Lakhia Brad S.

Officer · CBZ

As of 2026-09-16, Lakhia Brad S. has 8 Form 4 transactions on record across 1 company — 5 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $8.0MIndirect: $0$8.0Mas of 2026-09-16
  • Direct $8.0M
  • Indirect $0
CBZdirect146,833 sh$8.0M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CBZ · 8 trades
2026-03-17: Withheld for tax, 1,647 sh ($44K)2026-03-13: Purchase, 12,775 sh ($332K)2026-03-06: Award / grant, 65,941 sh ($0)2026-03-06: Award / grant, 28,025 sh ($0)2025-11-26: Purchase, 2,060 sh ($100K)2025-08-04: Purchase, 1,593 sh ($100K)2025-03-17: Award / grant, 25,917 sh ($0)2025-03-17: Award / grant, 11,014 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-03-13CBZPurchase12,775 @ $25.97$332K+9.4% of holding148,480Form 4
2025-11-26CBZPurchase2,060 @ $48.51$100K+5.3% of holding40,584Form 4
2025-08-04CBZPurchase1,593 @ $62.78$100K+4.3% of holding38,524Form 4
5 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-03-17CBZWithheld for tax1,647146,833Form 4
2026-03-06CBZAward / grant65,941106,525Form 4
2026-03-06CBZAward / grant28,025134,550Form 4
2025-03-17CBZAward / grant25,91725,917Form 4
2025-03-17CBZAward / grant11,01436,931Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.