Daniel A Wernikoff
Insider
First SEC filing: June 29, 2021 · Latest: June 29, 2021
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
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 |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 15, 2026 | BILL | M | 1,531 | · | · | 1,531 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 15, 2026 | BILL | M | 1,531 | · | · | 3,062 Direct | -33.33% | Disposed | (price as of 2026-10-02) |
| Dec. 11, 2025 | BILL | A | 3,639 | · | · | 3,639 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 15, 2025 | BILL | A | 4,593 | · | · | 4,593 Direct | · | Acquired | (price as of 2026-10-02) |
| May 15, 2024 | LZ | F | 42,549 | $9.49 | $403,790 | 1,119,993 Direct | -3.66% | Disposed | -41.0% (price as of 2026-10-02) |
| March 8, 2024 | LZ | A | 365,853 | · | · | 1,160,542 Direct | +46.04% | Acquired | (price as of 2026-10-02) |
| Feb. 15, 2024 | LZ | F | 83,691 | $10.76 | $900,515 | 794,689 Direct | -9.53% | Disposed | -48.0% (price as of 2026-10-02) |
| Nov. 15, 2023 | LZ | F | 13,221 | $11.31 | $149,530 | 878,380 Direct | -1.48% | Disposed | -50.5% (price as of 2026-10-02) |
| Aug. 15, 2023 | LZ | F | 13,221 | $12.46 | $164,734 | 890,975 Direct | -1.46% | Disposed | -55.1% (price as of 2026-10-02) |
| May 15, 2023 | LZ | F | 13,222 | $10.65 | $140,814 | 904,196 Direct | -1.44% | Disposed | -47.4% (price as of 2026-10-02) |
| March 18, 2023 | LZ | A | 550,795 | · | · | 915,418 Direct | +151.06% | Acquired | (price as of 2026-10-02) |
| March 18, 2023 | LZ | A | 1,376,987 | · | · | 1,376,987 Direct | · | Acquired | (price as of 2026-10-02) |
| March 6, 2023 | LZ | S | 39,558 | $8.62 | $340,990 | 364,623 Direct | -9.79% | Disposed | -35.0% (price as of 2026-10-02) |
| March 3, 2023 | LZ | S | 4,243 | $8.42 | $35,726 | 404,181 Direct | -1.04% | Disposed | -33.5% (price as of 2026-10-02) |
| Nov. 17, 2022 | LZ | S | 3,959 | $9.01 | $35,671 | 408,424 Direct | -0.96% | Disposed | -37.8% (price as of 2026-10-02) |
| Aug. 17, 2022 | LZ | S | 15,977 | $11.46 | $183,096 | 441,159 Direct | -3.50% | Disposed | -51.1% (price as of 2026-10-02) |
| March 26, 2022 | LZ | A | 310,559 | · | · | 426,630 Direct | +267.56% | Acquired | (price as of 2026-10-02) |
| March 26, 2022 | LZ | A | 776,397 | · | · | 776,397 Direct | · | Acquired | (price as of 2026-10-02) |
| June 29, 2021 | LZ | A | 116,071 | · | · | 116,071 Direct | · | Acquired | (price as of 2026-10-02) |
| June 29, 2021 | LZ | A | 290,177 | · | · | 290,177 Direct | · | Acquired | (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 4,926 | · | · | 9,850 Direct | -33.34% | Disposed | (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 6,257 | · | · | 6,258 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 5,827 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2018 | INTU | F | 8,436 | $204.30 | $1,723,475 | 9,521 Direct | -46.98% | Disposed | 37.6% (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 4,926 | · | · | 17,957 Direct | +37.80% | Acquired | (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 6,257 | · | · | 13,031 Direct | +92.37% | Acquired | (price as of 2026-10-02) |
| July 1, 2018 | INTU | M | 5,827 | · | · | 6,774 Direct | +615.31% | Acquired | (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 67,248 | · | · | 42,798 Direct | -61.11% | Disposed | (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 90,945 | · | · | 5,351 Direct | -94.44% | Disposed | (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 67,350 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| May 29, 2018 | INTU | S 10b5-1 | 11,708 | $198.06 | $2,318,886 | 887 Direct | -92.96% | Disposed | 41.9% (price as of 2026-10-02) |
| May 29, 2018 | INTU | S 10b5-1 | 64,675 | $197.42 | $12,768,138 | 12,595 Direct | -83.70% | Disposed | 42.4% (price as of 2026-10-02) |
| May 29, 2018 | INTU | S 10b5-1 | 67,507 | $196.53 | $13,267,151 | 77,270 Direct | -46.63% | Disposed | 43.0% (price as of 2026-10-02) |
| May 29, 2018 | INTU | S 10b5-1 | 81,653 | $195.54 | $15,966,428 | 144,777 Direct | -36.06% | Disposed | 43.7% (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 67,248 | $113.19 | $7,611,801 | 226,430 Direct | +42.25% | Acquired | 148.3% (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 90,945 | $107.25 | $9,753,851 | 159,182 Direct | +133.28% | Acquired | 162.1% (price as of 2026-10-02) |
| May 29, 2018 | INTU | M 10b5-1 | 67,350 | $82.59 | $5,562,436 | 68,237 Direct | +7593.01% | Acquired | 240.3% (price as of 2026-10-02) |
| Nov. 22, 2017 | INTU | M 10b5-1 | 53,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2017 | INTU | S 10b5-1 | 3,700 | $151.88 | $561,956 | 788 Direct | -82.44% | Disposed | 85.1% (price as of 2026-10-02) |
| Nov. 22, 2017 | INTU | S 10b5-1 | 49,300 | $151.30 | $7,459,090 | 4,488 Direct | -91.66% | Disposed | 85.8% (price as of 2026-10-02) |
| Nov. 22, 2017 | INTU | M 10b5-1 | 53,000 | $63.11 | $3,344,830 | 53,788 Direct | +6725.89% | Acquired | 345.4% (price as of 2026-10-02) |
| Sept. 7, 2017 | INTU | S 10b5-1 | 15,415 | $141.33 | $2,178,602 | 788 Direct | -95.14% | Disposed | 98.9% (price as of 2026-10-02) |
| Sept. 1, 2017 | INTU | M | 32,236 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2017 | INTU | F | 16,821 | $141.90 | $2,386,900 | 16,203 Direct | -50.94% | Disposed | 98.1% (price as of 2026-10-02) |
| Sept. 1, 2017 | INTU | M | 32,236 | · | · | 33,024 Direct | +4090.86% | Acquired | (price as of 2026-10-02) |
| Aug. 24, 2017 | INTU | S 10b5-1 | 7,729 | $135.25 | $1,045,347 | 788 Direct | -90.75% | Disposed | 107.8% (price as of 2026-10-02) |
| Aug. 24, 2017 | INTU | S 10b5-1 | 600 | $134.13 | $80,478 | 8,517 Direct | -6.58% | Disposed | 109.6% (price as of 2026-10-02) |
| Aug. 15, 2017 | INTU | M | 642 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 15, 2017 | INTU | M | 642 | $83.72 | $53,748 | 0 Direct | -100.00% | Disposed | 235.7% (price as of 2026-10-02) |
| Aug. 15, 2017 | INTU | F | 661 | $137.47 | $90,868 | 9,117 Direct | -6.76% | Disposed | 104.5% (price as of 2026-10-02) |
| Aug. 15, 2017 | INTU | M | 642 | · | · | 9,778 Direct | +7.03% | Acquired | (price as of 2026-10-02) |
| Aug. 15, 2017 | INTU | M | 642 | · | · | 9,136 Direct | +7.56% | Acquired | (price as of 2026-10-02) |
| July 20, 2017 | INTU | A | 29,963 | · | · | 29,963 Direct | · | Acquired | (price as of 2026-10-02) |
| July 20, 2017 | INTU | A | 14,776 | · | · | 14,776 Direct | · | Acquired | (price as of 2026-10-02) |
| July 20, 2017 | INTU | A | 78,170 | · | · | 78,170 Direct | · | Acquired | (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 6,258 | · | · | 12,515 Direct | -33.34% | Disposed | (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 5,827 | · | · | 5,827 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 4,033 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2017 | INTU | F | 8,412 | $132.81 | $1,117,198 | 8,494 Direct | -49.76% | Disposed | 111.6% (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 6,258 | · | · | 16,906 Direct | +58.77% | Acquired | (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 5,827 | · | · | 10,648 Direct | +120.87% | Acquired | (price as of 2026-10-02) |
| July 1, 2017 | INTU | M | 4,033 | · | · | 4,821 Direct | +511.80% | Acquired | (price as of 2026-10-02) |
| June 21, 2017 | INTU | M | 15,684 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 21, 2017 | INTU | S | 15,684 | $140.50 | $2,203,602 | 788 Direct | -95.22% | Disposed | 100.1% (price as of 2026-10-02) |
| June 21, 2017 | INTU | M | 15,684 | $56.52 | $886,460 | 16,472 Direct | +1990.36% | Acquired | 397.3% (price as of 2026-10-02) |
| Nov. 21, 2016 | INTU | M 10b5-1 | 10,498 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2016 | INTU | S 10b5-1 | 13,504 | $115.33 | $1,557,416 | 571 Direct | -95.94% | Disposed | 143.7% (price as of 2026-10-02) |
| Nov. 21, 2016 | INTU | M 10b5-1 | 10,498 | $47.79 | $501,699 | 14,075 Direct | +293.49% | Acquired | 488.2% (price as of 2026-10-02) |
| Sept. 7, 2016 | INTU | S 10b5-1 | 18,567 | $111.47 | $2,069,663 | 3,577 Direct | -83.85% | Disposed | 152.2% (price as of 2026-10-02) |
| Sept. 1, 2016 | INTU | M | 29,798 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2016 | INTU | M | 9,030 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2016 | INTU | F | 20,261 | $112.34 | $2,276,121 | 22,144 Direct | -47.78% | Disposed | 150.2% (price as of 2026-10-02) |
| Sept. 1, 2016 | INTU | M | 29,798 | · | · | 42,405 Direct | +236.36% | Acquired | (price as of 2026-10-02) |
| Sept. 1, 2016 | INTU | M | 9,030 | · | · | 12,607 Direct | +252.45% | Acquired | (price as of 2026-10-02) |
| Aug. 25, 2016 | INTU | S 10b5-1 | 4,389 | $110.06 | $483,053 | 3,577 Direct | -55.10% | Disposed | 155.4% (price as of 2026-10-02) |
| July 21, 2016 | INTU | A | 38,302 | · | · | 38,302 Direct | · | Acquired | (price as of 2026-10-02) |
| July 21, 2016 | INTU | A | 18,773 | · | · | 18,773 Direct | · | Acquired | (price as of 2026-10-02) |
| July 21, 2016 | INTU | A | 110,046 | · | · | 110,046 Direct | · | Acquired | (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 5,828 | · | · | 11,654 Direct | -33.34% | Disposed | (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 4,033 | · | · | 4,033 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 3,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| July 1, 2016 | INTU | F | 5,466 | $111.91 | $611,700 | 7,966 Direct | -40.69% | Disposed | 151.2% (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 5,828 | · | · | 13,432 Direct | +76.64% | Acquired | (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 4,033 | · | · | 7,604 Direct | +112.94% | Acquired | (price as of 2026-10-02) |
| July 1, 2016 | INTU | M | 3,000 | · | · | 3,571 Direct | +525.39% | Acquired | (price as of 2026-10-02) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 300 | $103.07 | $30,921 | 305 Direct | -49.59% | Disposed | 172.7% (price as of 2026-10-02) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 5,425 | $102.37 | $555,357 | 605 Direct | -89.97% | Disposed | 174.6% (price as of 2026-10-02) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 5,294 | $101.26 | $536,070 | 6,030 Direct | -46.75% | Disposed | 177.6% (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 2,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 16,738 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 16,438 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | F | 5,608 | $84.10 | $471,633 | 11,242 Direct | -33.28% | Disposed | 234.2% (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 1,918 | · | · | 16,850 Direct | +12.84% | Acquired | (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 7,046 | · | · | 14,932 Direct | +89.35% | Acquired | (price as of 2026-10-02) |
| Sept. 1, 2015 | INTU | M | 1,782 | · | · | 7,886 Direct | +29.19% | Acquired | (price as of 2026-10-02) |
| Aug. 17, 2015 | INTU | M | 783 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 17, 2015 | INTU | M | 783 | $59.76 | $46,792 | 0 Direct | -100.00% | Disposed | 370.3% (price as of 2026-10-02) |
| Aug. 17, 2015 | INTU | F | 808 | $105.56 | $85,292 | 6,104 Direct | -11.69% | Disposed | 166.3% (price as of 2026-10-02) |
| Aug. 17, 2015 | INTU | M | 783 | · | · | 6,912 Direct | +12.78% | Acquired | (price as of 2026-10-02) |
| Aug. 17, 2015 | INTU | M | 783 | · | · | 6,129 Direct | +14.65% | Acquired | (price as of 2026-10-02) |
Showing latest 100 of 144 transactions
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 |
|---|---|---|---|---|---|---|---|
| Jan. 15, 2026 | BILL | Restricted Stock Units | Common Stock | · | · | 1,531 | Disposed |
| Dec. 11, 2025 | BILL | Restricted Stock Units | Common Stock | · | · | 3,639 | Acquired |
| Jan. 15, 2025 | BILL | Restricted Stock Units | Common Stock | · | · | 4,593 | Acquired |
| March 18, 2023 | LZ | Employee Stock Option (Right to Buy) | Common Stock | $8.39 | March 18, 2033 | 1,376,987 | Acquired |
| March 26, 2022 | LZ | Employee Stock Option (Right to Buy) | Common Stock | $14.15 | March 26, 2032 | 776,397 | Acquired |
| June 29, 2021 | LZ | Employee Stock Option (Right to Buy) | Common Stock | $28.00 | June 29, 2031 | 290,177 | Acquired |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock | · | · | 4,926 | Disposed |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock | · | · | 6,257 | Disposed |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock | · | · | 5,827 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $113.19 | July 23, 2023 | 67,248 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $107.25 | July 22, 2022 | 90,945 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $82.59 | July 22, 2022 | 67,350 | Disposed |
| Nov. 22, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $63.11 | July 23, 2020 | 53,000 | Disposed |
| Sept. 1, 2017 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 32,236 | Disposed |
| Aug. 15, 2017 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock | · | · | 642 | Disposed |
| Aug. 15, 2017 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock | · | Aug. 15, 2017 | 642 | Disposed |
| July 20, 2017 | INTU | Restricted Stock Units (performance-based vesting) [F2] | Common Stock | · | · | 29,963 | Acquired |
| July 20, 2017 | INTU | Restricted Stock Units [F2] | Common Stock | · | · | 14,776 | Acquired |
| July 20, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $135.35 | July 19, 2024 | 78,170 | Acquired |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock | · | · | 6,258 | Disposed |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock | · | · | 5,827 | Disposed |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock | · | · | 4,033 | Disposed |
| June 21, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $56.52 | July 24, 2019 | 15,684 | Disposed |
| Nov. 21, 2016 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $47.79 | July 19, 2018 | 10,498 | Disposed |
| Sept. 1, 2016 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 29,798 | Disposed |
| Sept. 1, 2016 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 9,030 | Disposed |
| July 21, 2016 | INTU | Restricted Stock Units (performance-based vesting) [F2] | Common Stock | · | · | 38,302 | Acquired |
| July 21, 2016 | INTU | Restricted Stock Units [F2] | Common Stock | · | · | 18,773 | Acquired |
| July 21, 2016 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $113.19 | July 20, 2023 | 110,046 | Acquired |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock | · | · | 5,828 | Disposed |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock | · | · | 4,033 | Disposed |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock | · | · | 3,000 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 2,000 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 16,738 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 16,438 | Disposed |
| Aug. 17, 2015 | INTU | Restricted Stock Unit (MSPP Matching Unit Award) | Common Stock | · | · | 783 | Disposed |
| Aug. 17, 2015 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock | · | Aug. 17, 2015 | 783 | Disposed |
| Aug. 14, 2015 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock | · | · | 852 | Acquired |
| Aug. 14, 2015 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock | · | · | 852 | Acquired |
| July 23, 2015 | INTU | Restricted Stock Unit (performance-based vesting) [F2] | Common Stock | · | · | 39,330 | Acquired |
| July 23, 2015 | INTU | Restricted Stock Unit [F2] | Common Stock | · | · | 17,482 | Acquired |
| July 23, 2015 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $107.25 | July 22, 2022 | 96,296 | Acquired |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock | · | · | 4,034 | Disposed |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock | · | · | 3,000 | Disposed |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock | · | · | 1,175 | Disposed |
| Nov. 26, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $37.98 | July 21, 2017 | 30,000 | Disposed |
| Oct. 29, 2014 | INTU | Restricted Stock Unit (performance-based) | Common Stock | · | · | 2,000 | Acquired |
| Sept. 1, 2014 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 7,328 | Disposed |
| Sept. 1, 2014 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock | · | · | 4,390 | Disposed |
| Aug. 15, 2014 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock | · | · | 642 | Acquired |
| Aug. 15, 2014 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock | · | · | 642 | Acquired |
| July 24, 2014 | INTU | Restricted Stock Unit (performance-based vesting) [F2] | Common Stock | · | · | 54,500 | Acquired |
| July 24, 2014 | INTU | Restricted Stock Unit [F2] | Common Stock | · | · | 12,100 | Acquired |
| July 24, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $82.59 | July 23, 2021 | 67,350 | Acquired |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock | · | · | 3,000 | Disposed |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock | · | · | 1,174 | Disposed |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock | · | · | 946 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $29.61 | July 27, 2016 | 9,000 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Commonn Stock | $30.17 | Sept. 9, 2015 | 4,000 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock | $27.68 | July 22, 2015 | 5,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 21 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 29, 2021 | LZ | Employee Stock Option (Right to Buy) | 3,627,936 | Direct |
| June 29, 2021 | LZ | Employee Stock Option (Right to Buy) | 3,627,936 | Direct |
| Aug. 2, 2013 | INTU | Common Stock | 4,867 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 5,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 4,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 9,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 30,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 10,498 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 15,684 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy) | 53,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit | 946 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) | 11,632 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) | 10,585 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9] | 16,438 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9] | 16,738 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit [F9] | 2,349 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (MSPP Purchased Award) [F9] | 783 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (MSPP Matching Award) [F9] | 783 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit [F9] | 9,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9] | 43,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9] | 47,000 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2022 | $500,000 | · | $4,394,410 | $5,131,984 | $360,000 | · | $12,200 | $10,398,594 |
| 2021 | $649,616 | · | $3,249,988 | $14,773,725 | $187,500 | · | · | $18,860,829 |
| 2020 | $800,000 | $250,000 | · | $3,401,916 | · | · | · | $4,451,916 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.