CBZ CBIZ, Inc. Insider Trading

Director Rodney Young buys 1,000 CBZ shares at $26.06; stock down 49.7% in 90 days, prior buys at ticker also underwater.

Rodney Young, a director of CBIZ, Inc., purchased 1,000 shares at $26.06 on 2026-03-13, increasing his holdings from 8,310 to 9,310 shares. The stock has declined significantly since the transaction: it now trades at $26.49 (−66.7% from its 52-week high of $79.64) and has fallen 49.7% over the past 90 days. Critically, Young's prior three buys at this same ticker—conducted on 2025-08-08, 2025-03-04, and 2024-12-09—all showed negative 90-day returns (−14.2%, −6.0%, and −6.3% respectively), with zero of these three prior buys achieving positive 90-day returns. This pattern suggests the director's timing in accumulating CBZ shares has been consistently poor, with his latest purchase also now underwater. Despite strong fundamentals (revenue of $693,818,000.00, net income of $30,146,000.00, annual revenue growth of +52.1%, and a low P/E of 7.42), the repeated accumulation into a declining stock warrants investor attention to the disconnect between company health and recent stock-price trajectory.

CFO Lakhia Brad S. bought 12,775 shares of CBZ at $25.97; stock down 66.7% from 52-week high.

Lakhia Brad S., Senior Vice President & CFO, purchased 12,775 shares at $25.97 on 2026-03-13, increasing his holdings by 9.4% to 148,479 shares. The transaction occurred against a backdrop of significant stock weakness: CBZ is trading at $26.49, down 66.7% from its 52-week high of $79.64 and down 49.7% over the past 90 days. Importantly, this CFO's prior buying at CBZ has not demonstrated strong timing: his two previous purchases at this ticker (2025-11-26 and 2025-08-04) both resulted in negative 90-day returns (-42.7% and -12.4% respectively). Conversely, the company's fundamentals show reasonable strength—annual revenue growth of 52.1%, a P/E of 7.42, and $693.8M in latest quarterly revenue—which creates a disconnect between valuation metrics and recent price action that investors should evaluate independently.

CFO Lakhia Brad S. bought 2,060 shares of CBZ at $48.51; stock down 45.2% from 52-week high, prior CBZ buy returned -12.4% over 90 days.

Lakhia Brad S., Senior Vice President & CFO, purchased 2,060 shares of CBIZ at $48.51 on 2025-11-26, bringing total holdings to 40,584 shares. The transaction occurs with the stock trading 45.2% below its 52-week high and down 24.1% over the prior 90 days. His previous open-market buy at CBIZ on 2025-08-04 returned -12.4% over the 90-day period, and his cross-ticker track record shows an average 90-day return of -3.5% with a 50.00% win rate. The company reports $693.8M in revenue with 14.0% annual growth and a P/E of 25.45, suggesting solid fundamental performance despite recent price weakness. The timing and execution of this purchase against a backdrop of recent underperformance and poor prior trade outcomes merit observation.

Director Rodney A Young bought 2,000 shares of CBZ at $62.43; stock down 29.0% from 52-week high.

Director Rodney A Young purchased 2,000 shares at $62.43 on 2025-08-08, increasing his holdings by 31.7% to 8,310 shares. The purchase occurs with CBZ trading 29.0% below its 52-week high of $88.65 and 12.8% lower over the past 30 days. Notably, his prior two purchases at CBZ (on 2025-03-04 and 2024-12-09) both resulted in negative 90-day returns of -3.0% and -6.0% respectively, indicating a pattern of unfavorable timing on open-market acquisitions at this ticker. While CBZ fundamentals show solid growth with +14.0% annual revenue expansion and $683.5M in quarterly revenue, the persistent decline in recent price action combined with his prior transaction outcomes at this specific ticker warrant investor attention to whether current positioning reflects conviction or follows a pattern of challenging entry points.

CFO Brad S. Lakhia bought 1,593 shares of CBIZ at $62.78; stock down 29.3% from 52-week high.

Brad S. Lakhia, Senior Vice President & CFO, purchased 1,593 shares at $62.78 on 2025-08-04, increasing his holdings by 4.3% to 38.5K shares and investing $100.0K in the transaction. The stock is currently trading at $62.68, off 29.3% from its 52-week high of $88.65 and down 15.0% over the past 30 days. Lakhia's cross-ticker track record shows 1 prior buy with a 100.00% 90-day win rate and an average 90-day return of +5.3%, though this single prior buy provides limited predictive evidence of accuracy at CBIZ specifically. The company posted $41.9M net income on $683.5M quarterly revenue with 14.0% annual revenue growth and a P/E of 31.03, indicating continued operational performance despite recent share-price weakness.

Director Rodney Young buys 1,000 CBZ shares at $76.18; stock down 19.2% from 52-week high, now at $71.66

Director Rodney Young purchased 1,000 shares of CBIZ, Inc. at $76.18 on 2025-03-04, increasing his holdings by 33.9% from 2,949 to 3,949 shares. The transaction occurs amid significant recent price weakness: CBZ has declined 16.4% over the past 30 days and 19.2% from its 52-week high of $88.65, now trading at $71.66. While the company shows solid fundamentals with $438.9M in latest quarterly revenue, 14.0% annual growth, and $35.1M in net income, the elevated P/E of 98.16 suggests the stock may be pricing in substantial future growth expectations. Young's only prior CBZ trade was a buy on 2024-12-09 with a measurable 30-day return of +6.8%, though the 90-day outcome is not yet determinable. The current purchase adds to his position at materially lower prices than his previous entry point.

Director Rodney Young buys 1,000 CBZ shares at $77.56, increasing holdings 51.3% to 2,949 shares

Rodney Young, a director of CBIZ Inc., purchased 1,000 shares at $77.56 on 2024-12-09 for $77,556.00, increasing his shareholdings from 1,949 to 2,949 shares—a 51.3% increase in personal holdings. The transaction occurred at a price approximately $0.34 below the current market price of $77.90, and within the 52-week trading range of $57.84–$86.02. The company's recent fundamentals show revenue of $438,884,000.00 with net income of $35,084,000.00 in the latest quarter, alongside annual revenue growth of 12.7%, though the stock trades at a relatively elevated P/E ratio of 32.87. This substantial increase in director holdings relative to his prior position warrants monitoring of insider disposition patterns going forward.