Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Root, Inc.ROOT · Entity 764 | Chief Administrative Officer | May 15, 2026 | May 18, 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 May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 68,356 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Sale · Disposed 1,606 · Balance 68,356 F1: The shares were sold pursuant to a 10b5-1 trading plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold pursuant to a 10b5-1 trading plan.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 20:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,606 | $55.96 | $89,871.76 |
DisclosureSEC source: 0001977858-26-000004 · wk-form4_1779134536.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,356 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| May 12, 2026 Filed May 13, 2026 21:05 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,706 | $55.74 | $95,092.44 |
DisclosureSEC source: 0001977858-26-000003 · wk-form4_1778706312.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,962 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 20:58 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,706 | $44.35 | $75,661.10 |
DisclosureSEC source: 0001977858-26-000002 · wk-form4_1775681920.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,668 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 13:18 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,112 | $42.33 | $174,060.96 |
DisclosureSEC source: 0001977858-26-000001 · wk-form4_1775222312.xml · nonDerivative · entry 4 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,374 F2 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 13:18 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 6,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001977858-26-000001 · wk-form4_1775222312.xml · derivative · entry 5 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,589 Underlying: Class A Common Stock · 6,442 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. F3 · 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 on April 1, 2027 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. F3 · 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 on April 1, 2027 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 13:18 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 2,874 | $43.26 | $124,329.24 |
DisclosureSEC source: 0001977858-26-000001 · wk-form4_1775222312.xml · nonDerivative · entry 3 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,486 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 13:18 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 6,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001977858-26-000001 · wk-form4_1775222312.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,360 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 13:18 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 8,081 | $43.26 | $349,584.06 |
DisclosureSEC source: 0001977858-26-000001 · wk-form4_1775222312.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,918 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 |
| March 20, 2026 Filed Mar 23, 2026 20:05 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,990 | $44.78 | $178,672.20 |
DisclosureSEC source: 0001628280-26-020492 · wk-form4_1774296335.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,999 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 20:17 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,990 | $45.00 | $179,550.00 |
DisclosureSEC source: 0001628280-26-019419 · wk-form4_1773865049.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,989 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:10 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,900 | $43.61 | $170,079.00 |
DisclosureSEC source: 0001628280-26-018165 · wk-form4_1773691856.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,979 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 20:21 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,900 | $44.97 | $175,383.00 |
DisclosureSEC source: 0001628280-26-016838 · wk-form4_1773260515.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,879 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:19 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,900 | $48.05 | $187,395.00 |
DisclosureSEC source: 0001628280-26-015625 · wk-form4_1772831971.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,779 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:32 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 3,900 | $47.88 | $186,732.00 |
DisclosureSEC source: 0001628280-26-014755 · wk-form4_1772663537.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,679 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,332 | $61.59 | $82,037.88 |
DisclosureSEC source: 0001628280-26-010193 · wk-form4_1771621695.xml · nonDerivative · entry 4 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,579 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 | 4,167 | $61.59 | $256,645.53 |
DisclosureSEC source: 0001628280-26-010193 · wk-form4_1771621695.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,099 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 | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010193 · wk-form4_1771621695.xml · nonDerivative · entry 3 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,911 F3 · shares: Vesting of PSUs granted 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 | 55,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010193 · wk-form4_1771621695.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,266 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 |
| June 16, 2025 Filed Jun 18, 2025 20:08 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 2,500 | $149.16 | $372,900.00 |
DisclosureSEC source: 0001628280-25-032107 · wk-form4_1750277304.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,150 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:04 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 4,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016641 · wk-form4_1743717844.xml · derivative · entry 4 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,031 Underlying: Class A Common Stock · 4,295 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 on April 1, 2027 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 on April 1, 2027 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 22:04 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,948 | $128.60 | $250,512.80 |
DisclosureSEC source: 0001628280-25-016641 · wk-form4_1743717844.xml · nonDerivative · entry 3 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,650 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 22:04 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 4,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016641 · wk-form4_1743717844.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,598 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 22:04 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 7,862 | $128.60 | $1,011,053.20 |
DisclosureSEC source: 0001628280-25-016641 · wk-form4_1743717844.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,303 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 18, 2025 Filed Feb 20, 2025 21:53 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 15 | $128.33 | $1,924.95 |
DisclosureSEC source: 0001628280-25-006812 · wk-form4_1740088419.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,165 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 01:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 216 | $106.20 | $22,939.20 |
DisclosureSEC source: 0001628280-25-004168 · wk-form4_1738803917.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,180 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 01:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 146 | $106.20 | $15,505.20 |
DisclosureSEC source: 0001628280-25-004168 · wk-form4_1738803917.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,396 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 16, 2025 Filed Jan 18, 2025 00:33 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 15 | $88.33 | $1,324.95 |
DisclosureSEC source: 0001628280-25-001906 · wk-form4_1737160392.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,542 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 22:40 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $76.35 | $1,068.90 |
DisclosureSEC source: 0001628280-24-051906 · wk-form4_1734561647.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,557 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 19, 2024 Filed Nov 20, 2024 21:23 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,000 | $100.00 | $400,000.00 |
DisclosureSEC source: 0001628280-24-048667 · wk-form4_1732137796.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,571 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:23 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $95.49 | $1,336.86 |
DisclosureSEC source: 0001628280-24-048667 · wk-form4_1732137796.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,571 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 07, 2024 Filed Nov 8, 2024 21:29 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,500 | $78.70 | $432,833.50 |
DisclosureSEC source: 0001628280-24-046682 · wk-form4_1731101348.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,585 F1 · price: The shares were sold at prices ranging from $78.56 to $79.00. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:54 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 194 | $71.01 | $13,775.94 |
DisclosureSEC source: 0001628280-24-045340 · wk-form4_1730843660.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,085 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 | 131 | $71.01 | $9,302.31 |
DisclosureSEC source: 0001628280-24-045340 · wk-form4_1730843660.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,279 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 16, 2024 Filed Oct 18, 2024 20:18 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $42.69 | $597.66 |
DisclosureSEC source: 0001628280-24-043114 · wk-form4_1729282682.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,410 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 16, 2024 Filed Sep 17, 2024 20:31 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $40.19 | $562.66 |
DisclosureSEC source: 0001628280-24-040612 · wk-form4_1726605058.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,424 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 16, 2024 Filed Aug 19, 2024 20:17 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $49.00 | $686.00 |
DisclosureSEC source: 0001628280-24-037706 · wk-form4_1724098652.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,438 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 21:30 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 193 | $57.74 | $11,143.82 |
DisclosureSEC source: 0001628280-24-034834 · wk-form4_1722893443.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,452 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 21:30 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 131 | $57.74 | $7,563.94 |
DisclosureSEC source: 0001628280-24-034834 · wk-form4_1722893443.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,645 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 16, 2024 Filed Jul 17, 2024 20:52 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $80.97 | $1,133.58 |
DisclosureSEC source: 0001628280-24-032099 · wk-form4_1721249533.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,776 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 17, 2024 Filed Jun 18, 2024 21:32 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $45.61 | $638.54 |
DisclosureSEC source: 0001628280-24-028864 · wk-form4_1718746322.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,790 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 16, 2024 Filed May 20, 2024 20:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $61.81 | $865.34 |
DisclosureSEC source: 0001628280-24-024338 · wk-form4_1716235646.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,804 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 21:13 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 194 | $69.91 | $13,562.54 |
DisclosureSEC source: 0001628280-24-020360 · wk-form4_1714770787.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,818 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 21:13 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 131 | $69.91 | $9,158.21 |
DisclosureSEC source: 0001628280-24-020360 · wk-form4_1714770787.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,012 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 16, 2024 Filed Apr 18, 2024 22:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $61.84 | $865.76 |
DisclosureSEC source: 0001628280-24-016824 · wk-form4_1713477930.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,143 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 21:06 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014637 · wk-form4_1712178388.xml · derivative · entry 5 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,326 Underlying: Class A Common Stock · 2,147 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 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 21:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 974 | $62.08 | $60,465.92 |
DisclosureSEC source: 0001628280-24-014637 · wk-form4_1712178388.xml · nonDerivative · entry 4 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,157 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 21:06 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014637 · wk-form4_1712178388.xml · nonDerivative · entry 3 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,131 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 21:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 4,573 | $60.52 | $276,757.96 |
DisclosureSEC source: 0001628280-24-014637 · wk-form4_1712178388.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,984 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 21:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,066 | $60.52 | $64,514.32 |
DisclosureSEC source: 0001628280-24-014637 · wk-form4_1712178388.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,557 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 18, 2024 Filed Mar 20, 2024 20:23 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $59.13 | $827.82 |
DisclosureSEC source: 0001628280-24-012226 · wk-form4_1710966214.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,623 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.