Lakhia Brad S.
SEC insider (Form 3/4/5 filer). CIK 0001615728. Senior Vice President & CFO at CBIZ, Inc. (CBZ) and 1 other issuer. 10 reported Form 4/5 transactions since Sep 2024; latest on Sep 17, 2026. Located in INDEPENDENCE, OH.
Companies Lakhia Brad S. has filed insider reports for
- CBIZ, Inc. (CBZ): Officer, Senior Vice President & CFO
- OPENLANE, Inc. (KAR): Officer, EVP & CFO
Lakhia Brad S.
CIK: 0001615728
Transaction Breakdown
Open Market Buys (P)4 (40.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)4 (40.0%)
Compensation grants
Other (G, F, J, C, D, …)2 (20.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (10 total)
- Sep 17, 2026CBZ
CBIZ, Inc.
Tax PaymentDirect5.8K shares at avg. $54.60$317K - Mar 17, 2026CBZ
CBIZ, Inc.
Tax PaymentDirect1.6K shares at avg. $26.49$44K - Mar 13, 2026CBZ
CBIZ, Inc.
PurchaseDirect12.8K shares at avg. $25.97$332K - Mar 6, 2026CBZ
CBIZ, Inc.
AwardDirect65.9K shares- - Mar 6, 2026CBZ
CBIZ, Inc.
AwardDirect28K shares- - Nov 26, 2025CBZ
CBIZ, Inc.
PurchaseDirect2.1K shares at avg. $48.51$100K - Aug 4, 2025CBZ
CBIZ, Inc.
PurchaseDirect1.6K shares at avg. $62.78$100K - Mar 17, 2025CBZ
CBIZ, Inc.
AwardDirect11K shares- - Mar 17, 2025CBZ
CBIZ, Inc.
AwardDirect25.9K shares- - Nov 13, 2024KAR
OPENLANE, Inc.
PurchaseDirect5K shares at avg. $20.06$100K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 17, 2026 |  CBZ CBIZ, Inc. | Tax Payment | 5,813 | $54.60 | $317,390 | Direct |
| Mar 17, 2026 | CBZ CBIZ, Inc. | Tax Payment | 1,647 | $26.49 | $43,629 | Direct |
| Mar 13, 2026 | CBZ CBIZ, Inc. | Purchase | 12,775 | $25.97 | $331,719 | Direct |
| Mar 6, 2026 | CBZ CBIZ, Inc. | Award | 65,941 | - | $0 | Direct |
| Mar 6, 2026 | CBZ CBIZ, Inc. | Award | 28,025 | - | $0 | Direct |
| Nov 26, 2025 | CBZ CBIZ, Inc. | Purchase | 2,060 | $48.51 | $99,931 | Direct |
| Aug 4, 2025 | CBZ CBIZ, Inc. | Purchase | 1,593 | $62.78 | $100,014 | Direct |
| Mar 17, 2025 | CBZ CBIZ, Inc. | Award | 11,014 | - | - | Direct |
| Mar 17, 2025 | CBZ CBIZ, Inc. | Award | 25,917 | - | - | Direct |
| Nov 13, 2024 |  KAR OPENLANE, Inc. | Purchase | 4,985 | $20.06 | $99,999 | Direct |
1-10 of 10 transactions