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. president Kristen N. Sieffert reported an open-market sale of 750 shares of Class A common stock at a price of $18.82 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 13, 2024. After this sale on March 2, 2026, she directly owns 78,799 shares.
Brian Libman and Libman Family Holdings, LLC updated their ownership disclosure for Finance of America Companies Inc. They report beneficial ownership of 9,301,359 shares of Class A common stock, representing 50.81% of the class, based on 10,148,073 shares outstanding as of February 24, 2026.
The filing explains that this stake includes 6,955,056 FoA Units, 1,141,903 Class A shares, 879,190 Earnout Rights and New Exchangeable Notes exchangeable for 1,204,400 Class A shares. A separate line item shows Libman Family Holdings with 9,246,412 shares, or 50.51% of the class.
The amendment also notes that affiliates of Blackstone Inc. disposed of the remainder of their Class A holdings on February 27, 2026, so the reporting persons are no longer deemed part of a group with Blackstone for Schedule 13D purposes.
Finance of America Companies Inc. reported a significant insider transaction involving entities affiliated with Blackstone that are 10% owners. On February 27, 2026, they sold an aggregate 4,014,910 securities, including LLC units of Finance of America Equity Capital LLC and Class A and Class B common stock, generally at $10.00 per security.
The securities had been held indirectly through entities such as Urban Holdings LLC, BFTO LP and Urban Holdings II LP, and were repurchased by the company under an Amended and Restated Repurchase Agreement dated November 13, 2025. A related exchange agreement allowed LLC units to be swapped one-for-one into Class A common stock with no expiration.
Finance of America Companies Inc. and a group of Blackstone-affiliated funds have completed a major clean-up of their relationship through an issuer share repurchase. On February 27, 2026, the company repurchased from the reporting persons 1,596,142 shares of Class A common stock and 2,418,766 Class A LLC Units at $10.00 per share or unit, plus 2 shares of Class B common stock and 857,760 Earnout Rights for no consideration, under a Second Closing to an Amended and Restated Repurchase Agreement.
Following these transactions, every Blackstone-related reporting entity listed in the filing reports 0 shares beneficially owned and 0% of the Class A common stock, with no voting or dispositive power. The group states it no longer owns any issuer equity securities and has ceased to be a beneficial owner of more than five percent of the outstanding Class A common stock as of February 27, 2026, and is no longer deemed to be part of a group with Mr. Libman.
Finance of America Companies Inc. reported significant insider activity by entities affiliated with Blackstone. On February 27, 2026, Urban Holdings LLC, Urban Holdings II LP and BFTO LP, each indirectly associated with the reporting persons, executed open-market sales of LLC Units of Finance of America Equity Capital LLC and Class A and Class B common stock.
These transactions totaled 4,014,910 securities sold, with reported sale prices of $10.00 per unit or share for the LLC units and Class A common stock. After these sales, the Form 4 shows zero remaining holdings for the reported securities for the relevant entities, and the footnotes state that most Blackstone-affiliated reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
Finance of America Companies Inc. reported a set of insider transactions in which entities affiliated with Blackstone’s tactical opportunities funds sold an aggregate of 4,014,910 securities tied to the company on February 27, 2026.
The sales included LLC Units of Finance of America Equity Capital LLC and shares of Class A and Class B common stock, generally at a reported price of $10.00 per unit or share. According to the disclosure, these securities were repurchased by the issuer under an amended and restated repurchase agreement, and the reporting entities’ holdings in the reported classes dropped to zero following the transactions.
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.