Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
loanDepot, Inc.
Report date July 10, 2025 · Filed July 14, 2025
Section 16 reporting ended · disclosed 2025-07-14. 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 | 1,079,589 |
Ending reported balance
After 2025-07-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-07-10 · Exercise / conversion · Acquired 43,790 · Balance 1,067,137 F1: 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 7/10/2026. Row 2 · 2025-07-10 · Tax withholding · Disposed 15,669 · Balance 1,051,468 Row 3 · 2025-07-10 · Exercise / conversion · Acquired 43,790 · Balance 1,095,258 F1: 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 7/10/2026. Row 4 · 2025-07-10 · Tax withholding · Disposed 15,669 · Balance 1,079,589 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 43,790 |
Reported balance
After 2025-07-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-07-10 · Exercise / conversion · Disposed 43,790 · Balance 43,790 F1: 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 7/10/2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 43,790 |
Reported balance
After 2025-07-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-07-10 · Exercise / conversion · Disposed 43,790 · Balance 43,790 F1: 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 7/10/2026. |
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 remaining RSUs are scheduled to vest on 7/10/2026.
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 |
|---|---|---|---|---|---|---|
| February 03, 2023 Filed Feb 3, 2023 23:57 UTC | loanDepot, Inc. LDI · Entity 723 | SaleClass A Common Stock | 9,999 | $2.80 | $28,040.20 |
DisclosureSEC source: 0001831631-23-000030 · wf-form4_167546866400308.xml · nonDerivative · entry 2 Binowitz Dan · CIK 0001942324 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,819 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.77 to $2.88. 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. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:57 UTC | loanDepot, Inc. LDI · Entity 723 | Disposition to issuerCommon Units · Derivative | 210,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-23-000030 · wf-form4_167546866400308.xml · derivative · entry 3 Binowitz Dan · CIK 0001942324 · Managing Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trilogy Management Investors Six, LLC Disclosed balance after: 112,558,817 Underlying: Class A Common Stock · 210,017 shares Expires not disclosed F1 · derivative.exercise_price: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001, were issued to certain holders of LD Holdings class a common units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed. F2 · derivative.exercise_price: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. F1 · derivative.exercise_date: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001, were issued to certain holders of LD Holdings class a common units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed. F2 · derivative.exercise_date: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. F1 · derivative.expiration_date: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001, were issued to certain holders of LD Holdings class a common units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed. F2 · derivative.expiration_date: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. F2 · balance_after: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. F1 · ownership.nature: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001, were issued to certain holders of LD Holdings class a common units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed. F2 · ownership.nature: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:57 UTC | loanDepot, Inc. LDI · Entity 723 | ConversionClass A Common Stock | 210,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-23-000030 · wf-form4_167546866400308.xml · nonDerivative · entry 1 Binowitz Dan · CIK 0001942324 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,818 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 · kind: In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001, were issued to certain holders of LD Holdings class a common units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the Fourth Amended and Restated Limited Liability Company Agreement of LD Holdings, holders of Common Units may, subject to certain exceptions, from time to time require LD Holdings to redeem all or a portion of their Common Units (together with an equal number of shares of Class C Common Stock) in exchange for, at the Issuer's election (determined solely by a majority of the Issuer's directors who are disinterested), newly issued shares of Class A Common Stock, par value $0.001 ("Class A Common Stock") of the Issuer on a one-for-one basis or a cash payment equal to an average market price of one share of Class A Common Stock for each Common Unit so redeemed. F2 · kind: The Reporting Person has, and at all times since the Issuer's initial public offering ("IPO") has held, an indirect pecuniary interest in a portion of the securities of the Issuer and LD Holdings Group LLC ("LDHoldings") directly held by Trilogy Management Investors Six, LLC ("Trilogy Six") as reported on Anthony Hsieh's Form 4 filed on February 16, 2021. All of the securities of the Issuer held by Trilogy Six aredirectly reported by Trilogy Six and were not previously reported by the persons holding an indirect interest in the securities. The Reporting Person disclaims beneficial ownership of the securities held by Trilogy Six except to the extent of his pecuniary interest therein. F3 · kind: The Reporting Person elected to cause Trilogy Six to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock, and to cause Trilogy Six to transfer such shares of Class A Common Stock to the Reporting Person directly. The shares of Class C Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration. The cancellation of the shares of Class C Common Stock is reported by Trilogy Six on Anthony Hsieh's Form 4 filed simultaneously herewith. F3 · price: The Reporting Person elected to cause Trilogy Six to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock, and to cause Trilogy Six to transfer such shares of Class A Common Stock to the Reporting Person directly. The shares of Class C Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration. The cancellation of the shares of Class C Common Stock is reported by Trilogy Six on Anthony Hsieh's Form 4 filed simultaneously herewith. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 23:29 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 175,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-23-000022 · wf-form4_167425732745590.xml · derivative · entry 1 Binowitz Dan · CIK 0001942324 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,318 Underlying: Class A Common Stock · 175,159 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 as follows: 25% on each of 7/10/23, 7/10/24, 7/10/25, and 7/10/26. F2 · derivative.expiration_date: The RSUs are scheduled to vest as follows: 25% on each of 7/10/23, 7/10/24, 7/10/25, and 7/10/26. F3 · balance_after: This number includes RSUs granted on identical terms on December 23, 2022 and reported on Form 4 filed on December 28, 2022. Read SEC document |
| December 23, 2022 Filed Dec 29, 2022 01:46 UTC | loanDepot, Inc. LDI · Entity 723 | GrantRestricted Stock Units · Derivative | 175,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001831631-22-000373 · wf-form4_167227838277364.xml · derivative · entry 1 Binowitz Dan · CIK 0001942324 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,159 Underlying: Class A Common Stock · 175,159 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 as follows: 25% on each of 7/10/23, 7/10/24, 7/10/25, and 7/10/26. F2 · derivative.expiration_date: The RSUs are scheduled to vest as follows: 25% on each of 7/10/23, 7/10/24, 7/10/25, and 7/10/26. 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.