Welcome to our dedicated page for Bimini Capital SEC filings (Ticker: BMNM), 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 Bimini Capital Management, Inc. (BMNM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including its Current Reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. These filings explain how Bimini manages its Agency residential mortgage-backed securities portfolio, its advisory services business, and material corporate events.
For an asset manager like Bimini, Form 8-K filings are particularly important. Recent 8-Ks describe quarterly and year-to-date financial results, including net income or loss, advisory service revenues, and book value per share. They also detail capital allocation between pass-through and structured MBS sub-portfolios, returns on invested capital, prepayment statistics, and financing arrangements through repurchase agreements. Other 8-Ks cover governance changes, such as director resignations and appointments, and amendments to the company’s stockholder rights plan intended to help preserve net operating loss carryforwards under Section 382 of the Internal Revenue Code.
Filings also document material definitive agreements, such as the Membership Interest Purchase Agreement entered into by Bimini Advisors Holdings, LLC to acquire 80% of Tom Johnson Investment Management, LLC, a registered investment adviser. The related 8-K outlines purchase price terms, put and call rights on the retained interest, employment agreement conditions, and closing requirements, giving investors insight into Bimini’s efforts to expand and diversify its asset management activities.
On Stock Titan, these SEC filings are updated as they are made available on EDGAR, and AI-powered tools can help summarize lengthy documents, highlight key terms, and clarify technical language. Users can review Bimini’s 8-Ks for earnings announcements, rights plan amendments, and transaction agreements, and combine this information with other filings such as annual and quarterly reports to better understand BMNM’s financial condition, risk profile, and strategic direction.
Bimini Capital Management, Inc. entered into a First Amendment to its existing Rights Agreement with Broadridge Corporate Issuer Solutions, Inc. on December 10, 2025. The amendment extends the expiration date of the stockholder rights from December 21, 2025 to December 21, 2030 and increases the Purchase Price under the plan from $4.76 to $10.20. This type of Rights Agreement is often used as a shareholder rights plan, sometimes called a “poison pill,” to deter concentrated ownership without board approval. The amendment did not require stockholder approval, though the company plans to submit it to stockholders for approval at its 2026 annual meeting. The company also issued a press release announcing the amendment.
Bimini Capital Management (BMNM) reported stronger Q3 2025 results. For the quarter ended September 30, total revenues were $6.2 million, driven by advisory services of $4.46 million and interest/dividend income of $1.74 million. Net income for the quarter was $1.82 million, compared with $0.26 million a year ago. For the nine‑month period, revenues totaled $17.3 million and net income was $2.42 million, up from $0.20 million in 2024.
On the balance sheet as of September 30, 2025, assets were $139.7 million, including mortgage‑backed securities at fair value of $104.4 million and cash and cash equivalents of $9.56 million. Liabilities were $130.5 million, primarily repurchase agreements of $100.0 million and long‑term debt of $27.35 million. Stockholders’ equity rose to $9.24 million from $6.82 million at December 31, 2024. The company owned 569,071 shares of Orchid Island Capital and recorded $0.61 million of dividends for the nine months. Class A shares outstanding were 10,005,457 as of November 6, 2025. Advisory revenues from managing Orchid accounted for about 68% of year‑to‑date consolidated revenues.
Bimini Capital Management (BMNM): Director Ashley B. Griffith filed an initial Form 3 reporting beneficial ownership as of 11/06/2025.
The filing shows 0 shares of Class A common stock held directly and no derivative securities listed. This is an administrative disclosure of initial ownership by a board member and does not reflect a transaction or capital event.
Bimini Capital Management, Inc. filed an 8‑K reporting two items. First, the company furnished a press release announcing consolidated results for the nine‑month period ended September 30, 2025; the release is provided as Exhibit 99.1 and furnished under Item 2.02.
Second, the company reported board changes. On November 5, 2025, director Frank E. Jaumot resigned, effective immediately, and the company stated the resignation was not due to any disagreement relating to operations, policies, or practices. On November 6, 2025, Ashley B. Griffith was appointed a Class I director with a term expiring at the 2028 annual meeting. The Board determined Mr. Griffith to be an independent director under NASDAQ Rule 5605(a)(2), and he is expected to serve on the Audit Committee. A related press release is furnished as Exhibit 99.2.