Company / CIK 0000944148
CBIZ, Inc.
- Ticker
- CBZ
- Size, estimated from filings
- Small cap ($300M – $2B)
- Insiders on file
- 12
- Members of Congress who traded it
- 2
- Federal contracts on record
- none matched
- Lobbying filings on record
- none matched
- SEC filings
- EDGAR ↗
- Latest trade on record
- September 17, 2026
CBIZ, Inc. (CBZ) has 12 insiders on file who disclosed 47 transactions in the last 12 months (3 open-market buys, 17 sales, about $5.3M at reported prices), and 3 congressional trades in its stock are on record. No federal contract award that started in the last 180 days was found for a recipient with exactly this name; no lobbying filing names it as client this year.
CBIZ, Inc. in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
8 people account for the disclosed buying and selling in CBIZ, Inc. over the last 12 months; the most active is SHERMAN A HAAG with $1.2M.
Insiders
| Name | Role | Rows | Bought | Sold | Last filed |
|---|---|---|---|---|---|
| Lakhia Brad S. | Senior Vice President & CFO | 6 | 2 | 2 | September 21, 2026 |
| SHERMAN A HAAG | Director | 4 | 0 | 1 | August 5, 2026 |
| YOUNG RODNEY A | Director | 2 | 1 | 0 | May 19, 2026 |
| BURDICK RICK L | Director | 1 | 0 | 0 | May 19, 2026 |
| France Gina D | Director | 1 | 0 | 0 | May 19, 2026 |
| MARABITO RICHARD T | Director | 1 | 0 | 0 | May 19, 2026 |
| SLOTKIN TODD J | Director | 1 | 0 | 0 | May 19, 2026 |
| Raffa Kathy A | Director | 1 | 0 | 0 | May 19, 2026 |
| GRISKO JEROME P | CEO & President | 14 | 0 | 4 | March 17, 2026 |
| WILEY BENAREE PRATT | Director | 2 | 0 | 2 | March 11, 2026 |
| Kouzelos Michael P | President, Employee Services | 8 | 0 | 4 | March 10, 2026 |
| Mangan Michael T. | Chief Accounting Officer | 6 | 0 | 4 | March 10, 2026 |
Rows are this company's Form 4 rows for each person. "Bought" and "sold" count open-market purchases (code P) and sales only. More in insider buying and insider selling.
Members of Congress who traded CBZ
From periodic transaction reports that name the company's stock. Amounts are the sums of the ranges as filed. Every row is on the CBZ page.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| Josh Gottheimer | Representative (NJ, District 5), Democrat | 2 | 1 | 1 | $2,002–$30K | April 6, 2026 |
| Gilbert Ray Cisneros, Jr. | Representative (CA, District 31), Democrat | 1 | 0 | 1 | $1,001–$15K | June 30, 2026 |
Insider transactions
| Filer | Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lakhia Brad S. | CBZ | Sell F | September 17, 2026 | September 21, 2026 | 4d | 5,813 | $55 | $317K | Form 4 ↗ | ||
| SHERMAN A HAAG | CBZ | Option / conversion M | August 4, 2026 | August 5, 2026 | 1d | 50,000 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| SHERMAN A HAAG | CBZ | Sell F | August 4, 2026 | August 5, 2026 | 1d | 22,354 | $55 | $1.2M | 10b5-1 plan | Form 4 ↗ | |
| SHERMAN A HAAG | CBZ | Option / conversion M | August 4, 2026 | August 5, 2026 | 1d | 50,000 | $25 | $1.2M | 10b5-1 plan | Form 4 ↗ | |
| Raffa Kathy A | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| YOUNG RODNEY A | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| SLOTKIN TODD J | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| SHERMAN A HAAG | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| MARABITO RICHARD T | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| France Gina D | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| BURDICK RICK L | CBZ | Other A | May 15, 2026 | May 19, 2026 | 4d | 6,051 | — | — | Form 4 ↗ | ||
| Lakhia Brad S. | CBZ | Sell F | March 17, 2026 | March 19, 2026 | 2d | 1,647 | $26 | $44K | Form 4 ↗ | ||
| Lakhia Brad S. | CBZ | Buy P | March 13, 2026 | March 17, 2026 | 4d | 12,775 | $26 | $332K | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 38,595 | — | — | indirect | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 38,595 | — | — | indirect | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 5,429 | — | — | indirect | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 5,429 | — | — | indirect | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 33,166 | — | — | indirect | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Other G | March 13, 2026 | March 17, 2026 | 4d | 33,166 | — | — | Form 4 ↗ | ||
| YOUNG RODNEY A | CBZ | Buy P | March 13, 2026 | March 17, 2026 | 4d | 1,000 | $26 | $26K | Form 4 ↗ | ||
| WILEY BENAREE PRATT | CBZ | Sell S | March 10, 2026 | March 11, 2026 | 1d | 17,956 | $26 | $474K | indirect | Form 4 ↗ | |
| Mangan Michael T. | CBZ | Other A | March 6, 2026 | March 10, 2026 | 4d | 3,462 | — | — | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Other A | March 6, 2026 | March 10, 2026 | 4d | 21,760 | — | — | Form 4 ↗ | ||
| Lakhia Brad S. | CBZ | Other A | March 6, 2026 | March 10, 2026 | 4d | 28,025 | — | — | Form 4 ↗ | ||
| Lakhia Brad S. | CBZ | Other A | March 6, 2026 | March 10, 2026 | 4d | 65,941 | — | — | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Other A | March 6, 2026 | March 10, 2026 | 4d | 85,709 | — | — | Form 4 ↗ | ||
| Mangan Michael T. | CBZ | Sell F | February 14, 2026 | February 17, 2026 | 3d | 183 | $28 | $5,095 | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Sell F | February 14, 2026 | February 17, 2026 | 3d | 1,059 | $28 | $29K | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Sell F | February 14, 2026 | February 17, 2026 | 3d | 4,510 | $28 | $126K | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Sell F | February 11, 2026 | February 13, 2026 | 2d | 4,766 | $30 | $145K | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Other A | February 11, 2026 | February 13, 2026 | 2d | 10,623 | — | — | Form 4 ↗ | ||
| Mangan Michael T. | CBZ | Sell F | February 11, 2026 | February 13, 2026 | 2d | 928 | $30 | $28K | Form 4 ↗ | ||
| Mangan Michael T. | CBZ | Other A | February 11, 2026 | February 13, 2026 | 2d | 2,065 | — | — | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Sell F | February 11, 2026 | February 13, 2026 | 2d | 14,756 | $30 | $450K | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Other A | February 11, 2026 | February 13, 2026 | 2d | 32,899 | — | — | Form 4 ↗ | ||
| Mangan Michael T. | CBZ | Sell F | February 9, 2026 | February 11, 2026 | 2d | 204 | $34 | $6,995 | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Sell F | February 9, 2026 | February 11, 2026 | 2d | 1,116 | $34 | $38K | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Sell F | February 9, 2026 | February 11, 2026 | 2d | 3,469 | $34 | $119K | Form 4 ↗ | ||
| Mangan Michael T. | CBZ | Sell F | February 8, 2026 | February 10, 2026 | 2d | 266 | $38 | $10K | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Option / conversion M | February 8, 2026 | February 10, 2026 | 2d | 3,053 | — | — | derivative | Form 4 ↗ | |
| Kouzelos Michael P | CBZ | Sell F | February 8, 2026 | February 10, 2026 | 2d | 1,370 | $38 | $52K | Form 4 ↗ | ||
| Kouzelos Michael P | CBZ | Option / conversion M | February 8, 2026 | February 10, 2026 | 2d | 3,053 | — | — | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Option / conversion M | February 8, 2026 | February 10, 2026 | 2d | 9,454 | — | — | derivative | Form 4 ↗ | |
| GRISKO JEROME P | CBZ | Sell F | February 8, 2026 | February 10, 2026 | 2d | 4,241 | $38 | $162K | Form 4 ↗ | ||
| GRISKO JEROME P | CBZ | Option / conversion M | February 8, 2026 | February 10, 2026 | 2d | 9,454 | — | — | Form 4 ↗ | ||
| WILEY BENAREE PRATT | CBZ | Sell S | December 2, 2025 | December 4, 2025 | 2d | 8,288 | $50 | $411K | indirect | Form 4 ↗ | |
| Lakhia Brad S. | CBZ | Buy P | November 26, 2025 | December 1, 2025 | 5d | 2,060 | $49 | $100K | late | Form 4 ↗ |
Federal contracts (USAspending, awards started in the last 180 days)
No contract award starting in the last 180 days was found for a recipient named exactly "CBIZ, Inc.". Subsidiaries and differently-spelled recipients are not matched — search contracts.
Lobbying (Senate LDA, as client)
No LDA filing posted since October 2025 names "CBIZ, Inc." as the client. Filings under a subsidiary or trade-association name are not matched — search lobbying.
Related companies
Companies whose stock was traded by the same people who traded CBZ, by number of filers in common. It shows overlap in public filings and nothing else.
- CrowdStrike Holdings, Inc. CRWD 2 filers in common
- Cloudflare, Inc. NET 2 filers in common
- Uber Technologies, Inc UBER 2 filers in common
- CARVANA CO. CVNA 2 filers in common
- MICRON TECHNOLOGY INC MU 2 filers in common
- INTUIT INC. INTU 2 filers in common
- ServiceNow, Inc. NOW 2 filers in common
- ADVANCED MICRO DEVICES INC AMD 2 filers in common
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 3 | 3 | April 8, 2026 | July 2, 2026 | House Clerk search |
| SEC EDGAR, Form 4 | 32 | 47 | December 1, 2025 | September 21, 2026 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insiders and their transactions come from SEC EDGAR Form 4 filings for this issuer. Contracts and lobbying are matched by exact normalized name (suffixes like Inc./Corp. ignored) to USAspending recipients and LDA clients — a conservative match that misses subsidiaries on purpose. See methodology and corrections.
Not investment advice. Public records shown as filed; no recommendation is made or implied.