Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Director | May 15, 2026 | May 19, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CBIZ, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,361 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 6,051 · Balance 15,361 F1: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 20:49 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000084 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,361 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:35 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 1,000 | $26.06 | $26,055.00 |
DisclosureSEC source: 0000944148-26-000057 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,310 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:45 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 2,000 | $62.43 | $124,860.00 |
DisclosureSEC source: 0001127602-25-020363 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,310 Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 2,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015076 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,310 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:16 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 1,000 | $76.18 | $76,180.00 |
DisclosureSEC source: 0001127602-25-008531 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,949 Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 21:25 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 1,000 | $77.56 | $77,556.00 |
DisclosureSEC source: 0001127602-24-029147 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,949 Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:04 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015287 · form4.xml · nonDerivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,949 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 21:06 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantStock Option · Derivative | 50,000 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001127602-23-004201 · form4.xml · derivative · entry 1 YOUNG RODNEY A · CIK 0001195915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2029-02-08 F1 · security: Consists of new director option grant on 02/08/2023, vesting 100% immediately, and expiring on 02/08/2029. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.