Jonathan Allison - 01 Apr 2026 Form 4 Insider Report for Root, Inc. (ROOT)

Reporting relationship: Chief Administrative Officer
Issuer ticker: ROOT
Reported as of: 01 Apr 2026
Net transaction value: -$174,061
SEC form: 4
Accepted by SEC: 03 Apr 2026, 09:18:35 UTC
Prior SEC filing: 23 Mar 2026
Next SEC filing: 08 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/ Jodi Baker, Attorney-in-fact

Key filing fact

Jonathan Allison filed Form 4 for Root, Inc. (ROOT) on 03 Apr 2026.

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 2026, 09:18.

Change

Previous filing in this sequence was filed on 23 Mar 2026.
Current net transaction value: -$174,061.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001977858 Primary reporting owner

Allison Jonathan

Relationship: Chief Administrative Officer
Address: C/O ROOT, INC., 80 E. RICH STREET, SUITE 500, COLUMBUS
Signature: /s/ Jodi Baker, Attorney-in-fact
Signature date: 03 Apr 2026

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
Shares: -8,081
Change %: -9.9%
Price: $43.26^*
Shares after: 73,918
Date: 01 Apr 2026
Ownership: Direct
Footnotes: F1

ROOT transaction

Class A Common Stock

Options Exercise

Transaction value
Shares: +6,442
Change %: +8.7%
Price: $0.000000^*
Shares after: 80,360
Date: 01 Apr 2026
Ownership: Direct

ROOT transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -2,874
Change %: -3.6%
Price: $43.26^*
Shares after: 77,486
Date: 01 Apr 2026
Ownership: Direct
Footnotes: F1

ROOT transaction

Class A Common Stock

Sale

Transaction value: $174,061
Shares: -4,112
Change %: -5.3%
Price: $42.33
Shares after: 73,374
Date: 02 Apr 2026
Ownership: Direct
Footnotes: F2

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
Shares: -6,442
Change %: -43%
Price: $0.000000^*
Shares after: 8,589
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 6,442
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 3 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

The shares were sold pursuant to a 10b5-1 trading plan.

Footnote 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 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 after such dates. Per share price achievement levels for the four tranches are: $16.76; $25.14; $33.52; and $41.90.