Root Jonathan D

Track record

How each disclosed position did against the S&P ~6 months later

The outcome curve and every position's resultPro →

-11.7%

median move per position

+8.8%

S&P 500 median, same spans

0 of 1

beat the S&P ~6mo later

Disclosed positions

Estimated from their latest filings — positions may have changed since

Estimated positions from their latest filingsPro →

Activity

Open-market buy & sell volume

BuySell

Total +$7.00M bought

All filings on record

Every Form 4 transaction we track for this filer

All10Buys1Sells0

Stock	Transaction	Date	~6mo vs S&P
OMDAOmada Health, Inc.	Grant — · 820 sh	2026-07-05	—
CARLCARLSMED, INC.	Grant — · 13,698 sh	2026-06-03	—
OMDAOmada Health, Inc.	Grant — · 915 sh	2026-01-05	—
OMDAOmada Health, Inc.	Other — · 146,257 sh	2025-12-02	—
OMDAOmada Health, Inc.	Other — · 4,571,769 sh	2025-12-02	—
OMDAOmada Health, Inc.	Other — · 167,748 sh	2025-12-02	—
OMDAOmada Health, Inc.	Grant — · 657 sh	2025-10-05	—
CARLCARLSMED, INC.	Buy $7.00M · 466,666 sh	2025-07-24	—
CARLCARLSMED, INC.	Convert — · 1,117,743 sh	2025-07-24	—
CARLCARLSMED, INC.	Convert — · 26,993 sh	2025-07-24	—

OMDAGrant

2026-07-05 · Omada Health, Inc.

820

—

CARLGrant

2026-06-03 · CARLSMED, INC.

13,698

—

OMDAGrant

2026-01-05 · Omada Health, Inc.

915

—

OMDAOther

2025-12-02 · Omada Health, Inc.

146,257

—

OMDAOther

2025-12-02 · Omada Health, Inc.

4,571,769

—

OMDAOther

2025-12-02 · Omada Health, Inc.

167,748

—

OMDAGrant

2025-10-05 · Omada Health, Inc.

657

—

CARLBuy

2025-07-24 · CARLSMED, INC.

$7.00M

—

CARLConvert

2025-07-24 · CARLSMED, INC.

1,117,743

—

CARLConvert

2025-07-24 · CARLSMED, INC.

26,993

—

Newest 10 of 20 filings·Every Form 4 on record, with outcomesPro →

Filing in the same companies

Other insiders active in these names in the last 3 years

CS

Cook Steven L.

OMDA · last 2026-09-10

DS

Duffy Sean P.

OMDA · last 2026-09-10

SW

Shao Wei-Li

OMDA · last 2026-09-10

GC

Gracey Craig

OMDA · last 2026-09-09

FT

Fetter Trevor

OMDA · last 2026-07-05

HJ

Hilleman Jeryl L

OMDA · last 2026-07-05

Outcomes measure each position — the first buy in a stock and every buy within 182 days — against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.