CBZ · Insider Trading
CBIZ, Inc.
Every open-market purchase and sale reported by CBZ officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-27 | Jerome P Grisko | CEO & President | G | −91,400 | — |
| 2026-09-21 | Brad S. Lakhia | Senior Vice President & CFO | F | −5,813 | −$317.39K |
| 2026-08-05 | A Haag Sherman | Director | MIXED | +27,646 | −$35 |
| 2026-05-19 | A Haag Sherman | Director | A | +6,051 | — |
| 2026-05-19 | Richard T Marabito | Director | A | +6,051 | — |
| 2026-05-19 | Rodney A Young | Director | A | +6,051 | — |
| 2026-05-19 | Kathy A Raffa | Director | A | +6,051 | — |
| 2026-05-19 | Rick L Burdick | Director | A | +6,051 | — |
| 2026-05-19 | Gina D France | Director | A | +6,051 | — |
| 2026-05-19 | Todd J Slotkin | Director | A | +6,051 | — |
| 2026-03-19 | Brad S. Lakhia | Senior Vice President & CFO | F | −1,647 | −$43.63K |
| 2026-03-17 | Rodney A Young | Director | Buy | +1,000 | +$26.05K |
| 2026-03-17 | Brad S. Lakhia | Senior Vice President & CFO | Buy | +12,775 | +$331.72K |
| 2026-03-17 | Jerome P Grisko | CEO & President | G | — | — |
| 2026-03-11 | Benaree Pratt Wiley | Director | Sell | −17,956 | −$473.91K |
| 2026-03-10 | Michael P Kouzelos | President, Employee Services | A | +21,760 | — |
| 2026-03-10 | Michael T. Mangan | Chief Accounting Officer | A | +3,462 | — |
| 2026-03-10 | Brad S. Lakhia | Senior Vice President & CFO | A | +93,966 | — |
| 2026-03-10 | Jerome P Grisko | CEO & President | A | +85,709 | — |
| 2026-02-17 | Michael T. Mangan | Chief Accounting Officer | F | −183 | −$5.09K |
| 2026-02-17 | Michael P Kouzelos | President, Employee Services | F | −1,059 | −$29.48K |
| 2026-02-17 | Jerome P Grisko | CEO & President | F | −4,510 | −$125.56K |
| 2026-02-13 | Michael P Kouzelos | President, Employee Services | MIXED | +5,857 | −$145.22K |
| 2026-02-13 | Michael T. Mangan | Chief Accounting Officer | MIXED | +1,137 | −$28.28K |
| 2026-02-13 | Jerome P Grisko | CEO & President | MIXED | +18,143 | −$449.62K |
| 2026-02-11 | Michael T. Mangan | Chief Accounting Officer | F | −204 | −$7.00K |
| 2026-02-11 | Michael P Kouzelos | President, Employee Services | F | −1,116 | −$38.27K |
| 2026-02-11 | Jerome P Grisko | CEO & President | F | −3,469 | −$118.95K |
| 2026-02-10 | Michael P Kouzelos | President, Employee Services | MIXED | +1,683 | −$52.43K |
| 2026-02-10 | Michael T. Mangan | Chief Accounting Officer | F | −266 | −$10.18K |
| 2026-02-10 | Jerome P Grisko | CEO & President | MIXED | +5,213 | −$162.30K |
| 2025-12-04 | Benaree Pratt Wiley | Director | Sell | −8,288 | −$410.61K |
| 2025-12-01 | Brad S. Lakhia | Senior Vice President & CFO | Buy | +2,060 | +$99.93K |
| 2025-08-12 | Rodney A Young | Director | Buy | +2,000 | +$124.86K |
| 2025-08-05 | Brad S. Lakhia | Senior Vice President & CFO | Buy | +1,593 | +$100.01K |
| 2025-05-20 | Kathy A Raffa | Director | A | +2,361 | — |
| 2025-05-20 | Todd J Slotkin | Director | A | +2,361 | — |
| 2025-05-20 | Gina D France | Director | A | +2,361 | — |
| 2025-05-20 | Rodney A Young | Director | A | +2,361 | — |
| 2025-05-20 | Benaree Pratt Wiley | Director | A | +2,361 | — |
| 2025-05-20 | Rick L Burdick | Director | A | +2,361 | — |
| 2025-05-20 | Richard T Marabito | Director | A | +2,361 | — |
| 2025-05-20 | A Haag Sherman | Director | A | +2,361 | — |
| 2025-03-31 | Michael H DeGroote | Director | Sell | −8,362 | −$290.33K |
| 2025-03-28 | Jerome P Grisko | CEO & President | G | — | — |
| 2025-03-19 | Brad S. Lakhia | Senior Vice President & CFO | A | +36,931 | — |
| 2025-03-18 | Ware H Grove | C.F.O. | Sell | −4,029 | −$282.68K |
| 2025-03-10 | Benaree Pratt Wiley | Director | Sell | −6,526 | −$468.21K |
| 2025-03-06 | Rodney A Young | Director | Buy | +1,000 | +$76.18K |
| 2025-02-18 | Chris Spurio | President, Financial Services | A | +10,444 | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Michael P Kouzelos | President, Employee Services | 389,718 | $21.43M |
| Ware H Grove | C.F.O. | 301,518 | $16.58M |
| Chris Spurio | President, Financial Services | 239,340 | $13.16M |
| Michael H DeGroote | Director | 236,592 | $13.01M |
| Jerome P Grisko | CEO & President | 190,572 | $10.48M |
| Rick L Burdick | Director | 187,866 | $10.33M |
| Brad S. Lakhia | Senior Vice President & CFO | 141,019 | $7.75M |
| Gina D France | Director | 76,086 | $4.18M |
| A Haag Sherman | Director | 70,125 | $3.86M |
| Todd J Slotkin | Director | 57,229 | $3.15M |
| Benaree Pratt Wiley | Director | 21,336 | $1.17M |
| Richard T Marabito | Director | 18,887 | $1.04M |
| Rodney A Young | Director | 15,361 | $844.55K |
| Kathy A Raffa | Director | 8,412 | $462.49K |
| Michael T. Mangan | Chief Accounting Officer | 7,633 | $419.68K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the CBZ quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.