Granite Point Mortgage Trust Inc. filings document the regulatory disclosures of a Maryland commercial mortgage REIT focused on senior floating-rate commercial mortgage loans and other commercial real estate debt investments. Its Form 8-K reports include quarterly and annual operating results, earnings supplements, investor presentations, Regulation FD disclosures and exhibits tied to portfolio performance.
The filings also cover capital structure and financing matters, including NYSE-listed common stock and 7.00% Series A Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock, repurchase facility amendments, guarantees and direct financial obligations. Proxy materials address annual meeting procedures, stockholder voting matters and governance disclosures.
Granite Point Mortgage Trust Inc. General Counsel and Secretary Michael J. Karber reported equity compensation activity in company common stock. On March 5, 2026, he acquired 3,458 shares at no cost as a grant/award tied to previously granted performance stock units.
The performance stock units were originally issued on March 15, 2023 and became earned based on company performance over the three-year period from January 1, 2023 through December 31, 2025. On the same date, 1,670 shares were disposed of at $1.75 per share to satisfy tax withholding obligations, leaving him with 113,610 shares of common stock held directly.
Granite Point Mortgage Trust Chief Investment Officer Stephen Alpart reported multiple equity award conversions and related tax withholdings. On February 27, 2026 he converted 46,303 and 23,872 restricted stock units into common stock at $0.00 per share and had 37,360 shares disposed at $1.74 per share to cover taxes.
On March 1, 2026 he converted another 41,841 restricted stock units into common stock at $0.00 per share, with 21,359 shares disposed at $1.74 per share for tax withholding. Following these transactions, he directly owned 301,453 shares of common stock.
Granite Point Mortgage Trust Inc. Chief Development Officer Peter M. Morral reported multiple insider equity transactions involving restricted stock units (RSUs) and common shares. On February 27, 2026, he acquired common stock through the conversion of RSUs and then disposed of 30,251 common shares at $1.74 per share to satisfy tax obligations. On March 1, 2026, he again converted RSUs into common stock and disposed of an additional 17,799 shares at $1.74 per share for taxes. The RSUs were originally granted in 2024 and 2025 under Granite Point’s 2022 Omnibus Incentive Plan and its amended version, with vesting tied to continued service.
Granite Point Mortgage Trust President and CEO John A. Taylor reported several equity compensation transactions. On February 27, 2026 and March 1, 2026, he exercised multiple blocks of restricted stock units into common stock, including 78,452, 86,818 and 44,760 shares at a conversion price of $0.00 per share.
To cover tax obligations from these vestings, Taylor disposed of 43,370 and 72,748 shares of common stock at $1.74 per share through tax-withholding transactions coded "F." After these moves, his directly held common stock position was 612,461.587 shares on March 1 and 577,379.587 shares on February 27.
Granite Point Mortgage Trust Inc.’s Chief Financial Officer Blake Johnson reported equity award activity involving restricted stock units (RSUs) and common stock. On February 27, 2026, RSUs were exercised on a one-for-one basis into common stock in blocks of 9,646 and 4,973 shares.
These RSUs relate to grants of 28,939 units on February 27, 2025 and 14,920 units on June 5, 2025 under the company’s omnibus incentive plan, vesting 33% on each of February 27, 2026 and 2027, and 34% on February 27, 2028, subject to continued service. A total of 7,966 common shares were disposed of at $1.74 per share to satisfy tax obligations linked to these awards.
Following these transactions, Johnson directly held 17,868 shares of Granite Point Mortgage Trust common stock.
Granite Point Mortgage Trust Inc. Chief Operating Officer Ethan Lebowitz reported multiple equity award transactions. On February 27, 2026 and March 1, 2026, restricted stock units were converted into common stock on a one-for-one basis, increasing his direct holdings. In connection with these conversions, 10,488 and 15,539 common shares were withheld at $1.74 per share to cover tax obligations. After the March 1 transactions, Lebowitz directly owned 21,862 shares of Granite Point common stock.
Granite Point Mortgage Trust Inc. General Counsel and Secretary Michael J. Karber reported multiple equity compensation transactions. On March 1, 2026, he exercised 22,489 restricted stock units into common stock and then had 12,128 common shares withheld at $1.7400 per share to cover tax obligations.
On February 27, 2026, he exercised two tranches of restricted stock units into common stock, one for 24,887 shares and another for 12,831 shares, with tax-withholding dispositions of 20,555 common shares at $1.7400 per share. Footnotes explain these restricted stock units were previously granted under Granite Point Mortgage Trust’s omnibus incentive plans and vest in stages over several future dates, subject to continued service.
Granite Point Mortgage Trust Inc. files its 2025 annual report, outlining its commercial real estate lending business and key risks. The company focuses on directly originating senior floating-rate commercial mortgage loans while maintaining REIT and Investment Company Act exclusions.
As of December 31, 2025, the loan portfolio held 43 commercial real estate loans with $1.7 billion in principal balance and $0.1 billion of future funding obligations, 97.2% of which earned floating rates. Financing includes $1.1 billion of repurchase and secured credit capacity and $0.6 billion of securitized debt. The company reports 47,563,643 common shares outstanding and 28 employees, and provides extensive risk disclosures on interest rates, office demand, credit losses, leverage and macroeconomic pressures.
Granite Point Mortgage Trust Inc. reported a GAAP net loss attributable to common stockholders of $27.4 million, or $(0.58) per share, for Q4 2025 and a full-year 2025 net loss of $55.6 million, or $(1.16) per share. Q4 Distributable Earnings (Loss) were $(2.7) million, or $(0.06) per share, and Distributable Earnings (Loss) Before Realized Gains and Losses were $(3.0) million, also $(0.06) per share. Book value per common share was $7.29, including a total CECL reserve of $148.4 million, or 8.4% of total loan portfolio commitments. The company’s commercial real estate loan portfolio totaled $1.8 billion in commitments across 43 largely senior, floating‑rate loans, with a weighted average stabilized loan‑to‑value at origination of 65.0% and a weighted average risk rating of 2.9. Credit quality remains a focus, with four risk‑rated “5” loans carrying specific CECL reserves of about 42% of their unpaid principal balance and two REO properties with an aggregate carrying value of $98.0 million, inclusive of a $(6.8) million impairment.
Granite Point ended Q4 2025 with $66.0 million in unrestricted cash and a Total Leverage Ratio of 2.0x. During the quarter it realized net loan portfolio runoff of $(30.2) million in unpaid principal balance, driven by $45.0 million of repayments and $14.7 million of fundings. For full year 2025, the company recorded $(468.7) million of loan repayments and resolutions, funded $50.7 million of prior commitments and other investments, and repurchased 2,128,784 common shares for $5.7 million at an average price of $2.63. Post quarter‑end, Granite Point received two full loan repayments totaling $174.3 million, lowered the weighted average cost of funds on its repurchase facilities from S+3.08% to approximately S+2.49%, reduced its Total Leverage Ratio to approximately 1.7x, and held about $55.1 million in unrestricted cash as of February 9, 2026.
Granite Point Mortgage Trust Inc.'s Chief Development Officer, Peter Morral, reported equity award activity in an amended insider transaction filing for 12/31/2025. Restricted stock units converted into common stock on a one-for-one basis, resulting in the acquisition of 60,060 shares of common stock.
On the same date, 30,660 shares of common stock were disposed of at $2.41 per share, leaving Morral with 101,014 shares beneficially owned directly after the transactions. The filing notes that prior to his last ownership report, he transferred 71,613 shares to his ex-spouse pursuant to a domestic relations order.