Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alight, Inc. / DelawareALIT · Entity 5436 | Chief Human Resources Officer | August 15, 2026 | August 18, 2026 |
| Root, Inc.ROOT · Entity 764 | Director | June 03, 2026 | June 04, 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.
Alight, Inc. / Delaware
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,458 |
Reported balance
After 2026-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 3,833 · Balance 47,458 F1: Represents the number of shares withheld to cover tax liability incurred upon the vesting of previously reported restricted stock units. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person. F2: Includes restricted stock units scheduled to vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to cover tax liability incurred upon the vesting of previously reported restricted stock units. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person.
F2: Includes restricted stock units scheduled to vest in the future.
Root, Inc.
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,820 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 2,864 · Balance 12,820 F1: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy.
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 15, 2026 Filed Aug 18, 2026 21:02 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | Tax withholdingClass A Common Stock | 3,833 | $13.80 | $52,895.40 |
DisclosureSEC source: 0001628280-26-057741 · wk-form4_1787086946.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,458 F1 · shares: Represents the number of shares withheld to cover tax liability incurred upon the vesting of previously reported restricted stock units. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 21:16 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantPerformance Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-053537 · wk-form4_1785964585.xml · derivative · entry 2 Dorsey Donna · CIK 0001998619 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 12,500 shares Expires not disclosed F3 · derivative.exercise_price: On August 3, 2026, the reporting person was granted 12,500 performance stock units. Each performance stock unit represents a contingent right to receive one share of Alight, Inc.'s Class A Common Stock. F4 · derivative.exercise_date: The performance stock units vest and become earned in up to 25% increments based on the achievement of specified stock price performance hurdles during a performance period, ending on December 31, 2030, subject to service-based vesting conditions. F4 · derivative.expiration_date: The performance stock units vest and become earned in up to 25% increments based on the achievement of specified stock price performance hurdles during a performance period, ending on December 31, 2030, subject to service-based vesting conditions. F1 · balance_after: Securities listed in this filing have been adjusted to reflect a 1-for-20 reverse split of the Issuer's Class A common stock effective as of June 30, 2026. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 21:23 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001998619-26-000001 · wk-form4_1780608218.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,820 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| March 25, 2026 Filed Mar 26, 2026 22:35 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantPerformance Stock Units · Derivative | 1,250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-021533 · wk-form4_1774564550.xml · derivative · entry 2 Dorsey Donna · CIK 0001998619 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250,000 Underlying: Class A Common Stock · 1,250,000 shares Expires not disclosed F1 · derivative.exercise_price: On March 25, 2026, the reporting person was granted 1,250,000 performance stock units. Each performance stock unit represents a contingent right to receive one share of Alight, Inc.'s Class A Common Stock F2 · derivative.exercise_date: The performance stock units vest and become earned in up to 25% increments based on the achievement of specified stock price performance hurdles during a five-year performance period, beginning on April 1, 2026, and ending on December 31, 2030, and subject to service-based vesting conditions. F2 · derivative.expiration_date: The performance stock units vest and become earned in up to 25% increments based on the achievement of specified stock price performance hurdles during a five-year performance period, beginning on April 1, 2026, and ending on December 31, 2030, and subject to service-based vesting conditions. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 21:49 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 506,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-019535 · wk-form4_1773870541.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,025,839 F1 · shares: Represents Restricted Stock Units ("RSUs") scheduled to vest in approximately three equal installments on March 16, 2027, March 16, 2028 and March 16, 2029. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:08 UTC | Alight, Inc. / Delaware ALIT · Entity 5436 | GrantClass A Common Stock | 519,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001998619-25-000003 · wk-form4_1755551280.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,125 F1 · shares: Represents restricted stock units scheduled to vest in approximately three equal installments on August 15, 2026, August 15, 2027, and August 15, 2028. F2 · balance_after: Includes restricted stock units scheduled to vest in the future. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 21:01 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030050 · wk-form4_1749243701.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,956 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:18 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027276 · wk-form4_1717791473.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,837 F1 · shares: Represents the grant of restricted stock units that vest on the date of the Issuer's 2025 Annual Meeting of Stockholders. Read SEC document |
| October 26, 2023 Filed Oct 30, 2023 20:06 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 6,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-035500 · wk-form4_1698696384.xml · nonDerivative · entry 1 Dorsey Donna · CIK 0001998619 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,532 F1 · shares: Represents the grant of restricted stock units ("RSUs"). 2,477 of the shares subject to the RSUs vest on date of the Company's 2024 Annual Meeting of Stockholders, and the remaining 4,055 shares vest on date of the Company's 2025 Annual Meeting of Stockholders. 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.