CBIZ, Inc.
CBZFigures shown here come from public SEC filings. Dates beside each section show the available history.
How CBIZ, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 19, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among CBIZ, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-02-28 · SPURIO CHRIS: Larger than 23 of the 24 other insider sales of Common Stock on file. SEC filing
- 2023-02-27 · SPURIO CHRIS: Larger than 22 of the 24 other insider sales of Common Stock on file. SEC filing
- 2023-02-27 · Kouzelos Michael P: Larger than all 24 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-03-13–2026-03-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-08-04–2025-08-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-13 | YOUNG RODNEY A · Director | Common Stock | P — Open market or private purchase | +1,000 | 26.06 | SEC filing |
| 2026-03-13 | Lakhia Brad S. · Senior Vice President & CFO | Common Stock | P — Open market or private purchase | +12,775 | 25.97 | SEC filing |
| 2026-03-10 | WILEY BENAREE PRATT · Director | Common Stock | S — Open market or private sale | −17,956 | 26.39 | SEC filing |
| 2025-12-02 | WILEY BENAREE PRATT · Director | Common Stock | S — Open market or private sale | −8,288 | 49.54 | SEC filing |
| 2025-11-26 | Lakhia Brad S. · Senior Vice President & CFO | Common Stock | P — Open market or private purchase | +2,060 | 48.51 | SEC filing |
| 2025-08-08 | YOUNG RODNEY A · Director | Common Stock | P — Open market or private purchase | +2,000 | 62.43 | SEC filing |
| 2025-08-04 | Lakhia Brad S. · Senior Vice President & CFO | Common Stock | P — Open market or private purchase | +1,593 | 62.78 | SEC filing |
| 2025-03-14 | GROVE WARE H · C.F.O. | Common Stock | S — Open market or private sale | −4,029 | 70.16 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | YOUNG RODNEY A · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | MARABITO RICHARD T · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | France Gina D · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | SLOTKIN TODD J · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | Raffa Kathy A · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | SHERMAN A HAAG · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-05-15 | BURDICK RICK L · Director | Common Stock | A — Grant, award, or other acquisition | +6,051 | SEC filing |
| 2026-03-17 | Lakhia Brad S. · Senior Vice President & CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,647 | SEC filing |
Showing 8 of 40 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.