The most recent Cbiz (CBZ) insider transaction: Brad S. Lakhia (Senior Vice President Cfo) had 5,813 shares withheld to cover tax worth about $317.39K on Sep 17, 2026, reported on Form 4 on Sep 21, 2026. So far in the quarter ending Dec 31, 2026, insider holdings showed no net buying or selling.
In the last 12 months, insiders at Cbiz made open-market purchases of $457,705 (15.84K shares) and open-market sales of $884,525 (26.24K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jerome P Grisko | Ceo President | 127,652 | 883,174 | 1,010,826 | 39.6% | 17 Mar, 2026 |
| 2 | Michael P Kouzelos | President, Employee Services | 389,718 | 0 | 389,718 | 15.3% | 10 Mar, 2026 |
| 3 | Ware H Grove | C.F.O. | 301,518 | 0 | 301,518 | 11.8% | 18 Mar, 2025 |
| 4 | Chris Spurio | President, Financial Services | 239,341 | 0 | 239,341 | 9.4% | 18 Feb, 2025 |
| 5 | Brad S. Lakhia | Senior Vice President Cfo | 141,020 | 0 | 141,020 | 5.5% | 21 Sep, 2026 |
| 6 | Michael H Degroote | Director | 132,954 | 0 | 132,954 | 5.2% | 14 May, 2024 |
| 7 | Gina D France | Director | 76,086 | 0 | 76,086 | 3.0% | 19 May, 2026 |
| 8 | Sherrill W Hudson | Director | 63,983 | 0 | 63,983 | 2.5% | 31 Oct, 2022 |
| 9 | Todd J Slotkin | Director | 57,229 | 0 | 57,229 | 2.2% | 19 May, 2026 |
| 10 | A Haag Sherman | Director | 47,771 | 0 | 47,771 | 1.9% | 05 Aug, 2026 |
| 11 | Richard T Marabito | Director | 18,887 | 0 | 18,887 | 0.7% | 19 May, 2026 |
| 12 | Benaree Pratt Wiley | Director | 0 | 18,000 | 18,000 | 0.7% | 11 Mar, 2026 |
| 13 | Joseph S Dimartino | Director | 15,999 | 0 | 15,999 | 0.6% | 07 Jun, 2023 |
| 14 | Rodney A Young | Director | 15,361 | 0 | 15,361 | 0.6% | 19 May, 2026 |
| 15 | Rick L Burdick | Director | 8,412 | 0 | 8,412 | 0.3% | 19 May, 2026 |
| 16 | Kathy A Raffa | Director | 8,412 | 0 | 8,412 | 0.3% | 19 May, 2026 |
| 17 | Michael T. Mangan | Chief Accounting Officer | 7,633 | 0 | 7,633 | 0.3% | 10 Mar, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 17 Sep, 2026 | Brad S. Lakhia | Senior Vice President Cfo | Disposed F | 5,813 | $54.60 | $317.39K | 141,020 | Direct |
| 04 Aug, 2026 | A Haag Sherman | Director | Acquired M | 50,000 | $24.62 | $1.23Mn | 70,125 | Direct |
| 04 Aug, 2026 | A Haag Sherman | Director | Disposed F | 22,354 | $55.07 | $1.23Mn | 47,771 | Direct |
| 04 Aug, 2026 | A Haag Sherman | Director | Disposed M | 50,000 | $0.00 | $0 | 0 | Direct |
| 15 May, 2026 | Kathy A Raffa | Director | Acquired A | 6,051 | $0.00 | $0 | 8,412 | Direct |
| 15 May, 2026 | Rick L Burdick | Director | Acquired A | 6,051 | $0.00 | $0 | 8,412 | Direct |
| 15 May, 2026 | Gina D France | Director | Acquired A | 6,051 | $0.00 | $0 | 76,086 | Direct |
| 15 May, 2026 | Richard T Marabito | Director | Acquired A | 6,051 | $0.00 | $0 | 18,887 | Direct |
| 15 May, 2026 | Todd J Slotkin | Director | Acquired A | 6,051 | $0.00 | $0 | 57,229 | Direct |
| 15 May, 2026 | A Haag Sherman | Director | Acquired A | 6,051 | $0.00 | $0 | 20,125 | Direct |
| 15 May, 2026 | Rodney A Young | Director | Acquired A | 6,051 | $0.00 | $0 | 15,361 | Direct |
| 17 Mar, 2026 | Brad S. Lakhia | Senior Vice President Cfo | Disposed F | 1,647 | $26.49 | $43.63K | 146,833 | Direct |
| 13 Mar, 2026 | Brad S. Lakhia | Senior Vice President Cfo | Acquired P | 12,775 | $25.97 | $331.72K | 148,480 | Direct |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Disposed G | 33,166 | $0.00 | $0 | 127,652 | Direct |
| 13 Mar, 2026 | Rodney A Young | Director | Acquired P | 1,000 | $26.06 | $26.06K | 9,310 | Direct |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Acquired G | 33,166 | $0.00 | $0 | 340,246 | Indirect |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Disposed G | 5,429 | $0.00 | $0 | 513,174 | Indirect |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Acquired G | 5,429 | $0.00 | $0 | 345,675 | Indirect |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Disposed G | 38,595 | $0.00 | $0 | 474,579 | Indirect |
| 13 Mar, 2026 | Jerome P Grisko | Ceo President | Acquired G | 38,595 | $0.00 | $0 | 62,920 | Indirect |