
Congress trades
CBIZ, Inc. (CBZ)
NYSE · Industrials · 7 congress trades · last filed 2 months ago
About CBIZ, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Specialty Business Services
- Chief executive
- Jerome Grisko Jr.
- Employees
- 9,500
- Listed since
- Apr 27, 1995
- Market value
- $2.9B
- Price to earnings
- 24.9
- Earnings per share
- $2.20
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $0.91 | $0.72 | $682.2M | $698.0M | EPS beatRevenue miss |
| Q1 FY2026reported Apr 29, 2026 | $2.50 | $2.28 | $848.6M | $853.5M | EPS beatRevenue in line |
| Q4 FY2025reported Feb 25, 2026 | -$0.70 | -$0.66 | $542.7M | $578.0M | EPS missRevenue miss |
| Q3 FY2025reported Oct 29, 2025 | $1.01 | $0.94 | $693.8M | $578.0M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $0.95 | $0.84 | $683.5M | $726.9M | EPS beatRevenue miss |
| Q1 FY2025reported Apr 24, 2025 | $2.29 | $2.13 | $838.0M | $707.4M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Jerome P. GriskoJr. PEO, CEO & President | $994K | $5.2M | $832K | $7.1M |
| Brad Lakhia PFOSVP & CFO | $495K | $3.4M | $386K | $4.3M |
| Michael KouzelosPresident, B&I Services | $595K | $1.2M | $284K | $2.1M |
The summary compensation table from the 2025 proxy statement, current executives only. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| FMR LLC | $258.2M | 8,047,282 | +7.1% | 13.52% |
| Blackrock, Inc. | $159.5M | 4,971,786 | +30.4% | 8.36% |
| Bank Of Montreal | $110.8M | 3,453,723 | -1.5% | 5.80% |
| 22C Capital LLC | $102.7M | 3,202,267 | 0.0% | 5.38% |
| Vanguard Capital Management LLC | $72.5M | 2,259,967 | +5.3% | 3.80% |
| Vanguard Portfolio Management LLC | $72.3M | 2,253,744 | +8.7% | 3.79% |
| Morgan Stanley | $47.9M | 1,492,737 | -25.7% | 2.51% |
| Geode Capital Management, LLC | $40.3M | 1,257,357 | +8.5% | 2.11% |
| State Street Corp | $39.9M | 1,244,553 | +8.1% | 2.09% |
| P2 Capital Partners, LLC | $36.5M | 1,136,974 | -0.3% | 1.91% |
| Bloombergsen Inc. | $34.3M | 1,068,306 | +7.5% | 1.80% |
| Royce & Associates LP | $31.8M | 992,770 | +20.2% | 1.67% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in CBZ
7 disclosures of 7 on record · median 31d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +70.2%S&P +2.1% · vs S&P 500 +68.2% | Jun 30, 2026 | Jul 2, 2026 | 2d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +93.1%S&P +15.7% · vs S&P 500 +77.4% | Apr 6, 2026 | May 19, 2026 | 43d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +87.1%S&P +11.8% · vs S&P 500 +75.3% | Mar 5, 2026 | Apr 8, 2026 | 34d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -28.3%S&P +40.4% · vs S&P 500 -68.7% | Apr 9, 2025 | May 14, 2025 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -26.2%S&P +32.4% · vs S&P 500 -58.6% | Mar 24, 2025 | Apr 7, 2025 | 14d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -28.3%S&P +48.1% · vs S&P 500 -76.4% | Mar 7, 2024 | Apr 7, 2024 | 31d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +8.4%S&P +90.4% · vs S&P 500 -81.9% | Feb 23, 2023 | Mar 17, 2023 | 22d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded CBZ?
Gilbert Ray Cisneros, Jr., Josh Gottheimer disclosed CBZ transactions in the filings shown here.
Which members of Congress hold CBZ?
2 members of Congress report a position in CBZ in the estimate we hold as of Sep 10, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are CBZ trades disclosed?
Congressional disclosures took a median of 31 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
