CBZ Cbiz (CBZ) Insider Trading, Ownership & Congress Trades
Services · Services-business services, nec · CIK 0000944148
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
149
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $1.2M priced
What the filings say about CBZ
Congress, 1 year
1 bought · 2 sold
Latest: sale, 2026-06-30
Cbiz insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for CBIZ, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Nov 26, 2025.
- -28.1% median (-28.1% mean) 90-day return after 2 previous buys.
- The trade is 8.6% of the 148,479 shares held after it.
- 1 other insider bought within 30 days.
- 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Vice President & CFO Lakhia Brad S. bought about $331.8K of CBZ on Mar 13, 2026, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 149 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 8, 2025.
- -10.1% median (-10.1% mean) 90-day return after 3 previous buys.
- The trade is 10.7% of the 9,310 shares held after it.
- 1 other insider bought within 30 days.
- 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director YOUNG RODNEY A bought about $26.1K of CBZ on Mar 13, 2026; 1 other insider bought within 30 days and 149 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Dec 2, 2025.
- The trade is 99.8% of the 18,000 shares held after it.
- No other insider sold within 30 days.
- 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WILEY BENAREE PRATT sold about $473.9K of CBZ on Mar 10, 2026, the largest insider sale at the company since 2024; 149 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 6, 2025.
- The trade is 23.1% of the 35,956 shares held after it.
- No other insider sold within 30 days.
- 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WILEY BENAREE PRATT sold about $410.6K of CBZ on Dec 2, 2025; 149 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 4, 2025.
- The trade is 5.1% of the 40,584 shares held after it.
- No other insider bought within 30 days.
- 149 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Vice President & CFO Lakhia Brad S. bought about $99.9K of CBZ on Nov 26, 2025; 149 funds added in the latest 13F quarter.71 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
1 member bought in the last year
the lowest in Services
Funds
149 funds bought in last quarter
more than 62% of Services
Revenue
+52.1% year over year
more than 89% of Services
Margin
4.2% net margin
more than 57% of Services
Buybacks
$67.5M repurchased, FY to 2026-06-30
more than 57% of Services
Short interest
4.3% of the float short (float per yahoo 2026-10-26) · 2.3 days to cover · settled 2026-09-30
more than 62% of Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CBZ
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+3.0%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CBZ: institutional holders (13F)
13F holdings, latest reported quarter
8,047,282 sh
$258.2M
4,971,786 sh
$159.5M
3,453,723 sh
$110.8M
3,202,267 sh
$102.7M
2,259,967 sh
$72.5M
Congress trades in CBZ
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-06-30 · disclosed 2 days later
$1,001 - $15,000
Bought 2026-04-06 · disclosed 43 days later
$1,001 - $15,000
Sold 2026-03-05 · disclosed 34 days later
$1,001 - $15,000
Sold 2025-04-09 · disclosed 35 days later
$1,001 - $15,000
Bought 2025-03-24 · disclosed 14 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CBZ planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
CBZ mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
FAM SMALL CAP FUND
$17.5M position · as of 2026-06-30
5.6%
Fidelity Small Cap Stock Fund
$39.6M position · as of 2026-07-31
2.9%
Fidelity Small Cap Stock K6 Fund
$563.2K position · as of 2026-07-31
2.7%
Royce SMid-Cap Total Return Fund
$600.6K position · as of 2026-06-30
1.8%
Royce Small-Cap Total Return Fund
$15.6M position · as of 2026-06-30
1.6%
Taylor Frigon Core Growth Fund
$415.6K position · as of 2026-05-31
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Grisko
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$7.1M
$2.0M
$2.4M
+90%
+6%
2024
$5.4M
$9.9M
$2.3M
+208%
+26%
2023
$5.2M
$9.1M
$2.1M
+135%
+10%
2022
$4.9M
$9.8M
$2.0M
+76%
-2%
2021
$5.1M
$9.6M
$2.1M
+47%
+21%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 149 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
CBZ financials
Revenue growth
+52.1%
XBRL, annual
Net margin
4.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Revenue, TTM CBZ
| FY Dec 2025 | $2.8B |
| FY Dec 2024 | $1.8B |
| FY Dec 2023 | $1.6B |
| FY Dec 2022 | $1.4B |
| FY Dec 2021 | $1.1B |
| Jun 2026 | $682.2M |
| Mar 2026 | n/a |
| Dec 2025 | $542.7M |
| Sep 2025 | $693.8M |
| Jun 2025 | $683.5M |
| Mar 2025 | $838.0M |
| Dec 2024 | $460.3M |
| Sep 2024 | $438.9M |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Net margin, TTM CBZ
| FY Dec 2025 | +4.2% |
| FY Dec 2024 | +2.3% |
| FY Dec 2023 | +7.6% |
| FY Dec 2022 | +7.5% |
| FY Dec 2021 | +6.4% |
| Jun 2026 | +2.7% |
| Mar 2026 | n/a |
| Dec 2025 | -14.6% |
| Sep 2025 | +4.3% |
| Jun 2025 | +6.1% |
| Mar 2025 | +14.7% |
| Dec 2024 | -19.7% |
| Sep 2024 | +8.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$272.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM CBZ
| FY Dec 2025 | $175.5M |
| FY Dec 2024 | $110.8M |
| FY Dec 2023 | $130.5M |
| FY Dec 2022 | $117.5M |
| FY Dec 2021 | $122.2M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | $141.7M |
| Sep 2025 | $22.1M |
| Jun 2025 | $105.2M |
| Mar 2025 | -$93.4M |
| Dec 2024 | $52.3M |
| Sep 2024 | $41.1M |
At each fiscal year end
Single quarter
Debt to equity
0.78x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity CBZ
| FY Dec 2025 | 0.83x |
| FY Dec 2024 | 0.79x |
| FY Dec 2023 | 0.39x |
| FY Dec 2022 | 0.37x |
| FY Dec 2021 | 0.22x |
| Jun 2026 | 0.78x |
| Mar 2026 | 0.77x |
| Dec 2025 | 0.83x |
| Sep 2025 | 0.84x |
| Jun 2025 | 0.82x |
| Mar 2025 | 0.80x |
| Dec 2024 | 0.79x |
| Sep 2024 | 0.36x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.20x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt CBZ
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | 0.09x |
| FY Dec 2023 | 0.49x |
| FY Dec 2022 | 0.48x |
| FY Dec 2021 | 0.85x |
| Jun 2026 | 0.20x |
| Mar 2026 | 0.18x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.07x |
| Jun 2025 | 0.08x |
| Mar 2025 | 0.06x |
| Dec 2024 | 0.09x |
| Sep 2024 | 0.49x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CBZ
| FY Dec 2025 | +6.5% |
| FY Dec 2024 | +3.2% |
| FY Dec 2023 | +16.1% |
| FY Dec 2022 | +14.9% |
| FY Dec 2021 | +10.1% |
| Jun 2026 | +6.5% |
| Mar 2026 | +7.7% |
| Dec 2025 | +6.5% |
| Sep 2025 | +7.4% |
| Jun 2025 | +7.8% |
| Mar 2025 | +6.2% |
| Dec 2024 | +3.2% |
| Sep 2024 | +13.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CBZ
| FY Dec 2025 | +2.6% |
| FY Dec 2024 | +1.3% |
| FY Dec 2023 | +6.2% |
| FY Dec 2022 | +6.0% |
| FY Dec 2021 | +4.5% |
| Jun 2026 | +2.7% |
| Mar 2026 | +3.3% |
| Dec 2025 | +2.6% |
| Sep 2025 | +3.1% |
| Jun 2025 | +3.3% |
| Mar 2025 | +2.6% |
| Dec 2024 | +1.3% |
| Sep 2024 | +5.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital CBZ
| FY Dec 2025 | +5.2% |
| FY Dec 2024 | +2.0% |
| FY Dec 2023 | +11.4% |
| FY Dec 2022 | +12.9% |
| FY Dec 2021 | +6.5% |
| Jun 2026 | n/a |
| Mar 2026 | +5.0% |
| Dec 2025 | +5.2% |
| Sep 2025 | +5.1% |
| Jun 2025 | +4.9% |
| Mar 2025 | +4.1% |
| Dec 2024 | +2.0% |
| Sep 2024 | +9.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed CBZ
| FY Dec 2025 | +6.3% |
| FY Dec 2024 | +2.8% |
| FY Dec 2023 | +11.4% |
| FY Dec 2022 | +13.1% |
| FY Dec 2021 | +6.2% |
| Jun 2026 | n/a |
| Mar 2026 | +6.2% |
| Dec 2025 | +6.3% |
| Sep 2025 | +7.6% |
| Jun 2025 | +7.2% |
| Mar 2025 | +6.2% |
| Dec 2024 | +2.8% |
| Sep 2024 | +9.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
26.74x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing CBZ
| FY Dec 2025 | 27.72x |
| FY Dec 2024 | 104.91x |
| FY Dec 2023 | 26.19x |
| FY Dec 2022 | 23.19x |
| FY Dec 2021 | 29.86x |
| Jun 2026 | 15.65x |
| Mar 2026 | 11.19x |
| Dec 2025 | 27.72x |
| Sep 2025 | 43.77x |
| Jun 2025 | 50.15x |
| Mar 2025 | 65.40x |
| Dec 2024 | 104.91x |
| Sep 2024 | 28.39x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$4.4B
market value at close 2026-10-27 on 2026-07-27 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value CBZ
| FY Dec 2025 | $4.2B |
| FY Dec 2024 | $5.5B |
| FY Dec 2023 | $3.4B |
| FY Dec 2022 | $2.6B |
| FY Dec 2021 | $2.2B |
| Jun 2026 | $3.2B |
| Mar 2026 | $2.9B |
| Dec 2025 | $4.2B |
| Sep 2025 | $4.4B |
| Jun 2025 | $5.4B |
| Mar 2025 | $5.6B |
| Dec 2024 | $5.5B |
| Sep 2024 | $3.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+9.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield CBZ
| FY Dec 2025 | +6.4% |
| FY Dec 2024 | +2.7% |
| FY Dec 2023 | +4.2% |
| FY Dec 2022 | +4.9% |
| FY Dec 2021 | +6.0% |
| Jun 2026 | +15.4% |
| Mar 2026 | +16.1% |
| Dec 2025 | +6.4% |
| Sep 2025 | +3.0% |
| Jun 2025 | +2.7% |
| Mar 2025 | +2.1% |
| Dec 2024 | +2.7% |
| Sep 2024 | +4.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.62x
P/E over trailing EPS growth of 43%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing CBZ
| FY Dec 2025 | 0.21x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 1.43x |
| FY Dec 2022 | 0.43x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.36x |
| Mar 2026 | 0.10x |
| Dec 2025 | 0.21x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $2.8B | $1.8B | $1.6B | $1.4B |
| Gross profit | $355.4M | $182.5M | $223.2M | $223.4M |
| Operating income | $234.0M | $73.7M | $165.2M | $168.3M |
| Net income | $115.4M | $41.0M | $121.0M | $105.4M |
| EPS (diluted) | 1.83 | 0.78 | 2.39 | 2.01 |
| Operating cash flow | $192.5M | $123.7M | $153.5M | $126.1M |
| Cash | $18.3M | $13.8M | $8.1M | $4.7M |
| Long-term debt | $1.4B | $1.3B | $310.8M | $263.7M |
| Buybacks | $160.1M | $0 | $65.4M | $122.5M |
SEC XBRL, fiscal years, as known on 2026-10-28
CBZ Stock Sonar score 5/7 axes
Find similar shapesCompareCBZ ranks highest on growth (89th percentile) and profitability (54th), and lowest on risk and compliance (24th), among Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CBZ filings, in plain words
Have members of Congress traded CBZ?
Yes. In the year to 2026-10-28, 1 House member disclosed buying CBZ and 2 House members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-06-30.
Read the full summary
In the year to 2026-10-28, 1 member of Congress disclosed buying CBZ and 2 members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-06-30. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
