Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finance of America Companies Inc.FOA · Entity 1918 | Director | May 15, 2026 | May 19, 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 May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,850 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 4,570 · Balance 26,850 F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-15 · Exercise / conversion · Disposed 4,570 · Balance 0 F2: 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: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,094 |
Reported balance
After 2026-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-18 · Grant · Acquired 5,094 · Balance 5,094 F2: 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. F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis.
F2: 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: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant.
F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date.
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 |
|---|---|---|---|---|---|---|
| May 18, 2026 Filed May 19, 2026 20:32 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 5,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-26-000002 · wk-form4_1779222718.xml · derivative · entry 3 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,094 Underlying: Class A Common Stock · 5,094 shares Expires not disclosed 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. F4 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:32 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-26-000002 · wk-form4_1779222718.xml · derivative · entry 2 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,570 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. F3 · derivative.exercise_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:32 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001511158-26-000002 · wk-form4_1779222718.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,850 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: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:10 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-25-000004 · wk-form4_1747858219.xml · derivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,570 Underlying: Class A Common Stock · 4,570 shares Expires not disclosed 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. F2 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F2 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:43 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-25-000002 · wk-form4_1747345374.xml · derivative · entry 2 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 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. 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: Reflects RSUs that vested on May 13, 2025. F4 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2025. 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 |
| May 13, 2025 Filed May 15, 2025 21:43 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001511158-25-000002 · wk-form4_1747345374.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,280 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: Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis. 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 |
| December 10, 2024 Filed Dec 11, 2024 22:39 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 23,245 | $22.10 | $513,714.50 |
DisclosureSEC source: 0001628280-24-050836 · wk-form4_1733956778.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Reflects securities held directly by CDZ Capital Partners, LP. The general partner of CDZ Capital Partners, LP is CDZ Capital Corp. Mr. West controls CDZ Capital Corp.'s investment decisions. The Reporting Person disclaims beneficial ownership over the securities held by CDZ Capital Partners, LP, except to the extent of his pecuniary interest therein. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 22:07 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 6,750 | $21.00 | $141,750.00 |
DisclosureSEC source: 0001628280-24-050645 · wk-form4_1733868425.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 23,245 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.04, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: The number of shares of the Issuer's Class A common stock ("Common Stock") has 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. F3 · ownership.nature: Reflects securities held directly by CDZ Capital Partners, LP. The general partner of CDZ Capital Partners, LP is CDZ Capital Corp. Mr. West controls CDZ Capital Corp.'s investment decisions. The Reporting Person disclaims beneficial ownership over the securities held by CDZ Capital Partners, LP, except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 23:13 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 26,368 | $21.04 | $554,782.72 |
DisclosureSEC source: 0001628280-24-050268 · wk-form4_1733526806.xml · nonDerivative · entry 3 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 29,995 F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Reflects securities held directly by CDZ Capital Partners, LP. The general partner of CDZ Capital Partners, LP is CDZ Capital Corp. Mr. West controls CDZ Capital Corp.'s investment decisions. The Reporting Person disclaims beneficial ownership over the securities held by CDZ Capital Partners, LP, except to the extent of his pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 23:13 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 4,565 | $21.20 | $96,778.00 |
DisclosureSEC source: 0001628280-24-050268 · wk-form4_1733526806.xml · nonDerivative · entry 2 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 56,363 F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Reflects securities held directly by CDZ Capital Partners, LP. The general partner of CDZ Capital Partners, LP is CDZ Capital Corp. Mr. West controls CDZ Capital Corp.'s investment decisions. The Reporting Person disclaims beneficial ownership over the securities held by CDZ Capital Partners, LP, except to the extent of his pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 23:13 UTC | Finance of America Companies Inc. FOA · Entity 1918 | SaleClass A Common Stock | 9,072 | $20.46 | $185,613.12 |
DisclosureSEC source: 0001628280-24-050268 · wk-form4_1733526806.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 60,928 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.14 to $20.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: The number of shares of the Issuer's Class A common stock ("Common Stock") has 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. F3 · ownership.nature: Reflects securities held directly by CDZ Capital Partners, LP. The general partner of CDZ Capital Partners, LP is CDZ Capital Corp. Mr. West controls CDZ Capital Corp.'s investment decisions. The Reporting Person disclaims beneficial ownership over the securities held by CDZ Capital Partners, LP, except to the extent of his pecuniary interest therein. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:22 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-24-000006 · wk-form4_1715808120.xml · derivative · entry 4 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed 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. F5 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F5 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:22 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001511158-24-000006 · wk-form4_1715808120.xml · derivative · entry 3 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 56,497 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. F4 · derivative.exercise_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. F4 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:22 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 56,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001511158-24-000006 · wk-form4_1715808120.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,807 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: Reflects restricted stock units ("RSUs") that upon vesting converted into shares of Class A common stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:29 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000069 · wk-form4_1686601731.xml · derivative · entry 4 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,497 Underlying: Class A Common Stock · 56,497 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F5 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F5 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:29 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000069 · wk-form4_1686601731.xml · derivative · entry 3 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 47,619 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 restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. F4 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:29 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 47,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828937-23-000069 · wk-form4_1686601731.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,310 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: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 21:23 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021961 · doc4.xml · derivative · entry 4 West Lance · CIK 0001511158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,619 Underlying: Class A Common Stock · 47,619 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F5 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F5 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:23 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021961 · doc4.xml · derivative · entry 3 West Lance · CIK 0001511158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,691 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 restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. F4 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:23 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 18,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-021961 · doc4.xml · nonDerivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 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: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045560 · doc4.xml · derivative · entry 1 West Lance · CIK 0001511158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 Underlying: Class A Common Stock · 18,691 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer ("Common Stock"). The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F2 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. 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.