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.
Angel Oak Mortgage REIT, Inc. filings document the real estate finance company’s operating results, common-stock dividend disclosures, loan financing arrangements and outstanding senior notes, including the 9.750% Senior Notes due 2030 represented by AOMD. Form 8-K reports cover quarterly and annual results, Regulation FD announcements, amendments to financing facility pricing terms and changes in the registrant’s certifying accountant.
Proxy materials disclose board matters, executive compensation and shareholder voting information. The filings also identify the issuer’s common stock and senior note classes, subsidiary financing relationships, exhibit agreements and governance topics relevant to the REIT’s first-lien non-QM mortgage loan investment business.
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.