CBIZ, Inc.·4

Mar 17, 6:50 PM ET

Lakhia Brad S. 4

4 · CBIZ, Inc. · Filed Mar 17, 2026

Research Summary

AI-generated summary of this filing

Updated

CBIZ (CBZ) CFO Brad Lakhia Buys 12,775 Shares

What Happened Brad S. Lakhia, Senior Vice President and Chief Financial Officer of CBIZ, Inc. (CBZ), purchased 12,775 shares on March 13, 2026 at $25.97 per share for a reported total of $331,719. The transaction is coded as a purchase (P), indicating an acquisition of common stock rather than a sale or option exercise.

Key Details

  • Transaction date and price: 2026-03-13 — 12,775 shares at $25.97 each (total reported $331,719).
  • Transaction type: Open market or private purchase (code P).
  • Footnote: The total includes 1,154.9545 shares acquired through the company’s 2007 Employee Stock Purchase Plan (ESPP).
  • Filing: Form 4 filed on 2026-03-17 covering the 2026-03-13 transaction; filing appears timely (within the SEC’s 2 business-day window).
  • Shares owned after transaction: Not disclosed in the provided summary.

Context Insider purchases can be interpreted as management buying company stock, which some investors view as a positive signal of alignment with shareholders. This filing shows a direct purchase by CBIZ’s CFO and includes a portion bought through the ESPP. The filing contains no option exercises, gifts, or tax-withholding disclosures in the provided data.

Insider Transaction Report

Form 4
Period: 2026-03-13
Lakhia Brad S.
Senior Vice President & CFO
Transactions
  • Purchase

    Common Stock

    [F1]
    2026-03-13$25.97/sh+12,775$331,719148,479.955 total
Footnotes (1)
  • [F1]Includes 1,154.9545 shares acquired through the Company's 2007 Employee Stock Purchase Plan.
Signature
/s/ Jaileah X. Huddleston, Attorney-in-Fact for Brad S. Lakhia|2026-03-17

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT