---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-321394"
form_type: "8-K"
ticker: "FOA"
cik: "0001828937"
company_name: "Finance of America Companies Inc."
filed_at: "2025-12-17T23:59:59+00:00"
generated_at: "2026-05-16T12:56:43.120567+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Finance of America closes $50M Series A Preferred issuance to Blue Owl

## Summary
- Closed $50M issuance of 50,000 Series A Convertible Perpetual Preferred shares to Blue Owl.
- Entered into Registration Rights Agreement for the preferred and underlying common shares.
- Subsidiary Finance of America Equity Capital amended its LLC agreement to create mirror preferred units.
- Certificate of Designations for the Series A Preferred filed with Delaware Secretary of State.

## SEC filing metadata
- accession: 0001193125-25-321394
- form_type: 8-K
- ticker: FOA
- cik: 0001828937
- company_name: Finance of America Companies Inc.
- filed_at: 2025-12-17T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 3.03, 5.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1828937/000119312525321394/0001193125-25-321394-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1828937/000119312525321394/d37306d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-321394
- JSON: https://secwatch.observer/filing/0001193125-25-321394.json
- Plain text: https://secwatch.observer/filing/0001193125-25-321394.txt

## Key facts
- Governance Changes
  Finance of America Companies Inc.: Amended certificate of designations to create Series A Convertible Perpetual Preferred Stock (effective 2025-12-15).
  - Change: charter amendment
  - Effective: 2025-12-15
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1828937/000119312525321394/0001193125-25-321394-index.htm

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