0001831631-24-000131.txt : 20240603
0001831631-24-000131.hdr.sgml : 20240603
20240603193727
ACCESSION NUMBER: 0001831631-24-000131
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240530
FILED AS OF DATE: 20240603
DATE AS OF CHANGE: 20240603
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Martell Frank
CENTRAL INDEX KEY: 0001387655
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40003
FILM NUMBER: 241015652
MAIL ADDRESS:
STREET 1: 10 GASTON FARMS ROAD
CITY: GREENWICH
STATE: CT
ZIP: 06831
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: loanDepot, Inc.
CENTRAL INDEX KEY: 0001831631
STANDARD INDUSTRIAL CLASSIFICATION: FINANCE SERVICES [6199]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 853948939
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 6561 IRVINE CENTER DRIVE
CITY: IRVINE
STATE: CA
ZIP: 92618
BUSINESS PHONE: (949) 434-5964
MAIL ADDRESS:
STREET 1: 6561 IRVINE CENTER DRIVE
CITY: IRVINE
STATE: CA
ZIP: 92618
4
1
wk-form4_1717457838.xml
FORM 4
X0508
4
2024-05-30
0
0001831631
loanDepot, Inc.
LDI
0001387655
Martell Frank
C/O LOANDEPOT, INC.
6561 IRVINE CENTER DR.
IRVINE
CA
92618
1
1
0
0
CEO and President
0
Class A Common Stock
2024-05-30
4
P
0
50000
1.80
A
361846
I
The Frank D. and Donna M. Martell Family Trust
Class A Common Stock
417952
I
2024 GRAT
Class A Common Stock
123322
D
The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.785 to $1.82. 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.
On or about June 10, 2022, the reporting person transferred 283, 402 shares of the issuer's common stock from the Frank D. and Donna M. Martell Family Trust to a 2022 grantor retained annuity trust ("2022 GRAT"). As trustee, Mr. Martell had voting and investment power over the assets of the 2022 GRAT, and he was the sole annuitant.
As trustee, Mr. Martell has voting and investment power over the assets of the Frank D. and Donna M. Martell Family Trust, established on 8/17/20.
On or about June 10, 2022, the reporting person contributed 283,402 shares of the issuer's common stock to the 2022 GRAT. On or about March 5, 2024, the reporting person contributed 134,550 shares of the issuer's common stock to the 2022 GRAT. On or about April 2, 2024, the reporting person transferred 417,952 shares of the issuer's common stock held in the 2022 GRAT to a 2024 grantor retained annuity trust.
As trustee, Mr. Martell has voting and investment power over the assets of the 2024 grantor retained annuity trust, and he is the sole annuitant.
On or about March 5, 2024, 134,550 shares of the issuer's common stock were transferred to the reporting person's 2022 GRAT.
/s/ Gregory Smallwood, as Attorney-in-Fact for Frank Martell
2024-06-03