Brad S. Lakhia
CIK 1615728 · View on SEC EDGAR ↗
First SEC filing: March 19, 2025 · Latest: March 19, 2025
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 13, 2026 | CBZ | P | 12,775 | $25.97 | $331,767 | 148,480 Direct | +9.41% | Acquired | 111.4% (price as of 2026-08-21) |
| Nov. 26, 2025 | CBZ | P | 2,060 | $48.51 | $99,931 | 40,584 Direct | +5.35% | Acquired | 13.2% (price as of 2026-08-21) |
| Aug. 4, 2025 | CBZ | P | 1,593 | $62.78 | $100,009 | 38,524 Direct | +4.31% | Acquired | -12.5% (price as of 2026-08-21) |
| Nov. 13, 2024 | OPLN | P | 4,985 | $20.06 | $99,999 | 14,303 Direct | +53.50% | Acquired | 70.5% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 5, 2024 | OPLN | Restricted Stock Units | Common Stock (13,486) | — | — | 13,486 | Disposed |
| May 5, 2023 | OPLN | Employee Stock Option (right to buy) | Common Stock (53,222) | $14.83 | May 5, 2033 | 53,222 | Acquired |
| May 5, 2023 | OPLN | Employee Stock Option (right to buy) | Common Stock (212,886) | $14.83 | May 5, 2033 | 212,886 | Acquired |
| May 5, 2023 | OPLN | Restricted Stock Units | Common Stock (26,973) | — | — | 26,973 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 19, 2025 | CBZ | Common Stock [F1] | 0 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
CBZ
SVP & CFO| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2025 | $494,792 | — | — | — | $356,000 | — | $29,643 | $4,289,862 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.