Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Root, Inc.ROOT · Entity 764 | Chief Financial Officer | August 21, 2026 | August 24, 2026 |
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 August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 112,317 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Gift · Disposed 1,523 · Balance 112,317 |
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 |
|---|---|---|---|---|---|---|
| August 21, 2026 Filed Aug 24, 2026 20:03 UTC | Root, Inc. ROOT · Entity 764 | GiftClass A Common Stock | 1,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-058609 · wk-form4_1787601819.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,317 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 13:20 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 4,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001828747-26-000001 · wk-form4_1775222413.xml · derivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,369 Underlying: Class A Common Stock · 4,777 shares Expires 2028-04-01 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 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. F2 · derivative.exercise_date: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 13:20 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 2,131 | $43.26 | $92,187.06 |
DisclosureSEC source: 0001828747-26-000001 · wk-form4_1775222413.xml · nonDerivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,840 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 13:20 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 4,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001828747-26-000001 · wk-form4_1775222413.xml · nonDerivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,971 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. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 13:20 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 8,081 | $43.26 | $349,584.06 |
DisclosureSEC source: 0001828747-26-000001 · wk-form4_1775222413.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,194 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,595 | $61.59 | $98,236.05 |
DisclosureSEC source: 0001628280-26-010194 · wk-form4_1771621733.xml · nonDerivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,275 F2 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of PSUs. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 4,373 | $61.59 | $269,333.07 |
DisclosureSEC source: 0001628280-26-010194 · wk-form4_1771621733.xml · nonDerivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,700 F2 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of PSUs. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:08 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 4,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010194 · wk-form4_1771621733.xml · nonDerivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,870 F3 · shares: Vesting of PSUsgranted under the Issuer's 2020 Equity Incentive Plan upon the certification of performance by the Compensation Committee. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:08 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 57,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010194 · wk-form4_1771621733.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,073 F1 · shares: Reflects Performance-Based Restricted Share Units ("PSUs") granted under the Issuer's 2020 Equity Incentive Plan. One-quarter of the PSUs vested upon the certification of performance by the Compensation Committee and the remainder vest annually (25% per year) on January 1, 2027, January 1, 2028, and January 1, 2029. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:03 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016640 · wk-form4_1743717817.xml · derivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,146 Underlying: Class A Common Stock · 3,184 shares Expires 2028-04-01 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 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified average closing price per share over 45 consecutive trading days on or after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. F2 · derivative.exercise_date: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified average closing price per share over 45 consecutive trading days on or after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:03 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,444 | $128.60 | $185,698.40 |
DisclosureSEC source: 0001628280-25-016640 · wk-form4_1743717817.xml · nonDerivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,205 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:03 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 3,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016640 · wk-form4_1743717817.xml · nonDerivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,649 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:03 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 8,174 | $128.60 | $1,051,176.40 |
DisclosureSEC source: 0001628280-25-016640 · wk-form4_1743717817.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,465 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 01:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 33 | $106.20 | $3,504.60 |
DisclosureSEC source: 0001628280-25-004170 · wk-form4_1738804010.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,639 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:54 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 42 | $71.01 | $2,982.42 |
DisclosureSEC source: 0001628280-24-045341 · wk-form4_1730843690.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,672 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 21:31 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 42 | $57.74 | $2,425.08 |
DisclosureSEC source: 0001628280-24-034837 · wk-form4_1722893486.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,714 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:18 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 42 | $69.91 | $2,936.22 |
DisclosureSEC source: 0001628280-24-020364 · wk-form4_1714771111.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,756 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 21:05 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014636 · wk-form4_1712178329.xml · derivative · entry 5 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,330 Underlying: Class A Common Stock · 1,592 shares Expires 2028-04-01 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 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2027 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days on or after such date. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. F2 · derivative.exercise_date: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2027 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days on or after such date. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 21:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 722 | $62.08 | $44,821.76 |
DisclosureSEC source: 0001628280-24-014636 · wk-form4_1712178329.xml · nonDerivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,798 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 21:05 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 1,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014636 · wk-form4_1712178329.xml · nonDerivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,520 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. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 7,549 | $60.52 | $456,865.48 |
DisclosureSEC source: 0001628280-24-014636 · wk-form4_1712178329.xml · nonDerivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,928 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 245 | $60.52 | $14,827.40 |
DisclosureSEC source: 0001628280-24-014636 · wk-form4_1712178329.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,477 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:20 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28 | $8.20 | $229.60 |
DisclosureSEC source: 0001628280-24-003311 · wk-form4_1707167996.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,722 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:30 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 164 | $10.47 | $1,717.08 |
DisclosureSEC source: 0001628280-24-000494 · wk-form4_1704411030.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,750 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28 | $8.85 | $247.80 |
DisclosureSEC source: 0001628280-23-036708 · wk-form4_1699041971.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,914 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 164 | $8.83 | $1,448.12 |
DisclosureSEC source: 0001209191-23-051887 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,942 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 20:09 UTC | Root, Inc. ROOT · Entity 764 | GrantPerformance-Based Restricted Stock Units · Derivative | 15,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045421 · doc4.xml · derivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,922 Underlying: Class A Common Stock · 15,922 shares Expires 2028-04-01 F2 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. F2 · derivative.exercise_date: Each Performance-Based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of ROOT Class A common stock. The PSUs vest in tranches of 1,592 on April 1, 2024; 3,184 on April 1, 2025; 4,777 on April 1, 2026; and 6,369 on April 1, 2026 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 20:09 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 70,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045421 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,106 F1 · shares: Represents the grant of restricted stock units ("RSUs"). The shares subject to the RSUs vest on the following schedule: 16,646 on April 1, 2024; 18,024 on April 1, 2025; 18,117 on April 1, 2026; 18,117 on April 1, 2027. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:15 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28 | $10.93 | $306.04 |
DisclosureSEC source: 0001209191-23-044411 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,202 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 164 | $10.08 | $1,653.12 |
DisclosureSEC source: 0001209191-23-041503 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,230 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 22:41 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 612 | $6.41 | $3,922.92 |
DisclosureSEC source: 0001209191-23-038605 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,394 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:21 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28 | $4.24 | $118.72 |
DisclosureSEC source: 0001209191-23-026951 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,006 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 22:21 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 655 | $4.36 | $2,855.80 |
DisclosureSEC source: 0001209191-23-023442 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,034 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:44 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 33 | $6.12 | $201.96 |
DisclosureSEC source: 0001209191-23-007113 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,689 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:56 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28 | $8.07 | $225.96 |
DisclosureSEC source: 0001209191-22-055530 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,723 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. F2 · balance_after: The issuer effected a 1-for-18 reverse stock split of its Class A Common Stock and Class B Common Stock on August 12, 2022. The number of securities reported on this Form 4 has been adjusted to reflect the reverse stock split. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 503 | $1.05 | $528.15 |
DisclosureSEC source: 0001209191-22-044228 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,541 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:28 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 503 | $1.91 | $960.73 |
DisclosureSEC source: 0001209191-22-027093 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,044 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:50 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 77,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023340 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,547 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 |
| February 01, 2022 Filed Feb 3, 2022 22:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 2,361 | $2.10 | $4,958.10 |
DisclosureSEC source: 0001209191-22-006846 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,918 F1 · shares: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:41 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 36,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065118 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,279 F1 · shares: Represents the grant of restricted stock units ("RSUs"). The shares subject to the RSUs vest on June 15, 2023. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 14:31 UTC | Root, Inc. ROOT · Entity 764 | ConversionClass B Common Stock · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052141 · doc4.xml · derivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 2,500 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 · 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. F2 · kind: On August 16, 2021, the Reporting Person exercised stock options regarding 2,500 shares of Class B Common Stock (the "Exercise"). Under the terms of the Exercise, the Reporting Person received 2,500 shares of Class A Common Stock rather than Class B Common Stock. This report reflects the Exercise as the exempt disposition of the stock options, a deemed exempt acquisition of the underlying Class B Common Stock, and a deemed exempt conversion of such Class B Common Stock into Class A Common Stock. F1 · 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. F1 · 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. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 14:31 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass B Common Stock · Derivative | 2,500 | $2.40 | $6,000.00 |
DisclosureSEC source: 0001209191-21-052141 · doc4.xml · derivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Class A Common Stock · 2,500 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 · 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. F2 · kind: On August 16, 2021, the Reporting Person exercised stock options regarding 2,500 shares of Class B Common Stock (the "Exercise"). Under the terms of the Exercise, the Reporting Person received 2,500 shares of Class A Common Stock rather than Class B Common Stock. This report reflects the Exercise as the exempt disposition of the stock options, a deemed exempt acquisition of the underlying Class B Common Stock, and a deemed exempt conversion of such Class B Common Stock into Class A Common Stock. F1 · 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. F1 · 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. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 14:31 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-21-052141 · doc4.xml · derivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Class B Common Stock · 2,500 shares Expires 2029-04-17 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 · kind: On August 16, 2021, the Reporting Person exercised stock options regarding 2,500 shares of Class B Common Stock (the "Exercise"). Under the terms of the Exercise, the Reporting Person received 2,500 shares of Class A Common Stock rather than Class B Common Stock. This report reflects the Exercise as the exempt disposition of the stock options, a deemed exempt acquisition of the underlying Class B Common Stock, and a deemed exempt conversion of such Class B Common Stock into Class A Common Stock. F3 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on April 18, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 14:31 UTC | Root, Inc. ROOT · Entity 764 | ConversionClass A Common Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-052141 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,990 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 · kind: 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. F2 · kind: On August 16, 2021, the Reporting Person exercised stock options regarding 2,500 shares of Class B Common Stock (the "Exercise"). Under the terms of the Exercise, the Reporting Person received 2,500 shares of Class A Common Stock rather than Class B Common Stock. This report reflects the Exercise as the exempt disposition of the stock options, a deemed exempt acquisition of the underlying Class B Common Stock, and a deemed exempt conversion of such Class B Common Stock into Class A Common Stock. F1 · 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. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 21:34 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 26,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027595 · doc4.xml · nonDerivative · entry 1 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,490 F1 · shares: Represents the grant of restricted stock units ("RSUs"). One-quarter of the shares subject to the RSUs vest on February 1, 2022 and the remainder vest quarterly thereafter. Read SEC document |
| October 30, 2020 Filed Nov 4, 2020 01:07 UTC | Root, Inc. ROOT · Entity 764 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $8.09 | $0.00 |
DisclosureSEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 6 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2030-08-28 F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on August 29, 2021, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.underlying: 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. Read SEC document |
| October 30, 2020 Filed Nov 4, 2020 01:07 UTC | Root, Inc. ROOT · Entity 764 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $8.09 | $0.00 |
DisclosureSEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 5 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2030-08-28 F4 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award shall vest on August 29, 2021, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. Read SEC document |
| October 30, 2020 Filed Nov 4, 2020 01:07 UTC | Root, Inc. ROOT · Entity 764 | OtherStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 4 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class B Common Stock · 20,000 shares Expires 2029-04-17 F3 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on April 18, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date. F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.underlying: 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. Read SEC document |
| October 30, 2020 Filed Nov 4, 2020 01:07 UTC | Root, Inc. ROOT · Entity 764 | OtherStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 3 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2029-04-17 F3 · derivative.exercise_date: The shares subject to the option are immediately exercisable. One-fourth of the shares subject to the option award vested on April 18, 2020, and thereafter one-forty-eighth of the shares subject to the option award vest monthly, subject to the Reporting Person's continuous service through each such vesting date. F1 · derivative.underlying: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. Read SEC document |
| October 30, 2020 Filed Nov 4, 2020 01:07 UTC | Root, Inc. ROOT · Entity 764 | OtherClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056794 · doc4.xml · derivative · entry 2 Binkley Megan · CIK 0001828747 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed F1 · security: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · 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. F2 · 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. F2 · 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. F2 · 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. 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.