• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    President, LDI Mortgage Walsh Jeff Alexander disposed of 88,815 units of Class C Common Stock and converted options into 88,815 shares, increasing direct ownership by 2% to 4,196,945 units (SEC Form 4)

    4/18/25 5:01:16 PM ET
    $LDI
    Finance: Consumer Services
    Finance
    Get the next $LDI alert in real time by email
    SEC FORM 4 SEC Form 4
    FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

    Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
    or Section 30(h) of the Investment Company Act of 1940
    OMB APPROVAL
    OMB Number: 3235-0287
    Estimated average burden
    hours per response: 0.5
      
    Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
      
    Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
    1. Name and Address of Reporting Person*
    Walsh Jeff Alexander

    (Last) (First) (Middle)
    C/O LOANDEPOT, INC.
    6561 IRVINE CENTER DR.

    (Street)
    IRVINE CA 92618

    (City) (State) (Zip)
    2. Issuer Name and Ticker or Trading Symbol
    loanDepot, Inc. [ LDI ]
    5. Relationship of Reporting Person(s) to Issuer
    (Check all applicable)
    Director 10% Owner
    X Officer (give title below) Other (specify below)
    President, LDI Mortgage
    3. Date of Earliest Transaction (Month/Day/Year)
    04/17/2025
    4. If Amendment, Date of Original Filed (Month/Day/Year)
    6. Individual or Joint/Group Filing (Check Applicable Line)
    X Form filed by One Reporting Person
    Form filed by More than One Reporting Person
    Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
    1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
    Code V Amount (A) or (D) Price
    Class C Common Stock(1) 04/17/2025(2) J(3) 88,815 D $0 35,376 I Trilogy Management Investors Seven, LLC(4)
    Class A Common Stock 04/17/2025(2) C(3) 88,815 A $0 4,196,945 D
    Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
    (e.g., puts, calls, warrants, options, convertible securities)
    1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
    Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
    Common Units (1) 04/17/2025(2) C(3) 88,815(5) (1) (1) Class A Common Stock 88,815 $0(1) 35,376 I Trilogy Management Investors Seven, LLC(4)
    Explanation of Responses:
    1. In the reorganization transactions related to Issuer's IPO, shares of Issuer's Class C Common Stock, par value $0.001 ("Class C Common Stock"), were issued to certain holders of LD Holdings Group LLC ("LD Holdings") Class A Common Units ("Common Units") equal to the number of Common Units held by such holders. Pursuant to the 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.
    2. The transaction date is the date the Reporting Person elected to make the exchange described in footnotes 1 and 3, which exchange will occur effective as of May 1, 2025.
    3. The Reporting Person elected to cause Trilogy Management Investors Seven, LLC ("Trilogy Seven") to exchange a portion of the Common Units beneficially owned by the Reporting Person for an equal number of shares of Class A Common Stock. The shares of Class C Common Stock corresponding to the Common Units that were exchanged were cancelled for no consideration.
    4. The Reporting Person has an indirect interest in a portion of the securities of the Class C Common Stock and the Common Units held by Trilogy Seven. The Reporting Person is disclosing only his indirect interest in these securities and disclaims beneficial ownership of all other securities held by Trilogy Seven. These securities will continue to vest ratably on a monthly basis through June 1, 2025.
    5. Represents Common Units held by Trilogy Seven that were exchanged for shares of Class A Common Stock and the cancellation of the corresponding shares of Class C Common Stock on a one-for-one basis as described in footnotes 1 and 3.
    Remarks:
    /s/ Greg Smith, as Attorney-in-Fact for Jeff Alexander Walsh 04/18/2025
    ** Signature of Reporting Person Date
    Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
    * If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
    ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
    Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
    Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
    Get the next $LDI alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $LDI

    DatePrice TargetRatingAnalyst
    1/9/2024$3.00Neutral → Sell
    Goldman
    12/6/2023$2.00Neutral
    UBS
    3/9/2023Outperform → Mkt Perform
    William Blair
    1/9/2023Outperform → Neutral
    Credit Suisse
    5/11/2022Mkt Outperform → Mkt Perform
    JMP Securities
    5/11/2022$5.00 → $2.00Neutral → Sell
    Citigroup
    5/11/2022$6.00 → $3.50Overweight → Neutral
    Piper Sandler
    2/17/2022$12.00 → $7.00Market Outperform
    JMP Securities
    More analyst ratings

    $LDI
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • CEO and President Martell Frank bought $52,192 worth of shares (25,000 units at $2.09) (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      6/10/24 4:28:38 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Martell Frank bought $90,000 worth of shares (50,000 units at $1.80) (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      6/3/24 7:37:27 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Martell Frank bought $154,741 worth of shares (86,639 units at $1.79) (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      5/30/24 5:45:18 PM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    Financials

    Live finance-specific insights

    See more
    • loanDepot Announces First Quarter 2025 Financial Results

      Q1 was a quarter of positive momentum for the company. Higher volume, margins and ongoing cost discipline drive improved Q1 results. Company Founder and Executive Chairman Anthony Hsieh also returned to the company's day-to-day operations in Q1; Hsieh will focus on expanding originations and driving innovation through tech enablement. Current CEO Frank Martell set to transition to a board advisory role in June; Hsieh will assume interim CEO role at that time. Highlights: Revenue increased 23% to $274 million and adjusted revenue increased 21% to $278 million compared to the prior year on higher volume and pull-through weighted gain on sale margin. Strong mortgage revenue growth more

      5/6/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot, Inc. to Report First Quarter 2025 Financial Results on May 6, 2025

      loanDepot, Inc. (NYSE:LDI) (together with its subsidiaries, "loanDepot" or the "Company"), a leading provider of products and services that power the homeownership journey, today announced that the Company will release its first quarter 2025 financial results on May 6, 2025, after market close. Management will host a conference call and live webcast at 5:00 p.m. ET. The call will include a review of financial results and operational highlights followed by a question-and-answer session. The conference call can be accessed by registering online in advance at https://registrations.events/direct/Q4I41447641 at which time registrants will receive dial-in information as well as a conference ID.

      4/22/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot Announces Year-End and Fourth Quarter 2024 Financial Results

      Revenue increased 9% for the year on higher pull-through weighted gain on sale margin and volume, driving significant reduction of losses. Full-year 2024 highlights: Revenue increased 9% to $1.06 billion and adjusted revenue increased 10% to $1.10 billion compared to 2023. Pull-through weighted gain on sale margin grew to 317 basis points, up 42 bps compared to 2023. Net loss of $202 million, including $25 million of cybersecurity related costs, compared with prior year net loss of $236 million. Adjusted net loss of $95 million, compared with prior year adjusted net loss of $152 million, reflecting the positive impact of higher revenue and cost productivity. Adjusted EBITDA of $8

      3/11/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • loanDepot downgraded by Goldman with a new price target

      Goldman downgraded loanDepot from Neutral to Sell and set a new price target of $3.00

      1/9/24 7:03:31 AM ET
      $LDI
      Finance: Consumer Services
      Finance
    • UBS initiated coverage on loanDepot with a new price target

      UBS initiated coverage of loanDepot with a rating of Neutral and set a new price target of $2.00

      12/6/23 7:56:55 AM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot downgraded by William Blair

      William Blair downgraded loanDepot from Outperform to Mkt Perform

      3/9/23 7:21:55 AM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $LDI
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • CEO and President Martell Frank converted options into 250,000 shares and covered exercise/tax liability with 126,950 shares, increasing direct ownership by 16% to 913,253 units (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      4/29/25 4:51:33 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • President, LDI Mortgage Walsh Jeff Alexander disposed of 88,815 units of Class C Common Stock and converted options into 88,815 shares, increasing direct ownership by 2% to 4,196,945 units (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      4/18/25 5:01:16 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Chief Legal Officer Smallwood Gregory converted options into 46,099 shares and covered exercise/tax liability with 11,226 shares, increasing direct ownership by 27% to 164,308 units (SEC Form 4)

      4 - loanDepot, Inc. (0001831631) (Issuer)

      4/16/25 6:21:56 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot Announces First Quarter 2025 Financial Results

      Q1 was a quarter of positive momentum for the company. Higher volume, margins and ongoing cost discipline drive improved Q1 results. Company Founder and Executive Chairman Anthony Hsieh also returned to the company's day-to-day operations in Q1; Hsieh will focus on expanding originations and driving innovation through tech enablement. Current CEO Frank Martell set to transition to a board advisory role in June; Hsieh will assume interim CEO role at that time. Highlights: Revenue increased 23% to $274 million and adjusted revenue increased 21% to $278 million compared to the prior year on higher volume and pull-through weighted gain on sale margin. Strong mortgage revenue growth more

      5/6/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot, Inc. to Report First Quarter 2025 Financial Results on May 6, 2025

      loanDepot, Inc. (NYSE:LDI) (together with its subsidiaries, "loanDepot" or the "Company"), a leading provider of products and services that power the homeownership journey, today announced that the Company will release its first quarter 2025 financial results on May 6, 2025, after market close. Management will host a conference call and live webcast at 5:00 p.m. ET. The call will include a review of financial results and operational highlights followed by a question-and-answer session. The conference call can be accessed by registering online in advance at https://registrations.events/direct/Q4I41447641 at which time registrants will receive dial-in information as well as a conference ID.

      4/22/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot Announces Year-End and Fourth Quarter 2024 Financial Results

      Revenue increased 9% for the year on higher pull-through weighted gain on sale margin and volume, driving significant reduction of losses. Full-year 2024 highlights: Revenue increased 9% to $1.06 billion and adjusted revenue increased 10% to $1.10 billion compared to 2023. Pull-through weighted gain on sale margin grew to 317 basis points, up 42 bps compared to 2023. Net loss of $202 million, including $25 million of cybersecurity related costs, compared with prior year net loss of $236 million. Adjusted net loss of $95 million, compared with prior year adjusted net loss of $152 million, reflecting the positive impact of higher revenue and cost productivity. Adjusted EBITDA of $8

      3/11/25 4:06:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    Leadership Updates

    Live Leadership Updates

    See more
    • loanDepot Appoints Industry Veteran Alec Hanson to New Role as SVP, Revenue Development and Growth

      loanDepot, Inc. ("LDI" or "Company") (NYSE:LDI), a leading provider of products and services that power the homeownership journey, has appointed industry veteran Alec Hanson to a newly created role leading revenue development and growth initiatives, effective immediately. Hanson, who joined loanDepot in 2011 and currently serves as the company's chief marketing officer, brings two decades of mortgage experience to the position. He will report to LDI Mortgage President Jeff Walsh. Executive Vice President TJ Freeborn will retain overall responsibility for the company's marketing function, with a title change to chief marketing and customer experience officer. Among other things, Freeborn w

      3/3/25 4:01:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Frank and Donna Martell Honored with Marine Corps Scholarship Foundation's Globe and Anchor Award

      Builds on long-standing loanDepot commitment to veterans and history of serving its communities In a continuation of loanDepot's long history of supporting veterans and serving the communities in which its team works and lives, loanDepot President and CEO Frank Martell and his wife Donna were honored this weekend with the Marine Corps Scholarship Foundation's prestigious Globe and Anchor Award for their dedication to educating the children of Marines and Navy Corpsmen. The couple was presented with the award during the organization's annual West Coast Campaign Celebratory Dinner in Newport Beach. The Eagle, Globe, and Anchor—the official emblem of the United States Marine Corps uniform si

      10/16/24 2:57:00 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Respected Military Advocate Bryan Bergjans Joins loanDepot as National Director of Military Growth and Strategy

      Bergjans' unwavering dedication to veterans aligns perfectly with loanDepot's mission to serve those who've served us loanDepot, Inc. ("LDI" or "Company") (NYSE:LDI), a leading provider of products and services that power the homeownership journey, continues to build on its strength in Veterans Administration (VA) lending with the appointment of U.S. Navy Veteran and VA lending powerhouse Bryan Bergjans as its national director of military growth and strategy. Bergjans, a highly respected national advocate for the military community, is a dynamic mortgage industry leader with nearly two decades of military experience and an abiding passion for serving the active-duty military and Veteran c

      9/19/24 10:40:00 AM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    SEC Filings

    See more
    • SEC Form 10-Q filed by loanDepot Inc.

      10-Q - loanDepot, Inc. (0001831631) (Filer)

      5/8/25 4:30:31 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • loanDepot Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - loanDepot, Inc. (0001831631) (Filer)

      5/6/25 4:05:20 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Amendment: SEC Form SCHEDULE 13G/A filed by loanDepot Inc.

      SCHEDULE 13G/A - loanDepot, Inc. (0001831631) (Subject)

      4/30/25 11:23:58 AM ET
      $LDI
      Finance: Consumer Services
      Finance

    $LDI
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13D/A filed by loanDepot Inc.

      SC 13D/A - loanDepot, Inc. (0001831631) (Subject)

      12/5/24 7:00:55 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Amendment: SEC Form SC 13D/A filed by loanDepot Inc.

      SC 13D/A - loanDepot, Inc. (0001831631) (Subject)

      11/25/24 9:34:43 PM ET
      $LDI
      Finance: Consumer Services
      Finance
    • Amendment: SEC Form SC 13G/A filed by loanDepot Inc.

      SC 13G/A - loanDepot, Inc. (0001831631) (Subject)

      11/13/24 3:45:35 PM ET
      $LDI
      Finance: Consumer Services
      Finance