🕵️ CBIZ, Inc. ($CBZ)
SEC insider & ownership activity, last 12 months · CIK 944148 · every row links its SEC filing
Over the last 12 months insiders sold $885K against $683K of open-market buying. Benaree Wiley sold $885K in discretionary trades (Dec–Mar). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
2 buyers, $683K (5 lots) · 1 seller, $885K (2 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Benaree Wiley | 0 | – | 2 | $885K | Mar 10, 2026 |
| Brad S. Lakhia | 3 | $532K | 0 | – | Mar 13, 2026 |
| Rodney A. Young | 2 | $151K | 0 | – | Mar 13, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| FMR LLC | 15.0% | 13G | May 6, 2026 | filing ↗ | |
| Abigail P. Johnson | 15.0% | 13G | May 6, 2026 | filing ↗ | |
| Bank of Montreal | 6.4% | 13G | May 13, 2026 | filing ↗ | |
| 1001271606 Ontario Inc | 6.4% | 13G | May 13, 2026 | filing ↗ | |
| Burgundy Asset Management, Inc. | 6.4% | 13G | May 13, 2026 | filing ↗ | |
| 22C Capital LLC | 5.2% | 13G | May 8, 2025 | filing ↗ | |
| Eric J. Edell | 5.2% | 13G | May 8, 2025 | filing ↗ | |
| Winn David Randall | 5.2% | 13G | May 8, 2025 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Benaree Wiley | $524K | Mar 10, 2026 | filing ↗ |
| Wiley Benaree Pratt | $403K | Dec 2, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 29, 2026 | filing ↗ |
| Other events (8.01) | Jul 28, 2026 | filing ↗ |
| Material agreement (1.01) | Jul 28, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jul 28, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 28, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 14, 2026 | filing ↗ |
| Earnings (2.02) | Apr 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 29, 2026 | filing ↗ |
| Earnings (2.02) | Feb 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 25, 2026 | filing ↗ |
| Other events (8.01) | Feb 11, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 14, 2026 | filing ↗ |
| Charter/bylaw changes (5.03) | Nov 12, 2025 | filing ↗ |
| Other events (8.01) | Nov 12, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 12, 2025 | filing ↗ |
| Earnings (2.02) | Oct 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 29, 2025 | filing ↗ |
| Earnings (2.02) | Jul 30, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 30, 2025 | filing ↗ |