Rocket Companies, Inc.
57.12%
1,608,089,722
1805284
77311W101
Oct 9, 2025
Oct 15, 2025, 05:06 PM
Reporting Persons (3)
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| Daniel Gilbert | Individual | 57.12% | 1,608,089,722 | 996,832,276 | 611,257,446 |
| Jennifer Gilbert | Individual | 11.16% | 314,055,385 | 314,055,385 | 0 |
| Daniel Gilbert Trust #1 u/a/d 8/23/16 | Other | 4.98% | 140,215,280 | 140,215,280 | 0 |
Disclosure Items (3)
Class A common stock, $0.00001 par value
Rocket Companies, Inc.
1050 Woodward Avenue, Detroit, MI, 48226
Jennifer Gilbert is the Founder and Creative Director of Detroit-based POPHOUSE. The address of the principal business and principal office at which such employment is conducted is 1074 Woodward Avenue, Detroit, MI 48226.
See rows (11) and (13) of the cover pages to this Amendment for the aggregate number of shares of Class A Common Stock and percentages of shares of Class A Common Stock beneficially owned by the Reporting Persons, which information is incorporated herein by reference. Jennifer Gilbert beneficially owns an aggregate of 314,055,385 shares of Class A Common Stock, consisting of (i) 209,370,257 shares of Class A Common Stock held directly by her and (ii) 104,685,128 shares of Class A Common Stock held by The Jennifer Gilbert 2025 GRAT Agreement, of which Jennifer Gilbert is the trustee. The references to percentage ownership of Class A Common Stock in this Amendment are based on a total of 2,815,342,810 shares, consisting of (i) 261,257,942 shares of Class A Common Stock outstanding as of September 30, 2025, as reported by the Issuer in its publicly filed Registration Statement on Form S-3ASR on October 1, 2025, (ii) 1,848,879,455 shares of Class A Common Stock issuable upon conversion of shares of the Issuer's Class L Common Stock, half of which are designated Class L-1 Common Stock and half of which are designated Class L-2 Common Stock, as of August 1, 2025, as reported by the Issuer in its publicly filed Quarterly Report on Form 10-Q for the quarter ended June 30, 2025 and (iii) 705,205,413 shares of Class A Common Stock issued to the stockholders of Mr. Cooper Group Inc. in connection with the acquisition of Mr. Cooper Group Inc. by the Issuer on October 1, 2025, as reported by the Issuer in its publicly filed Current Report on Form 8-K/A on October 10, 2025.
See rows (7) through (10) and the Comments of the cover pages to this Amendment for the number of shares of Class A Common Stock as to which the Reporting Persons have the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition, which information is incorporated herein by reference.
On September 16, 2025, Jennifer Gilbert contributed 104,685,128 shares of Class L Common Stock to The Jennifer Gilbert 2025 GRAT Agreement, of which Jennifer Gilbert is the trustee. Except as set forth in this Amendment, the Reporting Persons have not effected any transaction in the Class A Common Stock in the 60 days prior to filing this Amendment.
Not applicable.
On October 10, 2025, Daniel Gilbert Trust #1 u/a/d 8/23/16 ceased to be the beneficial owner of more than five percent of the outstanding shares of Class A Common Stock.