AG˹ٷ

STOCK TITAN

[Form 4] CBIZ, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Positive)
Form Type
4
Rhea-AI Filing Summary

Warner Bros. Discovery (WBD) Form 4: President & CEO, Global Streaming, Jean-Briac Perrette reported a single insider transaction dated 01-Aug-2025.

  • Transaction code F (shares withheld to cover taxes on equity vesting) for 25,360 Series A common shares at $12.87, implying a tax value of roughly $326 k.
  • No open-market buy/sell; the filer’s direct ownership remains high at 1,473,974 shares after the withholding.
  • No derivative securities were involved; no changes to option holdings disclosed.

The filing reflects routine tax-related share retention rather than a discretionary sale or purchase, and therefore carries minimal fundamental impact for WBD shareholders.

Warner Bros. Discovery (WBD) Modulo 4: Il Presidente e CEO, Global Streaming, Jean-Briac Perrette ha segnalato una singola transazione interna datata 01-ago-2025.

  • Codice transazione F (azioni trattenute per coprire le tasse sulla maturazione di equity) per 25.360 azioni ordinarie Serie A a $12,87, con un valore fiscale stimato di circa $326.000.
  • Nessun acquisto o vendita sul mercato aperto; la proprietà diretta del dichiarante rimane elevata a 1.473.974 azioni dopo la trattenuta.
  • Non sono stati coinvolti strumenti derivati; nessuna modifica alle opzioni detenute è stata comunicata.

La segnalazione riflette una normale trattenuta di azioni per motivi fiscali piuttosto che una vendita o acquisto discrezionale, e pertanto ha un impatto fondamentale minimo per gli azionisti di WBD.

Warner Bros. Discovery (WBD) Formulario 4: El Presidente y CEO de Global Streaming, Jean-Briac Perrette, reportó una única transacción interna con fecha 01-ago-2025.

  • Código de transacción F (acciones retenidas para cubrir impuestos sobre la adquisición de acciones) por 25,360 acciones ordinarias Serie A a $12.87, implicando un valor fiscal aproximado de $326,000.
  • No hubo compra o venta en mercado abierto; la propiedad directa del declarante sigue siendo alta con 1,473,974 acciones después de la retención.
  • No se involucraron valores derivados; no se reportaron cambios en las opciones.

La presentación refleja una retención rutinaria de acciones por motivos fiscales y no una venta o compra discrecional, por lo que tiene un impacto fundamental mínimo para los accionistas de WBD.

Warner Bros. Discovery (WBD) Form 4: 글로벌 스트리밍 사장 � CEO� Jean-Briac Perrette2025� 8� 1�자로 단일 내부� 거래� 보고했습니다.

  • 거래 코드 F (주식 취득� 납부� 위한 주식 보유)� 25,360� 시리� A 보통�� 주당 $12.87� 처리했으�, 세금 갶치는 � $326,000� 해당합니�.
  • 공개 시장에서� 매매� 없었으며, 신고자의 직접 보유 주식은 보유 후에� 1,473,974주로 높게 유지되고 있습니다.
  • 파생상품 관� 거래� 없었�, 옵션 보유 내역에도 변화갶� 없습니다.

이번 신고� 임의 매매갶 아닌 세금 관� 주식 보유 유지� 따른 것으�, WBD 주주들에� 기본적인 영향은 거의 없습니다.

Warner Bros. Discovery (WBD) Formulaire 4 : Le Président et CEO, Streaming Global, Jean-Briac Perrette a déclaré une transaction interne unique datée du 01 août 2025.

  • Code de transaction F (actions retenues pour couvrir les impôts liés à l'acquisition d'actions) pour 25 360 actions ordinaires Série A au prix de 12,87 $, impliquant une valeur fiscale d'environ 326 000 $.
  • Aucun achat ou vente sur le marché ouvert ; la possession directe du déclarant reste élevée avec 1 473 974 actions après la retenue.
  • Aucun titre dérivé n’a été impliqué ; aucun changement dans les options détenues n’a été signalé.

Cette déclaration reflète une retenue d’actions liée à des obligations fiscales plutôt qu’une vente ou un achat discrétionnaire, et a donc un impact fondamental minimal pour les actionnaires de WBD.

Warner Bros. Discovery (WBD) Formular 4: Präsident & CEO Global Streaming, Jean-Briac Perrette, meldete eine einzelne Insider-Transaktion vom 01. August 2025.

  • Transaktionscode F (Aktien zurückbehalten zur Steuerabdeckung bei Aktienfreigabe) für 25.360 Series A Stammaktien zu $12,87, was einem Steuerwert von etwa $326.000 entspricht.
  • Kein Kauf oder Verkauf am offenen Markt; der direkte Besitz des Meldenden bleibt nach der Zurückbehaltung hoch bei 1.473.974 Aktien.
  • Keine Derivate involviert; keine Änderungen bei Optionsbeständen gemeldet.

Die Meldung spiegelt eine routinemäßige steuerbedingte Aktienrückbehaltung wider und keine freiwillige Kauf- oder Verkaufsentscheidung, weshalb sie für WBD-Aktionäre kaum fundamentale Auswirkungen hat.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine tax withholding; neutral signal.

The Code F transaction indicates shares were automatically withheld to satisfy taxes on vested equity, not an elective sale. Only ~1.7% of Perrette’s stake was involved, leaving him with nearly 1.47 m shares, which sustains significant alignment with shareholders. Given the absence of open-market activity or derivative movements, the event is non-material to WBD’s valuation or liquidity outlook. It does, however, confirm continued equity compensation distribution schedules for senior management.

Warner Bros. Discovery (WBD) Modulo 4: Il Presidente e CEO, Global Streaming, Jean-Briac Perrette ha segnalato una singola transazione interna datata 01-ago-2025.

  • Codice transazione F (azioni trattenute per coprire le tasse sulla maturazione di equity) per 25.360 azioni ordinarie Serie A a $12,87, con un valore fiscale stimato di circa $326.000.
  • Nessun acquisto o vendita sul mercato aperto; la proprietà diretta del dichiarante rimane elevata a 1.473.974 azioni dopo la trattenuta.
  • Non sono stati coinvolti strumenti derivati; nessuna modifica alle opzioni detenute è stata comunicata.

La segnalazione riflette una normale trattenuta di azioni per motivi fiscali piuttosto che una vendita o acquisto discrezionale, e pertanto ha un impatto fondamentale minimo per gli azionisti di WBD.

Warner Bros. Discovery (WBD) Formulario 4: El Presidente y CEO de Global Streaming, Jean-Briac Perrette, reportó una única transacción interna con fecha 01-ago-2025.

  • Código de transacción F (acciones retenidas para cubrir impuestos sobre la adquisición de acciones) por 25,360 acciones ordinarias Serie A a $12.87, implicando un valor fiscal aproximado de $326,000.
  • No hubo compra o venta en mercado abierto; la propiedad directa del declarante sigue siendo alta con 1,473,974 acciones después de la retención.
  • No se involucraron valores derivados; no se reportaron cambios en las opciones.

La presentación refleja una retención rutinaria de acciones por motivos fiscales y no una venta o compra discrecional, por lo que tiene un impacto fundamental mínimo para los accionistas de WBD.

Warner Bros. Discovery (WBD) Form 4: 글로벌 스트리밍 사장 � CEO� Jean-Briac Perrette2025� 8� 1�자로 단일 내부� 거래� 보고했습니다.

  • 거래 코드 F (주식 취득� 납부� 위한 주식 보유)� 25,360� 시리� A 보통�� 주당 $12.87� 처리했으�, 세금 갶치는 � $326,000� 해당합니�.
  • 공개 시장에서� 매매� 없었으며, 신고자의 직접 보유 주식은 보유 후에� 1,473,974주로 높게 유지되고 있습니다.
  • 파생상품 관� 거래� 없었�, 옵션 보유 내역에도 변화갶� 없습니다.

이번 신고� 임의 매매갶 아닌 세금 관� 주식 보유 유지� 따른 것으�, WBD 주주들에� 기본적인 영향은 거의 없습니다.

Warner Bros. Discovery (WBD) Formulaire 4 : Le Président et CEO, Streaming Global, Jean-Briac Perrette a déclaré une transaction interne unique datée du 01 août 2025.

  • Code de transaction F (actions retenues pour couvrir les impôts liés à l'acquisition d'actions) pour 25 360 actions ordinaires Série A au prix de 12,87 $, impliquant une valeur fiscale d'environ 326 000 $.
  • Aucun achat ou vente sur le marché ouvert ; la possession directe du déclarant reste élevée avec 1 473 974 actions après la retenue.
  • Aucun titre dérivé n’a été impliqué ; aucun changement dans les options détenues n’a été signalé.

Cette déclaration reflète une retenue d’actions liée à des obligations fiscales plutôt qu’une vente ou un achat discrétionnaire, et a donc un impact fondamental minimal pour les actionnaires de WBD.

Warner Bros. Discovery (WBD) Formular 4: Präsident & CEO Global Streaming, Jean-Briac Perrette, meldete eine einzelne Insider-Transaktion vom 01. August 2025.

  • Transaktionscode F (Aktien zurückbehalten zur Steuerabdeckung bei Aktienfreigabe) für 25.360 Series A Stammaktien zu $12,87, was einem Steuerwert von etwa $326.000 entspricht.
  • Kein Kauf oder Verkauf am offenen Markt; der direkte Besitz des Meldenden bleibt nach der Zurückbehaltung hoch bei 1.473.974 Aktien.
  • Keine Derivate involviert; keine Änderungen bei Optionsbeständen gemeldet.

Die Meldung spiegelt eine routinemäßige steuerbedingte Aktienrückbehaltung wider und keine freiwillige Kauf- oder Verkaufsentscheidung, weshalb sie für WBD-Aktionäre kaum fundamentale Auswirkungen hat.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lakhia Brad S.

(Last) (First) (Middle)
C/O CBIZ, INC.
5959 ROCKSIDE WOODS BLVD. N., SUITE 600

(Street)
INDEPENDENCE OH 44131

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
CBIZ, Inc. [ CBZ ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Senior Vice President & CFO
3. Date of Earliest Transaction (Month/Day/Year)
08/04/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/04/2025 P 1,593 A $62.7834 38,524 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia 08/05/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Warner Bros. Discovery executive Jean-Briac Perrette report on the Aug 1 2025 Form 4?

He reported withholding 25,360 WBD shares to cover taxes on vested equity (Code F).

Was the Aug 1 2025 transaction an open-market sale of WBD stock?

No. Code F denotes tax withholding; the shares were retained by the issuer, not sold on the market.

How many WBD shares does Perrette own after the filing?

He directly owns 1,473,974 Series A common shares following the transaction.

Did the Form 4 disclose any derivative securities activity?

No derivative securities were acquired or disposed; Table II is blank.

Is the transaction material to Warner Bros. Discovery investors?

The filing is considered routine and not materially impactful to WBD’s fundamentals.
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