Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Root, Inc. | 357,943 | reported | 19 Feb 2026 | tx 84+4,791,193−383,941 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | TAX_WITHHOLDING | Root, Inc. | 9,569 | 61.59 USD | |
| 19 Feb 2026 | TAX_WITHHOLDING | Root, Inc. | 2,622 | 61.59 USD | |
| 18 Feb 2026 | GRANT_AWARD | Root, Inc. | 101,958 | 0.00 USD | |
| 18 Feb 2026 | GRANT_AWARD | Root, Inc. | 5,877 | 0.00 USD | |
| 02 Jan 2026 | TAX_WITHHOLDING | Root, Inc. | 1,253 | 70.90 USD | |
| 10 Dec 2025 | SALE | Root, Inc. | 5,750 | 83.00 USD | |
| 01 Oct 2025 | TAX_WITHHOLDING | Root, Inc. | 1,669 | 88.04 USD | |
| 02 Sept 2025 | SALE | Root, Inc. | 5,750 | 89.74 USD | |
| 01 Jul 2025 | TAX_WITHHOLDING | Root, Inc. | 1,669 | 125.28 USD | |
| 02 Jun 2025 | SALE | Root, Inc. | 5,256 | 130.60 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 13,014 | 128.60 USD | |
| 01 Apr 2025 | EXERCISE | Root, Inc. | 28,695 | 0.00 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 7,271 | 128.60 USD | |
| 02 Apr 2025 | SALE | Root, Inc. | 5,515 | 124.78 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 1,669 | 128.60 USD | |
| 01 Apr 2025 | EXERCISE | Root, Inc. | 28,695 | 0.00 USD | deriv |
| 03 Feb 2025 | TAX_WITHHOLDING | Root, Inc. | 164 | 106.20 USD | |
| 03 Feb 2025 | TAX_WITHHOLDING | Root, Inc. | 55 | 106.20 USD | |
| 03 Feb 2025 | TAX_WITHHOLDING | Root, Inc. | 45 | 106.20 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | Root, Inc. | 1,242 | 73.43 USD | |
| 01 Nov 2024 | TAX_WITHHOLDING | Root, Inc. | 83 | 71.01 USD | |
| 01 Nov 2024 | TAX_WITHHOLDING | Root, Inc. | 67 | 71.01 USD | |
| 01 Nov 2024 | TAX_WITHHOLDING | Root, Inc. | 245 | 71.01 USD | |
| 01 Oct 2024 | TAX_WITHHOLDING | Root, Inc. | 1,670 | 37.74 USD | |
| 01 Aug 2024 | TAX_WITHHOLDING | Root, Inc. | 67 | 57.74 USD |