TREE.NASDAQLendingtree, INC

SCHEDULE: LendingTree Insider Ownership Update: Key Holders Disclosed

Sentiment:

Beneficial Ownership Report


Multiple individuals and entities, including the Estate of Douglas R. Lebda and Lebda Family Holdings, LLC, have updated their beneficial ownership stakes in LendingTree, Inc.

Summary

  • Megan Greuling beneficially owns 922,410 shares of LendingTree, Inc. common stock, representing 6.39% of the class.
  • Marion Brent Beason beneficially owns 913,950 shares, representing 6.33% of the class.
  • Lebda Family Holdings, LLC beneficially owns 1,325,000 shares, representing 9.62% of the class.
  • The Estate of Douglas R. Lebda beneficially owns 798,705 shares, representing 5.80% of the class.
  • Richard Balot beneficially owns 1,325,000 shares, representing 9.62% of the class, through his role as manager of Lebda Family Holdings, LLC.
  • Steven Lockshin beneficially owns 745,683 shares, representing 5.41% of the class, through his roles as manager of various Lebda Family Holdings entities.
  • The percentages are based on 13,771,301 shares of common stock outstanding as of February 10, 2026.
  • The reporting persons include shares held directly, through trusts, estates, and options exercisable within 60 days.
  • The reporting persons explicitly disclaim status as a 'group' for purposes of this Schedule 13G, despite filing a Joint Filing Agreement.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as moderately positive, primarily due to the transparency of significant insider and related-party ownership, which can signal alignment of interests, though it does not provide operational or financial performance updates.

Positives

  • Significant beneficial ownership by individuals and entities associated with the company's founder (Douglas R. Lebda) may signal continued confidence in the company's long-term prospects.
  • The substantial holdings by key individuals and related entities could align their interests with those of other shareholders.

Negatives

  • NA

Risks

  • Concentrated ownership by a few individuals and related entities could potentially influence corporate decisions in a way that may not always align with the broader shareholder base.
  • The complexity of shared voting and dispositive powers among co-executors and co-trustees could introduce potential governance challenges or delays in decision-making regarding these significant blocks of shares.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the company's future performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures of significant ownership stakes, often by institutional investors or, in this case, individuals and entities closely associated with the company's history. While not directly indicative of industry trends, such filings provide transparency into the ownership structure of publicly traded companies like LendingTree, Inc., a prominent player in the online lending marketplace.

Comparison to Industry Standards

  • NA

Related Party Transactions

  • Megan Greuling and Marion Brent Beason serve as co-executors of the Estate of Douglas R. Lebda and co-trustees of The Douglas R. Lebda Revocable Trust, which collectively hold significant shares.
  • Richard Balot is the manager of Lebda Family Holdings, LLC, which holds a substantial stake.
  • Steven Lockshin is the manager of Lebda Family Holdings II, LLC, 2021 Lebda Family Holdings, LLC, and 2022 Lebda Family Holdings, LLC, all of which hold shares.

Stakeholder Impact

  • Shareholders: The disclosure provides transparency regarding significant ownership stakes, particularly by entities and individuals related to the company's founder, which could influence perceptions of corporate control and stability.

Key Dates

DateDescription
2025-12-31Date of event which requires filing of this statement
2026-02-10Date as of which 13,771,301 shares of common stock were outstanding, used for percentage calculations
2026-03-04Date of signing and filing of the Schedule 13G and Joint Filing Agreement

Recommendation

hold

This Schedule 13G filing primarily provides transparency on significant beneficial ownership stakes by individuals and entities associated with the company's founder. While substantial insider ownership can be a positive signal of confidence, the filing itself does not contain new operational, financial, or strategic information that would warrant a change in investment recommendation. Investors should 'hold' and consider this information as part of a broader analysis of LendingTree's fundamentals and market position.

Keywords

LendingTree, Beneficial Ownership, Schedule 13G, Common Stock, Insider Holdings, Shareholder Disclosure, Corporate Governance, Douglas R. Lebda Estate, Lebda Family Holdings

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