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.
Bimini Capital Management filings document operating results, advisory-service transactions, governance matters and changes to security-holder rights. Form 8-K reports include quarterly financial results, completion of the company’s acquisition of an 80% interest in Tom Johnson Investment Management, and amendments to the rights agreement governing the company’s stockholder rights plan.
The company’s proxy materials cover board elections, director changes, executive compensation and annual-meeting voting matters. Its filings also describe Bimini Advisors Holdings, Bimini Advisors and the external management relationship with Orchid Island Capital, along with capital-structure disclosures and material agreements affecting the asset-management and Agency RMBS business.
Bimini Capital Management reported a strong turnaround for 2025 and announced a new share repurchase plan. Net income was $5.8 million, or $0.58 per share, for the year ended December 31, 2025, compared with a prior-year loss. Fourth-quarter net income was $3.4 million. Advisory services revenue rose to $16.6 million from $12.8 million, driven largely by managing Orchid Island Capital’s portfolio. Book value per share increased to $1.26 at December 31, 2025, with stockholders’ equity of $12.6 million and 10,005,457 Class A shares outstanding.
The mortgage-backed securities portfolio declined from $122.3 million to $88.9 million, while repurchase agreements fell to $85.3 million. The portfolio’s effective duration shortened, reducing interest-rate sensitivity. The Board authorized a Rule 10b5-1 plan to repurchase up to $2.5 million of Class A Common Stock over 24 months, funded from available cash. Bimini also highlighted its pending acquisition of 80% of Tom Johnson Investment Management, which had about $1.6 billion of assets under management, to expand and diversify its advisory business.
Bimini Capital Management, Inc., through its indirect wholly owned subsidiary Bimini Advisors Holdings, LLC, agreed to acquire eighty percent of the fully diluted equity interests of Tom Johnson Investment Management, LLC (TJIM), a registered investment adviser. The remaining twenty percent equity interest will be retained by the Richard Parry Living Trust, with a contractual mechanism allowing Bimini’s subsidiary, beginning on the third anniversary of closing, to require the trust to sell this retained interest using the same pricing formula. Completion of the transaction depends on customary conditions, including financial, legal and regulatory due diligence and obtaining required consents, including from TJIM’s existing clients. The company also issued a press release announcing the agreement.
Bimini Capital Management, Inc. director Frank E. Jaumot filed an amended beneficial ownership report for the company’s Class A Common Stock. The amendment states that on December 19, 2025, he sold 534,495 shares of common stock at $1.55 per share.
Following this sale, Jaumot now beneficially owns 36,027 shares of Bimini Capital Class A Common Stock, representing approximately 0.3% of the company’s outstanding Class A shares. The filing also notes that this Amendment No. 2 is being made solely to correct the date of Amendment No. 1 and that Jaumot has not engaged in any other transactions in the issuer’s securities during the last 60 days.
Bimini Capital Management director reports 14.8% ownership stake. Director Robert J. Dwyer filed an amended ownership report showing he beneficially owns 1,476,339 shares of Bimini Capital Management, Inc. Class A common stock, representing approximately 14.8% of the outstanding class. He has sole voting and dispositive power over all of these shares.
Dwyer acquired all shares using personal funds or as compensation for serving as a director. On December 19, 2025, he purchased 100,000 shares of common stock at $1.55 per share. He states the holdings are for investment purposes and indicates he may buy additional shares for cash or as director fees, or sell shares in the future, but currently has no plans related to major corporate actions such as mergers, changes in control, or significant restructurings.
Bimini Capital Management, Inc. insider G. Hunter Haas IV has updated his beneficial ownership in the company’s Class A common stock. He now beneficially owns 1,491,517 shares, representing approximately 14.9% of the outstanding Class A common stock, and holds sole voting and dispositive power over these shares.
Haas, who serves as President, Chief Investment Officer, Chief Financial Officer and Treasurer of Bimini Capital Management, acquired the shares using personal funds or as compensation. On December 19, 2025, he purchased 192,247 shares at $1.55 per share. He states that the holdings are for investment purposes and that he may buy additional shares for cash or receive more equity as compensation.
The filing notes that Haas has not been involved in specified criminal or civil securities law proceedings over the past five years and that, aside from potential future equity-based compensation, he has no other contracts or arrangements concerning Bimini’s securities.
Robert E. Cauley, Chairman and CEO of Bimini Capital Management, Inc., filed Amendment No. 4 to report his beneficial ownership of the company’s Class A common stock. He beneficially owns 1,560,215 shares, representing about 15.5% of the outstanding Class A common stock. Cauley holds sole voting and dispositive power over 1,546,247 shares and shares voting and dispositive power with his adult children over 13,968 shares.
On December 19, 2025, he acquired 192,248 shares of common stock at a price of $1.55 per share. The filing states that he holds the shares for investment purposes and may buy additional shares for cash or receive them as compensation, while also potentially selling shares in the future. He reports no criminal or civil securities law judgments in the past five years and notes there are no special contracts or arrangements with others regarding these securities beyond possible future equity-based compensation.
Bimini Capital Management director Frank E. Jaumot has significantly reduced his stake in the company. On December 19, 2025, he sold 534,495 shares of Class A Common Stock at $1.55 per share. Following this sale, he beneficially owns 36,027 shares, representing about 0.3% of Bimini Capital Management’s outstanding Class A Common Stock.
Jaumot is a director of the company and a United States citizen. The filing states that he has not been involved in specified criminal or civil securities law proceedings during the last five years and that there are no applicable special contracts or arrangements relating to his holdings. He reports no other transactions in Bimini Capital’s securities in the last 60 days.
Bimini Capital Management, Inc. director and 10% owner reported buying additional shares of the company’s Class A common stock. On 12/19/2025, the reporting person purchased 100,000 shares of Class A common stock at a price of $1.55 per share. After this transaction, the reporting person beneficially owned a total of 1,476,339 Class A common shares held directly.
Bimini Capital Management, Inc. insider activity shows a senior executive increasing their stake in the company. On 12/19/2025, a reporting person who is a director, chief executive officer, and 10% owner acquired 192,248 shares of Class A common stock in an open-market purchase at a price of $1.55 per share. Following this transaction, the individual beneficially owns 1,560,215 shares of Bimini Capital Management Class A common stock, held directly.
Bimini Capital Management, Inc. insider G. Hunter Haas, IV, who serves as Chief Financial Officer, director, and a 10% owner, reported buying additional shares of the company’s Class A common stock. On 12/19/2025, he purchased 192,247 shares at a price of $1.55 per share. Following this transaction, he beneficially owned 1,491,517 shares, held directly. This filing reflects an increase in his personal investment stake and updates the public record of insider ownership.