organization · Reporting owner
Scale Venture Partners V, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Root, Inc.
Report date October 30, 2020 · Filed November 03, 2020
Section 16 reporting ended · disclosed 2020-11-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 6,051,679 |
Reported balance
After 2020-10-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-10-30 · Conversion · Acquired 6,051,679 · Balance 6,051,679 F1: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F2: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F3: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2020-10-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-10-30 · Other · Disposed 6,051,679 · Balance 0 F5: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2020-10-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-10-30 · Conversion · Disposed 5,894,340 · Balance 0 F1: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2020-10-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-10-30 · Conversion · Disposed 96,698 · Balance 0 F2: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2020-10-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-10-30 · Conversion · Disposed 60,641 · Balance 0 F3: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 6,051,679 |
Reported balance
After 2020-10-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-10-30 · Other · Acquired 6,051,679 · Balance 6,051,679 F5: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.
F2: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.
F3: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date.
F4: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V.
F5: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7.
F6: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
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 |
|---|---|---|---|---|---|---|
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | OtherClass B Common Stock · Derivative | 6,051,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · derivative · entry 6 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,051,679 Underlying: Class A Common Stock · 6,051,679 shares Expires not disclosed F5 · security: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | ConversionSeries E Preferred Stock · Derivative | 60,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · derivative · entry 5 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 60,641 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F3 · derivative.exercise_price: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F3 · derivative.exercise_date: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F3 · derivative.expiration_date: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | ConversionSeries D Preferred Stock · Derivative | 96,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · derivative · entry 4 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 96,698 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F2 · derivative.exercise_price: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F2 · derivative.exercise_date: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F2 · derivative.expiration_date: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | ConversionSeries C Preferred Stock · Derivative | 5,894,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · derivative · entry 3 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 5,894,340 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F1 · derivative.exercise_price: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | OtherCommon Stock | 6,051,679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · nonDerivative · entry 2 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F5 · security: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · price: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:54 UTC | Root, Inc. ROOT · Entity 764 | ConversionCommon Stock | 6,051,679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-056769 · doc4.xml · nonDerivative · entry 1 Scale Venture Partners V, L.P. · CIK 0001658574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,051,679 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F2 · price: The Series D Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F3 · price: The Series E Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering and had no expiration date. F4 · ownership.nature: The shares are held of record by Scale Venture Partners V, L.P. (SVP V). Scale Venture Management V, LLC, or SVM V, is the general partner of Scale Venture Management V, LP, which is the general partner of SVP IV. Scale Venture Management V LLC (SVM V), the ultimate general partner of SVP V, has sole voting and dispositive power with respect to the shares held by SVP V. Andy Vitus, Rory O'Driscoll, Stacey Bishop and Ariel Tseitlin, managers of SVM V, share voting and dispositive power with respect to the shares held by SVP V. 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.