| Filed | Form | Filer | Stake | Shares | |
|---|---|---|---|---|---|
| 2025-11-24 | SCHEDULE | Bloom Retirement Holdings Inc. | 9.49% | 1,995,608 | view → |
| 2025-09-16 | SCHEDULE | Bloom Retirement Holdings Inc. | 9.49% | 2,266,113 | view → |
| 2025-08-05 | SCHEDULE | Blackstone Holdings II L.P. | 50.50% | 8,029,817 | view → |
| 2025-03-03 | SCHEDULE | Bloom Retirement Holdings Inc. | 9.50% | 2,622,448 | view → |
| 2025-01-13 | SCHEDULE | Bloom Retirement Holdings Inc. | 9.49% | 2,753,868 | view → |
| 2024-07-26 | SC | Libman Family Holdings, LLC | — | — | view → |
| 2024-04-03 | SC | Blackstone Holdings II L.P. | — | — | view → |
| 2023-10-11 | SC | Bloom Retirement Holdings Inc. | — | — | view → |
| 2023-04-04 | SC | Blackstone Holdings III L.P. | — | — | view → |
| 2023-04-04 | SC | Libman Family Holdings, LLC | — | — | view → |
| 2022-12-07 | SC | Blackstone Holdings III L.P. | — | — | view → |
| 2021-10-01 | SC | Blackstone Holdings III L.P. | — | — | view → |
| 2021-10-01 | SC | LIBMAN BRIAN L | — | — | view → |
| Filed | Form | Issuer | Stake | Shares | |
|---|---|---|---|---|---|
| 2024-07-26 | SC | Finance of America Companies Inc. FOA | — | — | view → |
| 2023-04-04 | SC | Finance of America Companies Inc. FOA | — | — | view → |
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