SCHEDULE Filed 2025-09-16 Event 2025-09-12 SEC 0001493152-25-013718 →

Bloom Retirement Holdings Inc. → Finance of America Companies Inc. FOA

Stake: 9.49% Shares: 2,266,113 CUSIP: 31738L107 Class: Class A Common Stock

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

14 13D/G filings on this issuer

13 other filings besides this one

Filer Track Record

5 filings by this filer

4 other filings in the data moat

Short Interest · settle 2026-07-15

DTC 7.16

547,731 shares short · -1.5% vs prior

Post-Filing Returns · since 2025-09-12 on FOA

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

0.0%

+90 days

0.0%

+180 days

0.0%

Anchor price 26.65 on closest trading day on/after 2025-09-12. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on Finance of America Companies Inc.

Filed	Form	Filer	Stake	Shares
2025-11-24	SCHEDULE	Bloom Retirement Holdings Inc.	9.49%	1,995,608	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	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 →

Other Filings by Bloom Retirement Holdings Inc.

Filed	Form	Issuer	Stake	Shares
2025-11-24	SCHEDULE	Finance of America Companies Inc. FOA	9.49%	1,995,608	view →
2025-03-03	SCHEDULE	Finance of America Companies Inc. FOA	9.50%	2,622,448	view →
2025-01-13	SCHEDULE	Finance of America Companies Inc. FOA	9.49%	2,753,868	view →
2023-10-11	SC	Finance of America Companies Inc. FOA	—	—	view →

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