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Mahtiyar Bonakdarpour

President and Chief Technology Officer at Root
Executive

About Mahtiyar Bonakdarpour

Mahtiyar Bonakdarpour, age 38, is President (since Feb 2024) and Chief Technology Officer (since Feb 2022) at Root; previously Chief Data Science & Analytics Officer (from Jul 2021) and VP of Data Science (from Jul 2018). He was a visiting scholar at Yale (2017–2019) and a research assistant at the University of Chicago (2014–2019) . In 2024 Root reached net profitability, grew gross written premiums 66% YoY, increased new writings 115%, policies-in-force 21%, and achieved a 59.9% gross accident period loss ratio; these outcomes drove high incentive funding tied to Adjusted EBITDA and operating metrics . Pay-versus-performance disclosures show 2024 Adjusted EBITDA of $112M and net income of $31M, with TSR rebounding since 2023 albeit below peer pace .

Past Roles

OrganizationRoleYearsStrategic impact
Root, Inc.PresidentFeb 2024–presentExecutive leadership over technology and operations; profitability initiatives and growth execution connected to 2024 metrics .
Root, Inc.Chief Technology OfficerFeb 2022–presentTechnology strategy and execution; underwriting, pricing, and platform enhancements linked to improved loss ratio .
Root, Inc.Chief Data Science & Analytics OfficerJul 2021–Feb 2022Data science leadership supporting pricing fairness and underwriting performance .
Root, Inc.VP, Data ScienceJul 2018–Jul 2021Built data science capability; foundation for DTC and partnership channel analytics .
Yale UniversityVisiting ScholarSep 2017–Mar 2019Academic research; advanced analytics exposure .
University of ChicagoResearch AssistantSep 2014–Mar 2019Research experience; quantitative methods .

External Roles

No external public-company directorships or committee roles were disclosed in the executive officer biography section of the proxy .

Fixed Compensation

MetricFY 2022FY 2023FY 2024
Base Salary ($)500,000 500,000 541,346 (paid) / 550,000 approved base
Target Annual Incentive (% of Salary)60% 100%
Annual Cash Incentive Paid ($)594,000 900,000 1,650,000
“Bonus” (Discrete cash bonus) ($)500,000 1,275,000
Stock Awards ($ grant-date fair value)8,052,893 1,503,127 5,001,939 (PSUs)
Total Comp ($)9,656,228 4,188,212 7,199,042

Performance Compensation

2024 Short-Term Incentive Program (STI)

MetricTarget frameworkActualFunding outcomeVesting/Payment
Accident Period Gross Loss RatioMatrix axis range: 63%–67% 59.9% Company measure achievement extrapolated to 192% Paid in cash in Feb 2025 as part of STI
Policy-in-Force GrowthMatrix axis range: 20,000–140,000 policies ~73,000 policies Company measure achievement extrapolated to 192% (with loss ratio) Paid in cash in Feb 2025 as part of STI
Adjusted EBITDA ComponentUp to 10% of Adjusted EBITDA when company measures ≥ target Contributed 69% funding Added 69% to matrix outcome Paid in cash in Feb 2025
Qualitative objectivesStrategy/IR/board interactions/employee measures Achieved; taken into account Would push >300%; committee capped Paid; NEO achievement capped at 300% of target

Result for Bonakdarpour: Target STI $550,000; payout at 300% = $1,650,000 .

2024 PSU Award Design (Granted Nov 13, 2024)

ElementTerms
Target PSUs66,207 target (up to 200% max)
Performance periodCalendar year 2025
Performance metricsAdjusted EBITDA 2025 and New Writings 2025
Vesting25% of earned PSUs at certification (expected Feb 2026); 25% on/about Jan 1 of each year thereafter until fully vested
Grant-date fair value$5,001,939

2023 PSU (Stock-Price Condition) Realization and Schedule

ElementTerms / Outcomes
StructureFour stock price hurdles; 45-trading-day average condition and time-based service
Earned at first hurdle14,348 shares earned/vested on Apr 1, 2025
Future scheduled vesting (subject to price hurdles)43,043 units on Apr 1, 2026 and 57,390 units on Apr 1, 2027

Equity Ownership & Alignment

CategoryDetail
Beneficial Ownership (April 7, 2025)384,340 Class A shares (3.4% of Class A) and 15,392 Class B shares via exercisable options; % total voting power ~1.0% .
Options (strike/expiry)3,240 options at $12.20 expiring 7/20/2028; 12,152 options at $43.20 expiring 4/17/2029 .
RSUs outstanding (illustrative)22,080 RSUs vesting quarterly through Apr 2026; 72,316 RSUs with tranches Apr 1, 2026 and Apr 1, 2027 .
PSUs outstanding (threshold display)33,104 (2024 grant reported at threshold) with market value $2,403,019 as of 12/31/2024 .
Hedging/pledging policyCompany prohibits hedging and short sales; pledging only with prior approval; none of executive officers have pledged as of proxy date .
Ownership guidelinesNot disclosed for executives in proxy; compensation committee monitors pledging .

Vesting Calendar and Potential Selling Pressure

DateInstrumentSharesNotes
Quarterly through Apr 2026RSUs (4/1/2022 grant)22,080Equal quarterly vesting through Apr 2026 .
Apr 1, 20262023 PSUs43,043Subject to stock-price hurdles; tranche scheduled .
Apr 1, 2026RSUs (8/9/2023 grant)24,399Scheduled RSU tranche .
Feb 2026 (Certification)2024 PSUs25% of earnedInitial 25% vests upon certification of FY2025 performance .
Jan 1, 20272024 PSUs25% of earnedAnnual time-based vest .
Apr 1, 20272023 PSUs57,390Subject to stock-price hurdles .
Apr 1, 2027RSUs (8/9/2023 grant)31,886Scheduled RSU tranche .

Employment Terms

ProvisionBonakdarpour Terms
Employment agreementExecutive employment agreement dated Dec 2021; at-will .
Severance (no change in control)12 months base salary; pro-rata STI; up to 12 months COBRA; 12 months worth of time-based vesting acceleration on unvested awards .
Severance (within 12 months of change in control)12 months base salary; pro-rata STI; COBRA; 100% acceleration of unvested equity (double-trigger) .
Voluntary resignation12 months base salary; pro-rata STI .
Non-compete / non-solicitNot disclosed in proxy .
Clawback policyCompliant with SEC/Nasdaq; expanded to permit recovery for intentional misconduct causing serious financial/reputational harm; equity grants include clawback language .
Hedging/pledgingHedging prohibited; pledging only with CFO/GC approval; none pledged .

Potential Payments (Hypothetical at 12/31/2024)

ScenarioCash Severance ($)Pro-rata STI ($)Health ($)Equity Vesting ($)
Voluntary resignation550,000 550,000
Involuntary (no CIC)550,000 550,000 4,378,121
Involuntary (with CIC)550,000 550,000 21,094,509
Death/Disability550,000

Performance & Track Record

  • 2024 operating results: net profitability achieved; gross written premiums +66% YoY; new writings +115%; policies-in-force +21%; gross accident period loss ratio 59.9%; term loan refinanced .
  • Say-on-Pay support: 97% approval at 2024 annual meeting, with program redesigned to PSUs aligning pay to performance .
  • Pay vs performance: 2024 Adjusted EBITDA $112M and net income $31M; TSR recovery underway since 2023, still lagging peer group .

Compensation Structure Analysis

  • Mix shift to PSUs: 2024 long-term incentives delivered as PSUs tied to Adjusted EBITDA and New Writings with 200% upside; additional time-based vesting extends retention through 2028 .
  • At-risk pay emphasis: High proportion of variable compensation; STI funded at 300% due to strong operational results and Adjusted EBITDA .
  • Governance guardrails: Clawback expanded in 2024; hedging prohibited; controlled pledging; independent consultant used (Compensia) .

Related Party and Alignment Considerations

  • Indirect interests: Footnote notes indirect pecuniary interest via spouse’s carried interest in certain Drive Capital vehicles; no voting or investment control by Bonakdarpour or spouse over those shares .
  • No pledging or hedging: As of proxy date, none of the executive officers had pledged Root equity; hedging prohibited .

Investment Implications

  • Alignment: Significant equity exposure via RSUs/PSUs and options, with stringent anti-hedging/pledging, supports pay-for-performance alignment as PSUs depend on 2025 Adjusted EBITDA and New Writings and then time-based vesting through 2028 .
  • Retention: Multi-year vesting calendars (2026–2027 PSU/RSU tranches; 2024 PSUs vesting 2026–2028) suggest strong retention hooks; severance terms include double-trigger full acceleration under change-in-control, lowering departure risk but raising M&A cost considerations .
  • Trading signals: Notable vest dates (Feb 2026 certification; Apr 1, 2026/2027 tranches; Jan 1 annual PSUs) may create episodic supply from net-share settlements, especially if price hurdles on 2023 PSUs are met; monitor blackout periods and Form 4s near these dates .
  • Performance linkage: 2024 STI at 300% underscores sensitivity to underwriting and growth metrics; continued strength in Adjusted EBITDA and New Writings would drive 2024 PSUs realization, potentially amplifying executive equity gains aligned with shareholder value .

Note: All information is sourced from Root, Inc.’s 2025 DEF 14A proxy statement and associated tables .