Daniel A Wernikoff

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

"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.

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Disclosed Exposure

$10.55M

Companies

3

Total Filings

46

Lifetime Open-Market Net

-$67.48M

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 $49.48 $75.8K $0 3 2026-01-20
LZ Chief Executive Officer 1,119,993 $5.44 $6.09M -$595.4K 12 2024-05-17
INTU EVP, Consumer Group 13,031 $336.44 $4.38M -$66.88M 30 2018-07-03

Recent Filings · Page 2 of 5

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
2023-03-21 LZ Grant (A) +550,795 $0 EDGAR
2023-03-07 LZ Sell (S) −43,801 -$376.6K EDGAR
2022-11-18 LZ Sell (S) −3,959 -$35.7K EDGAR
2022-08-19 LZ Sell (S) −15,977 -$183.2K EDGAR
2022-03-28 LZ Grant (A) +310,559 $0 EDGAR
2021-07-01 LZ Grant (A) +116,071 $0 EDGAR
2018-07-03 INTU Mixed +8,574 -$1.72M EDGAR
2018-05-31 INTU Mixed -$21.39M EDGAR
2017-11-27 INTU Mixed -$4.68M EDGAR
2017-09-07 INTU Sell (S) −15,415 -$2.18M EDGAR
Showing 1120 of 46
Page 2 of 5
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.