Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finance of America Companies Inc.FOA · Entity 1918 | Chief Legal 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 | 40,399 |
Ending reported balance
After 2026-04-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 4,032 · Balance 32,248 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. Row 2 · 2026-04-01 · Tax withholding · Disposed 1,181 · Balance 31,067 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 8,333 · Balance 39,400 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 third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. Row 4 · 2026-04-01 · Tax withholding · Disposed 2,023 · Balance 37,377 F2: Represents the withholding of shares of Common Stock for tax purposes in connection with the settlement of RSUs. Row 5 · 2026-04-01 · Exercise / conversion · Acquired 3,995 · Balance 41,372 F4: 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 6 · 2026-04-01 · Tax withholding · Disposed 973 · Balance 40,399 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 | 0 |
Reported balance
After 2026-04-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-04-01 · Exercise / conversion · Disposed 4,032 · Balance 0 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,334 |
Reported balance
After 2026-04-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-04-01 · Exercise / conversion · Disposed 8,333 · Balance 8,334 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 third anniversary of April 1, 2024, subject to the Reporting Person's continued employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,990 |
Reported balance
After 2026-04-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-04-01 · Exercise / conversion · Disposed 3,995 · Balance 7,990 F4: 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 | 29,069 |
Reported balance
After 2026-04-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-04-01 · Grant · Acquired 29,069 · Balance 29,069 F5: 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. |
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.
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 third anniversary of April 1, 2024, subject to the Reporting Person's continued employment.
F4: 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.
F5: 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.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 29,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · derivative · entry 10 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,069 Underlying: Class A Common Stock · 29,069 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 3,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · derivative · entry 9 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,990 Underlying: Class A Common Stock · 3,995 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · derivative · entry 8 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,334 Underlying: Class A Common Stock · 8,333 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · derivative · entry 7 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,032 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 973 | $16.60 | $16,151.80 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 6 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,399 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 3,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 5 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,372 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 2,023 | $16.60 | $33,581.80 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 4 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,377 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 3 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,400 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 1,181 | $16.60 | $19,604.60 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 2 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,067 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 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-26-000002 · wk-form4_1775247840.xml · nonDerivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,248 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 |
| December 19, 2025 Filed Dec 23, 2025 21:08 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantStock Options (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000008 · wk-form4_1766524088.xml · derivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 75,000 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 23:02 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantClass B Units of Finance of America Equity Capital LLC · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000006 · wk-form4_1763161320.xml · derivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 11,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · derivative · entry 10 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,985 Underlying: Class A Common Stock · 11,985 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · derivative · entry 9 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,667 Underlying: Class A Common Stock · 8,333 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · derivative · entry 8 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,032 Underlying: Class A Common Stock · 4,032 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · derivative · entry 7 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 325 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 2,030 | $21.26 | $43,157.80 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 6 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,216 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 5 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,246 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 1,090 | $21.26 | $23,173.40 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 4 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,913 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 3 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,003 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 97 | $21.26 | $2,062.22 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 2 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,971 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 20:21 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-25-000002 · wk-form4_1743711674.xml · nonDerivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,068 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 00:46 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantOptions (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0000950170-24-125830 · ownership.xml · derivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal 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 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · derivative · entry 10 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 40,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · derivative · entry 9 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,646 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. 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, 2023, 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, 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 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 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 3,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · derivative · entry 8 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,258 Underlying: Class A Common Stock · 3,257 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, 2022, 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, 2022, 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, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 51,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · derivative · entry 7 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 51,602 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 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 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 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, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 11,041 | $0.74 | $8,116.24 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 6 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,439 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, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 40,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 5 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,480 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, 2023, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 966 | $0.74 | $710.11 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 4 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,158 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, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 3,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 3 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,124 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, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 15,300 | $0.74 | $11,247.03 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 2 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,867 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, 2024 Filed Apr 3, 2024 20:36 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 51,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001942469-24-000003 · wk-form4_1712176590.xml · nonDerivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,167 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 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 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 3,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · derivative · entry 6 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,515 Underlying: Class A Common Stock · 3,257 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. The remaining restricted stock units vest on the second and third anniversaries of April 1, 2022, subject to the Reporting Person's continued employment. F3 · derivative.exercise_date: 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. The remaining restricted stock units vest on the second and third anniversaries of April 1, 2022, subject to the Reporting Person's continued employment. F3 · derivative.expiration_date: 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. The remaining restricted stock units vest on the second and third anniversaries of April 1, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 51,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · derivative · entry 5 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,602 Underlying: Class A Common Stock · 51,599 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, or RSU, 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. The remaining restricted stock units vest on the third anniversary of April 1, 2021, subject to the Reporting Person's continued employment. F1 · derivative.exercise_date: Each restricted stock unit, or RSU, 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. The remaining restricted stock units vest on the third anniversary of April 1, 2021, subject to the Reporting Person's continued employment. F1 · derivative.expiration_date: Each restricted stock unit, or RSU, 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. The remaining restricted stock units vest on the third anniversary of April 1, 2021, subject to the Reporting Person's continued employment. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 794 | $1.24 | $984.56 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · nonDerivative · entry 4 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,565 F2 · kind: Represents the withholding of shares of Common Stock in connection with the settlement of restricted stock units. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 3,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · nonDerivative · entry 3 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,359 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 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. The remaining restricted stock units vest on the second and third anniversaries of April 1, 2022, subject to the Reporting Person's continued employment. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Tax withholdingClass A Common Stock | 12,565 | $1.24 | $15,580.60 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · nonDerivative · entry 2 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,102 F2 · kind: Represents the withholding of shares of Common Stock in connection with the settlement of restricted stock units. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 51,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · nonDerivative · entry 1 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,667 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, or RSU, 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. The remaining restricted stock units vest on the third anniversary of April 1, 2021, subject to the Reporting Person's continued employment. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:06 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 120,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000029 · wf-form4_168063878844947.xml · derivative · entry 7 Richmond Lauren · CIK 0001942469 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,968 Underlying: Class A Common Stock · 120,968 shares Expires not disclosed F4 · derivative.exercise_price: Represents additional RSUs granted to the Reporting Person on March 31, 2023. 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. The restricted stock units shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2023, subject to the Reporting Person's continued employment. F4 · derivative.exercise_date: Represents additional RSUs granted to the Reporting Person on March 31, 2023. 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. The restricted stock units shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2023, subject to the Reporting Person's continued employment. F4 · derivative.expiration_date: Represents additional RSUs granted to the Reporting Person on March 31, 2023. 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. The restricted stock units shall vest in one-third increments upon the first, second and third anniversaries of the vesting reference date, April 1, 2023, subject to the Reporting Person's continued employment. 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.