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. Chief Investment Officer Jeremy Prahm reported multiple equity compensation transactions in Class A common stock. On April 1, 2026, he exercised restricted stock units into 139,947 shares of Class A common stock and had 63,817 shares withheld at $16.60 per share to cover tax obligations.
He also received a grant of 87,209 new restricted stock units, each representing a contingent right to one share of Class A common stock, vesting in one-third increments on the first, second, and third anniversaries of April 1, 2026, subject to continued employment. Following these transactions, he directly holds 243,424 shares of Class A common stock, and certain remaining restricted stock units are scheduled to vest on future anniversaries of April 1, 2024 and April 1, 2025.
Finance of America Companies Inc. President Kristen N. Sieffert reported a mix of equity award activity and a small share sale. On April 1, 2026, she exercised restricted stock units into a total of 84,469 shares of Class A common stock and received a new grant of 72,674 restricted stock units as compensation.
To cover taxes on these settlements, 34,006 shares of common stock were withheld at prices of $16.60 per share. She also sold 750 shares of common stock at $16.63 per share in an open-market transaction made under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, she directly holds 128,512 shares of Class A common stock.
Finance of America Companies Inc. Chief Executive Officer Graham Fleming reported several stock-based compensation transactions dated April 1, 2026. He exercised restricted stock units into a total of 139,947 shares of Class A common stock, and 52,332 shares were withheld at $16.60 per share to cover tax obligations.
Following these exercises and withholdings, Fleming directly held 292,248 shares of Class A common stock, plus 2,000 shares held indirectly by a trust. He also received a new grant of 87,209 restricted stock units, which vest in one-third increments on the first, second, and third anniversaries of April 1, 2026, subject to continued employment.
The filing notifies a Section 144 sale involving Common shares of Finance of America Companies (FOA). It lists 750 shares tied to RSUs as the security to be sold and records three prior secondary sales of 750 shares each on 01/02/2026, 02/02/2026, and 03/02/2026 with proceeds shown.
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 $17.5032 per share. After this transaction, he directly holds 167,294 shares. The sale was effected under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person.
Finance of America Companies Inc. Chief Financial Officer Matthew A. Engel purchased 10,600 shares of Class A Common Stock in an open-market transaction at a weighted average price of $16.453 per share on March 13, 2026.
The purchases occurred in multiple trades at prices ranging from $16.25 to $16.75 per share, and the reported price has been rounded to three decimal places. Following this transaction, Engel directly holds 33,436 shares of Class A Common Stock.
Finance of America Companies Inc. reported an insider transaction by 10% owner Leon G. Cooperman, involving an indirect open-market purchase of 28 shares of Class A common stock at $16.10 per share. The shares are held in the account of Omega Capital Partners, L.P., a private investment entity over which he has investment discretion, with 1,267,718 shares indirectly owned after the trade. Additional small direct and indirect holdings are reported in various family and retirement accounts, with beneficial ownership broadly disclaimed except for any pecuniary interest.
Finance of America Companies Inc. details its 2025 performance and strategy as a specialized provider of home equity-based retirement financing, focused on reverse mortgages and new traditional home equity loans for homeowners aged 55 and over.
The company reports 2025 revenue of $497 million, including $253 million from its Retirement Solutions segment, and net income of $103 million after prior years of losses. It highlights heavy use of fair value accounting, significant interest-rate sensitivity, and geographic concentration, with 44% of reverse mortgage balances tied to California properties as of December 31, 2025.
FOA emphasizes growth initiatives such as AI-driven tools, a national marketing rebrand, and strategic partnerships with Better, PHH, and Blue Owl, including a commitment from Blue Owl to purchase up to $2.5 billion in loans. As of December 31, 2025, it cites $1.7 billion in loan funding capacity across 15 facilities and $0.6 billion in liquidity sources, while warning about substantial leverage, upcoming 2026 debt repayments, cybersecurity risks, and extensive regulatory oversight.
Finance of America Companies Inc. reported a sharp turnaround in 2025, with $110 million in net income from continuing operations and basic earnings per share of $5.04, a 175% increase from 2024. Adjusted net income rose to $74 million and adjusted earnings per share reached $3.04, above the stated guidance range.
Full-year funded volume grew 24% to $2.4 billion, driving a 23% revenue increase in the Retirement Solutions segment and a 318% jump in its pre-tax income to $46 million. Portfolio Management pre-tax income rose 136% to $198 million. Cash and cash equivalents increased to $90 million and total equity to $396 million. The company announced an agreement to acquire PHH Mortgage’s reverse mortgage servicing portfolio, a $2.5 billion strategic partnership and $50 million preferred equity investment from Blue Owl, repaid higher-cost working capital facilities, and repurchased $80 million of Blackstone’s equity interest.