Based on data from the past 90 days ending December 20, 2025, Finance of America Companies's three largest insider shareholders are TenPercentOwner Tactical Opportunities Associates - Nq L.L.C. Blackstone (1.21Mn shares), TenPercentOwner Tactical Opportunities Fund - U - Nq L.L.C. Blackstone (1.21Mn shares), TenPercentOwner Urban Holdings L.L.C. Bto (1.21Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Holdings Iii L.P. Blackstone | 2,438,671 | 04 Apr, 2023 | |
| Brian L Libman | 1,117,731 | 15 May, 2025 | |
| Retirement Holdings Inc. Bloom | 800,000 | 03 Jan, 2024 | |
| Capital Partners L.P. D1 | 500,000 | 17 Dec, 2021 | |
| Tactical Opportunities Fund - U - Nq L.L.C. Blackstone | 1,208,126 | 08 Dec, 2025 | |
| Urban Holdings L.L.C. Bto | 1,208,126 | 08 Dec, 2025 | |
| Tactical Opportunities Associates - Nq L.L.C. Blackstone | 1,208,126 | 08 Dec, 2025 | |
| Patricia Cook | Chief Executive Officer | 30,539 | 05 Apr, 2022 |
| Graham Fleming | Chief Executive Officer | 204,633 | 03 Apr, 2025 |
| Jeremy Prahm | Chief Investment Officer | 173,294 | 03 Apr, 2025 |
| Johan Gericke | EVP And Chief Financial Officer | 10,217 | 04 Apr, 2023 |
| Kristen N Sieffert | President | 81,049 | 03 Dec, 2025 |
| Lauren Richmond | Chief Legal Officer | 28,216 | 03 Apr, 2025 |
| Norma Corio | 26,580 | 15 May, 2025 | |
| Matthew A Engel | Chief Financial Officer | 22,836 | 19 Nov, 2025 |
| Tyson Anwar Pratcher | 22,280 | 15 May, 2025 | |
| Robert Lord | 22,280 | 15 May, 2025 | |
| Lance West | 22,280 | 15 May, 2025 | |
| Tai A. Thornock | Chief Accounting Officer | 11,750 | 18 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | Tai A. Thornock | Class A Common Stock | D | 1,100 | $23.04 | 11,750 | D | S |
| 04 Dec, 2025 | Tactical Opportunities Fund - U - Nq L.L.C. Blackstone | Class A Common Stock | D | 385,855 | $10.00 | 385,855 | I | S |
| 04 Dec, 2025 | Tactical Opportunities Associates - Nq L.L.C. Blackstone | Class A Common Stock | D | 385,855 | $10.00 | 385,855 | I | S |
| 04 Dec, 2025 | Urban Holdings L.L.C. Bto | Class A Common Stock | D | 385,855 | $10.00 | 385,855 | I | S |
| 04 Dec, 2025 | Tactical Opportunities Fund - U - Nq L.L.C. Blackstone | Class A Common Stock | D | 2,161 | $10.00 | 2,161 | I | S |
| 04 Dec, 2025 | Tactical Opportunities Associates - Nq L.L.C. Blackstone | Class A Common Stock | D | 2,161 | $10.00 | 2,161 | I | S |
| 04 Dec, 2025 | Urban Holdings L.L.C. Bto | Class A Common Stock | D | 2,161 | $10.00 | 2,161 | I | S |
| 04 Dec, 2025 | Tactical Opportunities Associates - Nq L.L.C. Blackstone | Class A Common Stock | D | 1,208,126 | $10.00 | 1,208,126 | I | S |
| 04 Dec, 2025 | Tactical Opportunities Fund - U - Nq L.L.C. Blackstone | Class A Common Stock | D | 1,208,126 | $10.00 | 1,208,126 | I | S |
| 04 Dec, 2025 | Urban Holdings L.L.C. Bto | Class A Common Stock | D | 1,208,126 | $10.00 | 1,208,126 | I | S |
| 01 Dec, 2025 | Kristen N Sieffert | Class A Common Stock | D | 750 | $23.50 | 81,049 | D | S |
| 17 Nov, 2025 | Matthew A Engel | Class A Common Stock | A | 12,452 | $0.00 | 27,292 | D | M |
| 17 Nov, 2025 | Tai A. Thornock | Class A Common Stock | D | 1,100 | $22.63 | 12,850 | D | S |
| 17 Nov, 2025 | Matthew A Engel | Class A Common Stock | D | 4,456 | $22.99 | 22,836 | D | F |
| 03 Nov, 2025 | Kristen N Sieffert | Class A Common Stock | D | 750 | $21.86 | 81,799 | D | S |
| 16 Oct, 2025 | Tai A. Thornock | Class A Common Stock | D | 1,100 | $21.34 | 13,950 | D | S |
| 01 Oct, 2025 | Kristen N Sieffert | Class A Common Stock | D | 750 | $22.10 | 82,549 | D | S |
| 16 Sep, 2025 | Tai A. Thornock | Class A Common Stock | D | 1,100 | $25.87 | 15,050 | D | S |
| 02 Sep, 2025 | Kristen N Sieffert | Class A Common Stock | D | 750 | $26.26 | 83,299 | D | S |
| 18 Aug, 2025 | Tai A. Thornock | Class A Common Stock | D | 1,100 | $27.21 | 16,150 | D | S |