Source-grounded facts extracted from Finance of America Companies Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Finance of America Companies Inc. shareholders approved Ratification of Appointment of BDO USA, P.C. as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-05-15 meeting.
“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, 2026.”
Finance of America Companies Inc. shareholders approved Advisory Vote on Named Executive Officer Compensation at the 2026-05-15 meeting.
“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.”
Finance of America Companies Inc. shareholders approved Election of Directors at the 2026-05-15 meeting.
“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 2027 annual meeting of stockholders.”
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.
“set forth by specific reference in such filing. --- EX-99.1 (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 consensus estimates – – $44”
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).
“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.”
Finance of America Companies Inc. reported the year ended December 31, 2025 results: revenue $2.4 billion, net income $110 million of net income from continuing operations, EPS $5.04 in basic earnings per share.
“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 from 2024 – Plano, Texas (March 10, 2026): Finance of America Companies Inc. (“Finance of America” or the “Company”) (NYSE: FOA) , a”
Finance of America Companies Inc. reported the quarter ended December 31, 2025 results: revenue $619 million.
“Funded volume of $619 million for the quarter”
Finance of America Companies Inc. issued 50,000 shares of preferred stock to Blue Owl for $50 million.
“On December 15, 2025 (the “ Closing Date ”), Finance of America Companies Inc. (the “ Company ”), a Delaware corporation, completed the previously announced issuance and sale of 50,000 shares of the Company’s Series A Convertible Perpetual Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock ”), to certain investment funds managed by Blue Owl Alternative Credit Advisors LLC, a Delaware limited liability company, or its affiliates (collectively, “ Blue Owl ”) for an aggregate purchase price of $50 million”
Finance of America Companies Inc.: Amended certificate of designations to create Series A Convertible Perpetual Preferred Stock (effective 2025-12-15).
“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.”
Finance of America Companies Inc. entered into Investment Agreement with certain investment funds managed by Blue Owl Alternative Credit Advisors LLC valued at $50.0 million (effective 2025-12-11).
“On December 11, 2025, Finance of America Companies Inc. (the " Company "), a Delaware corporation, entered into an Investment Agreement (the " Investment Agreement ") with certain investment funds managed by Blue Owl Alternative Credit Advisors LLC, a Delaware limited liability company, or its affiliates (collectively, " Blue Owl ") relating to the issuance and sale to Blue Owl of 50,000 shares of the Company’s Series A Convertible Perpetual Preferred Stock, par value $0.0001 per share (the " Series A Preferred Stock "), at a price of $1,000 per share for an aggregate purchase price $50.0 million”
Finance of America Companies Inc. issued 50,000 shares of preferred stock to Blue Owl for $1,000 per share for an aggregate purchase price $50.0 million.
“sale to Blue Owl of 50,000 shares of the Company’s Series A Convertible Perpetual Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock ”), at a price of $1,000 per share for an aggregate purchase price $50.0 million (the “ Issuance ”). The closing of the Issuance is conditioned upon the satisfaction or waiver of customary closing”
Finance of America Companies Inc. amended senior notes with certain holders of the 2026 Notes.
“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”
Finance of America Companies Inc. incurred convertible notes of $40.0 million with certain existing institutional investors at 0% coupon maturing August 4, 2028.
“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.”
Finance of America Companies Inc. shareholders approved Ratification of Appointment of BDO USA, P.C. at the 2024-05-13 meeting.
“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”
Finance of America Companies Inc. shareholders approved Advisory Vote on Named Executive Officer Compensation at the 2024-05-13 meeting.
“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”
Finance of America Companies Inc. shareholders approved Election of Directors at the 2024-05-13 meeting.
“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”
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.
“Finance of America Companies Inc. (the "Company") issued a press release announcing its financial results for the first quarter ended March 31, 2024.”
Finance of America Companies Inc. reported financial results for full year ended December 31, 2023.
“For the full year, our subsidiary, Finance of America Reverse maintained 37% share of the HECM Reverse market.”
Finance of America Companies Inc. reported fourth quarter ended December 31, 2023 results: net income $171 million, EPS $0.72 basic earnings per share.
“Net income from continuing operations for the fourth quarter of $171 million or $0.72 basic earnings per share”
Finance of America Companies Inc. received a nyse noncompliance notice notice regarding minimum bid price (rules 802.01C).
“February 12, 2024, Finance of America Companies Inc. (“Finance of America” or the “Company”) received a notice (the “Notice”) from the NYSE, indicating the Company is not in compliance with Section 802.01C of the NYSE Listed Company Manual because as of February 9, 2024, the average closing price of the Company’s Class A Common Stock was less than $1.00 over a consecutive 30 trading-day period. The Notice has no immediate effect on the listing of the Class A Common Stock on the NYSE, subject to the Company’s compliance with the NYSE’s other continued listing requirements. Furthermore, the Noti”
Finance of America Companies Inc. received a nyse noncompliance notice notice regarding minimum bid price (rules 802.01C).
“December 12, 2023, Finance of America Companies Inc. (“Finance of America” or the “Company”) received a notice (the “Notice”) from the NYSE, indicating the Company is not in compliance with Section 802.01C of the NYSE Listed Company Manual because as of December 11, 2023, the average closing price of the Company’s Class A Common Stock was less than $1.00 over a consecutive 30 trading-day period. The Notice has no immediate effect on the listing of the Class A Common Stock on the NYSE, subject to the Company’s compliance with the NYSE’s other continued listing requirements. Furthermore, the Not”
Finance of America Companies Inc. reported the third quarter ended September 30, 2023 results: net income Net loss from continuing operations of $172 million, EPS the Company recognized an adjusted net loss (2) of $25 million or $0.11 per share.
“Finance of America Companies Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2023.”
Matthew A. Engel was appointed as Chief Financial Officer at Finance of America Companies Inc..
“the effective date of the appointment of Mr. Matthew A. Engel, as Chief Financial Officer and principal financial officer of the Company.”
Graham A. Fleming changed role as interim Chief Financial Officer at Finance of America Companies Inc..
“Effective as of October 13, 2023, Mr. Graham A. Fleming, 54, the Company’s current Chief Executive Officer (principal executive officer), will serve as interim Chief Financial Officer”
Johan Gericke resigned as Chief Financial Officer at Finance of America Companies Inc..
“Mr. Johan Gericke, the Chief Financial Officer of Finance of America Companies Inc. (the “Company”), notified the Company of his resignation, effective as of October 13, 2023.”
Finance of America Companies Inc. reported the quarter ended June 30, 2023 results: net income Net loss from continuing operations of $221 million, EPS adjusted net loss (2) of $26 million or $0.12 per fully diluted share.
“On August 8, 2023, Finance of America Companies Inc. (the "Company") issued a press release announcing its financial results for the second quarter ended June 30, 2023.”
Finance of America Companies Inc. completed a disposition involving Essent US Holdings, Inc. for approximately $92.6 million in cash (closed 2023-07-01).
“the Securities Purchase Agreement, in consideration for the capital stock and membership interests sold thereunder, on the Closing Date, the Buyer paid to Incenter approximately $92.6 million in cash, which is the base purchase price of $100.0 million adjusted at Closing in accordance with the provisions of the Securities Purchase Agreement. The purchase price is”
Finance of America Companies Inc. shareholders approved Ratification of Appointment of BDO USA, LLP as Independent Registered Public Accounting Firm at the 2023-06-08 meeting.
“Proposal 3: Ratification of Appointment of BDO USA, LLP The stockholders ratified the appointment of BDO USA, LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. The voting results were as follows:”
Finance of America Companies Inc. shareholders approved Advisory Vote on Named Executive Officer Compensation at the 2023-06-08 meeting.
“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:”
Finance of America Companies Inc. shareholders approved Election of Directors at the 2023-06-08 meeting.
“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 2024 annual meeting of stockholders. The voting results were as follows:”
Finance of America Companies Inc. reported the quarter ended March 31, 2023 results: net income $55 million or $0.29 basic earnings per share, EPS $0.29 basic earnings per share.
“On May 8, 2023, Finance of America Companies Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2023.”
Finance of America Companies Inc. completed an acquisition involving American Advisors Group for $5.5 million in cash (closed 2023-03-31).
“parties to the AAG Transaction agreed, among other things, that (a) the amount of cash consideration payable by FAR to AAG under the Asset Purchase Agreement would be reduced to $5.5 million (from $10 million in the Original Asset Purchase Agreement) and in connection with such reduction, FAR would issue to AAG a promissory note with an aggregate principal amount of”
Finance of America Companies Inc. entered into Equity Matters Agreement with AAG valued at AAG joined and became a party to FOAEC LLC agreement, Exchange Agreement, and Registration Rights Ag (effective 2023-03-31).
“on the Closing Date, in connection with the consummation of the AAG Transaction, the Company and FOAEC entered into an Equity Matters Agreement (the “ Equity Matters Agreement ”) with AAG”
Kristen Sieffert was appointed as President at Finance of America Companies Inc..
“appointed Kristen Sieffert to serve as President of the Company.”
Graham A. Fleming was appointed as Chief Executive Officer at Finance of America Companies Inc..
“appointed Graham A. Fleming, current President and interim Chief Executive Officer (CEO) of the Company, as Chief Executive Officer (principal executive officer), effective as of April 5, 2023.”
Finance of America Companies Inc. reported the fourth quarter and for its full year ended December 31, 2022 results: net income Net loss for the year of $716 million or $3.06 basic loss per share, EPS $3.06 basic loss per share.
“On March 13, 2023, Finance of America Companies Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and for its full year ended December 31, 2022.”
Finance of America Companies Inc. entered into Securities Purchase Agreement with Essent US Holdings, Inc. valued at $100,000,000 (effective 2023-02-01).
“On February 1, 2023, Incenter LLC (“Incenter”), an indirect subsidiary of Finance of America Companies Inc. (the “Company”) entered into a Securities Purchase Agreement (the “Securities Purchase Agreement”) with Essent US Holdings, Inc. (the “Buyer”), and for the limited purposes described therein, Finance of America Equity Capital LLC. Pursuant to the Securities Purchase Agreement, on the terms and subject to the conditions set forth therein, Incenter will sell one hundred percent of (i) the issued and outstanding shares of capital stock of Agents National Title Holding Company (“ANTIC”), a direct subsidiary of Incenter and an indirect subsidiary of the Company, and (ii) the issued and outstanding membership interests of Boston National Holdings LLC (“BNT”), a direct subsidiary of Incenter and an indirect subsidiary of the Company (collectively, the “Incenter Transaction”) in exchange for the payment by Buyer of a cash base purchase price of $100,000,000”
Menes O. Chee resigned as Director at Finance of America Companies Inc..
“On December 30, 2022, Mr. Menes O. Chee notified the Board of Directors (the “Board”) of Finance of America Companies Inc. (the “Company”) of his intention to resign from the Board, effective immediately.”
Finance of America Companies Inc. entered into Stock Purchase Agreement with Libman Family Holdings LLC (BL Investor) valued at 10,869,566 shares of Class A Common Stock for $15,000,000 (effective 2022-12-06).
“Also on December 6, 2022, the Company entered into separate Stock Purchase Agreements (each, a “ Stock Purchase Agreement ”) with each of (i) BTO Urban Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership – NQ ESC L.P. and BTO Urban Holdings II L.P. (collectively, the “ Blackstone Investor ”) and (ii) Libman Family Holdings LLC (the “ BL Investor ” and together with the Blackstone Investor, the “ Investors ”).”
Finance of America Companies Inc. entered into Stock Purchase Agreement with BTO Urban Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership – NQ ESC L.P., BTO Urban Holdings II L.P. (collectively, Blackstone Investor) valued at 10,869,566 shares of Class A Common Stock for $15,000,000 (effective 2022-12-06).
“Also on December 6, 2022, the Company entered into separate Stock Purchase Agreements (each, a “ Stock Purchase Agreement ”) with each of (i) BTO Urban Holdings L.L.C., Blackstone Family Tactical Opportunities Investment Partnership – NQ ESC L.P. and BTO Urban Holdings II L.P. (collectively, the “ Blackstone Investor ”) and (ii) Libman Family Holdings LLC (the “ BL Investor ” and together with the Blackstone Investor, the “ Investors ”).”
Finance of America Companies Inc. entered into Loan Sale Agreement (Mortgage Loan Purchase Agreement) with American Advisors Group (AAG) valued at Consideration included in AAG Transaction (effective 2022-12-06).
“Also on December 6, 2022, concurrently with the execution of the Asset Purchase Agreement, FAR entered into a Servicing Rights Purchase and Sale Agreement (the “ MSR Purchase Agreement ”) and a Loan Sale Agreement (the “ Mortgage Loan Purchase Agreement ” and collectively with the Asset Purchase Agreement and MSR Purchase Agreement, the “ AAG Purchase Agreements ”) with AAG.”
Finance of America Companies Inc. entered into Servicing Rights Purchase and Sale Agreement (MSR Purchase Agreement) with American Advisors Group (AAG) valued at Consideration included in AAG Transaction (effective 2022-12-06).
“Also on December 6, 2022, concurrently with the execution of the Asset Purchase Agreement, FAR entered into a Servicing Rights Purchase and Sale Agreement (the “ MSR Purchase Agreement ”) and a Loan Sale Agreement (the “ Mortgage Loan Purchase Agreement ” and collectively with the Asset Purchase Agreement and MSR Purchase Agreement, the “ AAG Purchase Agreements ”) with AAG.”
Finance of America Companies Inc. entered into Asset Purchase Agreement with American Advisors Group (AAG) valued at $10 million cash, 1 share of Class B Common Stock, up to 33,893,666 FOAEC Units (effective 2022-12-06).
“On December 6, 2022, Finance of America Companies Inc., a Delaware corporation (the “ Company ”), entered into an Asset Purchase Agreement (the “ Asset Purchase Agreement ”) with Finance of America Equity Capital LLC, a Delaware limited liability company (“ FOAEC ”), Finance of America Reverse LLC, a Delaware limited liability company and an indirect subsidiary of the Company (“ FAR ”), American Advisors Group, a California corporation (“ AAG ”), and, for the limited purposes described therein, Reza Jahangiri, an individual residing in the State of California (the “ AAG Principal ”).”
Finance of America Companies Inc. reported third quarter ended September 30, 2022 results: net income Net loss for the quarter of $302 million or $1.35 basic and diluted loss per share, EPS $1.35 basic and diluted loss per share.
“On November 8, 2022, Finance of America Companies Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2022.”
Lauren E. Richmond was appointed as Chief Legal Officer and General Counsel at Finance of America Companies Inc..
“Lauren E. Richmond has been appointed as the Company’s Chief Legal Officer and General Counsel, effective September 2, 2022.”
Anthony W. Villani retired as Chief Legal Officer at Finance of America Companies Inc..
“provided notice of his retirement from the Company, effective September 1, 2022.”
Graham A. Fleming was appointed as Interim Chief Executive Officer at Finance of America Companies Inc..
“On June 13, 2022, the Board of Directors appointed Graham A. Fleming, President of the Company, as interim CEO, effective as of July 1, 2022.”
Patricia L. Cook retired as Chief Executive Officer at Finance of America Companies Inc..
“On June 13, 2022, Ms. Cook informed the Company that she will retire as CEO of the Company effective as of June 30, 2022 due to an existing medical condition.”
Patricia L. Cook departed as Chief Executive Officer at Finance of America Companies Inc..
“On February 16, 2022, Patricia L. Cook, Chief Executive Officer and director of Finance of America Companies Inc. (the “Company”), informed the Company of her intention to retire as Chief Executive Officer of the Company, effective upon the appointment of her successor”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.