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.
Finance of America Companies Inc. filings document a public home-equity finance company with Class A common stock listed under FOA. Its earnings-related Form 8-K reports disclose funded volume, revenue, net income, adjusted measures, origination economics, fair value effects and capital markets activity tied to reverse mortgage and retirement-solution lending.
Other SEC materials cover annual meeting governance, shareholder voting matters, officer-transition reporting and material definitive agreements. Recent capital-structure filings describe the Series A Convertible Perpetual Preferred Stock, related registration rights and financing arrangements with funds managed by Blue Owl.
Finance of America Companies Inc. (FOA) reported that Chief Investment Officer Jeremy Prahm sold 6,000 shares of Class A common stock on September 8, 2026 at a weighted average price of $16.8194 per share. The sale was made under a Rule 10b5-1 trading plan adopted on December 22, 2025, and he now holds 167,856 shares directly.
Finance of America Companies Inc. (FOA) reports that President Kristen N. Sieffert sold 750 shares of Class A Common Stock on September 1, 2026 in an open-market transaction under a Rule 10b5-1 trading plan. The weighted average sale price was about $17.5507 per share, with prices ranging from $17.5501 to $17.56. Following this sale, she directly holds 124,762 shares of FOA common stock.
Finance of America Companies Inc. (FOA) received a Rule 144 notice indicating that officer Kristen N. Sieffert may sell 750 shares of common stock through Wells Fargo Clearing Services, with an indicated market value of $13,155.78 and an intended sale date of September 1, 2026 on the NYSE. The shares relate to RSUs granted on April 1, 2022. The notice also lists prior sales of 750 shares each on June 1, 2026, July 1, 2026, and August 3, 2026, with reported proceeds for each transaction.
Finance of America Companies Inc. (FOA) reported that Chief Investment Officer Jeremy Prahm sold 6,000 shares of Class A Common Stock on 2026-08-24 in an open market or private transaction. The shares were sold at a weighted average price of $19.8691 per share, with individual trade prices ranging from $19.78 to $20.01. Following this sale, Prahm directly owns 173,856 shares of FOA common stock. The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Prahm on 2025-12-22.
Finance of America Companies Inc. Chief Investment Officer Jeremy Prahm reported selling 6,000 shares of Class A Common Stock on August 10, 2026, in open-market or private transactions at a weighted average price of $21.7337 per share. The sales were executed under a Rule 10b5-1 trading plan adopted on December 22, 2025, and were made in multiple trades at prices ranging from $21.52 to $22.78 per share. Following these transactions, Prahm directly holds 179,856 shares of the company’s Class A Common Stock.
Finance of America Companies Inc. Chief Investment Officer Jeremy Prahm reported a sale of 6,000 shares of Class A Common Stock on August 6, 2026. The shares were sold at a weighted average price of $22.2568 per share in transactions ranging from $22.00 to $22.60. Following this Rule 10b5-1 plan trade, Prahm directly holds 185,856 shares of Class A Common Stock.
Finance of America Companies Inc. reported a consolidated net loss of $28.9 million for the quarter ended June 30, 2026, versus net income of $79.8 million a year earlier, as total revenues fell to $62.5 million from $177.4 million. The decline was driven largely by much smaller net fair value gains on loans and related obligations ($12.5 million versus $126.4 million) and negative fair value changes from market inputs, while expenses rose to $106.1 million. After a $42.2 million income tax benefit, net income attributable to controlling interest was $2.1 million, with basic EPS of $0.10.
For the first half of 2026, revenues were $182.6 million (down from $343.1 million) and net income attributable to controlling interest was $19.6 million, compared with $65.1 million in 2025. The Retirement Solutions segment remained profitable, but Portfolio Management results were significantly weaker than a year earlier, reflecting the swing in fair value marks.
Total assets rose to $37.3 billion and equity to $406.7 million, supported by a larger reverse-mortgage portfolio with $34.5 billion of owned loans outstanding. On June 30, 2026, the company’s FAR subsidiary acquired Onity Mortgage’s reverse mortgage origination and servicing assets, adding $5.63 billion of HECM-related loans and assuming $5.51 billion of HMBS obligations for total consideration of $123.9 million, accounted for as an asset acquisition with no goodwill. Cash and restricted cash were $340.5 million, and the company states it was in compliance with key financing covenants. A $33.8 million release of valuation allowances on deferred tax assets contributed to the tax benefit.
Bloom Retirement Holdings Inc. and Reza Jahangiri report beneficial ownership of 1,481,039 shares of Finance of America Companies Inc. Class A common stock, representing 9.49% of the class as of August 5, 2026. This percentage is based on 8,936,570 Class A shares outstanding as of June 26, 2026.
Bloom Retirement Holdings is the record holder of 571,175 Class A shares and 909,864 FOAEC Units, each exchangeable one-for-one into Class A stock, with issuances limited by a 9.49% ownership "Control Condition" under an Asset Purchase Agreement. An amended and restated charter effective July 31, 2026 reclassified Class B shares so that each FOAEC Unit corresponds to one Class B share with one vote. In the last 60 days, Bloom Retirement Holdings disposed of 95,204 shares in open-market transactions under a 2026 10b5-1 Trading Plan and made gifts of 720 and 1,931 shares.
Finance of America Companies Inc. president Kristen N. Sieffert reported an open-market sale of 750 shares of Class A common stock on August 3, 2026, at an average price of $23.6084 per share. The transaction was effected under a Rule 10b5-1 trading plan adopted December 13, 2024, and Sieffert now directly holds 125,512 shares.
Finance of America Companies reported Q2 2026 results with funded home-equity volume of $730 million, up 21% year over year. Consolidated total revenues were $62 million and pre-tax loss from continuing operations was $71 million, leading to a net loss from continuing operations of $29 million.
Net income attributable to Class A common stockholders was $1 million, or $0.10 basic earnings per share, while diluted loss per share was $(1.28). On a non-GAAP basis, adjusted net income was $19 million, adjusted earnings per share were $0.84 (53% higher than Q2 2025), and adjusted EBITDA was $35 million. Year to date, adjusted earnings per share were $1.94, 81% above the first half of 2025.
As of June 30, 2026, cash and equivalents were $85 million and total equity was $407 million, including $297 million attributable to common stock, or $33.20 book value per common share. Tangible equity was $246 million, or $13.31 per share, and the company completed acquisition of the Onity HECM servicing portfolio, increasing securitized loan balances and assets under management.