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4//SEC Filing

LIBMAN BRIAN L 4

Accession 0001356440-23-000004

CIK 0001828937other

Filed

Nov 13, 7:00 PM ET

Accepted

Nov 14, 4:15 PM ET

Size

13.0 KB

Accession

0001356440-23-000004

Insider Transaction Report

Form 4
Period: 2023-11-09
LIBMAN BRIAN L
Director10% Owner
Transactions
  • Exercise/Conversion

    Class A Common Stock

    2023-11-09+20,16210,889,728 total(indirect: See Footnote)
  • Disposition to Issuer

    Class A Common Stock

    2023-11-0920,16210,869,566 total(indirect: See Footnote)
  • Exercise/Conversion

    LLC Units of Finance of America Equity Capital LLC

    2023-11-0920,16270,184,023 total(indirect: See Footnote)
    Class A Common Stock (20,162 underlying)
Holdings
  • Class A Common Stock

    151,244
  • Class A Common Stock

    (indirect: See Footnote)
    241,730
Transactions
  • Exercise/Conversion

    Class A Common Stock

    2023-11-09+20,16210,889,728 total(indirect: See Footnote)
  • Disposition to Issuer

    Class A Common Stock

    2023-11-0920,16210,869,566 total(indirect: See Footnote)
  • Exercise/Conversion

    LLC Units of Finance of America Equity Capital LLC

    2023-11-0920,16270,184,023 total(indirect: See Footnote)
    Class A Common Stock (20,162 underlying)
Holdings
  • Class A Common Stock

    151,244
  • Class A Common Stock

    (indirect: See Footnote)
    241,730
Footnotes (4)
  • [F1]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 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, or RSUs, granted by the Issuer. On November 9, 2023, in connection with the Issuer's settlement of RSUs into shares of Common Stock, the Reporting Person converted certain FOA Units and delivered certain shares of Common Stock to the Issuer pursuant to the LTIP Award Settlement Agreement.
  • [F2]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 ("Common Stock") on a one-for-one basis. These exchange rights do not expire.
  • [F3]Reflects securities held directly by Libman Family Holdings, LLC. The sole manager of Libman Family Holdings, LLC is Brian L. Libman.
  • [F4]Reflects securities held by an entity for which Mr. Libman serves as trustee.

Issuer

Finance of America Companies Inc.

CIK 0001828937

Entity typeother

Related Parties

1
  • filerCIK 0001356440

Filing Metadata

Form type
4
Filed
Nov 13, 7:00 PM ET
Accepted
Nov 14, 4:15 PM ET
Size
13.0 KB