Bloom Retirement Holdings Inc. Amends SC 13D Filing for Finance of America
Ticker: FOACW · Form: SC 13D/A · Filed: Dec 11, 2024 · CIK: 1828937
Sentiment: neutral
Topics: ownership-change, sec-filing, schedule-13d
TL;DR
Bloom Retirement Holdings Inc. (fka American Advisors Group) updated its stake in Finance of America Companies Inc. on 12/11/24.
AI Summary
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 Finance of America Companies Inc. The filing indicates a change in the beneficial ownership of Finance of America Companies Inc. common stock.
Why It Matters
This amendment signals a potential shift in the ownership structure or strategy of Finance of America Companies Inc., which could impact its stock price and future business operations.
Risk Assessment
Risk Level: medium — Schedule 13D filings often precede significant corporate actions or changes in control, which can introduce volatility.
Key Players & Entities
- Bloom Retirement Holdings Inc. (company) — Filing entity, formerly American Advisors Group
- Finance of America Companies Inc. (company) — Subject company
- Reza Jahangiri (person) — Person authorized to receive notices
FAQ
What is the primary purpose of this SC 13D/A filing?
This filing is an amendment (No. 4) to Schedule 13D, indicating a change in the beneficial ownership of Finance of America Companies Inc. common stock by Bloom Retirement Holdings Inc.
Who is the filing entity and what was its former name?
The filing entity is Bloom Retirement Holdings Inc., formerly known as American Advisors Group.
What is the subject company of this filing?
The subject company is Finance of America Companies Inc.
When was this amendment filed?
This amendment was filed on December 11, 2024.
Who is listed as the person authorized to receive notices for this filing?
Reza Jahangiri is listed as the person authorized to receive notices and communications.
Filing Stats: 1,274 words · 5 min read · ~4 pages · Grade level 11.6 · Accepted 2024-12-11 20:30:03
Key Financial Figures
- $0.0001 — ares of Class A common stock, par value $0.0001 per share (the “Class A Common St
Filing Documents
- formsc13da.htm (SC 13D/A) — 76KB
- 0001493152-24-049713.txt ( ) — 77KB
SIGNATURES
SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date : December 11, 2024 Bloom Retirement Holdings Inc. By: /s/ Reza Jahangiri Name: Reza Jahangiri Title: Majority Shareholder /s/ Reza Jahangiri Reza Jahangiri