Congress trades

CBIZ, Inc. (CBZ)

NYSE · Industrials · 7 congress trades · last filed 4 months ago

7
Congress disclosures shown
31d
Median delay on the congress disclosures
of the 45 day limit
3 buys·4 sells
Purchases and sales in the disclosures shown
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About CBIZ, Inc.

from the company's filings and listing, as of Oct 21, 2026
Exchange
NYSE
Sector
Industrials
Industry
Specialty Business Services
Chief executive
Jerome Grisko Jr.
Employees
9,500
Listed since
Apr 27, 1995
Market value
$3.0B
Price to earnings (12 mo)
22.0
Net income per share, as reported (12 mo)
$2.47
Dividend yield
-

www.cbiz.com

Earnings

6 reported quarters · next on Feb 24, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 19, 2026$1.21$1.28$702.2M$727.1MEPS missRevenue miss
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 beat, GAAPRevenue 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

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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 2, 2026
ExecutiveSalaryStock awardsOtherTotal
Jerome P. GriskoJr. PEO, CEO & President$994K$5.2M$832K$7.1M
Brad LakhiaPFO, SVP & CFO$495K$3.4M$386K$4.3M
Michael KouzelosPresident, B&I Services$595K$1.2M$284K$2.1M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 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
HolderValueSharesShares vs prior qtr% of shares out
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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Congress trades in CBZ

7 disclosures of 7 on record · median 31d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+71.3%After the saleS&P 500 +1.7% · +69.6 pts vs S&P 500Jun 30, 2026Jul 2, 20262d
Josh GottheimerJointStockPurchase$1,001 - $15,000+94.3%S&P 500 +15.3% · +78.9 pts vs S&P 500Apr 6, 2026May 19, 202643d
Josh GottheimerJointStockSale$1,001 - $15,000+88.2%After the saleS&P 500 +11.5% · +76.8 pts vs S&P 500Mar 5, 2026Apr 8, 202634d
Josh GottheimerJointStockSale$1,001 - $15,000-27.8%After the saleS&P 500 +40.0% · -67.8 pts vs S&P 500Apr 9, 2025May 14, 202535d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-25.8%S&P 500 +32.0% · -57.8 pts vs S&P 500Mar 24, 2025Apr 7, 202514d
Josh GottheimerJointStockSale$1,001 - $15,000-27.8%After the saleS&P 500 +47.6% · -75.5 pts vs S&P 500Mar 7, 2024Apr 7, 202431d
Josh GottheimerJointStockPurchase$1,001 - $15,000+9.1%S&P 500 +89.7% · -80.7 pts vs S&P 500Feb 23, 2023Mar 17, 202322d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in CBZ, filterable by party, chamber, type and account.

Members of Congress reporting a position

2 members · estimate, as of Oct 20, 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 Oct 20, 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. and 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 Oct 20, 2026. The 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 after the trade, 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 Oct 26, 2026.

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