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| Keyboard |
| Root Inc | |
|---|---|
| Ticker | ROOT |
| CIK # | 0001788882 |
| CUSIP | 77664L207 |
| Sector | Finance - Fire, Marine & Casualty Insurance |
| Address | 80 E Rich Street Suite 500, Columbus, OH 43215 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Root Stockholdings Inc | 2019-09-20 | 360.0 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001788882] | 10-K | |
| [0001788882] | 10-Q | |
| [0001788882] | 3 | |
| [0001788882] | 4 | |
| [0001788882] | 5 | |
| [0001788882] | 8-K | |
| [0001788882] | D | |
| [0001788882] | SC 13D | |
| [0001788882] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Allison Jonathan
Class A Common Stock
|
2026-03-20 | Sell | 3,990 | $44.78 | 178,672 |
|
Forish Ryan
Class A Common Stock
|
2026-03-20 | Tax withheld | 294 | $45.59 | 13,403 |
|
Allison Jonathan
Class A Common Stock
|
2026-03-17 | Sell | 3,990 | $45.00 | 179,550 |
|
Forish Ryan
Class A Common Stock
|
2026-03-16 | Tax withheld | 489 | $44.30 | 21,663 |
|
Allison Jonathan
Class A Common Stock
|
2026-03-12 | Sell | 3,900 | $43.61 | 170,079 |
|
Forish Ryan
Class A Common Stock
|
2026-03-11 | Grant | 6,620 | $0.00 | |
|
Allison Jonathan
Class A Common Stock
|
2026-03-10 | Sell | 3,900 | $44.97 | 175,383 |
|
Ulman Doug
Class B Common Stock · derivative
|
2026-03-09 | Option exercise | 33,352 | $0.65 | 21,679 |
|
Ulman Doug
Class A Common Stock
|
2026-03-09 | Conversion | 33,352 | ||
|
Ulman Doug
Class A Common Stock
|
2026-03-09 | Sell | 13,152 | $45.11 | 593,287 |
|
Ulman Doug
Class B Common Stock · derivative
|
2026-03-09 | Conversion | 33,352 | $0.00 | |
|
Ulman Doug
Class A Common Stock
|
2026-03-09 | Tax withheld | 473 | $45.77 | 21,649 |
|
Ulman Doug
Stock Option (Right to Buy) · derivative
|
2026-03-09 | Option exercise | 33,352 | $0.00 | |
|
Allison Jonathan
Class A Common Stock
|
2026-03-05 | Sell | 3,900 | $48.05 | 187,395 |
|
Allison Jonathan
Class A Common Stock
|
2026-03-03 | Sell | 3,900 | $47.88 | 186,732 |
|
Binkley Megan
Class A Common Stock
|
2026-02-19 | Tax withheld | 4,373 | $61.59 | 269,333 |
|
Timm Alexander E
Class A Common Stock
|
2026-02-19 | Tax withheld | 10,508 | $61.59 | 647,188 |
|
Binkley Megan
Class A Common Stock
|
2026-02-19 | Tax withheld | 1,595 | $61.59 | 98,236 |
|
Allison Jonathan
Class A Common Stock
|
2026-02-19 | Tax withheld | 4,167 | $61.59 | 256,646 |
|
Bonakdarpour Mahtiyar
Class A Common Stock
|
2026-02-19 | Tax withheld | 9,569 | $61.59 | 589,355 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 152 | 9,181,239 |
| 2025-12-31 | 178 | 10,009,214 |
| 2025-09-30 | 187 | 9,536,968 |
| 2025-06-30 | 209 | 10,517,323 |
| 2025-03-31 | 181 | 8,434,735 |
| 2024-12-31 | 133 | 8,040,795 |
| 2024-09-30 | 108 | 8,175,600 |
| 2024-06-30 | 102 | 8,036,151 |
| 2024-03-31 | 90 | 6,746,566 |
| 2023-12-31 | 68 | 6,360,959 |
| 2023-09-30 | 61 | 6,258,643 |
| 2023-06-30 | 67 | 6,286,658 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Trinity Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 31,984 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 7,045 | 7,045 |
| Sequoia Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 3,924 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 750 |
| Gamma Investing LLC | [2026-06-30] | DFND | 194 | 194 |
| Bank of New Hampshire | [2026-06-30] | SOLE | 90 | 90 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 83 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 19 | 19 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 7 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 6 | 6 |
| Capital Advisors Ltd LLC | [2026-06-30] | SOLE | 0 | 0 | Prev | Page 1 | Next |