Cbiz Inc (CBZ) Form 4 Filed by Rodney A Young, Nov 02, 2026

SEC Form 4 · No Market Transaction
Return To Issuer

Non-market transaction reported.

Reporting Owner
Director
TXN 2026-11-02 · FILED 2026-11-02
Equity Position 0 sh 15,361 → 0
Equity Change -100.0% shares held after vs before
Filing Lag 0 business days within 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Filing Date
2026-11-02
Report Date
2026-11-02
Accession No.
0000944148-26-000122
Accepted At
2026-11-02 21:53 UTC
Reporting Owner
Name Relationship
Rodney A Young CIK 0001195915
Director
Rodney A Young at Cbiz Inc Full insider history
Bought (12 mo) $26,055
Sold (12 mo) —
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Non-Derivative Securities Transactions
Title Date Type Shares Price Net Total Post-Txn Ownership
Common StockF1F2F1F2 2026-11-02 D - Return to Issuer 15,361 D — 0 Direct
Derivative Securities Transactions
Title Strike Date Type Shares Price Expiration Underlying Ownership
Stock OptionF3F3 $48.40 2026-11-02 D - Return to Issuer 50,000 D 2029-02-08 50,000 Common Stock Direct
Footnotes (3)
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. Show more
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. Show more
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. Show more
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