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CBIZ INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and CBIZ INC.’s Form 8-K, filed May 13, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 6Ballot items
  • 293Asset managers
  • 1,815Fund votes
  • May 9, 2024Meeting date

Results at a glance

Meeting of May 9, 2024: 6 items on CBIZ INC.’s Form 8-K, filed May 13, 2024: 4 elected · 2 approved.

Material dissent

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore CBIZ INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by CBIZ INC.

These tallies are CBIZ INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 13, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

CBIZ INC. — official shareholder meeting results, meeting held May 9, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Michael H. DeGroote 35,986,7368,138,1345,375 --2,687,133 82%Elected—
Elect Director: Gina D. France 40,640,2903,484,5725,383 --2,687,133 92%Elected—
Elect Director: A. Haag Sherman 31,285,04012,839,8185,387 --2,687,133 71%Elected—
Elect Director: Todd J. Slotkin 40,671,6193,454,2024,424 --2,687,133 92%Elected—
2. 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 45,728,7771,087,1201,481 ---- 98%Approved—
3. The compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement 41,905,1632,206,76018,322 --2,687,133 95%Approved—

Source: CBIZ INC., Form 8-K, filed with the SEC on May 13, 2024 — read the filing on EDGAR.

How asset managers voted at the CBIZ INC. 2023-2024 meeting

Each item below shows how the 293 asset managers that disclosed a CBIZ INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: A. Haag Sherman

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

71% Majority: yes · of votes cast

FOR 71%AGAINST
FOR: 31,285,040AGAINST: 12,839,818
Details: description as filed, official tally, votes by 87 asset managers

Description as filed by funds: Election of Directors: A. Haag Sherman

CBIZ INC.’s own tally for this item (“Elect Director: A. Haag Sherman”): 31,285,040 for, 12,839,818 against, per its Form 8-K filed May 13, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected the following nominees for election as directors.”
Support: 71% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 87 asset managers below reported 12,235,520 for, 7,179,517 against, 1,356 abstained.

FORAGAINST
FOR: 12,235,520AGAINST: 7,179,517ABSTAIN: 1,356
Largest asset managers voting on “Election of Directors: A. Haag Sherman” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,438,857254,741 00Mixed
BlackRock01,646,433 00Against
Calvert01,340,764 00Against
Allspring0777,864 00Against
Neuberger Berman0715,249 00Against
T. Rowe Price0623,134 00Against
Charles Schwab0517,254 00Against
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed0365,174 00Against
Bridge Builder Trust257,44513,141 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse19,368204,797 00Mixed
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco174,4430 00For
Equitable52,03675,224 00Mixed
JPMorgan112,5130 00For
DWS0107,121 00Against
Royce100,1810 00For
Goldman Sachs91,0520 00For

Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.

2. Elect Director: Gina D. France

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%
FOR: 40,640,290AGAINST: 3,484,572
Details: description as filed, official tally, votes by 87 asset managers

Description as filed by funds: Election of Directors: Gina D. France

CBIZ INC.’s own tally for this item (“Elect Director: Gina D. France”): 40,640,290 for, 3,484,572 against, per its Form 8-K filed May 13, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected the following nominees for election as directors.”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 87 asset managers below reported 17,551,053 for, 1,863,984 against, 1,356 abstained.

FOR
FOR: 17,551,053AGAINST: 1,863,984ABSTAIN: 1,356
Largest asset managers voting on “Election of Directors: Gina D. France” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,693,5980 00For
BlackRock1,646,4330 00For
Calvert01,340,764 00Against
Allspring777,8640 00For
Neuberger Berman715,2490 00For
T. Rowe Price623,1340 00For
Charles Schwab517,2540 00For
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed0365,174 00Against
Bridge Builder Trust266,2144,372 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse224,1650 00For
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco174,4430 00For
Equitable127,2600 00For
JPMorgan112,5130 00For
DWS107,1210 00For
Royce100,1810 00For
Goldman Sachs91,0520 00For

Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.

3. Elect Director: Michael H. DeGroote

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%AGAINST
FOR: 35,986,736AGAINST: 8,138,134
Details: description as filed, official tally, votes by 87 asset managers

Description as filed by funds: Election of Directors: Michael H. DeGroote

CBIZ INC.’s own tally for this item (“Elect Director: Michael H. DeGroote”): 35,986,736 for, 8,138,134 against, per its Form 8-K filed May 13, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected the following nominees for election as directors.”
Support: 82% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 87 asset managers below reported 16,729,206 for, 2,685,831 against, 1,356 abstained.

FOR
FOR: 16,729,206AGAINST: 2,685,831ABSTAIN: 1,356
Largest asset managers voting on “Election of Directors: Michael H. DeGroote” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,448,004245,594 00Mixed
BlackRock1,646,4330 00For
Calvert01,340,764 00Against
Allspring777,8640 00For
Neuberger Berman715,2490 00For
T. Rowe Price623,1340 00For
Charles Schwab517,2540 00For
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed0365,174 00Against
Bridge Builder Trust266,2144,372 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse224,1650 00For
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco0174,443 00Against
Equitable127,2600 00For
JPMorgan112,5130 00For
DWS107,1210 00For
Royce100,1810 00For
Goldman Sachs91,0520 00For

Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.

4. Elect Director: Todd J. Slotkin

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%
FOR: 40,671,619AGAINST: 3,454,202
Details: description as filed, official tally, votes by 87 asset managers

Description as filed by funds: Election of Directors: Todd J. Slotkin

CBIZ INC.’s own tally for this item (“Elect Director: Todd J. Slotkin”): 40,671,619 for, 3,454,202 against, per its Form 8-K filed May 13, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The stockholders elected the following nominees for election as directors.”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 87 asset managers below reported 17,855,739 for, 1,559,298 against, 1,356 abstained.

FOR
FOR: 17,855,739AGAINST: 1,559,298ABSTAIN: 1,356
Largest asset managers voting on “Election of Directors: Todd J. Slotkin” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,693,5980 00For
BlackRock1,646,4330 00For
Calvert01,340,764 00Against
Allspring777,8640 00For
Neuberger Berman715,2490 00For
T. Rowe Price623,1340 00For
Charles Schwab517,2540 00For
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed365,1740 00For
Bridge Builder Trust266,2144,372 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse224,1650 00For
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco174,4430 00For
Equitable127,2600 00For
JPMorgan112,5130 00For
DWS107,1210 00For
Royce100,1810 00For
Goldman Sachs91,0520 00For

Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.

5. 3. The compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 14 wordings of this item as funds reported it.

95% Approved · of votes cast

FOR 95%
FOR: 41,905,163AGAINST: 2,206,760
Details: description as filed, official tally, votes by 289 asset managers

Description as filed by funds: TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION.

CBIZ INC.’s own tally for this item (“3. The compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement”): 41,905,163 for, 2,206,760 against — passed, per its Form 8-K filed May 13, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The stockholders approved, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement.”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 87 asset managers voting on “TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION.” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,693,5980 00For
BlackRock1,646,4330 00For
Calvert1,340,7640 00For
Allspring777,8640 00For
Neuberger Berman715,2490 00For
T. Rowe Price623,1340 00For
Charles Schwab517,2540 00For
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed365,1740 00For
Bridge Builder Trust266,2144,372 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse224,1650 00For
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco174,4430 00For
Equitable127,2600 00For
JPMorgan112,5130 00For
DWS107,1210 00For
Royce100,1810 00For
Goldman Sachs91,0520 00For

Fund voting reports, all 87 managers: 19,329,534 for, 52,703 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 228 asset managers voting on “TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION.” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Research Global Investors2,861,1390 00For
BlackRock1,475,8880 00For
P2 Capital Partners, LLC1,429,0110 00For
Calvert1,362,7240 00For
Fidelity1,137,7420 00For
Neuberger Berman1,118,3830 00For
Allspring1,094,0390 00For
GEODE CAPITAL MANAGEMENT, LLC1,054,6420 00For
Select Equity Group, L.P.1,027,2550 00For
Mawer Investment Management Ltd.01,026,028 00Against
ATLANTA CAPITAL MANAGEMENT CO L L C1,000,9946,860 00For
SILVERCREST ASSET MANAGEMENT GROUP LLC952,57231,910 00For
State Street939,27614,524 00For
Northern Trust906,0852,415 00For
Burgundy Asset Management Ltd.859,7000 00For
T. Rowe Price850,1200 00For
Premier Fund Managers Ltd716,9710 00For
GW&K Investment Management, LLC697,3984,615 00For
Granite Investment Partners, LLC573,4320 00For
PUBLIC SECTOR PENSION INVESTMENT BOARD572,3900 00For
Charles Schwab517,2540 00For
NEUMEIER POMA INVESTMENT COUNSEL LLC493,8670 00For
Eaton Vance406,5210 00For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC373,8000 00For
Victory Capital329,4721,775 00For

Institutional-manager reports, all 228 managers: 28,906,241 for, 1,641,340 against, 280 abstained, 65 not voted. Showing the 25 largest; see all in the interactive database.

6. 2. The selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company's independent registered…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 45,728,777AGAINST: 1,087,120
Details: description as filed, official tally, votes by 88 asset managers

Description as filed by funds: TO RATIFY KPMG LLP AS CBIZ'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM.

CBIZ INC.’s own tally for this item (“2. 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”): 45,728,777 for, 1,087,120 against — passed, per its Form 8-K filed May 13, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “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.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 88 asset managers below reported 19,413,956 for, 5,532 against.

FOR
FOR: 19,413,956AGAINST: 5,532
Largest asset managers voting on “TO RATIFY KPMG LLP AS CBIZ'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM.” at CBIZ INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capital Group2,910,4120 00For
Vanguard2,789,9090 00For
Dimensional1,850,4760 00For
Fidelity1,693,5980 00For
BlackRock1,646,4330 00For
Calvert1,340,7640 00For
Allspring777,8640 00For
Neuberger Berman715,2490 00For
T. Rowe Price623,1340 00For
Charles Schwab517,2540 00For
FENIMORE ASSET MANAGEMENT TRUST415,2270 00For
Waddell & Reed365,1740 00For
Bridge Builder Trust270,5860 00For
OLD WESTBURY FUNDS INC233,5800 00For
TIAA232,3760 00For
Victory Capital232,2570 00For
Brighthouse224,1650 00For
WILLIAM BLAIR FUNDS201,6700 00For
AMG FUNDS193,9390 00For
Invesco174,4430 00For
Equitable127,2600 00For
JPMorgan112,5130 00For
DWS107,1210 00For
Royce100,1810 00For
Goldman Sachs91,0520 00For

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

Largest CBIZ INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 49,814,000 shares outstanding at the time of that meeting.

Fund voting reports: top CBIZ INC. shareholders by shares voted on “TO RATIFY KPMG LLP AS CBIZ'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM.”, 2023-2024
#Asset manager % of shares outstanding
1Capital Group 5.84%
2Vanguard 5.60%
3Dimensional 3.71%
4Fidelity 3.40%
5BlackRock 3.31%
6Calvert 2.69%
7Allspring 1.56%
8Neuberger Berman 1.44%
9T. Rowe Price 1.25%
10Charles Schwab 1.04%
Institutional-manager reports: top CBIZ INC. shareholders by shares voted on “TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION.”, 2023-2024
#Asset manager % of shares outstanding
1Capital Research Global Investors 5.74%
2BlackRock 2.96%
3P2 Capital Partners, LLC 2.87%
4Calvert 2.74%
5Fidelity 2.28%
6Neuberger Berman 2.25%
7Allspring 2.20%
8GEODE CAPITAL MANAGEMENT, LLC 2.12%
9Select Equity Group, L.P. 2.06%
10Mawer Investment Management Ltd. 2.06%

Reported CBIZ INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

CBIZ INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
Vanguard Group 9.81% 13F
BlackRock 7.11% 13F
Morgan Stanley 6.92% DEF14A
FMR (Fidelity) 6.07% 13F
Dimensional Fund Advisors 4.05% 13F
State Street 2.16% 13F
Geode Capital 2.12% 13F
Jerome P. Grisko, Jr. 2.07% DEF14A
Northern Trust 1.86% 13F
T. Rowe Price 1.66% 13F

Percentages above are of 49,814,000 shares outstanding, as reported by CBIZ INC. on its Form 10-K dated December 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CBIZ INC.’s 10-K dated December 31, 2023. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At CBIZ INC.'s shareholder meeting held May 9, 2024, in the 2023-2024 proxy season, 293 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,815 separate fund positions. On the most widely held item on that ballot — TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION. — CBIZ INC.'s filing reports the proposal as approved, with 95% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: CBIZ INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 13, 2024.

CBIZ INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.