Angel Oak Mortgage Reit Inc SEC Filings

Angel Oak Mortgage REIT, Inc. is asking stockholders to vote at its 2026 annual meeting on May 13, 2026, at 10:00 a.m. Eastern Time in Atlanta. Holders of 24,914,647 common shares outstanding as of March 19, 2026 may vote.

Stockholders will elect eight directors to serve until the 2027 meeting, ratify Deloitte & Touche LLP as independent auditor for 2026, and cast a non-binding advisory vote on named executive officer pay. The proxy describes board structure, committee responsibilities, cybersecurity oversight, stock ownership and clawback policies, and how to vote by internet, telephone, mail, or in person.

Angel Oak Mortgage REIT, Inc. shareholder group led by Xylem Finance LLC, Davidson Kempner Capital Management LP and Anthony A. Yoseloff reports beneficial ownership of 3,652,673 common shares, representing 14.66% of the company.

On March 20, 2026, the group sold 481,537 shares in a block trade at $7.87 per share to an unaffiliated financial institution. The ownership percentage is based on 24,914,647 shares outstanding as of March 3, 2026, as disclosed in the issuer’s Form 10-K.

Angel Oak Mortgage REIT, Inc. had a large shareholder associated with Davidson Kempner sell common stock in an open-market transaction. On March 20, 2026, Xylem Finance LLC sold 481,537 shares of common stock at $7.87 per share, leaving it with 3,652,673 shares held indirectly. The filing notes that various reporting persons, including Anthony A. Yoseloff through Davidson Kempner Capital Management LP, are involved in voting and investment decisions for Xylem, while expressly disclaiming beneficial ownership except for any pecuniary interest.

AOMD submitted a Form 144 reporting a proposed sale of 481,537 shares of Common Stock, $0.01 par value. The filing lists J.P. Morgan Securities LLC as the broker and includes a filing-related date of 03/20/2026.

The excerpt also shows a referenced trade date of 06/21/2021 and notes to “See Remark 2.”

Angel Oak Mortgage REIT, Inc. reported that its Audit Committee dismissed KPMG LLP as its independent registered public accounting firm on March 9, 2026. KPMG’s audit reports on the Company’s consolidated financial statements for the years ended December 31, 2025 and 2024 were unqualified and contained no adverse or disclaimer opinions.

The Company stated there were no disagreements with KPMG and no reportable events during those periods or through March 9, 2026. On the same date, the Audit Committee approved the engagement of Deloitte & Touche LLP as the new independent registered public accounting firm for the fiscal year ending December 31, 2026. A confirming letter from KPMG is included as Exhibit 16.1.

Angel Oak Mortgage REIT, Inc. filed its annual report outlining a real estate finance business built around first- and second‑lien non‑QM residential mortgage loans and related mortgage assets sourced largely from affiliated Angel Oak Mortgage Lending. The company seeks to earn attractive risk‑adjusted returns through spread income and retained securitization bonds.

As of December 31, 2025, Angel Oak managed an approximately $2.7 billion portfolio concentrated in residential mortgage loans and RMBS, often financed with warehouse lines and term securitizations. The REIT is externally managed by an Angel Oak affiliate under a new management agreement entered after a strategic transaction in which Brookfield acquired about 51% of Angel Oak Companies.

The report emphasizes key risks: reliance on the external manager and affiliated originator, conflicts of interest around loan sourcing and fees, concentration in non‑QM assets and certain states, use of leverage and securitizations, interest‑rate and credit volatility, and the need to maintain REIT and Investment Company Act status. As of June 30, 2025, non‑affiliate common equity market value was $123.7 million, with 24,914,647 shares outstanding on March 3, 2026.

Angel Oak Mortgage REIT, Inc. reported stronger fourth quarter and full-year 2025 results, driven by higher interest income and active securitization activity. For 2025, net interest income rose to $41.1 million, up 11% from 2024, while GAAP net income reached $44.0 million, or $1.80 per diluted share.

Distributable Earnings for 2025 were $14.6 million, or $0.59 per diluted share, with fourth quarter Distributable Earnings of $7.3 million, or $0.29 per diluted share. The company declared a quarterly dividend of $0.32 per common share, payable on February 27, 2026.

GAAP book value was $10.74 per share as of December 31, 2025, up 5.6% year over year, while economic book value was $12.70 per share, down 3.1%. Target assets totaled $2.7 billion, 22% higher than a year earlier, and the recourse debt-to-equity ratio was approximately 1.4x.

The company purchased $861.8 million of new non-QM and related residential mortgage loans in 2025 and participated in four securitizations totaling $704 million of unpaid principal balance. It also added a new $200.0 million repurchase facility and maintained access to four loan financing lines permitting up to $1.3 billion of borrowings.

Angel Oak Mortgage REIT, Inc. announced it will release its fourth quarter and full year 2025 financial results before the market opens on February 25, 2026, followed by a conference call at 8:30 a.m. Eastern Time. The webcast will be available in the Investors section of its website.

The company is a real estate finance business focused on first lien non‑agency mortgage loans and other mortgage-related assets in the U.S. market, aiming to deliver attractive risk-adjusted returns through cash distributions and capital appreciation.

Angel Oak Mortgage REIT, Inc. disclosed that its Board of Directors has declared a cash dividend of $0.32 per share on its common stock. The dividend will be paid on February 27, 2026 to stockholders who are on record as of February 20, 2026.

The company communicated this action through a press release dated February 5, 2026, which is furnished as an exhibit to this report and not deemed filed for liability purposes under the Exchange Act.