CBIZ Company Insiders

CBZ Stock  USD 51.51  0.36  0.70%   
CBIZ employs about 10 K people. The company is managed by 35 executives with a total tenure of roughly 318 years, averaging almost 9.0 years of service per executive, having 285.71 employees per reported executive. Break down of CBIZ's management performance can provide insight into the company performance.
Steven Gerard  Chairman
Chairman, CEO and Member of Executive Management Committee
Rick Burdick  Chairman
Independent Non-Executive Vice Chairman of the Board, Lead Director

Insider Sentiment 50

 Impartial

 
Selling
 
Buying

Latest Trades

2025-08-08Rodney A YoungAcquired 2000 @ 62.43View
2025-04-09Josh GottheimerDisposed @ 76.25
2025-03-24Gilbert Ray Cisneros, Jr.Acquired @ 73.92
2025-03-06Benaree Pratt WileyDisposed 6526 @ 71.75View
Monitoring CBIZ's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.

Acquired vs Disposed

Filed vs Not Filed

Insider sentiment refers to the collective sentiment or feeling of CBIZ's insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of CBIZ Inc. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe CBIZ's stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CBIZ Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

CBIZ's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with CBIZ's future performance. Based on our forecasts, it is anticipated that CBIZ will maintain a workforce of slightly above 10000 employees by February 2026.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

CBIZ Management Team Effectiveness

The company has Return on Asset of 0.058 % which means that on every $100 spent on assets, it made $0.058 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0744 %, implying that it generated $0.0744 on every 100 dollars invested. CBIZ's management efficiency ratios could be used to measure how well CBIZ manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.04 in 2026, whereas Return On Capital Employed is likely to drop 0.02 in 2026. At this time, CBIZ's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 4.6 B in 2026, despite the fact that Other Assets are likely to grow to (200.5 M).
Common Stock Shares Outstanding is likely to rise to about 47.9 M in 2026. Net Income Applicable To Common Shares is likely to rise to about 50.8 M in 2026
CBIZ holds a total of 54.4 Million outstanding shares. The majority of CBIZ Inc outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in CBIZ Inc to benefit from reduced commissions. Therefore, institutional investors are subject to a different set of regulations than regular investors in CBIZ. Please pay attention to any change in the institutional holdings of CBIZ Inc as this could imply that something significant has changed or is about to change at the company. Also note that nearly three million seventy-three thousand six hundred eighty invesors are currently shorting CBIZ expressing very little confidence in its future performance.
 
Shares in Circulation  
First Issued
1994-03-31
Previous Quarter
63.8 M
Current Value
63.6 M
Avarage Shares Outstanding
59 M
Quarterly Volatility
22.1 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as CBIZ in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of CBIZ, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

CBIZ Workforce Comparison

CBIZ Inc is rated fifth in number of employees category among its peers. The total workforce of Industrials industry is currently estimated at about 515,790. CBIZ claims roughly 10,000 in number of employees contributing just under 2% to equities under Industrials industry.

CBIZ Profit Margins

The company has Net Profit Margin of 0.04 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.11 %, which entails that for every 100 dollars of revenue, it generated $0.11 of operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.150.12
Fairly Up
Slightly volatile
Net Profit Margin0.03060.0204
Way Up
Pretty Stable
Operating Profit Margin0.05790.0366
Way Up
Pretty Stable
Return On Assets0.00780.0083
Notably Down
Slightly volatile
Return On Equity0.01970.0207
Notably Down
Slightly volatile

CBIZ Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CBIZ insiders, such as employees or executives, is commonly permitted as long as it does not rely on CBIZ's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, CBIZ insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2025-12-01
1.0
1
1
 2,060 
 8,288 
2025-03-01
0.6897
20
29
 416,547 
 321,922 
2024-12-01
0.75
3
4
 358,368 
 367,111 
2024-03-01
0.7143
20
28
 304,015 
 187,162 
2023-12-01
0.375
3
8
 20,000 
 46,949 
2023-09-01
0.4737
9
19
 200,000 
 344,796 
2023-06-01
1.0
9
9
 41,154 
 64,873 
2023-03-01
0.9375
15
16
 526,934 
 491,748 
2022-12-01
0.5333
8
15
 151,278 
 244,705 
2022-09-01
0.125
2
16
 15,000 
 172,808 
2022-06-01
1.5
12
8
 73,200 
 138,471 
2022-03-01
0.7273
32
44
 592,502 
 468,589 
2021-09-01
0.4706
8
17
 150,000 
 171,277 
2021-06-01
0.7895
15
19
 101,011 
 217,502 
2021-03-01
0.6364
21
33
 442,504 
 666,288 
2020-12-01
0.3636
12
33
 153,000 
 334,141 
2020-09-01
0.4286
6
14
 156,000 
 122,600 
2020-06-01
0.8667
13
15
 76,072 
 80,916 
2020-03-01
0.6364
7
11
 112,251 
 135,992 
2019-12-01
0.35
21
60
 1,122,722 
 1,651,828 
2019-09-01
0.5
2
4
 91,071 
 186,071 
2019-06-01
1.5714
11
7
 84,963 
 77,684 
2019-03-01
0.625
10
16
 164,269 
 170,996 
2018-09-01
0.4091
9
22
 157,000 
 341,616 
2018-06-01
0.4545
15
33
 638,000 
 180,836 
2018-03-01
1.2727
14
11
 190,675 
 274,592 
2017-12-01
0.5
13
26
 250,053 
 453,161 
2017-09-01
0.25
1
4
 25,000 
 82,500 
2017-06-01
0.4894
23
47
 815,464 
 538,920 
2017-03-01
0.9444
17
18
 225,047 
 303,692 
2016-12-01
0.4286
9
21
 273,000 
 572,400 
2016-09-01
0.5556
10
18
 99,898 
 291,705 
2016-06-01
0.561
23
41
 680,239 
 296,806 
2016-03-01
15.0
15
1
 86,696 
 11,896 
2015-12-01
0.6667
18
27
 442,832 
 914,962 
2015-09-01
0.9167
11
12
 192,498 
 609,833 
2015-06-01
0.5946
22
37
 843,262 
 560,253 
2015-03-01
1.7143
24
14
 328,627 
 237,245 
2014-12-01
0.9375
15
16
 458,832 
 507,554 
2014-09-01
9.0
9
1
 704.32 
 10,000 
2014-06-01
0.5814
25
43
 786,102 
 247,245 
2014-03-01
1.04
26
25
 325,063 
 496,252 
2013-12-01
0.5581
24
43
 638,234 
 1,434,369 
2013-09-01
1.5
6
4
 735.27 
 15,433,336 
2013-06-01
0.6667
20
30
 771,215 
 194,599 
2013-03-01
6.5
13
2
 84,851 
 10,000 
2012-06-01
1.25
20
16
 771,288 
 146,274 
2012-03-01
6.0
12
2
 60,823 
 5,000 
2011-12-01
6.0
6
1
 847.00 
 5,000 
2011-06-01
0.5385
21
39
 772,434 
 136,699 
2011-03-01
1.0952
23
21
 148,168 
 141,107 
2010-09-01
1.5
3
2
 572.00 
 15,433,338 
2010-06-01
0.5789
11
19
 383,520 
 33,687 
2010-03-01
1.1667
14
12
 91,721 
 93,024 
2009-09-01
2.5
5
2
 50,513 
 100,000 
2009-06-01
0.8182
18
22
 391,987 
 26,173 
2009-03-01
3.5
14
4
 73,567 
 44,922 
2008-12-01
0.8889
8
9
 60,550 
 65,000 
2008-09-01
0.45
9
20
 80,513 
 133,900 
2008-06-01
1.3077
17
13
 406,567 
 5,967 
2008-03-01
5.6667
34
6
 172,758 
 17,890 
2007-12-01
0.72
18
25
 237,554 
 159,941 
2007-09-01
2.75
11
4
 79,090 
 128,491 
2007-06-01
1.1
22
20
 509,288 
 142,372 
2007-03-01
1.2857
18
14
 45,303 
 72,599 
2006-12-01
1.6667
15
9
 120,294 
 108,365 
2006-09-01
1.3636
15
11
 61,588 
 117,650 

CBIZ Notable Stakeholders

A CBIZ stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as CBIZ often face trade-offs trying to please all of them. CBIZ's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting CBIZ's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Steven GerardChairman, CEO and Member of Executive Management CommitteeProfile
Rick BurdickIndependent Non-Executive Vice Chairman of the Board, Lead DirectorProfile
John FleischerSenior Vice President, Chief Information OfficerProfile
Ware GroveChief Financial Officer, Senior Vice PresidentProfile
Jerome GriskoPresident, COO, Director and Member of Executive Management CommitteeProfile
Chris SpurioSenior Vice President and President - CBIZ’s Financial ServicesProfile
Michael KouzelosSenior Vice President and Presidentident - CBIZ Employee Services Practice GroupProfile
Chris CPAPresident GroupProfile
Brad LakhiaSenior CFOProfile
Richard MillsChief Operating Officer - Financial ServicesProfile
Joseph DiMartinoIndependent DirectorProfile
Michael DeGrooteIndependent DirectorProfile
Sherrill HudsonIndependent DirectorProfile
Todd SlotkinIndependent DirectorProfile
Gina FranceIndependent DirectorProfile
Benaree WileyIndependent DirectorProfile
Michael GleespenCorporate Secretary, General CounselProfile
Matthew MorelliSenior DevelopmentProfile
Teresa BurChief Human Resource Officer, Senior Vice PresidentProfile
Michael ManganChief OfficerProfile
Jaileah HuddlestonChief SecretaryProfile
Richard CPAChief ServicesProfile
Bruce KowalskiVice President - TaxProfile
Brian CareyVP DevelProfile
Steven JanssenManaging FloridaProfile
Mark WaxmanSenior Vice President Chief Marketing OfficerProfile
Elizabeth NewmanChief OfficerProfile
Michael CPAI ServicesProfile
Andrew DambrosioControllerProfile
Bob BatzSenior BayProfile
Richard MarabitoIndependent DirectorProfile
John CookPresident - Employee BenefitsProfile
Cynthia SobeTreasurerProfile
Donna MirandolaSenior OfficerProfile
A ShermanIndependent DirectorProfile
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About CBIZ Management Performance

The success or failure of an entity such as CBIZ Inc often depends on how effective the management is. CBIZ management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of CBIZ management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the CBIZ management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.04 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.02  0.02 
Please note, the imprecision that can be found in CBIZ's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of CBIZ Inc. Check CBIZ's Beneish M Score to see the likelihood of CBIZ's management manipulating its earnings.

CBIZ Workforce Analysis

Traditionally, organizations such as CBIZ use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare CBIZ within its industry.

CBIZ Manpower Efficiency

Return on CBIZ Manpower

Revenue Per Employee181.3K
Revenue Per Executive51.8M
Net Income Per Employee4.1K
Net Income Per Executive1.2M
Working Capital Per Employee13K
Working Capital Per Executive3.7M

Additional Tools for CBIZ Stock Analysis

When running CBIZ's price analysis, check to measure CBIZ's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CBIZ is operating at the current time. Most of CBIZ's value examination focuses on studying past and present price action to predict the probability of CBIZ's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CBIZ's price. Additionally, you may evaluate how the addition of CBIZ to your portfolios can decrease your overall portfolio volatility.