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EdgarHawk

Lakhia Brad S.

Senior Vice President & CFO

Officer
4 filings analyzed · 2 companies · Latest 2026-03-17

Companies

Company Buys Sells Direction
CBIZ, Inc. CBZ 3 0 Net buying
OPENLANE, Inc. OPLN 1 0 Net buying

Activity

March 2026
2026-03-17 CBIZ, Inc. CBZ
medium
Buy
12,775 shares
$331,719
Significance 4/10

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.

December 2025
2025-12-01 CBIZ, Inc. CBZ
low
Buy
2,060 shares
$99,931
Significance 3/10

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.

August 2025
2025-08-05 CBIZ, Inc. CBZ
medium
Buy
1,593 shares
$100,014
Significance 4/10

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.

November 2024
2024-11-15 OPENLANE, Inc. OPLN
high
Buy
4,985 shares
$99,999
Significance 6/10

CFO Brad S. Lakhia buys 4,985 shares of KAR at $20.06; holdings rise to 14,303 shares (+53.5%)

Lakhia, EVP & CFO of OPENLANE, Inc., purchased 4,985 shares at $20.06 on 2024-11-13, increasing his holdings by 53.5% to 14,303 shares total, representing a $99,999.10 investment. The purchase occurred near the company's 52-week high of $20.21 and follows strong recent momentum: the stock gained 22.8% over 30 days and 15.3% over 90 days. However, this timing deserves scrutiny given that OPENLANE reported full-year net income that was negative, despite positive current-quarter results ($28.4M net income on $448.4M revenue) and annual revenue growth of 8.3%. The CFO's significant share accumulation at an elevated valuation suggests either confidence in the turnaround trajectory or a scheduled acquisition under a trading plan; investor analysis should clarify whether this reflects management's view of sustainable profitability restoration.

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