Daniel A Wernikoff

CIK 1583139 · View on SEC EDGAR ↗

Insider

First SEC filing: June 29, 2021 · Latest: June 29, 2021

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 80 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

80 other filings hidden
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.