Reading ROOT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ROOT free→Reading ROOT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ROOT free→QuarterlyIQ Insights · ROOT
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
of this Form 8-K (including Exhibit 99.1 attached hereto) shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly provided by specific reference in such a filing.
Termination of a Material Definitive Agreement. Concurrently with the Closing of the Credit Agreement, the Company prepaid all of the outstanding term loans under its term loan agreement, dated as of January 26, 2022 (as amended, the “Existing Credit Agreement”), by and among the Company, Holdings, the other loan parties party thereto, the lenders party thereto and Acquiom Agency Services, LLC, as administrative agent. The Existing Credit Agreement was terminated in connection with the entry…
Regulation FD Disclosure. On May 6, 2026, the Company issued a press release announcing the execution of the Credit Agreement and the authorization of a $75 million share repurchase program. A copy of this press release is furnished herewith as Exhibit 99.2 to this Current Report on Form 8-K. In addition, on May 6, 2026, the Company prepared an updated investor presentation containing certain information and financial highlights about the Company and its industry, a copy of which will be avai…
Entry into a Material Definitive Agreement. On May 4, 2026, Root, Inc. (the “Company”) entered into that certain Credit Agreement (the “Credit Agreement”), by and among the Company, Caret Holdings, Inc., as borrower (the “Borrower”), the lenders from time to time party thereto and The Huntington National Bank, as the administrative agent. The Credit Agreement provides for a senior secured term loan of $200.0 million, the entire amount of which was funded on May 4, 2026. Borrowings under the C…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
shall be deemed to be furnished: Exhibit No. Description 99.1 Letter to Shareholders, dated February 25, 2026 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ROOT, INC. Dated: February 25, 2026 By: /s/ Alexander Timm Alexander Timm Chief Executive Officer and Director
shall be deemed to be furnished: Exhibit No. Description 99.1 Letter to Shareholders, dated November 5, 2025 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ROOT, INC. Dated: November 5, 2025 By: /s/ Alexander Timm Alexander Timm Chief Executive Officer and Director
shall be deemed to be furnished: Exhibit No. Description 99.1 Letter to Shareholders, dated August 06, 2025 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ROOT, INC. Dated: August 6, 2025 By: /s/ Alexander Timm Alexander Timm Chief Executive Officer and Director
shall be deemed to be furnished: Exhibit No. Description 99.1 Letter to Shareholders, dated May 07, 2025 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ROOT, INC. Dated: May 7, 2025 By: /s/ Alexander Timm Alexander Timm Chief Executive Officer and Director
shall be deemed to be furnished: Exhibit No. Description 99.1 Letter to Shareholders, dated February 26, 2025 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ROOT, INC. Dated: February 26, 2025 By: /s/ Alexander Timm Alexander Timm Chief Executive Officer and Director
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.