revenue increased by $26.9 million, or 5.9%, for the quarter, compared with the same period a year ago. Net income was $76.9 million, or $1.53 per diluted share, compared with $73.2 million, or $1.44 per diluted share, for the same period a year ago.”

CBIZ, Inc. reported three and twelve months ended December 31, 2023 results: revenue $327.5 million (Q4); $1,591.2 million (full year), net income net loss of $12.7 million (Q4); net income of $121.0 million (full year), EPS GAAP EPS $2.39 per diluted share (full year); Adjusted EPS $2.41 per diluted share (full year). Guidance raised.

“and advisory services, today announced fourth-quarter and full-year results for the period ended December 31, 2023. For the 2023 fourth quarter, CBIZ recorded revenue of $327.5 million, an increase of $32.5 million, or 11.0%, compared with $295.0 million reported for the same period in 2022. Acquired operations contributed $12.6 million, or 4.2%, to”

CBIZ, Inc. reported three and nine months ended September 30, 2023 results: revenue $410.5 million, net income $33.7 million, EPS $0.67 per diluted share. Guidance reaffirmed.

“of financial, insurance and advisory services, today announced results for the third quarter ended September 30, 2023. For the 2023 third quarter, CBIZ recorded revenue of $410.5 million, an increase of $47.3 million, or 13.0%, compared with $363.3 million reported for the same period in 2022. Acquired operations, net of divestitures, contributed $17.1 million,”

CBIZ, Inc. reported Second quarter ended June 30, 2023; six months ended June 30, 2023 results: revenue $398.5 million for Q2 2023; $853.1 million for first half 2023, net income $26.9 million for Q2 2023; $100.0 million for first half 2023, EPS $0.53 per diluted share for Q2 2023; $1.98 per diluted share for first half 2023. Guidance raised.

“CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2023 RESULTS AND RAISES FULL-YEAR 2023 REVENUE GUIDANCE”

CBIZ, Inc. shareholders approved Amendment to CBIZ, Inc. 2019 Omnibus Incentive Plan at the 2023-05-10 meeting.

“The stockholders approved the amendment to the CBIZ, Inc. 2019 Omnibus Incentive Plan. The results of the vote taken were as follows: For 41,749,079 Against 1,808,065 Abstain 33,003 Non Votes 3,375,387”

CBIZ, Inc. shareholders approved Advisory vote on frequency of say-on-pay votes at the 2023-05-10 meeting.

“The stockholders approved, through a non-binding advisory basis, the proposal that the Company hold an advisory vote regarding the compensation of the Company’s Named Executive Officers on an annual basis. The results of the vote taken were as follows: One Year 40,120,286 Two Years 85,492 Three Years 3,366,985 Abstain 17,384 Non Votes 3,375,387”

CBIZ, Inc. shareholders approved Advisory approval of Named Executive Officers compensation as disclosed in 2023 proxy statement at the 2023-05-10 meeting.

“The stockholders approved, on an advisory basis, the compensation of the Company’s Named Executive Officers as disclosed in the 2023 proxy statement. The results of the vote taken were as follows: For 41,371,937 Against 2,192,495 Abstain 25,715 Non Votes 3,375,387”

CBIZ, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for year ending December 31, 2023 at the 2023-05-10 meeting.

“The stockholders ratified the selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023. The results of the vote taken were as follows: For 44,350,649 Against 2,609,984 Abstain 4,901”

CBIZ, Inc. shareholders approved Election of Directors at the 2023-05-10 meeting.

“The stockholders elected management’s nominees for election as directors. The results of the vote taken were as follows: Directors For Against Abstain Non Votes Richard T. Marabito 39,110,428 4,479,719 — 3,375,387 Rodney A. Young 43,322,878 267,269 — 3,375,387 Benaree Pratt Wiley 34,075,906 9,514,241 — 3,375,387”

Sherrill W. Hudson retired as Director at CBIZ, Inc..

“Directors Joseph S. DiMartino and Sherrill W. Hudson gave notice on March 16, 2023 of their intention to retire from the Board of Directors of CBIZ, Inc. effective at the expiration of their current terms on May 10, 2023.”

Joseph S. DiMartino retired as Director at CBIZ, Inc..

“Directors Joseph S. DiMartino and Sherrill W. Hudson gave notice on March 16, 2023 of their intention to retire from the Board of Directors of CBIZ, Inc. effective at the expiration of their current terms on May 10, 2023.”

CBIZ, Inc. updated its 2023 outlook guidance (raised).

“The Company expects revenue to grow within a range of 8% to 10% over the prior year.”

CBIZ, Inc. reported the full year ended December 31, 2022 results: revenue $1,412.0 million, net income Income from continuing operations was $105.4 million, EPS $2.01 per diluted share. Guidance raised.

“For the full year ended December 31, 2022, CBIZ recorded revenue of $1,412.0 million, an increase of $307.1 million, or 27.8%, over the $1,104.9 million for the same period in 2021.”

CBIZ, Inc. reported the three and twelve months ended December 31, 2022 results: revenue $295.0 million, net income Loss from continuing operations was $11.5 million, EPS $0.21 per diluted share. Guidance raised.

“For the 2022 fourth quarter, CBIZ recorded revenue of $295.0 million, an increase of $52.2 million, or 21.5%, compared with $242.8 million reported for the same period in 2021.”

Rodney A. Young was appointed as Director at CBIZ, Inc..

“Effective February 6, 2023, the Board of CBIZ, Inc. (the “Company”) expanded the number of its directors to eleven and appointed Mr. Rodney A. Young to serve as an independent Director of CBIZ, Inc.”

CBIZ, Inc. reported the nine months ended September 30, 2022 results: net income $116.9 million, EPS $2.22 per diluted share. Guidance raised.

“For the nine months ended September 30, 2022, CBIZ recorded revenue of $1,116.9 million, an increase of $254.8 million, or 29.6%, over the $862.1 million recorded for the same period in 2021.”

CBIZ, Inc. reported the three months ended September 30, 2022 results: net income $27.5 million, EPS $0.53 per diluted share. Guidance raised.

“For the 2022 third quarter, CBIZ recorded revenue of $363.3 million, an increase of $80.5 million, or 28.5%, compared with $282.7 million reported for the same period in 2021.”

Steven L. Gerard departed as non-executive Chairman of the Board at CBIZ, Inc..

“It is with great sadness and regret that CBIZ, Inc. announces that Steven L. Gerard, its non-executive Chairman of the Board and a board member since October of 2002, passed away unexpectedly on April 12, 2022”

Richard T. Marabito was appointed as independent Director at CBIZ, Inc..

“Effective August 12, 2021, the Board of CBIZ, Inc. (the “Company”) expanded the number of its directors to eleven and appointed Mr. Richard T. Marabito to serve as an independent Director of CBIZ, Inc.”