Daniel A Wernikoff

CIK 1583139 · Chief Executive Officer · last filed 2026-01-20

Daniel A Wernikoff is a Chief Executive Officer who has filed 46 SEC Form 4 insider transactions across 3 companies since 2013. The most recent filing, for BILL, was dated Jan 20, 2026. Across all open-market trades the lifetime net is −$67.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $12.1M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$12.11M

Companies

Total Filings

Lifetime Open-Market Net

-$67.48M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

INTU price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

C/O INTUIT INC.
2700 COAST AVENUE
MOUNTAIN VIEW, WA 94043

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
BILL	Director	1,531	$49.78	$76.2K	$0	3	2026-01-20
LZ	Chief Executive Officer	1,119,993	$6.72	$7.53M	-$595.4K	12	2024-05-17
INTU	EVP, Consumer Group	13,031	$345.18	$4.50M	-$66.88M	30	2018-07-03

Recent Filings

46 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-01-20	BILL	Exer (M)	+1,531	$0	EDGAR
2025-12-15	BILL	Grant (A)	—	$0	EDGAR
2025-01-17	BILL	Grant (A)	—	$0	EDGAR
2024-08-13	LZ	Notice (144)	−226,190	-$1.31M	EDGAR
2024-05-17	LZ	Tax (F)	−42,549	-$403.8K	EDGAR
2024-03-11	LZ	Grant (A)	+365,853	$0	EDGAR
2024-02-20	LZ	Tax (F)	−83,691	-$900.5K	EDGAR
2023-11-17	LZ	Tax (F)	−13,221	-$149.5K	EDGAR
2023-08-17	LZ	Tax (F)	−13,221	-$164.7K	EDGAR
2023-05-17	LZ	Tax (F)	−13,222	-$140.8K	EDGAR

Showing 1–10 of 46

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.