organization · Reporting owner

Libman Family Holdings, LLC

Disclosed activity across 1 company

Tapewire entity: 86346
SEC CIK: 0001854457

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Finance of America Companies Inc.FOA · Entity 1918	10% owner	October 31, 2024	November 04, 2024

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Finance of America Companies Inc.

Report date October 31, 2024 · Filed November 04, 2024

Jointly reported with LIBMAN BRIAN L

Security / award	Ownership account	Disclosed shares / units	Disclosure context
10.000% Exchangeable Senior Secured Notes due 2029SEC Table II · derivative / convertible security · Expires 2029-11-30	IndirectSee Footnote	Not disclosed	Reported balance After 2024-10-31 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2024-10-31 · Grant · Acquired Not disclosed · Balance Not disclosed F1: On October 31, 2024, Finance of America Funding LLC ("FOA Funding"), a subsidiary of Finance of America Companies Inc. (the "Issuer"), completed certain exchange offer and consent solicitations transactions, including the exchange of $342,622,000 of FOA Funding's existing 7.875% Senior Notes due 2025 (the "2025 Unsecured Notes") for (i) $195,783,947 of FOA Funding's new 7.875% Senior Secured Notes due 2026, (ii) $146,793,000 of FOA Funding's new 10.000% Exchangeable Senior Secured Notes due 2029 (the "New Exchangeable Notes") and (iii) cash consideration of $856,555 (such transactions, the "Exchange Offer"). In the Exchange Offer, Libman Family Holdings, LLC exchanged $77,284,000 in principal amount of 2025 Unsecured Notes for consideration including $33,121,000 in principal amount of New Exchangeable Notes. F2: Holders of the New Exchangeable Notes have the right to exchange all or any portion of such notes at their option, subject to certain limitations as further described in the indenture governing the New Exchangeable Notes (the "Indenture"). The New Exchangeable Notes are exchangeable on the terms set forth in the Indenture into shares of the Issuer's Class A common stock ("Class A Common Stock") or, at the election of FOA Funding, exchange may be settled in part or in whole by delivery of the cash value of the shares otherwise deliverable (to the extent that the Issuer determines in good faith that it would be in the best interest of Issuer to do so for specified tax reasons). The exchange rate is initially 36.36364 shares of Class A Common Stock per $1,000 principal amount of New Exchangeable Notes, which is equivalent to an initial exchange price of approximately $27.50 per share of Class A Common Stock, subject to adjustment as provided in Indenture. F3: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman.

Filing footnotes · ownership attribution and instrument terms

F1: On October 31, 2024, Finance of America Funding LLC ("FOA Funding"), a subsidiary of Finance of America Companies Inc. (the "Issuer"), completed certain exchange offer and consent solicitations transactions, including the exchange of $342,622,000 of FOA Funding's existing 7.875% Senior Notes due 2025 (the "2025 Unsecured Notes") for (i) $195,783,947 of FOA Funding's new 7.875% Senior Secured Notes due 2026, (ii) $146,793,000 of FOA Funding's new 10.000% Exchangeable Senior Secured Notes due 2029 (the "New Exchangeable Notes") and (iii) cash consideration of $856,555 (such transactions, the "Exchange Offer"). In the Exchange Offer, Libman Family Holdings, LLC exchanged $77,284,000 in principal amount of 2025 Unsecured Notes for consideration including $33,121,000 in principal amount of New Exchangeable Notes.

F2: Holders of the New Exchangeable Notes have the right to exchange all or any portion of such notes at their option, subject to certain limitations as further described in the indenture governing the New Exchangeable Notes (the "Indenture"). The New Exchangeable Notes are exchangeable on the terms set forth in the Indenture into shares of the Issuer's Class A common stock ("Class A Common Stock") or, at the election of FOA Funding, exchange may be settled in part or in whole by delivery of the cash value of the shares otherwise deliverable (to the extent that the Issuer determines in good faith that it would be in the best interest of Issuer to do so for specified tax reasons). The exchange rate is initially 36.36364 shares of Class A Common Stock per $1,000 principal amount of New Exchangeable Notes, which is equivalent to an initial exchange price of approximately $27.50 per share of Class A Common Stock, subject to adjustment as provided in Indenture.

F3: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman.

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
October 31, 2024 Filed Nov 4, 2024 17:56 UTC	Finance of America Companies Inc. FOA · Entity 1918	Grant10.000% Exchangeable Senior Secured Notes due 2029 · Derivative	Not disclosed	Not disclosed	$33,121,000.00	Disclosure SEC source: 0000950170-24-120964 · ownership.xml · derivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: Not disclosed Underlying: Class A Common Stock · 1,204,400 shares Expires 2029-11-30 F1 · derivative.exercise_price: On October 31, 2024, Finance of America Funding LLC ("FOA Funding"), a subsidiary of Finance of America Companies Inc. (the "Issuer"), completed certain exchange offer and consent solicitations transactions, including the exchange of $342,622,000 of FOA Funding's existing 7.875% Senior Notes due 2025 (the "2025 Unsecured Notes") for (i) $195,783,947 of FOA Funding's new 7.875% Senior Secured Notes due 2026, (ii) $146,793,000 of FOA Funding's new 10.000% Exchangeable Senior Secured Notes due 2029 (the "New Exchangeable Notes") and (iii) cash consideration of $856,555 (such transactions, the "Exchange Offer"). In the Exchange Offer, Libman Family Holdings, LLC exchanged $77,284,000 in principal amount of 2025 Unsecured Notes for consideration including $33,121,000 in principal amount of New Exchangeable Notes. F2 · derivative.exercise_price: Holders of the New Exchangeable Notes have the right to exchange all or any portion of such notes at their option, subject to certain limitations as further described in the indenture governing the New Exchangeable Notes (the "Indenture"). The New Exchangeable Notes are exchangeable on the terms set forth in the Indenture into shares of the Issuer's Class A common stock ("Class A Common Stock") or, at the election of FOA Funding, exchange may be settled in part or in whole by delivery of the cash value of the shares otherwise deliverable (to the extent that the Issuer determines in good faith that it would be in the best interest of Issuer to do so for specified tax reasons). The exchange rate is initially 36.36364 shares of Class A Common Stock per $1,000 principal amount of New Exchangeable Notes, which is equivalent to an initial exchange price of approximately $27.50 per share of Class A Common Stock, subject to adjustment as provided in Indenture. F1 · kind: On October 31, 2024, Finance of America Funding LLC ("FOA Funding"), a subsidiary of Finance of America Companies Inc. (the "Issuer"), completed certain exchange offer and consent solicitations transactions, including the exchange of $342,622,000 of FOA Funding's existing 7.875% Senior Notes due 2025 (the "2025 Unsecured Notes") for (i) $195,783,947 of FOA Funding's new 7.875% Senior Secured Notes due 2026, (ii) $146,793,000 of FOA Funding's new 10.000% Exchangeable Senior Secured Notes due 2029 (the "New Exchangeable Notes") and (iii) cash consideration of $856,555 (such transactions, the "Exchange Offer"). In the Exchange Offer, Libman Family Holdings, LLC exchanged $77,284,000 in principal amount of 2025 Unsecured Notes for consideration including $33,121,000 in principal amount of New Exchangeable Notes. F1 · price: On October 31, 2024, Finance of America Funding LLC ("FOA Funding"), a subsidiary of Finance of America Companies Inc. (the "Issuer"), completed certain exchange offer and consent solicitations transactions, including the exchange of $342,622,000 of FOA Funding's existing 7.875% Senior Notes due 2025 (the "2025 Unsecured Notes") for (i) $195,783,947 of FOA Funding's new 7.875% Senior Secured Notes due 2026, (ii) $146,793,000 of FOA Funding's new 10.000% Exchangeable Senior Secured Notes due 2029 (the "New Exchangeable Notes") and (iii) cash consideration of $856,555 (such transactions, the "Exchange Offer"). In the Exchange Offer, Libman Family Holdings, LLC exchanged $77,284,000 in principal amount of 2025 Unsecured Notes for consideration including $33,121,000 in principal amount of New Exchangeable Notes. F2 · price: Holders of the New Exchangeable Notes have the right to exchange all or any portion of such notes at their option, subject to certain limitations as further described in the indenture governing the New Exchangeable Notes (the "Indenture"). The New Exchangeable Notes are exchangeable on the terms set forth in the Indenture into shares of the Issuer's Class A common stock ("Class A Common Stock") or, at the election of FOA Funding, exchange may be settled in part or in whole by delivery of the cash value of the shares otherwise deliverable (to the extent that the Issuer determines in good faith that it would be in the best interest of Issuer to do so for specified tax reasons). The exchange rate is initially 36.36364 shares of Class A Common Stock per $1,000 principal amount of New Exchangeable Notes, which is equivalent to an initial exchange price of approximately $27.50 per share of Class A Common Stock, subject to adjustment as provided in Indenture. F2 · derivative.exercise_date: Holders of the New Exchangeable Notes have the right to exchange all or any portion of such notes at their option, subject to certain limitations as further described in the indenture governing the New Exchangeable Notes (the "Indenture"). The New Exchangeable Notes are exchangeable on the terms set forth in the Indenture into shares of the Issuer's Class A common stock ("Class A Common Stock") or, at the election of FOA Funding, exchange may be settled in part or in whole by delivery of the cash value of the shares otherwise deliverable (to the extent that the Issuer determines in good faith that it would be in the best interest of Issuer to do so for specified tax reasons). The exchange rate is initially 36.36364 shares of Class A Common Stock per $1,000 principal amount of New Exchangeable Notes, which is equivalent to an initial exchange price of approximately $27.50 per share of Class A Common Stock, subject to adjustment as provided in Indenture. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2024 Filed Apr 3, 2024 16:44 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	583,046	$0.00	$0.00	Disclosure SEC source: 0001356440-24-000007 · wk-form4_1712177045.xml · derivative · entry 5 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 69,550,568 Underlying: Class A Common Stock · 583,046 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · shares: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.underlying: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2024 Filed Apr 3, 2024 16:44 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	583,046	$0.00	$0.00	Disclosure SEC source: 0001356440-24-000007 · wk-form4_1712177045.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2024 Filed Apr 3, 2024 16:44 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	583,046	Not disclosed	Not disclosed	Disclosure SEC source: 0001356440-24-000007 · wk-form4_1712177045.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 11,452,612 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units ("RSUs"), granted by the Issuer. On April 1, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
March 08, 2024 Filed Mar 12, 2024 17:14 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	50,409	$0.00	$0.00	Disclosure SEC source: 0001356440-24-000004 · wk-form4_1710278036.xml · derivative · entry 5 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 70,133,614 Underlying: Class A Common Stock · 50,409 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: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · shares: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On March 8, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · derivative.underlying: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
March 08, 2024 Filed Mar 12, 2024 17:14 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	50,409	$0.00	$0.00	Disclosure SEC source: 0001356440-24-000004 · wk-form4_1710278036.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F1 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On March 8, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On March 8, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
March 08, 2024 Filed Mar 12, 2024 17:14 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	50,409	Not disclosed	Not disclosed	Disclosure SEC source: 0001356440-24-000004 · wk-form4_1710278036.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,919,975 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 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On March 8, 2024, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
November 09, 2023 Filed Nov 14, 2023 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	20,162	$0.00	$0.00	Disclosure SEC source: 0001356440-23-000004 · wk-form4_1699996518.xml · derivative · entry 5 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 70,184,023 Underlying: Class A Common Stock · 20,162 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: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · shares: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On November 9, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · derivative.underlying: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
November 09, 2023 Filed Nov 14, 2023 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	20,162	$0.00	$0.00	Disclosure SEC source: 0001356440-23-000004 · wk-form4_1699996518.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F1 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On November 9, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On November 9, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
November 09, 2023 Filed Nov 14, 2023 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	20,162	Not disclosed	Not disclosed	Disclosure SEC source: 0001356440-23-000004 · wk-form4_1699996518.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,889,728 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 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On November 9, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 10, 2023 Filed Aug 14, 2023 16:17 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	104,175	$0.00	$0.00	Disclosure SEC source: 0001828937-23-000099 · wk-form4_1692044207.xml · derivative · entry 5 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 70,204,185 Underlying: Class A Common Stock · 104,175 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · shares: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On August 10, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.underlying: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 10, 2023 Filed Aug 14, 2023 16:17 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	104,175	$0.00	$0.00	Disclosure SEC source: 0001828937-23-000099 · wk-form4_1692044207.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On August 10, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On August 10, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 10, 2023 Filed Aug 14, 2023 16:17 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	104,175	Not disclosed	Not disclosed	Disclosure SEC source: 0001828937-23-000099 · wk-form4_1692044207.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,973,741 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units, or RSUs, granted by the Issuer. On August 10, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 03, 2023 Filed Apr 4, 2023 16:05 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	1,150,958	$0.00	$0.00	Disclosure SEC source: 0001104659-23-041485 · tm2311365-1_4seq1.xml · derivative · entry 6 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 70,308,360 Underlying: Class A Common Stock · 1,150,958 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 03, 2023 Filed Apr 4, 2023 16:05 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	1,150,958	$0.00	$0.00	Disclosure SEC source: 0001104659-23-041485 · tm2311365-1_4seq1.xml · nonDerivative · entry 3 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F4 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 3, 2023, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. F2 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 03, 2023 Filed Apr 4, 2023 16:05 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	1,150,958	$0.00	$0.00	Disclosure SEC source: 0001104659-23-041485 · tm2311365-1_4seq1.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 12,020,524 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 3, 2023, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. F2 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
March 31, 2023 Filed Apr 4, 2023 16:05 UTC	Finance of America Companies Inc. FOA · Entity 1918	GrantClass A Common Stock	10,869,566	$1.38	$15,000,001.08	Disclosure SEC source: 0001104659-23-041485 · tm2311365-1_4seq1.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,869,566 F1 · kind: Pursuant to the terms and conditions of the Stock Purchase Agreement (the "Stock Purchase Agreement"), dated as of December 6, 2022, by and among the Issuer and Libman Family Holdings, LLC, a Connecticut limited liability company (the "Purchaser"), the Issuer agreed to issue and sell, in the aggregate, 10,869,566 shares of Class A Common Stock (the "Purchased Shares") to the Purchaser for a purchase price of $15,000,000. The closing of the sale of the Purchased Shares occurred on March 31, 2023. F2 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
January 12, 2023 Filed Jan 17, 2023 16:11 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	332,687	$0.00	$0.00	Disclosure SEC source: 0001828937-23-000004 · wf-form4_167398986741094.xml · derivative · entry 5 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 71,459,318 Underlying: Class A Common Stock · 332,687 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
January 12, 2023 Filed Jan 17, 2023 16:11 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	332,687	$0.00	$0.00	Disclosure SEC source: 0001828937-23-000004 · wf-form4_167398986741094.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of the Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On January 12, 2023, in connection with the Issuer's settlement of restricted stock units into shares of the Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of the Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of the Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On January 12, 2023, in connection with the Issuer's settlement of restricted stock units into shares of the Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of the Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
January 12, 2023 Filed Jan 17, 2023 16:11 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	332,687	Not disclosed	Not disclosed	Disclosure SEC source: 0001828937-23-000004 · wf-form4_167398986741094.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 332,687 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of the Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On January 12, 2023, in connection with the Issuer's settlement of restricted stock units into shares of the Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of the Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of Finance of America Companies Inc.'s (the "Issuer") Class A common stock (the "Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
December 31, 2022 Filed Jan 4, 2023 15:13 UTC	Finance of America Companies Inc. FOA · Entity 1918	OtherLLC Units of Finance of America Equity Capital LLC · Derivative	1,823,680	$1.37	$2,498,441.60	Disclosure SEC source: 0001104659-23-000801 · tm231466-1_4seq1.xml · derivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 1,823,680 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: The reported transaction, which does not affect the aggregate direct and indirect beneficial ownership of Brian L. Libman and his affiliated entities in the Class A Common Stock of the Issuer, was done to simplify the ownership structure of those interests. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
December 31, 2022 Filed Jan 4, 2023 15:13 UTC	Finance of America Companies Inc. FOA · Entity 1918	OtherLLC Units of Finance of America Equity Capital LLC · Derivative	1,823,680	$1.37	$2,498,441.60	Disclosure SEC source: 0001104659-23-000801 · tm231466-1_4seq1.xml · derivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 71,792,005 Underlying: Class A Common Stock · 1,823,680 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: The reported transaction, which does not affect the aggregate direct and indirect beneficial ownership of Brian L. Libman and his affiliated entities in the Class A Common Stock of the Issuer, was done to simplify the ownership structure of those interests. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	8,530	$0.00	$0.00	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · derivative · entry 8 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,823,680 Underlying: Class A Common Stock · 8,530 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	320,795	$0.00	$0.00	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · derivative · entry 7 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 69,968,325 Underlying: Class A Common Stock · 320,795 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	8,530	$0.00	$0.00	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · nonDerivative · entry 4 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	8,530	Not disclosed	Not disclosed	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · nonDerivative · entry 3 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,530 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	320,795	$0.00	$0.00	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
August 08, 2022 Filed Aug 10, 2022 16:16 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	320,795	Not disclosed	Not disclosed	Disclosure SEC source: 0001628280-22-022220 · wf-form4_166016257246287.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 320,795 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On August 8, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	56,008	$0.00	$0.00	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · derivative · entry 8 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,832,210 Underlying: Class A Common Stock · 56,008 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	2,106,443	$0.00	$0.00	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · derivative · entry 7 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 70,289,120 Underlying: Class A Common Stock · 2,106,443 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	56,008	$0.00	$0.00	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · nonDerivative · entry 4 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	56,008	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · nonDerivative · entry 3 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 56,008 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	2,106,443	$0.00	$0.00	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
April 01, 2022 Filed Apr 5, 2022 16:15 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	2,106,443	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-22-013749 · doc4.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,106,443 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On April 1, 2022, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	53,397	$0.00	$0.00	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · derivative · entry 8 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,888,479 Underlying: Class A Common Stock · 53,397 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionLLC Units of Finance of America Equity Capital LLC · Derivative	627,992	$0.00	$0.00	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · derivative · entry 7 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 72,405,383 Underlying: Class A Common Stock · 627,992 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F1 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	53,397	$0.00	$0.00	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · nonDerivative · entry 4 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	53,397	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · nonDerivative · entry 3 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 53,397 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F4 · ownership.nature: Reflects securities held directly by The Mortgage Opportunity Group, LLC. The sole manager of The Mortgage Opportunity Group, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Disposition to issuerClass A Common Stock	2,008,239	$0.00	$0.00	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · nonDerivative · entry 2 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F2 · price: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. Read SEC document
September 29, 2021 Filed Oct 1, 2021 17:37 UTC	Finance of America Companies Inc. FOA · Entity 1918	Exercise / conversionClass A Common Stock	627,992	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-038667 · doc4.xml · nonDerivative · entry 1 LIBMAN BRIAN L · CIK 0001356440 · Director · 10% owner Libman Family Holdings, LLC · CIK 0001854457 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,008,239 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 · kind: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F2 · kind: Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On September 29, 2021, in connection with the Issuer's settlement of restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement. F1 · price: Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire. F3 · ownership.nature: Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman. 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.