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