FOA at a glance
Finance of America Companies Inc. (FOA, SEC CIK 1828937) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Finance of America Companies Inc. (FOA) reported revenue of $497.4 million (up 47.1% from FY2024) and net income of $45.2 million. Diluted EPS was $3.74.
- The most recent insider open-market sale reported on Form 4 was by Sieffert Kristen N on October 1, 2026 of 750 shares at $12.53 per share.
- In the last 90 days, FOA insiders reported 0 open-market purchases ($0) and 9 open-market sales ($762K) on Form 4, a net sale of $762K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $497.4M
- +47.1% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$762K
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $62.5M, down from $177.4M YoY
- Pretax margin -113.7% vs 46.2% YoY
- Retirement Solutions revenue $73.8M vs $62.3M, best segment
- Portfolio Management revenue $7.6M vs $117.9M, weakest result
- Origination volume $730.0M vs $602.3M; notes issued $1.2B vs $0.9B
- Headwinds: higher rates, tariff-policy volatility, wider credit spreads and lower asset values
AI summary of the FOA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered the quarter ended June 30, 2026
- Press release issued August 4, 2026 and filed as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 2026 adjusted EPS $0.84, up 53% year over year, while diluted GAAP EPS was $(1.28), highlighting substantial fair-value volatility
- Funded volume $730 million, up 21% year over year, with Retirement Solutions revenue up 19% to $74 million
Item 1.01: Entry into a Material Definitive Agreement
- Material agreement update by Finance of America Companies Inc.
- Agreement terms and financial impact require review of the referenced filing details
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Charter effective July 31, 2026, reclassifying Class B shares to match holders’ FOAEC Class A Units
- Class B Common Stock standardized at one vote per share, simplifying voting parity with LLC units
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD and excluded from Section 18 filing liability
- Disclosure not incorporated into other Securities Act or Exchange Act filings absent specific reference
Item 8.01: Other Events
- FAR closed acquisition of OMC’s reverse mortgage servicing portfolio and certain origination assets on June 30, 2026
- Portfolio adds approximately 20,000 HECM loans with $5.2 billion unpaid principal balance
Item EX-99.1: Item EX-99.1
- Completed all-cash acquisition of approximately 20,000 Ginnie Mae HECM servicing rights from Onity
- Acquired servicing portfolio represents $5.2 billion in unpaid principal balance
AI summaries of FOA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FOA
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- Fund moves. Which tracked funds opened, added or cut FOA, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sieffert Kristen N | Sell | Oct 1, 2026 | 750 | $12.53 |
| Prahm Jeremy | Sell | Sep 21, 2026 | 6,000 | $13.98 |
| Prahm Jeremy | Sell | Sep 8, 2026 | 6,000 | $16.82 |
| Sieffert Kristen N | Sell | Sep 1, 2026 | 750 | $17.55 |
| Prahm Jeremy | Sell | Aug 24, 2026 | 6,000 | $19.87 |
| Prahm Jeremy | Sell | Aug 10, 2026 | 6,000 | $21.73 |
| Prahm Jeremy | Sell | Aug 6, 2026 | 6,000 | $22.26 |
| Sieffert Kristen N | Sell | Aug 3, 2026 | 750 | $23.61 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $234.3M | $338.2M | $497.4M | |
| Net Income | -$80.1M | $15.5M | $45.2M | |
| Net Margin | -34.2% | 4.6% | 9.1% | |
| Balance Sheet | ||||
| Total Assets | $27.1B | $29.2B | $30.7B | |
| Equity | $272.4M | $315.7M | $395.6M | |
| ROE | -29.4% | 4.9% | 11.4% | |
| Per Share | ||||
| EPS | $-0.98 | $1.18 | $3.74 | |
| Cash Flow | ||||
| Operating CF | -$71.6M | -$423.8M | -$429.7M | |
Source: XBRL data in Finance of America Companies Inc. (FOA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
FOA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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FOA SEC filings: frequently asked questions
Are FOA insiders buying or selling?
In the last 90 days, Finance of America Companies Inc. (FOA) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $761,809 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was FOA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Finance of America Companies Inc. (FOA) reported revenue of $497.4 million (up 47.1% from FY2024) and net income of $45.2 million. Diluted EPS was $3.74. The figures come from the XBRL data in the 10-K.
What did FOA report in its latest 8-K?
Finance of America Companies Inc. (FOA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered the quarter ended June 30, 2026.
What are the latest FOA SEC filings?
Finance of America Companies Inc. (FOA) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is FOA's SEC CIK number?
Finance of America Companies Inc. (FOA)'s SEC Central Index Key (CIK) is 1828937. EDGAR lists every FOA filing under that number.
Ask anything about FOA
The research agent reads FOA's filings, financials, insider trades and 13F holders, then answers with sources.