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Angel Oak Mortgage REIT CFO Receives 25,290 Shares; Total Ownership 120,488

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Angel Oak Mortgage REIT reported an insider transaction by Brandon Filson, the companys CFO and Treasurer, who acquired 25,290 shares of common stock on 08/21/2025 at a reported price of $0. After the transaction, Filson beneficially owns 120,488 shares, which includes multiple tranches of unvested restricted stock: 2,734 shares with one remaining vesting installment, 9,608 shares with two remaining installments, 9,120 shares with three remaining installments, and 12,645 shares vesting on July 1, 2026. All unvested awards are subject to continued service through vesting dates.

Positive

  • Insider acquisition disclosed: Brandon Filson acquired 25,290 shares on 08/21/2025 as reported on Form 4
  • Detailed vesting disclosure: Filing itemizes unvested restricted stock tranches and remaining installments, improving transparency
  • Total beneficial ownership provided: Reporting person now beneficially owns 120,488 shares

Negative

  • None.

Insights

TL;DR: Insider reported receiving a grant-like issuance of 25,290 shares, increasing total beneficial ownership to 120,488 shares.

The filing shows a non-cash acquisition (price reported as $0) on 08/21/2025, consistent with stock-based compensation or restricted stock awards rather than an open-market purchase. The disclosure lists specific unvested tranches and remaining vesting installments, allowing readers to model dilution timing and potential future share release into the float. This transaction does not provide revenue or earnings detail but is relevant to equity-based compensation expense and share count trends.

TL;DR: The CFO received time-based restricted stock with multi-year vesting; continued service is a condition for vesting.

The Form 4 explicitly ties all unvested restricted stock to continued service through their respective vesting dates and itemizes remaining installments by grant date. That clarity is important for governance transparency because it outlines the retention schedule for a senior executive and the timing when these shares may vest and become tradable. The filing is precise about allotments and vesting schedules but does not disclose grant valuations.

SEC Form 4
FORM 4 UNITED 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)
3344 PEACHTREE ROAD NE
SUITE 1725

(Street)
ATLANTA GA 30326

(City) (State) (Zip)
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)
Director 10% Owner
X Officer (give title below) Other (specify below)
CFO & Treasurer
3. Date of Earliest Transaction (Month/Day/Year)
08/21/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 08/21/2025 A 25,290 A $0 120,488(1) 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Includes: 2,734 shares of unvested restricted stock which vests over four equal annual installments, with one remaining, which began on July 1, 2023, 9,608 shares of unvested restricted stock which vests over four equal annual installments, with two remaining, which began on July 1, 2024, 9,120 shares of unvested restricted stock which vests over four equal annual installments, with three remaining, which began on July 1, 2025, and 12,645 shares of unvested restricted stock which vests 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/ David Gordon, as attorney-in-fact for Brandon Filson 08/20/2025
** Signature of Reporting Person Date
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.

FAQ

What transaction did Brandon Filson report on Form 4 for AOMR?

The filing reports that Brandon Filson, CFO & Treasurer, acquired 25,290 shares of Angel Oak Mortgage REIT common stock on 08/21/2025 at a reported price of $0.

How many shares does Brandon Filson beneficially own after the reported transaction?

Following the reported transaction, Filson beneficially owns 120,488 shares of common stock.

Does the Form 4 disclose unvested restricted stock details for Brandon Filson?

Yes. The filing lists unvested restricted stock totaling several tranches: 2,734, 9,608, 9,120, and 12,645 shares with specified remaining vesting installments and a July 1, 2026 vesting date for the final tranche.

Are the unvested restricted shares conditional?

Yes. The Form 4 states all unvested restricted stock is subject to the reporting person's continued service through the applicable vesting dates.

Was the acquisition an open-market purchase at market price?

No. The transaction is reported with a price of $0, indicating a grant or similar issuance rather than an open-market purchase at market price.
Angel Oak Mortgage REIT Inc

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REIT - Mortgage
Real Estate
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United States
ATLANTA