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Angel Oak Mortgage REIT (NYSE: AOMR) grants CFO 20,303 restricted shares

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Angel Oak Mortgage REIT, Inc. reported that CFO & Treasurer Brandon Filson received an award of 20,303 shares of common stock on the reported date. This is coded as a grant or other acquisition, reflecting equity compensation rather than an open-market purchase.

The granted shares are restricted stock that vest in four equal annual installments, starting one year after the grant date, contingent on his continued service. Following this award, Filson directly holds 90,791 shares of common stock, including multiple tranches of unvested restricted stock with staggered vesting schedules.

Positive

  • None.

Negative

  • None.
Insider Filson Brandon
Role CFO & Treasurer
Type Security Shares Price Value
Grant/Award Common Stock 20,303 $9.03 $183K
Holdings After Transaction: Common Stock — 90,791 shares (Direct)
Footnotes (2)
  1. F1. These shares of restricted stock vest in four equal annual installments, commencing on the one-year anniversary of the grant date, subject to the reporting person's continued service to the Issuer through the applicable vesting dates.
  2. F2. Includes: 9,608 shares of unvested restricted stock which vests over four equal annual installments, with one remaining, which began on July 1, 2024, 9,120 shares of unvested restricted stock which vests over four equal annual installments, with two remaining, which began on July 1, 2025, and 19,380 shares of unvested restricted stock which vests over four equal annual installments, with three remaining, which began on July 1, 2026. All unvested restricted stock is subject to the reporting person's continued service to the Issuer throughout the applicable vesting dates.
Restricted stock grant 20,303 shares Common Stock award to CFO on reported date
Grant reference price $9.03 per share Reported transaction price for the 20,303-share award
Holdings after transaction 90,791 shares Total common shares directly held by CFO after grant
Unvested restricted stock tranche 1 9,608 shares Vests over four annual installments beginning July 1, 2024
Unvested restricted stock tranche 2 9,120 shares Vests over four annual installments beginning July 1, 2025
Unvested restricted stock tranche 3 19,380 shares Vests over four annual installments beginning July 1, 2026
restricted stock financial
"These shares of restricted stock vest in four equal annual installments"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
vest financial
"vest in four equal annual installments, commencing on the one-year anniversary of the grant date"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
grant date financial
"commencing on the one-year anniversary of the grant date, subject to the reporting person's continued service"
The grant date is the day a company formally gives an employee or contractor the right to receive stock-based compensation, such as stock options or restricted shares. It matters to investors because it fixes key terms—like the price, the start of the ownership clock, and when the award will affect the company’s financial statements and share count—so it can influence dilution, reported expenses, and potential future selling pressure.
unvested restricted stock financial
"Includes: 9,608 shares of unvested restricted stock which vests over four equal annual installments"

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FAQ

What did Angel Oak Mortgage REIT (AOMR) CFO Brandon Filson report on this Form 4?

He reported receiving 20,303 shares of common stock as a restricted stock award. The filing classifies this as a grant or other acquisition, indicating equity compensation rather than an open-market stock purchase or sale.

Is the Angel Oak Mortgage REIT (AOMR) CFO’s transaction a stock purchase or a compensation grant?

The transaction is a compensation grant of restricted stock, not an open-market purchase. It is coded as a grant or award acquisition, meaning the company awarded shares as part of his equity-based compensation package.

How many Angel Oak Mortgage REIT (AOMR) shares does the CFO hold after this grant?

After the grant, CFO Brandon Filson directly holds 90,791 common shares. This total includes both vested shares and several tranches of unvested restricted stock that will vest over future years, subject to continued service.

How do the 20,303 restricted shares granted to the Angel Oak (AOMR) CFO vest over time?

The 20,303 restricted shares vest in four equal annual installments beginning one year after the grant. Vesting is conditioned on the CFO’s continued service to Angel Oak Mortgage REIT through each applicable vesting date.

What additional unvested restricted stock does the Angel Oak (AOMR) CFO already have?

He has 9,608 unvested shares from a grant that began vesting July 1, 2024, 9,120 unvested shares from a grant beginning July 1, 2025, and 19,380 unvested shares from a grant starting July 1, 2026, all vesting in four annual installments.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Filson Brandon

(Last)(First)(Middle)
980 HAMMOND DRIVE
SUITE 200

(Street)
ATLANTA GEORGIA 30328

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Angel Oak Mortgage REIT, Inc. [ AOMR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CFO & Treasurer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/01/2026AV20,303(1)A$9.0390,791(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These shares of restricted stock vest in four equal annual installments, commencing on the one-year anniversary of the grant date, subject to the reporting person's continued service to the Issuer through the applicable vesting dates.
2. Includes: 9,608 shares of unvested restricted stock which vests over four equal annual installments, with one remaining, which began on July 1, 2024, 9,120 shares of unvested restricted stock which vests over four equal annual installments, with two remaining, which began on July 1, 2025, and 19,380 shares of unvested restricted stock which vests over four equal annual installments, with three remaining, which began on July 1, 2026. All unvested restricted stock is subject to the reporting person's continued service to the Issuer throughout the applicable vesting dates.
Remarks:
/s/ Jeanine Joseph, as attorney-in-fact for Brandon Filson07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)