STOCK TITAN

Parthenon Capital affiliates add 211,864 RSUs in loanDepot (LDI) Form 4

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

PCP MANAGERS GP, LLC reported acquisition or exercise transactions in this Form 4 filing.

loanDepot, Inc. reported that entities affiliated with Parthenon Capital received an indirect grant of 211,864 restricted stock units (RSUs) of Class A common stock at no cost. These RSUs vest in installments on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.

Following this award, the affiliated entities are shown as indirectly holding 103,768,936 shares of Class A common stock. The Form 4 notes that the RSUs are held for the benefit of PCP Managers, L.P., and the individuals involved disclaim beneficial ownership except for any pecuniary interest. A separate entry shows 2,500 shares held of record by the father of director Brian Golson, which he oversees.

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Insider PCP MANAGERS GP, LLC, Golson Brian P., Dodson Andrew C, PCP MANAGERS, L.P.
Role null | null | null | null
Type Security Shares Price Value
Grant/Award Class A Common Stock 211,864 $0.00 --
holding Class A Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 103,768,936 shares (Indirect, See Footnotes)
Footnotes (1)
  1. Includes 211,864 unvested restricted stock units ("RSUs"), which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027. Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4. PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities. Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs. Mr. Golson oversees the reported LDI shares held of record by his father.
RSU grant 211,864 RSUs Unvested restricted stock units awarded, vesting 2026–2027
Indirect holdings after grant 103,768,936 shares Class A common stock indirectly held following RSU grant
Family-held shares 2,500 shares Class A common stock held of record by Brian Golson’s father
RSU vesting dates Aug 31 2026; Nov 30 2026; Feb 26 2027; May 28 2027 Scheduled vesting for 211,864 RSUs
restricted stock units ("RSUs") financial
"Includes 211,864 unvested restricted stock units ("RSUs"), which vest ratably"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
beneficial ownership financial
"expressly disclaims beneficial ownership of the equity securities reported herein"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interests financial
"except to the extent of their respective pecuniary interests therein"
indirect ownership financial
"total_shares_following_transaction" "103768936.0000" ... "ownership_type" "indirect""
general partner financial
"PCP Managers GP, LLC is the general partner of PCP Managers, L.P"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.
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SEC Form 4
FORM 4UNITED 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*
PCP MANAGERS GP, LLC

(Last)(First)(Middle)
FOUR EMBARCADERO CENTER
SUITE 3610

(Street)
SAN FRANCISCO CALIFORNIA 94111

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
loanDepot, Inc. [ LDI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Class A Common Stock06/04/2026A211,864A$0103,768,936(1)ISee Footnotes(2)(3)(4)
Class A Common Stock2,500IBy Brian Golson's father(5)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
1. Name and Address of Reporting Person*
PCP MANAGERS GP, LLC

(Last)(First)(Middle)
FOUR EMBARCADERO CENTER
SUITE 3610

(Street)
SAN FRANCISCO CALIFORNIA 94111

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Golson Brian P.

(Last)(First)(Middle)
FOUR EMBARCADERO CENTER
SUITE 3610

(Street)
SAN FRANCISCO CALIFORNIA 94111

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Dodson Andrew C

(Last)(First)(Middle)
FOUR EMBARCADERO CENTER
SUITE 3610

(Street)
SAN FRANCISCO CALIFORNIA 94111

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
PCP MANAGERS, L.P.

(Last)(First)(Middle)
FOUR EMBARCADERO CENTER
SUITE 3610

(Street)
SAN FRANCISCO CALIFORNIA 94111

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. Includes 211,864 unvested restricted stock units ("RSUs"), which vest ratably on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027.
2. Each of the Reporting Persons expressly disclaims beneficial ownership of the equity securities reported herein, except to the extent of their respective pecuniary interests therein, and the filing of this Form 4 shall not be construed as an admission that any such Reporting Person is the beneficial owner of any equity securities covered by this Form 4.
3. PCP Managers GP, LLC is the general partner of PCP Managers, L.P, an affiliate of Parthenon Capital Partners ("Parthenon Capital"). Mr. Golson is the Co-CEO and Managing Partner at Parthenon Capital and Mr. Dodson is a Managing Partner at Parthenon Capital. PCP Managers GP, LLC and certain of the reporting persons and their affiliates may be deemed to beneficially own the reported securities.
4. Pursuant to Assignment and Acknowledgement Agreements, dated as of May 6, 2021, Messrs. Golson and Dodson serve as directors of the Issuer (the "Directors") and hold the RSUs for the benefit of PCP Managers, L.P. The Directors disclaim all right, title and interest in the RSUs.
5. Mr. Golson oversees the reported LDI shares held of record by his father.
Remarks:
/s/ Greg Smith, as Attorney-in-Fact for Andrew C. Dodson06/08/2026
/s/ Greg Smith, as Attorney-in-Fact for Brian P. Golson06/08/2026
/s/ Greg Smith, as Attorney-in-Fact for Joseph Taveira, Chief Financial Officer of PCP Managers GP, LLC and PCP Managers, L.P.06/08/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did loanDepot (LDI) report in this Form 4?

loanDepot reported an indirect grant of 211,864 RSUs of Class A common stock to entities affiliated with Parthenon Capital. The award is a compensation-related acquisition, not an open-market purchase or sale, and is reflected as indirect ownership in the filing.

Who benefits from the 211,864 RSUs reported for loanDepot (LDI)?

The 211,864 RSUs are held for the benefit of PCP Managers, L.P. Directors Brian Golson and Andrew Dodson serve as directors and hold the RSUs for PCP Managers, L.P., while disclaiming personal right, title, and interest in the RSUs other than any pecuniary interest.

How and when do the 211,864 RSUs in loanDepot (LDI) vest?

The 211,864 RSUs vest in four scheduled installments on August 31, 2026, November 30, 2026, February 26, 2027, and May 28, 2027. Vesting means the units convert into shares over time, subject to the award’s terms and conditions.

What is the total indirect stake reported after the RSU grant at loanDepot (LDI)?

After the RSU award, the filing shows 103,768,936 shares of Class A common stock held indirectly by the affiliated entities. This figure includes the reported RSUs and other indirectly held shares associated with PCP Managers, L.P. and related reporting persons.

Does the loanDepot (LDI) Form 4 show any open-market buying or selling?

The Form 4 does not report any open-market purchases or sales. It primarily records a grant or award of RSUs and an indirect holding entry, reflecting compensation arrangements and existing indirect ownership rather than trading activity in the market.

How are Brian Golson’s family holdings in loanDepot (LDI) reflected?

The filing lists 2,500 shares held of record by Brian Golson’s father. A footnote explains that Golson oversees these loanDepot shares, and the position is reported as indirect ownership associated with him in the Form 4.