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 |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 20, 2024 21:13 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 11 | $8.91 | $98.01 |
DisclosureSEC source: 0001628280-24-005578 · wk-form4_1708463523.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,637 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 21:19 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 152 | $8.20 | $1,246.40 |
DisclosureSEC source: 0001628280-24-003309 · wk-form4_1707167920.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,648 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 21:19 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 103 | $8.20 | $844.60 |
DisclosureSEC source: 0001628280-24-003309 · wk-form4_1707167920.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,800 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, 2024 Filed Jan 18, 2024 21:06 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 11 | $9.09 | $99.99 |
DisclosureSEC source: 0001628280-24-001665 · wk-form4_1705611974.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,903 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 23:29 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 838 | $10.47 | $8,773.86 |
DisclosureSEC source: 0001628280-24-000492 · wk-form4_1704410963.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,914 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 |
| December 18, 2023 Filed Dec 20, 2023 21:18 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $10.41 | $145.74 |
DisclosureSEC source: 0001628280-23-042233 · wk-form4_1703107109.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,752 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 05, 2023 Filed Dec 5, 2023 21:40 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,000 | $14.18 | $56,700.00 |
DisclosureSEC source: 0001628280-23-040764 · wk-form4_1701812399.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,766 Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:53 UTC Amendment | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,000 | $14.18 | $56,700.00 |
DisclosureSEC source: 0001628280-23-040911 · wk-form4a_1701899614.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,766 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 21:53 UTC Amendment | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,000 | $11.10 | $44,412.00 |
DisclosureSEC source: 0001628280-23-040911 · wk-form4a_1701899614.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,766 F1 · price: The shares were sold at prices ranging from $11.07 to $11.145. 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 |
| December 01, 2023 Filed Dec 5, 2023 21:40 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 4,000 | $11.10 | $44,412.00 |
DisclosureSEC source: 0001628280-23-040764 · wk-form4_1701812399.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,766 F1 · price: The shares were sold at prices ranging from $11.07 to $11.145. 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 16, 2023 Filed Nov 17, 2023 21:27 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $9.47 | $132.58 |
DisclosureSEC source: 0001628280-23-039486 · wk-form4_1700256457.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,766 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, 2023 Filed Nov 17, 2023 21:27 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 8,000 | $9.88 | $79,024.00 |
DisclosureSEC source: 0001628280-23-039486 · wk-form4_1700256457.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,780 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 194 | $8.85 | $1,716.90 |
DisclosureSEC source: 0001628280-23-036703 · wk-form4_1699041910.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,780 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 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 131 | $8.85 | $1,159.35 |
DisclosureSEC source: 0001628280-23-036703 · wk-form4_1699041910.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,974 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, 2023 Filed Oct 18, 2023 21:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $10.11 | $141.54 |
DisclosureSEC source: 0001977858-23-000002 · wk-form4_1697663107.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,105 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 | 1,066 | $8.83 | $9,412.78 |
DisclosureSEC source: 0001209191-23-051890 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,119 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 18, 2023 Filed Sep 20, 2023 20:15 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 13 | $10.58 | $137.54 |
DisclosureSEC source: 0001209191-23-050147 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,185 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, 2023 Filed Aug 18, 2023 20:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $9.16 | $128.24 |
DisclosureSEC source: 0001209191-23-046522 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,198 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 20:08 UTC | Root, Inc. ROOT · Entity 764 | GrantPerformance-Based Restricted Stock Units · Derivative | 21,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045419 · doc4.xml · derivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,473 Underlying: Class A Common Stock · 21,473 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 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. 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 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 20:08 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 63,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045419 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,212 F1 · shares: Represents the grant of restricted stock units ("RSUs"). The shares subject to the RSUs vest on the following schedule: 10,083 on April 1, 2024; 17,335 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 | 193 | $10.93 | $2,109.49 |
DisclosureSEC source: 0001209191-23-044417 · doc4.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,560 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, 2023 Filed Aug 3, 2023 20:15 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 131 | $10.93 | $1,431.83 |
DisclosureSEC source: 0001209191-23-044417 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,753 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 17, 2023 Filed Jul 19, 2023 20:00 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $10.45 | $146.30 |
DisclosureSEC source: 0001209191-23-042724 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,884 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 | 1,066 | $10.08 | $10,745.28 |
DisclosureSEC source: 0001209191-23-041505 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,898 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, 2023 Filed Jun 20, 2023 22:42 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $6.35 | $88.90 |
DisclosureSEC source: 0001209191-23-038607 · doc4.xml · nonDerivative · entry 2 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,964 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 22:42 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 6,361 | $6.41 | $40,774.01 |
DisclosureSEC source: 0001209191-23-038607 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,978 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, 2023 Filed May 18, 2023 21:01 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14 | $4.56 | $63.84 |
DisclosureSEC source: 0001209191-23-030684 · doc4.xml · nonDerivative · entry 1 Allison Jonathan · CIK 0001977858 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,339 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.