Brad S. Lakhia
CIK 1615728 · Senior Vice President & CFO · last filed 2026-03-19
Brad S. Lakhia is a Senior Vice President & CFO who has filed 14 SEC Form 4 insider transactions across 3 companies since 2015. The most recent filing shows the insider had shares withheld for taxes covering $43.6K of CBZ on Mar 19, 2026. Across all open-market trades the lifetime net is +$530.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $5.2M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$5.18M
3
14
$530.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CBZ | Senior Vice President & CFO | 146,832 | $35.26 | $5.18M | $531.7K | 6 | 2026-03-19 |
| OPENLANE, Inc. (KAR) Delisted | EVP & CFO | 14,303 | $30.88 | $441.7K | $100.0K | 3 | 2024-11-15 |
| ANDEAVOR (TSOw) Delisted | VP and Treasurer | 2,218 | — | — | -$101.5K | 5 | 2016-02-18 |
Recent Filings
14 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-19 | CBZ | Tax (F) | −1,647 | -$43.6K | EDGAR |
| 2026-03-17 | CBZ | Buy (P) | +12,775 | $331.7K | EDGAR |
| 2026-03-10 | CBZ | Grant (A) | +93,966 | $0 | EDGAR |
| 2025-12-01 | CBZ | Buy (P) | +2,060 | $99.9K | EDGAR |
| 2025-08-05 | CBZ | Buy (P) | +1,593 | $100.0K | EDGAR |
| 2025-03-19 | CBZ | Grant (A) | +36,931 | $0 | EDGAR |
| 2024-11-15 | OPENLANE, Inc. (KAR) Delisted | Buy (P) | +4,985 | $100.0K | EDGAR |
| 2024-05-06 | OPENLANE, Inc. (KAR) Delisted | Mixed | +9,318 | -$73.7K | EDGAR |
| 2023-05-09 | OPENLANE, Inc. (KAR) Delisted | Grant (A) | — | $0 | EDGAR |
| 2016-02-18 | ANDEAVOR (TSOw) Delisted | Tax (F) | −426 | -$30.0K | EDGAR |