secwatch / observer
8-K filed December 1, 2022, 6:59 PM ET ticker RKT CIK 0001805284
debt confidence high sentiment negative materiality 0.55

Rocket Companies, Inc. (RKT): debt financing — Rocket Companies amends UBS repurchase agreement; facility cut to $1.0B, total funding capacity falls to $27.4B

Rocket Companies, Inc.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Rocket Companies, Inc. amended credit facility of $1.0 billion with UBS AG maturing November 30, 2023.

Instrument
credit facility
Principal
$1.0 billion
Counterparty
UBS AG
Maturity
November 30, 2023
Event
amendment
Exact text from the filing
On December 1, 2022, Rocket Mortgage, LLC (the “Company”), a Michigan limited liability company and indirect subsidiary of Rocket Companies, Inc., as a seller, One Reverse Mortgage, LLC ("ORM"), a Delaware limited liability company and indirect subsidiary of the Company, as a seller, and UBS AG, by and through its branch office at 1285 Avenue of the Americas, New York, New York ("UBS"), as the Buyer, entered into Amendment No. 1 to Second Amended and Restated Master Repurchase Agreement ("MRA Amendment") and the related amendment no. 1 to pricing letter, which extended the expiration date of the existing Second Amended and Restated Master Repurchase Agreement, dated as of November 4, 2022 by and between UBS, as Buyer, the Company, as a seller and ORM as a seller (the "UBS Master Repurchase Agreement"), from December 1, 2022 to November 30, 2023, decreased the facility amount from $1.5 billion to $1.0 billion and effectuated certain other technical changes to the UBS Master Repurchase A
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Rocket Companies, Inc. amended Amendment No. 1 to Second Amended and Restated Master Repurchase Agreement with UBS AG valued at $1.5 billion to $1.0 billion (effective 2022-12-01).

Action
amendment
Agreement
credit facility
Counterparty
UBS AG
Value
$1.5 billion to $1.0 billion
Effective
2022-12-01
Exact text from the filing
On December 1, 2022, Rocket Mortgage, LLC (the “Company”), a Michigan limited liability company and indirect subsidiary of Rocket Companies, Inc., as a seller, One Reverse Mortgage, LLC ("ORM"), a Delaware limited liability company and indirect subsidiary of the Company, as a seller, and UBS AG, by and through its branch office at 1285 Avenue of the Americas, New York, New York ("UBS"), as the Buyer, entered into Amendment No. 1 to Second Amended and Restated Master Repurchase Agreement ("MRA Amendment") and the related amendment no. 1 to pricing letter, which extended the expiration date of the existing Second Amended and Restated Master Repurchase Agreement, dated as of November 4, 2022 by and between UBS, as Buyer, the Company, as a seller and ORM as a seller (the "UBS Master Repurchase Agreement"), from December 1, 2022 to November 30, 2023, decreased the facility amount from $1.5 billion to $1.0 billion and effectuated certain other technical changes to the UBS Master Repurchase A
View on SEC.gov

89 debt financings filed in the last 30 days. Browse all debt financings →

Rocket Companies, Inc. filing history →

Source: SEC EDGAR
accession 0001805284-22-000313
Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.