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LZ · Legalzoom.Com, Inc.
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LZ Legalzoom.com (LZ) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer processing & data preparation · CIK 0001286139
C-suite buying · 1Form 144 · 4
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
121
13F, latest reported quarter

What the filings say about LZ

Insiders, 180 days
-$2.8M net sold
1 buyer · 2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$3.4M
4 notices

Legalzoom.com insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, LEGALZOOM.COM, INC. insiders sold a net $2.8M of stock across 69 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Chief Operating Officer & CFO
SELL
2026-08-21 SEC
83,629
$487.6K
+17.7%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 sales), the last on Aug 20, 2026.
  • The trade is 5.9% of the 1,407,801 shares held after it.
  • 1 other insider sold within 30 days.
  • 121 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer & CFO Watson Noel Bertram sold about $487.6K of LZ on Aug 21, 2026; 1 other insider sold within 30 days and 121 funds added in the latest 13F quarter.
Chief Operating Officer & CFO
SELL
2026-08-21 SECtraded 2026-08-20
416,371
$2.5M
+17.7%
Context
  • 17 earlier Form 4 trades (code P or S) here by this insider (17 sales), the last on May 18, 2026.
  • The trade is 27.9% of the 1,491,430 shares held after it.
  • 1 other insider sold within 30 days.
  • 121 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer & CFO Watson Noel Bertram sold about $2.5M of LZ on Aug 20, 2026, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 121 funds added in the latest 13F quarter.
CHIEF LEGAL OFFICER
SELL
2026-08-18 SEC
33,479
$184.5K
+20.5%
Context
  • 19 earlier Form 4 trades (code P or S) here by this insider (19 sales), the last on Aug 17, 2026.
  • The trade is 3.5% of the 943,453 shares held after it.
  • 1 other insider sold within 30 days.
  • 121 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER Miller Nicole sold about $184.5K of LZ on Aug 18, 2026; 1 other insider sold within 30 days and 121 funds added in the latest 13F quarter.
CHIEF LEGAL OFFICER
SELL
2026-08-18 SECtraded 2026-08-17
43,996
$242.4K
+20.5%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 sales), the last on May 19, 2026.
  • The trade is 4.5% of the 976,932 shares held after it.
  • 1 other insider sold within 30 days.
  • 121 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER Miller Nicole sold about $242.4K of LZ on Aug 17, 2026; 1 other insider sold within 30 days and 121 funds added in the latest 13F quarter.
CHIEF LEGAL OFFICER
SELL
2026-05-19 SEC
19,199
$126.3K
+9.8%
Context
  • 17 earlier Form 4 trades (code P or S) here by this insider (17 sales), the last on Feb 26, 2026.
  • The trade is 1.7% of the 1,119,222 shares held after it.
  • 1 other insider sold within 30 days.
  • 121 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER Miller Nicole sold about $126.3K of LZ on May 19, 2026; 1 other insider sold within 30 days and 121 funds added in the latest 13F quarter.
69 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 64 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$2.8M over 180 days
-$3.4M over 90 days
below 52% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
121 funds bought in last quarter
more than 57% of Software & IT
Revenue
+10.9% year over year
more than 53% of Software & IT
Margin
2.0% net margin
more than 59% of Software & IT
Buybacks
$89.0M repurchased, FY to 2026-06-30
more than 50% of Software & IT
Short interest
11.0% of the float short (float per yahoo 2026-10-27) · 4.8 days to cover · settled 2026-10-15
more than 77% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch LZ

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-32.4%12M
-48%-30%-13%+5%2025-102025-122026-022026-042026-062026-082026-10 2026-08-20 · Watson Noel Bertram sold $2.5M2026-05-11 · Stibel Jeffrey M bought $768.8K2026-08-21 · Watson Noel Bertram sold $487.6K2026-08-17 · Miller Nicole sold $242.4K2025-11-18 · Miller Nicole sold $226.4K2026-08-18 · Miller Nicole sold $184.5K2026-02-26 · Miller Nicole sold $154.6K2025-11-18 · Watson Noel Bertram sold $143.4K2026-05-19 · Miller Nicole sold $126.3K2026-02-18 · Watson Noel Bertram sold $104.4K2026-05-18 · Watson Noel Bertram sold $96.8K2026-08-21 · Watson Noel Bertram filed to sell $488.1K2026-08-20 · Watson Noel Bertram filed to sell $2.5M2026-08-18 · Miller Nicole filed to sell $184.5K2026-08-17 · Miller Nicole filed to sell $242.4K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns LZ: institutional holders (13F)

13F holdings, latest reported quarter
18,001,039 sh
$110.3M

Congress trades in LZ

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

LZ planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Watson Noel Bertram
Filed 2026-08-21
$488.1K
Watson Noel Bertram
Filed 2026-08-20
$2.5M
Miller Nicole
Filed 2026-08-18
$184.5K
Miller Nicole
Filed 2026-08-17
$242.4K

LZ mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Avory Foundational ETF
$1.5M position · as of 2026-05-29
2.5%
Invenomic Fund
$14.3M position · as of 2026-07-31
1.7%
North Star Small Cap Value Fund
$345.9K position · as of 2026-05-31
1.0%
Polen 5Perspectives Small Growth Fund
$618.5K position · as of 2026-07-31
1.0%
Franklin Small Cap Growth Fund
$14.8M position · as of 2026-07-31
0.6%
VictoryShares Small Cap Free Cash Flow ETF
$3.6M position · as of 2026-06-30
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr.Wernikoff
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$16.0M
$20.2M
$6.5M
-70%
-29%
2022
$10.4M
-$10.4M
$5.7M
-80%
-56%
2021
$18.9M
$34.3M
$30.5M
-58%
-16%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $2.8M sold by insiders over 180 days, 121 funds added last quarter, $3.4M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

LZ financials

Revenue growth
+10.9%
XBRL, annual
Net margin
2.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$792.5M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+2.1%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$149.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.00x
long-term 2021-12-31 (54 months older than the period end) plus current 2021-12-31 (54 months older than the period end); equity 2026-06-30
Cash flow to debt
n/a
no debt to cover
Return on equity
+10.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+3.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
effective tax rate 56%, not meaningful
Return on capital employed
+17.8%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
78.44x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$1.0B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2021-12-31 (54 months older than the period end) plus current 2021-12-31 (54 months older than the period end), minus cash 2026-06-30
FCF yield
+12.4%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing EPS growth -44%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$756.0M$681.9M$660.7M$620.0M
Gross profit$498.1M$441.8M$421.5M$408.9M
Operating income$25.0M$35.6M$21.1M-$41.7M
Net income$15.4M$30.0M$14.0M-$48.7M
EPS (diluted)0.080.160.07-0.25
Operating cash flow$178.2M$135.6M$124.3M$73.8M
Cash$203.1M$142.1M$225.7M$189.1M
Buybacks$80.5M$165.0M$54.9M$95.1M
SEC XBRL, fiscal years, as known on 2026-10-28

LZ Stock Sonar score 6/7 axes

Find similar shapesCompare

LZ ranks highest on financial health (99th percentile) and profitability (72nd), and lowest on growth (53rd), among Software & IT peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
72
Inputs
  • Return on equity+10.5% · 64 pct, sector of 286
  • Return on assets+3.3% · 66 pct, sector of 381
  • Return on invested capitaleffective tax rate 56%, not meaningful
  • Return on capital employed+17.8% · 87 pct, sector of 294
Financial health
100
Inputs
  • Debt to equity0.00x · 100 pct, sector of 288
  • Cash flow to debtno debt to cover
Growth
53
Inputs
  • Revenue growth, YoY+10.9% · 53 pct, sector of 480
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
55
Inputs
  • Net Form 4 buying (codes P and S), 180d-$2.8M · 42 pct, sector of 284
  • Insider buyers, 180d1 · 69 pct, sector of 290
Institutional and government
57
Inputs
  • Funds adding, latest quarter121 · 57 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
54
Inputs
  • Short interest, % of float+11.0% · 24 pct, sector of 528
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+5.5% · 83 pct, sector of 316
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

LZ filings, in plain words

Are Legalzoom.com insiders buying or selling LZ?

In the 180 days to 2026-10-28, Legalzoom.com insiders were net sellers, a net $2.8M: $768.8K of purchases and $3.6M of sales reported on Form 4, by 1 buyer and 2 sellers.

Are there planned insider sales of LZ?

Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $3.4M of stock; the latest, by Watson Noel Bertram, was filed 2026-08-21.

Read the full summary

In the 180 days to 2026-10-28, Legalzoom.com insiders were net sellers of LZ, a net $2.8M across purchases and sales reported on Form 4 by 1 buyer and 2 sellers. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $3.4M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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