Root, Inc.
ROOTAs of the close on Sep 25, 2026
Price
$47.40
Market cap
—
The cover-page share count does not match the latest report's share count
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Root, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 8 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Trinity Financial Advisors LLC | 2026-03-31 | 31,984 | $1.41M | SEC filing |
| Trinity Financial Advisors LLC | 2025-12-31 | 31,996 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-09-30 | 9,738 | Not shown | SEC filing |
| West Oak Capital, LLC | 2025-06-30 | 100 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-06-30 | 9,730 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-03-31 | 9,730 | Not shown | SEC filing |
| West Oak Capital, LLC | 2025-03-31 | 100 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2024-12-31 | 9,730 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2024-09-30 | 9,935 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2024-06-30 | 9,935 | Not shown | SEC filing |
| Federation des caisses Desjardins du Quebec | 2022-06-30 | 7,400 | Not shown | SEC filing |
| Federation des caisses Desjardins du Quebec | 2022-03-31 | 17,400 | Not shown | SEC filing |
- Each value is checked against Root, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 10 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 8 rows left out: they repeat the same share count and value quarter after quarter, which a market value cannot do.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Trinity Financial Advisors LLC: 31,996 shares reported 2025-12-31; 31,984 shares reported 2026-03-31.
- Trinity Financial Advisors LLC: 9,738 shares reported 2025-09-30; 31,996 shares reported 2025-12-31.
- Trinity Financial Advisors LLC: 9,730 shares reported 2025-06-30; 9,738 shares reported 2025-09-30.
- Trinity Financial Advisors LLC: 9,730 shares reported 2025-03-31; 9,730 shares reported 2025-06-30.
- West Oak Capital, LLC: 100 shares reported 2025-03-31; 100 shares reported 2025-06-30.
- Trinity Financial Advisors LLC: 9,730 shares reported 2024-12-31; 9,730 shares reported 2025-03-31.
- Trinity Financial Advisors LLC: 9,935 shares reported 2024-09-30; 9,730 shares reported 2024-12-31.
- Trinity Financial Advisors LLC: 9,935 shares reported 2024-06-30; 9,935 shares reported 2024-09-30.
- Federation des caisses Desjardins du Quebec: 17,400 shares reported 2022-03-31; 7,400 shares reported 2022-06-30.
- Federation des caisses Desjardins du Quebec: 13,000 shares reported 2021-12-31; 17,400 shares reported 2022-03-31.
- Federation des caisses Desjardins du Quebec: 6,400 shares reported 2021-09-30; 13,000 shares reported 2021-12-31.
- Federation des caisses Desjardins du Quebec: 1,800 shares reported 2021-06-30; 6,400 shares reported 2021-09-30.
Showing the 12 most recent filer reports.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Root, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-04-30 · Malka Meyer: Larger than all 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-11 · Malka Meyer: Larger than 74 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-11 · Malka Meyer: Larger than 70 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-11 · Malka Meyer: Larger than 72 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-08 · Malka Meyer: Larger than 75 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-08 · Malka Meyer: Larger than 76 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-07 · Malka Meyer: Larger than 73 of the 77 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-07 · Malka Meyer: Larger than 71 of the 77 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-15 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −1,606 | 55.96 | SEC filing |
| 2026-05-12 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −1,706 | 55.74 | SEC filing |
| 2026-04-07 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −1,706 | 44.35 | SEC filing |
| 2026-04-02 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −4,112 | 42.33 | SEC filing |
| 2026-03-20 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −3,990 | 44.78 | SEC filing |
| 2026-03-17 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −3,990 | 45.00 | SEC filing |
| 2026-03-12 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −3,900 | 43.61 | SEC filing |
| 2026-03-10 | Allison Jonathan · Chief Administrative Officer | Class A Common Stock | S — Open market or private sale | −3,900 | 44.97 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-22 | Forish Ryan · Chief Accounting Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −294 | SEC filing |
| 2026-06-15 | Forish Ryan · Chief Accounting Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −490 | SEC filing |
| 2026-06-03 | Dorsey Donna · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
| 2026-06-03 | Ulman Doug · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
| 2026-06-03 | Hilsheimer Lawrence A. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
| 2026-06-03 | KRAMER NANCY J · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
| 2026-06-03 | Szudarek Julie · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
| 2026-06-03 | Birnbaum Beth A · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,864 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-06-30 | DEVARD JERRI · Director | Stock Option (Right to Buy) | J — Other acquisition or disposition | −258 | SEC filing |
| 2025-06-30 | Hilsheimer Lawrence A. · Director | Stock Option (Right to Buy) | J — Other acquisition or disposition | −258 | SEC filing |
| 2025-05-21 | Olsen Christopher · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +339,856 | SEC filing |
| 2025-05-21 | Olsen Christopher · 10% owner | Class A Common Stock | J — Other acquisition or disposition | −1,443,376 | SEC filing |
| 2025-05-21 | DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +339,856 | SEC filing |
| 2025-05-21 | Olsen Christopher · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +6,869 | SEC filing |
| 2025-05-21 | DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. · 10% owner | Class A Common Stock | J — Other acquisition or disposition | −1,443,376 | SEC filing |
| 2025-05-21 | KRAMER NANCY J · Director | Class A Common Stock | J — Other acquisition or disposition | +4,580 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.