CBIZ INC

$CBZ

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Institutional coverage

8 13F filers hold $CBZ.

13F holders

8

Insider buys · 90d

0

Congress · 90d

0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $CBZ. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 8 of 8 · Source: 13F-HR

Vanguard Group Inc.

Tudor Investment Corp. Et Al

0.03% of portfolio

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Bridgewater Associates

Insider activity · last 90 days

48 transactions · 13 filers

05 Aug 2026

· EX/ACQ

—

—

M

05 Aug 2026

· F

—

—

F

05 Aug 2026

· EX/ACQ

—

—

M

15 May 2026

France Gina D —

· GRANT

6,051

—

A

15 May 2026

Sherman A Haag —

· GRANT

6,051

—

A

15 May 2026

Slotkin Todd J —

· GRANT

6,051

—

A

15 May 2026

Young Rodney A —

· GRANT

6,051

—

A

15 May 2026

Marabito Richard T —

· GRANT

6,051

—

A

15 May 2026

Burdick Rick L —

· GRANT

6,051

—

A

15 May 2026

Raffa Kathy A —

· GRANT

6,051

—

A

17 Mar 2026

Lakhia Brad S. —

· F

1,647

$26.49

F

13 Mar 2026

Grisko Jerome P —

· G

38,595

—

G

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

2 disclosures · STOCK Act

Josh Gottheimer

House · New Jersey · Traded Apr 6

BOUGHT

$CBZCBIZ, Inc. Common Stock

$1K–$15K

May 19STOCK

Josh Gottheimer

House · New Jersey · Traded Mar 5

SOLD

$CBZCBIZ, Inc. Common Stock

$1K–$15K

Apr 8STOCK

Convergence · $CBZ

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 17:13 UTC.