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
| 2025-08-08 | Rodney A Young | Acquired 2000 @ 62.43 | View | ||
| 2025-04-09 | Josh Gottheimer | Disposed @ 76.25 | |||
| 2025-03-24 | Gilbert Ray Cisneros, Jr. | Acquired @ 73.92 | |||
| 2025-03-06 | Benaree Pratt Wiley | Disposed 6526 @ 71.75 | View |
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.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 2026CBIZ 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 |
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 Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.15 | 0.12 |
|
| |||||
| Net Profit Margin | 0.0306 | 0.0204 |
|
| |||||
| Operating Profit Margin | 0.0579 | 0.0366 |
|
| |||||
| Return On Assets | 0.0078 | 0.0083 |
|
| |||||
| Return On Equity | 0.0197 | 0.0207 |
|
|
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.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total 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 Gerard | Chairman, CEO and Member of Executive Management Committee | Profile | |
| Rick Burdick | Independent Non-Executive Vice Chairman of the Board, Lead Director | Profile | |
| John Fleischer | Senior Vice President, Chief Information Officer | Profile | |
| Ware Grove | Chief Financial Officer, Senior Vice President | Profile | |
| Jerome Grisko | President, COO, Director and Member of Executive Management Committee | Profile | |
| Chris Spurio | Senior Vice President and President - CBIZ’s Financial Services | Profile | |
| Michael Kouzelos | Senior Vice President and Presidentident - CBIZ Employee Services Practice Group | Profile | |
| Chris CPA | President Group | Profile | |
| Brad Lakhia | Senior CFO | Profile | |
| Richard Mills | Chief Operating Officer - Financial Services | Profile | |
| Joseph DiMartino | Independent Director | Profile | |
| Michael DeGroote | Independent Director | Profile | |
| Sherrill Hudson | Independent Director | Profile | |
| Todd Slotkin | Independent Director | Profile | |
| Gina France | Independent Director | Profile | |
| Benaree Wiley | Independent Director | Profile | |
| Michael Gleespen | Corporate Secretary, General Counsel | Profile | |
| Matthew Morelli | Senior Development | Profile | |
| Teresa Bur | Chief Human Resource Officer, Senior Vice President | Profile | |
| Michael Mangan | Chief Officer | Profile | |
| Jaileah Huddleston | Chief Secretary | Profile | |
| Richard CPA | Chief Services | Profile | |
| Bruce Kowalski | Vice President - Tax | Profile | |
| Brian Carey | VP Devel | Profile | |
| Steven Janssen | Managing Florida | Profile | |
| Mark Waxman | Senior Vice President Chief Marketing Officer | Profile | |
| Elizabeth Newman | Chief Officer | Profile | |
| Michael CPA | I Services | Profile | |
| Andrew Dambrosio | Controller | Profile | |
| Bob Batz | Senior Bay | Profile | |
| Richard Marabito | Independent Director | Profile | |
| John Cook | President - Employee Benefits | Profile | |
| Cynthia Sobe | Treasurer | Profile | |
| Donna Mirandola | Senior Officer | Profile | |
| A Sherman | Independent Director | Profile |
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 Reported | Projected 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 Employee | 181.3K | |
| Revenue Per Executive | 51.8M | |
| Net Income Per Employee | 4.1K | |
| Net Income Per Executive | 1.2M | |
| Working Capital Per Employee | 13K | |
| Working Capital Per Executive | 3.7M |
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.