Congress trades

CBIZ, Inc. (CBZ)

NYSE · Industrials · 7 congress trades · last filed 2 months ago

7
Congress disclosures shown
31d
Median delay on the congress disclosures
of the 45 day limit
3/4
Purchases and sales in the disclosures shown

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
-

www.cbiz.com

Earnings

6 reported quarters · next on Nov 4, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$0.91$0.72$682.2M$698.0MEPS beatRevenue miss
Q1 FY2026reported Apr 29, 2026$2.50$2.28$848.6M$853.5MEPS beatRevenue in line
Q4 FY2025reported Feb 25, 2026-$0.70-$0.66$542.7M$578.0MEPS missRevenue miss
Q3 FY2025reported Oct 29, 2025$1.01$0.94$693.8M$578.0MEPS beatRevenue beat
Q2 FY2025reported Jul 30, 2025$0.95$0.84$683.5M$726.9MEPS beatRevenue miss
Q1 FY2025reported Apr 24, 2025$2.29$2.13$838.0M$707.4MEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesChangeOf company
FMR LLC$258.2M8,047,282+7.1%13.52%
Blackrock, Inc.$159.5M4,971,786+30.4%8.36%
Bank Of Montreal$110.8M3,453,723-1.5%5.80%
22C Capital LLC$102.7M3,202,2670.0%5.38%
Vanguard Capital Management LLC$72.5M2,259,967+5.3%3.80%
Vanguard Portfolio Management LLC$72.3M2,253,744+8.7%3.79%
Morgan Stanley$47.9M1,492,737-25.7%2.51%
Geode Capital Management, LLC$40.3M1,257,357+8.5%2.11%
State Street Corp$39.9M1,244,553+8.1%2.09%
P2 Capital Partners, LLC$36.5M1,136,974-0.3%1.91%
Bloombergsen Inc.$34.3M1,068,306+7.5%1.80%
Royce & Associates LP$31.8M992,770+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.

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Congress trades in CBZ

7 disclosures of 7 on record · median 31d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+70.2%S&P +2.1% · vs S&P 500 +68.2%Jun 30, 2026Jul 2, 20262d
Josh GottheimerJointStockPurchase$1,001 - $15,000+93.1%S&P +15.7% · vs S&P 500 +77.4%Apr 6, 2026May 19, 202643d
Josh GottheimerJointStockSale$1,001 - $15,000+87.1%S&P +11.8% · vs S&P 500 +75.3%Mar 5, 2026Apr 8, 202634d
Josh GottheimerJointStockSale$1,001 - $15,000-28.3%S&P +40.4% · vs S&P 500 -68.7%Apr 9, 2025May 14, 202535d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-26.2%S&P +32.4% · vs S&P 500 -58.6%Mar 24, 2025Apr 7, 202514d
Josh GottheimerJointStockSale$1,001 - $15,000-28.3%S&P +48.1% · vs S&P 500 -76.4%Mar 7, 2024Apr 7, 202431d
Josh GottheimerJointStockPurchase$1,001 - $15,000+8.4%S&P +90.4% · vs S&P 500 -81.9%Feb 23, 2023Mar 17, 202322d

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, 2026

2 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Josh GottheimerDemocrat · 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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

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