person · Reporting owner

Engel Matthew A

Disclosed activity across 1 company

Tapewire entity: 53865
SEC CIK: 0001491166

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Finance of America Companies Inc.FOA · Entity 1918	Chief Financial Officer	April 01, 2026	April 03, 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 April 01, 2026 · Filed April 03, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	50,948	Ending reported balance After 2026-04-01 transaction · row 4 4 source rows · reconciled sequence Row 1 · 2026-04-01 · Exercise / conversion · Acquired 10,833 · Balance 44,269 F1: 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. Row 2 · 2026-04-01 · Tax withholding · Disposed 3,354 · Balance 40,915 F2: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Row 3 · 2026-04-01 · Exercise / conversion · Acquired 14,082 · Balance 54,997 F3: 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. Row 4 · 2026-04-01 · Tax withholding · Disposed 4,049 · Balance 50,948 F2: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	10,834	Reported balance After 2026-04-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2026-04-01 · Exercise / conversion · Disposed 10,833 · Balance 10,834 F1: 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	28,164	Reported balance After 2026-04-01 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2026-04-01 · Exercise / conversion · Disposed 14,082 · Balance 28,164 F3: 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.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	37,790	Reported balance After 2026-04-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2026-04-01 · Grant · Acquired 37,790 · Balance 37,790 F4: 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.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	12,452	Reported balance Holding disclosure · report date 2026-04-01 · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · Balance 12,452 F5: 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 the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment.

Filing footnotes · ownership attribution and instrument terms

F1: 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment.

F2: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs.

F3: 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: 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: 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 the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment.

Transaction history

JSON API

Purchases/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
April 01, 2026 Filed Apr 3, 2026 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantRestricted Stock Units · Derivative	37,790	$0.00	$0.00	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · derivative · entry 7 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,790 Underlying: Class A Common Stock · 37,790 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionRestricted Stock Units · Derivative	14,082	$0.00	$0.00	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · derivative · entry 6 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,164 Underlying: Class A Common Stock · 14,082 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 second and third anniversaries of April 1, 2025, 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 second and third anniversaries of April 1, 2025, 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 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionRestricted Stock Units · Derivative	10,833	$0.00	$0.00	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · derivative · entry 5 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,834 Underlying: Class A Common Stock · 10,833 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. 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. 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Tax withholdingClass A Common Stock	4,049	$16.60	$67,213.40	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · nonDerivative · entry 4 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,948 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	14,082	$0.00	$0.00	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · nonDerivative · entry 3 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,997 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 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Tax withholdingClass A Common Stock	3,354	$16.60	$55,676.40	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · nonDerivative · entry 2 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,915 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 20:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	10,833	$0.00	$0.00	Disclosure SEC source: 0001491166-26-000004 · wk-form4_1775247757.xml · nonDerivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,269 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. The remaining RSUs vest on the third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. Read SEC document
March 13, 2026 Filed Mar 17, 2026 20:42 UTC	Finance of America Companies Inc. FOA · Entity 1918	PurchaseClass A Common Stock	10,600	$16.45	$174,401.80	Disclosure SEC source: 0001491166-26-000002 · wk-form4_1773780115.xml · nonDerivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.25 to $16.75, 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. F2 · price: The price reflected has been rounded to three decimal places. Read SEC document
December 19, 2025 Filed Dec 23, 2025 21:22 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantStock Options (Right to Buy) · Derivative	45,000	$0.00 Strike: $25.00	$0.00	Disclosure SEC source: 0001491166-25-000010 · wk-form4_1766524926.xml · derivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 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 17, 2025 Filed Nov 19, 2025 21:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionRestricted Stock Units · Derivative	12,452	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000008 · wk-form4_1763586425.xml · derivative · entry 3 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,452 Underlying: Class A Common Stock · 12,452 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. The remaining RSUs shall vest on the third anniversary of November 15, 2023, subject to the Reporting Person's continued employment. 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. The remaining RSUs shall vest on the third anniversary of November 15, 2023, subject to the Reporting Person's continued employment. 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. The remaining RSUs shall vest on the third anniversary of November 15, 2023, subject to the Reporting Person's continued employment. Read SEC document
November 17, 2025 Filed Nov 19, 2025 21:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Tax withholdingClass A Common Stock	4,456	$22.99	$102,443.44	Disclosure SEC source: 0001491166-25-000008 · wk-form4_1763586425.xml · nonDerivative · entry 2 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,836 F2 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Read SEC document
November 17, 2025 Filed Nov 19, 2025 21:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	12,452	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000008 · wk-form4_1763586425.xml · nonDerivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,292 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. The remaining RSUs shall vest on the third anniversary of November 15, 2023, subject to the Reporting Person's continued employment. Read SEC document
November 12, 2025 Filed Nov 14, 2025 22:59 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantClass B Units of Finance of America Equity Capital LLC · Derivative	50,000	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000005 · wk-form4_1763161149.xml · derivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 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 20:25 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantRestricted Stock Units · Derivative	42,246	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000002 · wk-form4_1743711902.xml · derivative · entry 4 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,246 Underlying: Class A Common Stock · 42,246 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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 20:25 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionRestricted Stock Units · Derivative	10,833	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000002 · wk-form4_1743711902.xml · derivative · entry 3 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,667 Underlying: Class A Common Stock · 10,833 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 second and third anniversaries 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 second and third anniversaries 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 second and third anniversaries of April 1, 2024, subject to the Reporting Person's continued employment. Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:25 UTC	Finance of America Companies Inc. FOA · Entity 1918	Tax withholdingClass A Common Stock	4,002	$21.26	$85,082.52	Disclosure SEC source: 0001491166-25-000002 · wk-form4_1743711902.xml · nonDerivative · entry 2 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,840 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, 2025 Filed Apr 3, 2025 20:25 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	10,833	$0.00	$0.00	Disclosure SEC source: 0001491166-25-000002 · wk-form4_1743711902.xml · nonDerivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,842 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
November 15, 2024 Filed Nov 19, 2024 22:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionRestricted Stock Units · Derivative	12,452	$0.00	$0.00	Disclosure SEC source: 0001491166-24-000006 · wk-form4_1732054038.xml · derivative · entry 3 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,904 Underlying: Class A Common Stock · 12,452 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 of the Issuer. 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 shall vest on the second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting dates. 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 of the Issuer. 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 shall vest on the second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting dates. F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. 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 shall vest on the second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting dates. 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
November 15, 2024 Filed Nov 19, 2024 22:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Tax withholdingClass A Common Stock	4,443	$20.52	$91,170.36	Disclosure SEC source: 0001491166-24-000006 · wk-form4_1732054038.xml · nonDerivative · entry 2 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,009 F3 · kind: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. 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 15, 2024 Filed Nov 19, 2024 22:07 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	12,452	$0.00	$0.00	Disclosure SEC source: 0001491166-24-000006 · wk-form4_1732054038.xml · nonDerivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,452 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 of the Issuer. 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 shall vest on the second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting dates. 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 00:35 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantOptions (Right to Buy) · Derivative	45,000	$0.00 Strike: $25.00	$0.00	Disclosure SEC source: 0000950170-24-125808 · ownership.xml · derivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 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 20:40 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantRestricted Stock Units · Derivative	325,000	$0.00	$0.00	Disclosure SEC source: 0001491166-24-000003 · wk-form4_1712176809.xml · derivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,000 Underlying: Class A Common Stock · 325,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional restricted stock units ("RSUs") granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of 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. 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. F1 · derivative.exercise_date: Represents additional restricted stock units ("RSUs") granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of 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. 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. F1 · derivative.expiration_date: Represents additional restricted stock units ("RSUs") granted to the Reporting Person on April 1, 2024. Each RSU represents a contingent right to receive one share of 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. 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
November 15, 2023 Filed Nov 17, 2023 21:17 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantRestricted Stock Units · Derivative	373,563	$0.00	$0.00	Disclosure SEC source: 0001491166-23-000012 · wk-form4_1700255805.xml · derivative · entry 1 Engel Matthew A · CIK 0001491166 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,563 Underlying: Class A Common Stock · 373,563 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock ("Common Stock") of the Issuer. 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 on the first, second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting date. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock ("Common Stock") of the Issuer. 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 on the first, second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting date. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock ("Common Stock") of the Issuer. 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 on the first, second and third anniversaries of the vesting reference date, November 15, 2023, subject to the Reporting Person's continued employment on the applicable vesting 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.