Bloom Retirement Holdings Inc. bought FOA

December 29, 2023 · Form 4 insider transaction

Bloom Retirement Holdings Inc. bought 8,000,000 shares of Finance of America Companies Inc., a transaction worth N/A. The trade was recorded as conversion of a derivative and disclosed on an SEC Form 4, filed 5 days after the transaction.

Direction
Acquired (buy-side)
Shares
8,000,000
Price
N/A
Total value
N/A
Role
SecurityClass A Common Stock
Transaction codeC: Conversion of a derivative
Transaction dateDecember 29, 2023
Filing dateJanuary 3, 2024
Shares owned after8,000,000
OwnershipIndirect
10b5-1 planNo
AmendedNo

Footnotes

Each limited liability company unit of Finance of America Equity Capital LLC (the "FOAEC Unit") is exchangeable for one share of Class A Common Stock of the Issuer at the option of the holder. The FOAEC Units do not expire.; Bloom Retirement Holdings Inc. is the record holder of the securities reported herein. Reza Jahangiri is the majority shareholder of Bloom Retirement Holdings Inc. As such, Mr. Jahangiri may be deemed to share voting and dispositive power over the securities held by Bloom Retirement Holdings Inc.

View the original Form 4 on SEC EDGAR