Lakhia Brad S.
Senior Vice President & CFO
PurchaseAlert
- Shares
- 12,775
- Price
- $25.97
- Value
- $331,719
SEC EDGAR · Forms 3/4/5Updated through Oct 30, 2026•35 filings
CBZ
CBIZ, Inc.
No net buying or selling imbalance over the last 3 months
No net buyers or sellers account for the net balance. There is no cluster of three distinct buyers within 30 days. We found 2 CEO/CFO purchases over 12 months.
How to read this signal
Only open-market P purchases and S sales count toward the signal. Vesting, options, taxes and gifts remain in the source data but do not trigger alerts. Rule 10b5-1 trades are shown as informational.
3-month balance
$0.00
0 buyers · 0 sellers
12-month purchases
$457,705
2 distinct insiders
12-month sales
$884,525
1 distinct insiders
Highlighted alerts
7
0 Rule 10b5-1 trades treated as informational
Buying cluster · 30 days
Fewer than three distinct buyers
CEO/CFO purchases · 12 months
2 executive purchases found
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Form 4 raw → Raspberry
The value is in what we do not call a signal.
The SEC XML stores every transaction. Raspberry keeps that evidence, reads the footnotes and separates voluntary open-market activity from vesting, option exercises, gifts, tax withholding, stock purchase and dividend reinvestment plans and pre-programmed 10b5-1 trades.
50
Raw transactions
Everything returned by the filing
7
Voluntary view
P/S trades after deterministic checks
43
Administrative noise
Stored, never alerted
3
10b5-1
Shown as informational
SEC ownership XML facts
- Code
- G
- Shares
- 91,400
- Price
- $0.00
- Footnotes
- 1
Gift of shares from personal trust account to a charitable donor advised fund.
Recent transactions
Voluntary purchases and sales; administrative noise stays hidden.
YOUNG RODNEY A
Director
PurchaseAlert
- Shares
- 1,000
- Price
- $26.06
- Value
- $26,055
WILEY BENAREE PRATT
Director
SaleAlert
- Shares
- 17,956
- Price
- $26.39
- Value
- $473,913
WILEY BENAREE PRATT
Director
SaleAlert
- Shares
- 8,288
- Price
- $49.54
- Value
- $410,612
Lakhia Brad S.
Senior Vice President & CFO
PurchaseAlert
- Shares
- 2,060
- Price
- $48.51
- Value
- $99,931
YOUNG RODNEY A
Director
PurchaseAlert
- Shares
- 2,000
- Price
- $62.43
- Value
- $124,860
Lakhia Brad S.
Senior Vice President & CFO
PurchaseAlert
- Shares
- 1,593
- Price
- $62.78
- Value
- $100,014
| Date | Insider | Transaction | Shares | Price | Value | Reading |
|---|---|---|---|---|---|---|
| Mar 13, 2026 | Lakhia Brad S. Senior Vice President & CFO | Purchase | 12,775 | $25.97 | $331,719 | |
| Mar 13, 2026 | YOUNG RODNEY A Director | Purchase | 1,000 | $26.06 | $26,055 | |
| Mar 10, 2026 | WILEY BENAREE PRATT Director | Sale | 17,956 | $26.39 | $473,913 | |
| Dec 02, 2025 | WILEY BENAREE PRATT Director | Sale | 8,288 | $49.54 | $410,612 | |
| Nov 26, 2025 | Lakhia Brad S. Senior Vice President & CFO | Purchase | 2,060 | $48.51 | $99,931 | |
| Aug 08, 2025 | YOUNG RODNEY A Director | Purchase | 2,000 | $62.43 | $124,860 | |
| Aug 04, 2025 | Lakhia Brad S. Senior Vice President & CFO | Purchase | 1,593 | $62.78 | $100,014 |
“Alert” means a voluntary, unscheduled transaction according to the filing; it is not an investment recommendation. Official source: SEC EDGAR.