What CBIZ, Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 3 |
| Sells | 0 | 2 |
| Total trades | 3 | 44 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 50,000 | 288,322,117 |
| Disposed | 28,167 | 94,349,718 |
| Net activity | +21,833 | +193,972,398 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Lakhia Brad S. | Senior Vice President & CFO | Sep 17 | Withheld — tax / exercise cost · F | −5,813 | $54.60 | −$317K | 141,020 |
| Sherman A Haag | Director | Aug 04 | Withheld — tax / exercise cost · F | −22,354 | $55.07 | −$1.23M | 47,771 |
| Sherman A Haag | Director | Aug 04 | Exercise / conversion · M | +50,000 | $24.62 | +$1.23M | 70,125 |
| Slotkin Todd J | Director | May 15 | Grant / award · A | +6,051 | — | — | 57,229 |
| Marabito Richard T | Director | May 15 | Grant / award · A | +6,051 | — | — | 18,887 |
| Burdick Rick L | Director | May 15 | Grant / award · A | +6,051 | — | — | 8,412 |
| Sherman A Haag | Director | May 15 | Grant / award · A | +6,051 | — | — | 20,125 |
| France Gina D | Director | May 15 | Grant / award · A | +6,051 | — | — | 76,086 |
| Young Rodney A | Director | May 15 | Grant / award · A | +6,051 | — | — | 15,361 |
| Raffa Kathy A | Director | May 15 | Grant / award · A | +6,051 | — | — | 8,412 |
| Lakhia Brad S. | Senior Vice President & CFO | Mar 17 | Withheld — tax / exercise cost · F | −1,647 | $26.49 | −$43.6K | 146,833 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | +38,595 | — | — | 62,920 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | −38,595 | — | — | 474,579 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | +5,429 | — | — | 345,675 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | −5,429 | — | — | 513,174 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | +33,166 | — | — | 340,246 |
| Grisko Jerome P | CEO & President | Mar 13 | Gift · G | −33,166 | — | — | 127,652 |
| Young Rodney A | Director | Mar 13 | Open-market buy · P | +1,000 | $26.06 | +$26.1K | 9,310 |
| Lakhia Brad S. | Senior Vice President & CFO | Mar 13 | Open-market buy · P | +12,775 | $25.97 | +$332K | 148,480 |
| Wiley Benaree Pratt | Director | Mar 10 | Open-market sale · S | −17,956 | $26.39 | −$474K | 18,000 |
Loading...
