| 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. From February 2015 to February 2022, the filings on record show 2 open-market purchases and 29 sales. 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.
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% | SEC |
|---|---|---|---|---|---|---|---|---|
| Apr 27, 2018 | CBZ Cbiz, Inc. | Director | Sell | 1,000 | $18.96 | $18,958.50 | -0.3% | |
| Apr 6, 2018 | LEN Lennar Corp /new/ | Director | Sale+OE | 2,500 | $62.98 | $157,450.00 | -6.4% | |
| Feb 22, 2018 | CBZ Cbiz, Inc. | Director | Sale+OE | 109,947 | $18.13 | $1,993,711.86 | -25.0% | |
| Dec 15, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 26,423 | $15.03 | $397,137.69 | -7.6% | |
| Dec 13, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 33,731 | $15.02 | $506,506.72 | -9.4% | |
| Dec 8, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 9,899 | $15.00 | $148,485.00 | -3.0% | |
| May 11, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 51,594 | $15.33 | $790,936.02 | -13.8% | |
| May 10, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 2,000 | $15.50 | $31,000.00 | -0.6% | |
| May 8, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 22,406 | $15.59 | $349,264.73 | -6.5% | |
| May 5, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 89,500 | $15.63 | $1,398,983.20 | -21.7% |