CBZ - NYSE
CBIZ, Inc.
$32.25
-7.0%CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.
At a Glance
Live SnapshotCBIZ, Inc. Management Team
Mr. Michael Mangan
Chief Accounting Officer
Mr. Michael P. Kouzelos CPA
President of CBIZ Benefits & Insurance Services, Inc.
Compensation
$1,015,378
Mr. Chris Spurio CPA
President of Financial Services Group
Compensation
$1,395,932
Mr. Jerome P. Grisko Jr.
President, Chief Executive Officer & Director
Compensation
$2,301,444
Mr. Brad S. Lakhia
Senior Vice President & Chief Financial Officer
Mr. John Aaron Fleischer
Senior Vice President & Chief Information Officer
Ms. Donna M. Mirandola
Senior Vice President & Chief Marketing Officer
Mr. Matthew Joseph Morelli
Senior Vice President of Corporate Development
Ms. Elizabeth A. Newman
Senior Vice President, Chief Human Resources & Administrative Officer
Ms. Elizabeth A. Newman
Senior Vice President, Chief Human Resources Officer & Chief Administrative Officer
Ms. Jaileah X. Huddleston
Senior Vice President, Chief Legal Officer & Corporate Secretary
CBIZ, Inc. Insider Positioning
During the last 12 months, insiders have purchased $683K and sold $885K worth of CBZ shares, resulting in $202K of net selling activity.
3 Months
13.8K
357.77K
18.0K
473.91K
-116K
-$116K
3-6 Months
0
0.00
0
0.00
+0
+$0
6-9 Months
2.1K
99.93K
8.3K
410.61K
-311K
-$311K
9-12 Months
3.6K
224.87K
0
0.00
+225K
+$225K
Top Buyers
Lakhia Brad S.
Officer: Senior Vice President & Cfo
$532K
Young Rodney A
Director
$151K
Top Sellers
Wiley Benaree Pratt
Director
$885K
Insider Activity Analysis
Net Insider Sentiment
Slightly bearish with $202K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.
Buy/Sell Ratio
Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.
Recent Trend (3 Months)
Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.
Insider Participation
2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.
SEC Filings
CBZ - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 02, 2026 | May 14, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 03, 2025 | May 15, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | March 25, 2024 | May 09, 2024 | 2024 | |
DEF 14A DEF 14A N/A | March 28, 2023 | March 28, 2023 | ||
DEF 14A DEF 14A 2022 N/A | March 28, 2022 | May 10, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | March 31, 2021 | May 13, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | April 03, 2020 | May 14, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | April 05, 2019 | May 09, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 06, 2018 | May 10, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 06, 2017 | May 11, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.