| 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 |
|---|---|---|---|---|---|---|---|---|---|
Senior Vice President & CFO | EVP & CFO
2 companies
Brad S. Lakhia is EVP & CFO at OPLN and has filed Form 4s across 2 companies. Brad S. Lakhia's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $556K at current prices.
Historically, Brad S. Lakhia's trades have earned a middling insider score of 51/100 across 4 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of +7.2%.
The biggest single holding is OPLN (~$556K) as EVP & CFO. Net of sales, the OPLN filings show accumulation of 4,985 shares.
Brad S. Lakhia has 11 Form 4 filings on record from May 2023 to November 2026, across 2 companies: Senior Vice President & CFO at Cbiz (CBZ), 2025–2026; EVP & CFO at Openlane (OPLN), 2023–2024.
The 16 reported transactions were 4 open-market purchases, 4 stock awards, 3 tax withholdings and 3 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 4 purchases worth about $632K and no sales.
The largest open-market purchase was 12,775 shares of CBZ at an average $25.97 on March 13, 2026, about $332K.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 13, 2026 | CBZ Cbiz, Inc. | Senior Vice President & CFO | Buy | 12,775 | $25.97 | $331,719.48 | +9.4% | +29.9% | - | |
| Nov 26, 2025 | CBZ Cbiz, Inc. | Senior Vice President & CFO | Buy | 2,060 | $48.51 | $99,930.60 | +5.3% | -43.3% | - | |
| Aug 4, 2025 | CBZ Cbiz, Inc. | Senior Vice President & CFO | Buy | 1,593 | $62.78 | $100,013.96 | +4.3% | -12.9% | -12.9% | |
| Nov 13, 2024 | OPLN Openlane, Inc. | EVP & CFO | Buy | 4,985 | $20.06 | $99,999.10 | +53.5% | +5.8% | +27.3% |