Lakhia Brad S.

Track

Insider profile

Performance

Overall performance
2.3
Performance over holding periods
2.3
30 days 90 days 120 days
Average return 3% 8.2% 15.1%
Success rate 67% 68% 82%
Transactions
3 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Lakhia Brad S.'s trades of CBIZ Inc's stock


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-17 2026-03-13
US CBIZ Inc (CBZ)
PP Planned purchase
70,399 +21.0%
466.89
US$3,158,957 		70,399 +21.0% 466.89 US$3,158,957
2025-12-01 2025-11-26
US CBIZ Inc (CBZ)
B Purchase
46,363 +13.4%
63.25
US$2,219,744 		46,363 +13.4% 63.25 US$2,219,744
2025-08-05 2025-08-04
US CBIZ Inc (CBZ)
B Purchase
40,959 -15.5%
242.60
US$1,344,635 		40,959 -15.5% 242.60 US$1,344,635
2024-11-15 2024-11-13
US Openlane Inc (OPLN)
B Purchase
4,985 +53.5%
20.06
US$99,999 		4,985 +53.5% 20.06 US$99,999