Allison Jonathan
Officer · ROOT
As of 2026-09-16, Allison Jonathan has 28 Form 4 transactions on record across 1 company — 18 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $3.6M
- Indirect $0
| ROOT | direct | 68,356 sh | $3.6M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-15 | ROOT | Sale | 1,606 @ $55.96 | $90K | −2.3% of holding | 68,356 | Form 4 |
| 2026-05-12 | ROOT | Sale | 1,706 @ $55.74 | $95K | −2.4% of holding | 69,962 | Form 4 |
| 2026-04-07 | ROOT | Sale | 1,706 @ $44.35 | $76K | −2.3% of holding | 71,668 | Form 4 |
| 2026-04-02 | ROOT | Sale | 4,112 @ $42.33 | $174K | −5.3% of holding | 73,374 | Form 4 |
| 2026-03-20 | ROOT | Sale | 3,990 @ $44.78 | $179K | −4.6% of holding | 81,999 | Form 4 |
| 2026-03-17 | ROOT | Sale | 3,990 @ $45.00 | $180K | −4.4% of holding | 85,989 | Form 4 |
| 2026-03-12 | ROOT | Sale | 3,900 @ $43.61 | $170K | −4.2% of holding | 89,979 | Form 4 |
| 2026-03-10 | ROOT | Sale | 3,900 @ $44.97 | $175K | −4.0% of holding | 93,879 | Form 4 |
| 2026-03-05 | ROOT | Sale | 3,900 @ $48.05 | $187K | −3.8% of holding | 97,779 | Form 4 |
| 2026-03-03 | ROOT | Sale | 3,900 @ $47.88 | $187K | −3.7% of holding | 101,679 | Form 4 |
| 2025-06-16 | ROOT | Sale | 2,500 @ $149.16 | $373K | −4.6% of holding | 52,150 | Form 4 |
17 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-04-01 | ROOT | Withheld for tax | 8,081 | 73,918 | Form 4 |
| 2026-04-01 | ROOT | Withheld for tax | 2,874 | 77,486 | Form 4 |
| 2026-04-01 | ROOT | Option exercise | 6,442 | 8,589 | Form 4 |
| 2026-04-01 | ROOT | Option exercise | 6,442 | 80,360 | Form 4 |
| 2026-02-19 | ROOT | Withheld for tax | 4,167 | 103,099 | Form 4 |
| 2026-02-19 | ROOT | Withheld for tax | 1,332 | 105,579 | Form 4 |
| 2026-02-18 | ROOT | Award / grant | 3,812 | 106,911 | Form 4 |
| 2026-02-18 | ROOT | Award / grant | 55,116 | 107,266 | Form 4 |
| 2025-04-01 | ROOT | Withheld for tax | 7,862 | 52,303 | Form 4 |
| 2025-04-01 | ROOT | Withheld for tax | 1,948 | 54,650 | Form 4 |
| 2025-04-01 | ROOT | Option exercise | 4,295 | 56,598 | Form 4 |
| 2025-04-01 | ROOT | Option exercise | 4,295 | 15,031 | Form 4 |
| 2025-02-18 | ROOT | Withheld for tax | 15 | 60,165 | Form 4 |
| 2025-02-03 | ROOT | Withheld for tax | 216 | 60,180 | Form 4 |
| 2025-02-03 | ROOT | Withheld for tax | 146 | 60,396 | Form 4 |
| 2025-01-16 | ROOT | Withheld for tax | 15 | 60,542 | Form 4 |
| 2024-12-16 | ROOT | Withheld for tax | 14 | 60,557 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.