Daniel A Wernikoff
CIK 1583139 · View on SEC EDGAR ↗
First SEC filing: June 29, 2021 · Latest: June 29, 2021
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 6, 2023 | LZ | S | 39,558 | $8.62 | $340,990 | 364,623 Direct | -9.79% | Disposed | -31.1% (price as of 2026-08-20) |
| March 3, 2023 | LZ | S | 4,243 | $8.42 | $35,726 | 404,181 Direct | -1.04% | Disposed | -29.5% (price as of 2026-08-20) |
| Nov. 17, 2022 | LZ | S | 3,959 | $9.01 | $35,671 | 408,424 Direct | -0.96% | Disposed | -34.1% (price as of 2026-08-20) |
| Aug. 17, 2022 | LZ | S | 15,977 | $11.46 | $183,096 | 441,159 Direct | -3.50% | Disposed | -48.2% (price as of 2026-08-20) |
| May 29, 2018 | INTU | S 10b5-1 | 11,708 | $198.06 | $2,318,886 | 887 Direct | -92.96% | Disposed | 82.8% (price as of 2026-08-20) |
| May 29, 2018 | INTU | S 10b5-1 | 64,675 | $197.42 | $12,768,138 | 12,595 Direct | -83.70% | Disposed | 83.4% (price as of 2026-08-20) |
| May 29, 2018 | INTU | S 10b5-1 | 67,507 | $196.53 | $13,267,151 | 77,270 Direct | -46.63% | Disposed | 84.2% (price as of 2026-08-20) |
| May 29, 2018 | INTU | S 10b5-1 | 81,653 | $195.54 | $15,966,428 | 144,777 Direct | -36.06% | Disposed | 85.1% (price as of 2026-08-20) |
| Nov. 22, 2017 | INTU | S 10b5-1 | 3,700 | $151.88 | $561,956 | 788 Direct | -82.44% | Disposed | 138.3% (price as of 2026-08-20) |
| Nov. 22, 2017 | INTU | S 10b5-1 | 49,300 | $151.30 | $7,459,090 | 4,488 Direct | -91.66% | Disposed | 139.3% (price as of 2026-08-20) |
| Sept. 7, 2017 | INTU | S 10b5-1 | 15,415 | $141.33 | $2,178,602 | 788 Direct | -95.14% | Disposed | 156.1% (price as of 2026-08-20) |
| Aug. 24, 2017 | INTU | S 10b5-1 | 7,729 | $135.25 | $1,045,347 | 788 Direct | -90.75% | Disposed | 167.7% (price as of 2026-08-20) |
| Aug. 24, 2017 | INTU | S 10b5-1 | 600 | $134.13 | $80,478 | 8,517 Direct | -6.58% | Disposed | 169.9% (price as of 2026-08-20) |
| June 21, 2017 | INTU | S | 15,684 | $140.50 | $2,203,602 | 788 Direct | -95.22% | Disposed | 157.6% (price as of 2026-08-20) |
| Nov. 21, 2016 | INTU | S 10b5-1 | 13,504 | $115.33 | $1,557,416 | 571 Direct | -95.94% | Disposed | 213.9% (price as of 2026-08-20) |
| Sept. 7, 2016 | INTU | S 10b5-1 | 18,567 | $111.47 | $2,069,663 | 3,577 Direct | -83.85% | Disposed | 224.7% (price as of 2026-08-20) |
| Aug. 25, 2016 | INTU | S 10b5-1 | 4,389 | $110.06 | $483,053 | 3,577 Direct | -55.10% | Disposed | 228.9% (price as of 2026-08-20) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 300 | $103.07 | $30,921 | 305 Direct | -49.59% | Disposed | 251.2% (price as of 2026-08-20) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 5,425 | $102.37 | $555,357 | 605 Direct | -89.97% | Disposed | 253.6% (price as of 2026-08-20) |
| Nov. 23, 2015 | INTU | S 10b5-1 | 5,294 | $101.26 | $536,070 | 6,030 Direct | -46.75% | Disposed | 257.5% (price as of 2026-08-20) |
Showing latest 100 of 140 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 |
|---|---|---|---|---|---|---|---|
| March 18, 2023 | LZ | Employee Stock Option (Right to Buy) | Common Stock (1,376,987) | $8.39 | March 18, 2033 | 1,376,987 | Acquired |
| March 26, 2022 | LZ | Employee Stock Option (Right to Buy) | Common Stock (776,397) | $14.15 | March 26, 2032 | 776,397 | Acquired |
| June 29, 2021 | LZ | Employee Stock Option (Right to Buy) | Common Stock (290,177) | $28.00 | June 29, 2031 | 290,177 | Acquired |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock (4,926) | — | — | 4,926 | Disposed |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock (6,257) | — | — | 6,257 | Disposed |
| July 1, 2018 | INTU | Restricted Stock Unit | Common Stock (5,827) | — | — | 5,827 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (67,248) | $113.19 | July 23, 2023 | 67,248 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (90,945) | $107.25 | July 22, 2022 | 90,945 | Disposed |
| May 29, 2018 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (67,350) | $82.59 | July 22, 2022 | 67,350 | Disposed |
| Nov. 22, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (53,000) | $63.11 | July 23, 2020 | 53,000 | Disposed |
| Sept. 1, 2017 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (32,236) | — | — | 32,236 | Disposed |
| Aug. 15, 2017 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock (642) | — | — | 642 | Disposed |
| Aug. 15, 2017 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock (642) | — | Aug. 15, 2017 | 642 | Disposed |
| July 20, 2017 | INTU | Restricted Stock Units (performance-based vesting) [F2] | Common Stock (29,963) | — | — | 29,963 | Acquired |
| July 20, 2017 | INTU | Restricted Stock Units [F2] | Common Stock (14,776) | — | — | 14,776 | Acquired |
| July 20, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (78,170) | $135.35 | July 19, 2024 | 78,170 | Acquired |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock (6,258) | — | — | 6,258 | Disposed |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock (5,827) | — | — | 5,827 | Disposed |
| July 1, 2017 | INTU | Restricted Stock Unit | Common Stock (4,033) | — | — | 4,033 | Disposed |
| June 21, 2017 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (15,684) | $56.52 | July 24, 2019 | 15,684 | Disposed |
| Nov. 21, 2016 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (10,498) | $47.79 | July 19, 2018 | 10,498 | Disposed |
| Sept. 1, 2016 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (29,798) | — | — | 29,798 | Disposed |
| Sept. 1, 2016 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (9,030) | — | — | 9,030 | Disposed |
| July 21, 2016 | INTU | Restricted Stock Units (performance-based vesting) [F2] | Common Stock (38,302) | — | — | 38,302 | Acquired |
| July 21, 2016 | INTU | Restricted Stock Units [F2] | Common Stock (18,773) | — | — | 18,773 | Acquired |
| July 21, 2016 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (110,046) | $113.19 | July 20, 2023 | 110,046 | Acquired |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock (5,828) | — | — | 5,828 | Disposed |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock (4,033) | — | — | 4,033 | Disposed |
| July 1, 2016 | INTU | Restricted Stock Unit | Common Stock (3,000) | — | — | 3,000 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (2,000) | — | — | 2,000 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (16,738) | — | — | 16,738 | Disposed |
| Sept. 1, 2015 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (16,438) | — | — | 16,438 | Disposed |
| Aug. 17, 2015 | INTU | Restricted Stock Unit (MSPP Matching Unit Award) | Common Stock (783) | — | — | 783 | Disposed |
| Aug. 17, 2015 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock (783) | — | Aug. 17, 2015 | 783 | Disposed |
| Aug. 14, 2015 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock (852) | — | — | 852 | Acquired |
| Aug. 14, 2015 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock (852) | — | — | 852 | Acquired |
| July 23, 2015 | INTU | Restricted Stock Unit (performance-based vesting) [F2] | Common Stock (39,330) | — | — | 39,330 | Acquired |
| July 23, 2015 | INTU | Restricted Stock Unit [F2] | Common Stock (17,482) | — | — | 17,482 | Acquired |
| July 23, 2015 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (96,296) | $107.25 | July 22, 2022 | 96,296 | Acquired |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock (4,034) | — | — | 4,034 | Disposed |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock (3,000) | — | — | 3,000 | Disposed |
| July 1, 2015 | INTU | Restricted Stock Unit | Common Stock (1,175) | — | — | 1,175 | Disposed |
| Nov. 26, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (30,000) | $37.98 | July 21, 2017 | 30,000 | Disposed |
| Oct. 29, 2014 | INTU | Restricted Stock Unit (performance-based) | Common Stock (2,000) | — | — | 2,000 | Acquired |
| Sept. 1, 2014 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (7,328) | — | — | 7,328 | Disposed |
| Sept. 1, 2014 | INTU | Restricted Stock Unit (performance-based vesting) | Common Stock (4,390) | — | — | 4,390 | Disposed |
| Aug. 15, 2014 | INTU | Restricted Stock Unit (MSPP Matching Award) | Common Stock (642) | — | — | 642 | Acquired |
| Aug. 15, 2014 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock (642) | — | — | 642 | Acquired |
| July 24, 2014 | INTU | Restricted Stock Unit (performance-based vesting) [F2] | Common Stock (54,500) | — | — | 54,500 | Acquired |
| July 24, 2014 | INTU | Restricted Stock Unit [F2] | Common Stock (12,100) | — | — | 12,100 | Acquired |
| July 24, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (67,350) | $82.59 | July 23, 2021 | 67,350 | Acquired |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock (3,000) | — | — | 3,000 | Disposed |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock (1,174) | — | — | 1,174 | Disposed |
| July 1, 2014 | INTU | Restricted Stock Unit | Common Stock (946) | — | — | 946 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (9,000) | $29.61 | July 27, 2016 | 9,000 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Commonn Stock (4,000) | $30.17 | Sept. 9, 2015 | 4,000 | Disposed |
| May 23, 2014 | INTU | Non-Qualified Stock Option (right to buy) | Common Stock (5,000) | $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)→ Common Stock (3,627,936) | 3,627,936 | Direct |
| June 29, 2021 | LZ | Employee Stock Option (Right to Buy)→ Common Stock (3,627,936) | 3,627,936 | Direct |
| Aug. 2, 2013 | INTU | Common Stock | 4,867 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (5,000) | 5,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (4,000) | 4,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (9,000) | 9,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (30,000) | 30,000 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (10,498) | 10,498 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (15,684) | 15,684 | Direct |
| Aug. 2, 2013 | INTU | Non-Qualified Stock Option (right to buy)→ Common Stock (53,000) | 53,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit→ Common Stock (946) | 946 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting)→ Common Stock (11,632) | 11,632 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting)→ Common Stock (10,585) | 10,585 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9]→ Common Stock (16,438) | 16,438 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9]→ Common Stock (16,738) | 16,738 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit [F9]→ Common Stock (2,349) | 2,349 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (MSPP Purchased Award) [F9]→ Common Stock (783) | 783 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (MSPP Matching Award) [F9]→ Common Stock (783) | 783 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit [F9]→ Common Stock (9,000) | 9,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9]→ Common Stock (43,000) | 43,000 | Direct |
| Aug. 2, 2013 | INTU | Restricted Stock Unit (performance-based vesting) [F9]→ Common Stock (47,000) | 47,000 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
LZ
CEO| 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.