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Lebda‑linked holders disclose stakes in LendingTree (NASDAQ: TREE) up to 9.71%

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

LendingTree, Inc. files an amended Schedule 13G disclosing beneficial ownership by several related reporting persons. The amendment lists share counts and percentages for each reporting person, including Lebda Family Holdings, LLC: 1,325,000 shares (9.5%), Richard Balot: 1,355,000 shares (9.71%), Megan Greuling: 1,020,251 shares (6.98%), Marion Brent Beason: 1,041,791 shares (7.13%), Estate of Douglas R. Lebda: 1,007,232 shares (6.89%), and Steven D. Lockshin: 68,024 shares (0.49%). The filing states 13,953,018 shares of common stock outstanding as of April 27, 2026. The reporting persons describe their capacities (co‑executors, co‑trustees, managers) and disclaim status as a group.

Positive

  • None.

Negative

  • None.

Insights

Related parties disclose concentrated ownership and control roles.

The amendment details beneficial ownership by individuals and entities tied to the Lebda family, showing multiple holders with single‑digit stakes up to 9.71%. The filing ties voting and dispositive powers to specific capacities (co‑executor, co‑trustee, manager).

Watch subsequent filings for any changes to voting arrangements or group status; any aggregation or coordination would be disclosed in future ownership updates.

Ownership figures clarify insider and affiliated holdings for investors.

The amendment provides precise share counts and percent ownership based on the stated outstanding share count as of April 27, 2026. It lists both directly held shares and options exercisable within 60 days where applicable.

Future Schedule 13 filings will update percentages if outstanding shares or holdings change; cash‑flow treatment or transactions are not described in this excerpt.

Shares outstanding 13,953,018 shares as of April 27, 2026
Richard Balot holdings 1,355,000 shares reported beneficial ownership (9.71%)
Lebda Family Holdings holdings 1,325,000 shares reported beneficial ownership (9.5%)
Megan Greuling holdings 1,020,251 shares reported beneficial ownership (6.98%)
Marion Brent Beason holdings 1,041,791 shares reported beneficial ownership (7.13%)
Estate of Douglas R. Lebda holdings 1,007,232 shares reported beneficial ownership (6.89%)
Steven D. Lockshin holdings 68,024 shares reported beneficial ownership (0.49%)
Options exercisable within 60 days (example) 657,198 shares options held by the Estate counted in beneficial ownership
beneficially owned regulatory
"Amount beneficially owned: (1) Greuling beneficially owns 1,020,251 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 1,011,791.00"
exercisable within 60 days financial
"shares issuable upon exercise of options exercisable within 60 days"
disclaim status as a 'group' regulatory
"The Reporting Persons expressly disclaim status as a "group""





52603B107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Row (11) based on 13,953,018 shares of common stock outstanding as of April 27, 2026.


SCHEDULE 13G



Megan Greuling
Signature:/s/ Megan Greuling
Name/Title:Megan Greuling
Date:05/11/2026
Marion Brent Beason
Signature:/s/ Marion Brent Beason
Name/Title:Marion Brent Beason
Date:05/11/2026
Lebda Family Holdings, LLC
Signature:/s/ Richard Balot
Name/Title:Richard Balot, Manager
Date:05/11/2026
Estate of Douglas R. Lebda
Signature:/s/ Megan Greuling
Name/Title:Megan Greuling, co-executor
Date:05/11/2026
Signature:/s/ Marion Brent Beason
Name/Title:Marion Brent Beason, co-executor
Date:05/11/2026
Richard Balot
Signature:/s/ Richard Balot
Name/Title:Richard Balot
Date:05/11/2026
Steven D. Lockshin
Signature:/s/ Steven D. Lockshin
Name/Title:Steven D. Lockshin
Date:05/11/2026
Exhibit Information

Exhibit 99.1 Joint Filing Agreement

FAQ

What ownership changes does LendingTree (TREE) disclose in this Schedule 13G/A?

The amendment lists beneficial ownership by related persons, including 1,325,000 shares (9.5%) for Lebda Family Holdings and 1,355,000 shares (9.71%) for Richard Balot. It itemizes direct holdings and exercisable options within 60 days.

How many shares of LendingTree common stock were outstanding for the percentage calculations?

The filing bases percentages on 13,953,018 shares outstanding as of April 27, 2026. Each reporting person's percent ownership in the amendment references that outstanding share count.

Does the Schedule 13G/A indicate the reporting persons form a group for TREE ownership?

No. The filing explicitly states the reporting persons "expressly disclaim status as a 'group'". It nevertheless discloses each person's beneficial ownership and voting/dispositive powers in specified capacities.

Which reported holdings include options exercisable within 60 days?

The amendment shows options exercisable within 60 days included for the Estate and certain individuals: for example, the Estate includes 657,198 shares issuable upon exercise of options counted toward its beneficial ownership.

Who holds the largest disclosed stake in this amendment for TREE?

Among the listed reporting persons, Richard Balot: 1,355,000 shares (9.71%) and Lebda Family Holdings, LLC: 1,325,000 shares (9.5%) are the largest reported holdings in this excerpt.