MarketPeel
Insider Trading Intelligence
BL

Brad S. Lakhia

CBZ
SENIOR VICE PRESIDENT & CFO · CBIZ, INC. · CIK 0001615728
FILING MIX · LIFETIME88%/12%
BUYS
7
SELLS
1
TOTAL VALUE
$575.3K
COMPANIES
1
ACTIVE SINCE
Mar 2025
HOLDINGS NOW
146,833
AVG SELL PX
$26.49
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 7 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Brad S. Lakhia, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+66.67%+2.02%-0.23%+2.25%+4.32%
14d3+66.67%+1.46%-0.39%+1.85%+4.30%
30d3+66.67%+4.60%+2.38%+2.22%+6.46%
60d3+33.33%-6.13%+6.47%-12.60%-16.36%
90d3+33.33%-8.43%+6.31%-14.74%-21.18%
180d3(1 pending)+0.00%-36.01%+9.63%-47.43%-47.43%
1y3(3 pending)
2y3(3 pending)
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CBZ · 146,832.955 shares · as of Mar 17, 2026
037,12074,240111,360148,4802026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2025
2025
2025
2025
2026
FLOW · 7 buys / 1 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CBZ
CBIZ, INC.
SALE
Senior Vice President & CFO
1,647$26.49$43.6K146,832.955Mar 17, 2026Mar 19, 2026View →
CBZ
CBIZ, INC.
PURCHASE
Senior Vice President & CFO
12,775$25.97$331.7K148,479.955Mar 13, 2026Mar 17, 2026View →
CBZ
CBIZ, INC.
PURCHASEGRANT
Stock grant
65,941106,525Mar 6, 2026Mar 10, 2026View →
CBZ
CBIZ, INC.
PURCHASEGRANT
Stock grant
28,025134,550Mar 6, 2026Mar 10, 2026View →
CBZ
CBIZ, INC.
PURCHASE
Senior Vice President & CFO
2,060$48.51$99.9K40,584Nov 26, 2025Dec 1, 2025View →
CBZ
CBIZ, INC.
PURCHASE
Senior Vice President & CFO
1,593$62.78$100.0K38,524Aug 4, 2025Aug 5, 2025View →
CBZ
CBIZ, INC.
PURCHASEGRANT
Stock grant
11,01436,931Mar 17, 2025Mar 19, 2025View →
CBZ
CBIZ, INC.
PURCHASEGRANT
Stock grant
25,91725,917Mar 17, 2025Mar 19, 2025View →
Other insiders · CBZ
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About this filer
CIK 0001615728
ROLE
Senior Vice President & CFO
PRIMARY
CBZ
COMPANIES
1
ACTIVE SINCE
Mar 2025
MARKETPEEL · /INSIDER/0001615728DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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