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CBZ Cbiz Inc.

Consumer Discretionary, filed as CBIZ INC (COM), Equity Among managers we track Quote on Google Finance, opens in a new tab

No current holdings among managers we track for this security. See ownership history or the ownership grid, activity, or search.

Insider trades

Open-market buys and sales by CBZ's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CBZ insider trades
  • $458K bought by 2 insiders
  • $885K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Brad S. Lakhia CFO
    Buy
    $332K 12,775 shares at $25.97 +9.4% to stake
    Traded Mar 13 Filed Mar 17
    ↗
  2. Rodney A Young Director
    Buy
    $26K 1,000 shares at $26.06 +12% to stake
    Traded Mar 13 Filed Mar 17
    ↗
  3. Benaree Pratt Wiley Director
    Sale
    $474K 17,956 shares at $26.39 50% of stake
    Traded Mar 10 Filed Mar 11
    ↗
  4. Benaree Pratt Wiley Director
    Sale
    $411K 8,288 shares at $49.54 19% of stake
    Traded Dec 2, 2025 Filed Dec 4, 2025
    ↗
  5. Brad S. Lakhia CFO
    Buy
    $100K 2,060 shares at $48.51 +5.3% to stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 sales back to the company, 15 stock grants, 15 share withholdings for taxes, 7 gifts, and 3 option exercises.

Congress

2 members of Congress traded CBZ in the last three years: 2 buys and 4 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Jun 30 filed Jul 2
  2. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Apr 6 filed May 19
  3. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Mar 5 filed Apr 8
  4. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Apr 9, 2025 filed May 14, 2025
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 24, 2025 filed Apr 7, 2025
  6. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Mar 7, 2024 filed Apr 7, 2024

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.02,2.01,3.01,3.03,5.01,5.02,5.03,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07,7.01 Filing Doc
8-K 2.02,7.01 Filing Doc
8-K 2.02,9.01 Filing Doc
424B3 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K/A 10-K Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,5.02,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.59B $1.81B $2.76B
Gross profit $223.2M $182.47M $355.39M
Gross margin * 14.0% 10.1% 12.9%
Net income $120.97M $41.04M $115.44M
Net margin * 7.6% 2.3% 4.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $612.68M $835.73M $899.25M
Total non-current assets $1.43B $3.64B $3.51B
Total assets $2.04B $4.47B $4.41B
Total current liabilities $511.92M $705.8M $735.59M
Total non-current liabilities $0.74B $1.99B $1.91B
Total equity $0.792B $1.78B $1.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $153.51M $123.69M $192.48M
Cash from investing -$0.079B -$1.13B -$0.016B
Cash from financing -$0.077B $1.04B -$0.146B
Net change in cash -$3M $30.02M $30.92M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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