---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-317959"
form_type: "8-K"
ticker: "FOA"
cik: "0001828937"
company_name: "Finance of America Companies Inc."
filed_at: "2025-12-15T23:59:59+00:00"
generated_at: "2026-05-16T13:15:09.787482+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Finance of America raises $50M from Blue Owl via Series A Preferred Stock at 9% dividend

## Summary
- Blue Owl invests $50M for 50,000 shares of Series A Convertible Perpetual Preferred at $1,000/share.
- Initial dividend rate 9.0% annually, payable quarterly; increases to 12% after 7 years and up to 16% max.
- Preferred stock ranks senior to common; conversion price initially $35/share with anti-dilution adjustments.
- Company may redeem after 4th anniversary; Blue Owl gets board seat after 7 years if shares outstanding.
- Closing expected on or after December 15, 2025, subject to customary conditions.

## SEC filing metadata
- accession: 0001193125-25-317959
- form_type: 8-K
- ticker: FOA
- cik: 0001828937
- company_name: Finance of America Companies Inc.
- filed_at: 2025-12-15T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1828937/000119312525317959/0001193125-25-317959-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1828937/000119312525317959/d793754d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-317959
- JSON: https://secwatch.observer/filing/0001193125-25-317959.json
- Plain text: https://secwatch.observer/filing/0001193125-25-317959.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.