Welcome to our dedicated page for Finance Of America Companies SEC filings (Ticker: FOA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Finance of America Companies Inc. (NYSE: FOA) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Finance of America is a financial services holding company headquartered in Plano, Texas that focuses on home equity-based financing solutions for a modern retirement, with operations organized into Retirement Solutions and Portfolio Management segments.
Through its SEC filings, Finance of America reports information on its reverse mortgage and home-equity-based retirement businesses, capital markets activities, and portfolio management. Forms 10-K and 10-Q (when available) typically contain segment discussions describing how the Retirement Solutions segment generates revenue and earnings from net origination gains and origination fees on reverse mortgage loans, and how the Portfolio Management segment generates revenue and earnings from net interest income and fair value changes on portfolio assets monetized through securitization, sale, or other financing.
Recent Form 8-K filings for FOA include disclosures about material definitive agreements and capital transactions. Examples include an Investment Agreement with investment funds managed by Blue Owl Alternative Credit Advisors LLC for the issuance and sale of Series A Convertible Perpetual Preferred Stock, related registration rights, and amendments to organizational documents; supplemental indentures for senior secured notes that address restricted payments and treatment of proceeds from certain instruments; and an Asset Purchase Agreement and related agreements for Finance of America Reverse LLC to acquire reverse mortgage-related assets and servicing rights from PHH Mortgage Corporation.
On this page, users can review FOA’s current and historical SEC reports, including 8-Ks describing earnings releases, capital structure changes, and significant transactions. Stock Titan’s AI-powered tools can help summarize lengthy filings, highlight key terms such as preferred stock features, redemption and conversion provisions, and note indenture amendments, and make it easier to understand how these disclosures relate to Finance of America’s home-equity-based retirement platform and portfolio management activities.
Finance of America Companies Inc. President Kristen N. Sieffert sold 750 shares of Class A common stock in an open-market sale at $19.54 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 13, 2024. After this sale, she directly owns 127,762 shares.
Finance of America Companies Inc. reported first quarter 2026 results with $35 million of net income from continuing operations, equal to $1.93 in basic earnings per share and $0.88 diluted. Adjusted net income was $26 million, or $1.10 per share, exceeding consensus estimates, and adjusted EBITDA reached $44 million.
Funded volume rose 6% year over year to $596 million, supporting higher origination gains and operating leverage. Total equity increased to $438 million and tangible equity to $268 million, or $14.82 per share, helped by strong profitability and prior balance sheet actions, including completion of the repurchase of Blackstone’s equity interest.
Finance of America Companies Inc., through its indirect subsidiary Finance of America Reverse LLC (FAR), agreed to amend its deal with Onity Mortgage Corporation to buy mortgage servicing rights on about 20,000 home equity conversion mortgage (HECM) loans with an unpaid principal balance of $5.1 billion as of March 31, 2026.
FAR will also acquire Onity’s reverse mortgage loan pipeline and expects to assume certain U.S.-based reverse originations employees in May and July 2026. The price at closing will equal the estimated book value of the purchased assets, including the HECM MSRs, with adjustments, holdbacks and post-closing price changes.
Onity will subservice the transferred HECM MSRs for three years under a subservicing agreement that renews automatically for one year unless FAR gives 180 days’ notice. Onity plans to discontinue its reverse originations business at closing, and the transaction depends on customary conditions, including Government National Mortgage Association consent, with either party able to terminate if not completed by August 1, 2026.
Finance of America Companies, Inc. reporting person Kristen Sieffert filed Form 144 notices for proposed sales of 750 shares of Common Stock on each of 02/02/2026, 03/02/2026, and 04/01/2026. The filings list dollar figures $17,483.00, $14,108.21, and $12,465.50 respectively. The security type is shown as Common (RSUs/issuer-originated) and a shares outstanding line reads 8,551,931 as of 05/01/2026.
Bloom Retirement Holdings Inc. and Reza Jahangiri amended their Schedule 13D on Finance of America Companies Inc., reporting beneficial ownership of 1,576,243 shares of Class A Common Stock, or 9.49% of the class, based on 8,551,931 shares outstanding as of March 18, 2026.
The position includes 666,379 Class A shares and 909,864 FOAEC Units, each exchangeable one-for-one into Class A stock, subject to a 9.49% ownership cap under a Control Condition in the Asset Purchase Agreement. On April 9, 2026, they agreed to forfeit 239,743 FOAEC Units for no consideration.
Finance of America Companies Inc. Chief Investment Officer Jeremy Prahm reported an open-market sale of 6,000 shares of Class A Common Stock at a weighted average price of $23.0081 per share. After this transaction, he directly holds 232,196 shares. The sale was effected under a pre-arranged Rule 10b5-1 trading plan, meaning it was executed pursuant to a prior trading arrangement rather than as a spontaneous market decision. Footnote disclosure adds that individual trade prices ranged from $22.75 to $23.47 per share.
Finance of America Companies Inc. Chief Investment Officer Jeremy Prahm reported an open-market sale of 5,228 shares of Class A common stock at a weighted average price of $17.832 per share on April 6, 2026. After this transaction, he directly holds 238,196 shares. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 22, 2025, indicating it was scheduled in advance rather than timed discretionarily.
Finance of America Companies Inc. is soliciting proxies for its virtual 2026 Annual Meeting on May 15, 2026 at 9:00 a.m. Eastern Time. Stockholders of record as of March 18, 2026 will vote on electing six directors, an advisory say-on-pay proposal, and ratifying BDO USA, P.C. as auditor for 2026.
The company reports 2025 named executive officer pay, including total compensation of $6.9 million for CEO Graham Fleming, and details long-term incentives such as RSUs, options and change-in-control incentive units. It also discloses 2025 audit fees of $3.1 million and explains the shift from controlled-company status and planned moves to fully independent board committees.
Beach Point Capital Management LP and Beach Point GP LLC filed an amended Schedule 13G/A reporting beneficial ownership of 927,837 shares of Finance of America Companies Inc. Class A Common Stock by each reporting person. The filing states this equals 10.8% of the class, based on 8,551,931 shares outstanding as of March 11, 2026. The shares are held by certain clients, including Beach Point Securitized Credit Fund LP; Beach Point disclaims beneficial ownership and says the Clients own the securities. The form is signed by David Rosenblum, General Counsel, dated April 7, 2026.