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 $8.1M 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.

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Disclosed Exposure

$8.09M

Companies

3

Total Filings

14

Lifetime Open-Market Net

$530.2K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CBZ Senior Vice President & CFO 146,832 $55.08 $8.09M $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 (TSO) Delisted VP and Treasurer 2,218 -$101.5K 5 2016-02-18

Recent Filings

14 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
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 (TSO) Delisted Tax (F) −426 -$30.0K EDGAR
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.