Welcome to our dedicated page for Angel Oak Mortgage Reit SEC filings (Ticker: AOMD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Angel Oak Mortgage REIT, Inc. 9.750% Senior Notes due 2030 (AOMD) provides access to regulatory documents in which these senior notes are referenced as part of Angel Oak Mortgage REIT, Inc.’s capital structure. In the available Form 8-K filings, the 9.750% Senior Notes due 2030 appear alongside the company’s common stock and 9.500% Senior Notes due 2029, indicating that they are a distinct security class issued by a Maryland corporation in the real estate sector.
Through this page, users can review filings where the issuer reports material events, such as entries into or amendments of material definitive agreements. Examples include a Master Repurchase Agreement and Securities Contract with a global investment bank, as well as amendments to a loan financing facility with another global investment bank. These documents describe terms such as interest rate spreads over Term SOFR, collateral arrangements, covenants, and events of default that are customary for such transactions.
Filings also cover corporate governance and management arrangements, including a New Management Agreement between Angel Oak Mortgage REIT, Inc., its operating partnership, and its external manager, Falcons I, LLC. This agreement addresses management compensation, reimbursement provisions, and the role of independent directors in evaluating the fairness of compensation and the company’s right to decline renewal.
On Stock Titan, these SEC filings are complemented by AI-powered summaries that highlight key points from documents such as Form 8-K reports. Users can quickly see how new agreements, financing changes, or management arrangements might relate to the issuer of the AOMD notes. Real-time updates from EDGAR, combined with simplified explanations, help make complex regulatory language more accessible while preserving the underlying details from the original filings.
Angel Oak Mortgage REIT, Inc. furnished an 8-K announcing financial results for the quarter ended September 30, 2025. The company provided a press release and supplementary materials as Exhibits 99.1 and 99.2 and scheduled a teleconference and audio webcast on November 6, 2025 to discuss the quarter.
The materials were furnished, not filed, under Item 2.02 and are not incorporated by reference unless specifically stated.
Victory Capital Management, Inc. filed a Schedule 13G reporting a passive stake in Angel Oak Mortgage REIT, Inc. common stock. The firm beneficially owns 1,440,411 shares, representing 6.06% of the class as of 09/30/2025.
Victory Capital reports sole voting power over 1,440,411 shares and sole dispositive power over the same amount, with no shared voting or dispositive power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The reporting person is classified as an investment adviser (IA).
Angel Oak Mortgage REIT, Inc. reported via an 8-K that it issued a press release announcing the date of its third quarter 2025 financial results webcast and conference call. The press release is furnished as Exhibit 99.1 under Item 7.01 (Regulation FD Disclosure) and is not deemed “filed” for purposes of Section 18 of the Exchange Act.
The filing also lists the company’s NYSE-traded securities, including common stock (AOMR), 9.500% Senior Notes due 2029 (AOMN), and 9.750% Senior Notes due 2030 (AOMD). Exhibit 104 contains the cover page interactive data file.
Angel Oak Mortgage REIT, Inc. reported an amendment to the Pricing Side Letter for its loan financing facility with “Global Investment Bank 2.” Effective October 10, 2025, the interest rate pricing spread was revised from a range of 1.75%–3.35% to a lower range of 1.65%–2.40%, with rates determined by collateral type, loan status, dwell time and other factors.
The company attached a Form of Amendment No. 2 as Exhibit 10.1. This update reflects a reset of the facility’s pricing mechanics under Item 8.01.
Angel Oak Mortgage REIT, Inc. entered into a new $200 million repurchase facility on October 6, 2025 through a Master Repurchase Agreement with a global investment bank. A subsidiary may sell securities backed by whole loan assets to this bank and later repurchase them, providing secured financing capacity through October 6, 2027. The interest rate on balances under the facility equals Term SOFR plus a 1.60% spread, which the company notes is generally in line with its other similar agreements.
The parent company guarantees the obligations of its subsidiary under a separate Guaranty. The agreement includes customary financial covenants tied to tangible net worth, leverage (indebtedness to tangible net worth), and minimum liquidity, along with standard events of default such as payment failures, covenant breaches, cross-defaults, and insolvency. In a default, the bank can accelerate amounts due and liquidate the purchased securities. The subsidiary also pays customary fees and reimburses the bank for costs and expenses related to managing and administering the facility.
Angel Oak Mortgage REIT, Inc. entered into a new management agreement with its external manager, Falcons I, LLC, and its operating partnership on October 1, 2025, following the closing of a strategic transaction in which Brookfield Asset Management Ltd. acquired a majority of the beneficial ownership of Angel Oak Companies, the manager’s parent. The new agreement fully replaces the prior management agreement, which was terminated without any termination fee after board and independent director approval and consent to its assignment.
The companies report that the Brookfield transaction is not expected to cause any material change in the day-to-day management of Angel Oak Mortgage REIT or its investment objectives and strategies. Under the new management agreement, the manager will not be reimbursed for the Chief Executive Officer and President’s compensation unless he devotes 100% of his working time to the company and at least two-thirds of the independent directors approve such reimbursement in advance. The company also clarified that its annual right to decline renewal based on unfair manager compensation will consider expense reimbursement amounts. A press release about the Brookfield transaction was furnished as an exhibit.
Brandon Filson, CFO & Treasurer of Angel Oak Mortgage REIT, Inc. (AOMR), reported the sale of 50,000 shares of the company's common stock on 09/17/2025 at a weighted-average price of $9.7823 per share. After the reported transactions, Filson beneficially owned 70,488 shares. The filing notes the sale occurred in multiple transactions at prices ranging from $9.70 to $9.90 and that the reported price is a weighted average. The report is filed as a single-person Form 4 and is signed and dated 09/19/2025.
Angel Oak Mortgage REIT, Inc. (AOMR) filed a Form 144 reporting a proposed sale of 50,000 common shares through Charles Schwab & Co., with an approximate aggregate market value of $484,000. The filing lists the total shares outstanding as 23,765,202, and the proposed approximate sale date is 09/17/2025.
The shares were originally acquired on 07/01/2022 as restricted share awards from the issuer, with the stated consideration described as services rendered. The filer certifies there were No securities sold in the past three months for the account and affirms no undisclosed material adverse information about the issuer.