{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T06:11:12.159421+00:00","company":{"ticker":"FOA","cik":1828937,"company_name":"Finance of America Companies Inc."},"pagination":{"limit":100,"returned":9,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"567076c331ef98fa577330fd56a3cea64ccbaa77","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2026-05-05T23:59:59+00:00","payload":{"eps_text":"$1.93 in basic earnings per share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$35 million of net income","period_text":"first quarter ended March 31, 2026","report_date":"2026-05-05","result_type":"reported_results","revenue_text":null},"claim":"Finance of America Companies Inc. reported first quarter ended March 31, 2026 results: net income $35 million of net income, EPS $1.93 in basic earnings per share.","evidence_excerpt":"set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nFINANCE 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","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-030502","anchor_url":"https://secwatch.observer/filing/0001628280-26-030502#claim-567076c331ef98fa577330fd56a3cea64ccbaa77","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000162828026030502/0001628280-26-030502-index.htm"},{"fact_type":"material_agreement","fact_key":"30a78dc90d81418cfe59352187135b8400b1b0d3","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2026-05-05T23:59:59+00:00","payload":{"action":"amendment","agreement_name":"the Amendment","agreement_type":"asset_purchase","counterparty":"Onity Mortgage Corporation","effective_date":"2026-04-30","item_codes_triggered":["1.01"],"value_text":"unpaid principal balance of $5.1 billion"},"claim":"Finance of America Companies Inc. amended the Amendment with Onity Mortgage Corporation valued at unpaid principal balance of $5.1 billion (effective 2026-04-30).","evidence_excerpt":"On April 30, 2026, Finance of America Reverse LLC (“FAR”), an indirect subsidiary of Finance of America Companies Inc., and Onity Mortgage Corporation (formerly known as PHH Mortgage Corporation) (“OMC”) entered into an amendment (the “Amendment”) to the parties’ agreements for the sale of OMC’s reverse mortgage servicing portfolio and certain reverse originations assets.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-030481","anchor_url":"https://secwatch.observer/filing/0001628280-26-030481#claim-30a78dc90d81418cfe59352187135b8400b1b0d3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000162828026030481/0001628280-26-030481-index.htm"},{"fact_type":"governance_change","fact_key":"b2d28dd1323c0282f746c35ae14de8a1cbe4a3be","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2025-12-17T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2025-12-15","item_codes_triggered":["5.03"],"summary_text":"Amended certificate of designations to create Series A Convertible Perpetual Preferred Stock"},"claim":"Finance of America Companies Inc.: Amended certificate of designations to create Series A Convertible Perpetual Preferred Stock (effective 2025-12-15).","evidence_excerpt":"Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. The information set forth under Item 1.01 with respect to the Series A Preferred Stock and the Certificate of Designations, which the Company filed with the Secretary of State of the State of Delaware on December 12, 2025, with an effective time of 8:00 a.m. ET on December 15, 2025, is incorporated by reference into this Item 5.03.","confidence":0.7,"filing_url":"https://secwatch.observer/filing/0001193125-25-321394","anchor_url":"https://secwatch.observer/filing/0001193125-25-321394#claim-b2d28dd1323c0282f746c35ae14de8a1cbe4a3be","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000119312525321394/0001193125-25-321394-index.htm"},{"fact_type":"debt_financing","fact_key":"668cc2d1fbc91f8cbd1022e6fb509ee0cb128560","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2025-10-21T23:59:59+00:00","payload":{"counterparty":"certain holders of the 2026 Notes","effective_date":"2025-10-21","event":"amendment","instrument_type":"senior_notes","interest_rate_text":null,"item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":null},"claim":"Finance of America Companies Inc. amended senior notes with certain holders of the 2026 Notes.","evidence_excerpt":"the Issuer waives its existing right to extend the maturity date from November 30, 2026 to November 30, 2027 with respect to $60.0 million principal amount of the 2026 Notes","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-245228","anchor_url":"https://secwatch.observer/filing/0001193125-25-245228#claim-668cc2d1fbc91f8cbd1022e6fb509ee0cb128560","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000119312525245228/0001193125-25-245228-index.htm"},{"fact_type":"debt_financing","fact_key":"77b9fbca197301790b34efa6bf7a005d59f410a5","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2025-08-05T23:59:59+00:00","payload":{"counterparty":"certain existing institutional investors","effective_date":"2025-08-04","event":"incurrence","instrument_type":"convertible_notes","interest_rate_text":"0% coupon","item_codes_triggered":["2.03"],"maturity_text":"August 4, 2028","principal_text":"$40.0 million"},"claim":"Finance of America Companies Inc. incurred convertible notes of $40.0 million with certain existing institutional investors at 0% coupon maturing August 4, 2028.","evidence_excerpt":"the Company entered into convertible note purchase agreements (collectively, the “NPA”) with certain existing institutional investors, providing for the purchase of an aggregate of $40.0 million of a new series of unsecured convertible promissory notes (the “New Notes”), and the purchase price for the New Notes was funded in full on the same date.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-172824","anchor_url":"https://secwatch.observer/filing/0001193125-25-172824#claim-77b9fbca197301790b34efa6bf7a005d59f410a5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000119312525172824/0001193125-25-172824-index.htm"},{"fact_type":"shareholder_vote","fact_key":"5316f2fdbb5e1829fa984bc70dc328ef37662f22","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-13","outcome":"passed","proposal_text":"Ratification of Appointment of BDO USA, P.C.","proposal_type":"auditor_ratification","votes_abstain_text":"97,983","votes_against_text":"1,081,221","votes_for_text":"203,479,605"},"claim":"Finance of America Companies Inc. shareholders approved Ratification of Appointment of BDO USA, P.C. at the 2024-05-13 meeting.","evidence_excerpt":"Proposal 3: Ratification of Appointment of BDO USA, P.C. The stockholders ratified the appointment of BDO USA, P.C. as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. The voting results were as follows: Votes For Votes Against Abstain 203,479,605 1,081,221 97,983","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001828937-24-000045","anchor_url":"https://secwatch.observer/filing/0001828937-24-000045#claim-5316f2fdbb5e1829fa984bc70dc328ef37662f22","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000182893724000045/0001828937-24-000045-index.htm"},{"fact_type":"shareholder_vote","fact_key":"028340fe0afcf7f3a302a3f91d640f22eeaabb0f","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-13","outcome":"passed","proposal_text":"Advisory Vote on Named Executive Officer Compensation","proposal_type":"say_on_pay","votes_abstain_text":"64,123","votes_against_text":"1,136,816","votes_for_text":"193,081,184"},"claim":"Finance of America Companies Inc. shareholders approved Advisory Vote on Named Executive Officer Compensation at the 2024-05-13 meeting.","evidence_excerpt":"Proposal 2: Advisory Vote on Named Executive Officer Compensation The stockholders approved, on a non-binding and advisory basis, the compensation of the named executive officers of the Company. The voting results were as follows: Votes For Votes Against Abstain Broker Non-Votes 193,081,184 1,136,816 64,123 10,376,686","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001828937-24-000045","anchor_url":"https://secwatch.observer/filing/0001828937-24-000045#claim-028340fe0afcf7f3a302a3f91d640f22eeaabb0f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000182893724000045/0001828937-24-000045-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b9481e2dd05e2ce7a490a269eb4083ae98351830","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-13","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","votes_abstain_text":null,"votes_against_text":null,"votes_for_text":null},"claim":"Finance of America Companies Inc. shareholders approved Election of Directors at the 2024-05-13 meeting.","evidence_excerpt":"Proposal 1: Election of Directors The stockholders elected the individuals listed below as directors to serve on the Company’s Board for a term expiring at the Company’s 2025 annual meeting of stockholders. The voting results were as follows: Director Nominee Votes For Votes Withheld Broker Non-Votes Brian L. Libman 183,824,659 10,457,464 10,376,686 Norma C. Corio 193,969,338 312,785 10,376,686 Robert W. Lord 191,651,832 2,630,291 10,376,686 Tyson A. Pratcher 193,963,350 318,773 10,376,686 Lance N. West 193,882,812 399,311 10,376,686","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001828937-24-000045","anchor_url":"https://secwatch.observer/filing/0001828937-24-000045#claim-b9481e2dd05e2ce7a490a269eb4083ae98351830","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000182893724000045/0001828937-24-000045-index.htm"},{"fact_type":"earnings_release","fact_key":"55c9e339192e869390ee5fcf5f39eaacff127607","cik":1828937,"ticker":"FOA","company_name":"Finance of America Companies Inc.","filed_at":"2024-05-06T23:59:59+00:00","payload":{"eps_text":"$0.06 basic loss per share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net loss from continuing operations of $ 16 million or $0.06 basic loss per share","period_text":"the first quarter ended March 31, 2024","report_date":"2024-05-06","result_type":"reported_results","revenue_text":null},"claim":"Finance of America Companies Inc. reported the first quarter ended March 31, 2024 results: net income Net loss from continuing operations of $ 16 million or $0.06 basic loss per share, EPS $0.06 basic loss per share.","evidence_excerpt":"Finance of America Companies Inc. (the \"Company\") issued a press release announcing its financial results for the first quarter ended March 31, 2024.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001828937-24-000034","anchor_url":"https://secwatch.observer/filing/0001828937-24-000034#claim-55c9e339192e869390ee5fcf5f39eaacff127607","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1828937/000182893724000034/0001828937-24-000034-index.htm"}]}