Home/Filings/4/0000899243-22-009910
4//SEC Filing

Cook Patricia 4

Accession 0000899243-22-009910

CIK 0001828937other

Filed

Mar 7, 7:00 PM ET

Accepted

Mar 8, 4:15 PM ET

Size

11.5 KB

Accession

0000899243-22-009910

Insider Transaction Report

Form 4
Period: 2022-03-04
Cook Patricia
DirectorChief Executive Officer
Transactions
  • Disposition to Issuer

    Class A Common Stock

    2022-03-04560 total(indirect: By Corp)
  • Exercise/Conversion

    Class A Common Stock

    2022-03-04+5656 total(indirect: By Corp)
  • Exercise/Conversion

    LLC Units of Finance of America Equity Capital LLC

    2022-03-0456407,027 total(indirect: By Corp)
    Class A Common Stock (56 underlying)
Holdings
  • Class A Common Stock

    159,281
Footnotes (3)
  • [F1]Pursuant to the terms of an exchange agreement, dated as of April 1, 2021, limited liability company units of Finance of America Equity Capital LLC ("FOA Units") held by the Reporting Person are exchangeable for shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. These exchange rights do not expire.
  • [F2]Pursuant to the LTIP Award Settlement Agreement (the "LTIP Award Settlement Agreement"), dated as of October 12, 2020, by and among the Issuer, the Reporting Person and certain equityholders of the Issuer and Finance of America Equity Capital LLC, such equityholders are obligated to deliver a number of shares of Class A Common Stock (either held or acquired upon conversion of FOA Units) to the Issuer in connection with the settlement of awards of restricted stock units granted by the Issuer. On March 4, 2022, in connection with the Issuer's settlement of certain restricted stock units into shares of Class A Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Class A Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement.
  • [F3]The Reporting Person previously reported beneficially owning FOA Units indirectly through ownership of limited liability company units of UFG Management Holdings LLC. In connection with an internal restructuring, UFG Management Holdings LLC dissolved, distributing all of the FOA Units held by it to its equity owners in a pro rata in-kind distribution, and the Reporting Persons now owns such FOA Units indirectly through a wholly-owned corporation.

Issuer

Finance of America Companies Inc.

CIK 0001828937

Entity typeother

Related Parties

1
  • filerCIK 0001434368

Filing Metadata

Form type
4
Filed
Mar 7, 7:00 PM ET
Accepted
Mar 8, 4:15 PM ET
Size
11.5 KB