Rocket Companies, Inc.
For the period ended Jun 30, 2025. Filed Aug 8, 2025.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 30, 2025 · Filed Aug 8, 2025
RKT$15.19+0.9%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Condensed Consolidated Statements of Changes in Equity
| Class A Common Stock Shares | Class A Common Stock Amount | Class D Common Stock Shares | Class D Common Stock Amount | Class L Common Stock Shares | Class L Common Stock Amount | Additional Paid-in Capital | Retained Earnings | Accumulated Other Comprehensive Income (Loss) | Total Non-controlling Interest | Total Equity | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Balance, December 31, 2023 | 135,814,173 | $1 | 1,848,879,483 | $19 | — | $— | $340,532 | $284,296 | $52 | $7,676,810 | $8,301,710 |
| Net income | — | — | — | — | — | — | — | 16,215 | — | 274,499 | 290,714 |
| Cumulative translation adjustment | — | — | — | — | — | — | — | — | 21 | 293 | 314 |
| Share-based compensation, net | 2,458,761 | — | — | — | — | — | 2,060 | — | — | 27,722 | 29,782 |
| Distributions for state taxes on behalf of unit holders (members), net | — | — | — | — | — | — | — | (19) | — | (255) | (274) |
| Forfeitures of Special Dividends to Class A Shareholders | — | — | — | — | — | — | — | 2 | — | 29 | 31 |
| Taxes withheld on team members' restricted share award vesting | — | — | — | — | — | — | (1,152) | — | — | (15,410) | (16,562) |
| Issuance of Class A common stock under share-based compensation plans | 538,683 | — | — | — | — | — | 454 | — | — | 6,161 | 6,615 |
| Change in controlling interest of investment, net | — | — | — | — | — | — | 8,917 | — | (1) | (11,795) | (2,879) |
| Balance, March 31, 2024 | 138,811,617 | $1 | 1,848,879,483 | $19 | — | $— | $350,811 | $300,494 | $72 | $7,958,054 | $8,609,451 |
| Net income | — | — | — | — | — | — | — | 1,295 | — | 176,630 | 177,925 |
| Cumulative translation adjustment | — | — | — | — | — | — | — | — | 13 | 192 | 205 |
| Share-based compensation, net | 506,140 | — | — | — | — | — | 2,652 | — | — | 35,095 | 37,747 |
| Distributions for state taxes on behalf of unit holders (members) | — | — | — | — | — | — | — | (6) | — | (86) | (92) |
| Distributions to unit holders (members) from subsidiary investment, net | — | — | — | — | — | — | — | (837) | — | (13,013) | (13,850) |
| Forfeitures of Special Dividend to Class A Shareholders | — | — | — | — | — | — | — | 12 | — | 161 | 173 |
| Taxes withheld on team members' restricted share award vesting | — | — | — | — | — | — | (305) | — | — | (4,029) | (4,334) |
| Issuance of Class A common stock under share-based compensation plans | 645,826 | — | — | — | — | — | 554 | — | — | 7,357 | 7,911 |
| Change in controlling interest of investment, net | — | — | — | — | — | — | 3,898 | — | — | (5,113) | (1,215) |
| Balance, June 30, 2024 | 139,963,583 | $1 | 1,848,879,483 | $19 | — | $— | $357,610 | $300,958 | $85 | $8,155,248 | $8,813,921 |
Condensed Consolidated Statements of Changes in Equity
| Class A Common Stock Shares | Class A Common Stock Amount | Class D Common Stock Shares | Class D Common Stock Amount | Class L Common Stock Shares | Class L Common Stock Amount | Additional Paid-in Capital | Retained Earnings | Accumulated Other Comprehensive Income (Loss) | Total Non-controlling Interest | Total Equity | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Balance, December 31, 2024 | 146,028,193 | $1 | 1,848,879,483 | $19 | — | $— | $389,695 | $312,834 | $(48) | $8,340,879 | $9,043,380 |
| Net loss | — | — | — | — | — | — | — | (10,383) | — | (202,063) | (212,446) |
| Cumulative translation adjustment | — | — | — | — | — | — | — | — | (1) | 14 | 13 |
| Share-based compensation, net | 3,243,276 | — | — | — | — | — | 2,809 | — | — | 35,020 | 37,829 |
| Distributions for state taxes on behalf of unit holders (members), net | — | — | — | — | — | — | — | (1) | — | (13) | (14) |
| Distributions to unit holders (members) from subsidiary investment, net | — | — | — | — | — | — | — | — | — | (113,379) | (113,379) |
| Special Dividends to Class A Shareholders, net of forfeitures | — | — | — | — | — | — | — | (122,227) | — | (22,594) | (144,821) |
| Taxes withheld on team members' restricted share award vesting | — | — | — | — | — | — | (2,143) | — | — | (26,453) | (28,596) |
| Issuance of Class A common stock upon exercise of stock options | 40,000 | — | — | — | — | — | 25 | — | — | 310 | 335 |
| Issuance of Class A common stock under share-based compensation plans | 839,012 | — | — | — | — | — | 684 | — | — | 8,612 | 9,296 |
| Change in controlling interest of investment, net | — | — | — | — | — | — | 12,711 | — | (5) | (20,666) | (7,960) |
| Balance, March 31, 2025 | 150,150,481 | $1 | 1,848,879,483 | $19 | — | $— | $403,781 | $180,223 | $(54) | $7,999,667 | $8,583,637 |
| Net (loss) income | — | — | — | — | — | — | — | (1,785) | — | 35,874 | 34,089 |
| Cumulative translation adjustment | — | — | — | — | — | — | — | — | (55) | 839 | 784 |
| Share-based compensation, net | 586,990 | — | — | — | — | — | 3,764 | — | — | 45,124 | 48,888 |
| Distributions for state taxes on behalf of unit holders (members), net | — | — | — | — | — | — | — | (13) | — | (157) | (170) |
| Special Dividend to Class A Shareholders, net of forfeitures | — | — | — | — | — | — | — | 82 | — | 187 | 269 |
| Taxes withheld on employees' restricted share award vesting | — | — | — | — | — | — | (1,143) | — | — | (4,327) | (5,470) |
| Issuance of Class A common Shares under stock compensation and benefit plans | 775,879 | — | — | — | — | — | 752 | — | — | 9,218 | 9,970 |
| Change in controlling interest of investment, net | — | — | (1,848,879,483) | (19) | 1,848,879,455 | 19 | 6,864,459 | — | (1,103) | (8,086,425) | (1,223,069) |
| Balance, June 30, 2025 | 151,513,350 | $1 | — | $— | 1,848,879,455 | $19 | $7,271,613 | $178,507 | $(1,212) | $— | $7,448,928 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.