Angel Oak CFO granted 20,303 restricted shares
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.
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 Trade Summary
Grant/Award: 20,303 shares
Grant/Award
1 txn
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)
- 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.
- 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.
Key Figures
Restricted stock grant: 20,303 shares
Grant reference price: $9.03 per share
Holdings after transaction: 90,791 shares
+3 more
6 metrics
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
Key Terms
restricted stock, vest, grant date, unvested restricted stock
4 terms
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"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
