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., 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.
Finance of America Companies Inc. announced that Chief Accounting Officer and principal accounting officer Tai A. Thornock has notified the company of his retirement, effective May 15, 2026. The filing states that his retirement is not due to any disagreement with the company, its management, or its Board of Directors.
Following his retirement, Chief Financial Officer Matthew A. Engel will also serve as the company’s principal accounting officer, combining the principal financial officer and principal accounting officer roles. Mr. Thornock may remain as a consultant for a transitional period, as mutually agreed.
Finance of America Companies Inc. Chief Accounting Officer Tai A. Thornock reported equity compensation activity involving Class A common stock and restricted stock units on April 1, 2026. Thornock exercised equity awards to acquire a total of 16,360 shares of Class A common stock, moving these from restricted stock units into direct share ownership.
To cover tax obligations tied to these settlements, 5,053 shares of Class A common stock were withheld at a price of $16.60 per share, a non-market, tax-withholding disposition. After these transactions, Thornock directly owned 21,957 shares of Class A common stock.
On the same date, Thornock also received a grant of 13,539 restricted stock units, each representing a contingent right to one share of Class A common stock. These new RSUs vest in one-third increments on the first, second, and third anniversaries of April 1, 2026, subject to continued employment and settlement in stock or cash at the compensation committee’s discretion.