Welcome to our dedicated page for Finance Of America Companies SEC filings (Ticker: FOACW), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Finance Of America Companies's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Finance Of America Companies's regulatory disclosures and financial reporting.
Finance of America Companies Inc. entered into issuer repurchase transactions with Blackstone-affiliated holders on December 4, 2025 at $10 per share or unit. According to the filing, the company repurchased Class A common stock from entities including Urban Holdings LLC, BFTO LP and Urban Holdings II LP, with individual transactions such as 385,855 shares and 1,208,126 shares reported as sold at $10 per share. The report also shows sales of LLC units of Finance of America Equity Capital LLC, each exchangeable one-for-one into Class A common stock under an existing exchange agreement whose rights do not expire. The transactions were carried out under an Amended and Restated Repurchase Agreement dated November 13, 2025, and are reported as indirect beneficial ownership changes by various Blackstone Tactical Opportunities funds and related entities.
Finance of America Companies Inc. (FOA) reported insider transactions involving Blackstone-affiliated entities on a Form 4. On 12/04/2025, the issuer repurchased Class A common stock and related LLC units from entities including Urban Holdings LLC, BFTO LP and Urban Holdings II LP at $10 per share under an Amended and Restated Repurchase Agreement dated November 13, 2025.
The transactions included sales of Class A common stock and exchanges of LLC units of Finance of America Equity Capital LLC that are convertible into Class A common stock on a one-for-one basis, with exchange rights that do not expire. The reporting persons are described as directors and 10% owners, and several Blackstone funds and related entities are listed as indirect holders and controlling parties.
Finance of America Companies Inc. is the subject of an Amendment No. 10 to a Schedule 13D from Blackstone-affiliated investors updating their ownership after a major repurchase. On December 4, 2025, the company repurchased from the reporting persons an aggregate of 1,596,142 shares of Class A common stock and 2,418,767 Class A LLC Units for $10.00 per share or unit under an amended and restated repurchase agreement. Following this, several Blackstone entities report beneficial ownership positions, including Blackstone Holdings II L.P. with 4,014,908 shares of Class A common stock, representing 38.9% of the class. Together with Brian Libman and his affiliates, the reporting persons state they may be deemed to beneficially own 13,316,267 shares, or 72.1% of the outstanding Class A common stock, based on 7,891,348 shares outstanding as of November 7, 2025, adjusted for shares issuable upon conversion of FoA Units.
Finance of America Companies Inc. (FOA) reported an insider stock transaction by its President, Kristen N. Sieffert. On 12/01/2025, she sold 750 shares of Class A common stock in an open market sale coded as "S". The shares were sold at a price of $23.50 per share under a pre-arranged Rule 10b5-1 trading plan adopted on December 13, 2024. After this transaction, she beneficially owns 81,049 shares of Class A common stock in direct ownership.
Finance of America Companies, Inc. stockholder Kristen Sieffert has filed a Form 144 notice to sell 750 shares of common stock through Wells Fargo Clearing Services on the NYSE, with an aggregate market value of $17,618.00. These shares relate to restricted stock units originally acquired from the issuer on September 29, 2021.
Over the past three months, Sieffert has already sold 750 shares of Finance of America Companies, Inc. stock on each of September 2, October 1, and November 3, 2025, with gross proceeds of $19,688.00, $16,568.00, and $16,388.00 respectively.
Bloom Retirement Holdings Inc. and Reza Jahangiri updated their ownership in Finance of America Companies Inc. (FOA), reporting beneficial ownership of 1,995,608 shares of Class A common stock as of November 20, 2025, equal to 9.49% of the class based on 7,891,348 shares outstanding as of November 7, 2025. Bloom is the record holder of 196,001 Class A shares and 1,799,607 FOAEC Units, each exchangeable into one Class A share. Issuance of FOAEC Units is limited by a 9.49% ownership cap until certain consents and approvals, defined as the Control Condition, are satisfied. Since their prior report, Bloom sold 126,173 Class A shares in open-market transactions under a 2025 10b5-1 trading plan and made a gift of 4,310 shares on November 12, 2025.
Finance of America Companies Inc. (FOA) received an updated Schedule 13D/A (Amendment No. 9) from Blackstone-affiliated investors outlining their ownership and a revised share repurchase agreement. Blackstone-related entities and Stephen A. Schwarzman report beneficial ownership of 8,029,817 shares of Class A common stock, representing 63.1% of the class, with part of this stake issuable upon conversion of FoA Units. Together with Brian Libman and his affiliates, the group may be deemed to beneficially own 17,331,176 shares, or 83.0% of the outstanding Class A stock. The amended and restated repurchase agreement provides for FOA to repurchase the “Sold Equity” in two closings at $10.00 per share, with a 15.00% per annum price increase for later closing amounts and a $10,037,271.20 premium if the first closing does not occur by December 4, 2025, and sets an outside date of February 27, 2026 for the second closing, subject to customary conditions and termination rights.
FOA shareholder Tai A. Thornock filed a Form 144 notice to sell 1,100 Class A shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $24,893. The filing notes that 7,891,348 Class A shares were outstanding at the time.
The 1,100 shares to be sold were acquired on 04/01/2024 through restricted stock vesting from the issuer as compensation. Over the past three months, Thornock has already sold 1,100 Class A shares on each of 08/18/2025, 09/16/2025, and 10/16/2025, for gross proceeds of $29,931, $28,457, and $23,474, respectively.
Finance of America (FOA) reported a Form 4 for its Chief Executive Officer, detailing an award of 700,000 Class B Units of Finance of America Equity Capital LLC on 11/12/2025 (code A) at a price of $0.
These units vest only upon a Change in Control, subject to continued employment. Upon vesting, each Class B Unit converts into Class A Units with value equal to any “Spread Value,” defined as the amount by which the fair market value of FOA Class A Common Stock exceeds $23.01 on the vesting date. The board may settle the Spread Value in cash, Class A Units, or a combination. After conversion, each Class A Unit is exchangeable for one share of FOA Class A Common Stock at the holder’s election.
Finance of America Companies Inc. (FOA) reported an insider equity award. President Kristen N. Sieffert acquired 400,000 Class B Units of Finance of America Equity Capital LLC on 11/12/2025.
The derivative award carries a $0 exercise price and an expiration date of 11/12/2030. The units vest only upon the consummation of a Change in Control, subject to continued employment. Upon vesting, each Class B Unit converts into Class A Units with value equal to any spread above $23.01 per share and may be settled in cash, Class A Units, or a combination at the Board’s discretion. After conversion, each Class A Unit is exchangeable on the vesting date into one share of Class A Common Stock at the reporting person’s election.