Transaction · 0000944148-26-000125

Lakhia Brad S.

Lakhia Brad S., SVP, CFO, reported a transaction classified as return at CBIZ, Inc. involving 141019.954500 shares. Reported holdings after the transaction were 0.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

returnSEC transaction code DSVP, CFO
CBZCBIZ, Inc.
Trade date
Nov 02, 2026
Filing date
Nov 02, 2026
View on SEC Insider profile
Disclosed valueUnknownShares × reported price
Shares traded141kPrice unknown
Holdings after0Direct
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Calculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Filing warnings

Notes recorded with this filing
1 warning
missing priceThe filing did not provide a usable price per share.

CBZ price since this filing

Daily closing prices, with the filing date and available return windows
CBZ · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -0.2%1w ago +0.1%1d ago +0.0%
Returns since7d30d90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
return
Code D
Identifier
0000944148-26-000125
Common Stock
Transaction date
Nov 02, 2026
Filed Nov 02, 2026, 09:59 PM · 0d delay
Shares
141,019.9545 sh
Price unknown
Estimated value
—
Computed from shares × price
Holdings after
0 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
Filing-only score

+2 points

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • timely_filing+4 points

    reporting_delay_days = 0

    Filing reported within two business days of the transaction.
  • missing_price-8 points

    price_cents is null

    Missing price reduces confidence in value-based signals.
Missing facts
  • price_cents
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Senior Vice President & CFO

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 28, 2026, by and among the Issuer, Viking ParentCo, Inc., ("Parent"), and Viking MergerCo, Inc. ("M…

  2. F2

    Pursuant to the Merger Agreement, at the effective time of the merger (the "Effective Time"), each outstanding share of common stock, par value $0.01 per share, of the Issuer was canceled and converte…

  3. F3

    At the Effective Time, each unvested RSU held by the reporting person was canceled and converted into a replacement cash-settled RSU award representing the right to receive $55.00 in cash for each und…

Original filing · 0000944148-26-000125
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0 other transactions

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Recent company activity

0 recent txs

CBZ