Welcome to our dedicated page for TWO HARBORS INVESTMENT SEC filings (Ticker: TWO), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on TWO HARBORS INVESTMENT's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into TWO HARBORS INVESTMENT's regulatory disclosures and financial reporting.
Glazer Capital, LLC and Paul J. Glazer report beneficial ownership of Two Harbors Investment Corp. common stock on a Schedule 13G/A. They report beneficial ownership of 7,871,945 shares of common stock, representing 7.49% of the class, held through certain funds and managed accounts for which Glazer Capital serves as investment manager.
The reporting persons have shared voting and dispositive power over all 7,871,945 shares and no sole voting or dispositive power. Glazer Capital Enhanced Master Fund, Ltd. has the right to receive or direct the receipt of proceeds from the sale of more than 5% of the outstanding shares. The amendment corrects an earlier inadvertent error in the rule designation.
Glazer Capital, LLC and Paul J. Glazer report beneficial ownership of Two Harbors Investment Corp. common stock on a Schedule 13G. They report beneficial ownership of 7,871,945 shares of common stock, representing 7.49% of the class.
The reporting parties have shared voting and dispositive power over all 7,871,945 shares and no sole voting or dispositive power. The shares are held by certain funds and managed accounts for which Glazer Capital serves as investment manager, including Glazer Capital Enhanced Master Fund, Ltd., which has the right to receive or direct the receipt of proceeds from the sale of more than 5% of the outstanding common stock. The reporting persons state that the filing does not constitute an admission of beneficial ownership under Section 13.
Two Harbors Investment Corp. reports that it has received required state regulatory and agency approvals from all but one state for its previously announced merger with CrossCountry Intermediate Holdco, LLC (the CCM Merger). After the final state approval, it plans to issue a press release and close the merger the following business day.
Two Harbors will pay a stub period dividend to common shareholders in connection with the CCM Merger. A previously announced stub dividend of $0.12196 per share was based on an anticipated August 3, 2026 closing. Because closing will occur later, the stub dividend will instead be calculated by multiplying the most recent quarterly dividend of $0.34 per share by the number of days from the end of the second quarter of 2026 through the day before closing, and dividing by 92 days, the length of the third quarter of 2026. The stub dividend will be paid to holders of record at the close of business on the last trading day immediately before the effective time of the CCM Merger, concurrently with the merger consideration, and will not reduce or otherwise affect that merger consideration.
Two Harbors Investment Corp., an internally managed mortgage REIT focused on MSR and Agency RMBS, reported much improved results for the six months ended June 30, 2026, with net income of $94,529 thousand versus a loss of $338,096 thousand a year earlier. Net income attributable to common stockholders was $68,856 thousand, or $0.65 per basic share, compared with a loss of $364,521 thousand, or $3.51 per share. At June 30, 2026, total assets were $8,831,469 thousand and stockholders’ equity was $1,744,885 thousand.
The company has agreed to an all‑cash acquisition by CrossCountry Intermediate Holdco, LLC (CCM). Under the amended merger agreement, each common share will be converted at closing into $12.00 in cash; common stockholders approved the transaction on July 2, 2026, and closing is expected on August 3, 2026, subject to remaining conditions. The board declared a $0.12196 stub‑period dividend for the third quarter, payable only if the CCM merger is consummated. The existing preferred stock series will remain outstanding at closing and are expected to be redeemed for $25.00 per share plus accumulated and unpaid dividends after the effective time.
Two Harbors Investment Corp. reported results for the quarter ended June 30, 2026 and provided an update on its pending merger with CrossCountry Mortgage, LLC (CCM). Under the definitive merger agreement, as amended, CCM will acquire all outstanding Two Harbors common shares for $12.00 per share; holders of Series A, B and C preferred stock are expected to have their shares redeemed after closing at $25.00 per share plus accumulated and unpaid dividends. Common stockholders approved the merger on July 2, 2026, and closing is expected on August 3, 2026, subject to remaining conditions; a third‑quarter 2026 “stub period” dividend of $0.12196 per common share is subject to consummation of the merger.
For the quarter, net income attributable to common stockholders was $49.4 million, or $0.47 per basic share, with comprehensive income attributable to common stockholders of $47.9 million, or $0.45 per share, representing a 17.0% annualized return on average common equity. Earnings Available for Distribution were $29.6 million, or $0.28 per basic common share, with a 10.5% annualized return on average common equity. The company declared a second‑quarter common dividend of $0.34 per share and reported quarter‑end book value of $10.68 per common share, producing a 4.3% economic return on book value. As of June 30, 2026, the investment portfolio totaled $7.5 billion plus $3.8 billion of net long TBAs, and the debt‑to‑equity ratio was 3.8:1.0 (economic debt‑to‑equity 6.0:1.0).
Two Harbors Investment Corp. stockholders approved its planned merger with CrossCountry Mortgage, under which Two Harbors will become a wholly owned subsidiary of CrossCountry Intermediate Holdco. The CCM Merger Proposal passed with 54,297,767 votes for, 23,570,833 against and 957,703 abstentions.
Each share of Two Harbors common stock will be converted into the right to receive $12.00 in cash per share, plus a pro-rated stub dividend for the partial quarter before closing. Holders of Series A, B and C preferred stock will have their shares redeemed for $25.00 per share plus accrued and unpaid dividends after closing. As of the April 15, 2026 record date, 105,046,333 common shares were outstanding, and about 75% were represented at the special meeting.
The transaction has already received early termination of the Hart-Scott-Rodino waiting period and 48 of 53 required state approvals, and is expected to close in August 2026, subject to remaining regulatory approvals and customary closing conditions.
Two Harbors Investment Corp. is moving forward with its proposed acquisition by CrossCountry Intermediate Holdco, LLC. The company adjourned its virtual special stockholder meeting to July 2, 2026 to solicit more proxies in favor of the deal.
The CCM transaction offers stockholders $12.00 per share in cash plus a pro-rated stub dividend, which the company says equals a 21% premium to its unaffected share price on December 16, 2025 and a 119% premium to fully diluted tangible book value as of March 31, 2026. The board unanimously recommends voting “FOR” the transaction.
The deal is described as fully financed with no financing contingency, with 47 of 53 required regulatory approvals already obtained and closing targeted for August 2026, subject to remaining approvals and stockholder consent.
UWM Holdings Corporation urged Two Harbors Investment Corp. stockholders to vote against the proposed CrossCountry Mortgage (CCM) merger at the June 23 special meeting and reaffirmed UWMC’s competing proposal that offers an option of $12.50 per TWO share in cash or 2.3328 UWMC shares per TWO share.
UWMC said its offer provides higher value and choice versus CCM’s $12.00 per-share agreement, criticized the TWO Board’s adjournments and process, and encouraged stockholders to submit UWMC’s blue proxy card to preserve the opportunity for engagement and a superior transaction.
UWM Holdings Corporation issued a public response on June 15, 2026 disputing Two Harbors Investment Corp.’s characterization of recent talks and urging TWO stockholders to vote AGAINST the proposed CrossCountry Mortgage (CCM) merger on UWM’s BLUE proxy card.
UWM says the TWO board imposed a five-day limit on negotiations, refused updated financials, excluded certain UWMC negotiators, and rejected any stock component — while UWM offered alternatives including optional stock consideration or cash at $12.50 per share. UWM requests stockholders vote against the CCM merger, the non-binding compensation proposal, and the adjournment proposal at the June 23 vote.