Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Root, Inc.ROOT · Entity 764 | Chief Financial Officer | April 11, 2022 | April 13, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Root, Inc.
Report date April 11, 2022 · Filed April 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 653,416 |
Reported balance
After 2022-04-11 transaction · row 1
1 source rowRow 1 · 2022-04-11 · Grant · Acquired 653,416 · Balance 653,416 F1: Represents the grant of restricted stock units ("RSUs"). One-half of the shares subject to the RSUs vest on the first anniversary of the grant date and the remainder vest quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units ("RSUs"). One-half of the shares subject to the RSUs vest on the first anniversary of the grant date and the remainder vest quarterly thereafter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INFINITY PROPERTY & CASUALTY CORP
Report date July 02, 2018 · Filed July 02, 2018
Section 16 reporting ended · disclosed 2018-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,639.23 |
Reported balance
After 2018-07-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-02 · Disposition to issuer · Disposed 7,471 · Balance 6,639.23 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 13, 2018 (the "Merger Agreement"), by and among Kemper Corporation ("Kemper"), Vulcan Sub, Inc., a wholly owned subsidiary of Kemper ("Sub"), and Infinity Property and Casualty Corporation (the "Company"), these restricted shares of common stock of the Company, no par value per share ("Company Common Stock"), were cancelled without any acceleration of vesting effective as of the effective time of the merger of the Company and Sub (the "Merger") and exchanged for the right to receive a number of restricted stock units of Kemper equal to the number of cancelled restricted shares multiplied by 2.0031, without interest and less any applicable withholding of taxes. F2: Includes 150.23 shares acquired through a dividend reinvestment plan, including 32.7 shares acquired since March 15, 2018. |
| Common StockSEC Table I · non-derivative | Direct | 16,292.23 |
Reported balance
After 2018-07-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-07-02 · Grant · Acquired 9,653 · Balance 16,292.23 F3: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. |
| Common StockSEC Table I · non-derivative | Direct | 6,639.23 |
Reported balance
After 2018-07-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-07-02 · Disposition to issuer · Disposed 9,653 · Balance 6,639.23 F3: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-02 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-07-02 · Disposition to issuer · Disposed 6,639.23 · Balance 0 F4: Pursuant to the Merger Agreement, effective as of the effective time of the Merger, these shares of Company Common Stock were converted into the right to receive, at the election of the stockholder, (i) $51.60 in cash and 1.2019 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes, (ii) $129.00 in cash, without interest and less any applicable withholding for taxes, or (iii) $49.58 in cash and 1.2332 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of February 13, 2018 (the "Merger Agreement"), by and among Kemper Corporation ("Kemper"), Vulcan Sub, Inc., a wholly owned subsidiary of Kemper ("Sub"), and Infinity Property and Casualty Corporation (the "Company"), these restricted shares of common stock of the Company, no par value per share ("Company Common Stock"), were cancelled without any acceleration of vesting effective as of the effective time of the merger of the Company and Sub (the "Merger") and exchanged for the right to receive a number of restricted stock units of Kemper equal to the number of cancelled restricted shares multiplied by 2.0031, without interest and less any applicable withholding of taxes.
F2: Includes 150.23 shares acquired through a dividend reinvestment plan, including 32.7 shares acquired since March 15, 2018.
F3: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes.
F4: Pursuant to the Merger Agreement, effective as of the effective time of the Merger, these shares of Company Common Stock were converted into the right to receive, at the election of the stockholder, (i) $51.60 in cash and 1.2019 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes, (ii) $129.00 in cash, without interest and less any applicable withholding for taxes, or (iii) $49.58 in cash and 1.2332 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 11, 2022 Filed Apr 13, 2022 16:10 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 653,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024272 · doc4.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653,416 F1 · shares: Represents the grant of restricted stock units ("RSUs"). One-half of the shares subject to the RSUs vest on the first anniversary of the grant date and the remainder vest quarterly thereafter. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 16:32 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | Disposition to issuerCommon Stock | 6,639.23 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-018937 · doc4.xml · nonDerivative · entry 4 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: Pursuant to the Merger Agreement, effective as of the effective time of the Merger, these shares of Company Common Stock were converted into the right to receive, at the election of the stockholder, (i) $51.60 in cash and 1.2019 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes, (ii) $129.00 in cash, without interest and less any applicable withholding for taxes, or (iii) $49.58 in cash and 1.2332 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes. F4 · price: Pursuant to the Merger Agreement, effective as of the effective time of the Merger, these shares of Company Common Stock were converted into the right to receive, at the election of the stockholder, (i) $51.60 in cash and 1.2019 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes, (ii) $129.00 in cash, without interest and less any applicable withholding for taxes, or (iii) $49.58 in cash and 1.2332 shares of Kemper Common Stock, without interest and less any applicable withholding for taxes. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 16:32 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | Disposition to issuerCommon Stock | 9,653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-018937 · doc4.xml · nonDerivative · entry 3 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,639.23 F3 · kind: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. F3 · price: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 16:32 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | GrantCommon Stock | 9,653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-018937 · doc4.xml · nonDerivative · entry 2 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,292.23 F3 · kind: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. F3 · price: Pursuant to the Merger Agreement, outstanding Company performance share units became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and then converted into the right to receive a number of shares of common stock of Kemper, par value $0.01 per share ("Kemper Common Stock"), equal to the target number of shares of Company Common Stock underlying the vested Company performance share units multiplied by 2.0031, without interest and less any applicable withholding for taxes. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 16:32 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | Disposition to issuerCommon Stock | 7,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-018937 · doc4.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,639.23 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of February 13, 2018 (the "Merger Agreement"), by and among Kemper Corporation ("Kemper"), Vulcan Sub, Inc., a wholly owned subsidiary of Kemper ("Sub"), and Infinity Property and Casualty Corporation (the "Company"), these restricted shares of common stock of the Company, no par value per share ("Company Common Stock"), were cancelled without any acceleration of vesting effective as of the effective time of the merger of the Company and Sub (the "Merger") and exchanged for the right to receive a number of restricted stock units of Kemper equal to the number of cancelled restricted shares multiplied by 2.0031, without interest and less any applicable withholding of taxes. F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 13, 2018 (the "Merger Agreement"), by and among Kemper Corporation ("Kemper"), Vulcan Sub, Inc., a wholly owned subsidiary of Kemper ("Sub"), and Infinity Property and Casualty Corporation (the "Company"), these restricted shares of common stock of the Company, no par value per share ("Company Common Stock"), were cancelled without any acceleration of vesting effective as of the effective time of the merger of the Company and Sub (the "Merger") and exchanged for the right to receive a number of restricted stock units of Kemper equal to the number of cancelled restricted shares multiplied by 2.0031, without interest and less any applicable withholding of taxes. F2 · balance_after: Includes 150.23 shares acquired through a dividend reinvestment plan, including 32.7 shares acquired since March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 11:02 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | Tax withholdingCommon Stock | 1,265 | $118.10 | $149,396.50 |
DisclosureSEC source: 0001195933-18-000019 · wf-form4_152147172702442.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,077.53 F1 · shares: Represents the surrender of shares that the reporting person was entitled to receive under the Third Amended and Restated 2013 Stock Incentive Plan to satisfy tax withholding obligations. F2 · price: Represents the closing trading price on March 15, 2018. F3 · balance_after: Includes 117.53 shares acquired through a dividend reinvestment plan. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 15:50 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | GrantCommon Stock | 2,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001195933-18-000008 · wf-form4_151864141281274.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,342.53 F1 · shares: Represents the number of shares that the reporting person is entitled to receive on March 15, 2018 upon the conversion of 5,085 performance shares awarded under the terms of the Third Amended and Restated 2013 Stock Incentive Plan based upon achievement of performance goals for the period beginning January 1, 2015 and ending December 31, 2017. F2 · balance_after: Includes 117.53 shares through a dividend reinvestment plan. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 13:41 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | Tax withholdingCommon Stock | 3,142 | $98.05 | $308,073.10 |
DisclosureSEC source: 0001195933-17-000035 · wf-form4_148968609304560.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,396 F1 · shares: Represents the surrender of shares that the reporting person was entitled to receive under the Third Amended and Restated 2008 Performance Share Plan to satisfy tax withholding obligations. F2 · price: Represents the closing trading price on March 15, 2017. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 11:26 UTC | INFINITY PROPERTY & CASUALTY CORP IPCC · Entity 165298 | GrantCommon Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001195933-17-000026 · wf-form4_148855838113807.xml · nonDerivative · entry 1 Bateman Robert H. · CIK 0001557065 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,538 F1 · shares: Represents the number of shares that the reporting person is entitled to receive on March 15, 2017 upon the conversion of 5,552 performance shares awarded under the terms of the Third Amended and Restated 2013 Stock Incentive Plan based upon achievement of performance goals for the period beginning January 1, 2014 and ending December 31, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.