Steven L. Gerard is Director at CBIZ, Inc. (CBZ). They have made 168 open-market trades across 7 companies since 2006, most recently 2022-02-28.
CIK 0001007190
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
128 open-market purchases totalling $206K since 2006, against 40 sales. Across 114 scored buys the stock is down 0.0% at ninety days, and 0.5 points behind the S&P over the same stretch.
114 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 1% | 1% |
| Avg Move | -1.3% | -0.3% | -0.0% |
| Alpha | +4.5% | -0.6% | -0.5% |
| Scored | 114 | 114 | 114 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CBZ | SELL | 2021-05-25 | 2021-05-27 | $33.09 | $1.1M | -1.8% | -2.0% | -1.2% |
| CBZ | SELL | 2021-05-21 | 2021-05-25 | $33.73 | $2.0M | -0.3% | +1.6% | +2.1% |
| CBZ | SELL | 2021-03-03 | 2021-03-05 | $31.25 | $443K | +0.5% | +2.8% | +0.6% |
| CBZ | SELL | 2021-03-01 | 2021-03-03 | $30.92 | $4.2M | +6.0% | +6.1% | +6.2% |
| CBZ | SELL | 2021-02-25 | 2021-03-01 | $30.58 | $3.8M | +7.2% | +5.5% | +8.6% |
| CBZ | SELL | 2021-02-23 | 2021-02-25 | $30.54 | $2.6M | +6.6% | +5.0% | +6.6% |
| AN | BUY | 2020-03-09 | 2020-03-11 | $39.94 | $40K | -24.9% | -9.7% | +20.2% |
| CBZ | SELL | 2020-03-03 | 2020-03-05 | $26.82 | $1.6M | -17.9% | -15.5% | -5.5% |
| CBZ | SELL | 2019-12-06 | 2019-12-10 | $27.10 | $1.7M | +3.9% | +0.2% | -9.8% |
| CBZ | SELL | 2019-09-11 | 2019-09-13 | $23.10 | $1.6M | +3.1% | +1.4% | +16.2% |
| CBZ | SELL | 2018-04-27 | 2018-05-01 | $18.96 | $19K | +4.0% | +9.8% | +17.0% |
| LEN | SELL | 2018-04-06 | 2018-04-09 | $62.98 | $157K | -9.7% | -13.0% | -11.3% |
| CBZ | SELL | 2018-02-21 | 2018-02-23 | $18.15 | $3.7M | +3.5% | +0.8% | +11.4% |
| CBZ | SELL | 2017-12-15 | 2017-12-19 | $15.03 | $794K | +4.7% | +10.0% | +27.0% |
| CBZ | SELL | 2017-12-12 | 2017-12-14 | $15.03 | $625K | +4.1% | +11.1% | +27.7% |
| CBZ | SELL | 2017-12-08 | 2017-12-12 | $15.00 | $148K | +2.7% | +10.7% | +28.8% |
| CBZ | SELL | 2017-05-11 | 2017-05-15 | $15.33 | $1.6M | -1.6% | +0.7% | -2.6% |
| CBZ | SELL | 2017-05-10 | 2017-05-11 | $15.50 | $31K | -1.0% | +0.0% | -5.2% |
| CBZ | SELL | 2017-05-08 | 2017-05-10 | $15.59 | $699K | -1.6% | +0.7% | -4.9% |
| CBZ | SELL | 2017-05-04 | 2017-05-08 | $15.63 | $1.4M | -2.9% | -2.9% | -4.9% |
| CBZ | SELL | 2017-05-02 | 2017-05-04 | $15.53 | $225K | -1.0% | -4.8% | -6.1% |
| LEN | SELL | 2017-02-14 | 2017-02-15 | $46.07 | $202K | +4.3% | +12.9% | +9.9% |
| CBZ | SELL | 2016-11-10 | 2016-11-14 | $11.26 | $2.0M | +6.8% | +15.4% | +12.0% |
| CBZ | SELL | 2016-09-08 | 2016-09-09 | $11.70 | $519K | -1.8% | -2.5% | +17.2% |
| CBZ | SELL | 2016-08-30 | 2016-08-31 | $11.35 | $525K | -1.1% | -0.5% | +12.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| CBIZ |
| 505,241 |
| — |
| Total | $22.9M |
Shares reported on the most recent Form 4, priced at the 2022-03-01 close. 3 holdings could not be priced and are excluded from the total.