CBIZ, Inc. (CBZ) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-03-19

Key Insights

Brad S. Lakhia, the Senior Vice President and CFO of CBIZ, Inc., has reported a transaction where he disposed of 1,647 shares of the company's common stock through a share withholding for tax purposes.
This transaction is part of a previously reported restricted stock unit grant from March 17, 2025, suggesting continued equity-based compensation for the executive.
Following the reported transaction, Lakhia continues to hold a substantial direct ownership stake of 146,832.9545 shares in CBIZ, Inc.

Want the newest filings?

This analysis covers the filing from 2026-03-19. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Download on the App Store Open in app →

Earlier Insider Trading filings

Filed: 2026-03-17

Senior Vice President & CFO Brad S. Lakhia has acquired 12,775 shares of CBIZ, Inc. (CBZ) common stock, increasing his direct beneficial ownership to 148,479.9545 shares.
Lakhia's purchase was executed at an average price of $25.9663 per share, which suggests he believes the stock is undervalued and has confidence in the company's future performance.
Insider buying, especially by a C-suite executive, can be a positive signal to investors and may indicate management's belief in the company's growth prospects.

Filed: 2026-03-17

Jerome P. Grisko, Jr., the CEO and President of CBIZ, Inc. (CBZ), has engaged in a series of securities transactions for estate planning purposes.
Grisko has transferred a significant number of CBIZ shares, both directly and indirectly through various trusts and family vehicles, suggesting a focus on managing his personal portfolio and wealth.
The transactions do not appear to indicate any major changes in Grisko's ownership or control of CBIZ, but rather a reorganization of his beneficial holdings for estate planning purposes.

Filed: 2026-03-17

Rodney A. Young, a director of CBIZ, Inc., purchased 1,000 shares of the company's common stock on March 13, 2026 at a price of $26.055 per share, indicating his confidence in the company's prospects.
This insider buying activity increases Young's direct beneficial ownership in CBIZ to 9,310 shares, representing a positive signal for investors.
The timing and amount of the insider purchase suggest that Young believes the stock is currently undervalued and presents an attractive investment opportunity.

Filed: 2026-03-11

Benaree Pratt Wiley, a director of CBIZ, Inc. (CBZ), sold 17,956 shares of common stock on March 10, 2026 at an average price of $26.393 per share.
Pratt Wiley still holds 21,336 shares of CBIZ common stock, with 18,000 shares held indirectly through a trust.
The insider selling transaction represents a significant reduction in Pratt Wiley's beneficial ownership in CBIZ, from approximately 3.9% to 3.7% of the company's outstanding shares.

Filed: 2026-03-10

Michael T. Mangan, the Chief Accounting Officer of CBIZ, Inc. (CBZ), was granted 3,462 restricted stock units on March 6, 2026, vesting in three equal annual installments.
This award aligns Mangan's interests with those of CBIZ shareholders and incentivizes him to drive long-term value creation.
The Form 4 filing indicates Mangan's ownership of CBIZ common stock increased to 7,633.4082 shares, reflecting his commitment to the company.

Filed: 2026-03-10

The reporting person, Michael P. Kouzelos, was granted 21,760 restricted stock units (RSUs) on March 6, 2026, which will vest in three equal annual installments starting from the first anniversary of the grant date.
The reporting person's direct beneficial ownership of CBIZ, Inc. (CBZ) common stock increased to 389,718 shares following the RSU grant.
This RSU grant suggests the company's commitment to incentivize and retain its key executive, the President of Employee Services, through equity-based compensation.

Filed: 2026-03-10

The reporting person, Brad S. Lakhia, was granted a total of 93,966 restricted stock units (RSUs) on March 6, 2026, vesting over one to two years, indicating the company's long-term incentive plan for its senior leadership.
The significant RSU grants suggest the company is committed to retaining and incentivizing its Chief Financial Officer, aligning his interests with those of shareholders.
The vesting schedule of the RSUs, with the majority vesting after two years, reflects the company's focus on long-term performance and shareholder value creation.

Filed: 2026-03-10

The CEO and President, Jerome P. Grisko, has been granted 85,709 restricted stock units that vest over three years, indicating a long-term commitment to the company.
Grisko also holds significant indirect beneficial ownership in CBIZ, Inc. through various trusts and family holdings, suggesting a strong alignment of interests with shareholders.
The filing does not indicate any insider selling, which could be a positive sign that the CEO and other insiders have confidence in the company's future performance.

Filed: 2026-02-17

The reporting person, Michael T. Mangan, the Chief Accounting Officer of CBIZ, Inc., disposed of 183 shares of the company's common stock through a share withholding transaction for tax purposes.
The transaction occurred on February 14, 2026, and the reporting person's direct beneficial ownership in the company's common stock decreased to 4,171.4082 shares.
This transaction appears to be a routine occurrence related to the vesting of previously reported restricted stock units, and it does not indicate any significant changes in the reporting person's ownership or the company's leadership.

Filed: 2026-02-17

The reporting person, Michael P. Kouzelos, President of Employee Services at CBIZ, Inc. (CBZ), has disposed of 1,059 shares of common stock by having them withheld for taxes upon the vesting of previously reported restricted stock units.
The transaction took place on February 14, 2026, and Kouzelos now beneficially owns 367,958 shares of CBIZ, Inc. common stock.
Insider transactions, such as this share disposition, can provide insights into management's views on the company's outlook and performance.

Filed: 2026-02-17

The reporting person, Jerome P. Grisko, Jr., is the CEO and President of CBIZ, Inc. and owns a significant portion of the company's shares either directly or indirectly through various trusts and accounts.
Grisko disposed of 4,510 shares of CBIZ, Inc. common stock on February 14, 2026, likely to cover tax withholding obligations associated with the vesting of previously granted restricted stock units.
Grisko's overall beneficial ownership in CBIZ, Inc. remains substantial, with a total of 518,603 shares held directly and indirectly, suggesting he maintains a strong alignment with the company's long-term success.

Filed: 2026-02-13

Michael P. Kouzelos, the President of Employee Services at CBIZ, Inc., acquired 10,623 shares of the company's common stock through the vesting of performance-based share unit awards.
Kouzelos also disposed of 4,766 shares to cover tax obligations related to the vesting, suggesting he intends to hold a significant portion of the acquired shares.
The transaction represents a direct ownership increase of approximately 3% in Kouzelos' beneficial ownership, indicating his confidence in the company's long-term prospects.

Filed: 2026-02-13

Michael T. Mangan, the Chief Accounting Officer, acquired 2,065 shares of CBIZ, Inc. (CBZ) on February 11, 2026, indicating his confidence in the company's future performance.
Mangan also disposed of 928 shares to cover tax obligations related to the vesting of his performance-based share unit awards, suggesting he is holding on to a significant portion of his shares.
The timing and amount of this insider transaction may signal positive sentiment about CBIZ's prospects, as the Chief Accounting Officer is directly involved in the company's financial reporting and operations.

Filed: 2026-02-13

The CEO and President of CBIZ, Inc. (CBZ) acquired a significant number of shares through the vesting of performance-based awards, indicating their confidence in the company's future prospects.
The CEO also disposed of a portion of their shares to cover tax obligations, which is a common practice for such equity awards.
The CEO has a substantial direct and indirect ownership in CBIZ, with over 500,000 shares beneficially owned, suggesting their alignment with shareholder interests.

Other reports for CBIZ, Inc.

Quarterly Report Current Report Annual Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.