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Finance of America Companies Inc. (FOA)

USD26.39 +0.05 (+0.19%)
US NYSE Financial Services Financial - Credit Services
Address 5830 Granite Parkway 75024
Plano, TX, US
CEO Graham A. Fleming
IPO 2019-04-18
CIK 1828937 ISIN US31738L2060

Explore sections of this company profile

Also trades on New York Stock Exchange · FOA (USD) New York Stock Exchange · FOA-WT (USD)
Description

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.

News Sentiment (7d)
77 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Unity Software Inc. U 2020-11-05 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD26.39 +0.05 (+0.19%)
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Volume Profile
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Liquidity & share structure
Average Volume
61.9K
Beta
1.70
Float Shares
5.63M
Free Float %
55.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.15% -4.37% +4.08% -6.74% -13.47% -17.76% -6.57% +45.33% -79.91% -79.44% -79.44%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Hold
Price Targets & DCF
Current price
26.39
Low 29.50 +11.8%
Consensus 29.50 +11.8%
Median 29.50 +11.8%
High 29.50 +11.8%
DCF (Levered) 12,635.71 +47,780.7%

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.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
29.50
+11.8%
All Time 1
29.50
+11.8%
Quality scores
Altman Z-Score
0.15
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.70) × ERP
WACC = 1% × Ke + 99% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 26.39
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-438.91M
OE per share TTM
-48.76
Owner's Yield
-279.24%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
7
Total invested
15.61M
Insider transactions (90d)
2
Beneficial owners (>5%)
50
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
7
-68 vs prev Q
New positions
2
Closed positions
66
Increased
4
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.62
Neutral
Ratio by volume
1.25
Neutral
Buys
23
Sells
37
Shares acquired
749.5K
Shares disposed
600.8K
Cash buys
Cash sales
3.00
Net activity
+148,724
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
144.4K
Shares Outstanding
10.15M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 8-K
2026-05-05 4
2026-04-28 SC 13D/A
2026-04-22 4
2026-04-08 4
2026-04-07 SC 13G/A
2026-04-07 DEF 14A
2026-04-07 ARS
2026-04-03 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
62.5 / 60.0
Company / Sector avg.
S (Social)
70.4 / 63.1
Company / Sector avg.
G (Governance)
68.6 / 59.1
Company / Sector avg.
ESG Total
67.1 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits