CBZ insider buying and SEC filings, explained
CBIZ, Inc. · CIK 944148
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- NYSE
- Industry (SIC)
- Services-Business Services, NEC
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- CENTURY BUSINESS SERVICES INC; INTERNATIONAL ALLIANCE SERVICES INC; REPUBLIC ENVIRONMENTAL SYSTEMS INC
Insider activity in the last 12 months
Bought
$458K
Insiders who bought
2
Sold (not marked 10b5-1)
$884K
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Mar 13, 2026 | Purchase (code P) | Brad S. Lakhia (CFO) bought 12,775 shares at $25.97 ($332K), reported as a purchase (code P). Holdings up 9% to 148,480 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 17, 2026 |
| Mar 13, 2026 | Purchase (code P) | Rodney A. Young (Director) bought 1,000 shares at $26.06 ($26K), reported as a purchase (code P). Holdings up 12% to 9,310 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 17, 2026 |
| Mar 10, 2026 | Sale | Benaree Pratt Wiley (Director) sold 17,956 shares indirectly (by trust) at about $26.39 ($474K). Holdings by trust down 50% to 18,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 11, 2026 |
| Dec 2, 2025 | Sale | Benaree Pratt Wiley (Director) sold 8,288 shares indirectly (by trust) at about $49.54 ($411K). Holdings by trust down 19% to 35,956 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 4, 2025 |
| Nov 26, 2025 | Purchase (code P) | Brad S. Lakhia (CFO) bought 2,060 shares at $48.51 ($100K), reported as a purchase (code P). Holdings up 5% to 40,584 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 1, 2025 |
39 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
2 insiders bought in 30 days
$358K in purchases since Mar 13, 2026 · Purchases traded Mar 13, 2026 to Mar 13, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Rodney A. Young (Director) | $26K | Mar 13, 2026 | SEC filing |
| Brad S. Lakhia (CFO) | $332K | Mar 13, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Nov 2, 2026, 9:21 AM ET 8-K | Agreement terminated (Item 1.02) Acquisition or disposal completed (Item 2.01) Delisting or listing-rule notice (Item 3.01) Change to shareholder rights (Item 3.03) Change in control (Item 5.01) Executive or director change (Item 5.02) Bylaws or fiscal-year change (Item 5.03) Other event (Item 8.01) | SEC filing | |
| Oct 27, 2026, 5:20 PM ET 8-K | Shareholder vote results (Item 5.07) Reg FD disclosure (Item 7.01) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
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