| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director | CEO | Chief Executive Officer
4 companies
Steven L Gerard last filed a Form 4 in February 2022, as Director at CBZ. The filings on record cover 4 companies. Steven L Gerard's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Steven L Gerard's trades have earned a below-average insider score of 35/100 across 3 rated trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -16.2%.
At the last filing, the largest reported position was 284,376 shares of CBZ. The CBZ filings lean toward selling, a net 1,666,343 shares.
Steven L Gerard has 87 Form 4 filings on record from February 2015 to February 2022, across 4 companies: Director at Lennar Corp /new/ (LEN), 2015–2022; Director at Autonation (AN), 2020–2022; Director at Cbiz (CBZ), 2015–2021, and 1 more.
The 130 reported transactions were 48 stock awards, 40 open-market sales, 28 option exercises and 8 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 2 purchases worth about $88K and 29 sales worth about $27.4M.
The largest open-market purchase was 1,000 shares of LVS at an average $47.95 on October 28, 2015, about $48K.
The largest open-market sale was 250,000 shares of CBZ at an average $9.75 on August 19, 2015, about $2.4M.
Shares as reported in the last Form 4 for each company; the most recent is from February 2022. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 25, 2021 | CBZ Cbiz, Inc. | Director | Sell | 16,012 | $33.09 | $529,873.91 | -5.3% | +2.1% | +20.3% | |
| May 24, 2021 | CBZ Cbiz, Inc. | Director | Sell | 29,891 | $33.73 | $1,008,368.50 | -9.1% | -0.3% | +15.3% | |
| Mar 3, 2021 | CBZ Cbiz, Inc. | Director | Sale+OE | 7,083 | $31.25 | $221,326.04 | -2.1% | - | - | |
| Mar 2, 2021 | CBZ Cbiz, Inc. | Director | Sale+OE | 68,005 | $30.92 | $2,103,047.06 | -17.2% | - | - | |
| Feb 26, 2021 | CBZ Cbiz, Inc. | Director | Sale+OE | 62,322 | $30.58 | $1,905,584.38 | -16.0% | - | - | |
| Feb 24, 2021 | CBZ Cbiz, Inc. | Director | Sale+OE | 42,590 | $30.54 | $1,300,578.21 | -11.5% | - | - | |
| Mar 9, 2020 | AN Autonation, Inc. | Director | Buy | 1,000 | $39.94 | $39,940.00 | +19.6% | - | - | |
| Mar 3, 2020 | CBZ Cbiz, Inc. | Director | Sell | 60,000 | $26.82 | $1,609,008.00 | -15.8% | - | - | |
| Dec 6, 2019 | CBZ Cbiz, Inc. | Director | Sell | 64,000 | $27.10 | $1,734,400.00 | -24.2% | - | - | |
| Sep 11, 2019 | CBZ Cbiz, Inc. | Director | Sell | 70,000 | $23.10 | $1,617,000.00 | -20.9% | - | - |