FOA

Finance of America Companies Inc.

Mortgage Bankers & Loan CorrespondentsNYSENon-accelerated filer<br>Smaller reporting company

Total Trades

35

Buys

7

Sells

27

Largest Trade

N/A

Insiders

8

Institutional Funds

47

Inst. Value

$1M+

Activist Filings

39

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Sieffert Kristen NPresidentSELL$1K–$15K750$18.82Mar 4, 2026
Blackstone Tactical Opportunities Associates - NQ L.L.C.10% OwnerSELL$1M+1.6M$10.00Mar 4, 2026
Blackstone Tactical Opportunities Fund - U - NQ L.L.C.10% OwnerSELL$1M+1.6M$10.00Mar 3, 2026
BTO Urban Holdings L.L.C.10% OwnerSELL$1M+1.6M$10.00Mar 3, 2026
Sieffert Kristen NPresidentSELL$15K–$50K750$23.32Feb 4, 2026
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$24.58Jan 21, 2026
Sieffert Kristen NPresidentSELL$15K–$50K750$24.18Jan 6, 2026
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$23.04Dec 18, 2025
Blackstone Tactical Opportunities Associates - NQ L.L.C.10% OwnerSELL$1M+1.6M$10.00Dec 9, 2025
BTO Urban Holdings L.L.C.10% OwnerSELL$1M+1.6M$10.00Dec 9, 2025
Blackstone Tactical Opportunities Fund - U - NQ L.L.C.10% OwnerSELL$1M+1.6M$10.00Dec 9, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$23.50Dec 3, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$22.63Nov 19, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$21.86Nov 5, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$21.34Oct 20, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$25.87Sep 18, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$26.26Sep 4, 2025
COOPERMAN LEON G10% OwnerBUY$1M+51K$21.67Sep 3, 2025
COOPERMAN LEON G10% OwnerBUY$1M+242K$16.10Sep 3, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$23.25Jul 17, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$23.12Jul 3, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$21.35Jun 18, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$21.47Jun 4, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$22.24May 30, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$21.01May 5, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$20.00Apr 25, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$21.09Apr 3, 2025
Sieffert Kristen NPresidentEXERCISEN/A61KApr 3, 2025
Sieffert Kristen NPresidentSELL$15K–$50K750$22.35Mar 21, 2025
Thornock Tai A.Chief Accounting O…SELL$15K–$50K1K$22.35Mar 21, 2025
Blackstone Holdings III L.P.10% OwnerBUY$1M+10.9M$1.38Apr 4, 2023
Blackstone Tactical Opportunities Associates - NQ L.L.C.10% OwnerBUY$1M+10.9M$1.38Apr 4, 2023
BTO Urban Holdings L.L.C.10% OwnerBUY$1M+10.9M$1.38Apr 4, 2023
Blackstone Tactical Opportunities Fund - U - NQ L.L.C.10% OwnerBUY$1M+10.9M$1.38Apr 4, 2023
SAFRA EDMOND10% OwnerBUY$1M+1.1M$1.90Sep 30, 2022
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Institutional Ownership

13F filings as of Dec 31, 2025 · 47 funds holding

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Brian L. Libman

SC 13D/A · Mar 4, 2026

50.8%

9.3M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Mar 3, 2026

0.0%

0 shares

Beach Point Capital Management LP

SC 13G · Feb 13, 2026

8.3%

789K shares

Blue Owl Capital Holdings LP

SC 13G · Feb 12, 2026

9.5%

827K shares

Bloom Retirement Holdings Inc.

SC 13D/A · Dec 30, 2025

9.5%

1.9M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Dec 8, 2025

27.1%

2.8M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Nov 24, 2025

9.5%

2.0M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Nov 17, 2025

43.9%

5.6M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Oct 15, 2025

9.5%

2.1M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Sep 16, 2025

9.5%

2.3M shares

Cooperman Leon G.

SC 13G · Sep 3, 2025

11.6%

1.3M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Aug 8, 2025

9.5%

2.4M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Aug 6, 2025

35.2%

5.6M shares

Bloom Retirement Holdings Inc.

SC 13D/A · May 28, 2025

9.5%

2.5M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Mar 19, 2025

9.5%

2.6M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Mar 3, 2025

9.5%

2.6M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Jan 13, 2025

9.5%

2.8M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Dec 26, 2024

9.5%

2.9M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Dec 12, 2024

9.5%

3.0M shares

Bloom Retirement Holdings Inc.

SC 13D/A · Nov 21, 2024

9.5%

3.2M shares

Brian L. Libman 2.

SC 13D/A · Nov 4, 2024

929.1M shares

Brian L. Libman 2.

SC 13D/A · Jul 26, 2024

808.7M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Jul 26, 2024

37.9%

5.6M shares

Brian L. Libman 2.

SC 13D/A · Apr 3, 2024

8.1B shares

BTO Urban Holdings L.L.C. 2.

SC 13D/A · Apr 3, 2024

5.6B shares

Bloom Retirement Holdings Inc.

SC 13D/A · Jan 16, 2024

9.5%

33.9M shares

Bloom Retirement Holdings Inc.

SC 13D · Apr 10, 2023

28.4%

33.9M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Apr 4, 2023

42.0%

56.3M shares

Brian L. Libman

SC 13D/A · Apr 4, 2023

52.3%

81.5M shares

Brian L. Libman

SC 13D/A · Jan 4, 2023

53.5%

72.1M shares

Brian L. Libman

SC 13D/A · Dec 7, 2022

53.5%

72.1M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Dec 7, 2022

44.1%

49.6M shares

Adage Capital Partners, L.P.

SC 13G · Dec 5, 2022

5.5%

3.4M shares

Brian L. Libman

SC 13D/A · Aug 10, 2022

53.7%

72.1M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Aug 10, 2022

44.2%

49.6M shares

Brian L. Libman

SC 13D/A · Apr 5, 2022

54.5%

72.4M shares

BTO Urban Holdings L.L.C.

SC 13D/A · Apr 5, 2022

45.0%

49.8M shares

Edmond Safra

SC 13G/A · Feb 14, 2022

12.2%

7.2M shares

D1 Capital Partners L.P.

SC 13G/A · Jan 10, 2022

0.0%

0 shares

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