Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finance of America Companies Inc.FOA · Entity 1918 | Chief Investment Officer | October 05, 2026 | October 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Finance of America Companies Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 155,856 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 6,000 · Balance 155,856 F1: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $12.97 to $13.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025.
F2: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $12.97 to $13.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 7, 2026 20:08 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $13.20 | $79,202.40 |
DisclosureSEC source: 0001853905-26-000032 · wk-form4_1791403679.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $12.97 to $13.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 20:03 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $13.98 | $83,875.80 |
DisclosureSEC source: 0001853905-26-000030 · wk-form4_1790107417.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $13.73 to $14.1550, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 20:18 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $16.82 | $100,916.40 |
DisclosureSEC source: 0001853905-26-000028 · wk-form4_1789071484.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $16.65 to $16.9750, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:07 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $19.87 | $119,214.60 |
DisclosureSEC source: 0001853905-26-000026 · wk-form4_1787774838.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 173,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $19.78 to $20.01, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 20:12 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $21.73 | $130,402.20 |
DisclosureSEC source: 0001853905-26-000024 · wk-form4_1786565530.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 179,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $21.52 to $22.78, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $22.26 | $133,540.80 |
DisclosureSEC source: 0001853905-26-000022 · wk-form4_1786394214.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| July 13, 2026 Filed Jul 15, 2026 20:03 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $25.60 | $153,592.20 |
DisclosureSEC source: 0001853905-26-000020 · wk-form4_1784145801.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $25.22 to $26.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 20:09 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $25.34 | $152,020.80 |
DisclosureSEC source: 0001853905-26-000018 · wk-form4_1782936583.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 197,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $23.7650 to $26.58, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 20:46 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 8,860 | $20.49 | $181,499.76 |
DisclosureSEC source: 0001853905-26-000016 · wk-form4_1781642799.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 203,856 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $19.92 to $20.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:09 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 8,252 | $19.55 | $161,338.98 |
DisclosureSEC source: 0001853905-26-000014 · wk-form4_1780517369.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,716 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $19.22 to $19.78, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| May 18, 2026 Filed May 19, 2026 20:38 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $19.68 | $118,090.80 |
DisclosureSEC source: 0001853905-26-000012 · wk-form4_1779223101.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 220,968 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $19.41 to $19.84, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:12 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 5,228 | $21.39 | $111,810.19 |
DisclosureSEC source: 0001853905-26-000010 · wk-form4_1778530335.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,968 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $20.68 to $21.89, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:31 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $23.01 | $138,048.60 |
DisclosureSEC source: 0001853905-26-000008 · wk-form4_1776889864.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 232,196 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $22.75 to $23.47, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 20:05 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 5,228 | $17.83 | $93,225.70 |
DisclosureSEC source: 0001853905-26-000006 · wk-form4_1775678719.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 238,196 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to three decimal points. These shares were sold in multiple transactions at prices ranging from $17.16 to $18.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · derivative · entry 10 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,209 Underlying: Class A Common Stock · 87,209 shares Expires not disclosed F5 · derivative.exercise_price: Represents additional RSUs granted to the Reporting Person on April 1, 2026. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2026, subject to the Reporting Person's continued employment. F5 · derivative.exercise_date: Represents additional RSUs granted to the Reporting Person on April 1, 2026. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2026, subject to the Reporting Person's continued employment. F5 · derivative.expiration_date: Represents additional RSUs granted to the Reporting Person on April 1, 2026. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2026, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 32,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · derivative · entry 9 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,916 Underlying: Class A Common Stock · 32,958 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. F4 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. F4 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · derivative · entry 8 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,667 Underlying: Class A Common Stock · 66,667 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 40,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · derivative · entry 7 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 15,029 | $16.60 | $249,481.40 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 6 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,424 F2 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 32,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 5 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,453 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 30,401 | $16.60 | $504,656.60 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 4 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,495 F2 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 3 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,896 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 18,387 | $16.60 | $305,224.20 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 2 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,229 F2 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 40,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-26-000004 · wk-form4_1775247632.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,616 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 20:05 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,000 | $17.50 | $105,019.20 |
DisclosureSEC source: 0001853905-26-000002 · wk-form4_1774469114.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,294 F1 · kind: Represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2025. F2 · price: The price reported in Column 4 is a weighted average price which has been rounded to four decimal points. These shares were sold in multiple transactions at prices ranging from $17.30 to $17.8150, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:13 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantStock Options (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000008 · wk-form4_1766524409.xml · derivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires 2030-12-19 F1 · derivative.exercise_date: These stock options vest in one-third increments on the first, second and third anniversaries of the vesting reference date, December 19, 2025, subject to the Reporting Person's continued employment. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 22:56 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantClass B Units of Finance of America Equity Capital LLC · Derivative | 700,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000006 · wk-form4_1763160962.xml · derivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700,000 Underlying: Class A Common Stock · Not disclosed shares Expires 2030-11-12 F1 · derivative.exercise_price: These Class B Units of Finance of America Equity Capital LLC ("FOAEC") will vest upon the occurrence of the consummation of a Change in Control (as defined in the Issuer's 2021 Omnibus Incentive Plan), subject to the Reporting Person's continued employment. Upon vesting, each Class B Unit will automatically convert into a number of Class A Units of FOAEC having a fair market value equal to the Spread Value (if any) of each Class B Unit; provided that the Issuer's Board of Directors may elect, in its discretion, to settle such Spread Value in cash, in Class A Units or any combination thereof. The "Spread Value" is equal to the excess (if any) of the fair market value of the Issuer's Class A Common Stock ("Common Stock") as of the vesting date over $23.01. Upon vesting and converting into Class A Units of FOAEC, each such Class A Unit will be exchangeable for a share of Common Stock on a one-for-one basis on the vesting date, at the election of the Reporting Person. F1 · derivative.exercise_date: These Class B Units of Finance of America Equity Capital LLC ("FOAEC") will vest upon the occurrence of the consummation of a Change in Control (as defined in the Issuer's 2021 Omnibus Incentive Plan), subject to the Reporting Person's continued employment. Upon vesting, each Class B Unit will automatically convert into a number of Class A Units of FOAEC having a fair market value equal to the Spread Value (if any) of each Class B Unit; provided that the Issuer's Board of Directors may elect, in its discretion, to settle such Spread Value in cash, in Class A Units or any combination thereof. The "Spread Value" is equal to the excess (if any) of the fair market value of the Issuer's Class A Common Stock ("Common Stock") as of the vesting date over $23.01. Upon vesting and converting into Class A Units of FOAEC, each such Class A Unit will be exchangeable for a share of Common Stock on a one-for-one basis on the vesting date, at the election of the Reporting Person. F1 · derivative.underlying_shares: These Class B Units of Finance of America Equity Capital LLC ("FOAEC") will vest upon the occurrence of the consummation of a Change in Control (as defined in the Issuer's 2021 Omnibus Incentive Plan), subject to the Reporting Person's continued employment. Upon vesting, each Class B Unit will automatically convert into a number of Class A Units of FOAEC having a fair market value equal to the Spread Value (if any) of each Class B Unit; provided that the Issuer's Board of Directors may elect, in its discretion, to settle such Spread Value in cash, in Class A Units or any combination thereof. The "Spread Value" is equal to the excess (if any) of the fair market value of the Issuer's Class A Common Stock ("Common Stock") as of the vesting date over $23.01. Upon vesting and converting into Class A Units of FOAEC, each such Class A Unit will be exchangeable for a share of Common Stock on a one-for-one basis on the vesting date, at the election of the Reporting Person. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 98,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · derivative · entry 10 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,874 Underlying: Class A Common Stock · 98,874 shares Expires not disclosed F6 · derivative.exercise_price: Represents additional RSUs granted to the Reporting Person on April 1, 2025. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest on the first, second, and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. F6 · derivative.exercise_date: Represents additional RSUs granted to the Reporting Person on April 1, 2025. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest on the first, second, and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. F6 · derivative.expiration_date: Represents additional RSUs granted to the Reporting Person on April 1, 2025. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest on the first, second, and third anniversaries of April 1, 2025, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 66,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · derivative · entry 9 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,334 Underlying: Class A Common Stock · 66,666 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2024, subject to the Reporting Person's continued employment. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F5 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2024, subject to the Reporting Person's continued employment. F5 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2024, subject to the Reporting Person's continued employment. F1 · derivative.underlying_shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 40,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · derivative · entry 8 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,322 Underlying: Class A Common Stock · 40,323 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2023, subject to the Reporting Person's continued employment. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F4 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2023, subject to the Reporting Person's continued employment. F4 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2023, subject to the Reporting Person's continued employment. F1 · derivative.underlying_shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 16,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · derivative · entry 7 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,286 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · derivative.underlying_shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 30,400 | $21.26 | $646,304.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 6 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,294 F3 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 66,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 5 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F5 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2024, subject to the Reporting Person's continued employment. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 13,775 | $21.26 | $292,856.50 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 4 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,028 F3 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 40,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 3 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,803 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F4 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2023, subject to the Reporting Person's continued employment. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 4,984 | $21.26 | $105,959.84 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 2 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,480 F3 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 16,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-25-000002 · wk-form4_1743712586.xml · nonDerivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,464 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. F2 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| November 07, 2024 Filed Nov 13, 2024 00:39 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantOptions (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0000950170-24-125818 · ownership.xml · derivative · entry 1 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires 2029-11-07 F1 · derivative.exercise_date: These options shall vest on the second anniversary of the vesting reference date, November 7, 2024, subject to the reporting person's continued employment. F2 · derivative.underlying: These options are exercisable on a one-for-one basis for limited liability company units of Finance of America Equity Capital LLC, which units are exchangeable for shares of the Issuer's Class A Common Stock on a one-for-one basis, pursuant to the terms of an exchange agreement, dated as of April 1, 2021. These exchange rights do not expire. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · derivative · entry 13 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Class A Common Stock · 2,000,000 shares Expires not disclosed F7 · derivative.exercise_price: Represents additional RSUs granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2024, subject to the Reporting Person's continued employment. F7 · derivative.exercise_date: Represents additional RSUs granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2024, subject to the Reporting Person's continued employment. F7 · derivative.expiration_date: Represents additional RSUs granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The RSUs shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2024, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 403,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · derivative · entry 12 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 806,452 Underlying: Class A Common Stock · 403,226 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2023, subject to the Reporting Person's continued employment. F6 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2023, subject to the Reporting Person's continued employment. F6 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2023, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 162,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · derivative · entry 11 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,867 Underlying: Class A Common Stock · 162,866 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2022, subject to the Reporting Person's continued employment. F5 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2022, subject to the Reporting Person's continued employment. F5 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 206,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · derivative · entry 10 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 206,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative | 3,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · derivative · entry 9 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Corp Disclosed balance after: 458,759 Underlying: Class A Common Stock · 3,924 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · shares: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.underlying: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 123,388 | $0.74 | $90,702.52 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 8 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 991,788 F4 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 403,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 7 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,115,176 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the second and third anniversaries of April 1, 2023, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 49,838 | $0.74 | $36,635.91 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 6 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 711,950 F4 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 162,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 5 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761,788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. The remaining RSUs vest on the third anniversary of April 1, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 63,159 | $0.74 | $46,428.18 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 4 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 598,922 F4 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 206,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 3 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Disposition to issuerClass A Common Stock | 3,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001853905-24-000006 · wk-form4_1712176477.xml · nonDerivative · entry 2 Prahm Jeremy · CIK 0001853905 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Corp Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.