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buyModerate cluster of 2

Brad S. Lakhia bought $100k of CBZ

Senior Vice President & CFO at CBIZ, Inc.. 1,593 shares at an average of $62.78, traded Aug 4, 2025, filed Aug 5, 2025.

Conviction score
54
Value
$100k
1,593 shares
Holdings after
38,524
+4% from before
From 52-week low
+4%
low $61.12, close $63.26
From 52-week high
-29%
high $88.65, as of Aug 4, 2025

Score components

  • Role
    CFO
    +22
  • Trade size
    $100k at market
    +10
  • Relative to holdings
    Holdings up 4.3%
    0
  • Price context
    4% above the 52-week low; 29% below the 52-week high
    +14
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -4.3%, 3m -12.2%, 6m -41.0%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

CBZOct 9, 2026 · close 54.82
Since filing Aug 5, 2025: -12.5%SPY +25.6% · excess -38.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001127602-25-020081, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 4, 2025POpen-market purchase
Common Stock
+1,593$62.78$100k38,524Aug 5, 2025

Related signals

Other insiders at CBIZ, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
49Moderate
CBZbuy 2
CBIZ, Inc.
Rodney A Young
director
$26k
1,000 shares
+12%
66Notable
CBZbuy 2
CBIZ, Inc.
Brad S. Lakhia
Senior Vice President & CFO
$332k
12,775 shares
+9%
42Moderate
CBZsell
CBIZ, Inc.
Benaree Pratt Wiley
director
$474k
17,956 shares
-50%
36Weak
CBZsell
CBIZ, Inc.
Benaree Pratt Wiley
director
$411k
8,288 shares
-19%
53Moderate
CBZbuy
CBIZ, Inc.
Brad S. Lakhia
Senior Vice President & CFO
$100k
2,060 shares
+5%
53Moderate
CBZbuy 2
CBIZ, Inc.
Rodney A Young
director
$125k
2,000 shares
+32%
29Weak
CBZsell
CBIZ, Inc.
Michael H DeGroote
director
$290k
8,362 shares
-6%
37Weak
CBZsell 2
CBIZ, Inc.
Ware H Grove
C.F.O.
$283k
4,029 shares
-1%
45Moderate
CBZsell 2
CBIZ, Inc.
Benaree Pratt Wiley
director
$468k
6,526 shares
-14%
34Weak
CBZbuy
CBIZ, Inc.
Rodney A Young
director
$76k
1,000 shares
+34%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Brad S. Lakhia bought $100k of CBZ | InsiderTell