Finance Of America Companies INC. (FOACW) — SEC Filings

Overview

Finance Of America Companies INC. (FOACW) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 17, 2025: Finance of America Companies Inc. announced on December 12, 2025, that it entered into a material definitive agreement. The company also reported modifications to the rights of its security holders and amendments to its articles of incorporation or bylaws. The filing includes financial statements an

Sentiment Summary

Across 46 filings, the sentiment breakdown is: 1 bullish, 5 bearish, 40 neutral. The dominant filing sentiment for Finance Of America Companies INC. is neutral.

Filing Type Overview

Finance Of America Companies INC. (FOACW) has filed 29 8-K, 5 10-Q, 1 10-Q/A, 1 10-K/A, 2 DEF 14A, 2 10-K, 5 SC 13D/A, 1 SC 13G/A with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (46)

• Finance of America Companies Inc. Files 8-K — 8-K · Dec 17, 2025 Risk: medium
  Finance of America Companies Inc. announced on December 12, 2025, that it entered into a material definitive agreement. The company also reported modifications
• 8-K Filing — 8-K · Dec 15, 2025
• Finance of America Companies Inc. Files 8-K — 8-K · Nov 18, 2025 Risk: medium
  On November 17, 2025, Finance of America Companies Inc. filed an 8-K report detailing a material definitive agreement. The filing also includes Regulation FD di
• Finance of America Swings to Q3 Loss Amid Fair Value Plunge — 10-Q · Nov 13, 2025 Risk: high
  Finance of America Companies Inc. (FOACW) reported a significant net loss of $29.857 million for the three months ended September 30, 2025, a stark contrast to
• 8-K Filing — 8-K · Nov 4, 2025
• Finance of America Companies Inc. Files 8-K on Material Agreement — 8-K · Oct 21, 2025 Risk: medium
  On October 21, 2025, Finance of America Companies Inc. filed an 8-K report detailing a material definitive agreement and the creation of a direct financial obli
• FOACW Swings to $10M Loss Amid Rising Related-Party Debt — 10-Q · Aug 11, 2025 Risk: high
  Finance of America Companies Inc. (FOACW) reported a net loss of $10.0 million for the three months ended June 30, 2025, a significant deterioration from the ne
• Finance of America Companies Inc. Files 8-K with Key Agreements & Equity Sales — 8-K · Aug 5, 2025 Risk: medium
  On August 4, 2025, Finance of America Companies Inc. filed an 8-K report detailing several significant events. These include entering into a material definitive
• Finance of America Companies Inc. Files 8-K — 8-K · Aug 5, 2025 Risk: low
  Finance of America Companies Inc. filed an 8-K on August 5, 2025, reporting on its results of operations and financial condition. The filing includes financial
• FOACW Files 10-Q/A, Amending Prior Disclosures Without Financial Impact — 10-Q/A · May 23, 2025 Risk: low
  Finance of America Companies Inc. (FOACW) filed a 10-Q/A for the period ending June 30, 2024, primarily to amend previous disclosures. The filing indicates no c
• Finance of America Companies Inc. Files 8-K on Shareholder Votes — 8-K · May 21, 2025 Risk: low
  Finance of America Companies Inc. filed an 8-K on May 21, 2025, reporting on matters submitted to a vote of security holders as of May 16, 2025. The filing deta
• Finance of America Companies Inc. Files 10-K/A Amendment — 10-K/A · May 20, 2025 Risk: medium
  Finance of America Companies Inc. filed an amendment (10-K/A) to its annual report on May 20, 2025, for the fiscal year ending December 31, 2024. The filing pro
• Finance of America Restates Financials — 8-K · May 15, 2025 Risk: medium
  Finance of America Companies Inc. announced on May 14, 2025, that it will not rely on previously issued financial statements for the fiscal year ended December
• Finance of America Companies Inc. Files 8-K — 8-K · May 6, 2025 Risk: low
  Finance of America Companies Inc. filed an 8-K on May 6, 2025, reporting on its results of operations and financial condition. The filing includes financial sta
• Finance of America Companies Inc. Files 8-K Report — 8-K · Apr 28, 2025 Risk: low
  On April 28, 2025, Finance of America Companies Inc. filed an 8-K report. The filing indicates that the company is located at 5830 Granite Parkway, Suite 400, P
• Finance of America Companies Inc. DEF 14A Filing — DEF 14A · Mar 27, 2025 Risk: low
  Finance of America Companies Inc. filed a DEF 14A on March 27, 2025, detailing executive compensation for the fiscal year ending December 31, 2024. The filing i
• Finance of America Companies Inc. 8-K Filing — 8-K · Mar 20, 2025 Risk: medium
  Finance of America Companies Inc. filed an 8-K on March 20, 2025, reporting on events as of March 19, 2025. The filing covers the departure of directors or cert
• Finance of America Companies Inc. Files 2024 10-K — 10-K · Mar 14, 2025 Risk: medium
  Finance of America Companies Inc. filed its 2024 10-K on March 14, 2025, reporting on its fiscal year ending December 31, 2024. The company, based in Plano, Tex
• Finance of America Companies Inc. Files 8-K on Financials — 8-K · Mar 11, 2025 Risk: low
  Finance of America Companies Inc. filed an 8-K on March 11, 2025, reporting on its results of operations and financial condition. The filing includes financial
• Bloom Retirement Holdings Inc. Amends SC 13D Filing for Finance of America — SC 13D/A · Dec 11, 2024 Risk: medium
  Bloom Retirement Holdings Inc. (formerly American Advisors Group) filed an amendment (No. 4) to its Schedule 13D on December 11, 2024, regarding its holdings in
• Bloom Retirement Holdings Ups Stake in Finance of America — SC 13D/A · Nov 21, 2024 Risk: medium
  Bloom Retirement Holdings Inc. filed an amendment (No. 3) to its Schedule 13D on November 21, 2024, regarding its holdings in Finance of America Companies Inc.
• Finance of America Companies Inc. Q3 2024 10-Q Filing — 10-Q · Nov 8, 2024 Risk: medium
  Finance of America Companies Inc. filed its Q3 2024 10-Q report on November 8, 2024, detailing its financial performance for the period ending September 30, 202
• Finance of America Companies Inc. Files 8-K — 8-K · Nov 6, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on November 6, 2024, reporting on its results of operations and financial condition. The filing includes financia
• Finance of America Companies Inc. Reports Financial Obligations and Equity Sales — 8-K · Nov 4, 2024 Risk: medium
  On October 31, 2024, Finance of America Companies Inc. entered into a material definitive agreement related to its financial obligations. The company also repor
• Finance of America Companies Inc. Files 8-K Report — 8-K · Oct 28, 2024 Risk: low
  On October 28, 2024, Finance of America Companies Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits,
• Finance of America Companies Inc. Files 8-K — 8-K · Sep 17, 2024 Risk: medium
  On September 17, 2024, Finance of America Companies Inc. filed an 8-K report detailing a material definitive agreement. The filing also includes other events an
• Finance of America Companies Inc. Q2 2024 10-Q Filing — 10-Q · Aug 9, 2024 Risk: medium
  Finance of America Companies Inc. filed its 10-Q for the period ending June 30, 2024. The filing details financial performance and operational updates for the s
• Finance of America Companies Inc. Files 8-K — 8-K · Aug 6, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on August 6, 2024, reporting on its results of operations and financial condition. The filing includes financial
• Blackstone Files 13D/A for Finance of America Companies Inc. — SC 13D/A · Jul 26, 2024 Risk: medium
  On July 26, 2024, Blackstone Inc. and its affiliates filed an amendment to their Schedule 13D, indicating a change in their beneficial ownership of Finance of A
• Finance of America Companies Inc. Files 8-K — 8-K · Jul 26, 2024 Risk: medium
  Finance of America Companies Inc. filed an 8-K on July 25, 2024, reporting material modifications to security holder rights and other events. The filing indicat
• Finance of America Companies Inc. Files 8-K — 8-K · Jul 15, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on July 15, 2024, reporting other events and financial statements. The filing details the company's principal exe
• Finance of America Faces NYSE Delisting, Plans Reverse Stock Split — 8-K · Jul 5, 2024 Risk: high
  Finance of America Companies Inc. announced on July 2, 2024, that it received a notice from the New York Stock Exchange (NYSE) indicating non-compliance with li
• Finance of America Companies Inc. Files 8-K with Key Corporate Updates — 8-K · Jun 25, 2024 Risk: medium
  On June 24, 2024, Finance of America Companies Inc. filed an 8-K report detailing several key events. The company entered into a material definitive agreement,
• Finance of America Companies Inc. Reports on Shareholder Vote Matters — 8-K · Jun 17, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on June 17, 2024, reporting on a submission of matters to a vote of security holders that occurred on June 11, 20
• Finance of America Companies Inc. Files 8-K on Shareholder Matters — 8-K · May 16, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on May 16, 2024, reporting on matters submitted to a vote of security holders on May 13, 2024. The filing details
• Finance of America Companies Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 10, 2024 Risk: medium
  Finance of America Companies Inc. (FOACW) filed a Quarterly Report (10-Q) with the SEC on May 10, 2024. Finance of America Companies Inc. filed a 10-Q report fo
• Finance of America Companies Inc. Files 8-K — 8-K · May 6, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on May 6, 2024, reporting on its results of operations and financial condition. The filing includes financial sta
• Finance of America Companies Inc. Files 8-K — 8-K · Apr 9, 2024 Risk: low
  On April 9, 2024, Finance of America Companies Inc. filed an 8-K report. The filing indicates the company's principal executive offices are located at 5830 Gran
• Blackstone Dumps All Shares in Finance of America Cos. — SC 13D/A · Apr 3, 2024 Risk: medium
  On April 3, 2024, Blackstone Inc. and its affiliated entities filed an SC 13D/A, reporting a change in beneficial ownership of Finance of America Companies Inc.
• Finance of America Companies Inc. Announces 2024 Annual Meeting of Stockholders — DEF 14A · Mar 28, 2024 Risk: low
  Finance of America Companies Inc. (FOACW) filed a Proxy Statement (DEF 14A) with the SEC on March 28, 2024. The Annual Meeting of Stockholders for Finance of Am
• Finance of America Companies Inc. Files 2023 Annual Report (10-K) — 10-K · Mar 15, 2024 Risk: medium
  Finance of America Companies Inc. (FOACW) filed a Annual Report (10-K) with the SEC on March 15, 2024. Finance of America Companies Inc. filed its 2023 10-K rep
• Finance of America Companies Inc. Files 8-K — 8-K · Mar 6, 2024 Risk: low
  Finance of America Companies Inc. filed an 8-K on March 6, 2024, reporting on its financial condition and results of operations. The filing includes financial s
• Finance of America (FOA) Delisted from NYSE, Moves to Cboe BZX — 8-K · Feb 16, 2024 Risk: high
  Finance of America Companies Inc. (FOA) announced on February 12, 2024, that its Class A common stock will be delisted from the New York Stock Exchange (NYSE) a
• Adage Capital Partners Amends Finance of America Stake — SC 13G/A · Feb 7, 2024
  Adage Capital Partners, L.P., a Delaware-based investment firm, filed an amended SC 13G/A on February 7, 2024, indicating its ownership of Class A Common Stock
• FOA Class A Common Stock Now Dual-Listed on NYSE & CBSX — 8-K · Feb 2, 2024
  Finance of America Companies Inc. (FOA) filed an 8-K on February 2, 2024, to update its registered securities. As of January 30, 2024, the company's Class A Com
• Bloom Retirement Holdings Amends Finance of America Stake — SC 13D/A · Jan 16, 2024
  Bloom Retirement Holdings Inc. (formerly American Advisors Group) has filed an amendment to its Schedule 13D, indicating a change in its beneficial ownership of

Risk Profile

Risk Assessment: Of FOACW's 41 recent filings, 4 were flagged as high-risk, 20 as medium-risk, and 17 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Finance Of America Companies INC.'s most recent 10-Q filing (Nov 13, 2025):

• Revenue: $80.848M
• Net Income: -$29.857M
• EPS: -$1.05
• Debt-to-Equity: 82.78
• Cash Position: $109.793M
• Operating Margin: -35.4%
• Total Assets: $30.657B
• Total Debt: $29.901B

Key Executives

• Graham A. Fleming
• Reza Jahangiri
• Stephen A. Schwarzman
• Lauren E. Richmond

Industry Context

The mortgage and financial services industry is highly sensitive to interest rate fluctuations and regulatory changes. Companies like Finance of America Companies Inc., which are heavily involved in mortgage origination, servicing, and securitization, face significant market risk. The current environment of rising interest rates and potential economic slowdowns puts pressure on loan volumes and valuations.

Top Tags

sec-filing (7) · financial-reporting (6) · 8-k (5) · corporate-governance (5) · material-agreement (4) · Mortgage Banking (4) · amendment (4) · 8-K (4) · ownership-change (4) · financial-obligation (3)

Key Numbers

• SEC File Number: 001-40308 — Identifies the company's filings with the SEC.
• IRS Employer Identification No.: 85-3474065 — Company's tax identification number.
• Net Loss: $29.857M — for Q3 2025, compared to $203.748M net income in Q3 2024
• Total Revenues: $80.848M — for Q3 2025, down from $290.073M in Q3 2024
• Net fair value changes on loans and related obligations: $8.422M — gain for Q3 2025, significantly down from $228.177M gain in Q3 2024
• Total Expenses: $104.594M — for Q3 2025, up from $80.308M in Q3 2024
• Total Assets: $30.657B — as of September 30, 2025, up from $29.156B at December 31, 2024
• Total Equity: $365.831M — as of September 30, 2025, up from $315.664M at December 31, 2024
• Loans held for investment, subject to HMBS related obligations: $18.974B — as of September 30, 2025, up from $18.670B at December 31, 2024
• Loans held for investment, subject to nonrecourse debt: $10.477B — as of September 30, 2025, up from $9.288B at December 31, 2024
• Basic earnings (loss) per share: $1.05 — loss for Q3 2025, compared to $8.48 earnings per share in Q3 2024
• Diluted earnings (loss) per share: $1.27 — loss for Q3 2025, compared to $7.50 earnings per share in Q3 2024
• Net Income (Loss): -$10.0M — Swung from $5.0M net income in Q2 2024 to a $10.0M net loss in Q2 2025.
• Related-Party Promissory Notes: $15.0M — Increased from $10.0M at Dec 31, 2024, indicating higher reliance on related-party financing.
• Reverse Mortgage Loans in VIEs: $200.0M — Increased from $180.0M at Dec 31, 2024, showing growth in this specific loan segment.

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