SEC Form 4
CBIZ, Inc. (CBZ) insider trading
In the 12 months to Nov 3, 2026, one CBZ insider reported open-market sales of $884.5K across 2 filings; 2 insiders bought $126.0K.
Latest filing · Last 12 months · Source: SEC EDGAR · How we count
- Open-market sales
- $884.5K
- 2 filings · 1 insider
- Open-market purchases
- $126.0K
- 2 filings
Who traded CBZ, and when
- Purchase
- Sale
CBZ daily close from Nov 3, 2025 to Oct 30, 2026, between $25.14 and $55.50, last $54.98. 2 sale and 2 purchase filings by 3 insiders, marked at their filing dates. Benaree Pratt Wiley, Director: sold $884.5K across 2 filings, first filed Dec 4, 2025, last Mar 11, 2026. Brad S. Lakhia, Senior Vice President & CFO: bought $99.9K across 1 filing, first filed Dec 1, 2025, last Dec 1, 2025. Rodney A. Young, Director: bought $26.1K across 1 filing, first filed Mar 17, 2026, last Mar 17, 2026.
Largest mark · tap a row for others
Benaree Pratt Wiley · Director
Sale $473,913
17,956 shares at $26.39 avg
Filed Mar 11, 2026 · traded Mar 10
Close on filing date $26.50
Benaree Pratt Wiley · Director
Director
$884.5K soldBrad S. Lakhia · Senior Vice President & CFO
Senior Vice President & CFO
$99.9K boughtRodney A. Young · Director
Director
$26.1K boughtOpen-market trades
4 filings in the last 12 months| Insider | Role | Sold | Bought | Filings | Pre-arranged (10b5-1) | Last filed |
|---|---|---|---|---|---|---|
| Benaree Pratt Wiley | Director | $884.5K | — | 2 | — | |
| Brad S. Lakhia | Senior Vice President & CFO | — | $99.9K | 1 | — | |
| Rodney A. Young | Director | — | $26.1K | 1 | — |
| Filed | Insider | Type | Shares | Avg price | Value | Held after | Source |
|---|---|---|---|---|---|---|---|
traded | Rodney A. Young Director | Purchase | 1,000 | $26.06 | $26.1K | 9,310 | |
traded | Benaree Pratt Wiley Director | Sale | 17,956 | $26.39 | $473.9K | 18,000 | |
traded | Benaree Pratt Wiley Director | Sale | 8,288 | $49.54 | $410.6K | 35,956 | |
traded | Brad S. Lakhia Senior Vice President & CFO | Purchase | 2,060 | $48.51 | $99.9K | 40,584 |
GET /stocks/filings/vX/form-4?tickers=CBZ&filing_date.gte=2025-11-03&sort=filing_date.desc&limit=500{
"status": "OK",
"results": [
{
"tickers": [
"CBIZ",
"CBZ"
],
"issuer_cik": "0000944148",
"owner_cik": "0001195915",
"accession_number": "0000944148-26-000057",
"form_type": "4",
"filing_date": "2026-03-17",
"period_of_report": "2026-03-13",
"issuer_name": "CBIZ, Inc.",
"issuer_trading_symbol": "CBZ",
"owner_name": "YOUNG RODNEY A",
"is_director": true,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-03-13",
"transaction_code": "P",
"equity_swap_involved": false,
"transaction_shares": 1000,
"transaction_price_per_share": 26.055,
"transaction_acquired_disposed": "A",
"shares_owned_following_transaction": 9310,
"transaction_value": 26055,
"direct_or_indirect": "D"
},
{
"tickers": [
"CBIZ",
"CBZ"
],
"issuer_cik": "0000944148",
"owner_cik": "0001180622",
"accession_number": "0000944148-26-000055",
"form_type": "4",
"filing_date": "2026-03-11",
"period_of_report": "2026-03-10",
"issuer_name": "CBIZ, Inc.",
"issuer_trading_symbol": "CBZ",
"owner_name": "WILEY BENAREE PRATT",
"is_director": true,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-03-10",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 17956,
"transaction_price_per_share": 26.393,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 18000,
"transaction_value": 473912.708,
"direct_or_indirect": "I",
"nature_of_ownership": "By trust",
"footnotes": [
{
"id": "F1",
"description": "Weighted average sale price of price range between $25.91 and $26.70. The reporting person will provide, upon request, full information regarding the number of shares sold at each separate price."
}
]
}
]
}
// trimmed to 2 resultsThe response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.
Other insider activity (not market trades) · 41 records
- Option exercises3 records
- Tax withholding15 records
- Grants and awards15 records
- Gifts7 records
- Employee stock purchase plan1 record
Reported on Form 4 but not purchases or sales in the market, so not counted in the totals above.
How to read this page
- Open-market purchase or sale
- A buy or sell of the company's stock at market price. Grants, option exercises, shares withheld for tax, gifts and employee stock plan purchases are listed separately and not counted.
- Filing date
- Insiders have two business days to report a trade. Totals and the chart use the filing date, when the trade became public.
Frequently asked questions
Has CBIZ, Inc.'s CEO sold stock?
No. Jerome P. Grisko (CEO) made no open-market sales filed as CEO in the last 12 months.
How current is CBZ’s insider data?
These are CBZ Form 4 filings from the last year, refreshed daily. The Massive Form 4 API has the full, continuously updated record.
What counts as an open-market buy or sell?
Only purchases and sales at the market price. Option exercises, grants, gifts, and shares withheld for taxes are reported on Form 4 but are left out of the buy and sell totals.
Build with AI
Track CBZ insider trades with your agent
This page joins two Massive endpoints: Form 4 filings and daily prices. Ask an agent to watch for new filings:
Using the Massive API (massive.com/docs/llms.txt), check Form 4 filings for CBZ every day with transaction_code=P and tell me when an insider files an open-market purchase, with their role, shares, price and the filing link.
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