Company Analysis

Finance of America Companies Inc. (FOA)

NYSE: FOA · Mortgage Bankers & Loan Correspondents · Plano, TX · filing with the SEC since 2020
Grade3.7
◀ Past 1.9● Present 4.4▶ Future 5.7
1 est.

Who owns Finance of America Companies Inc.

As filed with the SEC
Holders of 5% or more
5
Brian L. Libman holds 50.8% of Class A Common Stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed Mar 3, 2026 says.
Directors and officers
12
report now, of 18 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Brian L. Libman
SCHEDULE 13D/A · filed Mar 3, 2026 · Class A Common Stock, par value $0.0001 per share
50.8%
Cooperman Leon G.
SCHEDULE 13G/A · filed May 13, 2026 · Class A Common Stock, par value $0.0001 per share · 11.6% in Sep 2, 2025
15%
Beach Point Capital Management LP
SCHEDULE 13G/A · filed Apr 7, 2026 · Class A Common Stock, par value $0.0001 per share · 8.3% in Feb 13, 2026
10.8%
Bloom Retirement Holdings Inc.
SCHEDULE 13D/A · filed Aug 6, 2026 · Class A Common Stock · 9.49% in May 8, 2026
9.49%
Blue Owl Capital Holdings LP
SCHEDULE 13G · filed Feb 12, 2026 · Class A Common Stock, par value $0.0001 per share
9.49%
BTO Urban Holdings L.L.C.
SCHEDULE 13D/A · filed Mar 3, 2026 · Class A Common Stock, par value $0.0001 per share · reported falling below 5%, from 38.9% in Dec 8, 2025
under 5%
What FOA reports owning in othersstakes of 5% or more, and other ties

6 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 13, 2026.

Insider tradesForm 4
32sales
1purchases
32sales on a scheduled plan
3people selling
$2.2Msold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
21242526
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window10 of 38 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Blackstone Holdings II L.P.10% owner3$16.0M00$0
Blackstone Tactical Opportunities Fund - N - Nq L.P.10% owner5$16.0M00$0
Blackstone Tactical Opportunities Fund - S - Nq L.P.10% owner3$16.0M00$0
Blackstone Tactical Opportunities Fund - T - Nq L.P.10% owner3$16.0M00$0
Prahm JeremyChief Investment Officer17$2.0M170$0
Sieffert Kristen NPresident12$200,000120$0
Thornock Tai A.Chief Accounting Officer3$100,00030$0
Safra Edmond10% owner0$002$2.1M
Engel Matthew AChief Financial Officer0$001$200,000
Cooperman Leon G10% owner0$001$0
SI Assistanton FOA · research, not advice