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 director Cory Gardner reported equity-based transactions involving restricted stock units and common shares. On May 15, 2026, 4,570 restricted stock units vested and converted into 4,570 shares of Class A Common Stock on a one-for-one basis, with those RSUs reduced to zero.
On May 18, 2026, Gardner received a new grant of 5,094 restricted stock units, each representing a contingent right to receive one share of Class A Common Stock. These 5,094 RSUs will vest on the earlier of May 18, 2027 or the issuer’s next regularly scheduled annual stockholders’ meeting following the grant date.
Finance of America Companies Inc. director Essex Andrew reported equity compensation activity involving restricted stock units (RSUs) and common shares. On May 15, 2026, 4,570 RSUs vested and were exercised into 4,570 shares of Class A Common Stock, leaving that RSU award fully settled.
On May 18, 2026, Andrew received a new grant of 5,094 RSUs, each representing a contingent right to one share of Class A Common Stock. These 5,094 RSUs will vest on the earlier of May 18, 2027 or the company’s next regularly scheduled annual stockholders’ meeting after the grant date, and may be settled in stock, cash, or a combination at the compensation committee’s discretion.
Finance of America Companies Inc. director and ten-percent owner Brian L. Libman reported routine equity compensation activity. On May 15, 2026, 4,570 restricted stock units vested and were exercised into Class A Common Stock, bringing his direct holdings to 35,344 shares. On May 18, 2026, he received a new grant of 5,094 RSUs, each convertible one-for-one into common shares. Footnotes show additional indirect holdings of 1,086,956 shares through an entity where he serves as trustee and 24,173 shares through Libman Family Holdings, LLC, for which he is the sole manager.
Finance of America Companies Inc. filing amends a beneficial ownership disclosure for Leon G. Cooperman. As of the filing, Mr. Cooperman is reported as the beneficial owner of 1,286,068 shares of Class A common stock, representing 15.0% of the class based on 8,551,931 Shares outstanding. The filing states that Convertible Notes held by Capital LP are convertible into 789,473 Shares at a conversion price of $19.00 per Share, but conversion is restricted by a 9.99% blocker that currently prevents conversion.
Finance of America Companies Inc. reported lower results for the quarter ended March 31, 2026. Total revenues were $120.1 million, down from $165.7 million a year earlier, as net fair value gains on loans and related obligations and portfolio interest income declined.
Net income was $35.2 million versus $75.0 million, with net income attributable to controlling interest at $17.5 million. Basic earnings per share were $1.93 compared with $2.97, and diluted earnings per share were $0.88 compared with $2.43.
Total assets rose to $31.3 billion from $30.7 billion, and total equity increased to $438.1 million. Cash and cash equivalents plus restricted cash improved to $376.6 million from $251.9 million, while the company continued to rely heavily on HMBS-related obligations and nonrecourse securitization debt to fund its large reverse mortgage portfolio.
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 $21.3868 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
After this sale, Prahm directly holds 226,968 shares. The filing notes that the sale price reflects multiple trades within a range of $20.68 to $21.89 per share, indicating a routine, programmatic disposition rather than a discretionary block trade.
Finance of America Companies Inc. (FOA) received an amended Schedule 13D from Bloom Retirement Holdings Inc. and Reza Jahangiri. They report beneficial ownership of 1,576,243 shares of Class A common stock, representing 9.49% of the class, with shared voting and dispositive power.
On May 6, 2025, Bloom Retirement Holdings Inc. entered into a Rule 10b5-1 trading plan with Goldman Sachs & Co. LLC. The plan permits the broker to make periodic sales of up to an aggregate 650,000 shares of FOA Class A common stock beginning on June 8, 2026, providing a pre-arranged framework for potential future share sales.
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.