Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| loanDepot, Inc.LDI · Entity 723 | Chief Legal & Risk Officer | September 14, 2026 | September 16, 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.
loanDepot, Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 291,261 |
Ending reported balance
After 2026-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-14 · Exercise / conversion · Acquired 31,250 · Balance 305,355 F1: 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. Row 2 · 2026-09-14 · Tax withholding · Disposed 14,094 · Balance 291,261 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-14 · Exercise / conversion · Disposed 31,250 · Balance 0 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 16, 2026 20:44 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC 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 | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 14,094 | $0.83 | $11,744.53 |
DisclosureSEC 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 | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 31,250 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| August 05, 2026 Filed Aug 7, 2026 22:40 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC 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 | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 102,201 | $0.00 | $0.00 |
DisclosureSEC 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 | loanDepot, Inc. LDI · Entity 723 | Disposition to issuerPerformance Share Units · Derivative | 102,201 | $0.00 | $0.00 |
DisclosureSEC 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 |
| June 15, 2026 Filed Jun 16, 2026 21:00 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 44,247 | $0.00 | $0.00 |
DisclosureSEC 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 |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionPerformance Share Units · Derivative | 46,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · derivative · entry 6 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,099 Underlying: Class A Common Stock · 46,099 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 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 on April 15, 2027. F2 · date: The PSUs vested on April 15, 2026, and settled on April 16, 2026, due to an administrative processing delay. The tax-withholding price was based on April 15, 2026. F3 · 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 on April 15, 2027. F3 · 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 on April 15, 2027. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 46,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · derivative · entry 5 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,099 Underlying: Class A Common Stock · 46,099 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 on 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 on 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 on April 15, 2027. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 13,876 | $1.55 | $21,507.80 |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · nonDerivative · entry 4 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,105 F2 · date: The PSUs vested on April 15, 2026, and settled on April 16, 2026, due to an administrative processing delay. The tax-withholding price was based on April 15, 2026. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 46,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · nonDerivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,981 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 PSUs vested on April 15, 2026, and settled on April 16, 2026, due to an administrative processing delay. The tax-withholding price was based on April 15, 2026. F3 · 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 on April 15, 2027. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 13,876 | $1.55 | $21,507.80 |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,882 Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:31 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 46,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609095-26-000004 · wk-form4_1776457860.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,758 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 on April 15, 2027. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:41 UTC | loanDepot, Inc. LDI · Entity 723 | GrantPerformance Share Units · Derivative | 102,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-26-000002 · wk-form4_1773866504.xml · derivative · entry 5 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,201 Underlying: Class A Common Stock · 102,201 shares Expires 2029-03-16 F4 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share. F4 · derivative.exercise_date: Each performance restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock. The performance rights vest upon the issuer's Class A Common Stock achieving specified prices per share. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:41 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 306,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-26-000002 · wk-form4_1773866504.xml · derivative · entry 4 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,603 Underlying: Class A Common Stock · 306,603 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 grant. 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 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 grant. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:41 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 118,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-26-000002 · wk-form4_1773866504.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,226 Underlying: Class A Common Stock · 118,613 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 RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:41 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 38,929 | $1.56 | $60,729.24 |
DisclosureSEC source: 0001609095-26-000002 · wk-form4_1773866504.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,659 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:41 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 118,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609095-26-000002 · wk-form4_1773866504.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,588 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: The restricted stock units ("RSUs") vested on Saturday, March 14, 2026, and were settled on Monday, March 16, 2026. F2 · price: Each RSU represents a contingent right to receive, at settlement, one share of Class A Common Stock. The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. Read SEC document |
| September 12, 2025 Filed Sep 15, 2025 20:26 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001609095-25-000005 · wk-form4_1757968011.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 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 remaining RSUs are scheduled to vest on September 12, 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 remaining RSUs are scheduled to vest on September 12, 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 remaining RSUs are scheduled to vest on September 12, 2026. Read SEC document |
| September 12, 2025 Filed Sep 15, 2025 20:26 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 9,407 | $4.27 | $40,167.89 |
DisclosureSEC source: 0001609095-25-000005 · wk-form4_1757968011.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,975 Read SEC document |
| September 12, 2025 Filed Sep 15, 2025 20:26 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 31,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609095-25-000005 · wk-form4_1757968011.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,382 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 on September 12, 2026. Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 22:21 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 46,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-25-000053 · wk-form4_1744842067.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,198 Underlying: Class A Common Stock · 46,099 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 22:21 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 13,876 | $1.12 | $15,541.12 |
DisclosureSEC source: 0001831631-25-000053 · wk-form4_1744842067.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,132 Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 22:21 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 46,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-25-000053 · wk-form4_1744842067.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,008 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 |
| March 14, 2025 Filed Mar 17, 2025 22:13 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 355,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-25-000029 · wk-form4_1742249576.xml · derivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,839 Underlying: Class A Common Stock · 355,839 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 vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. F2 · derivative.expiration_date: The RSUs vest in three equal annual increments commencing March 14, 2026, the first anniversary of the grant. Read SEC document |
| November 06, 2024 Filed Nov 9, 2024 00:28 UTC | loanDepot, Inc. LDI · Entity 723 | GrantPerformance Share Units · Derivative | 92,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-24-000281 · wk-form4_1731112110.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,198 Underlying: Class A Common Stock · 92,198 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 00:28 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 13,876 | $2.57 | $35,661.32 |
DisclosureSEC source: 0001831631-24-000281 · wk-form4_1731112110.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,909 Read SEC document |
| November 06, 2024 Filed Nov 9, 2024 00:28 UTC | loanDepot, Inc. LDI · Entity 723 | GrantClass A Common Stock | 46,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-24-000281 · wk-form4_1731112110.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,785 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 12, 2024 Filed Sep 16, 2024 21:44 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-24-000236 · wk-form4_1726523033.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,500 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. F2 · derivative.exercise_date: The RSUs are scheduled to vest ratably on each of September 12, 2025, and September 12, 2026. F2 · derivative.expiration_date: The RSUs are scheduled to vest ratably on each of September 12, 2025, and September 12, 2026. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 21:44 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 9,407 | $2.28 | $21,447.96 |
DisclosureSEC source: 0001831631-24-000236 · wk-form4_1726523033.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,686 Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 21:44 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 31,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-24-000236 · wk-form4_1726523033.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,093 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 22:25 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 138,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-24-000083 · wk-form4_1713306295.xml · derivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,297 Underlying: Class A Common Stock · 138,297 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 |
| September 12, 2023 Filed Sep 14, 2023 21:37 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionRestricted Stock Units · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-23-000270 · wk-form4_1694727411.xml · derivative · entry 3 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,750 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. F2 · derivative.exercise_date: The RSUs are scheduled to vest as follows: 25% on each of 9/12/24, 9/12/25, and 9/12/26. F2 · derivative.expiration_date: The RSUs are scheduled to vest as follows: 25% on each of 9/12/24, 9/12/25, and 9/12/26. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:37 UTC | loanDepot, Inc. LDI · Entity 723 | Tax withholdingClass A Common Stock | 9,407 | $1.89 | $17,779.23 |
DisclosureSEC source: 0001831631-23-000270 · wk-form4_1694727411.xml · nonDerivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,843 Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:37 UTC | loanDepot, Inc. LDI · Entity 723 | Exercise / conversionClass A Common Stock | 31,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001831631-23-000270 · wk-form4_1694727411.xml · nonDerivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 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 |
| December 23, 2022 Filed Dec 28, 2022 01:21 UTC | loanDepot, Inc. LDI · Entity 723 | GrantPerformance Share Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-22-000371 · wf-form4_167219047023935.xml · derivative · entry 2 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Class A Common Stock · 125,000 shares Expires not disclosed F3 · derivative.exercise_price: Grant was pursuant to the terms of an employment arrangement. Each performance share unit ("PSU") represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · derivative.exercise_date: The PSUs are scheduled to vest on 12/31 of the calendar year during which the specified stock price hurdles is achieved by the Issuer's Class A Common Stock, in proportion to such achievement up to 150% of the PSUs granted; provided that if such hurdles are achieved during 2022, the related portion of PSUs will vest on 12/31/23. Any PSUs which have not become earned by the fourth anniversary of the grant date will be forfeited. F4 · derivative.expiration_date: The PSUs are scheduled to vest on 12/31 of the calendar year during which the specified stock price hurdles is achieved by the Issuer's Class A Common Stock, in proportion to such achievement up to 150% of the PSUs granted; provided that if such hurdles are achieved during 2022, the related portion of PSUs will vest on 12/31/23. Any PSUs which have not become earned by the fourth anniversary of the grant date will be forfeited. Read SEC document |
| December 23, 2022 Filed Dec 28, 2022 01:21 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-22-000371 · wf-form4_167219047023935.xml · derivative · entry 1 Grassi Joseph J III · CIK 0001609095 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Class A Common Stock · 125,000 shares Expires not disclosed F1 · derivative.exercise_price: Grant was pursuant to the terms of an employment arrangement. 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 as follows: 25% on each of 9/12/23, 9/12/24, 9/12/25, and 9/12/26. F2 · derivative.expiration_date: The RSUs are scheduled to vest as follows: 25% on each of 9/12/23, 9/12/24, 9/12/25, and 9/12/26. 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.