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.
Amendment No. 10 to the Schedule 13D discloses that Bloom Retirement Holdings Inc. and Reza Jahangiri may be deemed to beneficially own 2,410,533 shares of Finance of America Companies Inc. Class A common stock, equal to 9.49% of the Class A based on 11,059,266 shares outstanding as of May 16, 2025. Bloom is the record holder of 610,926 shares and holds 1,799,607 FOAEC Units; each FOAEC Unit is exchangeable one-for-one into Class A Common Stock, but issuance of units is limited so Bloom's ownership does not exceed 9.49% until specified consents and approvals (the "Control Condition") are satisfied. The filing also reports Bloom disposed of 134,012 shares in open-market transactions under a 2025 10b5-1 Trading Plan, with transaction details provided in Annex A. This amendment supplements the Schedule 13D originally filed April 10, 2023.
Blackstone exit plan: On 4 Aug 2025 Finance of America Companies Inc. (FOA) signed a Repurchase Agreement to buy back all equity—Class A & B shares, FoA Units and earn-out rights—held by designated Blackstone Tactical Opportunities vehicles (“Blackstone Repurchase Investors”). Closing cannot occur sooner than 105 days after signing and requires a solvency opinion. Blackstone may terminate if the deal is not completed by 6 Dec 2025; FOA may walk away after 28 Feb 2026. Failure to close by 6 Dec 2025 also allows Blackstone to sell its stake to third parties. During the pendency, FOA and its subsidiaries face cash-usage limitations.
Current ownership: Various Blackstone entities collectively report beneficial ownership of up to 8,029,817 Class A shares—50.5 % of the 11,059,266 shares outstanding as of 16 May 2025—assuming conversion of FoA Units. Together with founder Brian Libman and affiliates, the group may control 17,321,176 shares, or 72.0 % of the class.
No transactions by the Reporting Persons occurred in the past 60 days. The amendment mainly updates Item 4 (Repurchase Agreement), revises Item 5 ownership data and adds the Repurchase Agreement as Exhibit K.
Finance of America Companies Inc. (FOA) – Form 144 filing
Insider Kristen Sieffert has filed notice to sell 750 common shares through Wells Fargo Clearing on or after 01 Aug 2025. Based on the filing’s stated market price, the proposed sale is valued at $15,707.26. The company has 11,059,266 shares outstanding, so the planned disposal represents roughly 0.007 % of total shares.
The filer previously sold 2,250 shares in three equal blocks of 750 shares each on 1 May, 2 Jun and 1 Jul 2025, generating total gross proceeds of approximately $49,178. The shares being sold were acquired as RSUs on 29 Sep 2021. No relationship to the issuer is disclosed in the snippet provided and no additional material information about FOA’s operations or financial performance accompanies the filing.
Form 144 is a routine notice and does not, by itself, indicate bullish or bearish fundamentals. Given the small size relative to float and absence of new corporate disclosures, the market impact is expected to be minimal.