Welcome to our dedicated page for Loandepot SEC filings (Ticker: LDI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
loanDepot, Inc. filings document the reporting, capital structure and financing activities of a publicly traded mortgage lender. Form 8-K reports furnish quarterly financial results, investor presentation materials, non-GAAP reconciliations and other material events for the company’s residential mortgage origination and servicing operations.
Other disclosures cover material definitive agreements involving mortgage-related financing structures, including warehouse securitization notes, mortgage servicing rights, excess spread interests and trust subsidiaries. Proxy materials describe board matters, executive compensation and shareholder voting items, while capital-structure filings identify the company’s Class A common stock listed on the New York Stock Exchange and changes involving its common stock classes.
loanDepot, Inc. director Dawn G. Lepore reported an exercise and conversion of restricted stock units into common shares. On February 27, 2026, she exercised 24,606 restricted stock units at a stated price of $0.00 per unit, receiving the same number of Class A Common shares. Following the transaction, her direct holdings of Class A Common Stock increased to 208,351 shares, and 24,607 restricted stock units remained outstanding. Each restricted stock unit represents a right to receive one share of Class A Common Stock or, at the Compensation Committee’s option, the cash value of one share. The remaining restricted stock units are scheduled to vest on May 29, 2026.
loanDepot director Pamela H. Patenaude exercised restricted stock units into Class A Common Stock. She converted 24,606 RSUs into 24,606 shares at no cost, bringing her direct Class A holdings to 318,292.7285 shares. The remaining RSUs are scheduled to vest on May 29, 2026.
loanDepot, Inc. director John Hoon Lee exercised restricted stock units into 24,606 shares of Class A Common Stock on February 27, 2026 through a derivative conversion at a stated price of $0.00 per share.
After these transactions, he holds 235,993 Class A shares directly and 62,556 Class A shares indirectly through Bluestar Family Holdings LP, over which he has voting and investment power. His remaining 24,607 RSUs are scheduled to vest on May 29, 2026.
loanDepot, Inc. reported that entities affiliated with PCP Managers, L.P., an affiliate of Parthenon Capital, exercised 49,212 Restricted Stock Units into the same number of Class A common shares at a price of $0.00 per share, held indirectly. Following the conversion, 103,507,858 Class A shares are reported as indirectly owned. The remaining RSUs are scheduled to vest on May 29, 2026, and the directors involved hold the RSUs for the benefit of PCP Managers, L.P. while disclaiming personal beneficial ownership beyond any pecuniary interest.
loanDepot, Inc. Executive Chair, CEO and President Anthony Li Hsieh reported the exercise and conversion of restricted stock units into 24,606 shares of Class A Common Stock on February 27, 2026, at a stated price of $0.00 per share. Following the transaction, his direct Class A Common Stock holdings were 192,889 shares. The remaining restricted stock units are scheduled to vest on May 29, 2026, each RSU representing the right to receive one share of Class A Common Stock or its cash value at settlement.
loanDepot, Inc. received an updated Schedule 13G/A showing that private equity affiliates led by PCP Managers GP, LLC, along with Brian P. Golson and David J. Ament, report beneficial ownership of about 45.28% of the Class A common stock.
This reflects aggregate beneficial ownership of up to 103,510,358 Class A shares, including shares held by several Parthenon-branded investment funds, 49,212 RSU-based shares scheduled to vest by February 27, 2026, and a small block of 2,500 shares overseen by Mr. Golson for a family member.
loanDepot, Inc. (LDI) insider Anthony Li Hsieh has updated his Schedule 13D/A to reflect his current beneficial ownership and recent share class changes. He reports beneficial ownership of 106,563,368 shares of Class A Common Stock, representing 31.83% of the class, based on 228,569,593 Class A shares outstanding as of February 11, 2026.
The amendment also describes an automatic conversion on February 11, 2026, when each outstanding share of Class C Common Stock and Class D Common Stock converted into Class B Common Stock and Class A Common Stock, respectively. As of that date, 106,207,433 Class B shares were outstanding. Hsieh additionally holds 49,213 unvested RSUs and 1,500,000 unvested PSUs, and may be deemed to share voting and dispositive power over certain Class A shares through relationships with Class B stockholders.
loanDepot, Inc. insider Anthony Hsieh reported a large automatic share-class conversion. On February 11, 2026, multiple indirect holdings of Class C common stock converted on a one-for-one basis into Class B common stock at a stated price of $0 per share.
The filing shows 66,404,880 shares converting through Trilogy Management Investors Six, LLC, 24,945,633 through Trilogy Mortgage Holdings, Inc., 4,310,497 through JLSA, LLC, and 3,114,521 through the JLSSAA Trust. Hsieh has voting and investment power over these entities and the trust.
Footnotes explain that Class C shares were originally issued in connection with LD Holdings Group LLC Common Units and, under loanDepot’s charter, automatically converted into Class B shares on that date. Common Unit holders can later request redemptions for Class A shares or cash, at the company’s election.
loanDepot director-linked entity reports share class conversion
An entity associated with loanDepot director Dawn G. Lepore, Trilogy Management Investors Six, LLC, reported an automatic conversion of 147,130 shares of Class C Common Stock into 147,130 shares of Class B Common Stock at a price of $0 per share, leaving 147,130 Class B shares indirectly owned. Lepore reports only an indirect interest in a portion of these securities and disclaims beneficial ownership of the remainder held by Trilogy Six.
DerGurahian Jeffrey Michael reported acquisition or exercise transactions in a Form 4 filing for LDI. The filing lists transactions totaling 3,196,780 shares. Following the reported transactions, holdings were 1,598,390 shares.