CBIZ INC. 2024-2025 Proxy Voting Records

Description as filed by funds: Election of Directors: Rick L. Burdick

CBIZ INC.’s own tally for this item (“Elect Director: Rick L. Burdick”): 36,587,023 for, 7,733,041 against, per its Form 8-K filed May 16, 2025 (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: 83% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 16,316,631 for, 4,138,245 against.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Jerome P. Grisko, Jr.

CBIZ INC.’s own tally for this item (“Elect Director: Jerome P. Grisko, Jr.”): 43,906,114 for, 427,325 against, per its Form 8-K filed May 16, 2025 (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: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 20,454,876 for, 0 against.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Kathy A. Raffa

CBIZ INC.’s own tally for this item (“Elect Director: Kathy A. Raffa”): 44,171,418 for, 158,054 against, per its Form 8-K filed May 16, 2025 (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: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 20,454,876 for.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Stock Issuance Proposal - To consider and vote upon a proposal to approve, for purposes of complying with applicable NYSE listing rules, the issuance of more than 20% of the Company's issued and outstanding shares of Common Stock, par value $0.01 per share, in connection with the Agreement and Plan of Merger, dated as of July 30, 2024, by and among the Company, Marcum LLP, a New York registered limited liability partnership, Marcum Advisory Group LLC, a Delaware limited liability company and wholly owned subsidiary of Marcum, PMMS LLC, a Delaware limited liability company and a wholly owned subsidiary of the Company, and Marcum Partners SPV LLC, a Delaware limited liability company, a copy of which is attached to the proxy statement for the Special Meeting as Annex A (Proposal No. 1); and

The 57 asset managers below reported 18,175,372 for, 52,116 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

Description as filed by funds: STOCK ISSUANCE PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE, FOR PURPOSES OF COMPLYING WITH APPLICABLE NYSE LISTING RULES, THE ISSUANCE OF MORE THAN 20% OF THE COMPANY'S ISSUED AND OUTSTANDING SHARES OF COMMON STOCK, PAR VALUE $0.01 PER SHARE, IN CONNECTION WITH THE AGREEMENT AND PLAN OF MERGER, DATED AS OF JULY 30, 2024, BY AND AMONG THE COMPANY, MARCUM LLP AND THE OTHER PARTIES THERETO.

The 26 asset managers below reported 3,108,561 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Showing the 25 largest of 26 asset managers. See all 26 in the interactive database.

The 2 asset managers below reported 40,196 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Description as filed by funds: Adjournment Proposal - To consider and vote upon a proposal to approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal of if a quorum is not present. (Proposal No. 2).

The 48 asset managers below reported 14,961,063 for, 1,804,300 against, 52,116 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

Description as filed by funds: ADJOURNMENT PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE THE ADJOURNMENT OF THE SPECIAL MEETING TO A LATER DATE OR DATES, IF NECESSARY OR APPROPRIATE, TO PERMIT FURTHER SOLICITATION AND VOTE OF PROXIES IN THE EVENT THAT THERE ARE INSUFFICIENT VOTES FOR, OR OTHERWISE IN CONNECTION WITH, THE APPROVAL OF THE STOCK ISSUANCE PROPOSAL OR IF A QUORUM IS NOT PRESENT. (PROPOSAL NO. 2).

The 36 asset managers below reported 4,474,944 for, 1,456 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

The 2 asset managers below reported 40,196 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Description as filed by funds: To conduct an 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 2025 proxy statement”): 43,133,364 for, 1,126,022 against — passed, per its Form 8-K filed May 16, 2025 (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 2025 proxy statement.”
Support: 97% 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, all 81 managers: 20,448,249 for, 6,627 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 242 managers: 28,719,171 for, 600,317 against, 45,313 abstained, 1,434 not voted. Showing the 25 largest; see all in the interactive database.

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, 2025”): 45,902,863 for, 975,110 against — passed, per its Form 8-K filed May 16, 2025 (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, 2025.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 20,454,040 for, 836 against.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.