GERARD STEVEN L

Track

Insider profile

Performance

Overall performance
3.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 25% 68% 82%
Transactions
18 33% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 434%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
GERARD STEVEN L's trades of CBIZ Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
407.34
Quantity 18,698 +28.6%
Value US$3,385,494
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
140.92
Quantity 13,889 +25.3%
Value US$1,502,817
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
406.22
Quantity 14,561 +9.9%
Value US$4,385,750
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
31.25
Quantity 7,083 -2.1%
Value US$221,326
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.99
Quantity 34,657 -9.6%
Value US$1,074,128
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.85
Quantity 33,348 -9.3%
Value US$1,028,919
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.46
Quantity 26,277 -7.4%
Value US$800,290
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.66
Quantity 36,045 -9.9%
Value US$1,105,295
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.74
Quantity 22,493 -6.4%
Value US$691,523
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
30.31
Quantity 20,097 -5.8%
Value US$609,056
Transaction date
Purchase
Price
39.94
Quantity 1,000 +19.6%
Value US$39,940
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
26.82
Quantity 60,000 -15.8%
Value US$1,609,008
US CBIZ Inc (CBZ)
Transaction date
Sale
Price
23.10
Quantity 70,000 -20.9%
Value US$1,617,000
US CBIZ Inc (CBZ)
Transaction date
Purchase
Price
4.64
Quantity 54 +0.2%
Value US$250
US CBIZ Inc (CBZ)
Transaction date
Purchase
Price
4.19
Quantity 60 +0.2%
Value US$250
US CBIZ Inc (CBZ)
Transaction date
Purchase
Price
4.31
Quantity 58 +0.2%
Value US$250
US CBIZ Inc (CBZ)
Transaction date
Purchase
Price
4.24
Quantity 59 +0.2%
Value US$250
US CBIZ Inc (CBZ)
Transaction date
Purchase
Price
4.27
Quantity 59 +0.4%
Value US$250
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2021-05-27 2021-05-25
US CBIZ Inc (CBZ)
S Sale
18,698 +28.6%
407.34
US$3,385,494 		18,698 +28.6% 407.34 US$3,385,494
2021-05-25 2021-05-24
US CBIZ Inc (CBZ)
S Sale
13,889 +25.3%
140.92
US$1,502,817 		13,889 +25.3% 140.92 US$1,502,817
2021-05-25 2021-05-21
US CBIZ Inc (CBZ)
S Sale
14,561 +9.9%
406.22
US$4,385,750 		14,561 +9.9% 406.22 US$4,385,750
2021-03-05 2021-03-03
US CBIZ Inc (CBZ)
S Sale
7,083 -2.1%
31.25
US$221,326 		7,083 -2.1% 31.25 US$221,326
2021-03-03 2021-03-02
US CBIZ Inc (CBZ)
S Sale
34,657 -9.6%
30.99
US$1,074,128 		34,657 -9.6% 30.99 US$1,074,128
2021-03-03 2021-03-01
US CBIZ Inc (CBZ)
S Sale
33,348 -9.3%
30.85
US$1,028,919 		33,348 -9.3% 30.85 US$1,028,919
2021-03-01 2021-02-26
US CBIZ Inc (CBZ)
S Sale
26,277 -7.4%
30.46
US$800,290 		26,277 -7.4% 30.46 US$800,290
2021-03-01 2021-02-25
US CBIZ Inc (CBZ)
S Sale
36,045 -9.9%
30.66
US$1,105,295 		36,045 -9.9% 30.66 US$1,105,295
2021-02-25 2021-02-24
US CBIZ Inc (CBZ)
S Sale
22,493 -6.4%
30.74
US$691,523 		22,493 -6.4% 30.74 US$691,523
2021-02-25 2021-02-23
US CBIZ Inc (CBZ)
S Sale
20,097 -5.8%
30.31
US$609,056 		20,097 -5.8% 30.31 US$609,056
2020-03-11 2020-03-09
B Purchase
1,000 +19.6%
39.94
US$39,940 		1,000 +19.6% 39.94 US$39,940
2020-03-05 2020-03-03
US CBIZ Inc (CBZ)
S Sale
60,000 -15.8%
26.82
US$1,609,008 		60,000 -15.8% 26.82 US$1,609,008
2019-09-13 2019-09-11
US CBIZ Inc (CBZ)
S Sale
70,000 -20.9%
23.10
US$1,617,000 		70,000 -20.9% 23.10 US$1,617,000
2004-10-20 2004-10-18
US CBIZ Inc (CBZ)
B Purchase
54 +0.2%
4.64
US$250 		54 +0.2% 4.64 US$250
2004-07-20 2004-07-19
US CBIZ Inc (CBZ)
B Purchase
60 +0.2%
4.19
US$250 		60 +0.2% 4.19 US$250
2004-07-06 2004-07-02
US CBIZ Inc (CBZ)
B Purchase
58 +0.2%
4.31
US$250 		58 +0.2% 4.31 US$250
2004-05-19 2004-05-17
US CBIZ Inc (CBZ)
B Purchase
59 +0.2%
4.24
US$250 		59 +0.2% 4.24 US$250
2004-05-05 2004-05-03
US CBIZ Inc (CBZ)
B Purchase
59 +0.4%
4.27
US$250 		59 +0.4% 4.27 US$250