Lemonade, Inc. LMND Chief Executive

What Daniel Schreiber says in public, and what their own SEC filings show they own.

Daniel Schreiber

Daniel Schreiber

Co-founder & CEO · Lemonade, Inc.

Israeli-American entrepreneur; previously president of Powermat Technologies.

daschreiber
What they own

Ownership

Skin in the game
42/ 70
Level 3Stakeholder

Schreiber owns about 20% of Lemonade, Inc., worth $655.5M at the last close.

SEC filings
21
Stake 14.5M reported shares ≈ 19.6% of shares outstanding — no 13G on file, so an estimate 35/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction Net seller — 135,733 shares ($12.9M) sold in the last year 0/15
Discipline 2 late Form 4s in 21 filings 7/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 14.5M Every lot on the person's own filings, as of Mar 18, 2026
Last open-market trade Sale · $902K Jan 23, 2026 · 9,108 shares at $99.04 · under a 10b5-1 plan
Paper trail 2 late filings Form 4 covering a 2026-01-23 open-market sale in Lemonade, Inc. was filed 2026-02-04, 8 business days later; Section 16 allows two.
Reported Lemonade, Inc. shares Forms 3, 4 and 5 · as of 2026-03-18
05M10M15M20M 202020212022202320242025 Mar 2026: net +1.0M shares across 1 movement (largest: award +1.0M)Jan 2026: net −135,733 shares across 2 movements (largest: sale −126,625)Nov 2025: net −35,000 shares across 1 movement (largest: gift −35,000) 14.5M

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
COMMON STOCKDirectly held by SoftBank Group Capital Limited11,983,384
COMMON STOCKDirectly held by Dan and Dan Ltd.1,514,426
COMMON STOCKDirect1,024,327
Reported as of 2026-03-1814,522,137
Held directly
7%
Vehicles
2 trusts or entities
Last filing
Mar 20, 2026
Activity · last 12 months 4 events folded from 5 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Mar 18, 2026 Award Grant or award across 2 lots +1,000,000 — —
Jan 23, 2026 Sale Open-market sale −9,108 $99.04 $902K Through Directly held by Dan and Dan Ltd. · under a 10b5-1 plan · Filed Feb 4, 2026, outside the two-day window
Jan 22, 2026 Sale Open-market sale −126,625 $94.74 $12.0M Through Directly held by Dan and Dan Ltd. · under a 10b5-1 plan
Nov 11, 2025 Gift Gift −35,000 — —
Every issuer Daniel Schreiber files as an insider of
CompanyRoleReportedBeneficial% of class
LMND Lemonade, Inc. This page Chief Executive Officer 15M
2026-03-18		 — —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

21 filings under CIK 0001815651 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Jul 29, 2026 Schreiber's argument was that the gap investors keep pointing at - growth spend rising faster than in-force premium - is arithmetic, not decay. Spend is a flow that resets every year; the premium it buys is a stock that compounds, so a roughly $15m annual addition on a growing base necessarily decelerates while the premium book it created keeps stacking, at an LTV/CAC held near 3x throughout. He committed to the crossover: from 2027 he expects premium growth to outpace spend growth. He also declined the gross-margin framing outright, saying Lemonade optimises gross profit and will deliberately spend margin to price aggressively in car where its cost structure lets it, and he pointed at a 5% loss-adjustment expense ratio against a ~9% industry average as the proof that the structural advantage is real. Alongside it he announced that Tim Bixby hands the CFO role to Nick Stead at year-end. Read the call · 9 quotes →
In their own words

Podcasts, interviews & articles

5 recorded appearances

2026

2025

Who else runs a company like this one

Every CEO we track →
Anthony Noto Anthony Noto SoFi Technologies, Inc. (SOFI) Vlad Tenev Vlad Tenev Robinhood Markets Inc. (HOOD) Max Levchin Max Levchin Affirm Holdings, Inc. (AFRM) Paul Gu Upstart Holdings, Inc. (UPST) Enrique Lores Enrique Lores PayPal Holdings, Inc. (PYPL)