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. | 259,337 | reported | 19 Feb 2026 | tx 55+21,358,807−19,490,959 |
| GoHealth, Inc. | 38,524 | reported | 12 Jun 2024 | tx 6+263,049 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | TAX_WITHHOLDING | Root, Inc. | 3,962 | 61.59 USD | |
| 18 Feb 2026 | GRANT_AWARD | Root, Inc. | 8,736 | 0.00 USD | |
| 18 Feb 2026 | GRANT_AWARD | Root, Inc. | 113,659 | 0.00 USD | |
| 19 Feb 2026 | TAX_WITHHOLDING | Root, Inc. | 10,508 | 61.59 USD | |
| 10 Dec 2025 | SALE | Root, Inc. | 6,336 | 83.00 USD | |
| 02 Sept 2025 | SALE | Root, Inc. | 406 | 87.89 USD | |
| 02 Sept 2025 | SALE | Root, Inc. | 6,711 | 88.52 USD | |
| 02 Sept 2025 | SALE | Root, Inc. | 1,022 | 90.22 USD | |
| 02 Sept 2025 | SALE | Root, Inc. | 2,722 | 89.43 USD | |
| 02 Jun 2025 | SALE | Root, Inc. | 5,430 | 130.60 USD | |
| 02 Jun 2025 | SALE | Root, Inc. | 2,860 | 130.60 USD | |
| 02 Apr 2025 | SALE | Root, Inc. | 7,353 | 124.78 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 19,352 | 128.60 USD | |
| 01 Apr 2025 | EXERCISE | Root, Inc. | 41,979 | 0.00 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 3,537 | 128.60 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Root, Inc. | 8,736 | 128.60 USD | |
| 01 Apr 2025 | SALE | Root, Inc. | 1,144 | 134.01 USD | |
| 01 Apr 2025 | EXERCISE | Root, Inc. | 41,979 | 0.00 USD | deriv |
| 03 Feb 2025 | TAX_WITHHOLDING | Root, Inc. | 580 | 106.20 USD | |
| 01 Nov 2024 | TAX_WITHHOLDING | Root, Inc. | 796 | 71.01 USD | |
| 01 Aug 2024 | TAX_WITHHOLDING | Root, Inc. | 796 | 57.74 USD | |
| 12 Jun 2024 | GRANT_AWARD | GoHealth, Inc. | 14,605 | 10.27 USD | |
| 01 May 2024 | TAX_WITHHOLDING | Root, Inc. | 795 | 69.91 USD | |
| 02 Apr 2024 | TAX_WITHHOLDING | Root, Inc. | 9,676 | 62.08 USD | |
| 02 Apr 2024 | EXERCISE | Root, Inc. | 20,990 | 0.00 USD |