Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GoHealth, Inc.GOCO · Entity 22896 | Director | June 12, 2024 | July 18, 2024 |
| Root, Inc.ROOT · Entity 764 | Director · Chief Executive Officer · 10% owner | 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.
GoHealth, Inc.
Report date June 12, 2024 · Filed July 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,524 |
Reported balance
After 2024-06-12 transaction · row 1
1 source rowRow 1 · 2024-06-12 · Grant · Acquired 14,605 · Balance 38,524 F1: Represents a grant of restricted stock units which vest in four substantially equal quarterly installments, with the first such quarterly installment vesting on September 12, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units which vest in four substantially equal quarterly installments, with the first such quarterly installment vesting on September 12, 2024.
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 | 275,304 |
Ending reported balance
After 2026-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 14,965 · Balance 244,372 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 3,480 · Balance 240,892 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 62,969 · Balance 303,861 Row 4 · 2026-04-01 · Tax withholding · Disposed 28,557 · Balance 275,304 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 | 83,958 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-01 · Exercise / conversion · Disposed 62,969 · Balance 83,958 F2: 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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. |
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: 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 13:24 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 62,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001815994-26-000001 · wk-form4_1775222669.xml · derivative · entry 5 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,958 Underlying: Class A Common Stock · 62,969 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 13:24 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 28,557 | $43.26 | $1,235,375.82 |
DisclosureSEC source: 0001815994-26-000001 · wk-form4_1775222669.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,304 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 13:24 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 62,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001815994-26-000001 · wk-form4_1775222669.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,861 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 13:24 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,480 | $43.26 | $150,544.80 |
DisclosureSEC source: 0001815994-26-000001 · wk-form4_1775222669.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,892 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 13:24 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14,965 | $43.26 | $647,385.90 |
DisclosureSEC source: 0001815994-26-000001 · wk-form4_1775222669.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,372 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 21:10 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,962 | $61.59 | $244,019.58 |
DisclosureSEC source: 0001628280-26-010196 · wk-form4_1771621826.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,337 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 21:10 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 10,508 | $61.59 | $647,187.72 |
DisclosureSEC source: 0001628280-26-010196 · wk-form4_1771621826.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,563 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 21:10 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 8,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010196 · wk-form4_1771621826.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,299 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 21:10 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 113,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010196 · wk-form4_1771621826.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,071 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 |
| December 10, 2025 Filed Dec 12, 2025 21:12 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 6,336 | $83.00 | $525,888.00 |
DisclosureSEC source: 0001628280-25-056766 · wk-form4_1765573946.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,412 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:53 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,022 | $90.22 | $92,205.86 |
DisclosureSEC source: 0001815994-25-000002 · wk-form4_1757019235.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,748 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F5 · price: The shares were sold at prices ranging from $90.005 to $90.39. 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 |
| September 02, 2025 Filed Sep 4, 2025 20:53 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 2,722 | $89.43 | $243,433.90 |
DisclosureSEC source: 0001815994-25-000002 · wk-form4_1757019235.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,770 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F4 · price: The shares were sold at prices ranging from $89.005 to $89.89. 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 |
| September 02, 2025 Filed Sep 4, 2025 20:53 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 6,711 | $88.52 | $594,037.59 |
DisclosureSEC source: 0001815994-25-000002 · wk-form4_1757019235.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,492 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F3 · price: The shares were sold at prices ranging from $88.00 to $88.940. 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 |
| September 02, 2025 Filed Sep 4, 2025 20:53 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 406 | $87.89 | $35,682.93 |
DisclosureSEC source: 0001815994-25-000002 · wk-form4_1757019235.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,203 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F2 · price: The shares were sold at prices ranging from $87.875 to $87.91. 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 |
| June 02, 2025 Filed Jun 4, 2025 20:35 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 2,860 | $130.60 | $373,516.00 |
DisclosureSEC source: 0001628280-25-029361 · wk-form4_1749069329.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,609 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:35 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 5,430 | $130.60 | $709,158.00 |
DisclosureSEC source: 0001628280-25-029361 · wk-form4_1749069329.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 171,469 F1 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 22:07 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 7,353 | $124.78 | $917,507.34 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 6 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,899 F2 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:07 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 41,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · derivative · entry 7 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,927 Underlying: Class A Common Stock · 41,979 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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. 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 22:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 19,352 | $128.60 | $2,488,667.20 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 5 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,252 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 22:07 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 41,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 203,604 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 22:07 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,144 | $134.01 | $153,307.44 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,625 F2 · shares: The shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,537 | $128.60 | $454,858.20 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 162,769 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 22:07 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 8,736 | $128.60 | $1,123,449.60 |
DisclosureSEC source: 0001628280-25-016650 · wk-form4_1743718023.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 166,306 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 01:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 580 | $106.20 | $61,596.00 |
DisclosureSEC source: 0001628280-25-004172 · wk-form4_1738804177.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,042 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 | 796 | $71.01 | $56,523.96 |
DisclosureSEC source: 0001628280-24-045343 · wk-form4_1730843812.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,622 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 | 796 | $57.74 | $45,961.04 |
DisclosureSEC source: 0001628280-24-034842 · wk-form4_1722893572.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,418 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 12, 2024 Filed Jul 18, 2024 21:49 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 14,605 | $10.27 | $149,993.35 |
DisclosureSEC source: 0001808220-24-000087 · wk-form4_1721339381.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,524 F1 · shares: Represents a grant of restricted stock units which vest in four substantially equal quarterly installments, with the first such quarterly installment vesting on September 12, 2024. Read SEC document |
| May 01, 2024 Filed May 3, 2024 21:03 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 795 | $69.91 | $55,578.45 |
DisclosureSEC source: 0001628280-24-020356 · wk-form4_1714770200.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,214 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 20,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014643 · wk-form4_1712178540.xml · derivative · entry 5 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,906 Underlying: Class A Common Stock · 20,990 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 9,676 | $62.08 | $600,686.08 |
DisclosureSEC source: 0001628280-24-014643 · wk-form4_1712178540.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,009 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 20,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014643 · wk-form4_1712178540.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,685 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 02, 2024 Filed Apr 3, 2024 22:58 UTC Amendment | Root, Inc. ROOT · Entity 764 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 20,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014753 · wk-form4a_1712185078.xml · derivative · entry 5 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,906 Underlying: Class A Common Stock · 20,990 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 22:58 UTC Amendment | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 9,676 | $62.08 | $600,686.08 |
DisclosureSEC source: 0001628280-24-014753 · wk-form4a_1712185078.xml · nonDerivative · entry 4 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,009 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 22:58 UTC Amendment | Root, Inc. ROOT · Entity 764 | Exercise / conversionClass A Common Stock | 20,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014753 · wk-form4a_1712185078.xml · nonDerivative · entry 3 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,685 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 21:09 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 15,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014643 · wk-form4_1712178540.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,695 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,550 | $60.52 | $214,846.00 |
DisclosureSEC source: 0001628280-24-014643 · wk-form4_1712178540.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,351 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 22:58 UTC Amendment | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 15,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014753 · wk-form4a_1712185078.xml · nonDerivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,695 F2 · shares: Represents the grant of restricted stock units, one-half of which vest on April 1, 2025 and the remainder vest on April 1, 2026. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:58 UTC Amendment | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 3,550 | $60.52 | $214,846.00 |
DisclosureSEC source: 0001628280-24-014753 · wk-form4a_1712185078.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,351 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 21:23 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 539 | $8.20 | $4,419.80 |
DisclosureSEC source: 0001628280-24-003317 · wk-form4_1707168220.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,901 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 23:32 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 2,802 | $10.47 | $29,336.94 |
DisclosureSEC source: 0001628280-24-000498 · wk-form4_1704411136.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,440 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 20:09 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 795 | $8.85 | $7,035.75 |
DisclosureSEC source: 0001628280-23-036714 · wk-form4_1699042137.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,242 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 | 3,550 | $8.83 | $31,346.50 |
DisclosureSEC source: 0001209191-23-051891 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,037 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 20:10 UTC | Root, Inc. ROOT · Entity 764 | GrantPerformance-Based Restricted Stock Units · Derivative | 209,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045426 · doc4.xml · derivative · entry 2 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,896 Underlying: Class A Common Stock · 209,896 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 20,990 on April 1, 2024; 41,979 on April 1, 2025; 62,969 on April 1, 2026; and 83,958 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 20:10 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 97,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045426 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,587 F1 · shares: Represents the grant of restricted stock units ("RSUs"). The shares subject to the RSUs vest on the following schedule: 18,949 on April 1, 2025; 32,997 on April 1, 2026; 45,293 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 | 796 | $10.93 | $8,700.28 |
DisclosureSEC source: 0001209191-23-044415 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,348 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 | 3,549 | $10.08 | $35,773.92 |
DisclosureSEC source: 0001209191-23-041501 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,144 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 23, 2023 Filed May 24, 2023 19:54 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 7,882 | $19.03 | $149,994.46 |
DisclosureSEC source: 0001808220-23-000065 · wk-form4_1684958053.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,919 F1 · shares: Represents a grant of restricted stock units which vest in four equal quarterly installments, with the first such quarterly installment vesting on August 23, 2023. F2 · balance_after: Reflects the amount of shares beneficially held following a 1-for-15 reverse stock split effected by the Issuer on November 17, 2022, which was exempt from reporting pursuant to Rule 16a-19. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:19 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 796 | $4.24 | $3,375.04 |
DisclosureSEC source: 0001209191-23-026949 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,693 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 03, 2023 Filed Apr 5, 2023 22:16 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 14,196 | $4.36 | $61,894.56 |
DisclosureSEC source: 0001209191-23-023438 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,489 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, 2023 Filed Feb 3, 2023 22:46 UTC | Root, Inc. ROOT · Entity 764 | Tax withholdingClass A Common Stock | 628 | $6.12 | $3,843.36 |
DisclosureSEC source: 0001209191-23-007121 · doc4.xml · nonDerivative · entry 1 Timm Alexander E. · CIK 0001815994 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,685 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.