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. filed a Form 144 disclosing sales of common stock by a reporting person.
The filing lists Kristen Sieffert as the reporting person and shows three transactions of 750 shares each on 12/01/2025, 01/02/2026 and 02/02/2026. The entry also references RSU's with a grant date of 04/01/2022.
Finance of America Companies Inc. registered for resale up to 50,000 shares of Series A Convertible Perpetual Preferred Stock and up to 2,326,190 shares of Class A Common Stock issuable upon conversion of those preferred shares.
The registration is for sales by the selling stockholders (resale only); the Company will not receive proceeds. The prospectus discloses an initial conversion price of $35.00 per share for the Series A Preferred Stock, conversion mechanics, voting and beneficial ownership limits, and that 10,148,073 vested shares of Class A Common Stock were outstanding as of February 24, 2026.
Finance of America Companies Inc. has filed a resale shelf registration covering up to 50,000 shares of its Series A Convertible Perpetual Preferred Stock and up to 2,326,190 shares of Class A common stock issuable upon conversion of that preferred stock.
The shares may be sold from time to time by selling stockholders affiliated with Blue Owl Capital Holdings LP, using various sale methods described in the plan of distribution. Finance of America is not selling any shares in this offering and will not receive proceeds from stockholder sales.
The Series A Preferred Stock, which ranks senior to common stock for dividends and liquidation, carries an initial 9.0% cash dividend rate, rising over time, and is convertible at an initial price of $35.00 per share, subject to anti-dilution and ownership limits.
Beach Point Capital Management LP and Beach Point GP LLC report beneficial ownership of 789,399 shares of Finance of America Companies Inc. Class A common stock, representing 8.3% of the class. This percentage is based on 9,495,486 shares outstanding as of December 10, 2025, from a prior company filing.
The shares are held by certain investment clients, including Beach Point Securitized Credit Fund LP, for which Beach Point acts as investment adviser. Beach Point has shared voting and dispositive power over these shares, but both entities formally disclaim beneficial ownership and state the holdings are in the ordinary course of business, not to influence control of the company.
Finance of America Companies Inc. (FOA) received a Schedule 13G from Blue Owl Capital Holdings LP, disclosing beneficial ownership of 827,409 shares of Class A common stock, representing 9.49% of the class. These shares are issuable upon conversion of 50,000 shares of Series A Convertible Perpetual Preferred Stock, subject to a conversion blocker that limits beneficial ownership to 9.4%, even though the preferred could otherwise convert into 1,428,571 common shares as of December 31, 2025. Blue Owl reports sole voting and dispositive power over all 827,409 shares and certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the company.
Finance of America Companies Inc. President Kristen N. Sieffert reported a sale of Class A common stock. On 02/02/2026, she sold 750 shares at a price of $23.32 per share under transaction code "S" (sale).
After this transaction, Sieffert beneficially owned 79,549 shares of Class A common stock in direct form. The sale was effected pursuant to a Rule 10b5-1 trading plan that she adopted on December 13, 2024, and the shares were sold in multiple transactions, each at $23.32.
Finance of America Companies, Inc. has a notice of proposed sale under Rule 144 for 750 shares of its common stock, to be sold through Wells Fargo Clearing Services on the NYSE around 02/02/2026, with an aggregate market value of 17,483.00.
The filing lists 7,891,348 shares outstanding and shows that the same seller, Kristen Sieffert, sold 750 shares on each of 11/03/2025, 12/01/2025, and 01/02/2026, with gross proceeds of 16,388.00, 17,618.00, and 18,128.00 respectively.
Finance of America Companies Inc. (FOA) insider activity: Chief Accounting Officer Tai A. Thornock reported selling 1,100 shares of Class A common stock on January 16, 2026 at a price of $24.58 per share. The filing states that this sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on December 4, 2024 and amended on December 13, 2024, which is designed to allow insiders to sell shares according to a set schedule. After this transaction, Thornock beneficially owned 10,650 shares of Class A common stock, held directly.
FOA received a Rule 144 notice covering a proposed sale of 1,100 Class A shares through Fidelity Brokerage Services LLC on or about 01/16/2026 on the NYSE, with an aggregate market value of 27,038.00. The filing notes that 7,891,348 Class A shares are outstanding.
The 1,100 shares to be sold were acquired on 04/01/2024 via restricted stock vesting from the issuer as compensation. The seller is identified as Tai A. Thornock.
Over the past three months, the same seller reported three prior sales of 1,100 Class A shares each: on 10/16/2025 for gross proceeds of 23,474.00, on 11/17/2025 for 24,893.00, and on 12/16/2025 for 25,344.00.