STOCK TITAN

CBIZ director Richard T. Marabito disposes of 18,887 shares

The director's common shares converted into a $55.00-per-share cash right, while options were canceled for a cash payment tied to their exercise price.

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Form Type
4

Rhea-AI Filing Summary

CBIZ, Inc. director Richard T. Marabito reported disposition to the issuer of 18,887 common shares and cancellation of 50,000 stock options on November 2, 2026, in connection with the merger. Under the merger terms, each common share was converted into a right to receive $55.00 in cash, without interest. Each option was canceled for a cash payment based on any excess of $55.00 over its $32.64 exercise price, multiplied by the number of shares subject to the option. The reported post-transaction positions were 0 common shares and 0 shares underlying the options.

Insider MARABITO RICHARD T
Role Director
Type Security Shares Price Value
Disposition Stock Option F3 50,000 -- --
Disposition Common Stock F1, F2 18,887 -- --
Holdings After Transaction: Stock Option — 0 contracts (Direct); Common Stock — 0 shares (Direct)
Footnotes (3)
  1. 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.
  2. 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.
  3. 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.
Common shares disposed of 18,887 shares Reported for November 2, 2026
Stock options canceled 50,000 options Reported for November 2, 2026
Merger cash consideration $55.00 per share For each outstanding common share, without interest
Option exercise price $32.64 per share Exercise price for the options canceled
Common shares following transaction 0 shares Reported direct position
Shares underlying options following transaction 0 shares Reported direct position
Agreement and Plan of Merger technical
"Pursuant to the terms of the Agreement and Plan of Merger"
An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.
Effective Time technical
"At the Effective Time, each outstanding option"
The exact clock time when a regulatory filing, approval, or corporate action formally becomes legally active; from that moment the change is binding and can be acted on. Investors care because the effective time marks when ownership, rights, trading rules, or new securities take effect — like a light switch turning on a contract or transaction — which determines when risks, benefits and market reactions begin.
applicable exercise price financial
"excess, if any, of $55.00 over the applicable exercise price per share"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What CBZ shares and options did Richard T. Marabito report?

On November 2, 2026, CBIZ, Inc. director Richard T. Marabito reported disposition to the issuer of 18,887 common shares and cancellation of 50,000 stock options in connection with the merger. No Rule 10b5-1 plan is reported.

What did the merger provide for CBZ shares and options?

Each outstanding common share was converted into a right to receive $55.00 in cash per share, without interest. Each outstanding option was canceled for a cash payment equal to any excess of $55.00 over its applicable exercise price, multiplied by the number of shares subject to the option.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED 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*
MARABITO RICHARD T

(Last)(First)(Middle)
5096 RICHMOND ROAD

(Street)
BEDFORD HEIGHTS OHIO 44146

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CBIZ, Inc. [ CBZ ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
11/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock11/02/2026D(1)(2)18,887D(1)(2)0D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option$32.6411/02/2026D50,00008/12/2021(3)08/12/2027Common Stock50,000(3)0D
Explanation of Responses:
1. 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.
2. 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.
3. 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.
/s/ Jaileah X. Huddleston, Attorney-in-Fact for Richard T. Marabito11/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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