Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Root, Inc.ROOT · Entity 764 | Chief Accounting Officer | September 21, 2026 | September 22, 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 September 21, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,444 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Tax withholding · Disposed 294 · Balance 23,444 F1: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 22, 2026 20:02 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 294 | $49.78 | $14,635.32 |
DisclosureSEC source: 0001628280-26-063021 · wk-form4_1790107362.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,444 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 |
| September 15, 2026 Filed Sep 17, 2026 20:46 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 490 | $53.60 | $26,264.00 |
DisclosureSEC source: 0001628280-26-062547 · wk-form4_1789677995.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,738 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 21, 2026 Filed Aug 24, 2026 20:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 88 | $55.79 | $4,909.52 |
DisclosureSEC source: 0001628280-26-058601 · wk-form4_1787601622.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,228 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 22, 2026 Filed Jun 23, 2026 20:13 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 294 | $51.07 | $15,014.58 |
DisclosureSEC source: 0001628280-26-044895 · wk-form4_1782245607.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,316 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, 2026 Filed Jun 16, 2026 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 490 | $54.86 | $26,881.40 |
DisclosureSEC source: 0001628280-26-043530 · wk-form4_1781640303.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,610 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 21, 2026 Filed May 22, 2026 21:04 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 351 | $57.85 | $20,305.35 |
DisclosureSEC source: 0002019852-26-000002 · wk-form4_1779483854.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,100 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, 2026 Filed May 4, 2026 20:02 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 82 | $55.05 | $4,514.10 |
DisclosureSEC source: 0002019852-26-000001 · wk-form4_1777924936.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,451 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 |
| March 20, 2026 Filed Mar 23, 2026 20:01 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 294 | $45.59 | $13,403.46 |
DisclosureSEC source: 0001628280-26-020488 · wk-form4_1774296073.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,533 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 |
| March 16, 2026 Filed Mar 17, 2026 20:10 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 489 | $44.30 | $21,662.70 |
DisclosureSEC source: 0001628280-26-018717 · wk-form4_1773778202.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,827 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 |
| March 11, 2026 Filed Mar 16, 2026 13:22 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 6,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017945 · wk-form4_1773667315.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,316 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 evenly. Read SEC document |
| December 22, 2025 Filed Dec 23, 2025 21:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 299 | $74.63 | $22,314.37 |
DisclosureSEC source: 0001628280-25-058732 · wk-form4_1766523901.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,696 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 |
| December 15, 2025 Filed Dec 16, 2025 22:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 499 | $81.14 | $40,488.86 |
DisclosureSEC source: 0001628280-25-057431 · wk-form4_1765922398.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,995 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 03, 2025 Filed Nov 5, 2025 21:10 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 83 | $80.79 | $6,705.57 |
DisclosureSEC source: 0001628280-25-049559 · wk-form4_1762377053.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,494 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 |
| September 22, 2025 Filed Sep 23, 2025 20:50 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,195 | $102.88 | $122,941.60 |
DisclosureSEC source: 0001628280-25-042491 · wk-form4_1758660604.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,577 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 |
| September 15, 2025 Filed Sep 16, 2025 20:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 499 | $100.20 | $49,999.80 |
DisclosureSEC source: 0002019852-25-000002 · wk-form4_1758053186.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,772 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 16, 2025 Filed Jun 18, 2025 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 499 | $145.41 | $72,559.59 |
DisclosureSEC source: 0001628280-25-032104 · wk-form4_1750277132.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,271 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 21, 2025 Filed May 23, 2025 21:15 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-027656 · wk-form4_1748034941.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,770 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 evenly. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:23 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 166 | $136.63 | $22,680.58 |
DisclosureSEC source: 0001628280-25-022193 · wk-form4_1746476575.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,182 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 |
| March 17, 2025 Filed Mar 19, 2025 20:30 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 499 | $152.34 | $76,017.66 |
DisclosureSEC source: 0001628280-25-013842 · wk-form4_1742416233.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,348 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 |
| December 16, 2024 Filed Dec 18, 2024 22:39 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,994 | $76.35 | $152,241.90 |
DisclosureSEC source: 0001628280-24-051905 · wk-form4_1734561558.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,847 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 |
| September 20, 2024 Filed Sep 24, 2024 21:58 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 5,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-041243 · wk-form4_1727215077.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,841 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 evenly. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:13 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 738 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-020066 · wk-form4_1714684368.xml · nonDerivative · entry 1 Forish Ryan · CIK 0002019852 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,514 F1 · shares: Represents the grant of restricted stock units, one-half of which vest on May 1, 2025 and the remainder of which vest semi-annually thereafter. 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.