Jonathan Allison

CIK 1977858 · View on SEC EDGAR ↗

Insider

First SEC filing: May 18, 2023 · Latest: May 18, 2023

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 12 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Oct. 2, 2023 ROOT F 1,066 $8.83 $9,413 93,119 Direct -1.13% Disposed 531.9% (price as of 2026-08-19)
Sept. 18, 2023 ROOT F 13 $10.58 $138 94,185 Direct -0.01% Disposed 427.4% (price as of 2026-08-19)
Aug. 16, 2023 ROOT F 14 $9.16 $128 94,198 Direct -0.01% Disposed 509.2% (price as of 2026-08-19)
Aug. 9, 2023 ROOT A 21,473 21,473 Direct Acquired (price as of 2026-08-19)
Aug. 9, 2023 ROOT A 63,652 94,212 Direct +208.29% Acquired (price as of 2026-08-19)
Aug. 1, 2023 ROOT F 193 $10.93 $2,109 30,560 Direct -0.63% Disposed 410.5% (price as of 2026-08-19)
Aug. 1, 2023 ROOT F 131 $10.93 $1,432 30,753 Direct -0.42% Disposed 410.5% (price as of 2026-08-19)
July 17, 2023 ROOT F 14 $10.45 $146 30,884 Direct -0.05% Disposed 434.0% (price as of 2026-08-19)
July 3, 2023 ROOT F 1,066 $10.08 $10,745 30,898 Direct -3.34% Disposed 453.6% (price as of 2026-08-19)
June 16, 2023 ROOT F 14 $6.35 $89 31,964 Direct -0.04% Disposed 778.7% (price as of 2026-08-19)
June 15, 2023 ROOT F 6,361 $6.41 $40,774 31,978 Direct -16.59% Disposed 770.5% (price as of 2026-08-19)
May 16, 2023 ROOT F 14 $4.56 $64 38,339 Direct -0.04% Disposed 1123.7% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Aug. 9, 2023 ROOT Performance-Based Restricted Stock Units Class A Common Stock (21,473) April 1, 2028 21,473 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 18, 2023 ROOT Class A Common Stock 38,353 Direct
May 18, 2023 ROOT Stock Option (Right to Buy)→ Class B Common Stock (10,636) 10,636 Direct
May 18, 2023 ROOT Stock Option (Right to Buy)→ Class B Common Stock (1,388) 1,388 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

ROOT

Chief Administrative Officer
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $520,000 $2,399,971 $780,000 $10,685 $3,710,656
2023 $488,846 $600,000 $703,593 $1,425,000 $10,085 $3,227,524

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.