CBIZ, Inc. (CBZ)
$54.53-$0.16 (-0.29%) Today
Rodney A. Young - Director
A. Haag Sherman - DirectorA. Haag Sherman - DirectorA. Haag Sherman - Director
Kathy A. Raffa - DirectorCBIZ Inc through its subsidiaries provides professional services advisors to middle-market businesses and organizations nationwide. Its business units have been aggregated into three practice groups: Financial Services, Benefits and Insurance Services, and National Practices. The company provides its services to various industries such as Banking & Financial Services, Commercial Real Estate, Construction, Health Care Manufacturing & Distribution NFP & Education, Private Client Services, Professional Services, Public Sector, and Technology & Life Sciences. It derives the maximum of its revenues from the Financial Services segment and geographically from the United States.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Option exercise | 2 | 100,000 | |
| Tax withholding / forfeiture | 1 | 22,354 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
44 Form 4 filings on record, the earliest from Dec 9, 2024, newest first. Filing history page 1 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| A. Haag Sherman - Director | Option exercise | Common Stock | 50,000 | $24.62 | $1.23M | |
| A. Haag Sherman - Director | Tax withholding / forfeiture | Common Stock | 22,354 | $55.07 | $1.23M | |
| A. Haag Sherman - Director | Option exercise | Stock Option | 50,000 | $0.00 | - | |
| Kathy A. Raffa - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Rodney A. Young - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Todd J. Slotkin - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| A. Haag Sherman - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Richard T. Marabito - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Gina D. France - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Rick L. Burdick - Director | Grant or award | Common Stock | 6,051 | $0.00 | - | |
| Brad S. Lakhia - Officer | Tax withholding / forfeiture | Common Stock | 1,647 | $26.49 | $44K | |
| Brad S. Lakhia - Officer | Open-market purchase | Common Stock | 12,775 | $25.97 | $332K | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 33,166 | $0.00 | - | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 33,166 | $0.00 | - | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 5,429 | $0.00 | - | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 5,429 | $0.00 | - | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 38,595 | $0.00 | - | |
| Jerome P. Grisko - Officer | Gift | Common Stock | 38,595 | $0.00 | - | |
| Rodney A. Young - Director | Open-market purchase | Common Stock | 1,000 | $26.06 | $26K | |
| Benaree Pratt Wiley - Director | Open-market sale | Common Stock | 17,956 | $26.39 | $474K | |
| Michael T. Mangan - Officer | Grant or award | Common Stock | 3,462 | $0.00 | - | |
| Michael P. Kouzelos - Officer | Grant or award | Common Stock | 21,760 | $0.00 | - | |
| Brad S. Lakhia - Officer | Grant or award | Common Stock | 28,025 | $0.00 | - | |
| Brad S. Lakhia - Officer | Grant or award | Common Stock | 65,941 | $0.00 | - | |
| Jerome P. Grisko - Officer | Grant or award | Common Stock | 85,709 | $0.00 | - | |
| Michael T. Mangan - Officer | Tax withholding / forfeiture | Common Stock | 183 | $27.84 | $5K | |
| Michael P. Kouzelos - Officer | Tax withholding / forfeiture | Common Stock | 1,059 | $27.84 | $29K | |
| Jerome P. Grisko - Officer | Tax withholding / forfeiture | Common Stock | 4,510 | $27.84 | $126K | |
| Michael P. Kouzelos - Officer | Grant or award | Common Stock | 10,623 | $0.00 | - | |
| Michael P. Kouzelos - Officer | Tax withholding / forfeiture | Common Stock | 4,766 | $30.47 | $145K | |
| Michael T. Mangan - Officer | Grant or award | Common Stock | 2,065 | $0.00 | - | |
| Michael T. Mangan - Officer | Tax withholding / forfeiture | Common Stock | 928 | $30.47 | $28K | |
| Jerome P. Grisko - Officer | Grant or award | Common Stock | 32,899 | $0.00 | - | |
| Jerome P. Grisko - Officer | Tax withholding / forfeiture | Common Stock | 14,756 | $30.47 | $450K | |
| Michael T. Mangan - Officer | Tax withholding / forfeiture | Common Stock | 204 | $34.29 | $7K | |
| Michael P. Kouzelos - Officer | Tax withholding / forfeiture | Common Stock | 1,116 | $34.29 | $38K | |
| Jerome P. Grisko - Officer | Tax withholding / forfeiture | Common Stock | 3,469 | $34.29 | $119K | |
| Michael T. Mangan - Officer | Tax withholding / forfeiture | Common Stock | 266 | $38.27 | $10K | |
| Michael P. Kouzelos - Officer | Tax withholding / forfeiture | Common Stock | 1,370 | $38.27 | $52K | |
| Michael P. Kouzelos - Officer | Option exercise | Common Stock | 3,053 | - | - | |
| Michael P. Kouzelos - Officer | Option exercise | Restricted Stock Units | 3,053 | - | - | |
| Jerome P. Grisko - Officer | Tax withholding / forfeiture | Common Stock | 4,241 | $38.27 | $162K | |
| Jerome P. Grisko - Officer | Option exercise | Common Stock | 9,454 | - | - | |
| Jerome P. Grisko - Officer | Option exercise | Restricted Stock Units | 9,454 | - | - | |
| Benaree Pratt Wiley - Director | Open-market sale | Common Stock | 8,288 | $49.54 | $411K |
CBIZ, Inc. (CBZ) had 1 insider filing in the last 90 days, with the most recent on 2026-08-05. The full record for CBZ runs to 44 Form 4 filings, the earliest from 2024-12-09. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of CBZ were filed in the last 90 days. 6 purchases are on record for this company.
No insider sales of CBZ were filed in the last 90 days. 3 sales are on record for this company.
This page tracks CBZ Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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