Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBIZ, Inc.CBZ · Entity 4243 | Senior Vice President & CFO | September 17, 2026 | September 21, 2026 |
| OPENLANE, Inc.KAR · Entity 4015 | EVP & CFO | November 13, 2024 | November 15, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CBIZ, Inc.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,019.9545 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 5,813 · Balance 141,019.9545 F1: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025.
OPENLANE, Inc.
Report date November 13, 2024 · Filed November 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,303 |
Reported balance
After 2024-11-13 transaction · row 1
1 source rowRow 1 · 2024-11-13 · Purchase · Acquired 4,985 · Balance 14,303 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 20:43 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 5,813 | $54.60 | $317,389.80 |
DisclosureSEC source: 0000944148-26-000101 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,019.9545 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 21:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Tax withholdingCommon Stock | 1,647 | $26.49 | $43,629.03 |
DisclosureSEC source: 0000944148-26-000063 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,832.9545 F1 · shares: Represents shares withheld for taxes upon the vesting of previously reported restricted stock units granted on March 17, 2025. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:50 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 12,775 | $25.97 | $331,719.48 |
DisclosureSEC source: 0000944148-26-000061 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,479.9545 F1 · balance_after: Includes 1,154.9545 shares acquired through the Company's 2007 Employee Stock Purchase Plan. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 28,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000049 · form4.xml · nonDerivative · entry 2 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,550 F2 · kind: On March 6, 2026, the reporting person was granted 28,025 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:18 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 65,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000944148-26-000049 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,525 F1 · kind: On March 6, 2026, the reporting person was granted 65,941 restricted stock units, vesting in full on the second anniversary of the grant date, subject to the reporting person's continued employment with the issuer through such date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:37 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 2,060 | $48.51 | $99,930.60 |
DisclosureSEC source: 0000944148-25-000030 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,584 Read SEC document |
| August 04, 2025 Filed Aug 5, 2025 20:34 UTC | CBIZ, Inc. CBZ · Entity 4243 | PurchaseCommon Stock | 1,593 | $62.78 | $100,013.96 |
DisclosureSEC source: 0001127602-25-020081 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,524 Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 11,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010046 · form4.xml · nonDerivative · entry 2 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,931 F2 · kind: On March 17, 2025, the reporting person was granted 11,014 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 25,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010046 · form4.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · Senior Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,917 F1 · kind: On March 17, 2025, the reporting person was granted 25,917 restricted stock units, vesting in two equal installments on each of the eighteen-month anniversary of the grant date and the third anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 16:07 UTC | OPENLANE, Inc. KAR · Entity 4015 | PurchaseCommon Stock | 4,985 | $20.06 | $99,999.10 |
DisclosureSEC source: 0001395942-24-000077 · wk-form4_1731686818.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,303 Read SEC document |
| May 05, 2024 Filed May 6, 2024 21:45 UTC | OPENLANE, Inc. KAR · Entity 4015 | Exercise / conversionRestricted Stock Units · Derivative | 13,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001395942-24-000028 · wk-form4_1715031894.xml · derivative · entry 3 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,487 Underlying: Common Stock · 13,486 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F4 · derivative.exercise_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-half of these restricted stock units vested on May 5, 2024 and the remaining one-half of these restricted stock units vest on May 5, 2025, assuming continued employment through the applicable vesting date. F4 · derivative.expiration_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-half of these restricted stock units vested on May 5, 2024 and the remaining one-half of these restricted stock units vest on May 5, 2025, assuming continued employment through the applicable vesting date. Read SEC document |
| May 05, 2024 Filed May 6, 2024 21:45 UTC | OPENLANE, Inc. KAR · Entity 4015 | Tax withholdingCommon Stock | 4,168 | $17.69 | $73,731.92 |
DisclosureSEC source: 0001395942-24-000028 · wk-form4_1715031894.xml · nonDerivative · entry 2 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,318 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| May 05, 2024 Filed May 6, 2024 21:45 UTC | OPENLANE, Inc. KAR · Entity 4015 | Exercise / conversionCommon Stock | 13,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001395942-24-000028 · wk-form4_1715031894.xml · nonDerivative · entry 1 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested in common stock on May 5, 2024. Read SEC document |
| May 05, 2023 Filed May 9, 2023 13:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | GrantRestricted Stock Units · Derivative | 26,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001395942-23-000050 · wf-form4_168363960085289.xml · derivative · entry 3 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,973 Underlying: Common Stock · 26,973 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F4 · derivative.exercise_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-half of these restricted stock units vest on May 5, 2024 and the remaining one-half of these restricted stock units vest on May 5, 2025, assuming continued employment through the applicable vesting date. F4 · derivative.expiration_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-half of these restricted stock units vest on May 5, 2024 and the remaining one-half of these restricted stock units vest on May 5, 2025, assuming continued employment through the applicable vesting date. Read SEC document |
| May 05, 2023 Filed May 9, 2023 13:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | GrantEmployee Stock Option (right to buy) · Derivative | 212,886 | $0.00 Strike: $14.83 | $0.00 |
DisclosureSEC source: 0001395942-23-000050 · wf-form4_168363960085289.xml · derivative · entry 2 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,886 Underlying: Common Stock · 212,886 shares Expires 2033-05-05 F2 · derivative.exercise_date: These options were granted on May 5, 2023 and will become eligible to vest and become exercisable in equal 25% increments, each upon the later of the occurrence of the first four anniversaries of the grant date, respectively, and the attainment of the closing price of the Company's common stock at or above, for each respective 25% increment, $19.83, $24.83, $29.83, and $34.83, for twenty consecutive trading days, subject to continued employment through such vesting date. Read SEC document |
| May 05, 2023 Filed May 9, 2023 13:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | GrantEmployee Stock Option (right to buy) · Derivative | 53,222 | $0.00 Strike: $14.83 | $0.00 |
DisclosureSEC source: 0001395942-23-000050 · wf-form4_168363960085289.xml · derivative · entry 1 Lakhia Brad S. · CIK 0001615728 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,222 Underlying: Common Stock · 53,222 shares Expires 2033-05-05 F1 · derivative.exercise_date: These options were granted on May 5, 2023 and will vest and become exercisable in equal installments on each of the first four anniversaries of the grant date, subject to continued employment through such vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.