CBIZ, Inc. (CBZ) · Insider trading
What CBIZ's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$457,757
2 insiders, 3 trades
Sold, 12 months
$884,446
1 insider, 0% under a plan
Net, 12 months
−$426,689
bought less sold
Latest filing
2026-09-21
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Wiley Benaree PrattDirector | – | $1.35M | 3 | 2026-03-10 | – |
| Grove Ware HC.F.O. | – | $926,867 | 2 | 2025-03-14 | 301,518 |
| Lakhia Brad S.Senior Vice President & CFO | $531,706 | – | 3 | 2026-03-13 | 148,480 |
| Young Rodney ADirector | $304,660 | – | 4 | 2026-03-13 | 9,310 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-03-13 | Young Rodney ADirector | Buy | 1,000 | 26.06 | $26,060 | 9,310 | Form 4 |
| 2026-03-13 | Lakhia Brad S.Senior Vice President & CFO | Buy | 12,775 | 25.97 | $331,767 | 148,480 | Form 4 |
| 2026-03-10 | Wiley Benaree PrattDirector | Saleindirect | 17,956 | 26.39 | $473,859 | 18,000 | Form 4 |
| 2025-12-02 | Wiley Benaree PrattDirector | Saleindirect | 8,288 | 49.54 | $410,588 | 35,956 | Form 4 |
| 2025-11-26 | Lakhia Brad S.Senior Vice President & CFO | Buy | 2,060 | 48.51 | $99,931 | 40,584 | Form 4 |
| 2025-08-08 | Young Rodney ADirector | Buy | 2,000 | 62.43 | $124,860 | 8,310 | Form 4 |
| 2025-08-04 | Lakhia Brad S.Senior Vice President & CFO | Buy | 1,593 | 62.78 | $100,009 | 38,524 | Form 4 |
| 2025-03-14 | Grove Ware HC.F.O. | Sale | 4,029 | 70.16 | $282,675 | 301,518 | Form 4 |
| 2025-03-06 | Wiley Benaree PrattDirector | Saleindirect | 6,526 | 71.75 | $468,240 | 41,759 | Form 4 |
| 2025-03-04 | Young Rodney ADirector | Buy | 1,000 | 76.18 | $76,180 | 3,949 | Form 4 |
| 2024-12-10 | Grove Ware HC.F.O. | Sale | 8,143 | 79.11 | $644,193 | 293,826 | Form 4 |
| 2024-12-09 | Young Rodney ADirector | Buy | 1,000 | 77.56 | $77,560 | 2,949 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
32 × grant or award31 × shares withheld for tax17 × gift11 × option exercise
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-17 | Lakhia Brad S.Senior Vice President & CFO | Shares withheld for tax F | −5,813 | 54.60 | 141,020 | Form 4 |
| 2026-08-04 | Sherman A HaagDirector | Option exercise M | +50,000 | 24.62 | 70,125 | Form 4 |
| 2026-08-04 | Sherman A HaagDirector | Shares withheld for tax F | −22,354 | 55.07 | 47,771 | Form 4 |
| 2026-05-15 | Burdick Rick LDirector | Grant or award A | +6,051 | – | 8,412 | Form 4 |
| 2026-05-15 | France Gina DDirector | Grant or award A | +6,051 | – | 76,086 | Form 4 |
| 2026-05-15 | Marabito Richard TDirector | Grant or award A | +6,051 | – | 18,887 | Form 4 |
| 2026-05-15 | Sherman A HaagDirector | Grant or award A | +6,051 | – | 20,125 | Form 4 |
| 2026-05-15 | Slotkin Todd JDirector | Grant or award A | +6,051 | – | 57,229 | Form 4 |
| 2026-05-15 | Young Rodney ADirector | Grant or award A | +6,051 | – | 15,361 | Form 4 |
| 2026-05-15 | Raffa Kathy ADirector | Grant or award A | +6,051 | – | 8,412 | Form 4 |
| 2026-03-17 | Lakhia Brad S.Senior Vice President & CFO | Shares withheld for tax F | −1,647 | 26.49 | 146,833 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | −33,166 | – | 127,652 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | +33,166 | – | 340,246 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | −5,429 | – | 513,174 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | +5,429 | – | 345,675 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | −38,595 | – | 474,579 | Form 4 |
| 2026-03-13 | Grisko Jerome PDirector, CEO & President | Gift G | +38,595 | – | 62,920 | Form 4 |
| 2026-03-06 | Grisko Jerome PDirector, CEO & President | Grant or award A | +85,709 | – | 160,818 | Form 4 |
| 2026-03-06 | Lakhia Brad S.Senior Vice President & CFO | Grant or award A | +65,941 | – | 106,525 | Form 4 |
| 2026-03-06 | Lakhia Brad S.Senior Vice President & CFO | Grant or award A | +28,025 | – | 134,550 | Form 4 |
| 2026-03-06 | Kouzelos Michael PPresident, Employee Services | Grant or award A | +21,760 | – | 389,718 | Form 4 |
| 2026-03-06 | Mangan Michael T.Chief Accounting Officer | Grant or award A | +3,462 | – | 7,633 | Form 4 |
| 2026-02-14 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −4,510 | 27.84 | 75,109 | Form 4 |
| 2026-02-14 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,059 | 27.84 | 367,958 | Form 4 |
| 2026-02-14 | Mangan Michael T.Chief Accounting Officer | Shares withheld for tax F | −183 | 27.84 | 4,171 | Form 4 |
| 2026-02-11 | Grisko Jerome PDirector, CEO & President | Grant or award A | +32,899 | – | 94,375 | Form 4 |
| 2026-02-11 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −14,756 | 30.47 | 79,619 | Form 4 |
| 2026-02-11 | Mangan Michael T.Chief Accounting Officer | Grant or award A | +2,065 | – | 5,282 | Form 4 |
| 2026-02-11 | Mangan Michael T.Chief Accounting Officer | Shares withheld for tax F | −928 | 30.47 | 4,354 | Form 4 |
| 2026-02-11 | Kouzelos Michael PPresident, Employee Services | Grant or award A | +10,623 | – | 373,783 | Form 4 |
| 2026-02-11 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −4,766 | 30.47 | 369,017 | Form 4 |
| 2026-02-09 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −3,469 | 34.29 | 61,476 | Form 4 |
| 2026-02-09 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,116 | 34.29 | 363,160 | Form 4 |
| 2026-02-09 | Mangan Michael T.Chief Accounting Officer | Shares withheld for tax F | −204 | 34.29 | 3,217 | Form 4 |
| 2026-02-08 | Grisko Jerome PDirector, CEO & President | Option exercise M | +9,454 | – | 69,186 | Form 4 |
| 2026-02-08 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −4,241 | 38.27 | 64,945 | Form 4 |
| 2026-02-08 | Kouzelos Michael PPresident, Employee Services | Option exercise M | +3,053 | – | 365,646 | Form 4 |
| 2026-02-08 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,370 | 38.27 | 364,276 | Form 4 |
| 2026-02-08 | Mangan Michael T.Chief Accounting Officer | Shares withheld for tax F | −266 | 38.27 | 3,421 | Form 4 |
| 2025-05-16 | Young Rodney ADirector | Grant or award A | +2,361 | – | 6,310 | Form 4 |
| 2025-05-16 | Wiley Benaree PrattDirector | Grant or award A | +2,361 | – | 5,821 | Form 4 |
| 2025-05-16 | Slotkin Todd JDirector | Grant or award A | +2,361 | – | 51,178 | Form 4 |
| 2025-05-16 | Sherman A HaagDirector | Grant or award A | +2,361 | – | 14,074 | Form 4 |
| 2025-05-16 | Raffa Kathy ADirector | Grant or award A | +2,361 | – | 2,361 | Form 4 |
| 2025-05-16 | Marabito Richard TDirector | Grant or award A | +2,361 | – | 12,836 | Form 4 |
| 2025-05-16 | France Gina DDirector | Grant or award A | +2,361 | – | 70,035 | Form 4 |
| 2025-05-16 | Burdick Rick LDirector | Grant or award A | +2,361 | – | 2,361 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | −5,080 | – | 542,928 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | +5,080 | – | 307,080 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | −24,325 | – | 518,603 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | +24,325 | – | 202,239 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | −177,914 | – | 24,325 | Form 4 |
| 2025-03-26 | Grisko Jerome PDirector, CEO & President | Gift G | +177,914 | – | 177,914 | Form 4 |
| 2025-03-17 | Lakhia Brad S.Senior Vice President & CFO | Grant or award A | +25,917 | – | 25,917 | Form 4 |
| 2025-03-17 | Lakhia Brad S.Senior Vice President & CFO | Grant or award A | +11,014 | – | 36,931 | Form 4 |
| 2025-02-14 | Grisko Jerome PDirector, CEO & President | Grant or award A | +30,164 | – | 220,162 | Form 4 |
| 2025-02-14 | Kouzelos Michael PPresident, Employee Services | Grant or award A | +7,078 | – | 362,593 | Form 4 |
| 2025-02-14 | Spurio ChrisPresident, Financial Services | Grant or award A | +10,444 | – | 239,341 | Form 4 |
| 2025-02-12 | Grisko Jerome PDirector, CEO & President | Grant or award A | +36,884 | – | 206,542 | Form 4 |
| 2025-02-12 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −16,544 | 87.24 | 189,998 | Form 4 |
| 2025-02-12 | Grove Ware HC.F.O. | Grant or award A | +15,951 | – | 312,702 | Form 4 |
| 2025-02-12 | Grove Ware HC.F.O. | Shares withheld for tax F | −7,155 | 87.24 | 305,547 | Form 4 |
| 2025-02-12 | Kouzelos Michael PPresident, Employee Services | Grant or award A | +14,618 | – | 362,072 | Form 4 |
| 2025-02-12 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −6,557 | 87.24 | 355,515 | Form 4 |
| 2025-02-12 | Spurio ChrisPresident, Financial Services | Grant or award A | +16,160 | – | 236,146 | Form 4 |
| 2025-02-12 | Spurio ChrisPresident, Financial Services | Shares withheld for tax F | −7,249 | 87.24 | 228,897 | Form 4 |
| 2025-02-11 | Grisko Jerome PDirector, CEO & President | Option exercise M | +9,457 | – | 173,900 | Form 4 |
| 2025-02-11 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −4,242 | 88.03 | 169,658 | Form 4 |
| 2025-02-11 | Grove Ware HC.F.O. | Option exercise M | +4,090 | – | 298,586 | Form 4 |
| 2025-02-11 | Grove Ware HC.F.O. | Shares withheld for tax F | −1,835 | 88.03 | 296,751 | Form 4 |
| 2025-02-11 | Kouzelos Michael PPresident, Employee Services | Option exercise M | +3,748 | – | 349,135 | Form 4 |
| 2025-02-11 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,681 | 88.03 | 347,454 | Form 4 |
| 2025-02-11 | Spurio ChrisPresident, Financial Services | Option exercise M | +4,143 | – | 221,845 | Form 4 |
| 2025-02-11 | Spurio ChrisPresident, Financial Services | Shares withheld for tax F | −1,859 | 88.03 | 219,986 | Form 4 |
| 2025-02-09 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −3,470 | 88.00 | 164,443 | Form 4 |
| 2025-02-09 | Grove Ware HC.F.O. | Shares withheld for tax F | −1,167 | 88.00 | 294,496 | Form 4 |
| 2025-02-09 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,116 | 88.00 | 345,387 | Form 4 |
| 2025-02-09 | Spurio ChrisPresident, Financial Services | Shares withheld for tax F | −1,401 | 88.00 | 217,702 | Form 4 |
| 2025-02-08 | Grisko Jerome PDirector, CEO & President | Option exercise M | +9,453 | – | 172,153 | Form 4 |
| 2025-02-08 | Grisko Jerome PDirector, CEO & President | Shares withheld for tax F | −4,240 | 88.00 | 167,913 | Form 4 |
| 2025-02-08 | Grove Ware HC.F.O. | Option exercise M | +3,331 | – | 297,157 | Form 4 |
| 2025-02-08 | Grove Ware HC.F.O. | Shares withheld for tax F | −1,494 | 88.00 | 295,663 | Form 4 |
| 2025-02-08 | Kouzelos Michael PPresident, Employee Services | Option exercise M | +3,052 | – | 347,872 | Form 4 |
| 2025-02-08 | Kouzelos Michael PPresident, Employee Services | Shares withheld for tax F | −1,369 | 88.00 | 346,503 | Form 4 |
| 2025-02-08 | Spurio ChrisPresident, Financial Services | Option exercise M | +3,724 | – | 220,774 | Form 4 |
| 2025-02-08 | Spurio ChrisPresident, Financial Services | Shares withheld for tax F | −1,671 | 88.00 | 219,103 | Form 4 |
| 2024-12-31 | Burdick Rick LDirector | Gift G | −179,454 | – | 0 | Form 4 |
| 2024-12-31 | Burdick Rick LDirector | Gift G | +179,454 | – | 179,454 | Form 4 |
| 2024-12-11 | Burdick Rick LDirector | Gift G | −1,600 | – | 178,179 | Form 4 |
| 2024-12-05 | Grisko Jerome PDirector, CEO & President | Gift G | −177,914 | – | 387,578 | Form 4 |
| 2024-12-05 | Grisko Jerome PDirector, CEO & President | Gift G | +177,914 | – | 177,914 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.