Yield Theory

Josh Gottheimer · CBZ

Josh Gottheimer's CBZ trades

Every CBIZ, Inc. Common Stock transaction Josh Gottheimer reported to the House Clerk in 2025 and 2026, from the original periodic transaction reports.
Transactions
3
Buys / sells
1 / 2
Disclosed range
$3K – $45K
Last filed
2026-05-19

CBZ transactions reported by Josh Gottheimer

3 of 3 rows
TypeOwner
CBIZ, Inc. Common Stock
CBZ
PurchaseJoint$1,001 - $15,0002026-05-19
#20034585
CBIZ, Inc. Common Stock
CBZ
SaleJoint$1,001 - $15,0002026-04-08
#20034305
CBIZ, Inc. Common Stock
CBZ
SaleJoint$1,001 - $15,0002025-05-14
#20030338

A row is a disclosure, not an execution record: the filing reports a date, a bracket, and the reported owner, but not the price, share count, or reason. Compare the trade date with the filing date to see how long the transaction stayed private.

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Josh Gottheimer and CBZ — questions

Did Josh Gottheimer buy or sell CBZ?

House Clerk filings for 2025 and 2026 show 1 purchase and 2 sales of CBIZ, Inc. Common Stock (CBZ) reported by Josh Gottheimer, between 2025-04-09 and 2026-04-06. Reported owner: Joint.

How much CBZ did Josh Gottheimer trade?

Filings disclose brackets, not exact values. Summing the low and high ends of each bracket gives $3K – $45K across 3 transactions. Yield Theory does not estimate share counts, prices, or gains from these ranges.

When was the last CBZ filing by Josh Gottheimer?

The most recent periodic transaction report containing a CBZ row was filed on 2026-05-19. New filings appear in the House Clerk index and are picked up when the dataset is refreshed.

Yield Theory is not affiliated with any elected official or with CBIZ, Inc. Common Stock. Rows are parsed from public House Clerk periodic transaction reports; amounts are reported brackets and filings can be amended. This page is educational and is not investment advice.

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Josh Gottheimer CBZ disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $15/month or $150/year.

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