STOCK TITAN

Form 4: CBIZ Director Rodney Young Acquires 2,000 Shares at $62.43

Filing Impact
(Neutral)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

Rodney A. Young, a director of CBIZ, Inc. (CBZ), reported a purchase of 2,000 shares of common stock on 08/08/2025 at a price of $62.43 per share, raising his direct beneficial ownership to 8,310 shares. The Form 4 was filed as an individual filing and signed on 08/12/2025 by Jaileah X. Huddleston as Attorney-in-Fact.

Positive

  • Insider purchase disclosed: Director Rodney A. Young acquired 2,000 shares at $62.43, increasing direct holdings to 8,310 shares
  • Form 4 filed and signed: Filing was submitted as an individual Form 4 and signed by an attorney-in-fact on 08/12/2025

Negative

  • None.

Insights

TL;DR: Director purchase of 2,000 shares at $62.43 increases direct holdings to 8,310; transaction disclosed on Form 4.

This Form 4 records a routine director purchase rather than a sale or issuance. The transaction size (2,000 shares) and price ($62.43) are explicitly reported, and the filing is an individual submission signed by an attorney-in-fact. From a financial-analyst perspective, the disclosure is factual and transparent but appears immaterial to CBIZ’s market capitalization absent additional context on position size relative to outstanding shares.

TL;DR: Insider director purchase properly reported; filing and signature comply with Section 16 disclosure requirements.

The filing identifies Rodney A. Young as a director and shows a purchase coded 'P' for 08/08/2025, with ownership reported as direct. The document is signed by an attorney-in-fact and includes required transaction details. There are no amendments, derivative transactions, or unusual disclosures present. Governance-wise, this is a standard, compliant insider report without indications of related-party transactions or exceptions.

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*
YOUNG RODNEY A

(Last) (First) (Middle)
500 WASHINGTON AVE., S
SUITE 2060

(Street)
MINNEAPOLIS MN 55415

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/08/2025
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 08/08/2025 P 2,000 A $62.43 8,310 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 Rodney A. Young 08/12/2025
** 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 transaction did CBIZ director Rodney A. Young report on Form 4 (CBZ)?

He reported a purchase of 2,000 common shares on 08/08/2025 at $62.43 per share.

How many CBIZ shares does Rodney A. Young own after the reported transaction?

Following the reported purchase his direct beneficial ownership is 8,310 shares.

Who signed the Form 4 for Rodney A. Young and when was it signed?

The Form 4 was signed by Jaileah X. Huddleston, Attorney-in-Fact on 08/12/2025.

Was the Form 4 filed individually or jointly for CBIZ (CBZ)?

The filing indicates a Form filed by One Reporting Person (individual filing).

Does the Form 4 report any derivative transactions for Rodney A. Young?

No. Table II for derivative securities contains no reported transactions; only a non-derivative common stock purchase is shown.
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