Home/Filings/4/0000950142-21-001140
4//SEC Filing

Rock Holdings Inc. 4

Accession 0000950142-21-001140

CIK 0001805284other

Filed

Mar 30, 8:00 PM ET

Accepted

Mar 31, 6:42 PM ET

Size

20.5 KB

Accession

0000950142-21-001140

Insider Transaction Report

Form 4
Period: 2021-03-29
Rock Holdings Inc.
Director10% Owner
Transactions
  • Award

    Class B common stock

    2021-03-29+20,200,00020,200,000 total
    Class A common stock (20,200,000 underlying)
  • Exercise of In-Money

    Class A common stock

    2021-03-29+20,200,00020,200,000 total
  • Sale

    Class A common stock

    2021-03-29$24.75/sh20,200,000$499,950,0000 total
  • Exercise of In-Money

    Class B common stock

    2021-03-2920,200,0000 total
    Class A common stock (20,200,000 underlying)
  • Disposition to Issuer

    Class D common stock

    2021-03-2920,200,0001,846,977,661 total
  • Disposition to Issuer

    Non-voting common interest units of RKT Holdings, LLC

    2021-03-2920,200,0001,846,977,661 total
    Class B common stock and Class A common stock (20,200,000 underlying)
Holdings
  • Non-voting common interest units of RKT Holdings, LLC

    (indirect: See footnote)
    Class B common stock and Class A common stock (800,000 underlying)
    800,000
  • Class D common stock

    (indirect: See footnote)
    800,000
Footnotes (8)
  • [F1]Shares of Class D common stock of the Issuer have 10 votes per share but no economic rights (including rights to dividends and distributions upon liquidation) and are issued in an equal amount to the number of non-voting common interest units of RKT Holdings, LLC ("Holdings Units") held.
  • [F2]Pursuant to the terms of the Exchange Agreement, dated as of August 5, 2020, by and among the Issuer, RKT Holdings, LLC, Rock Holdings Inc. ("RHI"), Daniel Gilbert and the holders of Holding Units and shares of Class C common stock or Class D common stock from time to time party thereto (the "Exchange Agreement"), Holdings Units, together with a corresponding number of shares of Class D common stock or Class C common stock, may be exchanged for, at the option of the Issuer, (i) shares of Class B common stock or Class A common stock of the Issuer, as applicable, on a one-for-one basis, or (ii) cash from a substantially concurrent public offering or private sale (based on the price of the Class A common stock in such public offering or private sale), subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. The exchange rights under the Exchange Agreement do not expire.
  • [F3]Pursuant to the terms of the Issuer's Certificate of Incorporation, each share of the Issuer's Class B common stock will automatically convert into one share of Class A common stock, and each share of the Issuer's Class D common stock will automatically convert into one share of our Class C common stock, (i) at the option of the holder, (ii) immediately prior to any transfer of such share except for certain transfers described in the Issuer's Certificate of Incorporation and (iii) if the reporting person and its permitted transferees own less than 10% of the Issuer's issued and outstanding common stock.
  • [F4]Pursuant to the terms of the Exchange Agreement, the reporting person exchanged 20,200,000 of Holding Units and a corresponding number shares of Class D common stock for the same number of shares of Class B common stock.
  • [F5]Pursuant to the terms of the Issuer's Certificate of Incorporation, each share of Class B common stock was automatically converted into one share of Class A common stock immediately prior to the Reported Sale (as defined below).
  • [F6]These shares were sold in a private transaction (the "Reported Sale"). Rocket Companies' Chairman, Dan Gilbert, the largest investor in RHI, plans to use his portion of the proceeds to help fund his recently announced $500 million commitment to revitalizing Detroit neighborhoods. Following the sale, RHI continues to maintain approximately 93% interest in Rocket Companies.
  • [F7]Pursuant to Instruction 4(c)(iii), this response has been left blank.
  • [F8]Directly owned by a wholly-owned subsidiary of RHI.

Issuer

Rocket Companies, Inc.

CIK 0001805284

Entity typeother
IncorporatedMI

Related Parties

1
  • filerCIK 0001733664

Filing Metadata

Form type
4
Filed
Mar 30, 8:00 PM ET
Accepted
Mar 31, 6:42 PM ET
Size
20.5 KB