Quick Takeaways
- CBZ - CBIZ, Inc. has 18 insiders with reported activity on this page.
- Net insider value flow over the last year: -$201,946.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 18 Insiders of CBIZ, Inc.
- Symbol
- CBZ on NYSE
- Location
- Independence, OH
What Changed
- Buy value: $682,579; sell value: $884,525.
- Net share flow: -6,816.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$201,946.
Buys
$682,579
Shares: 19,428
Insiders: 2
Sells
$884,525
Shares: 26,244
Insiders: 1
Net
-$201,946
Shares: -6,816
Insiders: 1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 13,775 | 17,956 | $357,774 | $473,913 | -$116,138 |
| 3-6 | 2,060 | 8,288 | $99,931 | $410,612 | -$310,682 |
| 6-9 | 3,593 | 0 | $224,874 | $0 | +$224,874 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
CBIZ, Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jerome P. Grisko Jr. | CEO & President, Director | $32,428,834 | Mixed | 13 Mar 2026 | ||
| Ware H. Grove | C.F.O. | $21,154,865 | Filing P/S | 14 Mar 2025 | ||
| Chris Spurio | President, Financial Services | $20,880,105 | Mixed | 14 Feb 2025 | ||
| Steven L. Gerard | Director | $16,522,271 | Mixed | 25 May 2021 | ||
| Michael H. DeGroote | Director | $16,184,111 | Mixed | 10 May 2024 | ||
| Rick L. Burdick | Director | $12,076,151 | Mixed | 16 May 2025 | ||
| Michael P. Kouzelos | President, Employee Services | $11,874,707 | Mixed | 06 Mar 2026 | ||
| Gina D. France | Director | $4,651,724 | Mixed | 16 May 2025 | ||
| Brad S. Lakhia | Senior Vice President & CFO | $4,005,602 | +$531,664 | +15% | Mixed | 17 Mar 2026 |
| Sherrill W. Hudson | Director | $3,717,412 | Mixed | 31 Oct 2022 | ||
| Todd J. Slotkin | Director | $3,399,242 | Mixed | 16 May 2025 | ||
| A. Haag Sherman | Director | $934,795 | Mixed | 16 May 2025 | ||
| Joseph S. DiMartino | Director | $929,542 | Mixed | 05 Jun 2023 | ||
| Marabito Richard T. | Director | $852,567 | Mixed | 16 May 2025 | ||
| Benaree Pratt Wiley | Director | $576,721 | -$884,525 | -61% | Mixed | 10 Mar 2026 |
| Rodney A. Young | Director | $242,572 | +$150,915 | +165% | Filing P/S | 13 Mar 2026 |
| Michael T. Mangan | Chief Accounting Officer | $232,589 | Mixed | 06 Mar 2026 | ||
| Kathy A. Raffa | Director | $156,817 | Mixed | 16 May 2025 |
Top shareholders of CBIZ, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13D/G
13F
|
Company |
13%
|
7,132,907
|
$359,876,541 | +$207,393,414 | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.9%
|
4,837,727
|
$244,063,328 | — | 31 Dec 2025 | |
| Winn David Randall |
13D/G
|
22C Capital LLC |
5.2%
|
2,804,527
|
$186,276,683 | $0 | 01 May 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6.6%
|
3,598,287
|
$181,533,581 | — | 31 Dec 2025 | |
| Capital Research Global Investors |
13D/G
13F
|
Company |
5%
|
2,707,096
|
$179,805,316 | $0 | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
6%
|
3,251,355
|
$164,030,960 | — | 31 Dec 2025 | |
| 22C Capital LLC |
13F
|
Company |
5.9%
|
3,202,267
|
$161,554,370 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
4.1%
|
2,251,649
|
$113,595,692 | — | 31 Dec 2025 | |
| P2 Capital Partners, LLC |
13F
|
Company |
3.3%
|
1,773,391
|
$89,467,576 | — | 31 Dec 2025 | |
| Durable Capital Partners LP |
13D/G
13F
|
Company |
3%
|
1,631,969
|
$88,517,999 | -$124,377,636 | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
1,148,890
|
$57,961,501 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,145,556
|
$57,802,733 | — | 31 Dec 2025 | |
| BloombergSen Inc. |
13F
|
Company |
1.9%
|
1,028,295
|
$51,877,483 | — | 31 Dec 2025 | |
| Sunriver Management LLC |
13F
|
Company |
1.8%
|
989,349
|
$49,912,657 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.8%
|
977,046
|
$49,633,936 | — | 31 Dec 2025 | |
| Capital World Investors |
13F
|
Company |
1.7%
|
919,902
|
$46,409,056 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.7%
|
910,742
|
$45,946,935 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.7%
|
910,713
|
$45,945,687 | — | 31 Dec 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.6%
|
874,553
|
$44,121,353 | — | 31 Dec 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.4%
|
779,033
|
$39,302,000 | — | 31 Dec 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
1.3%
|
706,709
|
$35,653,000 | — | 31 Dec 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.2%
|
659,140
|
$33,253,613 | — | 31 Dec 2025 | |
| Jerome P. Grisko Jr. |
3/4/5
|
CEO & President, Director |
2.2%
|
1,188,740
|
$32,428,834 | — | 13 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.2%
|
635,434
|
$32,057,645 | — | 31 Dec 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
1.1%
|
614,524
|
$31,523,000 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.1%
|
589,683
|
$29,750,970 | — | 31 Dec 2025 | |
| Handelsbanken Fonder AB |
13F
|
Company |
1%
|
562,000
|
$28,353,000 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.98%
|
535,293
|
$27,005,532 | — | 31 Dec 2025 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.83%
|
452,592
|
$22,833,266 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.81%
|
442,142
|
$22,306,064 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.81%
|
440,510
|
$22,223,730 | — | 31 Dec 2025 | |
| WATERS PARKERSON & CO., LLC |
13F
|
Company |
0.8%
|
437,246
|
$22,059,061 | — | 31 Dec 2025 | |
| Ware H. Grove |
3/4/5
|
C.F.O. |
—
class O/S missing
|
301,518
|
$21,154,865 | — | 14 Mar 2025 | |
| Chris Spurio |
3/4/5
|
President, Financial Services |
—
class O/S missing
|
239,341
|
$20,880,105 | — | 14 Feb 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.73%
|
399,627
|
$20,161,199 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.64%
|
348,798
|
$17,599,000 | — | 31 Dec 2025 | |
| Steven L. Gerard |
3/4/5
|
Director |
—
class O/S missing
|
284,376
|
$16,522,271 | — | 25 May 2021 | |
| Michael H. DeGroote |
3/4/5
|
Director |
—
class O/S missing
|
244,954
|
$16,184,111 | — | 10 May 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.57%
|
307,705
|
$15,523,718 | — | 31 Dec 2025 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.56%
|
302,969
|
$15,284,786 | — | 31 Dec 2025 | |
| MONTRUSCO BOLTON INVESTMENTS INC. |
13F
|
Company |
0.54%
|
295,121
|
$14,888,854 | — | 31 Dec 2025 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.5%
|
274,630
|
$14,085,773 | — | 31 Dec 2025 | |
| Summit Creek Advisors LLC |
13F
|
Company |
0.49%
|
264,180
|
$13,327,881 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.46%
|
251,624
|
$12,694,431 | — | 31 Dec 2025 | |
| Rick L. Burdick |
3/4/5
|
Director |
0.33%
|
181,815
|
$12,076,151 | — | 16 May 2025 | |
| Michael P. Kouzelos |
3/4/5
|
President, Employee Services |
0.72%
|
389,718
|
$11,874,707 | — | 06 Mar 2026 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.42%
|
228,952
|
$11,551,000 | — | 31 Dec 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.34%
|
183,591
|
$9,262,166 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.31%
|
166,975
|
$8,423,888 | — | 31 Dec 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.29%
|
157,838
|
$7,963,000 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for CBIZ, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Brad S. Lakhia | CBZ | Common Stock | Tax liability | -1.11% | -1,647 | 146,833 | 17 Mar 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 9.41% | $331,719 | $25.97 | 12,775 | 148,480 | 13 Mar 2026 | Direct |
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | 158.7% | 38,595 | 62,920 | 13 Mar 2026 | By spousal trust | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | -8.49% | -44,024 | 474,579 | 13 Mar 2026 | By trust | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | 12.6% | 38,595 | 345,675 | 13 Mar 2026 | By SLAT | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | -20.6% | -33,166 | 127,652 | 13 Mar 2026 | Direct | ||
| Rodney A. Young | CBZ | Common Stock | Purchase | 12% | $26,055 | $26.06 | 1,000 | 9,310 | 13 Mar 2026 | Direct |
| Benaree Pratt Wiley | CBZ | Common Stock | Sale | -49.9% | $473,913 | $26.39 | -17,956 | 18,000 | 10 Mar 2026 | By trust |
| Michael T. Mangan | CBZ | Common Stock | Award | 83% | 3,462 | 7,633 | 06 Mar 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Award | 5.91% | 21,760 | 389,718 | 06 Mar 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Award | 231.5% | 93,966 | 134,550 | 06 Mar 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Award | 114.1% | 85,709 | 160,818 | 06 Mar 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -4.2% | -183 | 4,171 | 14 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.29% | -1,059 | 367,958 | 14 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -5.66% | -4,510 | 75,109 | 14 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -1.28% | -4,766 | 369,017 | 11 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Award | 2.93% | 10,623 | 373,783 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -17.6% | -928 | 4,354 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Award | 64.2% | 2,065 | 5,282 | 11 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -15.6% | -14,756 | 79,619 | 11 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Award | 53.5% | 32,899 | 94,375 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -5.96% | -204 | 3,217 | 09 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.31% | -1,116 | 363,160 | 09 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -5.34% | -3,469 | 61,476 | 09 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -7.21% | -266 | 3,421 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.37% | -1,370 | 364,276 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Options Exercise | 0.84% | 3,053 | 365,646 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Restricted Stock Units | Options Exercise | -100% | -3,053 | 0 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -6.13% | -4,241 | 64,945 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Options Exercise | 15.8% | 9,454 | 69,186 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Restricted Stock Units | Options Exercise | -100% | -9,454 | 0 | 08 Feb 2026 | Direct | ||
| Benaree Pratt Wiley | CBZ | Common Stock | Sale | -18.7% | $410,612 | $49.54 | -8,288 | 35,956 | 02 Dec 2025 | By trust |
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 5.35% | $99,931 | $48.51 | 2,060 | 40,584 | 26 Nov 2025 | Direct |
| Rodney A. Young | CBZ | Common Stock | Purchase | 31.7% | $124,860 | $62.43 | 2,000 | 8,310 | 08 Aug 2025 | Direct |
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 4.31% | $100,014 | $62.78 | 1,593 | 38,524 | 04 Aug 2025 | Direct |
| Rick L. Burdick | CBZ | Common Stock | Award | 2,361 | 2,361 | 16 May 2025 | Direct | |||
| Gina D. France | CBZ | Common Stock | Award | 3.49% | 2,361 | 70,035 | 16 May 2025 | Direct | ||
| Richard T. Marabito | CBZ | Common Stock | Award | 22.5% | 2,361 | 12,836 | 16 May 2025 | Direct | ||
| Kathy A. Raffa | CBZ | Common Stock | Award | 2,361 | 2,361 | 16 May 2025 | Direct | |||
| A. Haag Sherman | CBZ | Common Stock | Award | 20.2% | 2,361 | 14,074 | 16 May 2025 | Direct | ||
| Todd J. Slotkin | CBZ | Common Stock | Award | 4.84% | 2,361 | 51,178 | 16 May 2025 | Direct | ||
| Benaree Pratt Wiley | CBZ | Common Stock | Award | 68.2% | 2,361 | 5,821 | 16 May 2025 | Direct | ||
| Rodney A. Young | CBZ | Common Stock | Award | 59.8% | 2,361 | 6,310 | 16 May 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.