| 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 |
|---|---|---|---|---|---|---|---|---|
| May 3, 2017 | CBZ Cbiz, Inc. | Director | Sale+OE | 14,500 | $15.53 | $225,120.00 | -4.3% | |
| Feb 14, 2017 | LEN Lennar Corp /new/ | Director | Sale+OE | 2,190 | $46.07 | $100,893.30 | -6.2% | |
| Nov 10, 2016 | CBZ Cbiz, Inc. | Director | Sale+OE | 180,000 | $11.26 | $2,027,340.00 | -36.3% | |
| Sep 8, 2016 | CBZ Cbiz, Inc. | Director | Sell | 22,159 | $11.70 | $259,260.30 | -6.6% | |
| Aug 31, 2016 | CBZ Cbiz, Inc. | Director | Sell | 76,681 | $11.38 | $872,344.23 | -18.5% | |
| Apr 1, 2016 | LEN Lennar Corp /new/ | Director | Sale+OE | 2,077 | $47.87 | $99,425.99 | -6.6% | |
| Nov 5, 2015 | CBZ Cbiz, Inc. | CEO | Sale+OE | 156,600 | $10.57 | $1,655,548.00 | -26.6% | |
| Oct 28, 2015 | LVS Las Vegas Sands Corp | Director | Buy | 1,000 | $47.95 | $47,950.00 | +55.0% | |
| Aug 19, 2015 | CBZ Cbiz, Inc. | CEO | Sell | 250,000 | $9.75 | $2,437,500.00 | -36.6% | |
| May 13, 2015 | CBZ Cbiz, Inc. | CEO | Sell | 200,000 | $9.40 | $1,880,240.00 | -23.5% |