Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Root, Inc.ROOT · Entity 764 | President and CTO | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 372,519 |
Ending reported balance
After 2026-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 1,642 · Balance 359,556 F1: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Row 2 · 2026-04-01 · Tax withholding · Disposed 10,882 · Balance 348,674 F1: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. Row 3 · 2026-04-01 · Exercise / conversion · Acquired 43,043 · Balance 391,717 Row 4 · 2026-04-01 · Tax withholding · Disposed 19,198 · Balance 372,519 F1: These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-04-01 | Direct | 57,390 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Exercise / conversion · Disposed 43,043 · Balance 57,390 F3: 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 149,294 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 149,294 F2: These shares are held by Drive Capital Overdrive Fund I, L.P. ("DCOF I") (99,687), Drive Capital Overdrive Fund I (TE), L.P. ("DCOF I TE") (48,201), and Drive Capital Overdrive Ignition Fund I, L.P. ("DCOIF I") (1,406). Drive Capital Overdrive Fund I (GP), LLC ("DCOIF I GP"), the general partner of each of DCOF I, DCOF I TE and DEOIF I, may be deemed to have sole power to vote these shares. The Reporting Person's spouse does not have voting or investment control over these shares but may be deemed to have an indirect pecuniary interest in such shares through her carried interest in DCOIF I GP. The Reporting Person's exact pecuniary interest is not readily determinable because it is subject to several variables. The Reporting Person disclaims beneficial ownership of any of these shares except to the extent of his spouse's pecuniary interest therein. |
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.
F2: These shares are held by Drive Capital Overdrive Fund I, L.P. ("DCOF I") (99,687), Drive Capital Overdrive Fund I (TE), L.P. ("DCOF I TE") (48,201), and Drive Capital Overdrive Ignition Fund I, L.P. ("DCOIF I") (1,406). Drive Capital Overdrive Fund I (GP), LLC ("DCOIF I GP"), the general partner of each of DCOF I, DCOF I TE and DEOIF I, may be deemed to have sole power to vote these shares. The Reporting Person's spouse does not have voting or investment control over these shares but may be deemed to have an indirect pecuniary interest in such shares through her carried interest in DCOIF I GP. The Reporting Person's exact pecuniary interest is not readily determinable because it is subject to several variables. The Reporting Person disclaims beneficial ownership of any of these shares except to the extent of his spouse's pecuniary interest therein.
F3: 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 13:22 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 43,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001913361-26-000001 · wk-form4_1775222552.xml · derivative · entry 6 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,390 Underlying: Class A Common Stock · 43,043 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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 13:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 19,198 | $43.26 | $830,505.48 |
DisclosureSEC source: 0001913361-26-000001 · wk-form4_1775222552.xml · nonDerivative · entry 4 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,519 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 13:22 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 43,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001913361-26-000001 · wk-form4_1775222552.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,717 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 13:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 10,882 | $43.26 | $470,755.32 |
DisclosureSEC source: 0001913361-26-000001 · wk-form4_1775222552.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,674 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 13:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,642 | $43.26 | $71,032.92 |
DisclosureSEC source: 0001913361-26-000001 · wk-form4_1775222552.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,556 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 19, 2026 Filed Feb 20, 2026 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 2,622 | $61.59 | $161,488.98 |
DisclosureSEC source: 0001628280-26-010195 · wk-form4_1771621787.xml · nonDerivative · entry 4 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,198 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 9,569 | $61.59 | $589,354.71 |
DisclosureSEC source: 0001628280-26-010195 · wk-form4_1771621787.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,943 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 5,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010195 · wk-form4_1771621787.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,820 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 101,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010195 · wk-form4_1771621787.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,512 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 |
| January 02, 2026 Filed Jan 5, 2026 21:16 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,253 | $70.90 | $88,837.70 |
DisclosureSEC source: 0001628280-26-000439 · wk-form4_1767647782.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,554 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 10, 2025 Filed Dec 12, 2025 21:13 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,750 | $83.00 | $477,250.00 |
DisclosureSEC source: 0001628280-25-056767 · wk-form4_1765574016.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 266,807 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:20 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,669 | $88.04 | $146,938.76 |
DisclosureSEC source: 0001628280-25-043720 · wk-form4_1759436431.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,557 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 |
| September 02, 2025 Filed Sep 4, 2025 20:53 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,750 | $89.74 | $516,005.00 |
DisclosureSEC source: 0001913361-25-000002 · wk-form4_1757019212.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 274,226 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 01:11 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,669 | $125.28 | $209,092.32 |
DisclosureSEC source: 0001628280-25-034118 · wk-form4_1751505057.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,976 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 02, 2025 Filed Jun 4, 2025 20:35 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,256 | $130.60 | $686,433.60 |
DisclosureSEC source: 0001628280-25-029359 · wk-form4_1749069288.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 281,645 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 22:05 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,515 | $124.78 | $688,161.70 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · nonDerivative · entry 5 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 286,901 F2 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:05 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 28,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · derivative · entry 7 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,433 Underlying: Class A Common Stock · 28,695 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. F4 · 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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. F4 · 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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 22:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 13,014 | $128.60 | $1,673,600.40 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · nonDerivative · entry 4 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 292,416 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 22:05 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 28,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 305,430 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 22:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 7,271 | $128.60 | $935,050.60 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 276,735 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 22:05 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,669 | $128.60 | $214,633.40 |
DisclosureSEC source: 0001628280-25-016644 · wk-form4_1743717936.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 284,006 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 01:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 55 | $106.20 | $5,841.00 |
DisclosureSEC source: 0001628280-25-004171 · wk-form4_1738804090.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,675 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 01:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 164 | $106.20 | $17,416.80 |
DisclosureSEC source: 0001628280-25-004171 · wk-form4_1738804090.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,730 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 01:08 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 45 | $106.20 | $4,779.00 |
DisclosureSEC source: 0001628280-25-004171 · wk-form4_1738804090.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,894 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, 2025 Filed Jan 6, 2025 21:12 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,242 | $73.43 | $91,200.06 |
DisclosureSEC source: 0001628280-25-000562 · wk-form4_1736197908.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,939 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 21:56 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 83 | $71.01 | $5,893.83 |
DisclosureSEC source: 0001628280-24-045342 · wk-form4_1730843784.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,181 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 21:56 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 245 | $71.01 | $17,397.45 |
DisclosureSEC source: 0001628280-24-045342 · wk-form4_1730843784.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,264 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 21:56 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 67 | $71.01 | $4,757.67 |
DisclosureSEC source: 0001628280-24-045342 · wk-form4_1730843784.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,509 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 01, 2024 Filed Oct 3, 2024 21:42 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,670 | $37.74 | $63,025.80 |
DisclosureSEC source: 0001628280-24-042209 · wk-form4_1727991755.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,576 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 21:32 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 83 | $57.74 | $4,792.42 |
DisclosureSEC source: 0001628280-24-034841 · wk-form4_1722893534.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,246 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 21:32 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 246 | $57.74 | $14,204.04 |
DisclosureSEC source: 0001628280-24-034841 · wk-form4_1722893534.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,329 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 21:32 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 67 | $57.74 | $3,868.58 |
DisclosureSEC source: 0001628280-24-034841 · wk-form4_1722893534.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,575 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 01, 2024 Filed Jul 3, 2024 22:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,669 | $51.48 | $85,920.12 |
DisclosureSEC source: 0001628280-24-031202 · wk-form4_1720044450.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,642 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 83 | $69.91 | $5,802.53 |
DisclosureSEC source: 0001628280-24-020359 · wk-form4_1714770547.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,311 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 245 | $69.91 | $17,127.95 |
DisclosureSEC source: 0001628280-24-020359 · wk-form4_1714770547.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,394 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 67 | $69.91 | $4,683.97 |
DisclosureSEC source: 0001628280-24-020359 · wk-form4_1714770547.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,639 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 21:07 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 14,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014638 · wk-form4_1712178454.xml · derivative · entry 6 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,128 Underlying: Class A Common Stock · 14,348 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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. 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 14,348 on April 1, 2024; 28,695 on April 1, 2025; 43,043 on April 1, 2026; and 57,390 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 21:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 6,507 | $62.08 | $403,954.56 |
DisclosureSEC source: 0001628280-24-014638 · wk-form4_1712178454.xml · nonDerivative · entry 4 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,706 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 21:07 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 14,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014638 · wk-form4_1712178454.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,213 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 21:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 4,922 | $60.52 | $297,879.44 |
DisclosureSEC source: 0001628280-24-014638 · wk-form4_1712178454.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,865 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 21:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,669 | $60.52 | $101,007.88 |
DisclosureSEC source: 0001628280-24-014638 · wk-form4_1712178454.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · President and CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,787 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 01, 2024 Filed Mar 5, 2024 21:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 5,035 | $39.11 | $196,918.85 |
DisclosureSEC source: 0001628280-24-008912 · wk-form4_1709673690.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,456 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 21:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 55 | $8.20 | $451.00 |
DisclosureSEC source: 0001628280-24-003315 · wk-form4_1707168131.xml · nonDerivative · entry 3 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,491 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 21:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 164 | $8.20 | $1,344.80 |
DisclosureSEC source: 0001628280-24-003315 · wk-form4_1707168131.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,546 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 21:22 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 45 | $8.20 | $369.00 |
DisclosureSEC source: 0001628280-24-003315 · wk-form4_1707168131.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,710 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 23:31 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,853 | $10.47 | $40,340.91 |
DisclosureSEC source: 0001628280-24-000496 · wk-form4_1704411081.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,755 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 23:31 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 1,312 | $10.47 | $13,736.64 |
DisclosureSEC source: 0001628280-24-000496 · wk-form4_1704411081.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,608 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 01, 2023 Filed Dec 5, 2023 21:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 5,035 | $10.55 | $53,119.25 |
DisclosureSEC source: 0001628280-23-040740 · wk-form4_1701810450.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,920 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 14, 2023 Filed Nov 15, 2023 21:17 UTC | Root, Inc. ROOT · Entity 764 | PurchaseClass A Common Stock | 11,342 | $9.89 | $112,172.38 |
DisclosureSEC source: 0001628280-23-039154 · wk-form4_1700083031.xml · nonDerivative · entry 2 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,955 F2 · price: The shares were purchased at prices ranging from $9.65 to $10.35. 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 purchased at each separate price. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 21:17 UTC | Root, Inc. ROOT · Entity 764 | PurchaseClass A Common Stock | 6,158 | $10.33 | $63,587.51 |
DisclosureSEC source: 0001628280-23-039154 · wk-form4_1700083031.xml · nonDerivative · entry 1 Bonakdarpour Mahtiyar · CIK 0001913361 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,613 F1 · price: The shares were purchased at prices ranging from $10.01 to $10.60. 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 purchased at each separate price. 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.