Rodney A. Young - 02 Nov 2026 Form 4 Insider Report for CBIZ, Inc. (CBZ)

Reporting relationship: Director
Issuer ticker: CBZ
Reported as of: 02 Nov 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Nov 2026, 16:53:39 UTC
Prior SEC filing: 19 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Jaileah X. Huddleston, Attorney-in-Fact for Rodney A. Young

Filing notes and source

Key filing fact

Rodney A. Young filed Form 4 for CBIZ, Inc. (CBZ) on 02 Nov 2026.

Key facts

This page summarizes Rodney A. Young's Form 4 filing for CBIZ, Inc. (CBZ).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 02 Nov 2026, 16:53.

Change

Previous filing in this sequence was filed on 19 May 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001195915 Primary reporting owner

YOUNG RODNEY A

Relationship: Director
Address: 500 WASHINGTON AVE., S, SUITE 2060, MINNEAPOLIS
Signature: /s/ Jaileah X. Huddleston, Attorney-in-Fact for Rodney A. Young
Signature date: 02 Nov 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CBZ transaction

Common Stock

Disposed to Issuer

Transaction value
Shares: -15,361
Change %: -100%
Price
Shares after: 0
Date: 02 Nov 2026
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CBZ transaction Derivative

Stock Option

Disposed to Issuer

Transaction value
Shares: -50,000
Change %: -100%
Price
Shares after: 0
Date: 02 Nov 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 50,000
Exercise price: $48.40
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 28, 2026, by and among the Issuer, Viking ParentCo, Inc., ("Parent"), and Viking MergerCo, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving corporation and an indirect wholly owned subsidiary of Parent.

Footnote F2

Pursuant to the Merger Agreement, at the effective time of the merger, each outstanding share of common stock, par value $0.01 per share, of the Issuer ("Common Stock") was canceled and converted into the right to receive $55.00 in cash per share, without interest.

Footnote F3

At the Effective Time, each outstanding option to purchase shares of Common Stock (an "Option") that was outstanding immediately prior to the Effective Time was canceled and converted into the right to receive a cash payment equal to the product of (i) the excess, if any, of $55.00 over the applicable exercise price per share of such Option and (ii) the number of shares subject to such Option. Each Option is currently exercisable.