Finance of America Companies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:FOA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 24	BuyUS$110,122	Norma Corio	Individual	4,300	US$25.61
10 Dec 24	SellUS$513,715	Lance West	Individual	23,245	US$22.10
09 Dec 24	SellUS$3,655,493	Bloom Retirement Holdings Inc.	Company	165,589	US$22.08
06 Dec 24	SellUS$141,750	Lance West	Individual	6,750	US$21.00
05 Dec 24	SellUS$837,174	Lance West	Individual	40,005	US$21.20
19 Nov 24	SellUS$4,106,832	Bloom Retirement Holdings Inc.	Company	165,386	US$24.83

Insider Trading Volume

Insider Buying: FOA insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of FOA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	811,938	8.18%
Institutions	1,041,342	10.5%
Hedge Funds	1,050,015	10.6%
Individual Insiders	1,517,160	15.3%
General Public	2,313,673	23.3%
VC/PE Firms	3,192,284	32.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.2%	Blackstone Inc.	3,192,284	US$191.7m	0%	0.33%
11.4%	Brian Libman	1,131,903	US$68.0m	0%	no data
10.6%	Omega Advisors, Inc.	1,050,015	US$63.1m	58%	1.02%
4.54%	Bloom Retirement Holdings Inc.	450,538	US$27.1m	-43.7%	no data
3.98%	EMS Capital LP	395,188	US$23.7m	0%	100.0%
3.64%	Replay Sponsor, LLC	361,400	US$21.7m	0%	no data
2.06%	The Vanguard Group, Inc.	204,795	US$12.3m	6.26%	no data
1.31%	Graham Fleming	130,422	US$7.8m	0%	no data
1.11%	Long Focus Capital Management LLC	110,434	US$6.6m	0%	0.25%
1%	Jeremy Prahm	99,178	US$6.0m	0%	no data
0.99%	RBF Capital LLC	98,065	US$5.9m	4.62%	0.12%
0.77%	Geode Capital Management, LLC	76,916	US$4.6m	84.5%	no data
0.56%	Purpose Investments Inc.	56,022	US$3.4m	0%	0.07%
0.52%	Kristen Sieffert	51,725	US$3.1m	0%	no data
0.44%	Millennium Management LLC	43,283	US$2.6m	-25.8%	no data
0.19%	Lauren Richmond	18,744	US$1.1m	0%	no data
0.17%	Norma Corio	16,580	US$995.6k	35%	no data
0.14%	BlackRock, Inc.	14,389	US$864.1k	-15.9%	no data
0.14%	Qube Research & Technologies Ltd	13,835	US$830.8k	115%	no data
0.14%	Tai Thornock	13,542	US$813.2k	0%	no data
0.13%	Renaissance Technologies LLC	12,776	US$767.2k	13.6%	no data
0.12%	Robert Lord	12,280	US$737.4k	-0.01%	no data
0.12%	Lance West	12,280	US$737.4k	-85.1%	no data
0.12%	Tyson Pratcher	12,280	US$737.4k	-0.01%	no data
0.1%	Johan Gericke	10,217	US$613.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 11:58
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Finance of America Companies Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Douglas Harter	Credit Suisse
Ryan Nash	Goldman Sachs
James Faucette	Morgan Stanley