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LDI

loanDepot, Inc.

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723
SEC CIK
0001831631
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588

Last 12 months

Inside the activity.

6 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202506
Dec 202509
Jan 202602
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202650
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 23, 2026 Filed Sep 24, 2026 20:40 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
ConversionCommon Units · Derivative 1,598,390 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000109 · wk-form4_1790282420.xml · derivative · entry 4

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Seven, LLC

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,598,390 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 6.

F6 · derivative.exercise_price: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Seven, LLC ("Trilogy Seven") to exchange the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

F6 · derivative.exercise_date: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F6 · derivative.expiration_date: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F4 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Seven. Following the conversion, the Reporting Person will no longer have any interest in these securities and disclaims all beneficial ownership of all remaining securities held by Trilogy Seven.

Read SEC document
September 23, 2026 Filed Sep 24, 2026 20:40 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
ConversionClass A Common Stock 1,598,390 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000109 · wk-form4_1790282420.xml · nonDerivative · entry 2

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,916,074

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of October 1, 2026.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Seven, LLC ("Trilogy Seven") to exchange the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

Read SEC document
September 23, 2026 Filed Sep 24, 2026 20:40 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
OtherClass B Common Stock 1,598,390 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000109 · wk-form4_1790282420.xml · nonDerivative · entry 1

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Seven, LLC

Disclosed balance after: 0

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, dated February 11, 2021, each outstanding share of Class C Common Stock, automatically and without further action on the part of the Issuer or the Reporting Person, converted into one fully paid and non-assessable share of Class B Common Stock, par value $0.001 ("Class B Common Stock"), on February 11, 2026. Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 6.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of October 1, 2026.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Seven, LLC ("Trilogy Seven") to exchange the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

F4 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Seven. Following the conversion, the Reporting Person will no longer have any interest in these securities and disclaims all beneficial ownership of all remaining securities held by Trilogy Seven.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:31 UTC
Marchetti Dominick EdilioChief Digital Officer
Exercise / conversionRestricted Stock Units · Derivative 48,790 $0.00 $0.00
Disclosure

SEC source: 0001655936-26-000002 · wk-form4_1789677109.xml · derivative · entry 3

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,580

Underlying: Class A Common Stock · 48,790 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on September 15, 2027 and September 15, 2028.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on September 15, 2027 and September 15, 2028.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on September 15, 2027 and September 15, 2028.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:31 UTC
Marchetti Dominick EdilioChief Digital Officer
Tax withholdingClass A Common Stock 24,825 $0.73 $18,166.94
Disclosure

SEC source: 0001655936-26-000002 · wk-form4_1789677109.xml · nonDerivative · entry 2

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,108.82

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:31 UTC
Marchetti Dominick EdilioChief Digital Officer
Exercise / conversionClass A Common Stock 48,790 Not disclosed Not disclosed
Disclosure

SEC source: 0001655936-26-000002 · wk-form4_1789677109.xml · nonDerivative · entry 1

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,933.82

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on September 15, 2027 and September 15, 2028.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 20:44 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 31,250 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000107 · wk-form4_1789591484.xml · derivative · entry 3

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 31,250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

F1 · date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 20:44 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
Tax withholdingClass A Common Stock 14,094 $0.83 $11,744.53
Disclosure

SEC source: 0001831631-26-000107 · wk-form4_1789591484.xml · nonDerivative · entry 2

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,261

Read SEC document
September 14, 2026 Filed Sep 16, 2026 20:44 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
Exercise / conversionClass A Common Stock 31,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001831631-26-000107 · wk-form4_1789591484.xml · nonDerivative · entry 1

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 305,355

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Saturday, September 12, 2026 and settled on Monday, September 14, 2026.

Read SEC document
September 08, 2026 Filed Sep 8, 2026 20:24 UTC ConversionCommon Units · Derivative 147,130 $0.00 $0.00
Disclosure

SEC source: 0001186015-26-000006 · wk-form4_1788899096.xml · derivative · entry 3

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Six, LLC

Disclosed balance after: 0

Underlying: Class A Common Stock · 147,130 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. On February 11, 2026, all outstanding Class C Common stock automatically converted in Class B Common Stock, par value $0.001 ("Class B Common Stock"). Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 5.

F6 · derivative.exercise_price: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of October 1, 2026.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Six, LLC ("Trilogy Six") to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

F6 · derivative.exercise_date: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F6 · derivative.expiration_date: Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class B Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed.

F4 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Six. Following the conversion, the Reporting Person will no longer have any interest in these securities and disclaims all beneficial ownership of all remaining securities held by Trilogy Six.

Read SEC document
September 08, 2026 Filed Sep 8, 2026 20:24 UTC ConversionClass A Common Stock 147,130 $0.00 $0.00
Disclosure

SEC source: 0001186015-26-000006 · wk-form4_1788899096.xml · nonDerivative · entry 2

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 486,020

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of October 1, 2026.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Six, LLC ("Trilogy Six") to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

F5 · balance_after: Includes 79,449 unvested restricted stock units, which vest ratably on November 30, 2026, February 26, 2027, and May 28, 2027.

Read SEC document
September 08, 2026 Filed Sep 8, 2026 20:24 UTC OtherClass B Common Stock 147,130 $0.00 $0.00
Disclosure

SEC source: 0001186015-26-000006 · wk-form4_1788899096.xml · nonDerivative · entry 1

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trilogy Management Investors Six, LLC

Disclosed balance after: 0

F1 · security: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. On February 11, 2026, all outstanding Class C Common stock automatically converted in Class B Common Stock, par value $0.001 ("Class B Common Stock"). Shares of Class B Common Stock may be converted, together with the corresponding Common Units, for shares of the Issuer's Class A Common Stock, par value $0.001 ("Class A Common Stock") as described in footnote 5.

F2 · date: The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of October 1, 2026.

F3 · kind: The Reporting Person elected to cause Trilogy Management Investors Six, LLC ("Trilogy Six") to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class B Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.

F4 · ownership.nature: The Reporting Person has an indirect interest in a portion of the securities of the Class B Common Stock and the Common Units held by Trilogy Six. Following the conversion, the Reporting Person will no longer have any interest in these securities and disclaims all beneficial ownership of all remaining securities held by Trilogy Six.

Read SEC document
September 01, 2026 Filed Sep 2, 2026 20:40 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 60,208 $0.92 $55,222.78
Disclosure

SEC source: 0001831631-26-000105 · wk-form4_1788381606.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 1,000,000

F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.9000 to $0.9399. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:40 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 145,365 $0.94 $137,355.39
Disclosure

SEC source: 0001831631-26-000105 · wk-form4_1788381606.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 939,792

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.9166 to $0.9500. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 27, 2026 Filed Aug 27, 2026 22:40 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 38,612 $0.94 $36,256.67
Disclosure

SEC source: 0001655400-26-000007 · wk-form4_1787870432.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 794,427

F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.8929 to $0.9500. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 26, 2026 Filed Aug 27, 2026 22:40 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 284,349 $0.89 $253,013.74
Disclosure

SEC source: 0001655400-26-000007 · wk-form4_1787870432.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 755,815

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.8757 to $0.9281. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 25, 2026 Filed Aug 26, 2026 20:30 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 364,367 $0.92 $335,071.89
Disclosure

SEC source: 0001831631-26-000102 · wk-form4_1787776217.xml · nonDerivative · entry 2

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 471,466

F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.8962 to $0.9387. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 24, 2026 Filed Aug 26, 2026 20:30 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
PurchaseClass A Common Stock 107,099 $0.89 $95,789.35
Disclosure

SEC source: 0001831631-26-000102 · wk-form4_1787776217.xml · nonDerivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By JLSSAA Trust

Disclosed balance after: 107,099

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.8727 to $0.9052. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, specific trade amounts and pricing within the ranges set forth in this footnote of this Form 4 at which the respective transactions were affected.

F2 · ownership.nature: As trustee, Anthony Hsieh has voting and investment power over the assets of The JLSSAA Trust ("JLSSAA Trust").

Read SEC document
August 17, 2026 Filed Aug 18, 2026 22:00 UTC
Graeler DarrenChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 39,309 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000098 · wk-form4_1787090454.xml · derivative · entry 3

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 39,309 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Sunday, August 16, 2026, and were settled on Monday, August 17, 2026.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Sunday, August 16, 2026, and were settled on Monday, August 17, 2026.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Sunday, August 16, 2026, and were settled on Monday, August 17, 2026.

Read SEC document
August 17, 2026 Filed Aug 18, 2026 22:00 UTC
Graeler DarrenChief Accounting Officer
Tax withholdingClass A Common Stock 18,035 $0.88 $15,780.63
Disclosure

SEC source: 0001831631-26-000098 · wk-form4_1787090454.xml · nonDerivative · entry 2

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274,727

Read SEC document
August 17, 2026 Filed Aug 18, 2026 22:00 UTC
Graeler DarrenChief Accounting Officer
Exercise / conversionClass A Common Stock 39,309 Not disclosed Not disclosed
Disclosure

SEC source: 0001831631-26-000098 · wk-form4_1787090454.xml · nonDerivative · entry 1

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,762

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vested on Sunday, August 16, 2026, and were settled on Monday, August 17, 2026.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
Marchetti Dominick EdilioChief Digital Officer
GrantRestricted Stock Units · Derivative 750,000 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000093 · wk-form4_1786142386.xml · derivative · entry 3

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750,000

Underlying: Class A Common Stock · 750,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F5 · date: The transaction date is the date that the RSU terms were approved by the issuer's compensation committee. The RSUs are expected to be granted on September 15, 2026.

F4 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F4 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
Marchetti Dominick EdilioChief Digital Officer
GrantRestricted Stock Units · Derivative 393,081 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000093 · wk-form4_1786142386.xml · derivative · entry 2

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 393,081

Underlying: Class A Common Stock · 393,081 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F3 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
Marchetti Dominick EdilioChief Digital Officer
Disposition to issuerPerformance Share Units · Derivative 393,081 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000093 · wk-form4_1786142386.xml · derivative · entry 1

Marchetti Dominick Edilio · CIK 0001655936 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 393,081 shares

Expires 2029-03-16

F1 · derivative.exercise_price: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F2 · price: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F1 · derivative.exercise_date: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
GrantRestricted Stock Units · Derivative 250,000 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000095 · wk-form4_1786142401.xml · derivative · entry 3

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,000

Underlying: Class A Common Stock · 250,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F5 · date: The transaction date is the date that the RSU terms were approved by the issuer's compensation committee. The RSUs are expected to be granted on September 15, 2026.

F4 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F4 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
GrantRestricted Stock Units · Derivative 102,201 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000095 · wk-form4_1786142401.xml · derivative · entry 2

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,201

Underlying: Class A Common Stock · 102,201 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F3 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
Disposition to issuerPerformance Share Units · Derivative 102,201 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000095 · wk-form4_1786142401.xml · derivative · entry 1

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 102,201 shares

Expires 2029-03-16

F1 · derivative.exercise_price: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F2 · price: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F1 · derivative.exercise_date: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
GrantRestricted Stock Units · Derivative 750,000 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000092 · wk-form4_1786142379.xml · derivative · entry 3

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750,000

Underlying: Class A Common Stock · 750,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F5 · date: The transaction date is the date that the RSU terms were approved by the issuer's compensation committee. The RSUs are expected to be granted on September 15, 2026.

F4 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F4 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
GrantRestricted Stock Units · Derivative 157,232 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000092 · wk-form4_1786142379.xml · derivative · entry 2

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,232

Underlying: Class A Common Stock · 157,232 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F3 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
DerGurahian Jeffrey MichaelChief Investment Officer
Disposition to issuerPerformance Share Units · Derivative 157,232 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000092 · wk-form4_1786142379.xml · derivative · entry 1

DerGurahian Jeffrey Michael · CIK 0001655938 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 157,232 shares

Expires 2029-03-16

F1 · derivative.exercise_price: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F2 · price: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F1 · derivative.exercise_date: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Hayes David RChief Financial Officer
GrantRestricted Stock Units · Derivative 750,000 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000096 · wk-form4_1786142407.xml · derivative · entry 3

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750,000

Underlying: Class A Common Stock · 750,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F5 · date: The transaction date is the date that the RSU terms were approved by the issuer's compensation committee. The RSUs are expected to be granted on September 15, 2026.

F4 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

F4 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in two equal annual increments on the first and second anniversaries of the grant date, which is expected to be September 15, 2026.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Hayes David RChief Financial Officer
GrantRestricted Stock Units · Derivative 518,867 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000096 · wk-form4_1786142407.xml · derivative · entry 2

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 518,867

Underlying: Class A Common Stock · 518,867 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F3 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:40 UTC
Hayes David RChief Financial Officer
Disposition to issuerPerformance Share Units · Derivative 518,867 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000096 · wk-form4_1786142407.xml · derivative · entry 1

Hayes David R · CIK 0001983403 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 518,867 shares

Expires 2029-03-16

F1 · derivative.exercise_price: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F2 · price: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F1 · derivative.exercise_date: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
Graeler DarrenChief Accounting Officer
GrantRestricted Stock Units · Derivative 23,584 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000094 · wk-form4_1786142395.xml · derivative · entry 2

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,584

Underlying: Class A Common Stock · 23,584 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F3 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

F3 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of the issuer's Class A Common Stock. The RSUs vest in three equal annual increments commencing March 16, 2027, the first anniversary of the original PSU grant.

Read SEC document
August 05, 2026 Filed Aug 7, 2026 22:39 UTC
Graeler DarrenChief Accounting Officer
Disposition to issuerPerformance Share Units · Derivative 23,584 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000094 · wk-form4_1786142395.xml · derivative · entry 1

Graeler Darren · CIK 0001983414 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 23,584 shares

Expires 2029-03-16

F1 · derivative.exercise_price: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · kind: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

F1 · derivative.exercise_date: Each performance restricted stock unit ("PSU") represented a contingent right to receive one share of the issuer's Class A Common Stock. The PSUs were originally subject to vesting upon the issuer's Class A Common Stock achieving specified prices per share.

F2 · balance_after: On August 5, 2026, the issuer's compensation committee amended the terms of the PSUs originally granted to the reporting person on March 16, 2026, to modify the PSU award to provide for ratable vesting over a three-year period, exclusively based on the reporting person's continuous services. For Form 4 reporting purposes, the amendment is reported as the cancellation of the original PSUs and the concurrent grant of replacement restricted stock units ("RSUs").

Read SEC document
June 15, 2026 Filed Jun 16, 2026 21:00 UTC
Grassi Joseph J IIIChief Legal & Risk Officer
GrantRestricted Stock Units · Derivative 44,247 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000077 · wk-form4_1781643604.xml · derivative · entry 1

Grassi Joseph J III · CIK 0001609095 · Chief Legal & Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,247

Underlying: Class A Common Stock · 44,247 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

Read SEC document
June 15, 2026 Filed Jun 16, 2026 21:01 UTC
Hsieh Anthony LiDirector · Executive Chair, CEO & Pres. · 10% owner
GrantRestricted Stock Units · Derivative 1,000,000 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000079 · wk-form4_1781643700.xml · derivative · entry 1

Hsieh Anthony Li · CIK 0001655400 · Director · Executive Chair, CEO & Pres. · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000,000

Underlying: Class A Common Stock · 1,000,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs are scheduled to vest ratably on June 15, 2027, June 15, 2028, and June 15, 2029.

Read SEC document
June 04, 2026 Filed Jun 8, 2026 20:37 UTC GrantClass A Common Stock 105,932 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000073 · wk-form4_1780951076.xml · nonDerivative · entry 1

Lee John Hoon · CIK 0001926901 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,532

F1 · balance_after: Includes 105,932 unvested restricted stock units, which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

Read SEC document
June 04, 2026 Filed Jun 8, 2026 20:35 UTC GrantClass A Common Stock 105,932 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000069 · wk-form4_1780950947.xml · nonDerivative · entry 1

PATENAUDE PAMELA H. · CIK 0001815221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 448,831.7285

F1 · balance_after: Includes 105,932 unvested restricted stock units, which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

Read SEC document
June 04, 2026 Filed Jun 8, 2026 20:35 UTC
PCP MANAGERS GP, LLCDirector · 10% owner
PCP MANAGERS, L.P.Director · 10% owner
GrantClass A Common Stock 211,864 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000067 · wk-form4_1780950906.xml · nonDerivative · entry 1

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 103,768,936

F1 · balance_after: Includes 211,864 unvested restricted stock units ("RSUs"), which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

F2 · ownership.nature: Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.

F3 · ownership.nature: PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.

F4 · ownership.nature: Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.

Read SEC document
June 04, 2026 Filed Jun 8, 2026 20:36 UTC GrantClass A Common Stock 105,932 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000071 · wk-form4_1780951004.xml · nonDerivative · entry 1

OZONIAN STEVEN · CIK 0001442082 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323,428

F1 · balance_after: Includes 105,932 unvested restricted stock units, which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

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June 04, 2026 Filed Jun 8, 2026 20:38 UTC GrantClass A Common Stock 105,932 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000075 · wk-form4_1780951115.xml · nonDerivative · entry 1

LEPORE DAWN G · CIK 0001186015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 338,890

F1 · balance_after: Includes 105,932 unvested restricted stock units, which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

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May 29, 2026 Filed Jun 2, 2026 20:32 UTC Exercise / conversionRestricted Stock Units · Derivative 24,607 $0.00 $0.00
Disclosure

SEC source: 0001926901-26-000002 · wk-form4_1780432325.xml · derivative · entry 3

Lee John Hoon · CIK 0001926901 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 24,607 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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May 29, 2026 Filed Jun 2, 2026 20:32 UTC Exercise / conversionClass A Common Stock 24,607 Not disclosed Not disclosed
Disclosure

SEC source: 0001926901-26-000002 · wk-form4_1780432325.xml · nonDerivative · entry 1

Lee John Hoon · CIK 0001926901 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,600

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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May 29, 2026 Filed Jun 2, 2026 20:31 UTC Exercise / conversionRestricted Stock Units · Derivative 24,607 $0.00 $0.00
Disclosure

SEC source: 0001815221-26-000003 · wk-form4_1780432278.xml · derivative · entry 2

PATENAUDE PAMELA H. · CIK 0001815221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 24,607 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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May 29, 2026 Filed Jun 2, 2026 20:31 UTC Exercise / conversionClass A Common Stock 24,607 Not disclosed Not disclosed
Disclosure

SEC source: 0001815221-26-000003 · wk-form4_1780432278.xml · nonDerivative · entry 1

PATENAUDE PAMELA H. · CIK 0001815221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 342,899.7285

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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May 29, 2026 Filed Jun 2, 2026 20:30 UTC
PCP MANAGERS GP, LLCDirector · 10% owner
PCP MANAGERS, L.P.Director · 10% owner
Exercise / conversionRestricted Stock Units · Derivative 49,214 $0.00 $0.00
Disclosure

SEC source: 0001831631-26-000063 · wk-form4_1780432240.xml · derivative · entry 3

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 49,214 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F2 · ownership.nature: Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.

F3 · ownership.nature: PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.

F4 · ownership.nature: Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.

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May 29, 2026 Filed Jun 2, 2026 20:30 UTC
PCP MANAGERS GP, LLCDirector · 10% owner
PCP MANAGERS, L.P.Director · 10% owner
Exercise / conversionClass A Common Stock 49,214 Not disclosed Not disclosed
Disclosure

SEC source: 0001831631-26-000063 · wk-form4_1780432240.xml · nonDerivative · entry 1

PCP MANAGERS GP, LLC · CIK 0001666602 · Director · 10% owner

Golson Brian P. · CIK 0001555304 · Director

Dodson Andrew C · CIK 0001656792 · Director

PCP MANAGERS, L.P. · CIK 0001555301 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 103,557,072

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F2 · ownership.nature: Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.

F3 · ownership.nature: PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.

F4 · ownership.nature: Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.

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May 29, 2026 Filed Jun 2, 2026 20:31 UTC Exercise / conversionRestricted Stock Units · Derivative 24,607 $0.00 $0.00
Disclosure

SEC source: 0001442082-26-000002 · wk-form4_1780432293.xml · derivative · entry 2

OZONIAN STEVEN · CIK 0001442082 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 24,607 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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May 29, 2026 Filed Jun 2, 2026 20:31 UTC Exercise / conversionClass A Common Stock 24,607 Not disclosed Not disclosed
Disclosure

SEC source: 0001442082-26-000002 · wk-form4_1780432293.xml · nonDerivative · entry 1

OZONIAN STEVEN · CIK 0001442082 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,496

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock or, at the option of the Compensation Committee, the cash value of one share of Class A Common Stock.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.