Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 14,696 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 2,864 · Balance 14,696 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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 4, 2026 21:24 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001936348-26-000001 · wk-form4_1780608252.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,696 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:32 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,500 | $155.00 | $232,500.00 |
DisclosureSEC source: 0001628280-25-031016 · wk-form4_1749760327.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,832 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 2,790 | $133.80 | $373,302.00 |
DisclosureSEC source: 0001628280-25-030054 · wk-form4_1749243745.xml · nonDerivative · entry 2 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,332 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030054 · wk-form4_1749243745.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,122 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:21 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 2,000 | $96.33 | $192,666.00 |
DisclosureSEC source: 0001628280-24-048665 · wk-form4_1732137709.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,003 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:22 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027280 · wk-form4_1717791746.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,003 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 |
| August 16, 2023 Filed Aug 18, 2023 20:05 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 7,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046520 · doc4.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,698 F1 · shares: Represents the grant of restricted stock units ("RSUs"). Half of the shares subject to the RSUs vest on date of the Company's 2024 Annual Meeting of Stockholders, and the other half vest on date of the Company's 2025 Annual Meeting of Stockholders. 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 |
| July 01, 2022 Filed Jul 6, 2022 20:39 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 124,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041160 · doc4.xml · nonDerivative · entry 1 Szudarek Julie · CIK 0001936348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,314 F1 · shares: Represents the grant of restricted stock units that vest on the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continuous service on the applicable vesting date, and in certain other circumstances. 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.