Jonathan Allison

CIK 1977858 · Chief Administrative Officer · last filed 2026-05-18

Jonathan Allison is a Chief Administrative Officer who has filed 68 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing, for ROOT, was dated Nov 13, 2026. Across all open-market trades the lifetime net is −$3.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.0M across reported positions. 18 Form 144 notices of planned sales are also on file; the latest, for ROOT on Nov 13, 2026, lists the filer as an officer. 1 sale listed on those notices, worth $130.4K in all, has no matching Form 4.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$3.00M

Companies

Total Filings

Lifetime Open-Market Net

-$3.00M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

ROOT price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

ROOT, INC.
80 E. RICH STREET, SUITE 500
COLUMBUS, OH 43215

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count in each company: direct shares plus every indirect holder (trusts, LLCs, partnerships, family members) on the latest Form 4 that lists them. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
ROOT	Chief Administrative Officer	68,356	$43.87	$3.00M	-$3.00M	50	2026-05-18

Recent Filings

68 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144, so not all of them end in a sale. Under each notice: the role the filer ticked on it, and whether a sale followed (a Form 4 sale within 30 days, or a sale listed on a later notice).

Filed	Symbol	Action	Net Shares	Net $	Link
2026-11-13	ROOT	Notice (144) Officer · Planned Nov 13, 2026 · 10b5-1 plan No sale on file yet	−2,962	-$129.1K	EDGAR
2026-11-12	ROOT	Notice (144) Officer · Planned Nov 12, 2026 · 10b5-1 plan Sold: listed on the Nov 13, 2026 notice	−2,962	-$130.4K	EDGAR
2026-05-18	ROOT	Sell (S)	−1,606	-$89.9K	EDGAR
2026-05-15	ROOT	Notice (144) Officer · Planned May 15, 2026 · 10b5-1 plan Sold: Form 4 filed May 18, 2026	−1,606	-$89.9K	EDGAR
2026-05-13	ROOT	Sell (S)	−1,706	-$95.1K	EDGAR
2026-05-12	ROOT	Notice (144) Officer · Planned May 12, 2026 · 10b5-1 plan Sold: Form 4 filed May 13, 2026	−1,706	-$95.1K	EDGAR
2026-04-08	ROOT	Sell (S)	−1,706	-$75.7K	EDGAR
2026-04-07	ROOT	Notice (144) Officer · Planned Apr 7, 2026 · 10b5-1 plan Sold: Form 4 filed Apr 8, 2026	−1,706	-$75.7K	EDGAR
2026-04-03	ROOT	Mixed	−8,625	-$648.0K	EDGAR
2026-04-02	ROOT	Notice (144) Officer · Planned Apr 2, 2026 · 10b5-1 plan Sold: Form 4 filed Apr 3, 2026	−4,112	-$174.1K	EDGAR

Showing 1–10 of 68

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment, and an amended or cancelled notice is not listed. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes. Someone who is no longer an officer or director (or never was) files no Form 4, so for them a sale shows up only on a later notice, which lists the seller's sales from the 3 months before it. "No sale on file" means neither record shows one; a dash in Net $ means the value filed on the notice doesn't fit the stock's price (likely a typo).

Sales Reported Only on Form 144

1 sale · $130.4K

Each Form 144 lists the seller's sales of the company's stock in the 3 months before it. These are the sales on this filer's notices that no Form 4 on file shows, which is the usual case once someone is no longer an officer or director, or for an affiliate who never files Form 4s. Each sale is listed once, with the first notice that reported it.

Sold	Symbol	Shares	Proceeds	Avg Price	Listed On
2026-11-12	ROOT	2,962	$130.4K	$44.03	2026-11-13