Robert Lord - 13 May 2025 Form 4 Insider Report for Finance of America Companies Inc. (FOA)

Reporting relationship: Director
Issuer ticker: FOA
Reported as of: 13 May 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 15 May 2025, 17:45:09 UTC
Prior SEC filing: 13 May 2025
Next SEC filing: 23 Dec 2025
Source filing: View source filing
Reporting owner signature: /s/ Tracy Lowe, as power of attorney for Robert Lord

Key filing fact

Robert Lord filed Form 4 for Finance of America Companies Inc. (FOA) on 15 May 2025.

Key facts

This page summarizes Robert Lord's Form 4 filing for Finance of America Companies Inc. (FOA).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 15 May 2025, 17:45.

Change

Previous filing in this sequence was filed on 13 May 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001298008 Primary reporting owner

Lord Robert

Relationship: Director
Address: C/O FINANCE OF AMERICA COMPANIES INC., 5830 GRANITE PARKWAY, SUITE 400, PLANO
Signature: /s/ Tracy Lowe, as power of attorney for Robert Lord
Signature date: 15 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FOA transaction

Class A Common Stock

Options Exercise

Transaction value
Shares: +10,000
Change %: +81%
Price
Shares after: 22,280
Date: 13 May 2025
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FOA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -10,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 13 May 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 10,000
Exercise price
Footnotes: F1, F3, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024.

Footnote F2

Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis.

Footnote F3

Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Footnote F4

Reflects RSUs that vested on May 13, 2025.