person · Reporting owner

Martell Frank

Disclosed activity across 4 companies

Tapewire entity: 24519
SEC CIK: 0001387655

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Compass, Inc.COMP · Entity 3646	Director	May 14, 2026	May 15, 2026
SmartRent, Inc.SMRT · Entity 6112	Director · Chief Executive Officer	September 30, 2026	September 30, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Compass, Inc.

Report date May 14, 2026 · Filed May 15, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	218,233	Reported balance After 2026-05-14 transaction · row 1 1 source row Row 1 · 2026-05-14 · Exercise / conversion · Acquired 35,288 · Balance 218,233 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.
Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security	Direct	0	Reported balance After 2026-05-14 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-05-14 · Exercise / conversion · Disposed 35,288 · Balance 0 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.
Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security	Direct	27,702	Reported balance After 2026-05-14 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2026-05-14 · Grant · Acquired 27,702 · Balance 27,702 F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F4: The Reporting Person has elected to defer receipt of 100% of the RSUs reported herein pursuant to the Compass, Inc. Deferred Compensation Plan for Directors and Employees. The deferred RSUs will be settled in shares of Class A Common Stock in accordance with the terms of the Plan and the Reporting Person's deferral election. F5: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027.
Class A Common StockSEC Table I · non-derivative	IndirectThe Frank D. and Donna M. Martell Family Trust, Est. 8/17/20	30,000	Reported balance Holding disclosure · report date 2026-05-14 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 30,000 F2: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20.

Filing footnotes · ownership attribution and instrument terms

F1: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement.

F2: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20.

F3: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026.

F4: The Reporting Person has elected to defer receipt of 100% of the RSUs reported herein pursuant to the Compass, Inc. Deferred Compensation Plan for Directors and Employees. The deferred RSUs will be settled in shares of Class A Common Stock in accordance with the terms of the Plan and the Reporting Person's deferral election.

F5: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 14, 2027.

SmartRent, Inc.

Report date September 30, 2026 · Filed September 30, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	75,630	Ending reported balance After 2026-09-30 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2026-09-30 · Exercise / conversion · Acquired 150,000 · Balance 150,000 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. Row 2 · 2026-09-30 · Tax withholding · Disposed 74,370 · Balance 75,630
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	450,000	Reported balance After 2026-09-30 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-09-30 · Exercise / conversion · Disposed 150,000 · Balance 450,000 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2: On May 12, 2026, the reporting person was granted 600,000 RSUs, vesting in four substantially equal quarterly installments, commencing on September 30, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share.

F2: On May 12, 2026, the reporting person was granted 600,000 RSUs, vesting in four substantially equal quarterly installments, commencing on September 30, 2026.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CORELOGIC, INC.

Report date June 04, 2021 · Filed June 08, 2021

Section 16 reporting ended · disclosed 2021-06-08. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	Direct	Reported balance After 2021-06-04 transaction · row 1 1 source row Row 1 · 2021-06-04 · Disposition to issuer · Disposed 578,766.982 · Balance 0 F1: Includes (i) 325.182 shares acquired under the CoreLogic, ("CoreLogic") employee stock purchase plan on March 31, 2021, (ii) 49,501.038 restricted stock units of CoreLogic subject to time-based vesting ("RSUs"), and (iii) 202,590.105 performance-based restricted stock units of CoreLogic subject to both time-based and performance-based vesting ("PSUs"). Each RSU and PSU is settled by the delivery of the underlying shares of CoreLogic common stock. F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration.
Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.95 · Expires 2023-02-26	Direct	Reported balance After 2021-06-04 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2021-06-04 · Disposition to issuer · Disposed 33,318 · Balance 0 F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration. F5: The option became exercisable in three equal annual installments beginning February 27, 2014.
Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.49 · Expires 2024-03-02	Direct	Reported balance After 2021-06-04 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2021-06-04 · Disposition to issuer · Disposed 20,313 · Balance 0 F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration. F6: The option became exercisable in three equal annual installments beginning March 3, 2015.

Filing footnotes · ownership attribution and instrument terms

F1: Includes (i) 325.182 shares acquired under the CoreLogic, ("CoreLogic") employee stock purchase plan on March 31, 2021, (ii) 49,501.038 restricted stock units of CoreLogic subject to time-based vesting ("RSUs"), and (iii) 202,590.105 performance-based restricted stock units of CoreLogic subject to both time-based and performance-based vesting ("PSUs"). Each RSU and PSU is settled by the delivery of the underlying shares of CoreLogic common stock.

F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"): (i) each option that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest,

F3: (continued from footnote 2) equal to the product of (A) the excess, if any, of (x) the Merger Consideration over (y) the per-share exercise price for such option multiplied by (B) the total number of shares of CoreLogic common stock underlying such option; (ii) each RSU that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) (or, for RSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger) multiplied by (B) the Merger Consideration; and (iii) each PSU that was outstanding immediately prior to the effective time of the Merger automatically vested

F4: (continued from footnote 3) (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the number of shares of CoreLogic common stock underlying such PSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) with performance measured in accordance with the terms of the applicable governing documents, as determined by the board of directors of CoreLogic or a committee thereof after consultation with Parent prior to the effective time of the Merger (or, for PSUs granted in 2021, a prorated number of shares of CoreLogic common stock based on the period elapsed prior to the effective time of the Merger and measured at the target level of performance) multiplied by (B) the Merger Consideration.

F5: The option became exercisable in three equal annual installments beginning February 27, 2014.

F6: The option became exercisable in three equal annual installments beginning March 3, 2015.

loanDepot, Inc.

Report date June 04, 2025 · Filed June 06, 2025

Section 16 reporting ended · disclosed 2025-06-06. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	1,220,441	Ending reported balance After 2025-06-04 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2025-06-04 · Exercise / conversion · Acquired 624,114 · Balance 1,537,367 F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. Row 2 · 2025-06-04 · Tax withholding · Disposed 316,926 · Balance 1,220,441
Performance Share UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2025-06-04 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2025-06-04 · Exercise / conversion · Disposed 624,114 · Balance 0 F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025.
Class A Common StockSEC Table I · non-derivative	Indirect2024 Trust	417,952	Reported balance Holding disclosure · report date 2025-06-04 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 417,952 F2: As trustee, Mr. Martell has voting and investment power over the assets of the 2024 trust.
Class A Common StockSEC Table I · non-derivative	IndirectThe Frank D. and Donna M. Martell Family Trust	386,846	Reported balance Holding disclosure · report date 2025-06-04 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 386,846 F3: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20

Filing footnotes · ownership attribution and instrument terms

F1: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025.

F2: As trustee, Mr. Martell has voting and investment power over the assets of the 2024 trust.

F3: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, Est. 8/17/20

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
June 04, 2025 Filed Jun 6, 2025 20:55 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionPerformance Share Units · Derivative	624,114	$0.00	$0.00	Disclosure SEC source: 0001831631-25-000112 · wk-form4_1749243340.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 624,114 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 performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. F1 · derivative.exercise_date: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. F1 · derivative.expiration_date: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:55 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	316,926	$1.27	$402,496.02	Disclosure SEC source: 0001831631-25-000112 · wk-form4_1749243340.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220,441 Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:55 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	624,114	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-25-000112 · wk-form4_1749243340.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,537,367 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 performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. Vesting of the earned PSUs accelerated in accordance with Mr. Martell's Transition, Separation and Advisory Agreement and General Release of Claims dated March 5, 2025. Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:28 UTC	Compass, Inc. COMP · Entity 3646	Exercise / conversionRestricted Stock Unit (RSU) · Derivative	57,310	$0.00	$0.00	Disclosure SEC source: 0001563190-25-000136 · wk-form4_1749241667.xml · derivative · entry 3 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 57,310 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025. F3 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025. Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:28 UTC	Compass, Inc. COMP · Entity 3646	Exercise / conversionClass A Common Stock	57,310	$0.00	$0.00	Disclosure SEC source: 0001563190-25-000136 · wk-form4_1749241667.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,945 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document
May 22, 2025 Filed May 27, 2025 20:39 UTC	Compass, Inc. COMP · Entity 3646	GrantRestricted Stock Unit (RSU) · Derivative	35,288	$0.00	$0.00	Disclosure SEC source: 0001563190-25-000114 · wk-form4_1748378363.xml · derivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,288 Underlying: Class A Common Stock · 35,288 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026. F2 · derivative.expiration_date: The RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) May 22, 2026. Read SEC document
May 13, 2025 Filed May 13, 2025 21:57 UTC	SmartRent, Inc. SMRT · Entity 6112	GrantRestricted Stock Units · Derivative	182,926	$0.00	$0.00	Disclosure SEC source: 0000950170-25-070600 · ownership.xml · derivative · entry 3 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,926 Underlying: Class A Common Stock · 182,926 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F4 · derivative.exercise_date: The RSUs shall vest in full upon the earlier of (i) May 13, 2026 or (ii) the date immediately prior to the Issuer's next annual meeting of stockholders. F4 · derivative.expiration_date: The RSUs shall vest in full upon the earlier of (i) May 13, 2026 or (ii) the date immediately prior to the Issuer's next annual meeting of stockholders. Read SEC document
May 12, 2025 Filed May 13, 2025 21:57 UTC	SmartRent, Inc. SMRT · Entity 6112	Exercise / conversionRestricted Stock Units · Derivative	56,506	$0.00	$0.00	Disclosure SEC source: 0000950170-25-070600 · ownership.xml · derivative · entry 2 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 56,506 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F3 · derivative.exercise_date: The Restricted Stock Units vested in full on May 12, 2025. F3 · derivative.expiration_date: The Restricted Stock Units vested in full on May 12, 2025. Read SEC document
May 12, 2025 Filed May 13, 2025 21:57 UTC	SmartRent, Inc. SMRT · Entity 6112	Exercise / conversionClass A Common Stock	56,506	Not disclosed	Not disclosed	Disclosure SEC source: 0000950170-25-070600 · ownership.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,506 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 · shares: Represents shares acquired upon vesting of RSUs F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. Read SEC document
April 28, 2025 Filed Apr 29, 2025 20:51 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionRestricted Stock Units · Derivative	250,000	$0.00	$0.00	Disclosure SEC source: 0001831631-25-000076 · wk-form4_1745959886.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The remaining RSUs are scheduled to vest on April 27, 2026. F1 · date: Restricted stock units ("RSUs") that vested on Sunday, April 27, 2025, were settled on April 28, 2025. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The remaining RSUs are scheduled to vest on April 27, 2026. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The remaining RSUs are scheduled to vest on April 27, 2026. Read SEC document
April 28, 2025 Filed Apr 29, 2025 20:51 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	126,950	$1.08	$137,106.00	Disclosure SEC source: 0001831631-25-000076 · wk-form4_1745959886.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913,253 Read SEC document
April 28, 2025 Filed Apr 29, 2025 20:51 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	250,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-25-000076 · wk-form4_1745959886.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040,203 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: Restricted stock units ("RSUs") that vested on Sunday, April 27, 2025, were settled on April 28, 2025. F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The remaining RSUs are scheduled to vest on April 27, 2026. Read SEC document
April 15, 2025 Filed Apr 16, 2025 22:20 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionRestricted Stock Units · Derivative	312,056	$0.00	$0.00	Disclosure SEC source: 0001831631-25-000050 · wk-form4_1744842032.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 624,114 Underlying: Class A Common Stock · 312,056 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 remaining RSUs are scheduled to vest ratably on April 15, 2026 and April 15, 2027. 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 remaining RSUs are scheduled to vest ratably on April 15, 2026 and April 15, 2027. 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 remaining RSUs are scheduled to vest ratably on April 15, 2026 and April 15, 2027. Read SEC document
April 15, 2025 Filed Apr 16, 2025 22:20 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	158,463	$1.12	$177,478.56	Disclosure SEC source: 0001831631-25-000050 · wk-form4_1744842032.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 790,203 Read SEC document
April 15, 2025 Filed Apr 16, 2025 22:20 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	312,056	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-25-000050 · wk-form4_1744842032.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 948,666 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 remaining RSUs are scheduled to vest ratably on April 15, 2026 and April 15, 2027. Read SEC document
December 31, 2024 Filed Jan 2, 2025 22:22 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionPerformance Share Units · Derivative	312,290	$0.00	$0.00	Disclosure SEC source: 0001831631-25-000002 · wk-form4_1735856544.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936,872 Underlying: Class A Common Stock · 312,290 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 performance share unit ("PSU") represents a contingent right to receive one share of Issuer's Class A Common Stock upon satisfaction of the applicable vesting conditions. F4 · derivative.exercise_date: The PSUs are scheduled to vest (or have vested) if the average closing price of the Class A Common Stock over any 30-consecutive trading day period prior to the 5th anniversary of the grant date equals or exceeds the following share prices: (i) <$3.00 share price - 0% of target PSUs that vest; (ii) $3.00 share price - 25% of target PSUs that vest (vested 12/31/24); (iii) $4.00 share price - 50% of target PSUs that vest; (iv) $5.00 share price - 75% of target PSUs that vest; (v) $6.00 share price - 100% of target PSUs that vest; (vi) $7.50 share price - 125% of target PSUs that vest; (vii) $9.00 share price - 150% of target PSUs that vest; (viii) $10.50 share price - 175% of target PSUs that vest; and (ix) $13.00 share price - 200% of target PSUs that vest. Any PSUs which have not become earned by August 16, 2028 will be forfeited. F4 · derivative.expiration_date: The PSUs are scheduled to vest (or have vested) if the average closing price of the Class A Common Stock over any 30-consecutive trading day period prior to the 5th anniversary of the grant date equals or exceeds the following share prices: (i) <$3.00 share price - 0% of target PSUs that vest; (ii) $3.00 share price - 25% of target PSUs that vest (vested 12/31/24); (iii) $4.00 share price - 50% of target PSUs that vest; (iv) $5.00 share price - 75% of target PSUs that vest; (v) $6.00 share price - 100% of target PSUs that vest; (vi) $7.50 share price - 125% of target PSUs that vest; (vii) $9.00 share price - 150% of target PSUs that vest; (viii) $10.50 share price - 175% of target PSUs that vest; and (ix) $13.00 share price - 200% of target PSUs that vest. Any PSUs which have not become earned by August 16, 2028 will be forfeited. Read SEC document
December 31, 2024 Filed Jan 2, 2025 22:22 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	158,269	$2.04	$322,868.76	Disclosure SEC source: 0001831631-25-000002 · wk-form4_1735856544.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 636,610 Read SEC document
December 31, 2024 Filed Jan 2, 2025 22:22 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	312,290	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-25-000002 · wk-form4_1735856544.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,879 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 performance share unit ("PSU") represents a contingent right to receive one share of Issuer's Class A Common Stock upon satisfaction of the applicable vesting conditions. Read SEC document
November 18, 2024 Filed Nov 18, 2024 22:58 UTC	SmartRent, Inc. SMRT · Entity 6112	PurchaseClass A Common Stock	48,204	$1.45	$70,016.31	Disclosure SEC source: 0000950170-24-128128 · ownership.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Frank D. and Donna M. Martell Family Trust Disclosed balance after: 248,204 F2 · price: $1.4525 is the weighted average price. The shares were purchased in various transactions through a broker at prices between $1.425 and $1.47 per share. Read SEC document
November 15, 2024 Filed Nov 18, 2024 22:58 UTC	SmartRent, Inc. SMRT · Entity 6112	PurchaseClass A Common Stock	50,000	$1.49	$74,290.00	Disclosure SEC source: 0000950170-24-128128 · ownership.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Frank D. and Donna M. Martell Family Trust Disclosed balance after: 200,000 F1 · price: $1.4858 is the weighted average price. The shares were purchased in various transactions through a broker at prices between $1.47 and $1.51 per share. Read SEC document
November 06, 2024 Filed Nov 9, 2024 00:22 UTC	loanDepot, Inc. LDI · Entity 723	GrantPerformance Share Units · Derivative	624,114	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000275 · wk-form4_1731111723.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 624,114 Underlying: Class A Common Stock · 624,114 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. The remaining PSUs are scheduled to vest ratably on April 15, 2026, and April 15, 2027. F1 · derivative.exercise_date: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. The remaining PSUs are scheduled to vest ratably on April 15, 2026, and April 15, 2027. F1 · derivative.expiration_date: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. The remaining PSUs are scheduled to vest ratably on April 15, 2026, and April 15, 2027. Read SEC document
November 06, 2024 Filed Nov 9, 2024 00:22 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	158,150	$2.57	$406,445.50	Disclosure SEC source: 0001831631-24-000275 · wk-form4_1731111723.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,589 Read SEC document
November 06, 2024 Filed Nov 9, 2024 00:22 UTC	loanDepot, Inc. LDI · Entity 723	GrantClass A Common Stock	312,056	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-24-000275 · wk-form4_1731111723.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640,739 F1 · price: Each performance stock unit ("PSU") granted on April 15, 2024, represented a contingent right to receive one share of Class A Common Stock upon LDI achieving one fiscal quarter of positive adjusted net income. The remaining PSUs are scheduled to vest ratably on April 15, 2026, and April 15, 2027. Read SEC document
September 06, 2024 Filed Sep 6, 2024 20:39 UTC	SmartRent, Inc. SMRT · Entity 6112	PurchaseClass A Common Stock	75,000	$1.63	$122,115.00	Disclosure SEC source: 0000950170-24-104416 · ownership.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Frank D. and Donna M. Martell Family Trust Disclosed balance after: 150,000 F1 · price: $1.6282 is the weighted average sale price. The shares were sold in various transactions through a broker at prices between $1.61 per share and $1.65 per share. Read SEC document
August 30, 2024 Filed Sep 3, 2024 20:03 UTC	SmartRent, Inc. SMRT · Entity 6112	PurchaseClass A Common Stock	75,000	$1.68	$126,135.00	Disclosure SEC source: 0000950170-24-102792 · ownership.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Frank D. and Donna M. Martell Family Trust Disclosed balance after: 75,000 F1 · price: $1.6818 is the weighted average sale price. The shares were sold in various transactions through a broker at prices between $1.66 per share and $1.715 per share. Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:07 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionRestricted Stock Units · Derivative	416,387	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000187 · wk-form4_1721768843.xml · derivative · entry 5 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 832,775 Underlying: Class A Common Stock · 416,387 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. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. F4 · derivative.exercise_date: The remaining RSUs are scheduled to vest ratably on July 19, 2025, and July 19, 2026. F4 · derivative.expiration_date: The remaining RSUs are scheduled to vest ratably on July 19, 2025, and July 19, 2026. Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:07 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	211,026	$1.92	$405,169.92	Disclosure SEC source: 0001831631-24-000187 · wk-form4_1721768843.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,683 Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:07 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	416,387	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000187 · wk-form4_1721768843.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,709 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. Read SEC document
July 03, 2024 Filed Jul 5, 2024 20:37 UTC	Compass, Inc. COMP · Entity 3646	Exercise / conversionRestricted Stock Unit (RSU) · Derivative	58,746	$0.00	$0.00	Disclosure SEC source: 0001563190-24-000129 · wk-form4_1720211862.xml · derivative · entry 3 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 58,746 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024. F3 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 1, 2024. Read SEC document
July 03, 2024 Filed Jul 5, 2024 20:37 UTC	Compass, Inc. COMP · Entity 3646	Exercise / conversionClass A Common Stock	58,746	$0.00	$0.00	Disclosure SEC source: 0001563190-24-000129 · wk-form4_1720211862.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,635 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 RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. Read SEC document
June 18, 2024 Filed Jun 18, 2024 20:49 UTC	SmartRent, Inc. SMRT · Entity 6112	GrantRestricted Stock Units · Derivative	56,506	$0.00	$0.00	Disclosure SEC source: 0000950170-24-074967 · ownership.xml · derivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,506 Underlying: Class A Common Stock · 56,506 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's Class A Common Stock, par value $0.001 per share. F2 · derivative.exercise_date: The RSUs shall vest in full upon the earlier of (i) May 14, 2025 or (ii) the date immediately prior to the Issuer's next annual meeting of stockholders. F2 · derivative.expiration_date: The RSUs shall vest in full upon the earlier of (i) May 14, 2025 or (ii) the date immediately prior to the Issuer's next annual meeting of stockholders. Read SEC document
June 07, 2024 Filed Jun 10, 2024 20:28 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	25,000	$2.09	$52,192.50	Disclosure SEC source: 0001831631-24-000151 · wk-form4_1718051310.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 386,846 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.04 to $2.155. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:26 UTC	Compass, Inc. COMP · Entity 3646	GrantRestricted Stock Unit (RSU) · Derivative	57,310	$0.00	$0.00	Disclosure SEC source: 0001563190-24-000110 · wk-form4_1717791999.xml · derivative · entry 1 Martell Frank · CIK 0001387655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,310 Underlying: Class A Common Stock · 57,310 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025. F2 · derivative.expiration_date: These RSUs shall vest 100% on the earlier of (i) the date of the next annual meeting of the Company's stockholders and (ii) June 5, 2025. Read SEC document
May 30, 2024 Filed Jun 3, 2024 23:37 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	50,000	$1.80	$90,000.00	Disclosure SEC source: 0001831631-24-000131 · wk-form4_1717457838.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 361,846 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.785 to $1.82. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · balance_after: On or about June 10, 2022, the reporting person transferred 283, 402 shares of the issuer's common stock from the Frank D. and Donna M. Martell Family Trust to a 2022 grantor retained annuity trust ("2022 GRAT"). As trustee, Mr. Martell had voting and investment power over the assets of the 2022 GRAT, and he was the sole annuitant. F3 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
May 29, 2024 Filed May 30, 2024 21:45 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	36,639	$1.77	$64,741.11	Disclosure SEC source: 0001831631-24-000127 · wk-form4_1717105508.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 595,248 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.76 to $1.775. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
May 28, 2024 Filed May 30, 2024 21:45 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	50,000	$1.80	$90,000.00	Disclosure SEC source: 0001831631-24-000127 · wk-form4_1717105508.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 558,609 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.76 to $1.85. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
May 01, 2024 Filed May 3, 2024 21:28 UTC Amendment	loanDepot, Inc. LDI · Entity 723	Exercise / conversionRestricted Stock Units · Derivative	250,000	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000107 · wk-form4a_1714771710.xml · derivative · entry 4 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 250,000 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. F5 · derivative.exercise_date: The RSUs are scheduled to vest as follows, 250,000 on each of 4/27/25 and 4/27/26. Within 30 days following each vesting date (provided such date does not fall during a Blackout Period), Issuer will deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested. F5 · derivative.expiration_date: The RSUs are scheduled to vest as follows, 250,000 on each of 4/27/25 and 4/27/26. Within 30 days following each vesting date (provided such date does not fall during a Blackout Period), Issuer will deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested. Read SEC document
May 01, 2024 Filed May 3, 2024 21:28 UTC Amendment	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	126,700	$2.14	$271,138.00	Disclosure SEC source: 0001831631-24-000107 · wk-form4a_1714771710.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,872 F3 · shares: The transaction reported reflects the withholding of RSUs in satisfaction of the Reporting Person's tax liability. Read SEC document
May 01, 2024 Filed May 3, 2024 21:28 UTC Amendment	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	250,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-24-000107 · wk-form4a_1714771710.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,572 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: This transaction is being amended by the Reporting Person due to an administrative error regarding the settlement date. F2 · price: Each restricted stock unit ("RSU") represents a contingent right to receive, at settlement, one share of Class A Common Stock. Read SEC document
April 27, 2024 Filed Apr 30, 2024 23:55 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionRestricted Stock Units · Derivative	250,000	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000104 · wk-form4_1714521306.xml · derivative · entry 4 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 250,000 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. F4 · derivative.exercise_date: The RSUs are scheduled to vest as follows, 250,000 on each of 4/27/25 and 4/27/26. Within 30 days following each vesting date (provided such date does not fall during a Blackout Period), Issuer will deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested. F4 · derivative.expiration_date: The RSUs are scheduled to vest as follows, 250,000 on each of 4/27/25 and 4/27/26. Within 30 days following each vesting date (provided such date does not fall during a Blackout Period), Issuer will deliver the number of shares of Class A Common Stock that correspond to the number of RSUs that vested. Read SEC document
April 27, 2024 Filed Apr 30, 2024 23:55 UTC	loanDepot, Inc. LDI · Entity 723	Tax withholdingClass A Common Stock	126,700	$2.36	$299,012.00	Disclosure SEC source: 0001831631-24-000104 · wk-form4_1714521306.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,872 F2 · shares: The transaction reported reflects the withholding of RSUs in satisfaction of the Reporting Person's tax liability. Read SEC document
April 27, 2024 Filed Apr 30, 2024 23:55 UTC	loanDepot, Inc. LDI · Entity 723	Exercise / conversionClass A Common Stock	250,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001831631-24-000104 · wk-form4_1714521306.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,572 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. Read SEC document
April 15, 2024 Filed Apr 16, 2024 22:30 UTC	loanDepot, Inc. LDI · Entity 723	GrantRestricted Stock Units · Derivative	936,170	$0.00	$0.00	Disclosure SEC source: 0001831631-24-000089 · wk-form4_1713306642.xml · derivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936,170 Underlying: Class A Common Stock · 936,170 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. F2 · derivative.exercise_date: The RSUs are scheduled to vest in 1/3 installments on each of April 15, 2025, April 15, 2026 and April 15, 2027. Vested RSUs will be settled within 30 days following the vesting date. F2 · derivative.expiration_date: The RSUs are scheduled to vest in 1/3 installments on each of April 15, 2025, April 15, 2026 and April 15, 2027. Vested RSUs will be settled within 30 days following the vesting date. Read SEC document
November 21, 2023 Filed Nov 21, 2023 22:47 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	35,000	$1.73	$60,613.00	Disclosure SEC source: 0001831631-23-000313 · wk-form4_1700606855.xml · nonDerivative · entry 3 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 508,609 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.70 to $1.75. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
November 20, 2023 Filed Nov 21, 2023 22:47 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	20,000	$1.72	$34,376.00	Disclosure SEC source: 0001831631-23-000313 · wk-form4_1700606855.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 473,609 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.69 to $1.75. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
November 17, 2023 Filed Nov 21, 2023 22:47 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	20,000	$1.77	$35,358.00	Disclosure SEC source: 0001831631-23-000313 · wk-form4_1700606855.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 453,609 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.72 to $1.83. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
November 16, 2023 Filed Nov 16, 2023 23:27 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	20,000	$1.66	$33,212.00	Disclosure SEC source: 0001831631-23-000310 · wk-form4_1700177212.xml · nonDerivative · entry 3 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 433,609 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.62 to $1.77. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
November 15, 2023 Filed Nov 16, 2023 23:27 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	25,000	$1.72	$43,100.00	Disclosure SEC source: 0001831631-23-000310 · wk-form4_1700177212.xml · nonDerivative · entry 2 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 413,609 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.65 to $1.76. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
November 14, 2023 Filed Nov 16, 2023 23:27 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	5,207	$1.56	$8,111.46	Disclosure SEC source: 0001831631-23-000310 · wk-form4_1700177212.xml · nonDerivative · entry 1 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 388,609 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.52 to $1.59. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document
September 14, 2023 Filed Sep 14, 2023 22:25 UTC	loanDepot, Inc. LDI · Entity 723	PurchaseClass A Common Stock	15,000	$1.93	$28,893.00	Disclosure SEC source: 0001831631-23-000272 · wk-form4_1694730313.xml · nonDerivative · entry 3 Martell Frank · CIK 0001387655 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · The Frank D. and Donna M. Martell Family Trust Disclosed balance after: 383,402 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.90 to $1.95. The reporting persons undertake 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 range set forth in this footnote at which the transaction was effected. F2 · ownership.direct: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. F2 · ownership.nature: As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20. Read SEC document

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