Key facts
- This page summarizes Jonathan Allison's Form 4 filing for Root, Inc. (ROOT).
- 5 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 03 Apr 2024, 17:06.
Jonathan Allison - 01 Apr 2024 Form 4 Insider Report for Root, Inc. (ROOT)
- Reporting relationship
- Chief Administrative Officer
- Issuer ticker
- ROOT
- Reported as of
- 01 Apr 2024
- Net transaction value
- -$401,738
- SEC form
- 4
- Accepted by SEC
- 03 Apr 2024, 17:06:40 UTC
- Prior SEC filing
- 20 Mar 2024
- Next SEC filing
- 18 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jodi Baker, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jonathan Allison filed Form 4 for Root, Inc. (ROOT) on 03 Apr 2024.
Change
- Previous filing in this sequence was filed on 20 Mar 2024.
- Current net transaction value: -$401,738.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ROOT
transaction
Class A Common Stock
Tax liability
- Transaction value
- $64,514
- Shares
- -1,066
- Change %
- -1.4%
- Price
- $60.52
- Shares after
- 74,557
- Date
- 01 Apr 2024
- Ownership
- Direct
- Footnotes
- F1
ROOT
transaction
Class A Common Stock
Tax liability
- Transaction value
- $276,758
- Shares
- -4,573
- Change %
- -6.1%
- Price
- $60.52
- Shares after
- 69,984
- Date
- 01 Apr 2024
- Ownership
- Direct
- Footnotes
- F1
ROOT
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,147
- Change %
- +3.1%
- Price
- $0.000000
- Shares after
- 72,131
- Date
- 02 Apr 2024
- Ownership
- Direct
ROOT
transaction
Class A Common Stock
Tax liability
- Transaction value
- $60,466
- Shares
- -974
- Change %
- -1.4%
- Price
- $62.08
- Shares after
- 71,157
- Date
- 02 Apr 2024
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
ROOT
transaction
Derivative
Performance-Based Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -2,147
- Change %
- -10%
- Price
- $0.000000
- Shares after
- 19,326
- Date
- 02 Apr 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,147
- Exercise price
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
These shares of common stock were withheld by the Issuer to satisfy tax withholding obligations associated with the vesting of restricted stock units.
Footnote 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 2,147 on April 1, 2024; 4,295 on April 1, 2025; 6,442 on April 1, 2026; and 8,589 on April 1, 2027 and upon ROOT Class A common stock achieving a specified price per share over 45 consecutive trading days on or after such date. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90.