CBIZ, Inc. (CBZ): insider trading, Congress trades & who owns it

Insider signal
59/100
Neutral · 90 days
Insider buys
$458K
2 buyers · 12 months
Insider sales
$884K
1 seller · 12 months
Funds holding
259
13F · Q2 2026
Congress trades
5
2 members · 2 years

It has been a mixed year for CBIZ, Inc. insiders: $458,000 bought by two people and $884,000 sold by one, so more selling than buying overall.

Lakhia Brad S. (CFO) made the biggest buy, worth around $332,000. That includes C-suite money, which tends to get the most attention.

CBZ also shows up in congressional disclosures: 5 reported trades from two lawmakers in two years. On the institutional side, 259 funds reported holding CBZ at the end of Q2 2026, and more funds bought than sold. Looking at the quarterly pattern: No open-market insider buying or selling in the last full quarter. Insiders bought in 4 of the last 7 full quarters.

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Latest insider trades in CBZ

FiledInsiderRoleTypeSharesPriceValueSource
Mar 17, 2026Lakhia Brad S.CFOBuy12,775$25.97$332KSEC
Mar 17, 2026YOUNG RODNEY ADirectorBuy1,000$26.06$26KSEC
Mar 11, 2026WILEY BENAREE PRATTDirectorSell17,956$26.39$474KSEC
Dec 4, 2025WILEY BENAREE PRATTDirectorSell8,288$49.54$411KSEC
Dec 1, 2025Lakhia Brad S.CFOBuy2,060$48.51$100KSEC
Aug 12, 2025YOUNG RODNEY ADirectorBuy2,000$62.43$125KSEC
Aug 5, 2025Lakhia Brad S.CFOBuy1,593$62.78$100KSEC
Mar 18, 2025GROVE WARE HOfficerSell4,029$70.16$283KSEC
Mar 10, 2025WILEY BENAREE PRATTDirectorSell6,526$71.75$468KSEC
Mar 6, 2025YOUNG RODNEY ADirectorBuy1,000$76.18$76KSEC
Dec 12, 2024GROVE WARE HOfficerSell8,143$79.11$644KSEC
Dec 11, 2024YOUNG RODNEY ADirectorBuy1,000$77.56$78KSEC
Nov 27, 2023GROVE WARE HOfficerSell6,849$57.99$397KSEC
Nov 27, 2023GROVE WARE HOfficerSell100$58.10$6KSEC
Nov 7, 2023GROVE WARE HOfficerSell3,911$55.21$216KSEC

Congress trades in CBZ Free

FiledMemberTypeAmountSource
Jul 2, 2026Gilbert Ray Cisneros, Jr. DSale$1,001 - $15,000Official filing
May 19, 2026Josh Gottheimer DPurchase$1,001 - $15,000Official filing
Apr 8, 2026Josh Gottheimer DSale$1,001 - $15,000Official filing
May 14, 2025Josh Gottheimer DSale (partial)$1,001 - $15,000Official filing
Apr 7, 2025Gilbert Ray Cisneros, Jr. DPurchase$1,001 - $15,000Official filing

Questions about CBZ

Are insiders buying or selling CBZ stock?

In the last 12 months CBIZ, Inc. insiders made open-market purchases worth about $458,000 and sales worth about $884,000. Data comes from SEC Form 4 filings, updated every 30 minutes on CapitalSnitch.

When was the last insider trade in CBZ?

The most recent open-market insider trade in CBZ was filed on 2026-03-17.

How many institutions own CBZ?

259 investment managers reported holding CBZ in SEC Form 13F filings for Q2 2026.

Has any member of Congress traded CBZ?

Yes. Members of Congress reported 5 trades in CBZ over the past two years. The full list is free on CapitalSnitch.

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Public-record data for research and education, not investment advice. Insider sales are often pre-planned (10b5-1). Congress data: Data derived from public disclosures filed under the Ethics in Government Act and the STOCK Act, republished free for public transparency and news reporting. Disclosures may lag the trade by 45 days or more and show amounts only as ranges. This data may not be used for credit rating, loan underwriting, solicitation of money (political, charitable or other), direct-mail or commercial targeting (5 U.S.C. 13107).