Finance of America Companies Inc. (FOA)
Plano, TX, US
Finance of America Companies Inc. a financial service holding company, through its subsidiaries, provides home equity-based financing solutions for a modern retirement in the United States. The company operates through two segments: Retirement Solutions and Portfolio Management. It offers home equity conversion and non-agency reverse mortgage loans; and product development, loan securitization, loan sales, risk management, servicing oversight, and asset management services. The company was founded in 2013 and is headquartered in Plano, Texas.
Based on only 2 articles — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Unity Software Inc. | U | 2020-11-05 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.15% | -4.37% | +4.08% | -6.74% | -13.47% | -17.76% | -6.57% | +45.33% | -79.91% | -79.44% | -79.44% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
29.50
+11.8%
|
| All Time | 1 |
29.50
+11.8%
|
-
Revenue growth Financial - Credit Services: +13.2%+9.2% Q1'26: -17.1% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+660.3% ★ Q1'26: +77.0% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%-73.8% Q1'26: -27.6% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+5.3% Q1'26: +95.1% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+0.4% Q1'26: +5.6% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%-14.6% ★ Q1'26: -20.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×199.13× Q1'26: 16.71× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
1.32B
est: 1.81B (-27.0%)
|
686.96M
est: 618.04M (+11.2%)
|
1.57B
est: 359.01M (+337.0%)
|
1.95B
est: 417.32M (+367.1%)
|
2.13B
est: 433.40M (+391.2%)
|
495.37M
495.37M – 495.37M
+14.3% YoY
|
529.59M
529.59M – 529.59M
+6.9% YoY
|
| EBITDA |
-1.13B
est: 281.18M (-503.3%)
|
-278.01M
est: 96.26M (-388.8%)
|
-119.30M
est: -88.18M (-35.3%)
|
81.76M
est: -102.50M (+179.8%)
|
151.69M
est: -106.45M (+242.5%)
|
-121.67M
-121.67M – -121.67M
-14.3% YoY
|
-130.07M
-130.07M – -130.07M
-6.9% YoY
|
| EBIT |
-1.20B
est: 225.94M (-629.4%)
|
-343.00M
est: 77.35M (-543.5%)
|
-166.84M
est: -103.27M (-61.6%)
|
42.82M
est: -120.04M (+135.7%)
|
113.10M
est: -124.67M (+190.7%)
|
-142.50M
-142.50M – -142.50M
-14.3% YoY
|
-152.34M
-152.34M – -152.34M
-6.9% YoY
|
| Net Income |
-251.94M
est: 372.62M (-167.6%)
|
-190.68M
est: -41.35M (-361.1%)
|
-80.09M
est: 22.89M (-449.8%)
|
15.49M
est: 6.45M (+140.1%)
|
45.24M
est: 25.43M (+77.9%)
|
40.28M
40.28M – 40.28M
+58.4% YoY
|
45.37M
45.37M – 45.37M
+12.6% YoY
|
| SGA |
1.54B
est: 769.98M (+100.3%)
|
258.69M
est: 263.59M (-1.9%)
|
258.89M
est: 138.23M (+87.3%)
|
211.87M
est: 160.68M (+31.9%)
|
222.80M
est: 166.87M (+33.5%)
|
190.73M
190.73M – 190.73M
+14.3% YoY
|
203.90M
203.90M – 203.90M
+6.9% YoY
|
| EPS |
-41.79
est: 15.92 (-362.5%)
|
-30.61
est: -1.77 (-1,632.6%)
|
-9.77
est: 2.70 (-461.9%)
|
1.57
est: 0.76 (+106.4%)
|
4.72
est: 3.00 (+57.4%)
|
4.75
4.75 – 4.75
+58.4% YoY
|
5.35
5.35 – 5.35
+12.6% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 1/5 | 3/5 | 2/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 1/5 | 4/5 | 2/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 4/5 | 3/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | L. Libman | 72.14M | 53.50% | 72.14M | — | 72.14M | 10.00 | IN | States | 2022-12-07 | ↗ |
| 2 | Blackstone Group Management L.L.C. | 71.62M | 63.60% | 71.62M | — | 71.62M | — | OO | — | 2022-08-10 | ↗ |
| 3 | Blackstone Inc. | 71.62M | 63.60% | 71.62M | — | 71.62M | — | CO | — | 2022-08-10 | ↗ |
| 4 | Stephen A. Schwarzman | 71.62M | 63.60% | 71.62M | — | 71.62M | — | IN | — | 2022-08-10 | ↗ |
| 5 | Family Holdings, LLC | 69.97M | 52.60% | 69.97M | — | 69.97M | 10.00 | OO | Connecticut | 2022-12-07 | ↗ |
| 6 | Blackstone Holdings I/II GP L.L.C. | 49.90M | 44.30% | 49.90M | — | 49.90M | — | OO | — | 2022-08-10 | ↗ |
| 7 | Blackstone Holdings II L.P. | 49.90M | 44.30% | 49.90M | — | 49.90M | — | PN | — | 2022-08-10 | ↗ |
| 8 | BTAS Associates – NQ L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 9 | BTAS NQ Holdings L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 10 | BTO Urban Holdings L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 11 | BTOA – NQ L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 12 | Blackstone Family GP L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 13 | Blackstone Family Tactical Opportunities Investment Partnership SMD L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | PN | — | 2022-08-10 | ↗ |
| 14 | Blackstone Tactical Opportunities Associates – NQ L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 15 | Blackstone Tactical Opportunities Fund II – C – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 16 | Blackstone Tactical Opportunities Fund II – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | PN | — | 2022-08-10 | ↗ |
| 17 | Blackstone Tactical Opportunities Fund – A (RA) – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | PN | — | 2022-08-10 | ↗ |
| 18 | Blackstone Tactical Opportunities Fund – C – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 19 | Blackstone Tactical Opportunities Fund – I – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | PN | — | 2022-08-10 | ↗ |
| 20 | Blackstone Tactical Opportunities Fund – L – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 21 | Blackstone Tactical Opportunities Fund – N – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 22 | Blackstone Tactical Opportunities Fund – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | PN | — | 2022-08-10 | ↗ |
| 23 | Blackstone Tactical Opportunities Fund – O – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 24 | Blackstone Tactical Opportunities Fund – S – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 25 | Blackstone Tactical Opportunities Fund – T – NQ L.P. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 26 | Blackstone Tactical Opportunities Fund – U – NQ L.L.C. | 49.61M | 44.20% | 49.61M | — | 49.61M | — | OO | — | 2022-08-10 | ↗ |
| 27 | Bloom Retirement Holdings Inc. | 33.89M | 28.40% | — | 33.89M | — | 33.89M | CO | — | 2023-04-10 | ↗ |
| 28 | Reza Jahangiri | 33.89M | 28.40% | — | 33.89M | — | 33.89M | IN | — | 2023-04-10 | ↗ |
| 29 | BTO Urban Holdings II L.P. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | PN | — | 2022-08-10 | ↗ |
| 30 | BTOA L.L.C. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | OO | — | 2022-08-10 | ↗ |
| 31 | Blackstone Holdings III GP L.P. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | PN | — | 2022-08-10 | ↗ |
| 32 | Blackstone Holdings III GP Management L.L.C. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | OO | — | 2022-08-10 | ↗ |
| 33 | Blackstone Holdings III L.P. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | PN | — | 2022-08-10 | ↗ |
| 34 | Blackstone Tactical Opportunities Associates L.L.C. | 21.72M | 34.70% | 21.72M | — | 21.72M | — | OO | — | 2022-08-10 | ↗ |
| 35 | Edmond Safra | 7.21M | 12.20% | 3.60M | 3.61M | 3.60M | 3.61M | IN | Italy | 2022-02-14 | ↗ |
| 36 | D1 Capital Partners L.P. | 6.98M | 11.60% | — | 6.98M | — | 6.98M | IA, PN | Delaware | 2021-10-08 | ↗ |
| 37 | Daniel Sundheim | 6.98M | 11.60% | — | 6.98M | — | 6.98M | HC, IN | Delaware | 2021-10-08 | ↗ |
| 38 | Gregorio Werthein | 3.61M | 6.10% | — | 3.61M | — | 3.61M | IN | Argentina | 2022-02-14 | ↗ |
| 39 | Replay Sponsor, LLC | 3.61M | 6.10% | — | 3.61M | — | 3.61M | OO | Delaware | 2022-02-14 | ↗ |
| 40 | EMS Capital Holding Inc. | 3.60M | 6.10% | 3.60M | — | 3.60M | — | HC, CO | Delaware | 2022-02-14 | ↗ |
| 41 | EMS Capital LP | 3.60M | 6.10% | 3.60M | — | 3.60M | — | IA, PN | Delaware | 2022-02-14 | ↗ |
| 42 | EMS Opportunity Ltd. | 3.60M | 6.10% | 3.60M | — | 3.60M | — | OO | Cayman Islands | 2022-02-14 | ↗ |
| 43 | Adage Capital Advisors, L.L.C. | 3.43M | 5.45% | — | 3.43M | — | — | OO | Delaware | 2022-12-05 | ↗ |
| 44 | Adage Capital Partners GP, L.L.C. | 3.43M | 5.45% | — | 3.43M | — | — | OO | Delaware | 2022-12-05 | ↗ |
| 45 | Adage Capital Partners, L.P. | 3.43M | 5.45% | — | 3.43M | — | — | PN | Delaware | 2022-12-05 | ↗ |
| 46 | Phillip Gross | 3.43M | 5.45% | — | 3.43M | — | — | IN | United States | 2022-12-05 | ↗ |
| 47 | Robert Atchinson | 3.43M | 5.45% | — | 3.43M | — | — | IN | United States | 2022-12-05 | ↗ |
| 48 | Mortgage Opportunity Group, LLC | 1.82M | 2.80% | 1.82M | — | 1.82M | 10.00 | OO | Connecticut | 2022-12-07 | ↗ |
| 49 | Blackstone Family Tactical Opportunities Investment Partnership NQ – ESC L.P. | 284.8K | 0.50% | 284.8K | — | 284.8K | — | PN | — | 2022-08-10 | ↗ |
| 50 | Side-by-Side | 284.8K | 0.50% | 284.8K | — | 284.8K | — | OO | — | 2022-08-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKSTONE INC. | 1.60M -1.6M (-50.0%) | 38.64M -33.0M (-46.0%) | 17.61% -11.307 pp | 0.15% -0.136 pp | USD28.12 -13.9% | 5 qtrs — |
| 2 | COOPERMAN LEON G | 1.29M +— (+0.0%) | 31.14M +2.3M (+7.9%) | 14.19% +2.538 pp | 1.03% +0.133 pp | USD13.64 +77.5% | 6 qtrs — |
| 3 | BEACH POINT CAPITAL MANAGEMENT LP | 789.4K +669.3K (+557.5%) | 19.11M +16.4M (+609.7%) | 8.71% +7.620 pp | 7.39% +6.175 pp | USD23.76 +1.9% | 4 qtrs — |
| 4 | BLACKROCK, INC. | 295.7K +18.5K (+6.7%) | 7.16M +942.3K (+15.2%) | 3.26% +0.751 pp | 0.00% +0.000 pp | USD22.97 +5.4% | 6 qtrs — |
| 5 | CITADEL ADVISORS LLC | 225.0K +192.2K (+586.0%) | 5.45M +4.7M (+640.4%) | 2.48% +2.185 pp | 0.00% +0.001 pp | USD24.01 +0.8% | 5 qtrs — |
| 6 | CAPTION MANAGEMENT, LLC | 216.3K +— (+0.0%) | 5.24M +385.0K (+7.9%) | 2.39% +0.427 pp | 0.04% -0.002 pp | USD22.43 +7.9% | 2 qtrs — |
| 7 | VANGUARD GROUP INC | 174.1K -154.6K (-47.0%) | 4.21M -3.2M (-42.8%) | 1.92% -1.057 pp | 0.00% +0.000 pp | USD17.67 +37.0% | 6 qtrs — |
| 8 | TWO SIGMA INVESTMENTS, LP | 133.4K +44.5K (+50.0%) | 3.23M +1.2M (+61.9%) | 1.47% +0.666 pp | 0.00% +0.002 pp | USD23.20 +4.4% | 3 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 126.8K +6.6K (+5.5%) | 3.07M +373.6K (+13.9%) | 1.40% +0.310 pp | 0.00% +0.000 pp | USD23.25 +4.1% | 5 qtrs — |
| 10 | MORGAN STANLEY | 112.1K -72.4K (-39.3%) | 2.71M -1.4M (-34.4%) | 1.24% -0.435 pp | 0.00% 0.000 pp | USD23.04 +5.1% | 6 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 108.4K -8.7K (-7.4%) | 2.63M -1.8K (-0.1%) | 1.20% +0.135 pp | 0.00% +0.000 pp | USD16.74 +44.6% | 6 qtrs — |
| 12 | — | 96.0K +96.0K (+100.0%) | 2.32M +2.3M (+100.0%) | 1.06% +1.059 pp | 0.11% +0.106 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 13 | RBF CAPITAL, LLC | 93.0K +— (+0.0%) | 2.25M +165.5K (+7.9%) | 1.03% +0.184 pp | 0.10% +0.007 pp | USD11.57 +109.2% | 6 qtrs — |
| 14 | MARSHALL WACE, LLP | 88.1K -4.9K (-5.2%) | 2.13M +48.0K (+2.3%) | 0.97% +0.130 pp | 0.00% 0.000 pp | USD22.43 +7.9% | 5 qtrs — |
| 15 | BRIGADE CAPITAL MANAGEMENT, LP | 82.0K +25.0K (+43.9%) | 1.99M +706.7K (+55.3%) | 0.90% +0.388 pp | 0.60% +0.443 pp | USD26.93 -10.1% | 5 qtrs — |
| 16 | RUSSELL INVESTMENTS GROUP, LTD. | 77.4K +76.1K (+5,866.5%) | 1.87M +1.8M (+6,340.0%) | 0.85% +0.843 pp | 0.00% +0.002 pp | USD24.18 +0.1% | 2 qtrs — |
| 17 | STATE STREET CORP | 73.0K -5.1K (-6.6%) | 1.77M +14.7K (+0.8%) | 0.81% +0.098 pp | 0.00% +0.000 pp | USD24.88 -2.7% | 5 qtrs — |
| 18 | DIMENSIONAL FUND ADVISORS LP | 65.1K +15.9K (+32.3%) | 1.58M +472.2K (+42.8%) | 0.72% +0.273 pp | 0.00% +0.000 pp | USD22.55 +7.4% | 4 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 53.8K +53.8K (+100.0%) | 1.30M +1.3M (+100.0%) | 0.59% +0.594 pp | 0.00% +0.001 pp | USD24.21 +0.0% | 6 qtrs — |
| 20 | NFJ INVESTMENT GROUP, LLC | 52.1K -2.3K (-4.2%) | 1.26M +41.1K (+3.4%) | 0.58% +0.082 pp | 0.05% +0.004 pp | USD22.43 +7.9% | 2 qtrs — |
| 21 | LAZARD ASSET MANAGEMENT LLC | 47.4K +47.4K (+100.0%) | 1.15M +1.1M (+100.0%) | 0.52% +0.522 pp | 0.00% +0.002 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 22 | GOLDMAN SACHS GROUP INC | 40.3K +13.0K (+47.7%) | 976.5K +364.1K (+59.5%) | 0.44% +0.198 pp | 0.00% +0.000 pp | USD24.71 -2.0% | 5 qtrs — |
| 23 | UBS GROUP AG | 35.6K +448.0 (+1.3%) | 860.8K +73.3K (+9.3%) | 0.39% +0.074 pp | 0.00% +0.000 pp | USD22.65 +6.9% | 6 qtrs — |
| 24 | JPMORGAN CHASE & CO | 35.2K -5.0K (-12.3%) | 853.0K -48.5K (-5.4%) | 0.39% +0.025 pp | 0.00% +0.000 pp | USD22.48 +7.7% | 6 qtrs — |
| 25 | JANE STREET GROUP, LLC | 34.9K +34.9K (+100.0%) | 843.8K +843.8K (+100.0%) | 0.38% +0.385 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 4 qtrs — |
| 26 | SQUAREPOINT OPS LLC | 33.7K +12.6K (+59.3%) | 817.1K +341.8K (+71.9%) | 0.37% +0.180 pp | 0.00% +0.000 pp | USD23.09 +4.9% | 4 qtrs — |
| 27 | NORTHERN TRUST CORP | 33.6K -1.6K (-4.5%) | 812.6K +24.7K (+3.1%) | 0.37% +0.052 pp | 0.00% +0.000 pp | USD25.31 -4.3% | 5 qtrs — |
| 28 | TWO SIGMA ADVISERS, LP | 33.1K +11.2K (+51.1%) | 800.7K +309.7K (+63.1%) | 0.36% +0.167 pp | 0.00% +0.001 pp | USD23.03 +5.1% | 2 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 29.6K +18.3K (+163.1%) | 716.2K +464.0K (+183.9%) | 0.33% +0.224 pp | 0.00% +0.000 pp | USD23.87 +1.4% | 3 qtrs — |
| 30 | STATE OF WISCONSIN INVESTMENT BOARD | 28.6K +15.7K (+122.5%) | 691.2K +403.4K (+140.2%) | 0.31% +0.199 pp | 0.00% +0.001 pp | USD23.41 +3.4% | 2 qtrs — |
| 31 | HRT FINANCIAL LP | 26.6K +14.3K (+115.3%) | 644.0K +367.0K (+132.5%) | 0.29% +0.182 pp | 0.00% +0.001 pp | USD23.38 +3.6% | 4 qtrs — |
| 32 | CITIZENS FINANCIAL GROUP INC/RI | 25.0K -3.5K (-12.3%) | 605.3K -34.0K (-5.3%) | 0.28% +0.018 pp | 0.01% -0.001 pp | USD26.35 -8.1% | 5 qtrs — |
| 33 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 22.0K +— (+0.0%) | 532.6K +39.2K (+7.9%) | 0.24% +0.043 pp | 0.05% -0.003 pp | USD22.43 +7.9% | 2 qtrs — |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18.2K +1.4K (+8.3%) | 441.6K +63.8K (+16.9%) | 0.20% +0.049 pp | 0.00% +0.000 pp | USD23.39 +3.5% | 3 qtrs — |
| 35 | D. E. SHAW & CO., INC. | 17.4K +17.4K (+100.0%) | 421.1K +421.1K (+100.0%) | 0.19% +0.192 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 36 | PEAK6 LLC | 15.7K -57.5K (-78.6%) | 380.1K -1.3M (-76.8%) | 0.17% -0.490 pp | 0.00% -0.002 pp | USD24.76 -2.2% | 5 qtrs — |
| 37 | XTX TOPCO LTD | 13.5K +13.5K (+100.0%) | 327.2K +327.2K (+100.0%) | 0.15% +0.149 pp | 0.01% +0.009 pp | USD24.21 +0.0% | 5 qtrs — |
| 38 | FIRST TRUST ADVISORS LP | 12.0K -4.4K (-27.0%) | 289.9K -78.1K (-21.2%) | 0.13% -0.017 pp | 0.00% 0.000 pp | USD22.43 +7.9% | 2 qtrs — |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.0K -54.4K (-84.5%) | 242.1K -1.2M (-83.2%) | 0.11% -0.473 pp | 0.00% 0.000 pp | USD23.83 +1.6% | 5 qtrs — |
| 40 | SIG BROKERAGE, LP | 10.0K +10.0K (+100.0%) | 242.1K +242.1K (+100.0%) | 0.11% +0.110 pp | 0.01% +0.008 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 41 | JACOBS LEVY EQUITY MANAGEMENT, INC | 9.9K +9.9K (+100.0%) | 238.9K +238.9K (+100.0%) | 0.11% +0.109 pp | 0.00% +0.001 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 42 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8.5K +8.5K (+100.0%) | 206.9K +206.9K (+100.0%) | 0.09% +0.094 pp | 0.00% +0.004 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 43 | VERITION FUND MANAGEMENT LLC | 8.3K +8.3K (+100.0%) | 201.2K +201.2K (+100.0%) | 0.09% +0.092 pp | 0.00% +0.001 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 44 | PALISADES INVESTMENT PARTNERS, LLC | 8.3K +8.3K (+100.0%) | 201.2K +201.2K (+100.0%) | 0.09% +0.092 pp | 0.08% +0.076 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 45 | BARCLAYS PLC | 7.9K +1.5K (+23.9%) | 191.4K +48.3K (+33.7%) | 0.09% +0.029 pp | 0.00% +0.000 pp | USD27.36 -11.5% | 5 qtrs — |
| 46 | WELLS FARGO & COMPANY/MN | 7.2K -34.1K (-82.6%) | 174.3K -752.0K (-81.2%) | 0.08% -0.295 pp | 0.00% 0.000 pp | USD22.43 +7.9% | 2 qtrs — |
| 47 | BANK OF AMERICA CORP /DE/ | 6.9K -34.5K (-83.3%) | 167.4K -762.0K (-82.0%) | 0.08% -0.299 pp | 0.00% 0.000 pp | USD23.41 +3.4% | 6 qtrs — |
| 48 | LOS ANGELES CAPITAL MANAGEMENT LLC | 5.2K +5.2K (+100.0%) | 113.1K +113.1K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 49 | RHUMBLINE ADVISERS | 4.1K -346.0 (-7.7%) | 100.3K -382.0 (-0.4%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD23.29 +4.0% | 3 qtrs — |
| 50 | DEUTSCHE BANK AG\ | 3.7K +3.7K (+100.0%) | 90.6K +90.6K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 3 qtrs — |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND | 3.4K +— (+0.0%) | 82.3K +6.1K (+7.9%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD23.32 +3.8% | 3 qtrs — |
| 52 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 3.3K +2.0K (+160.4%) | 80.0K +51.5K (+181.0%) | 0.04% +0.025 pp | 0.02% 0.000 pp | USD23.53 +2.9% | 4 qtrs — |
| 53 | QUEST PARTNERS LLC | 2.8K +— (+0.0%) | 68.7K +5.1K (+7.9%) | 0.03% +0.006 pp | 0.00% 0.000 pp | USD23.29 +4.0% | 3 qtrs — |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.3K +170.0 (+7.8%) | 56.6K +8.0K (+16.4%) | 0.03% +0.006 pp | 0.00% +0.000 pp | USD23.38 +3.6% | 3 qtrs — |
| 55 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.2K +1.3K (+155.2%) | 53.2K +33.9K (+175.4%) | 0.02% +0.016 pp | 0.00% +0.001 pp | USD23.43 +3.3% | 6 qtrs — |
| 56 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.3K +— (+0.0%) | 30.3K +2.2K (+7.9%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD23.32 +3.8% | 3 qtrs — |
| 57 | FMR LLC | 872.00 -1.5K (-63.5%) | 21.1K -32.5K (-60.7%) | 0.01% -0.012 pp | 0.00% +0.000 pp | USD20.43 +18.5% | 6 qtrs — |
| 58 | AMERITAS INVESTMENT PARTNERS, INC. | 453.00 +— (+0.0%) | 11.0K +806.0 (+7.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD23.32 +3.8% | 3 qtrs — |
| 59 | LEGAL & GENERAL GROUP PLC | 403.00 +— (+0.0%) | 9.8K +718.0 (+7.9%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.32 +3.8% | 3 qtrs — |
| 60 | DV TRADING LLC | 400.00 +400.0 (+100.0%) | 9.7K +9.7K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 61 | CITIGROUP INC | 388.00 +308.0 (+385.0%) | 9.4K +7.6K (+423.3%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD24.01 +0.8% | 6 qtrs — |
| 62 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 313.00 +36.0 (+13.0%) | 7.6K +1.4K (+22.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.42 +3.4% | 3 qtrs — |
| 63 | STERLING CAPITAL MANAGEMENT LLC | 306.00 +— (+0.0%) | 7.4K +544.0 (+7.9%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.77 +6.3% | 3 qtrs — |
| 64 | AMALGAMATED BANK | 160.00 +8.0 (+5.3%) | 4.0K +1.0K (+33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.36 +3.6% | 3 qtrs — |
| 65 | CWM, LLC | 92.00 +92.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD24.21 +0.0% | 1 qtrs NEW |
| 66 | PHYSICIAN WEALTH ADVISORS, INC. | 46.00 +— (+0.0%) | 1.1K +82.0 (+7.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.30 +3.9% | 3 qtrs — |
| 67 | FOUNDERS CAPITAL MANAGEMENT | 20.00 +— (+0.0%) | 484.00 +35.0 (+7.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.25 +13.9% | 4 qtrs — |
| 68 | ALLWORTH FINANCIAL LP | 5.00 +4.0 (+400.0%) | 122.00 +99.0 (+430.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.60 +2.6% | 2 qtrs — |
| 69 | FARTHER FINANCE ADVISORS, LLC | 1.00 +— (+0.0%) | 24.00 +2.0 (+9.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.00 +120.1% | 6 qtrs — |
| 70 | IFP ADVISORS, INC | 1.00 +1.0 (+100.0%) | 24.00 +24.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD24.00 +0.9% | 1 qtrs NEW |
| 71 | SRS CAPITAL ADVISORS, INC. | — -16.0 (-100.0%) | — -359.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 72 | CI PRIVATE WEALTH, LLC | — -80.0K (-100.0%) | — -1.8M (-100.0%) | 0.00% -0.725 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 73 | QUANTBOT TECHNOLOGIES LP | — -9.6K (-100.0%) | — -215.3K (-100.0%) | 0.00% -0.087 pp | 0.00% -0.006 pp | USD— | 2 qtrs SOLD |
| 74 | TOROSO INVESTMENTS, LLC | — -13.6K (-100.0%) | — -304.3K (-100.0%) | 0.00% -0.123 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 75 | NISA INVESTMENT ADVISORS, LLC | — -70.0 (-100.0%) | — -1.6K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 76 | TUDOR INVESTMENT CORP ET AL | — -24.6K (-100.0%) | — -552.7K (-100.0%) | 0.00% -0.223 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 77 | FEDERATED HERMES, INC. | — -374.0 (-100.0%) | — -8.4K (-100.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 78 | FINANCIAL CONSULATE, INC | — -10.0 (-100.0%) | — -225.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 79 | FORTITUDE FAMILY OFFICE, LLC | — -23.0 (-100.0%) | — -516.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 80 | GROUP ONE TRADING, L.P. | — -11.7K (-100.0%) | — -261.4K (-100.0%) | 0.00% -0.106 pp | 0.00% -0.001 pp | USD— | 3 qtrs SOLD |
| 81 | GSA CAPITAL PARTNERS LLP | — -9.4K (-100.0%) | — -211.0K (-100.0%) | 0.00% -0.085 pp | 0.00% -0.018 pp | USD— | 3 qtrs SOLD |
| 82 | INVESCO LTD. | — -140.3K (-100.0%) | — -3.1M (-100.0%) | 0.00% -1.271 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 83 | INTEGRATED WEALTH CONCEPTS LLC | — -34.1K (-100.0%) | — -763.9K (-100.0%) | 0.00% -0.308 pp | 0.00% -0.007 pp | USD— | 5 qtrs SOLD |
| 84 | PRINCIPAL SECURITIES, INC. | — -7.7K (-100.0%) | — -172.7K (-100.0%) | 0.00% -0.070 pp | 0.00% -0.003 pp | USD— | 3 qtrs SOLD |
| 85 | RENAISSANCE TECHNOLOGIES LLC | — -30.3K (-100.0%) | — -679.3K (-100.0%) | 0.00% -0.274 pp | 0.00% -0.001 pp | USD— | 6 qtrs SOLD |
| 86 | ROYAL BANK OF CANADA | — -123.8K (-100.0%) | — -2.8M (-100.0%) | 0.00% -1.121 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 87 | CORIENT IA LLC | — -80.0K (-100.0%) | — -1.8M (-100.0%) | 0.00% -0.725 pp | 0.00% -1.344 pp | USD— | 3 qtrs SOLD |
| 88 | SIMPLEX TRADING, LLC | — -25.0K (-100.0%) | — -560.0K (-100.0%) | 0.00% -0.226 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 89 | PEKIN HARDY STRAUSS, INC. | — -10.3K (-100.0%) | — -229.9K (-100.0%) | 0.00% -0.093 pp | 0.00% -0.023 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.17% | 432.6K | 0.65% |
| 2 | iShares Micro-Cap ETF IWC | 0.02% | 343.6K | 0.60% |
| 3 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 146.5K | 0.38% |
| 4 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.02% | 196.6K | 0.39% |
| 5 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 3.73M | 0.25% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.13M | 0.24% |
| 7 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 207.3K | 0.25% |
| 8 | Dimensional - US Vector Equity ETF DXUV | 0.01% | 25.8K | 0.28% |
| 9 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 65.0K | 0.06% |
| 10 | Invesco BuyBack Achievers ETF PKW | 0.00% | 80.6K | 0.62% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 19.54 | 14.7K | 127,762 | D | ↗ |
| 2026-04-20 | Prahm Jeremy | Officer | S-Sale | D | Class A Common Stock | 6,000 | 23.01 | 138.0K | 232,196 | D | ↗ |
| 2026-04-06 | Prahm Jeremy | Officer | S-Sale | D | Class A Common Stock | 5,228 | 17.83 | 93.2K | 238,196 | D | ↗ |
| 2026-04-01 | Thornock Tai A. | Officer | M-Exempt | A | Class A Common Stock | 3,995 | 0.00 | — | 23,110 | D | ↗ |
| 2026-04-01 | Sieffert Kristen N | Officer | M-Exempt | A | Class A Common Stock | 13,440 | 0.00 | — | 92,239 | D | ↗ |
| 2026-04-01 | Richmond Lauren | Officer | M-Exempt | A | Class A Common Stock | 3,995 | 0.00 | — | 41,372 | D | ↗ |
| 2026-04-01 | Prahm Jeremy | Officer | M-Exempt | D | Restricted Stock Units | 40,322 | 0.00 | — | 0 | D | ↗ |
| 2026-04-01 | Fleming Graham | Officer | M-Exempt | A | Class A Common Stock | 32,958 | 0.00 | — | 306,701 | D | ↗ |
| 2026-04-01 | Engel Matthew A | Officer | M-Exempt | D | Restricted Stock Units | 10,833 | 0.00 | — | 10,834 | D | ↗ |
| 2026-03-23 | Prahm Jeremy | Officer | S-Sale | D | Class A Common Stock | 6,000 | 17.50 | 105.0K | 167,294 | D | ↗ |
| 2026-03-13 | Engel Matthew A | Officer | P-Purchase | A | Class A Common Stock | 10,600 | 16.45 | 174.4K | 33,436 | D | ↗ |
| 2026-03-13 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 28 | 16.10 | 450.80 | 1,267,718 | I | ↗ |
| 2026-03-02 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 18.82 | 14.1K | 78,799 | D | ↗ |
| 2026-02-27 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | S-Sale | D | Class A Common Stock | 1,208,126 | 10.00 | 12.08M | 0 | I | ↗ |
| 2026-02-27 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | S-Sale | D | LLC Units of Finance of America Equity Capital LLC | 13,805 | 0.00 | — | 0 | I | ↗ |
| 2026-02-27 | BTO Urban Holdings L.L.C. | 10% Owner | S-Sale | D | Class B Common Stock | 1 | 0.00 | — | 0 | I | ↗ |
| 2026-02-02 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 23.32 | 17.5K | 79,549 | D | ↗ |
| 2026-01-16 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 24.58 | 27.0K | 10,650 | D | ↗ |
| 2026-01-02 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 24.18 | 18.1K | 80,299 | D | ↗ |
| 2025-12-19 | Thornock Tai A. | Officer | A-Award | A | Stock Options (Right to Buy) | 20,000 | 25.00 | 500.0K | 20,000 | D | ↗ |
| 2025-12-19 | Sieffert Kristen N | Officer | A-Award | A | Stock Options (Right to Buy) | 150,000 | 25.00 | 3.75M | 150,000 | D | ↗ |
| 2025-12-19 | Richmond Lauren | Officer | A-Award | A | Stock Options (Right to Buy) | 75,000 | 25.00 | 1.88M | 75,000 | D | ↗ |
| 2025-12-19 | Prahm Jeremy | Officer | A-Award | A | Stock Options (Right to Buy) | 200,000 | 25.00 | 5.00M | 200,000 | D | ↗ |
| 2025-12-19 | Fleming Graham | Officer | A-Award | A | Stock Options (Right to Buy) | 200,000 | 25.00 | 5.00M | 200,000 | D | ↗ |
| 2025-12-19 | Engel Matthew A | Officer | A-Award | A | Stock Options (Right to Buy) | 45,000 | 25.00 | 1.13M | 45,000 | D | ↗ |
| 2025-12-16 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 23.04 | 25.3K | 11,750 | D | ↗ |
| 2025-12-04 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | S-Sale | D | Class A Common Stock | 1,208,126 | 10.00 | 12.08M | 1,208,126 | I | ↗ |
| 2025-12-04 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | S-Sale | D | Class A Common Stock | 2,161 | 10.00 | 21.6K | 2,161 | I | ↗ |
| 2025-12-04 | BTO Urban Holdings L.L.C. | 10% Owner | S-Sale | D | Class A Common Stock | 2,161 | 10.00 | 21.6K | 2,161 | I | ↗ |
| 2025-12-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 23.50 | 17.6K | 81,049 | D | ↗ |
| 2025-11-17 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 22.63 | 24.9K | 12,850 | D | ↗ |
| 2025-11-17 | Engel Matthew A | Officer | M-Exempt | A | Class A Common Stock | 12,452 | 0.00 | — | 27,292 | D | ↗ |
| 2025-11-12 | Sieffert Kristen N | Officer | A-Award | A | Class B Units of Finance of America Equity Capital LLC | 400,000 | 0.00 | — | 400,000 | D | ↗ |
| 2025-11-12 | Richmond Lauren | Officer | A-Award | A | Class B Units of Finance of America Equity Capital LLC | 150,000 | 0.00 | — | 150,000 | D | ↗ |
| 2025-11-12 | Prahm Jeremy | Officer | A-Award | A | Class B Units of Finance of America Equity Capital LLC | 700,000 | 0.00 | — | 700,000 | D | ↗ |
| 2025-11-12 | Fleming Graham | Officer | A-Award | A | Class B Units of Finance of America Equity Capital LLC | 700,000 | 0.00 | — | 700,000 | D | ↗ |
| 2025-11-12 | Engel Matthew A | Officer | A-Award | A | Class B Units of Finance of America Equity Capital LLC | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-11-03 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 21.86 | 16.4K | 81,799 | D | ↗ |
| 2025-10-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 22.10 | 16.6K | 82,549 | D | ↗ |
| 2025-09-16 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 25.87 | 28.5K | 15,050 | D | ↗ |
| 2025-09-02 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 26.26 | 19.7K | 83,299 | D | ↗ |
| 2025-08-18 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 27.21 | 29.9K | 16,150 | D | ↗ |
| 2025-08-05 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,628 | 22.53 | 239.4K | 1,267,690 | I | ↗ |
| 2025-08-04 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Convertible Notes | 789,473 | 19.00 | 15.00M | 789,473 | I | ↗ |
| 2025-08-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 20.95 | 15.7K | 84,049 | D | ↗ |
| 2025-07-16 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 23.25 | 25.6K | 17,250 | D | ↗ |
| 2025-07-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 23.12 | 17.3K | 84,799 | D | ↗ |
| 2025-06-20 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 1,112 | 20.90 | 23.2K | 1,257,062 | I | ↗ |
| 2025-06-18 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 8,778 | 21.00 | 184.3K | 1,255,950 | I | ↗ |
| 2025-06-17 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,000 | 21.20 | 212.0K | 1,247,172 | I | ↗ |
| 2025-06-16 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 21.35 | 23.5K | 18,350 | D | ↗ |
| 2025-06-11 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 4,597 | 21.90 | 100.7K | 1,237,172 | I | ↗ |
| 2025-06-10 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,000 | 22.00 | 220.0K | 1,232,575 | I | ↗ |
| 2025-06-02 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 21.47 | 16.1K | 85,549 | D | ↗ |
| 2025-05-28 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 22.24 | 24.5K | 19,450 | D | ↗ |
| 2025-05-22 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 45 | 21.33 | 959.85 | 45 | I | ↗ |
| 2025-05-20 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 250 | 22.70 | 5.7K | 12,350 | I | ↗ |
| 2025-05-19 | West Lance | Director | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | Pratcher Tyson Anwar | Director | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | LIBMAN BRIAN L | Director / 10% Owner | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | Gardner Cory | Director | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | Essex Andrew | Director | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | Corio Norma | Director | A-Award | A | Restricted Stock Units | 4,570 | 0.00 | — | 4,570 | D | ↗ |
| 2025-05-19 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,300 | 21.42 | 220.6K | 12,100 | I | ↗ |
| 2025-05-14 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 6,201 | 21.00 | 130.2K | 1,222,575 | I | ↗ |
| 2025-05-13 | West Lance | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-13 | Pratcher Tyson Anwar | Director | M-Exempt | A | Class A Common Stock | 10,000 | 0.00 | — | 22,280 | D | ↗ |
| 2025-05-13 | Lord Robert | Director | M-Exempt | A | Class A Common Stock | 10,000 | 0.00 | — | 22,280 | D | ↗ |
| 2025-05-13 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 10,000 | 0.00 | — | 30,774 | D | ↗ |
| 2025-05-13 | Corio Norma | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-09 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 987 | 20.63 | 20.4K | 1,800 | I | ↗ |
| 2025-05-01 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 21.01 | 15.8K | 86,299 | D | ↗ |
| 2025-04-23 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 20.00 | 22.0K | 20,550 | D | ↗ |
| 2025-04-08 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,000 | 19.30 | 193.0K | 1,216,374 | I | ↗ |
| 2025-04-03 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 5,000 | 20.75 | 103.8K | 1,206,374 | I | ↗ |
| 2025-04-01 | Thornock Tai A. | Officer | F-InKind | D | Class A Common Stock | 335 | 21.26 | 7.1K | 13,084 | D | ↗ |
| 2025-04-01 | Sieffert Kristen N | Officer | M-Exempt | A | Class A Common Stock | 5,428 | 0.00 | — | 56,403 | D | ↗ |
| 2025-04-01 | Richmond Lauren | Officer | M-Exempt | A | Class A Common Stock | 325 | 0.00 | — | 19,068 | D | ↗ |
| 2025-04-01 | Prahm Jeremy | Officer | M-Exempt | A | Class A Common Stock | 40,323 | 0.00 | — | 150,803 | D | ↗ |
| 2025-04-01 | Fleming Graham | Officer | M-Exempt | D | Restricted Stock Units | 16,286 | 0.00 | — | 0 | D | ↗ |
| 2025-04-01 | Engel Matthew A | Officer | A-Award | A | Restricted Stock Units | 42,246 | 0.00 | — | 42,246 | D | ↗ |
| 2025-03-19 | Thornock Tai A. | Officer | S-Sale | D | Class A Common Stock | 1,100 | 22.35 | 24.6K | 12,442 | D | ↗ |
| 2025-03-19 | Sieffert Kristen N | Officer | S-Sale | D | Class A Common Stock | 750 | 22.35 | 16.8K | 50,975 | D | ↗ |
| 2025-03-19 | Gardner Cory | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-19 | Essex Andrew | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-13 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 266 | 20.00 | 5.3K | 1,201,374 | I | ↗ |
| 2025-03-12 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 20,000 | 17.39 | 347.8K | 1,201,108 | I | ↗ |
| 2025-03-10 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 30,000 | 20.80 | 624.0K | 1,181,108 | I | ↗ |
| 2025-03-06 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 10,216 | 21.00 | 214.5K | 1,151,108 | I | ↗ |
| 2025-03-04 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 13,000 | 20.95 | 272.4K | 1,140,892 | I | ↗ |
| 2025-02-25 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 6,645 | 21.00 | 139.5K | 1,127,892 | I | ↗ |
| 2025-02-24 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 40,000 | 21.70 | 868.0K | 1,121,247 | I | ↗ |
| 2025-02-03 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 565 | 24.00 | 13.6K | 1,081,247 | I | ↗ |
| 2024-12-12 | Corio Norma | Director | P-Purchase | A | Class A Common Stock | 4,300 | 25.61 | 110.1K | 16,580 | D | ↗ |
| 2024-12-10 | West Lance | Director | S-Sale | D | Class A Common Stock | 23,245 | 22.10 | 513.7K | 0 | I | ↗ |
| 2024-12-06 | West Lance | Director | S-Sale | D | Class A Common Stock | 6,750 | 21.00 | 141.8K | 23,245 | I | ↗ |
| 2024-12-05 | West Lance | Director | S-Sale | D | Class A Common Stock | 26,368 | 21.04 | 554.8K | 29,995 | I | ↗ |
| 2024-12-04 | West Lance | Director | S-Sale | D | Class A Common Stock | 9,072 | 20.46 | 185.6K | 60,928 | I | ↗ |
| 2024-11-15 | Engel Matthew A | Officer | M-Exempt | D | Restricted Stock Units | 12,452 | 0.00 | — | 24,904 | D | ↗ |
| 2024-11-08 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 991 | 14.91 | 14.8K | 1,080,682 | I | ↗ |
| 2024-11-07 | Thornock Tai A. | Officer | A-Award | A | Options (Right to Buy) | 20,000 | 25.00 | 500.0K | 20,000 | D | ↗ |
| 2024-11-07 | Sieffert Kristen N | Officer | A-Award | A | Options (Right to Buy) | 150,000 | 25.00 | 3.75M | 150,000 | D | ↗ |
| 2024-11-07 | Richmond Lauren | Officer | A-Award | A | Options (Right to Buy) | 45,000 | 25.00 | 1.13M | 45,000 | D | ↗ |
| 2024-11-07 | Prahm Jeremy | Officer | A-Award | A | Options (Right to Buy) | 200,000 | 25.00 | 5.00M | 200,000 | D | ↗ |
| 2024-11-07 | Fleming Graham | Officer | A-Award | A | Options (Right to Buy) | 200,000 | 25.00 | 5.00M | 200,000 | D | ↗ |
| 2024-11-07 | Engel Matthew A | Officer | A-Award | A | Options (Right to Buy) | 45,000 | 25.00 | 1.13M | 45,000 | D | ↗ |
| 2024-10-31 | LIBMAN BRIAN L | Director / 10% Owner | A-Award | A | 10.000% Exchangeable Senior Secured Notes due 2029 | 0 | 0.00 | — | 0 | I | ↗ |
| 2024-10-09 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 17,226 | 10.00 | 172.3K | 1,079,691 | I | ↗ |
| 2024-10-08 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 283 | 10.02 | 2.8K | 783 | I | ↗ |
| 2024-10-07 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 2,277 | 10.00 | 22.8K | 1,062,465 | I | ↗ |
| 2024-10-04 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 2,212 | 10.00 | 22.1K | 1,060,188 | I | ↗ |
| 2024-10-03 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 8,461 | 10.00 | 84.6K | 1,057,976 | I | ↗ |
| 2024-09-26 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 4,862 | 10.00 | 48.6K | 1,049,515 | I | ↗ |
| 2024-09-25 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 64 | 10.00 | 640.00 | 1,044,653 | I | ↗ |
| 2024-09-24 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 1,080 | 10.00 | 10.8K | 1,044,589 | I | ↗ |
| 2024-08-29 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 204 | 7.00 | 1.4K | 1,043,509 | I | ↗ |
| 2024-08-28 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 23,703 | 7.00 | 165.9K | 1,043,305 | I | ↗ |
| 2024-08-27 | COOPERMAN LEON G | 10% Owner | P-Purchase | A | Class A Common Stock, par value $0.0001 per share | 27,474 | 7.10 | 195.1K | 1,019,602 | I | ↗ |
| 2024-08-26 | COOPERMAN LEON G | 10% Owner | — | — | Class A Common Stock, par value $0.0001 per share | 0 | 0.00 | — | 500 | I | ↗ |
| 2024-05-13 | West Lance | Director | M-Exempt | D | Restricted Stock Units | 56,497 | 0.00 | — | 0 | — | ↗ |
| 2024-05-13 | Pratcher Tyson Anwar | Director | A-Award | A | Restricted Stock Units | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2024-05-13 | Lord Robert | Director | A-Award | A | Restricted Stock Units | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2024-05-13 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 56,497 | 0.00 | — | 0 | — | ↗ |
| 2024-05-13 | Corio Norma | Director | M-Exempt | D | Restricted Stock Units | 56,497 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | Thornock Tai A. | Officer | F-InKind | D | Class A Common Stock | 11,800 | 0.74 | 8.7K | 102,513 | — | ↗ |
| 2024-04-01 | Sieffert Kristen N | Officer | M-Exempt | A | Class A Common Stock | 134,408 | 0.00 | — | 565,216 | — | ↗ |
| 2024-04-01 | Richmond Lauren | Officer | F-InKind | D | Class A Common Stock | 966 | 0.74 | 710.11 | 158,158 | — | ↗ |
| 2024-04-01 | Prahm Jeremy | Officer | F-InKind | D | Class A Common Stock | 123,388 | 0.74 | 90.7K | 991,788 | — | ↗ |
| 2024-04-01 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 583,046 | 0.00 | — | 69,550,568 | — | ↗ |
| 2024-04-01 | Fleming Graham | Officer | D-Return | D | Class A Common Stock | 10,434 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | Engel Matthew A | Officer | A-Award | A | Restricted Stock Units | 325,000 | 0.00 | — | 325,000 | — | ↗ |
| 2024-04-01 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 2,262 | 0.00 | — | 43,228 | — | ↗ |
| 2024-04-01 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 394,081 | 0.00 | — | 7,717,103 | — | ↗ |
| 2024-04-01 | BTO Urban Holdings L.L.C. | 10% Owner | C-Conversion | A | Class A Common Stock | 394,081 | 0.00 | — | 8,111,184 | — | ↗ |
| 2024-03-08 | Sieffert Kristen N | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 396 | 0.00 | — | 539,454 | — | ↗ |
| 2024-03-08 | Prahm Jeremy | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 339 | 0.00 | — | 462,683 | — | ↗ |
| 2024-03-08 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 50,409 | 0.00 | — | 70,133,614 | — | ↗ |
| 2024-03-08 | Fleming Graham | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 902 | 0.00 | — | 1,230,393 | — | ↗ |
| 2024-03-08 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | C-Conversion | A | Class A Common Stock | 196 | 0.00 | — | 43,424 | — | ↗ |
| 2024-03-08 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 196 | 0.00 | — | 43,228 | — | ↗ |
| 2024-03-08 | BTO Urban Holdings L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 196 | 0.00 | — | 43,228 | — | ↗ |
| 2023-12-29 | Bloom Retirement Holdings Inc. | 10% Owner | C-Conversion | D | FOAEC Units | 8,000,000 | 0.00 | — | 25,893,666 | — | ↗ |
| 2023-11-15 | Engel Matthew A | Officer | A-Award | A | Restricted Stock Units | 373,563 | 0.00 | — | 373,563 | — | ↗ |
| 2023-11-09 | Prahm Jeremy | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 136 | 0.00 | — | 463,022 | — | ↗ |
| 2023-11-09 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 20,162 | 0.00 | — | 70,184,023 | — | ↗ |
| 2023-11-09 | BTO Urban Holdings L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 5,965 | 0.00 | — | 24,349,925 | — | ↗ |
| 2023-08-10 | Sieffert Kristen N | Officer | M-Exempt | A | Class A Common Stock | 817 | 0.00 | — | 817 | — | ↗ |
| 2023-08-10 | Prahm Jeremy | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 701 | 0.00 | — | 463,158 | — | ↗ |
| 2023-08-10 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 104,175 | 0.00 | — | 70,204,185 | — | ↗ |
| 2023-08-10 | Fleming Graham | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 1,864 | 0.00 | — | 1,231,656 | — | ↗ |
| 2023-08-10 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 70,412 | 0.00 | — | 48,541,003 | — | ↗ |
| 2023-08-10 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 404 | 0.00 | — | 278,651 | — | ↗ |
| 2023-08-10 | BTO Urban Holdings L.L.C. | 10% Owner | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 404 | 0.00 | — | 278,651 | — | ↗ |
| 2023-06-08 | West Lance | Director | M-Exempt | D | Restricted Stock Units | 47,619 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | Pratcher Tyson Anwar | Director | A-Award | A | Restricted Stock Units | 56,497 | 0.00 | — | 56,497 | — | ↗ |
| 2023-06-08 | Lord Robert | Director | A-Award | A | Restricted Stock Units | 56,497 | 0.00 | — | 56,497 | — | ↗ |
| 2023-06-08 | LIBMAN BRIAN L | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 47,619 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | Corio Norma | Director | M-Exempt | D | Restricted Stock Units | 47,619 | 0.00 | — | 0 | — | ↗ |
| 2023-04-05 | Sieffert Kristen N | Officer | — | D | Restricted Stock Units | 403,226 | 0.00 | — | 0 | — | ↗ |
| 2023-04-03 | Thornock Tai A. | Officer | M-Exempt | D | Restricted Stock Units | 9,772 | 0.00 | — | 19,544 | — | ↗ |
| 2023-04-03 | Richmond Lauren | Officer | M-Exempt | D | Restricted Stock Units | 3,257 | 0.00 | — | 6,515 | — | ↗ |
| 2023-04-03 | Prahm Jeremy | Officer | D-Return | D | Class A Common Stock | 7,745 | 0.00 | — | 0 | — | ↗ |
| 2023-04-03 | LIBMAN BRIAN L | Director / 10% Owner | D-Return | D | Class A Common Stock | 1,150,958 | 0.00 | — | 10,869,566 | — | ↗ |
| 2023-04-03 | Gericke Johan | Officer | F-InKind | D | Class A Common Stock | 25,443 | 1.24 | 31.5K | 102,166 | — | ↗ |
| 2023-04-03 | Fleming Graham | Officer | M-Exempt | A | Class A Common Stock | 162,866 | 0.00 | — | 722,257 | — | ↗ |
| 2023-04-03 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 777,935 | 0.00 | — | 7,717,103 | — | ↗ |
| 2023-04-03 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | J-Other | D | Class A Common Stock | 340,506 | 0.00 | — | 24,386,710 | — | ↗ |
| 2023-04-03 | Blackstone Holdings III L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 777,935 | 0.00 | — | 8,495,038 | — | ↗ |
| 2023-04-03 | BTO Urban Holdings L.L.C. | 10% Owner | C-Conversion | A | Class A Common Stock | 4,466 | 0.00 | — | 47,694 | — | ↗ |
| 2023-03-31 | Thornock Tai A. | Officer | A-Award | A | Restricted Stock Units | 120,968 | 0.00 | — | 120,968 | — | ↗ |
| 2023-03-31 | Richmond Lauren | Officer | A-Award | A | Restricted Stock Units | 120,968 | 0.00 | — | 120,968 | — | ↗ |
| 2023-03-31 | Prahm Jeremy | Officer | A-Award | A | Restricted Stock Units | 1,209,678 | 0.00 | — | 1,209,678 | — | ↗ |
| 2023-03-31 | LIBMAN BRIAN L | Director / 10% Owner | A-Award | A | Class A Common Stock | 10,869,566 | 1.38 | 15.00M | 10,869,566 | — | ↗ |
| 2023-03-31 | Gericke Johan | Officer | A-Award | A | Restricted Stock Units | 524,194 | 0.00 | — | 524,194 | — | ↗ |
| 2023-03-31 | Fleming Graham | Officer | A-Award | A | Restricted Stock Units | 1,209,678 | 0.00 | — | 1,209,678 | — | ↗ |
| 2023-03-31 | Bloom Retirement Holdings Inc. | 10% Owner | — | I | LLC Units of Finance of America Equity Capital LLC | 33,893,666 | 0.00 | — | 0 | — | ↗ |
| 2023-03-31 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | 10% Owner | P-Purchase | A | Class A Common Stock | 7,717,103 | 1.38 | 10.65M | 7,717,103 | — | ↗ |
| 2023-03-31 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | 10% Owner | P-Purchase | A | Class A Common Stock | 3,109,235 | 1.38 | 4.29M | 24,727,216 | — | ↗ |
| 2023-03-31 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Class A Common Stock | 43,228 | 1.38 | 59.7K | 43,228 | — | ↗ |
| 2023-03-31 | BTO Urban Holdings L.L.C. | 10% Owner | P-Purchase | A | Class A Common Stock | 43,228 | 1.38 | 59.7K | 43,228 | — | ↗ |
| 2023-01-12 | Prahm Jeremy | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 2,239 | 0.00 | — | 471,604 | — | ↗ |
| 2023-01-12 | LIBMAN BRIAN L | Director | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 332,687 | 0.00 | — | 71,459,318 | — | ↗ |
| 2023-01-12 | Fleming Graham | Officer | M-Exempt | D | LLC Units of Finance of America Equity Capital LLC | 5,954 | 0.00 | — | 1,254,117 | — | ↗ |
| 2023-01-12 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | Director | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 224,864 | 0.00 | — | 49,389,350 | — | ↗ |
| 2023-01-12 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | Director | J-Other | D | Class A Common Stock | 1,291 | 0.00 | — | 0 | — | ↗ |
| 2023-01-12 | Blackstone Holdings III L.P. | Director | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 224,864 | 0.00 | — | 49,389,350 | — | ↗ |
| 2023-01-12 | BTO Urban Holdings L.L.C. | Director | C-Conversion | A | Class A Common Stock | 1,291 | 0.00 | — | 1,291 | — | ↗ |
| 2022-12-31 | LIBMAN BRIAN L | Director | J-Other | A | LLC Units of Finance of America Equity Capital LLC | 1,823,680 | 1.37 | 2.50M | 71,792,005 | — | ↗ |
| 2022-11-18 | Gericke Johan | Officer | F-InKind | D | Class A Common Stock | 13,477 | 1.50 | 20.2K | 57,034 | — | ↗ |
| 2022-09-02 | Richmond Lauren | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 78,068 | — | ↗ |
| 2022-08-08 | SCHWARZMAN STEPHEN A | Director | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 1,278 | 0.00 | — | 284,812 | — | ↗ |
| 2022-08-08 | Prahm Jeremy | Officer | D-Return | D | Class A Common Stock | 2,216 | 0.00 | — | 0 | — | ↗ |
| 2022-08-08 | Libman Family Holdings, LLC | Director | D-Return | D | Class A Common Stock | 320,795 | 0.00 | — | 0 | — | ↗ |
| 2022-08-08 | Fleming Graham | Officer | D-Return | D | Class A Common Stock | 5,894 | 0.00 | — | 0 | — | ↗ |
| 2022-08-08 | Blackstone Tactical Opportunities Fund - N - NQ L.P. | Director | J-Other | D | Class A Common Stock | 1,278 | 0.00 | — | 0 | — | ↗ |
| 2022-08-08 | Blackstone Holdings I/II GP L.L.C. | Director | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 1,278 | 0.00 | — | 284,812 | — | ↗ |
| 2022-08-08 | BLACKSTONE FAMILY GP LLC | Director | C-Conversion | D | LLC Units of Finance of America Equity Capital LLC | 1,278 | 0.00 | — | 284,812 | — | ↗ |
| 2022-06-08 | West Lance | Director | M-Exempt | A | Class A Common Stock | 18,691 | 0.00 | — | 18,691 | — | ↗ |
| 2022-06-08 | Pratcher Tyson Anwar | Director | M-Exempt | A | Class A Common Stock | 18,691 | 0.00 | — | 18,691 | — | ↗ |
| 2022-06-08 | Lord Robert | Director | M-Exempt | D | Restricted Stock Units | 18,691 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-07 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Graham A. Fleming | Chief Executive Officer | 2M | male |
| Jeremy E. Prahm | Chief Investment Officer | 2M | male |
| Kristen N. Sieffert | President | 2M | female |
| Tai A. Thornock | Chief Accounting Officer | 926.9K | male |
| Brian L. Libman | Founder & Chairman of the Board | 100.0K | male |
| Michael Fant | Senior Vice President of Finance | — | male |
| Karime Benaissa | Chief Customer Officer | — | male |
| Brian Conneen | Chief Information Officer | — | male |
| Angela Tribelli | Chief Marketing Officer | — | male |
| Lauren E. Richmond | Chief Legal Officer, General Counsel & Secretary | — | female |
| Matthew A. Engel | Chief Financial Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for FOA
Short-term intention
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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