FOA SEC-arkivering - Finance of America Companies Inc.- Årsrapport, fuldmagtserklæring, prospekt

Grundlæggende statistik

LEI	549300L27FRJX5X0I090
CIK	1828937

SEC Filings

All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Finance of America Companies Inc.

SEC Filings (Chronological Order)

Denne side giver en komplet, kronologisk liste over SEC-arkiveringer, eksklusive ejerskabsregistreringer, som vi leverer andre steder.

May 21, 2026	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 15, 2026 FINANCE OF AMERICA C UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 15, 2026 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Com
May 11, 2026	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
May 5, 2026	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2026 FINANCE OF AMERICA CO UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2026 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Comm
May 5, 2026	EX-99.1	FINANCE OF AMERICA REPORTS FIRST QUARTER 2026 RESULTS – $1.93 in basic earnings per share or $35 million of net income for the quarter – – $1.10 in adjusted earnings per share(1) or $26 million of adjusted net income(1) for the quarter, and outpacing FINANCE OF AMERICA REPORTS FIRST QUARTER 2026 RESULTS – $1.93 in basic earnings per share or $35 million of net income for the quarter – – $1.10 in adjusted earnings per share(1) or $26 million of adjusted net income(1) for the quarter, and outpacing consensus estimates – – $44 million of Adjusted EBITDA(1) for the quarter – Plano, Texas (May 5, 2026): Finance of America Companies Inc. (“Finance o
May 5, 2026	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2026 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2026 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
April 7, 2026	ARS	ARS ©2026 Finance of America Companies 2025 Annual ReportUNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.
April 7, 2026	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rul
April 3, 2026	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2026 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2026 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Co
March 13, 2026	EX-10.4	Exhibit 10.4 SECOND AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF FINANCE OF AMERICA EQUITY CAPITAL LLC Dated as of December 15, 2025 THE UNITS CONSTITUTING LIMITED LIABILITY COMPANY INTERESTS OF FINANCE OF AMERICA EQUITY CAPITAL LLC HA exhibit104-secondandamen Exhibit 10.4 SECOND AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF FINANCE OF AMERICA EQUITY CAPITAL LLC Dated as of December 15, 2025 THE UNITS CONSTITUTING LIMITED LIABILITY COMPANY INTERESTS OF FINANCE OF AMERICA EQUITY CAPITAL LLC HAVE NOT BEEN REGISTERED UNDER THE U.S. SECURITIES ACT OF 1933, AS AMENDED (THE “SECURITIES ACT”), THE SECURITIES LAWS OF ANY S
March 13, 2026	EX-4.4	DESCRIPTION OF CAPITAL STOCK Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK The following description provides a summary of the Class A Common Stock, Class B Common Stock, Series A Preferred Stock, preferred stock and Warrants of Finance of America Companies Inc. ("we," "our," or the "Company"). This summary is subject to the General Corporation Law of the State of Delaware (the “DGCL”) and the complete text of our Amended and Rest
March 13, 2026	S-8	As filed with the Securities and Exchange Commission on March 13, 2026 As filed with the Securities and Exchange Commission on March 13, 2026 Registration No.
March 13, 2026	EX-10.23	Exhibit 10.23 Certain information marked “[]” has been omitted in accordance with Item 601(b)(10) of Regulation S-K because it is both not material and is the type of information that the registrant treats as private or confidential. REVERSE MORTGAG exhibit1023-reversemortg Exhibit 10.23 Certain information marked “[]” has been omitted in accordance with Item 601(b)(10) of Regulation S-K because it is both not material and is the type of information that the registrant treats as private or confidential. REVERSE MORTGAGE SERVICING RIGHTS PURCHASE AND SALE AGREEMENT by and among PHH MORTGAGE CORPORATION (Seller), and FINANCE OF AMERICA REVERSE
March 13, 2026	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF AMER
March 13, 2026	EX-FILING FEES	Calculation of Filing Fee Tables Form S-8 (Form Type) Finance of America Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Exhibit 107.1 Calculation of Filing Fee Tables Form S-8 (Form Type) Finance of America Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee (1) Equity Class A Com
March 13, 2026	EX-10.22	Certain information marked “[]” has been omitted in accordance with Item 601(b)(10) of Regulation S-K because it is both not material and is the type of information that the registrant treats as private or confidential. ASSET PURCHASE AGREEMENT date Exhibit 10.22 Certain information marked “[]” has been omitted in accordance with Item 601(b)(10) of Regulation S-K because it is both not material and is the type of information that the registrant treats as private or confidential. ASSET PURCHASE AGREEMENT dated as of November 17, 2025, by and between PHH MORTGAGE CORPORATION, as Seller and FINANCE OF AMERICA REVERSE LLC, as Purchaser TABLE OF
March 13, 2026	EX-21.1	LIST OF SUBSIDIARIES Exhibit 21.1 LIST OF SUBSIDIARIES The following entities are subsidiaries of Finance of America Companies Inc. as of December 31, 2025: Name Jurisdiction of Organization or Incorporation Finance of America Equity Capital LLC Delaware Finance of America Funding LLC Delaware Finance of America Holdings LLC Delaware Finance of America Mortgage LLC Delaware Finance of America Reverse LLC Delaware Ince
March 10, 2026	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2026 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2026 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
March 10, 2026	EX-99.1	FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS – $5.04 in basic earnings per share or $110 million of net income from continuing operations for the year, up 175% year over year – – $3.04 in adjusted earnings per share(1) or $74 FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS – $5.04 in basic earnings per share or $110 million of net income from continuing operations for the year, up 175% year over year – – $3.04 in adjusted earnings per share(1) or $74 million of adjusted net income(1) for the year, up 429% year over year – – Funded volume of $2.4 billion for the year, representing a 24% increase fro
February 26, 2026	424B3	50,000 Shares of Series A Convertible Perpetual Preferred Stock 2,326,190 Shares of Class A Common Stock underlying Series A Convertible Perpetual Preferred Stock Filed Pursuant to Rule 424(b)(3) Registration Statement No: 333-293476 PROSPECTUS 50,000 Shares of Series A Convertible Perpetual Preferred Stock 2,326,190 Shares of Class A Common Stock underlying Series A Convertible Perpetual Preferred Stock This prospectus relates to the offer and sale, from time to time, by the selling stockholders named herein, of an aggregate of up to 50,000 shares of Series A Convertible Perpetual Preferred Stock, par value $0.
February 23, 2026	CORRESP	Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 February 23, 2026 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Madeleine Joy Mateo Re: Finance of America Companies Inc. Registration Statement on Form S-3 File No. 333-293476 Ladies and Gentlemen: Pursuant to Rule 461 under the S
February 19, 2026	LETTER	LETTER February 19, 2026 Graham A. Fleming Chief Executive Officer Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, TX 75024 Re: Finance of America Companies Inc. Registration Statement on Form S-3 Filed on February 13, 2026 File No. 333-293476 Dear Graham A. Fleming: This is to advise you that we have not reviewed and will not review your registration statement. Please refer to R
February 13, 2026	S-3	As filed with the Securities and Exchange Commission on February 13, 2026 As filed with the Securities and Exchange Commission on February 13, 2026 Registration No.
February 13, 2026	EX-FILING FEES	Security Type Calculation of Filing Fee Tables S-3 Finance of America Companies Inc. Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry F
December 17, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 12, 2025 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 12, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
December 17, 2025	EX-10.1	REGISTRATION RIGHTS AGREEMENT EX-10.1 Exhibit 10.1 REGISTRATION RIGHTS AGREEMENT REGISTRATION RIGHTS AGREEMENT, dated as of December 15, 2025 (the “Agreement”), by and among Finance of America Companies Inc., a Delaware corporation (together, with any successors thereto, the “Company”) and the persons listed on the signature pages hereto. The parties signatory hereto other than the Company and any other party that may become a
December 17, 2025	EX-3.1	CERTIFICATE OF DESIGNATIONS OF SERIES A CONVERTIBLE PERPETUAL PREFERRED STOCK FINANCE OF AMERICA COMPANIES INC. EX-3.1 Exhibit 3.1 CERTIFICATE OF DESIGNATIONS OF SERIES A CONVERTIBLE PERPETUAL PREFERRED STOCK OF FINANCE OF AMERICA COMPANIES INC. Pursuant to Section 151 of the Delaware General Corporation Law (as amended, supplemented or restated from time to time, the “DGCL”), FINANCE OF AMERICA COMPANIES INC., a corporation organized and existing under the laws of the State of Delaware (the “Company”), in
December 15, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): December 11, 2025 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): December 11, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
December 15, 2025	EX-10.1	INVESTMENT AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. THE INVESTORS LISTED ON SCHEDULE A HERETO Dated as of December 11, 2025 EX-10.1 Exhibit 10.1 INVESTMENT AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. AND THE INVESTORS LISTED ON SCHEDULE A HERETO Dated as of December 11, 2025 TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF SHARES OF SERIES A PREFERRED STOCK 1 Section 1.1 Purchase and Sale 1 Section 1.2 Closing 1 ARTICLE II REPRESENTATIONS AND WARRANTIES OF THE COMPANY 2 Section 2.1 SEC Filings; Fina
November 18, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 17, 2025 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 17, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
November 18, 2025	EX-99.1	Finance of America to Acquire Reverse Mortgage Assets from Onity Group Subsidiary PHH Mortgage Proposed acquisition expected to bolster Finance of America’s market leadership and deepen powerful relationship with PHH Exhibit 99.1 Finance of America to Acquire Reverse Mortgage Assets from Onity Group Subsidiary PHH Mortgage Proposed acquisition expected to bolster Finance of America’s market leadership and deepen powerful relationship with PHH PLANO, Texas – November 18, 2025 – Finance of America Reverse LLC (“Finance of America”), the operating subsidiary of Finance of America Companies Inc. (NYSE: FOA) (“FOA”
November 13, 2025	EX-10.1	AMENDED AND RESTATED REPURCHASE AGREEMENT BY AND AMONG FINANCE OF AMERICA COMPANIES INC., FINANCE OF AMERICA EQUITY CAPITAL LLC, THE SELLER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of November 13, 2025 TABLE OF CONTENTS Exhibit 10.1 Execution Version AMENDED AND RESTATED REPURCHASE AGREEMENT BY AND AMONG FINANCE OF AMERICA COMPANIES INC., FINANCE OF AMERICA EQUITY CAPITAL LLC, AND THE SELLER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of November 13, 2025 TABLE OF CONTENTS Page Article I PURCHASE AND SALE OF SOLD EQUITY 2 Section 1.1 Purchase and Sale 2 Section 1.2 Closings 2 Article II REPRESENTATIONS AND WARR
November 13, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANC
November 13, 2025	EX-10.7	OPTION GRANT NOTICE UNDER THE FINANCE OF AMERICA COMPANIES INC. 2021 OMNIBUS INCENTIVE PLAN Exhibit 10.7 Form OPTION GRANT NOTICE UNDER THE FINANCE OF AMERICA COMPANIES INC. 2021 OMNIBUS INCENTIVE PLAN Finance of America Companies Inc., a Delaware corporation (the “Company”), pursuant to its 2021 Omnibus Incentive Plan, as it may be amended and/or restated from time to time (the “Plan”), hereby grants to the Participant the number of Options (each Option representing the right to purchas
November 13, 2025	EX-10.8	Exhibit 10.8 AMENDMENT NO. 1 TO THE AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF FINANCE OF AMERICA EQUITY CAPITAL LLC This Amendment No. 1, dated as of November 12, 2025 (this “Amendment”), is made to that certain Amended and Restated exhibit108-amendmentno1t Exhibit 10.8 AMENDMENT NO. 1 TO THE AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF FINANCE OF AMERICA EQUITY CAPITAL LLC This Amendment No. 1, dated as of November 12, 2025 (this “Amendment”), is made to that certain Amended and Restated Limited Liability Company Agreement of Finance of America Capital LLC (the “Company”), dated as of April 1, 2021 (as amended
November 4, 2025	EX-99.1	FINANCE OF AMERICA REPORTS THIRD QUARTER 2025 RESULTS – $5.78 in basic earnings per share or $131 million of net income from continuing operations for the first nine months of 2025 – – $2.33 in adjusted earnings per share(1) or $60 million of adjuste FINANCE OF AMERICA REPORTS THIRD QUARTER 2025 RESULTS – $5.78 in basic earnings per share or $131 million of net income from continuing operations for the first nine months of 2025 – – $2.33 in adjusted earnings per share(1) or $60 million of adjusted net income(1) for the first nine months of 2025 – – Announced a strategic partnership with Better.com to expand FOA’s product offerings by leveragin
November 4, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2025 FINANCE OF AMERI UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
October 21, 2025	EX-4.2	FIRST SUPPLEMENTAL INDENTURE EX-4.2 Exhibit 4.2 Execution Version FIRST SUPPLEMENTAL INDENTURE This FIRST SUPPLEMENTAL INDENTURE (this “First Supplemental Indenture”), dated as of October 21, 2025, is among Finance of America Funding LLC, a Delaware limited liability company (the “Issuer”), Finance of America Equity Capital LLC, a Delaware limited liability company (the “Parent Guarantor”), the other guarantors party hereto (
October 21, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2025 FINANCE OF AMERI UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
October 21, 2025	EX-4.1	FIRST SUPPLEMENTAL INDENTURE EX-4.1 Exhibit 4.1 Execution Version FIRST SUPPLEMENTAL INDENTURE This FIRST SUPPLEMENTAL INDENTURE (this “First Supplemental Indenture”), dated as of October 21, 2025, is among Finance of America Funding LLC, a Delaware limited liability company (the “Issuer”), Finance of America Equity Capital LLC, a Delaware limited liability company (the “Parent Guarantor”), the other guarantors party hereto (
October 1, 2025	144	144 144 0001971552 XXXXXXXX LIVE 0001828937 Finance of America Companies Inc. 001-40308 5830 GRANITE PARKWAY SUITE 400 PLANO TX 75024 877-202-2666 Sieffert Kristen N Officer Common Wells Fargo Clearing Services 1 North Jefferson Avenue St. Louis MO 63103 750 16568.00 11079270 10/01/2025 NYSE common 09/29/2021 Employee Stock Grants Issuer N 750 09/29/2021 N/A N Kristen Sieffert 5830 Granite Parkway Sui
September 16, 2025	144	144 144 0001853911 XXXXXXXX LIVE 0001828937 Finance of America Companies Inc. 001-40308 5830 GRANITE PARKWAY SUITE 400 PLANO TX 75024 877-202-2666 Thornock Tai A. Officer Class A Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 1100 28457.00 11079270 09/16/2025 NYSE Class A 04/03/2023 Restricted Stock Vesting Issuer N 1100 04/03/2023 Compensation N Tai A. Thornock 5830 Granite Park
September 2, 2025	144	144 144 0001971552 XXXXXXXX LIVE 0001828937 Finance of America Companies Inc. 001-40308 5830 GRANITE PARKWAY SUITE 400 PLANO TX 75024 877-202-2666 Sieffert Kristen N Officer Common Wells Fargo Clearing Services One North Jefferson Avenue St. Louis MO 63103 750 19688.00 11079270 09/02/2025 NYSE Common 09/29/2021 RSU's Issuer N 750 09/29/2021 N/A N Kristen Sieffert 5830 Granite Parkway, Suite 400 Plano
August 14, 2025	CERT	NYSE TEXAS CERTIFICATION New York Stock Exchange 11 Wall Street New York, NY 10005 Tel: +1 212.656.3000 nyse.com August 14, 2025 Chief, Information Technology Securities and Exchange Commission Division of Corporate Finance 100 F Street, NE MS 3040 Washington, DC 20549 To whom it may concern: The NYSE Texas certifies its approval for listing and registration of the Class A Common Stock, par value $0.0001 per share, of FIN
August 14, 2025	8-A12B	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 FINANCE OF AMERICA COMPANIES INC. (Exact name o UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 85-3474065 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identifi
August 11, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
August 5, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
August 5, 2025	EX-10.2	Form of unsecured convertible promissory note (included as Annex A to Exhibit 10.2). EX-10.2 Exhibit 10.2 FORM OF CONVERTIBLE NOTE PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. AND THE PURCHASER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of August 4, 2025 TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF PURCHASED NOTES 1 Section 1.1 Purchase and Sale 1 Section 1.2 Closing 2 ARTICLE II REPRESENTATIONS AND WARRANTIES OF THE COMPANY 2 Section 2.1 SEC Fil
August 5, 2025	EX-10.4	First Amendment to Pledge and Security Agreement, dated as of August 4, 2025, by and among Finance of America Funding LLC, U.S. Bank Trust Company, National Association, as collateral trustee, and the other grantors party thereto (with conformed Pledge and Security Agreement annexed thereto). EX-10.4 Exhibit 10.4 Execution Version FIRST AMENDMENT TO PLEDGE AND SECURITY AGREEMENT THIS FIRST AMENDMENT TO PLEDGE AND SECURITY AGREEMENT (this “Amendment”) dated as of August 4, 2025, among Finance of America Funding LLC, a Delaware limited liability company (the “Issuer”), the other Grantors party hereto, and U.S. Bank Trust Company, National Association (“U.S. Bank”) as collateral trustee f
August 5, 2025	EX-10.1	Repurchase Agreement, dated August 4, 2025, by and among Finance of America Companies Inc., Finance of America Equity Capital LLC, Blackstone Tactical Opportunities Associates – NQ L.L.C., BTO Urban Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership - NQ ESC L.P. and BTO Urban Holdings II L.P. EX-10.1 Exhibit 10.1 Execution Version REPURCHASE AGREEMENT BY AND AMONG FINANCE OF AMERICA COMPANIES INC., FINANCE OF AMERICA EQUITY CAPITAL LLC, AND THE SELLER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of August 4, 2025 TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF SOLD EQUITY 2 Section 1.1 Purchase and Sale 2 Section 1.2 Closing 2 ARTICLE II REPRESENTATIONS AND WARRANTIES OF THE COM
August 5, 2025	EX-10.3	Consent Support Agreement, dated as of August 4, 2025, by and among Finance of America Funding LLC, Finance of America Equity Capital LLC, Finance of America Holdings LLC, Incenter LLC, Finance of America Mortgage LLC, Finance of America Reverse LLC, and MM Risk Retention LLC, and certain consenting noteholders. EX-10.3 Exhibit 10.3 Execution Version CONSENT SUPPORT AGREEMENT THIS CONSENT SUPPORT AGREEMENT DOES NOT CONSTITUTE, AND SHALL NOT BE DEEMED, A SOLICITATION WITH RESPECT TO ANY SECURITIES. ANY SUCH SOLICITATION WILL COMPLY WITH ALL APPLICABLE SECURITIES LAWS. NOTHING CONTAINED IN THIS CONSENT SUPPORT AGREEMENT SHALL BE AN ADMISSION OF FACT OR LIABILITY OR, UNTIL THE OCCURRENCE OF THE AGREEMENT EFF
August 5, 2025	EX-99.1	FINANCE OF AMERICA REPORTS SECOND QUARTER 2025 RESULTS – $3.16 in basic earnings per share or $80 million of net income from continuing operations for the quarter – – $0.55 in adjusted earnings per share(1) or $14 million of adjusted net income(1) fo FINANCE OF AMERICA REPORTS SECOND QUARTER 2025 RESULTS – $3.16 in basic earnings per share or $80 million of net income from continuing operations for the quarter – – $0.55 in adjusted earnings per share(1) or $14 million of adjusted net income(1) for the quarter – – Entered into an agreement to repurchase the entirety of Blackstone’s equity stake in Finance of America – Plano, Texas (August 5, 20
August 5, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2025 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
August 5, 2025	EX-99.1	Finance of America Announces Repurchase of Blackstone Equity Stake and Repayment of Working Capital Facility Transactions Strengthen Balance Sheet, Reduce Costs, and Position Finance of America for Next Phase of Growth New Convertible Debt Enhances F EX-99.1 Exhibit 99.1 Finance of America Announces Repurchase of Blackstone Equity Stake and Repayment of Working Capital Facility Transactions Strengthen Balance Sheet, Reduce Costs, and Position Finance of America for Next Phase of Growth New Convertible Debt Enhances Financial Position and Supports Strategic Expansion Plano, Texas (August 4, 2025): Finance of America Companies Inc. (“Finance of
May 23, 2025	10-Q/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file num
May 23, 2025	10-Q/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A (Amendment No. 1) (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0
May 21, 2025	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 16, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Com
May 20, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
May 20, 2025	10-K/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-4
May 15, 2025	8-K	Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 14, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Com
May 15, 2025	NT 10-Q	PART I — REGISTRANT INFORMATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 12b-25 NOTIFICATION OF LATE FILING SEC FILE NUMBER 001-40308 CUSIP NUMBER 31738L 206 (Check One): ¨ Form 10-K ¨ Form 20-F ¨ Form 11-K x Form 10-Q ¨ Form 10-D ¨ Form N-CEN ¨ Form N-CSR For Period Ended: March 31, 2025 ¨ Transition Report on Form 10-K ¨ Transition Report on Form 20-F ¨ Transition Report on Form 11-K ¨ Transition Report on Form 10-Q For the Transition Period Ended: Nothing in this form shall be construed to imply that the Commission has verified any information contained herein.
May 6, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 FINANCE OF AMERICA CO UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Comm
May 6, 2025	EX-99.1	FINANCE OF AMERICA REPORTS FIRST QUARTER 2025 RESULTS – $3.17 in basic earnings per share or $80 million of net income from continuing operations for the quarter – – $0.52 in adjusted earnings per share(2) or $13 million of adjusted net income(2) for FINANCE OF AMERICA REPORTS FIRST QUARTER 2025 RESULTS – $3.17 in basic earnings per share or $80 million of net income from continuing operations for the quarter – – $0.52 in adjusted earnings per share(2) or $13 million of adjusted net income(2) for the quarter – – Adjusted EBITDA(2) for the quarter of $29 million – Plano, Texas (May 6, 2025): Finance of America Companies Inc. (“Finance of Americ
April 28, 2025	8-K	Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
April 8, 2025	424B3	5,337,928 Shares of Class A Common Stock Filed Pursuant to Rule 424(b)(3) Registration Statement No: 333-285840 PROSPECTUS 5,337,928 Shares of Class A Common Stock This prospectus relates to the offer and sale, from time to time, of an aggregate of up to 5,337,928 shares of the Class A common stock, par value $0.
April 3, 2025	CORRESP	Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 April 3, 2025 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Aisha Adegbuyi Re: Finance of America Companies Inc. Registration Statement on Form S-3 File No. 333-285840 Ladies and Gentlemen: Pursuant to Rule 461 under the Securities
March 27, 2025	ARS	ARS 2024 Annual ReportFINANCEOFAMERICACOMPANIES CORPORATEINFORMATION EXECUTIVE OFFICERS GRAHAMA.
March 27, 2025	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1
March 26, 2025	LETTER	LETTER March 26, 2025 Graham A. Fleming Chief Executive Officer Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, TX 75024 Re: Finance of America Companies Inc. Registration Statement on Form S-3 Filed March 14, 2025 File No. 333-285840 Dear Graham A. Fleming: This is to advise you that we have not reviewed and will not review your registration statement. Please refer to Rules 460
March 20, 2025	EX-99.1	FOA Appoints New Board Members Andrew Essex and Cory Gardner Strategic Appointments Strengthen FOA in Key Areas for its Growth Plans Exhibit 99.1 FOA Appoints New Board Members Andrew Essex and Cory Gardner Strategic Appointments Strengthen FOA in Key Areas for its Growth Plans PLANO, Texas – March 20, 2025 - Finance of America Companies Inc. (“FOA” or the “Company”) (NYSE: FOA), a leading provider of home equity-based financing solutions for a modern retirement, today announced the appointment of Andrew Essex and former U.S. S
March 20, 2025	8-K	Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 19, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
March 14, 2025	EX-19.1	Securities Trading Policy of Finance of America Companies Inc. Exhibit 19.1 FINANCE OF AMERICA COMPANIES INC. SECURITIES TRADING POLICY This Securities Trading Policy (this “Policy”) contains the following sections: 1.0 General 2.0 Definitions 3.0 Statement of Policy 4.0 Other Prohibited Transactions 5.0 Certain Limited Exceptions 6.0 Pre-clearance of Trades and Other Procedures 7.0 10b5-1 and Other Trading Plans 8.0 Potential Criminal and Civil Liability and
March 14, 2025	EX-FILING FEES	Filing Fee Table. Exhibit 107.1 Calculation of Filing Fee Tables Form S-3 (Form Type) Finance of America Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Am
March 14, 2025	S-3	As filed with the Securities and Exchange Commission on March 14, 2025 As filed with the Securities and Exchange Commission on March 14, 2025 Registration No.
March 14, 2025	EX-21.1	Subsidiaries of the Registrant Exhibit 21.1 LIST OF SUBSIDIARIES The following entities are subsidiaries of Finance of America Companies Inc. as of December 31, 2024: Name Jurisdiction of Organization or Incorporation Finance of America Equity Capital LLC Delaware Finance of America Funding LLC Delaware Finance of America Holdings LLC Delaware Finance of America Mortgage LLC Delaware Finance of America Reverse LLC Delaware Ince
March 14, 2025	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Annual Report on Form 10-K filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal year ended December 31, 2024, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlantia
March 14, 2025	EX-10.11 6	Form of Option Grant Notice and Option Agreement under the Finance of America Companies Inc. 2021 Omnibus Incentive Plan (Class A Common Stock). Exhibit 10.11.6 Form OPTION GRANT NOTICE UNDER THE FINANCE OF AMERICA COMPANIES INC. 2021 OMNIBUS INCENTIVE PLAN Finance of America Companies Inc., a Delaware corporation (the “Company”), pursuant to its 2021 Omnibus Incentive Plan, as it may be amended and/or restated from time to time (the “Plan”), hereby grants to the Participant the number of Options (each Option representing the right to purc
March 14, 2025	EX-4.4	Description of Capital Stock Exhibit 4.4 DESCRIPTION OF CAPITAL STOCK Set forth below is a summary of the terms of Class A Common Stock, Class B Common Stock, preferred stock and Warrants of Finance of America Companies Inc. (“we,” “our,” or the “Company”). This summary is subject to the General Corporation Law of the State of Delaware (the “DGCL”) and the complete text of our Amended and Restated Certificate of Incorporation
March 14, 2025	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF AMER
March 11, 2025	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2025 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (C
March 11, 2025	EX-99.1	FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS – $1.78 in basic earnings per share or $40 million of net income from continuing operations for the year – – $0.60 in adjusted earnings per share(2) or $14 million of adjusted net i FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS – $1.78 in basic earnings per share or $40 million of net income from continuing operations for the year – – $0.60 in adjusted earnings per share(2) or $14 million of adjusted net income(2) for the year – – Adjusted EBITDA(2) for the year of $60 million – Plano, Texas (March 11, 2025): Finance of America Companies Inc. (“Finance
December 11, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Bloom Retirement Holdings Inc. Activist Investment SC 13D/A 1 formsc13da.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 31738L107 (CUSIP Number) Reza Jahangiri 895 Dove Street, Suite 300 Newport Beach, CA 92660 (866) 948-0003 (Name, Address and
November 21, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Bloom Retirement Holdings Inc. Activist Investment SC 13D/A 1 formsc13da.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 31738L107 (CUSIP Number) Reza Jahangiri 895 Dove Street, Suite 300 Newport Beach, CA 92660 (866) 948-0003 (Name, Address and
November 8, 2024	EX-10.1	Form of Option Grant Notice and Option Agreement under the Finance of America Companies Inc. 2021 Omnibus Incentive Plan (Class A LLC Units). Exhibit 10.1 Form of Option to Acquire LLC Units OPTION GRANT NOTICE UNDER THE FINANCE OF AMERICA COMPANIES INC. 2021 OMNIBUS INCENTIVE PLAN Finance of America Companies Inc., a Delaware corporation (the “Company”), pursuant to its 2021 Omnibus Incentive Plan, as it may be amended and/or restated from time to time (the “Plan”), hereby grants to the Participant the number of Options (each Option re
November 8, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANC
November 8, 2024	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended September 30, 2024, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, At
November 6, 2024	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): November 6, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
November 6, 2024	EX-99.1	FINANCE OF AMERICA REPORTS THIRD QUARTER 2024 RESULTS – $8.48 in basic earnings per share or $204 million of net income from continuing operations for the quarter – – $0.67 in adjusted earnings per share or $15 million of adjusted net income for the FINANCE OF AMERICA REPORTS THIRD QUARTER 2024 RESULTS – $8.48 in basic earnings per share or $204 million of net income from continuing operations for the quarter – – $0.67 in adjusted earnings per share or $15 million of adjusted net income for the quarter – – Adjusted EBITDA for the quarter of $32 million – Plano, Texas (November 6, 2024): Finance of America Companies Inc. (“Finance of America”
November 4, 2024	EX-4.3	Indenture, dated as of October 31, 2024, by and among Finance of America Funding LLC, Finance of America Equity Capital LLC, as parent guarantor, the other guarantors party thereto, Finance of America Companies Inc., and U.S. Bank Trust Company, National Association, as trustee and collateral trustee, relating to Finance of America Funding LLC’s 10.000% Exchangeable Senior Secured Notes due 2029. EX-4.3 Exhibit 4.3 INDENTURE Dated as of October 31, 2024 Among FINANCE OF AMERICA FUNDING LLC, as the Issuer, FINANCE OF AMERICA EQUITY CAPITAL LLC, as Parent Guarantor, the other Guarantors from time to time party hereto, FINANCE OF AMERICA COMPANIES INC. (solely as to certain provisions specifically identified herein), U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee and U.S. BANK TRUS
November 4, 2024	EX-4.1	First Supplemental Indenture, dated as of October 31, 2024, by and among Finance of America Funding LLC, Finance of America Equity Capital LLC, as parent guarantor, the other guarantors party thereto, and U.S. Bank Trust Company, National Association, as trustee, relating to Finance of America Funding LLC’s 7.875% Senior Notes due 2025. EX-4.1 Exhibit 4.1 FIRST SUPPLEMENTAL INDENTURE This FIRST SUPPLEMENTAL INDENTURE (this “First Supplemental Indenture”), dated as of October 31, 2024, is among Finance of America Funding LLC, a Delaware limited liability company (the “Issuer”), Finance of America Equity Capital LLC, a Delaware limited liability company (the “Parent Guarantor”), the other guarantors party hereto (and together with
November 4, 2024	EX-4.4	Registration Rights Agreement, dated as of October 31, 2024, by and among Finance of America Companies Inc., Finance of America Funding LLC, and U.S. Bank Trust Company, National Association, as trustee. EX-4.4 Exhibit 4.4 Finance of America Funding LLC Finance of America Companies Inc. 10.00% Exchangeable Senior Secured Notes due 2029 REGISTRATION RIGHTS AGREEMENT October 31, 2024 U.S. Bank Trust Company, National Association, as Trustee 111 Fillmore Ave E. Saint Paul, MN 55107 Ladies and Gentlemen: As part of an exchange offer for 7.875% Senior Notes due 2025 (the “2025 Notes) issued by Finance
November 4, 2024	EX-4.2	Indenture, dated as of October 31, 2024, by and among Finance of America Funding LLC, Finance of America Equity Capital LLC, as parent guarantor, the other guarantors party thereto, Finance of America Companies Inc., and U.S. Bank Trust Company, National Association, as trustee and collateral trustee, relating to Finance of America Funding LLC’s 7.875% Senior Secured Notes due 2026. EX-4.2 Exhibit 4.2 INDENTURE Dated as of October 31, 2024 Among FINANCE OF AMERICA FUNDING LLC, as the Issuer, FINANCE OF AMERICA EQUITY CAPITAL LLC, as Parent Guarantor, the other Guarantors from time to time party hereto, FINANCE OF AMERICA COMPANIES INC., solely for Section 6.03 hereto U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, a
November 4, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): October 31, 2024 FINANCE OF AMERI UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): October 31, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
November 4, 2024	EX-10.1	Pledge and Security Agreement, dated as of October 31, 2024, by and among Finance of America Funding LLC, U.S. Bank Trust Company, National Association, as collateral trustee, and the other grantors party thereto. EX-10.1 Exhibit 10.1 PLEDGE AND SECURITY AGREEMENT dated as of October 31, 2024 among THE GRANTORS IDENTIFIED HEREIN and EACH OF THE OTHER GRANTORS FROM TIME TO TIME PARTY HERETO and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Collateral Trustee TABLE OF CONTENTS Page ARTICLE I DEFINITIONS Section 1.01. Definitions 1 Section 1.02. Other Defined Terms 1 ARTICLE II PLEDGE OF SECURITIES Section
November 4, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Libman Family Holdings, LLC - SC 13D/A Activist Investment SC 13D/A 1 d902958dsc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 9)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L 206 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, S
October 28, 2024	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): October 28, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
October 28, 2024	EX-99.1	Finance of America Announces a Nearly 98% Participation Rate in the Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes Makes Certain Modifications to Exchange Offer Exhibit 99.1 Finance of America Announces a Nearly 98% Participation Rate in the Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes Makes Certain Modifications to Exchange Offer Plano, Texas – October 28, 2024: Finance of America Companies Inc. (“Finance of America” or the “Company”) (NYSE: FOA), a leading provider of home equity-based financing solutions for a modern retire
October 9, 2024	LETTER	LETTER October 9, 2024 Graham Fleming Chief Executive Officer Finance of America Companies Inc.
October 8, 2024	DEF 14C	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☐ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☒ Definitive Information Statement
October 4, 2024	CORRESP	SIMPSON THACHER & BARTLETT LLP 900 G STREET, NW WASHINGTON, D.C. 20001 TELEPHONE: +1-202-636-5500 FACSIMILE: +1-202-636-5502 Direct Dial Number E-mail Address (202) 636-5526 [email protected] SIMPSON THACHER & BARTLETT LLP 900 G STREET, NW WASHINGTON, D.C. 20001 TELEPHONE: +1-202-636-5500 FACSIMILE: +1-202-636-5502 Direct Dial Number E-mail Address (202) 636-5526 [email protected] October 4, 2024 VIA EDGAR Re: Finance of America Companies Inc. Preliminary Information Statement Filed September 17, 2024 File No. 001-40308 Robert Arzonetti Susan Block Division of Corporation Finance Secu
October 4, 2024	PRER14C	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. 1) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. 1) Check the appropriate box: ☒ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☐ Definitive Information Statement
October 2, 2024	LETTER	LETTER October 1, 2024 Graham Fleming Chief Executive Officer Finance of America Companies Inc.
September 17, 2024	8-K	Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): September 17, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation
September 17, 2024	PRE 14C	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) PRE 14C Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.
September 17, 2024	EX-99.1	Finance of America Announces Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes Exhibit 99.1 Finance of America Announces Exchange Offer and Consent Solicitation for Existing 2025 Unsecured Notes Plano, Texas – September 17, 2024: Finance of America Companies Inc. (“Finance of America” or the “Company”) (NYSE: FOA), a leading provider of home equity-based financing solutions for a modern retirement, today announced the commencement by its subsidiary Finance of America Funding
September 17, 2024	EX-10.1	, 2024, among Finance of America Funding LLC, Finance of America Equity Capital LLC, Finance of America Holdings LLC, Incenter LLC, Finance of America Mortgage LLC, Finance of America Reverse LLC, and MM Risk Retention LLC, and certain holders of, or the investment advisor, sub-advisor or manager to a beneficial or legal holder or holders of the 2025 Unsecured Notes. Exhibit 10.1 1 Execution Version FIRST AMENDMENT TO EXCHANGE OFFER SUPPORT AGREEMENT This First Amendment to Exchange Offer Support Agreement (this “Amendment”), dated as of September 17, 2024, is entered into by and among Finance of America Funding LLC (“FOA Funding”), Finance of America Equity Capital LLC (“FOA Equity Capital”), Finance of America Holdings LLC, Incenter LLC, Finance of America M
August 9, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
August 9, 2024	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended June 30, 2024, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlanti
August 6, 2024	EX-99.1	FINANCE OF AMERICA REPORTS SECOND QUARTER 2024 RESULTS – Net loss from continuing operations of $5 million or $0.20 basic loss per share for the quarter – – Announced Exchange Offer Support Agreement and reverse stock split – – Adjusted EBITDA for th FINANCE OF AMERICA REPORTS SECOND QUARTER 2024 RESULTS – Net loss from continuing operations of $5 million or $0.
August 6, 2024	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): August 6, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (C
July 26, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Blackstone Holdings II L.P. - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 7)1 FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L 206 (CUSIP Number) John G. Finley Blackstone Inc. 345 Park Avenue New York, New York 10154 Tel: (212) 583-
July 26, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Libman Family Holdings, LLC - SC 13D/A Activist Investment SC 13D/A 1 d872987dsc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 8)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L 206 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, S
July 26, 2024	8-K	Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Material Modification to Rights of Security Holders, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): July 25, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Co
July 26, 2024	EX-3.1	Certificate of Amendment to Amended and Restated Certificate of Incorporation of Finance of America Companies Inc. Exhibit 3.1 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF FINANCE OF AMERICA COMPANIES INC. * * * * * The undersigned, for purposes of amending the Amended and Restated Certificate of Incorporation (the “Certificate”) of Finance of America Companies Inc. (the “Corporation”), a corporation organized and existing under and by virtue of the General Corporation L
July 15, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): July 15, 2024 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): July 15, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Co
July 15, 2024	EX-99.1	Finance of America Announces Expected Effective Date of July 25, 2024 for Reverse Stock Split Finance of America Announces Expected Effective Date of July 25, 2024 for Reverse Stock Split Plano, Texas – July 15, 2024: Finance of America Companies Inc.
July 5, 2024	EX-99.25	EX-99.25 NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES The New York Stock Exchange ("NYSE" or the "Exchange") hereby notifies the Securities and Exchange Commission (the "Commission") of its intention to remove the entire class of Warrants, each whole warrant exercisable for one Class A Common Stock at an exercise price of $11.
July 5, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): July 2, 2024 FINANCE OF AMERICA C UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): July 2, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Com
June 27, 2024	DEF 14C	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☐ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☒ Definitive Information Statement Finance of America
June 25, 2024	EX-10.1	, 2024, among FOA Funding, FOA Equity Capital, the other FOA Parties and the Initial Consenting Noteholders. Exhibit 10.1 Execution Version EXCHANGE OFFER SUPPORT AGREEMENT THIS EXCHANGE OFFER SUPPORT AGREEMENT DOES NOT CONSTITUTE, AND SHALL NOT BE DEEMED, AN OFFER OR A SOLICITATION WITH RESPECT TO ANY SECURITIES. ANY SUCH OFFER OR SOLICITATION WILL COMPLY WITH ALL APPLICABLE SECURITIES LAWS. NOTHING CONTAINED IN THIS EXCHANGE OFFER SUPPORT AGREEMENT SHALL BE AN ADMISSION OF FACT OR LIABILITY OR, UNTIL T
June 25, 2024	8-K	Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): June 24, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Co
June 25, 2024	EX-99.1	Finance of America Announces Exchange Offer Support Agreement with Unsecured Corporate Noteholders Exhibit 99.1 Finance of America Announces Exchange Offer Support Agreement with Unsecured Corporate Noteholders Plano, Texas - June 25, 2024: Finance of America Companies Inc. (“Finance of America” or the “Company”) (NYSE: FOA), a leading provider of home equity-based financing solutions for a modern retirement, today announced that certain of its direct and indirect subsidiaries, including Financ
June 17, 2024	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): June 11, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Co
June 17, 2024	PRE 14C	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14(c) of the Securities Exchange Act of 1934 (Amendment No. ) Check the appropriate box: ☒ Preliminary Information Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14c-5(d)(2)) ☐ Definitive Information Statement Finance of America
May 16, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): May 13, 2024 FINANCE OF AMERICA C UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): May 13, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Com
May 10, 2024	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended March 31, 2024, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlant
May 10, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
May 6, 2024	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 6, 2024 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Commi
May 6, 2024	EX-99.1	FINANCE OF AMERICA REPORTS FIRST QUARTER 2024 RESULTS – Net loss from continuing operations of $16 million or $0.06 basic loss per share for the quarter – – Third consecutive quarter of improved operating results on an adjusted net basis – – Adjusted FINANCE OF AMERICA REPORTS FIRST QUARTER 2024 RESULTS – Net loss from continuing operations of $16 million or $0.
April 9, 2024	8-K	Regulation FD Disclosure UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 9, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Co
April 3, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Libman Family Holdings, LLC - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 7)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Att
April 3, 2024	SC 13D/A	FOA / Finance of America Companies Inc. / Blackstone Holdings II L.P. - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 6)1 FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) John G. Finley Blackstone Inc. 345 Park Avenue New York, New York 10154 Tel: (212) 583-5
March 28, 2024	ARS	ARS Melanie from Lafayette, CO A Finance of America Customer 2023 Annual ReportDennis and Evelyn from Aurora, CO Finance of America CustomersUNITEDSTATES SECURITIESANDEXCHANGECOMMISSION Washington,D.
March 28, 2024	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1
March 15, 2024	EX-21.1	Subsidiaries of the Registrant Exhibit 21.1 LIST OF SUBSIDIARIES The following entities are subsidiaries of Finance of America Companies Inc. as of December 31, 2023: Name Jurisdiction of Organization or Incorporation Finance of America Equity Capital LLC Delaware Finance of America Funding LLC Delaware Finance of America Holdings LLC Delaware Finance of America Mortgage LLC Delaware Finance of America Reverse LLC Delaware Ince
March 15, 2024	EX-FILING FEES	Filing Fee Table. Exhibit 107.1 Calculation of Filing Fee Tables Form S-8 (Form Type) Finance of America Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule(2) Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class
March 15, 2024	EX-97.1	Incentive Compensation Clawback Policy of Finance of America Companies Inc. Exhibit 97.1 FINANCE OF AMERICA COMPANIES INC. Incentive Compensation Clawback Policy (As Adopted on November 10, 2023, Pursuant to NYSE Rule 303A.14) 1.Overview. The Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Finance of America Companies Inc. (the “Company”) has adopted this Incentive Compensation Clawback Policy (the “Policy”) which requires the recoupmen
March 15, 2024	EX-10.24 3	Third Amendment to Master Repurchase Agreement, dated as of November 8, 2023, by and between Finance of America Reverse LLC, as seller, and National Founders LP, as buyer. Exhibit 10.24.3 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. THIRD AMENDMENT TO MASTER REPURCHASE AGREEMENT THIS THIRD AMENDMENT TO MASTER REPURCHASE AGREEMENT, dated as of November 8, 2023 (this “Amendment”
March 15, 2024	EX-10.11 6	Form of Option Grant Notice and Option Agreement under the Finance of America Companies Inc. 2021 Omnibus Incentive Plan Exhibit 10.11.6 Form OPTION GRANT NOTICE UNDER THE FINANCE OF AMERICA COMPANIES INC. 2021 OMNIBUS INCENTIVE PLAN Finance of America Companies Inc., a Delaware corporation (the “Company”), pursuant to its 2021 Omnibus Incentive Plan, as it may be amended and/or restated from time to time (the “Plan”), hereby grants to the Participant the number of Options (each Option representing the right to purc
March 15, 2024	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Annual Report on Form 10-K filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal year ended December 31, 2023, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlantia
March 15, 2024	S-8	As filed with the Securities and Exchange Commission on March 15, 2024 As filed with the Securities and Exchange Commission on March 15, 2024 Registration No.
March 15, 2024	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF AMER
March 6, 2024	EX-99.2	2024 Investor Presentation LAST UPDATED 03.06.2024 Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. For 2024 Investor Presentation LAST UPDATED 03.06.2024 Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only management’s beliefs regarding future
March 6, 2024	8-K	Regulation FD Disclosure, Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 6, 2024 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Com
March 6, 2024	EX-99.1	FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS – Net income from continuing operations of $171 million or $0.72 basic earnings per share for the quarter – – 20% improvement on an adjusted net basis(1) over the prior quarter – – FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS – Net income from continuing operations of $171 million or $0.
February 16, 2024	EX-99.1	Finance of America Receives Continued Listing Standard Notice from the NYSE Finance of America Receives Continued Listing Standard Notice from the NYSE Plano, Texas (February 16, 2024): The New York Stock Exchange (the “NYSE”) requires that companies with shares listed on the NYSE comply with the NYSE’s continued listed standards.
February 16, 2024	8-K	Regulation FD Disclosure, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 12, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
February 7, 2024	SC 13G/A	FOA / Finance Of America Companies Inc. / ADAGE CAPITAL PARTNERS GP, L.L.C. - FINANCE OF AMERICA COMPANIES INC Passive Investment SC 13G/A 1 p24-0424sc13ga.htm FINANCE OF AMERICA COMPANIES INC SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) December 31, 2023 (Date of Event Which Require
February 2, 2024	8-K	Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 30, 2024 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
January 16, 2024	SC 13D/A	FOA / Finance Of America Companies Inc. / Bloom Retirement Holdings Inc. Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 2)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 31738L107 (CUSIP Number) Reza Jahangiri 895 Dove Street, Suite 300 Newport Beach, CA 92660 (866) 948-0003 (Name, Address and Telephone Number of Person
December 15, 2023	EX-99.1	Finance of America Receives Continued Listing Standard Notice from the NYSE Finance of America Receives Continued Listing Standard Notice from the NYSE Plano, Texas (December 15, 2023): The New York Stock Exchange (the “NYSE”) requires that companies with shares listed on the NYSE comply with the NYSE’s continued listed standards.
December 15, 2023	8-K	Regulation FD Disclosure, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): December 12, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
November 9, 2023	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended September 30, 2023, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, At
November 9, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANC
November 7, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 7, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or
November 7, 2023	EX-99.1	FINANCE OF AMERICA REPORTS THIRD QUARTER 2023 RESULTS – Increased funded volumes in Reverse by 18% quarter over quarter – – Reduced corporate overhead expenses by 17% quarter over quarter – – Finished the third quarter of 2023 with over 37% share of FINANCE OF AMERICA REPORTS THIRD QUARTER 2023 RESULTS – Increased funded volumes in Reverse by 18% quarter over quarter – – Reduced corporate overhead expenses by 17% quarter over quarter – – Finished the third quarter of 2023 with over 37% share of HECM Reverse market(1) – Plano, Texas (November 7, 2023): Finance of America Companies Inc.
October 11, 2023	SC 13D/A	FOA / Finance of America Companies Inc / Bloom Retirement Holdings Inc. Activist Investment SC 13D/A 1 sc13da.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 31738L107 (CUSIP Number) Reza Jahangiri 895 Dove Street, Suite 300 Newport Beach, CA 92660 (866) 948-0003 (Name, Address and Tele
October 2, 2023	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): September 26, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation
September 5, 2023	424B3	33,893,666 Shares of Class A Common Stock Table of Contents Filed Pursuant to Rule 424(b)(3) Registration Statement No: 333-274081 PROSPECTUS 33,893,666 Shares of Class A Common Stock This prospectus relates to the offer and sale from time to time of an aggregate of up to 33,893,666 shares of the Class A common stock, par value $0.
August 30, 2023	CORRESP	Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 August 30, 2023 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Aisha Adegbuyi Re: Finance of America Companies Inc. Registration Statement on Form S-3 File No. 333-274081 Ladies and Gentlemen: Pursuant to Rule 461 under the S
August 28, 2023	LETTER	LETTER United States securities and exchange commission logo August 28, 2023 Graham Fleming Chief Executive Officer Finance of America Companies Inc.
August 18, 2023	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 18, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (
August 18, 2023	EX-4.4	Amendment No. 1 to the First Amended Finance of America Companies Inc. Employee Stock Purchase Plan, dated as of August 10, 2023. Exhibit 4.4 AMENDMENT NO. 1 TO First Amended Finance of America Companies Inc. EMPLOYEE STOCK PURCHASE PLAN Finance of America Companies, Inc., a Delaware corporation (the “Company”), hereby adopts, as of August 10, 2023, this Amendment No. 1 (this “Amendment”) to the First Amended Finance of America Companies Inc. Employee Stock Purchase Plan, dated August 15, 2022 (the “Plan”). Capitalized terms
August 18, 2023	EX-FILING FEES	Filing Fee Table. Exhibit 107 Calculation of Filing Fee Tables S-8 (Form Type) Finance of America Companies Inc.
August 18, 2023	EX-FILING FEES	Filing Fee Table. EXHIBIT 107 Calculation of Filing Fee Table S-3 (Form Type) Finance of America Companies Inc.
August 18, 2023	S-8	As filed with the Securities and Exchange Commission on August 18, 2023 As filed with the Securities and Exchange Commission on August 18, 2023 Registration No.
August 18, 2023	EX-99.2	Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements (In thousands, except share data) Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements (In thousands, except share data) Exhibit 99.2 On December 6, 2022, Finance of America Companies Inc. (the "Company") entered into an asset purchase agreement to acquire, through Finance of America Reverse LLC, an indirect subsidiary of the Company, a substantial majority of the asset
August 18, 2023	S-3	As filed with the Securities and Exchange Commission on August 18, 2023 Table of Contents As filed with the Securities and Exchange Commission on August 18, 2023 Registration No.
August 18, 2023	EX-99.1	EXPLANATORY NOTE Exhibit 99.1 EXPLANATORY NOTE Finance of America Companies Inc. (the "Company") is filing this Exhibit 99.1 to its Current Report on Form 8-K (including this Exhibit 99.1, the "Form 8-K") solely to recast certain financial information and related disclosures included in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2022, originally filed with the United States ("U
August 9, 2023	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended June 30, 2023, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlanti
August 9, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
August 9, 2023	EX-10.1	Second Amendment to Amended and Restated Master Repurchase Agreement, dated as of May 31, 2023, by and between Finance of America Reverse LLC, as seller, and Grand Oak Trust, as buyer. exhibit101 Exhibit 10.1 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. USActive 59206733.4 SECOND AMENDMENT TO AMENDED AND RESTATED MASTER REPURCHASE AGREEMENT THIS SECOND AMENDMENT TO AMENDED AND RESTATED MAS
August 8, 2023	EX-99.1	FINANCE OF AMERICA REPORTS SECOND QUARTER 2023 RESULTS – Completed the sale of majority stake of Lender Services platform – – Completed the sale of Title Insurance business effective July 3 – – Finished the first half of 2023 with 39% share of HECM R FINANCE OF AMERICA REPORTS SECOND QUARTER 2023 RESULTS – Completed the sale of majority stake of Lender Services platform – – Completed the sale of Title Insurance business effective July 3 – – Finished the first half of 2023 with 39% share of HECM Reverse market(1) – Plano, Texas (August 8, 2023): Finance of America Companies Inc.
August 8, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 8, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or o
July 6, 2023	EX-99.2	Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements (In thousands, except share data) Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements (In thousands, except share data) Exhibit 99.2 On July 1, 2023, Finance of America Companies Inc. (the “Company”), and Incenter LLC, (“Incenter”), an indirect subsidiary of the Company, completed the previously announced agreement to sell one hundred percent of (i) the issued and outs
July 6, 2023	EX-99.1	Finance of America Issues Statement on the Sale of Incenter’s Title Insurance Business Exhibit 99.1 Finance of America Issues Statement on the Sale of Incenter’s Title Insurance Business Plano, Texas – July 6, 2023 – Finance of America Companies Inc. (NYSE: FOA) (“FOA” or the “Company”), a modern retirement solutions platform, issued the following statement today from FOA Chief Executive Officer Graham A. Fleming regarding the closing of the previously announced sale of the title in
July 6, 2023	8-K	Regulation FD Disclosure, Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 1, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation) (Com
June 14, 2023	EX-99.1	Exhibit 99.1 American Advisors Group Irvine, California HUD-Approved Title I & II Non-Supervised Lender and GNMA Issuer of Mortgage-Backed Securities Financial and Compliance Report December 31, 2022 Contents Independent Auditor’s Report 1-2 Consolid ex991-aag2022fs Exhibit 99.1 American Advisors Group Irvine, California HUD-Approved Title I & II Non-Supervised Lender and GNMA Issuer of Mortgage-Backed Securities Financial and Compliance Report December 31, 2022 Contents Independent Auditor’s Report 1-2 Consolidated Financial Statements Consolidated balance sheets 3 Consolidated statements of operations 4 Consolidated statements of stockholder
June 14, 2023	EX-99.2	Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements Exhibit 99.2 On December 6, 2022, Finance of America Companies Inc. (the "Company") entered into an asset purchase agreement to acquire, through Finance of America Reverse LLC, an indirect subsidiary of the Company, a substantial majority of the assets and certain liabilities of Ameri
June 14, 2023	8-K/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No.1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 31, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No.1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 31, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction o
June 12, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): June 8, 2023 FINANCE OF AMERICA C UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): June 8, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or or
May 12, 2023	EX-10.4	Master Repurchase Agreement, dated as of February 28, 2023, by and between Finance of America Reverse LLC, as seller, and National Founders LP, as buyer. EXECUTION VERSIONExhibit A MASTER REPURCHASE AGREEMENT FASST 2023-S1 BONDS Between: NATIONAL FOUNDERS LP, as Buyer, and FINANCE OF AMERICA REVERSE LLC, as Seller.
May 12, 2023	EX-10.1	Securities Purchase Agreement, by and among Essent US Holdings, Inc., Incenter LLC, and Finance of America Equity Capital LLC, dated as of February 1, 2023. Exhibit 10.1 SECURITIES PURCHASE AGREEMENT by and among ESSENT US HOLDINGS, INC., INCENTER LLC and, solely for the purposes set forth in Sections 2.1, 2.2, 2.3, 4.12, 7.8 and Article 8 of this Agreement, FINANCE OF AMERICA EQUITY CAPITAL LLC dated as of February 1, 2023 This document is intended solely to facilitate discussions among the parties identified herein. It is not intended to create, and
May 12, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF
May 12, 2023	EX-10.2	Amended and Restated Master Repurchase Agreement, dated as of February 28, 2023, by and between Finance of America Reverse LLC, as seller, and Grand Oak Trust, as buyer. a102projecthobbesmra-arm Exhibit 10.2 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. USActive 53515649.19 AMENDED AND RESTATED MASTER REPURCHASE AGREEMENT Between: GRAND OAK TRUST, as Buyer, and FINANCE OF AME
May 12, 2023	EX-10.3	First Amendment to Amended and Restated Master Repurchase Agreement, dated as of April 26, 2023, by and between Finance of America Reverse LLC, as seller, and Grand Oak Trust, as buyer. credigy-farprojecthobbes Exhibit 10.3 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. USActive 59021578.6 FIRST AMENDMENT TO AMENDED AND RESTATED MASTER REPURCHASE AGREEMENT THIS FIRST AMENDMENT TO AMENDED AND
May 12, 2023	EX-10.6	Second Amendment to Master Repurchase Agreement, dated as of April 26, 2023, by and between Finance of America Reverse LLC, as seller, and National Founders LP, as buyer. credigy-farbondrepoxamen Exhibit 10.6 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. SECOND AMENDMENT TO MASTER REPURCHASE AGREEMENT THIS SECOND AMENDMENT TO MASTER REPURCHASE AGREEMENT, dated as of April 26,
May 12, 2023	EX-99.1	Section 13(r) Disclosure. Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal quarter ended March 31, 2023, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Mundys S.p.A. (formerly, Atlant
May 12, 2023	EX-10.5	First Amendment to Master Repurchase Agreement, dated as of March 15, 2023, by and between Finance of America Reverse LLC, as seller, and National Founders LP, as buyer. credig2 Exhibit 10.5 EXECUTION VERSION CERTAIN INFORMATION, IDENTIFIED BY, AND REPLACED WITH, A MARK OF “[*]” HAS BEEN EXCLUDED FROM THIS DOCUMENT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. USActive 58893126.4 FIRST AMENDMENT TO MASTER REPURCHASE AGREEMENT THIS FIRST AMENDMENT TO MASTER REPURCHASE AGREEMENT, dated as of March 15,
May 10, 2023	NT 10-Q	PART I — REGISTRANT INFORMATION UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 12b-25 NOTIFICATION OF LATE FILING COMMISSION FILE NUMBER 001-40308 CUSIP NUMBER 31738L107 (Check One): ¨ Form 10-K ¨ Form 20-F ¨ Form 11-K x Form 10-Q ¨ Form 10-D ¨ Form N-CEN ¨ Form N-CSR For Period Ended: March 31, 2023 ¨ Transition Report on Form 10-K ¨ Transition Report on Form 20-F ¨ Transition Report on Form 11-K ¨ Transition Report on Form 10-Q For the Transition Period Ended: Nothing in this form shall be construed to imply that the Commission has verified any information contained herein.
May 8, 2023	EX-99	FINANCE OF AMERICA REPORTS FIRST QUARTER 2023 RESULTS – Net income from continuing operations of $55 million or $0.29 basic earnings per share for the quarter – – Completed the acquisition of AAG, further enhancing our market position in Reverse Mort FINANCE OF AMERICA REPORTS FIRST QUARTER 2023 RESULTS – Net income from continuing operations of $55 million or $0.
May 8, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 8, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA COM UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 8, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or orga
May 2, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): May 2, 2023 FINANCE OF AMERICA CO UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): May 2, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation) (Comm
May 2, 2023	EX-99.1	Finance of America Establishes New Reporting Segments Brings Focus to Company’s Retirement Solutions Platform and Clarity to Strategic Vision EX-99.1 Exhibit 99.1 Finance of America Establishes New Reporting Segments Brings Focus to Company’s Retirement Solutions Platform and Clarity to Strategic Vision Plano, Texas – May 2, 2023 – Finance of America Companies Inc. (NYSE: FOA) (“FOA” or the “Company”) today announced changes to its financial reporting segments, effective for the quarter ended March 31, 2023, to more closely align with b
April 26, 2023	DEF 14A	Transactions with Related Persons—FoA Equity Amended and Restated Limited Liability Company Agreement DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.
April 26, 2023	ARS	ARS 2022 ANNUAL REPORTUNITEDSTATES SECURITIESANDEXCHANGECOMMISSION Washington,D.C.20549 FORM10-K (MarkOne) ☒ ANNUALREPORTPURSUANTTOSECTION13OR15(d)OFTHESECURITIESEXCHANGEACTOF 1934 ForthefiscalyearendedDecember31,2022 OR ☐ TRANSITIONREPORTPURSUANTTOSECTION13OR15(d)OFTHESECURITIESEXCHANGEACT OF1934 Forthetransitionperiodfrom to Commissionfilenumber001-40308 FINANCEOFAMERICACOMPANIESINC. (Exactnameofreg
April 10, 2023	SC 13D	FOA / Finance of America Companies Inc / Bloom Retirement Holdings Inc. - SC 13D Activist Investment SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 31738L107 (CUSIP Number) Reza Jahangiri 895 Dove Street, Suite 300 Newport Beach, CA 92660 (866) 948-0003 (Name, Address and Telephone Number of
April 10, 2023	EX-99.1	JOINT FILING AGREEMENT EX-99.1 EXHIBIT 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13D and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the completeness or ac
April 4, 2023	SC 13D/A	FOA / Finance of America Companies Inc / Blackstone Holdings III L.P. - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 5)1 FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) John G. Finley Blackstone Inc. 345 Park Avenue New York, New York 10154 Tel: (212) 583-5
April 4, 2023	SC 13D/A	FOA / Finance of America Companies Inc / Libman Family Holdings, LLC - SC 13D Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 6)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Attn: Lauren
April 3, 2023	EX-10.1	Equity Matters Agreement, dated as of March 31, 2023, by and among Finance of America Companies Inc., Finance of America Equity Capital LLC, and American Advisors Group. EX-10.1 Exhibit 10.1 EQUITY MATTERS AGREEMENT This Equity Matters Agreement (this “Agreement”) is made as of March 31, 2023 by and among Finance of America Companies Inc., a Delaware corporation (“FOA”), Finance of America Equity Capital LLC, a Delaware limited liability company (“FOAEC”), and American Advisors Group, a California corporation (“AAG”). FOA, FOAEC and AAG are each referred to as a “
April 3, 2023	EX-2.6	Amendment Agreement, dated as of March 31, 2023, by and among Finance of America Companies Inc., Finance of America Equity Capital LLC, Finance of America Reverse LLC, American Advisors Group and, for the limited purposes described therein, Reza Jahangiri. EX-2.6 Exhibit 2.6 EXECUTION VERSION AMENDMENT AGREEMENT This Amendment Agreement (this “Agreement”) is made as of March 31, 2023, by and among American Advisors Group, a California corporation (“Seller”), Finance of America Reverse LLC, a Delaware limited liability company (“Buyer”), Finance of America Equity Capital LLC, a Delaware limited liability company (“FOAEC”), and Finance of America Comp
April 3, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): March 31, 2023 FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): March 31, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 82-3474065 (State or Other Jurisdiction of Incorporation) (C
April 3, 2023	EX-99.1	Finance of America Marks New Chapter in its Strategic Vision to Create Modern Retirement Solutions Centered on the Home Company’s Retirement Solutions Platform Bolstered with the Acquisition of Assets of Reverse Mortgage Lender American Advisors Grou EX-99.1 Exhibit 99.1 Finance of America Marks New Chapter in its Strategic Vision to Create Modern Retirement Solutions Centered on the Home Company’s Retirement Solutions Platform Bolstered with the Acquisition of Assets of Reverse Mortgage Lender American Advisors Group, and Promotions of Graham A. Fleming to Chief Executive Officer and Kristen N. Sieffert to President Plano, Texas – April 3, 20
March 16, 2023	EX-21.1	Subsidiaries of the Registrant Exhibit 21.1 LIST OF SUBSIDIARIES The following entities are subsidiaries of Finance of America Companies Inc. as of December 31, 2022: Name Jurisdiction of Organization or Incorporation Finance of America Equity Capital LLC Delaware Finance of America Funding LLC Delaware Finance of America Holdings LLC Delaware Finance of America Mortgage LLC Delaware Finance of America Reverse LLC Delaware Ince
March 16, 2023	EX-10.18	Stock Purchase Agreement, dated as of December 6, 2022, by and among the Company and Libman Family Holdings LLC. exhibit1018-lenoxpipebls Execution Version Exhibit 10.16.2 STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. AND LIBMAN FAMILY HOLDINGS, LLC Dated as of December 6, 2022 i TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF PURCHASED SHARES ........................................... 2 Section 1.1 Purchase and Sale .........................................................
March 16, 2023	EX-10.17	Stock Purchase Agreement, dated as of December 6, 2022, by and among Finance of America Companies Inc. and each of BTO Urban Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership – NQ – ESC L.P., and BTO Urban Holdings II L.P. exhibit1017-lenoxpipebxs Execution Version Exhibit 10.16.1 STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. AND THE PURCHASER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of December 6, 2022 i TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF PURCHASED SHARES ........................................... 2 Section 1.1 Purchase and Sale ..................................
March 16, 2023	10-K	Form 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANCE OF AMER
March 16, 2023	EX-99.1	Section 13(r) Disclosure. exhibit991-irandisclosur Exhibit 99.1 Section 13(r) Disclosure The disclosure reproduced below was initially included in the Annual Report on Form 10-K filed with the Securities and Exchange Commission by Blackstone Inc. (“Blackstone”) with respect to its fiscal year ended December 31, 2022, in accordance with Section 13(r) of the Securities Exchange Act of 1934, as amended, in regard to Atlantia
March 16, 2023	EX-10.19	Servicing Rights Purchase and Sale Agreement, dated as of December 6, 2022, by and between Finance of America Reverse LLC, as Purchaser, and American Advisors Group, as Seller. exhibit1019-lenoxmsrpurc EXECUTION VERSION xhibit 10.16.3 SERVICING RIGHTS PURCHASE AND SALE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA REVERSE LLC as PURCHASER and AMERICAN ADVISORS GROUP as SELLER Dated as of December 6, 2022 -i- TABLE OF CONTENTS ARTICLE I INCORPORATION OF RECITALS; DEFINITIONS ...................................... 1 Section 1.1 Incorporation of Recitals......................
March 16, 2023	EX-10.20	Loan Sale Agreement, dated as of December 6, 2022, by and between Finance of America Reverse LLC, as Purchaser, and American Advisors Group, as Seller. exhibit1020-lenoxmortgag Execution Version Exhibit 10.16.4 LOAN SALE AGREEMENT between FINANCE OF AMERICA REVERSE LLC Purchaser and AMERICAN ADVISORS GROUP Seller Dated as of December 6, 2022 HomeSafe® Non-Conforming Reverse Mortgage Loans and Home Equity Conversion Reverse Mortgage Loans (Servicing-Released) REO Properties TABLE OF CONTENTS Page -i- Section 1. Definitions. .......................
March 16, 2023	EX-10.16	Asset Purchase Agreement, dated as of December 6, 2022, by and among Finance of America Reverse LLC, Finance of America Equity Capital LLC, Finance of America Companies Inc., American Advisors Group, and, for the limited purposes described therein, Reza Jahangiri. exhibit1016-foaxaagxasse EXECUTION VERSION Exhibit 10.16 ASSET PURCHASE AGREEMENT BY AND AMONG FINANCE OF AMERICA REVERSE LLC, FINANCE OF AMERICA EQUITY CAPITAL LLC, FINANCE OF AMERICA COMPANIES INC., AMERICAN ADVISORS GROUP AND FOR THE LIMITED PURPOSES DESCRIBED HEREIN, REZA JAHANGIRI DATED DECEMBER 6, 2022 ii TABLE OF CONTENTS Page ARTICLE I DEFINITIONS ..........................................
March 13, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 13, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 13, 2023 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or o
March 13, 2023	EX-99.1	FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS – Net loss for the year of $716 million or $3.06 basic loss per share entirely attributable to balance sheet adjustments and Mortgage Originations segment which has been discontinue FINANCE OF AMERICA REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS – Net loss for the year of $716 million or $3.
March 6, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 28, 2023 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 28, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
March 6, 2023	EX-99.1	Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements Finance of America Companies Inc. and Subsidiaries Unaudited Pro Forma Condensed Consolidated Financial Statements Exhibit 99.1 On February 28, 2023, Finance of America Companies Inc. (the “Company”) completed the previously announced discontinuation of the operations of its Mortgage Originations segment, other than its Home Improvement channel (the “Wind Down”). The commencement of the Wind Down
February 21, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): February 19, 2023 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): February 19, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
February 21, 2023	EX-99.1	Finance of America Issues Statement on the Proposed Sale of Commercial Lending Business EX-99.1 Exhibit 99.1 Finance of America Issues Statement on the Proposed Sale of Commercial Lending Business Plano, Texas – February 21, 2023 – Finance of America Companies Inc. (NYSE: FOA) (“FOA” or the “Company”), a leading specialty finance and solutions platform, issued the following statement today from FOA Interim Chief Executive Officer Graham A. Fleming regarding the entry into an agreemen
February 9, 2023	SC 13G/A	FOA / Finance of America Companies Inc. / ADAGE CAPITAL PARTNERS GP, L.L.C. - FINANCE OF AMERICA COMPANIES INC. Passive Investment SC 13G/A 1 p23-0719sc13ga.htm FINANCE OF AMERICA COMPANIES INC. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) December 31, 2022 (Date of Event Which Requir
February 2, 2023	EX-99.1	Finance of America Issues Statement on the Proposed Sale of Incenter’s Title Insurance Business Exhibit 99.1 Finance of America Issues Statement on the Proposed Sale of Incenter’s Title Insurance Business Plano, Texas – February 02, 2023 – Finance of America Companies Inc. (NYSE: FOA) (“FOA” or the “Company”), a leading specialty finance and solutions platform, issued the following statement today from FOA Interim Chief Executive Officer Graham A. Fleming regarding the entry into an agreemen
February 2, 2023	8-K	Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): February 1, 2023 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
January 4, 2023	SC 13D/A	FOA / Finance of America Companies Inc. / LIBMAN BRIAN L - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 5)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Attn: Lauren
January 4, 2023	EX-99.K	UNIT TRANSFER AGREEMENT Exhibit 99.K UNIT TRANSFER AGREEMENT This Unit Transfer Agreement (this “Agreement”) is entered into as of December 31, 2022, by and among The Mortgage Opportunity Group, LLC (“TMO”) and Libman Family Holdings, LLC (“LFH”). Capitalized terms used, but not otherwise defined, in this Agreement shall have the meanings set forth in the Amended and Restated Limited Liability Company Agreement, dated as
December 30, 2022	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 30, 2022 FINANCE OF AMER UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 30, 2022 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
December 7, 2022	SC 13D/A	FOA / Finance of America Companies Inc. / Blackstone Holdings III L.P. - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) John G. Finley Blackstone Inc. 345 Park Avenue New York, New York 10154 Tel: (212) 583-5
December 7, 2022	EX-99.J	STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. THE PURCHASER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of December 6, 2022 EX-99.J Exhibit J STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. AND THE PURCHASER ENTITIES LISTED ON SCHEDULE A HERETO Dated as of December 6, 2022 TABLE OF CONTENTS Page ARTICLE I PURCHASE AND SALE OF PURCHASED SHARES 2 Section 1.1 Purchase and Sale 2 Section 1.2 Closing 2 ARTICLE II REPRESENTATIONS AND WARRANTIES OF THE COMPANY 3 Section 2.1 Organization and Power 3 S
December 7, 2022	EX-99.1	Finance of America to Acquire Assets of Reverse Mortgage Lender AAG Strategic acquisition marks expansion into direct-to-consumer retail channel, underscores commitment to expanding access to home equity solutions for America’s retirees EX-99.1 Exhibit 99.1 Finance of America to Acquire Assets of Reverse Mortgage Lender AAG Strategic acquisition marks expansion into direct-to-consumer retail channel, underscores commitment to expanding access to home equity solutions for America’s retirees Plano, Texas – December 7, 2022 – Finance of America Companies Inc. (NYSE: FOA) (“FOA” or the “Company”), a leading specialty finance and solu
December 7, 2022	EX-99.J	STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC. LIBMAN FAMILY HOLDINGS, LLC Dated as of December 6, 2022 TABLE OF CONTENTS Exhibit J Execution Version STOCK PURCHASE AGREEMENT BY AND BETWEEN FINANCE OF AMERICA COMPANIES INC.
December 7, 2022	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 6, 2022 FINANCE OF AMERI UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): December 6, 2022 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or Other Jurisdiction of Incorporation)
December 7, 2022	SC 13D/A	FOA / Finance of America Companies Inc. / LIBMAN BRIAN L - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Attn: Lauren
December 5, 2022	SC 13G	FOA / Finance of America Companies Inc. / ADAGE CAPITAL PARTNERS GP, L.L.C. - FINANCE OF AMERICA COMPANIES INC. Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Finance of America Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) November 23, 2022 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate
November 9, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40308 FINANC
November 9, 2022	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 8, 2022 Date of Report (date of earliest event reported) FINANCE OF AMERIC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 8, 2022 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or
November 9, 2022	EX-10.1	Separation Agreement and General Release of all Claims, by and between Finance of America Equity Capital LLC and Anthony W. Villani, effective September 1, 2022. 1 CONFIDENTIAL SEPARATION AGREEMENT AND GENERAL RELEASE OF ALL CLAIMS This Confidential Separation Agreement and General Release of All Claims (?Agreement?) is made by and between Finance of America Equity Capital LLC and its parent, affiliates, predecessor, successor, subsidiary and other current or future related companies (including Finance of America Holdings LLC) (collectively, the ?Company?) and Anthony W.
November 9, 2022	EX-10.2	First Amended Finance of America Companies Inc. Employee Stock Purchase Plan, dated August 15, 2022. 1 FIRST AMENDED FINANCE OF AMERICA COMPANIES INC. EMPLOYEE STOCK PURCHASE PLAN The board of directors of Finance of America Companies Inc., a Delaware corporation, adopted the Finance of America Companies Inc. Employee Stock Purchase Plan on November 10, 2021, as amended August 15, 2022 (such plan, as may be amended and/or restated from time to time, the ?Plan?). The effective date of the Plan sha
November 9, 2022	EX-99.1	FINANCE OF AMERICA REPORTS THIRD QUARTER 2022 RESULTS – Net loss for the quarter of $302 million or $1.35 basic and diluted loss per share entirely attributable to balance sheet adjustments and Mortgage Originations segment which will be discontinued FINANCE OF AMERICA REPORTS THIRD QUARTER 2022 RESULTS – Net loss for the quarter of $302 million or $1.
October 21, 2022	EX-99.1	Finance of America Sharpens Focus on Specialty Finance and Services Business, Plans to Discontinue Forward Mortgage Originations Strategic pivot aimed at enabling greater investment in high-growth business including reverse mortgages, home improvemen Finance of America Sharpens Focus on Specialty Finance and Services Business, Plans to Discontinue Forward Mortgage Originations Strategic pivot aimed at enabling greater investment in high-growth business including reverse mortgages, home improvement & commercial loans, and lender services.
October 21, 2022	8-K	Regulation FD Disclosure, Financial Statements and Exhibits, Material Impairments, Costs Associated with Exit or Disposal Activities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): October 20, 2022 FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation)
August 10, 2022	SC 13D/A	FOA / Finance of America Companies Inc. / LIBMAN BRIAN L - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) Finance of America Companies Inc. 5830 Granite Parkway, Suite 400 Plano, Texas 75024 Attn: Anthon
August 10, 2022	SC 13D/A	FOA / Finance of America Companies Inc. / Blackstone Holdings III L.P. - SC 13D/A Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* FINANCE OF AMERICA COMPANIES INC. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 31738L107 (CUSIP Number) John G. Finley Blackstone Inc. 345 Park Avenue New York, New York 10154 Tel: (212) 583-5000 with
August 10, 2022	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 10, 2022 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or
August 10, 2022	EX-24	Jeremy Prahm Jeremy Prahm
August 9, 2022	EX-10.2	Separation Agreement and General Release of all Claims, by and between Finance of America Equity Capital LLC and Patricia L. Cook, effective June 30, 2022. Exhibit 10.2 CONFIDENTIAL SEPARATION AGREEMENT AND GENERAL RELEASE OF ALL CLAIMS This Confidential Separation Agreement and General Release of All Claims (?Agreement?) is made by and between Finance of America Equity Capital LLC and its affiliates, predecessor, successor, subsidiary and other current or future related companies (collectively, the ?Company?) and Patricia L. Cook (?Employee?) (colle
August 9, 2022	EX-10.3	Consulting Agreement, by and between Finance of America Companies Inc. and Patricia L. Cook, dated July 1, 2022. Exhibit 10.3 CONSULTING AGREEMENT This Consulting Agreement (the ?Agreement?) is entered into as of June 20, 2022, and effective as of July 1, 2022, by and between Finance of America Companies Inc., a Delaware corporation (the ?Company?), and Patricia L. Cook, an individual (the ?Consultant?). RECITALS WHEREAS, Consultant possesses certain skills, knowledge, and experience; WHEREAS, Consultant is
August 9, 2022	EX-10.1	Amendment to Restricted Stock Unit Award Agreement of Patricia L. Cook, dated June 20, 2022. Exhibit 10.1 June 20, 2022 Patricia Cook Via Email Re: Amendment to RSU Award Dear Patricia: You were previously granted 1,307,195 restricted stock units (the ?RSUs?) by Finance of America Companies Inc. (the ?Company?) on June 17, 2021 under the Company?s 2021 Omnibus Incentive Plan and Amended and Restated UFG Holdings LLC Management Long-Term Incentive Plan (the ?A&R LTIP?) pursuant to that cer
August 9, 2022	EX-10.5	Payoff and Termination Letter, by and among FACO Crop Loans LLC, as seller FACO Crop Loan Financing Trust C1, as trust subsidiary, Finance of America Mortgage LLC, as guarantor and National Founders LP, as buyer. Exhibit 10.5 Certain confidential information contained in this document, marked by brackets, has been omitted because it is both (i) not material and (ii) it is the type of information that the issuer both customarily and actually treats as private and confidential. EXECUTION PAYOFF AND TERMINATION LETTER June 17, 2022 National Founders LP P.O. Box 1073 Wilmington, Delaware 19899 General Counsel
August 9, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001
August 9, 2022	EX-10.4	Restrictive Covenant Agreement, by and between Finance of America Companies Inc. and Patricia L. Cook, effective July 1, 2022. Exhibit 10.4 RESTRICTIVE COVENANT AGREEMENT The promises and obligations as set forth in this Restrictive Covenant Agreement (?Agreement?) have been made by Patricia L. Cook (?Employee?) in exchange for good and valuable consideration provided by Finance of America Companies Inc. (?FOA?), including certain compensatory equity benefits. Section 1. Definitions. Capitalized terms not otherwise define
August 4, 2022	EX-99.1	FINANCE OF AMERICA REPORTS SECOND QUARTER 2022 RESULTS – Net Loss for the quarter of $168 million or $(0.65) per basic share and $(0.70) of diluted EPS primarily attributable to negative fair value marks, after model assumptions were updated to accou FINANCE OF AMERICA REPORTS SECOND QUARTER 2022 RESULTS ? Net Loss for the quarter of $168 million or $(0.
August 4, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 4, 2022 Date of Report (date of earliest event reported) FINANCE OF AMERICA COMPANIES INC. (Exact name of registrant as specified in its charter) Delaware 001-40308 85-3474065 (State or other jurisdiction of incorporation or o
June 17, 2022	EX-FILING FEES	Filing Fee Table Exhibit 107.1 Calculation of Filing Fee Tables Form S-8 (Form Type) Finance of America Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price(2) Fee Rate Amount of Registration Fee Equity Common

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