Every Form 4 that Root, Inc. (ROOT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow ROOT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROOT filings page.
Root, Inc. (ROOT) reported that Chief Accounting Officer Ryan Forish had 294 shares of Class A common stock withheld on September 21, 2026 to satisfy tax withholding obligations from vesting restricted stock units. The shares were valued at about $49.78 per share, leaving him with 23,444 shares held directly. No Rule 10b5-1 trading plan is reported for this transaction.
Root, Inc. (ROOT) reported that Chief Accounting Officer Ryan Forish had 490 shares of Class A Common Stock withheld on September 15, 2026 to satisfy tax withholding obligations arising from the vesting of restricted stock units. The shares were withheld by the company and Forish now directly holds 23,738 shares of Class A Common Stock.
Root, Inc. (ROOT) reported that major shareholder Carvana Group, LLC restructured its derivative holdings on August 31, 2026 through a Warrant Cancellation and Exchange Agreement with Root. Five previously issued long-term warrants were cancelled and exchanged for a new common stock purchase warrant, with multiple tranches subject to conditions including defined insurance sale milestones.
Root, Inc. (ROOT) reported that its Chief Financial Officer, Megan Binkley, made a bona fide gift of 1,523 shares of Class A Common Stock on 2026-08-21. The gift carried a reported per-share value of $0.00. After this disposition, Binkley’s directly held position is 112,317 shares.
Root, Inc. (ROOT) reported that Chief Accounting Officer Ryan Forish had 88 shares of Class A Common Stock withheld on 2026-08-21 to satisfy tax withholding obligations arising from the vesting of restricted stock units. After this withholding transaction, Forish directly holds 24,228 shares of Root common stock.
Root, Inc. Chief Accounting Officer Ryan Forish reported a small, routine share disposition related to equity compensation. On the reported date, 294 shares of Class A Common Stock were withheld by the company to cover tax obligations from vesting restricted stock units, at a value of $51.07 per share. After this tax-withholding event, Forish directly owned 24,316 shares of Root common stock.
Root, Inc. reported that Chief Accounting Officer Ryan Forish had 490 shares of Class A common stock withheld at $54.86 per share to cover tax obligations from vesting restricted stock units. After this tax-withholding disposition, he directly holds 24,610 shares.
Hilsheimer Lawrence A. reported acquisition or exercise transactions in this Form 4 filing.
Root, Inc. director Lawrence A. Hilsheimer reported an equity award rather than an open‑market trade. On June 3, 2026, he received 2,864 shares of Class A Common Stock at $0.0000 per share as a grant of restricted stock units under Root's Non-Employee Director Compensation Policy, increasing his direct holdings to 43,859 shares. The filing also shows 1,596 shares held indirectly by an IRA, reported as an existing holding.
KRAMER NANCY J reported acquisition or exercise transactions in this Form 4 filing.
Root, Inc. director Nancy J. Kramer reported an equity award of 2,864 shares of Class A Common Stock in the form of restricted stock units granted at no cash cost. The award was made under Root’s Non-Employee Director Compensation Policy, indicating it is part of standard board compensation.
Following the award, Kramer directly holds 20,480 shares of Class A Common Stock. A separate line shows 10,317 shares held as an indirect position, reflecting additional ownership reported as a holding entry rather than a new transaction.
Ulman Doug reported acquisition or exercise transactions in this Form 4 filing.
Root, Inc. director Doug Ulman reported an equity grant and updated his holdings in Class A Common Stock. He received 2,864 restricted stock units at a price of $0.00 per share, granted under the company’s Non-Employee Director Compensation Policy, which functions as stock-based compensation rather than a market purchase.
After this grant, Ulman directly holds 3,983 shares of Class A Common Stock. He also reports indirect ownership of 33,824 shares held by the Douglas E. Ulman 2016 Irrevocable Trust, for which his spouse is trustee, and 9,606 shares held by the Douglas E. Ulman Revocable Trust dated March 17, 2016.
A footnote explains that 25,928 shares previously reported as directly held are now reflected as indirectly held, representing a change in the form of beneficial ownership rather than a new purchase or sale.
Root, Inc. director Jerri Devard reported an equity compensation grant of Class A Common Stock. On June 3, 2026, Devard acquired 2,864 restricted stock units at a stated price of $0.00 per share, issued under the company’s Non-Employee Director Compensation Policy. After this grant, Devard directly holds 21,396 shares of Root’s Class A Common Stock.
Birnbaum Beth A reported acquisition or exercise transactions in this Form 4 filing.
Root, Inc. director Beth A. Birnbaum received a grant of 2,864 shares of Class A Common Stock in the form of restricted stock units. The award was made at no cash cost to her under the company’s Non-Employee Director Compensation Policy, bringing her direct holdings to 17,144 shares.
Root, Inc. director Julie Szudarek reported a compensation-related equity award. She acquired 2,864 shares of Class A Common Stock through a grant recorded at $0.00 per share, described in a footnote as restricted stock units granted under the company’s Non-Employee Director Compensation Policy. Following this grant, she holds 14,696 shares directly.
Dorsey Donna reported acquisition or exercise transactions in this Form 4 filing.
Root, Inc. director Donna Dorsey reported an equity compensation grant rather than an open-market trade. On the reported date, she received 2,864 shares in the form of restricted stock units granted under Root’s Non-Employee Director Compensation Policy at a stated price of $0.00 per share. Following this award, her direct holdings of Class A Common Stock increased to 12,820 shares.
Root, Inc. Chief Accounting Officer Ryan Forish reported a small tax-related share disposition. On the Form 4, 351 shares of Class A Common Stock were withheld by the company at a price of $57.85 per share to cover tax obligations from vesting restricted stock units. After this withholding, Forish directly owns 25,100 shares of Root’s Class A Common Stock.
Root, Inc. Chief Administrative Officer Jonathan Allison sold 1,606 shares of Class A Common Stock in an open-market sale on May 15, 2026 at $55.96 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan, and he now holds 68,356 shares directly.
Root, Inc. Chief Administrative Officer Jonathan Allison reported an open-market sale of 1,706 shares of Class A Common Stock at an average price of $55.74 per share. The transaction was executed on May 12, 2026 pursuant to a Rule 10b5-1 trading plan. Following this sale, Allison directly holds 69,962 shares, indicating he retained the vast majority of his position.
Root, Inc. Chief Accounting Officer Ryan Forish had 82 shares of Class A Common Stock withheld at $55.05 per share to cover tax obligations from vesting restricted stock units. This was not an open‑market trade. After the withholding, he directly holds 25,451 shares.
Root, Inc. Chief Administrative Officer Jonathan Allison reported an open-market sale of 1,706 shares of Class A Common Stock. The shares were sold at $44.35 per share, and he held 71,668 shares directly after the transaction, indicating he retained the vast majority of his position.
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan, which is designed to allow insiders to sell shares on a scheduled basis and reduce the significance of the trade’s timing as a discretionary decision.
Root, Inc. Chief Executive Officer Alexander E. Timm exercised performance-based restricted stock units into Class A common shares and had part of the resulting shares withheld to cover taxes. He exercised 62,969 performance-based RSUs, each convertible into one share of Class A common stock.
To satisfy tax withholding obligations tied to the vesting of these units, 47,002 Class A shares were withheld at a price of $43.26 per share in several transactions. After these compensation-related moves, Timm directly holds 275,304 shares of Root Class A common stock and 83,958 performance-based RSUs that remain outstanding, which vest in future tranches if specified stock price conditions are met.
Root, Inc. President and CTO Mahtiyar Bonakdarpour exercised performance-based equity awards and had shares withheld for taxes. On April 1, 2026, he exercised 43,043 Performance-Based Restricted Stock Units, receiving the same number of Class A common shares at a stated price of $0.00 per share.
To cover tax obligations, a total of 31,722 Class A shares were withheld at $43.26 per share, which is a non-market, tax-withholding disposition rather than an open-market sale. Following these transactions, he holds 391,717 Class A shares directly.
A separate indirect holding entry shows 149,294 Class A shares held by Drive Capital Overdrive funds, where entities such as DCOF I, DCOF I TE and DCOIF I are described as having voting power. Bonakdarpour disclaims beneficial ownership of those shares except to the extent of his spouse’s pecuniary interest.
Root, Inc. Chief Financial Officer Megan Binkley reported equity compensation activity tied to performance-based restricted stock units. On April 1, 2026, 4,777 Performance-Based Restricted Stock Units were exercised into the same number of Class A common shares, reflecting the vesting of a performance tranche.
To cover related tax obligations, a total of 10,212 Class A shares were withheld by Root, Inc. at $43.26 per share, according to the footnotes. These F-code transactions are tax-withholding dispositions rather than open-market sales. After these transactions, Binkley directly owned 113,840 Class A common shares.
The footnotes explain that each PSU represents a contingent right to one Class A share and that vesting occurs in tranches upon both time-based dates and the stock achieving specified price levels of $16.76, $25.14, $33.52, and $41.90 over 45 consecutive trading days.
Root, Inc. Chief Administrative Officer Jonathan Allison reported a combination of equity vesting, tax withholding, and a small open-market sale. He exercised 6,442 Performance-Based Restricted Stock Units into Class A shares and 10,955 shares were withheld to cover tax obligations at $43.26 per share.
Allison then sold 4,112 Class A shares in an open-market transaction at $42.33 per share under a Rule 10b5-1 trading plan. After these transactions, he directly holds 73,374 shares of Class A common stock and 8,589 outstanding performance-based restricted stock units that vest in price- and time-based tranches.
Root, Inc. Chief Administrative Officer Jonathan Allison reported an open-market sale of Class A common stock. On March 20, 2026, he sold 3,990 shares at $44.78 per share in a transaction executed under a Rule 10b5-1 trading plan. After this sale, he directly holds 81,999 shares of Root stock, indicating he retains a substantial equity position despite the disposition.
Root, Inc.’s Chief Accounting Officer Ryan Forish reported a routine tax-related share withholding. On this Form 4, 294 shares of Class A Common Stock were withheld at $45.59 per share to satisfy tax obligations from vesting restricted stock units, rather than sold in the market. After this tax-withholding disposition, Forish directly holds 25,533 shares.
Root, Inc. Chief Administrative Officer Jonathan Allison sold 3,990 shares of Class A Common Stock in an open‑market transaction at $45.00 per share on March 17, 2026, under a pre-arranged Rule 10b5-1 trading plan. After this sale, he directly holds 85,989 shares.
Root, Inc. Chief Accounting Officer Ryan Forish reported a small share disposition related to equity compensation. On the reported date, 489 shares of Class A common stock were withheld by the company at $44.30 per share to cover tax obligations from vesting restricted stock units, rather than being sold on the open market. After this tax-withholding event, Forish directly held 25,827 shares of Root common stock.
Root, Inc. Chief Administrative Officer Jonathan Allison reported an open-market sale of 3,900 shares of Class A Common Stock at $43.61 per share. After the sale, he directly holds 89,979 shares. The transaction was executed pursuant to a pre-arranged Rule 10b5-1 trading plan.
Root, Inc. Chief Accounting Officer Ryan Forish received a grant of 6,620 shares of Class A Common Stock in the form of restricted stock units. These RSUs were awarded at no cash cost and are a compensation-related acquisition, not an open-market purchase. Half of the RSU shares vest on the first anniversary of the grant date, with the remaining half vesting evenly on a quarterly basis after that. Following this grant, Forish directly holds 26,316 shares of Root’s Class A Common Stock.
Root, Inc. director Doug Ulman exercised stock options covering 33,352 shares of Class B Common Stock at an exercise price of $0.648 per share on March 9, 2026. Under the terms of the exercise, he received 33,352 shares of Class A Common Stock.
In related actions that day, 473 Class A shares were withheld at $45.77 to cover exercise-related obligations, and 13,152 Class A shares were sold in open-market transactions at an average price of $45.111. Following these transactions, Ulman holds 27,047 Class A shares directly, plus additional indirect holdings of 9,606 and 7,896 Class A shares through trusts associated with him.
Root, Inc. Chief Administrative Officer Jonathan Allison sold 3,900 shares of Class A Common Stock in an open-market transaction at a price of $44.97 per share. The sale was made pursuant to a pre-arranged Rule 10b5-1 trading plan and represents a small portion of his holdings. After the transaction, Allison directly owned 93,879 shares, indicating this was a routine sale rather than a full exit from his position.
Root, Inc. Chief Administrative Officer Jonathan Allison reported an open-market sale of 3,900 shares of Class A Common Stock on March 5, 2026 at $48.05 per share. The shares were sold under a Rule 10b5-1 trading plan, and Allison now directly holds 97,779 shares of Root stock.
Root, Inc.’s Chief Administrative Officer Jonathan Allison sold 3,900 shares of Class A Common Stock in an open‑market transaction. The sale took place on March 3, 2026 at a price of $47.88 per share, under a prearranged Rule 10b5‑1 trading plan.
After this transaction, Allison directly owns 101,679 shares of Root, Inc. common stock. A 10b5‑1 plan allows insiders to schedule trades in advance, helping separate routine portfolio moves from day‑to‑day market or company‑specific news.
Root, Inc. Chief Executive Officer Alexander E. Timm reported equity compensation activity involving Class A Common Stock. On February 18, he acquired 113,659 and 8,736 shares at $0.00 per share through grants and vesting of performance-based restricted share units under the 2020 Equity Incentive Plan.
On February 19, the company withheld 10,508 and 3,962 shares at $61.59 per share to cover tax obligations tied to those vesting PSUs, leaving his direct holdings at 259,337 shares after these transactions.
Root, Inc. reported that President and CTO Mahtiyar Bonakdarpour received performance-based restricted share units (PSUs) under the 2020 Equity Incentive Plan and had shares withheld to cover taxes upon vesting. On February 18, 2026, he acquired 101,958 and 5,877 Class A shares as PSU grants at $0.00 per share. One-quarter of these PSUs vested after the Compensation Committee certified performance, with the remainder vesting annually on January 1, 2027, January 1, 2028, and January 1, 2029. On February 19, 2026, the company withheld 9,569 and 2,622 shares at $61.59 per share to satisfy tax obligations tied to PSU vesting. He continues to hold a substantial direct position in Root stock, and additional shares are held indirectly through Drive Capital Overdrive funds, for which he disclaims beneficial ownership beyond his spouse’s pecuniary interest.
Root, Inc. Chief Financial Officer Megan Binkley reported equity compensation activity in Class A common stock. On February 18, 2026, she acquired 57,868 and 4,170 shares through grants of performance-based restricted share units (PSUs) under the 2020 Equity Incentive Plan, at a stated price of $0.00 per share. One-quarter of these PSUs vested upon certification of performance by the Compensation Committee, with the remaining portions scheduled to vest 25% per year on January 1, 2027, January 1, 2028, and January 1, 2029. On February 19, 2026, a total of 4,373 and 1,595 shares were disposed of at $61.59 per share, with the filing stating these shares were withheld by the company to cover tax obligations related to PSU vesting, rather than sold in open-market transactions.
Root, Inc. Chief Administrative Officer Jonathan Allison reported equity compensation activity involving performance-based stock units and related tax withholding. On February 18, 2026, he acquired 55,116 and 3,812 shares of Class A common stock as grants under Root’s 2020 Equity Incentive Plan, tied to performance-based restricted share units (PSUs).
According to the footnotes, one-quarter of these PSUs vested upon certification of performance by the Compensation Committee, with the remaining portions vesting annually on January 1, 2027, January 1, 2028, and January 1, 2029. On February 19, 2026, Root withheld 4,167 and 1,332 shares at $61.59 per share to satisfy tax withholding obligations from the PSU vesting, rather than through open-market sales.
Root, Inc. reported an insider equity transaction by its Chief Accounting Officer on 12/15/2025. The filing shows that 499 shares of Class A common stock were withheld by the company at a price of $81.14 per share to satisfy tax withholding obligations related to the vesting of restricted stock units. After this tax withholding, the officer directly owned 19,995 shares of Root, Inc. Class A common stock.
Root, Inc.'s President and CTO reported an insider sale of 5,750 shares of Class A common stock on December 10, 2025 at $83 per share, executed under a Rule 10b5-1 trading plan.
After this transaction, the reporting person beneficially owns 266,807 shares directly and 149,294 shares indirectly through investment funds linked to the spouse’s carried interest, while disclaiming beneficial ownership of those indirect shares except to the extent of the spouse’s pecuniary interest.
Root, Inc. (ROOT) insider filing: The Chief Accounting Officer reported an administrative share withholding tied to equity compensation. On 11/03/2025, the issuer withheld 83 shares of Class A common stock at $80.79 per share to satisfy tax obligations upon RSU vesting. Following the transaction, the officer directly beneficially owns 20,494 shares.
This Form 4 reflects tax withholding by the company rather than an open-market sale, indicating no discretionary trading by the officer.