Brad S. Lakhia is President & CFO +1 at CBIZ, Inc. (CBZ). They have made 5 open-market trades across 3 companies since 2015, most recently 2026-09-17.
CIK 0001615728
4 open-market purchases totalling $1.3M since 2024, against 1 sale. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| CBZ | 141,019 | $7.7M |
| KAR | 14,303 | $442K |
| TSO | 2,218 | $221K |
| Total | $8.4M |
Shares reported on the most recent Form 4, priced at the 2026-09-21 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CBZ | BUY | 2026-03-13 | 2026-03-17 | $25.97 | $663K | -3.9% | +11.8% | +24.5% |
| CBZ | BUY | 2025-11-26 | 2025-12-01 | $48.51 | $200K | +8.4% | +1.8% | -41.9% |
| CBZ | BUY | 2025-08-04 | 2025-08-05 | $62.78 | $200K | -2.1% | -5.9% | -13.5% |
| KAR | BUY | 2024-11-13 | 2024-11-15 | $20.06 | $200K | +1.4% | +4.6% | +3.6% |
| TSO | SELL | 2015-11-02 | 2015-11-02 | $111.05 | $101K | -12.3% | +2.2% | -16.3% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.