Angel Oak Mortgage, Inc. (AOMR)
Atlanta, GA, US
Angel Oak Mortgage, Inc. (AOMR) operates as a real estate finance firm, primarily acquiring and investing in first-lien non-qualified mortgage (non-QM) loans and various other mortgage-backed assets across the United States. The company holds Real Estate Investment Trust (REIT) status for federal tax purposes. This designation allows it to generally bypass federal corporate income tax, provided it distributes a minimum of 90% of its taxable earnings to its shareholders. Angel Oak Mortgage, Inc. was founded in 2018 and is headquartered in Atlanta, Georgia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.63% | -4.82% | -1.16% | -5.24% | -4.49% | -1.28% | -16.34% | +8.70% | -54.42% | -54.42% | -54.42% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
10.08
+11.8%
|
| All Time | 5 |
10.95
+21.5%
|
-
Revenue growth+158.1% Q1'26: -18.0% (vs Q1'25)
-
EPS growth+53.9% Q1'26: -134.5% (vs Q1'25)
-
FCF margin— Q1'26: +17.6% (vs Q1'25)
-
EBIT margin— Q1'26: +55.8% (vs Q1'25)
-
ROIC— Q1'26: +17.1% (vs Q1'25)
-
Share dilution-0.3% Q1'26: +4.7% (vs Q1'25)
-
Debt / EBITDA2.09× Q1'26: 3.32× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
41.76M
est: 39.53M (+5.7%)
|
-157.95M
est: 115.05M (-237.3%)
|
54.86M
est: 69.25M (-20.8%)
|
51.46M
est: 30.32M (+69.7%)
|
132.79M
est: 41.63M (+219.0%)
|
48.78M
48.70M – 48.85M
+17.2% YoY
|
47.44M
47.32M – 47.57M
-2.7% YoY
|
31.07M
30.99M – 31.15M
-34.5% YoY
|
| EBITDA |
—
|
—
|
—
est: 13.85M (-100.0%)
|
—
est: 6.06M (-100.0%)
|
147.11M
est: 8.33M (+1,667.0%)
|
9.76M
9.74M – 9.77M
+17.2% YoY
|
9.49M
9.46M – 9.51M
-2.7% YoY
|
6.21M
6.20M – 6.23M
-34.5% YoY
|
| EBIT |
—
|
—
|
—
est: 13.85M (-100.0%)
|
—
est: 6.06M (-100.0%)
|
147.11M
est: 8.33M (+1,667.0%)
|
9.76M
9.74M – 9.77M
+17.2% YoY
|
9.49M
9.46M – 9.51M
-2.7% YoY
|
6.21M
6.20M – 6.23M
-34.5% YoY
|
| Net Income |
21.11M
est: 23.74M (-11.1%)
|
-187.83M
est: 87.34M (-315.1%)
|
33.71M
est: 48.48M (-30.5%)
|
28.75M
est: 3.24M (+787.6%)
|
44.02M
est: 17.48M (+151.8%)
|
29.60M
28.95M – 30.33M
+69.3% YoY
|
33.73M
33.61M – 33.84M
+13.9% YoY
|
34.87M
34.75M – 34.99M
+3.4% YoY
|
| SGA |
1.72M
est: 3.14M (-45.4%)
|
5.75M
est: 9.14M (-37.0%)
|
1.69M
est: 1.18M (+43.0%)
|
2.04M
est: 517.2K (+294.6%)
|
1.35M
est: 710.1K (+90.7%)
|
832.0K
830.8K – 833.2K
+17.2% YoY
|
809.3K
807.2K – 811.4K
-2.7% YoY
|
530.0K
528.6K – 531.3K
-34.5% YoY
|
| EPS |
0.84
est: 0.97 (-13.7%)
|
-7.65
est: 3.58 (-313.7%)
|
1.36
est: 1.99 (-31.8%)
|
1.18
est: 0.14 (+753.2%)
|
1.86
est: 0.72 (+158.7%)
|
1.22
1.19 – 1.25
+69.5% YoY
|
1.39
1.38 – 1.39
+13.8% YoY
|
1.43
1.43 – 1.44
+3.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 1/5 | 5/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Anthony A. Yoseloff | 5.18M | 22.22% | — | 5.18M | — | 10.00 | IN | United States | 2024-09-19 | ↗ |
| 2 | Davidson Kempner Capital Management LP | 5.18M | 22.22% | — | 5.18M | — | 10.00 | PN | Delaware | 2024-09-19 | ↗ |
| 3 | Xylem Finance LLC | 5.18M | 22.22% | — | 5.18M | — | 10.00 | OO | Delaware | 2024-09-19 | ↗ |
| 4 | MS Tactical Value Fund GP Inc. | 5.17M | 20.40% | — | 5.17M | — | 5.17M | CO | Delaware | 2022-08-31 | ↗ |
| 5 | MS Tactical Value Fund GP LP | 5.17M | 20.40% | — | 5.17M | — | 5.17M | PN | Delaware | 2022-08-31 | ↗ |
| 6 | Morgan Stanley | 5.17M | 20.40% | — | 5.17M | — | 5.17M | HC, CO | Delaware | 2022-08-31 | ↗ |
| 7 | NHTV Atlanta Holdings LP | 5.17M | 20.40% | — | 5.17M | — | 5.17M | PN | Delaware | 2022-08-31 | ↗ |
| 8 | North Haven Tactical Value Fund LP | 5.17M | 20.40% | — | 5.17M | — | 5.17M | PN | Delaware | 2022-08-31 | ↗ |
| 9 | Project Atlanta GP LLC | 5.17M | 20.40% | — | 5.17M | — | 5.17M | OO | Delaware | 2022-08-31 | ↗ |
| 10 | RE002 | 3.11M | 12.20% | — | 3.11M | — | 10.00 | OO | Delaware | 2021-06-24 | ↗ |
| 11 | VPIP AO MF LLC | 3.11M | 12.20% | — | 3.11M | — | 10.00 | OO | Delaware | 2021-06-24 | ↗ |
| 12 | Vivaldi Capital Management, LLC | 3.11M | 12.20% | — | 3.11M | — | 10.00 | IA | Illinois | 2021-06-24 | ↗ |
| 13 | Vivaldi Holdings, LLC | 3.11M | 12.20% | — | 3.11M | — | 10.00 | OO | Delaware | 2021-06-24 | ↗ |
| 14 | Canada Pension Plan Investment Board | 2.11M | 8.30% | 2.11M | — | — | — | FI | Canada | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EP WEALTH ADVISORS, LLC | 17.9K +17.9K (+100.0%) | 154.30M +154.3M (+100.0%) | 0.08% +0.078 pp | 0.00% +0.001 pp | USD8.61 +0.0% | 1 qtrs NEW |
| 2 | MORGAN STANLEY | 5.17M -55.0 (0.0%) | 44.53M -3.9M (-8.1%) | 22.44% +0.399 pp | 0.00% 0.000 pp | USD17.87 -51.8% | 19 qtrs — |
| 3 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4.13M +— (+0.0%) | 35.60M -3.1M (-8.1%) | 17.94% +0.319 pp | 0.57% -0.011 pp | USD17.81 -51.7% | 19 qtrs — |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 2.22M +710.5K (+47.1%) | 19.11M +5.0M (+35.2%) | 9.63% +3.200 pp | 0.01% +0.003 pp | USD9.14 -5.8% | 3 qtrs — |
| 5 | MASTERS CAPITAL MANAGEMENT LLC | 1.00M +— (+0.0%) | 8.61M -760.0K (-8.1%) | 4.34% +0.077 pp | 0.35% +0.012 pp | USD12.26 -29.8% | 19 qtrs — |
| 6 | VANGUARD GROUP INC | 948.6K +74.6K (+8.5%) | 8.17M -22.2K (-0.3%) | 4.12% +0.391 pp | 0.00% +0.000 pp | USD12.42 -30.7% | 19 qtrs — |
| 7 | BLACKROCK, INC. | 923.7K +38.0K (+4.3%) | 7.95M -345.7K (-4.2%) | 4.01% +0.233 pp | 0.00% +0.000 pp | USD10.36 -16.9% | 6 qtrs — |
| 8 | STATE STREET CORP | 419.4K +1.7K (+0.4%) | 3.61M -302.7K (-7.7%) | 1.82% +0.040 pp | 0.00% +0.000 pp | USD10.90 -21.0% | 18 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 326.0K +12.2K (+3.9%) | 2.81M -133.5K (-4.5%) | 1.41% +0.077 pp | 0.00% +0.000 pp | USD12.88 -33.2% | 18 qtrs — |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 289.1K +83.4K (+40.5%) | 2.49M +561.6K (+29.1%) | 1.25% +0.378 pp | 0.02% +0.005 pp | USD9.38 -8.2% | 6 qtrs — |
| 11 | JACOBS ASSET MANAGEMENT, LLC | 287.5K +87.5K (+43.8%) | 2.48M +601.4K (+32.1%) | 1.25% +0.395 pp | 1.38% +0.353 pp | USD9.29 -7.3% | 6 qtrs — |
| 12 | NORTH GROUND CAPITAL | 249.6K -139.2K (-35.8%) | 2.15M -1.5M (-41.0%) | 1.08% -0.574 pp | 1.07% -1.168 pp | USD9.37 -8.1% | 5 qtrs — |
| 13 | WELLS FARGO & COMPANY/MN | 213.2K -22.6K (-9.6%) | 1.84M -374.0K (-16.9%) | 0.93% -0.080 pp | 0.00% 0.000 pp | USD11.94 -27.9% | 19 qtrs — |
| 14 | JPMORGAN CHASE & CO | 196.2K +50.7K (+34.8%) | 1.69M +325.6K (+23.9%) | 0.85% +0.231 pp | 0.00% +0.000 pp | USD9.24 -6.8% | 18 qtrs — |
| 15 | RIVERBRIDGE PARTNERS LLC | 182.8K +99.8K (+120.3%) | 1.57M +796.3K (+102.4%) | 0.79% +0.440 pp | 0.03% +0.016 pp | USD8.98 -4.1% | 3 qtrs — |
| 16 | TWO SIGMA INVESTMENTS, LP | 156.0K +15.3K (+10.9%) | 1.34M +24.5K (+1.9%) | 0.68% +0.077 pp | 0.00% 0.000 pp | USD9.86 -12.7% | 11 qtrs — |
| 17 | PENSERRA CAPITAL MANAGEMENT LLC | 137.4K +22.3K (+19.3%) | 1.18M +105.0K (+9.7%) | 0.60% +0.106 pp | 0.01% +0.001 pp | USD9.21 -6.5% | 5 qtrs — |
| 18 | UBS GROUP AG | 128.5K +73.1K (+131.9%) | 1.11M +587.2K (+113.1%) | 0.56% +0.321 pp | 0.00% +0.000 pp | USD9.36 -8.0% | 19 qtrs — |
| 19 | ALPINE GLOBAL MANAGEMENT, LLC | 125.6K -81.4K (-39.3%) | 1.08M -858.6K (-44.3%) | 0.55% -0.337 pp | 0.20% -0.152 pp | USD9.37 -8.1% | 2 qtrs — |
| 20 | VIVALDI CAPITAL MANAGEMENT LP | 118.8K +— (+0.0%) | 1.02M -90.3K (-8.1%) | 0.52% +0.009 pp | 0.14% -0.018 pp | USD15.78 -45.4% | 16 qtrs — |
| 21 | NORTHERN TRUST CORP | 113.9K -11.9K (-9.5%) | 980.9K -198.2K (-16.8%) | 0.49% -0.042 pp | 0.00% +0.000 pp | USD13.11 -34.3% | 18 qtrs — |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 101.0K -2.8K (-2.7%) | 869.3K -102.9K (-10.6%) | 0.44% -0.004 pp | 0.00% -0.001 pp | USD9.50 -9.4% | 6 qtrs — |
| 23 | AMERIPRISE FINANCIAL INC | 91.1K -619.0 (-0.7%) | 784.8K -75.1K (-8.7%) | 0.40% +0.004 pp | 0.00% +0.000 pp | USD10.11 -14.8% | 17 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 88.6K +21.9K (+32.7%) | 763.0K +137.4K (+22.0%) | 0.38% +0.100 pp | 0.00% +0.000 pp | USD9.62 -10.5% | 19 qtrs — |
| 25 | STATE OF WISCONSIN INVESTMENT BOARD | 87.9K +16.0K (+22.3%) | 756.7K +83.1K (+12.3%) | 0.38% +0.075 pp | 0.00% +0.000 pp | USD9.00 -4.3% | 13 qtrs — |
| 26 | BANK OF NEW YORK MELLON CORP | 55.6K -175.7K (-76.0%) | 478.7K -1.7M (-77.9%) | 0.24% -0.745 pp | 0.00% 0.000 pp | USD9.80 -12.1% | 18 qtrs — |
| 27 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 54.8K -24.8K (-31.2%) | 471.4K -274.4K (-36.8%) | 0.24% -0.102 pp | 0.00% -0.002 pp | USD10.25 -16.0% | 9 qtrs — |
| 28 | JANE STREET GROUP, LLC | 52.5K +52.5K (+100.0%) | 452.3K +452.3K (+100.0%) | 0.23% +0.228 pp | 0.00% +0.000 pp | USD8.61 +0.0% | 7 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44.5K +4.1K (+10.1%) | 383.1K +4.5K (+1.2%) | 0.19% +0.021 pp | 0.00% +0.000 pp | USD13.98 -38.4% | 18 qtrs — |
| 30 | INVESCO LTD. | 35.8K +6.0K (+20.1%) | 308.4K +28.9K (+10.4%) | 0.16% +0.028 pp | 0.00% +0.000 pp | USD9.33 -7.7% | 4 qtrs — |
| 31 | RHUMBLINE ADVISERS | 29.4K -724.0 (-2.4%) | 253.3K -29.1K (-10.3%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD11.04 -22.0% | 15 qtrs — |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 29.3K -23.6K (-44.6%) | 252.3K -243.2K (-49.1%) | 0.13% -0.098 pp | 0.00% 0.000 pp | USD9.96 -13.6% | 9 qtrs — |
| 33 | VOYA INVESTMENT MANAGEMENT LLC | 27.1K +541.0 (+2.0%) | 233.5K -15.5K (-6.2%) | 0.12% +0.004 pp | 0.00% +0.000 pp | USD9.38 -8.2% | 5 qtrs — |
| 34 | BARCLAYS PLC | 21.2K +5.4K (+34.3%) | 182.9K +17.9K (+10.9%) | 0.09% +0.025 pp | 0.00% +0.000 pp | USD9.55 -9.8% | 16 qtrs — |
| 35 | RITHOLTZ WEALTH MANAGEMENT | 20.6K -11.9K (-36.6%) | 177.7K -127.3K (-41.7%) | 0.09% -0.049 pp | 0.00% -0.003 pp | USD10.13 -15.0% | 8 qtrs — |
| 36 | ALLIANCEBERNSTEIN L.P. | 20.4K +— (+0.0%) | 175.5K -15.5K (-8.1%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD11.47 -24.9% | 7 qtrs — |
| 37 | FMR LLC | 16.3K +1.5K (+10.4%) | 140.6K +2.0K (+1.4%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD7.91 +8.8% | 14 qtrs — |
| 38 | NUVEEN, LLC | 16.1K +— (+0.0%) | 138.3K -12.2K (-8.1%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD9.53 -9.7% | 4 qtrs — |
| 39 | TWO SIGMA ADVISERS, LP | 15.7K -27.8K (-63.9%) | 135.2K -272.4K (-66.8%) | 0.07% -0.117 pp | 0.00% -0.001 pp | USD9.84 -12.5% | 6 qtrs — |
| 40 | DEUTSCHE BANK AG\ | 15.0K +— (+0.0%) | 128.8K -11.4K (-8.1%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD12.51 -31.2% | 18 qtrs — |
| 41 | QUBE RESEARCH & TECHNOLOGIES LTD | 13.0K +13.0K (+100.0%) | 111.5K +111.5K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.000 pp | USD8.61 +0.0% | 4 qtrs — |
| 42 | AQR CAPITAL MANAGEMENT LLC | 12.8K -15.0K (-53.9%) | 110.4K -150.4K (-57.7%) | 0.06% -0.063 pp | 0.00% 0.000 pp | USD9.40 -8.4% | 3 qtrs — |
| 43 | D. E. SHAW & CO., INC. | 12.7K -32.6K (-71.9%) | 109.7K -314.8K (-74.2%) | 0.06% -0.138 pp | 0.00% 0.000 pp | USD9.41 -8.5% | 11 qtrs — |
| 44 | PRUDENTIAL FINANCIAL INC | 10.2K +10.2K (+100.0%) | 88.2K +88.2K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD8.61 +0.0% | 1 qtrs NEW |
| 45 | MARSHALL WACE, LLP | 10.1K +10.1K (+100.0%) | 87.0K +87.0K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD8.61 +0.0% | 6 qtrs — |
| 46 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9.4K +— (+0.0%) | 80.9K -7.1K (-8.1%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD9.37 -8.1% | 6 qtrs — |
| 47 | BANK OF AMERICA CORP /DE/ | 9.3K -8.6K (-47.8%) | 80.4K -87.3K (-52.1%) | 0.04% -0.036 pp | 0.00% +0.000 pp | USD9.71 -11.3% | 19 qtrs — |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND | 7.0K +— (+0.0%) | 60.0K -5.3K (-8.1%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD16.49 -47.8% | 18 qtrs — |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.3K +465.0 (+8.0%) | 54.0K -407.0 (-0.7%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD12.40 -30.6% | 7 qtrs — |
| 50 | ADVISOR GROUP HOLDINGS, INC. | 5.5K +760.0 (+16.1%) | 47.1K +1.5K (+3.3%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD9.52 -9.6% | 12 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 5.2K -18.7K (-78.1%) | 45.1K -179.0K (-79.9%) | 0.02% -0.079 pp | 0.00% 0.000 pp | USD9.26 -7.0% | 12 qtrs — |
| 52 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.1K +— (+0.0%) | 26.7K -2.4K (-8.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD9.53 -9.7% | 4 qtrs — |
| 53 | KEMNAY ADVISORY SERVICES INC. | 3.0K +3.0K (+100.0%) | 25.9K +25.9K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.004 pp | USD8.61 +0.0% | 1 qtrs NEW |
| 54 | BNP PARIBAS ARBITRAGE, SNC | 3.0K -983.0 (-24.9%) | 25.5K -11.5K (-31.0%) | 0.01% -0.004 pp | 0.00% +0.000 pp | USD9.39 -8.3% | 5 qtrs — |
| 55 | KESTRA ADVISORY SERVICES, LLC | 2.8K +2.8K (+100.0%) | 24.2K +24.2K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD8.61 +0.0% | 1 qtrs NEW |
| 56 | STRS OHIO | 2.6K +— (+0.0%) | 22.4K -2.0K (-8.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.37 -44.0% | 18 qtrs — |
| 57 | ISLAY CAPITAL MANAGEMENT, LLC | 2.5K +— (+0.0%) | 21.5K -1.9K (-8.1%) | 0.01% +0.000 pp | 0.01% -0.001 pp | USD9.42 -8.6% | 3 qtrs — |
| 58 | NISA INVESTMENT ADVISORS, LLC | 2.1K -1.6K (-43.1%) | 18.3K -16.7K (-47.7%) | 0.01% -0.007 pp | 0.00% 0.000 pp | USD13.18 -34.7% | 17 qtrs — |
| 59 | ROYAL BANK OF CANADA | 2.1K +2.0K (+1,535.9%) | 18.0K +17.0K (+1,700.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD8.71 -1.1% | 19 qtrs — |
| 60 | LEGAL & GENERAL GROUP PLC | 1.1K +— (+0.0%) | 9.8K -867.0 (-8.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD16.26 -47.0% | 19 qtrs — |
| 61 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.0K -295.0 (-22.7%) | 8.7K -3.5K (-28.9%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD9.14 -5.8% | 19 qtrs — |
| 62 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 831.00 -31.0 (-3.6%) | 7.2K -922.0 (-11.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD16.00 -46.2% | 18 qtrs — |
| 63 | AMERITAS INVESTMENT PARTNERS, INC. | 557.00 +— (+0.0%) | 4.8K -423.0 (-8.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.93 -49.1% | 18 qtrs — |
| 64 | STERLING CAPITAL MANAGEMENT LLC | 525.00 +21.0 (+4.2%) | 4.5K -202.0 (-4.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.35 -7.9% | 6 qtrs — |
| 65 | AMALGAMATED BANK | 427.00 +9.0 (+2.2%) | 4.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.81 -41.9% | 16 qtrs — |
| 66 | CWM, LLC | 379.00 -1.1K (-73.9%) | 3.0K -11.0K (-78.6%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD9.40 -8.4% | 4 qtrs — |
| 67 | CITIGROUP INC | 346.00 -1.6K (-82.4%) | 3.0K -15.5K (-83.8%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD10.56 -18.5% | 18 qtrs — |
| 68 | COVESTOR LTD | 225.00 -80.0 (-26.2%) | 2.0K -1.0K (-33.3%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD9.27 -7.1% | 5 qtrs — |
| 69 | OPTIVER HOLDING B.V. | 216.00 +— (+0.0%) | 1.9K -164.0 (-8.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.37 -8.1% | 2 qtrs — |
| 70 | — | 66.00 +66.0 (+100.0%) | 568.00 +568.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD8.61 +0.0% | 1 qtrs NEW |
| 71 | ROTHSCHILD INVESTMENT LLC | 65.00 -10.0 (-13.3%) | 560.00 -143.0 (-20.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.32 -7.6% | 5 qtrs — |
| 72 | UBS ASSET MANAGEMENT AMERICAS INC | 48.00 +48.0 (+100.0%) | 413.00 +413.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.60 +0.1% | 1 qtrs NEW |
| 73 | GAMMA INVESTING LLC | 34.00 +— (+0.0%) | 293.00 -26.0 (-8.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.41 -8.5% | 3 qtrs — |
| 74 | EVERSOURCE WEALTH ADVISORS, LLC | 12.00 -36.0 (-75.0%) | 103.00 -347.0 (-77.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.33 -7.7% | 4 qtrs — |
| 75 | TRUE WEALTH DESIGN, LLC | 10.00 -3.0 (-23.1%) | 87.00 -35.0 (-28.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.30 -7.4% | 4 qtrs — |
| 76 | IFP ADVISORS, INC | 10.00 -3.0 (-23.1%) | 86.00 -36.0 (-29.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.30 -7.4% | 3 qtrs — |
| 77 | SRS CAPITAL ADVISORS, INC. | 4.00 -196.0 (-98.0%) | 34.00 -1.8K (-98.2%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD9.25 -6.9% | 2 qtrs — |
| 78 | FARTHER FINANCE ADVISORS, LLC | 3.00 +— (+0.0%) | 26.00 -2.0 (-7.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.33 -16.7% | 9 qtrs — |
| 79 | ALLWORTH FINANCIAL LP | 1.00 +1.0 (+100.0%) | 9.00 +9.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.00 +7.6% | 3 qtrs — |
| 80 | ADVISORY SERVICES NETWORK, LLC | — -7.0 (-100.0%) | — -66.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 81 | LAZARD ASSET MANAGEMENT LLC | — -19.5K (-100.0%) | — -182.7K (-100.0%) | 0.00% -0.083 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 82 | ROBLE, BELKO & COMPANY, INC | — -67.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
| 83 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | — -22.0 (-100.0%) | — -206.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 84 | 1832 ASSET MANAGEMENT L.P. | — -300.0K (-100.0%) | — -2.8M (-100.0%) | 0.00% -1.279 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 85 | SANDERS MORRIS HARRIS LLC | — -16.0K (-100.0%) | — -149.9K (-100.0%) | 0.00% -0.068 pp | 0.00% -0.020 pp | USD— | 4 qtrs SOLD |
| 86 | CAMPBELL & CO INVESTMENT ADVISER LLC | — -14.4K (-100.0%) | — -135.4K (-100.0%) | 0.00% -0.062 pp | 0.00% -0.010 pp | USD— | 3 qtrs SOLD |
| 87 | VIRTU FINANCIAL LLC | — -16.1K (-100.0%) | — -151.0K (-100.0%) | 0.00% -0.069 pp | 0.00% -0.008 pp | USD— | 2 qtrs SOLD |
| 88 | BESSEMER GROUP INC | — -130.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 89 | ALGERT GLOBAL LLC | — -14.7K (-100.0%) | — -138.0K (-100.0%) | 0.00% -0.063 pp | 0.00% -0.002 pp | USD— | 6 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Hoya Capital High Dividend Yield ETF RIET | 1.30% | 1.40M | 0.50% |
| 2 | iShares Mortgage Real Estate ETF REM | 0.31% | 1.76M | 0.48% |
| 3 | iShares Micro-Cap ETF IWC | 0.03% | 509.1K | 0.60% |
| 4 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 24.9K | 0.39% |
| 5 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.15M | 0.24% |
| 6 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 370.3K | 0.30% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 3.1K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.01% | 4.47M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 29.2K | 0.36% |
| 10 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 15.4K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 481,537 | 7.87 | 3.79M | 3,652,673 | I | ↗ |
| 2025-11-18 | MINAMI W D | Director | P-Purchase | A | Common Stock | 3,441 | 8.32 | 28.6K | 58,581 | D | ↗ |
| 2025-09-17 | Filson Brandon | Officer | S-Sale | D | Common Stock | 50,000 | 9.78 | 489.1K | 70,488 | D | ↗ |
| 2025-08-21 | Filson Brandon | Officer | A-Award | A | Common Stock | 25,290 | 0.00 | — | 120,488 | D | ↗ |
| 2025-08-21 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 595,000 | 9.75 | 5.80M | 4,134,210 | I | ↗ |
| 2025-08-07 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 5,000 | 9.03 | 45.2K | 52,940 | D | ↗ |
| 2025-07-01 | Filson Brandon | Officer | A-Award | A | Common Stock | 19,380 | 0.00 | — | 95,198 | D | ↗ |
| 2025-06-17 | Zhong Tian ce (David) | Director / 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 5,172,061 | I | ↗ |
| 2025-05-15 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 452,659 | 9.75 | 4.41M | 4,729,210 | I | ↗ |
| 2025-05-14 | Savarese Noelle | Director | A-Award | A | Common Stock | 9,881 | 0.00 | — | 26,244 | D | ↗ |
| 2025-05-14 | Parsons Landon | Director | A-Award | A | Common Stock | 9,881 | 0.00 | — | 38,095 | D | ↗ |
| 2025-05-14 | Morgan Jonathan | Director | A-Award | A | Common Stock | 9,881 | 0.00 | — | 47,940 | D | ↗ |
| 2025-05-14 | MINAMI W D | Director | A-Award | A | Common Stock | 9,881 | 0.00 | — | 55,140 | D | ↗ |
| 2025-05-14 | JONES CRAIG B | Director | A-Award | A | Common Stock | 9,881 | 0.00 | — | 39,571 | D | ↗ |
| 2024-12-18 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 5,000 | 9.10 | 45.5K | 38,059 | D | ↗ |
| 2024-11-08 | MINAMI W D | Director | P-Purchase | A | Common Stock | 5,000 | 9.73 | 48.7K | 45,259 | D | ↗ |
| 2024-09-17 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 500,000 | 10.00 | 5.00M | 5,181,869 | — | ↗ |
| 2024-09-05 | Filson Brandon | Officer | S-Sale | D | Common Stock | 22,894 | 11.02 | 252.3K | 75,818 | — | ↗ |
| 2024-09-04 | Filson Brandon | Officer | S-Sale | D | Common Stock | 3,084 | 11.17 | 34.4K | 98,712 | — | ↗ |
| 2024-09-03 | Filson Brandon | Officer | S-Sale | D | Common Stock | 677 | 11.23 | 7.6K | 101,796 | — | ↗ |
| 2024-08-30 | Filson Brandon | Officer | S-Sale | D | Common Stock | 1,345 | 11.30 | 15.2K | 102,473 | — | ↗ |
| 2024-08-29 | Filson Brandon | Officer | S-Sale | D | Common Stock | 2,000 | 11.46 | 22.9K | 103,818 | — | ↗ |
| 2024-08-23 | MINAMI W D | Director | P-Purchase | A | Common Stock | 5,000 | 11.10 | 55.5K | 40,259 | — | ↗ |
| 2024-08-20 | Morgan Jonathan | Director | S-Sale | D | Common Stock | 4,377 | 12.17 | 53.3K | 33,059 | — | ↗ |
| 2024-08-15 | Morgan Jonathan | Director | S-Sale | D | Common Stock | 5,623 | 11.99 | 67.4K | 37,436 | — | ↗ |
| 2024-07-25 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | D-Return | D | Common Stock, par value $0.01 per share | 1,707,922 | 11.71 | 20.00M | 5,681,869 | — | ↗ |
| 2024-07-01 | Filson Brandon | Officer | A-Award | A | Common Stock | 12,160 | 0.00 | — | 105,818 | — | ↗ |
| 2024-05-15 | Savarese Noelle | Director | A-Award | A | Common Stock | 6,655 | 0.00 | — | 16,363 | — | ↗ |
| 2024-05-15 | Parsons Landon | Director | A-Award | A | Common Stock | 6,655 | 0.00 | — | 28,214 | — | ↗ |
| 2024-05-15 | Morgan Jonathan | Director | A-Award | A | Common Stock | 6,655 | 0.00 | — | 43,059 | — | ↗ |
| 2024-05-15 | MINAMI W D | Director | A-Award | A | Common Stock | 6,655 | 0.00 | — | 35,259 | — | ↗ |
| 2024-05-15 | JONES CRAIG B | Director | A-Award | A | Common Stock | 6,655 | 0.00 | — | 29,690 | — | ↗ |
| 2023-11-21 | Filson Brandon | Officer | S-Sale | D | Common Stock | 24,371 | 9.85 | 240.2K | 93,658 | — | ↗ |
| 2023-10-18 | Savarese Noelle | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-18 | Jurinich Christine | Director | D-Return | D | Common Stock | 10,178 | 0.00 | — | 14,777 | — | ↗ |
| 2023-07-01 | Filson Brandon | Officer | A-Award | A | Common Stock | 19,215 | 0.00 | — | 118,029 | — | ↗ |
| 2023-05-17 | Parsons Landon | Director | A-Award | A | Common Stock | 10,178 | 0.00 | — | 21,559 | — | ↗ |
| 2023-05-17 | Morgan Jonathan | Director | A-Award | A | Common Stock | 10,178 | 0.00 | — | 36,404 | — | ↗ |
| 2023-05-17 | MINAMI W D | Director | A-Award | A | Common Stock | 10,178 | 0.00 | — | 28,604 | — | ↗ |
| 2023-05-17 | Jurinich Christine | Director | A-Award | A | Common Stock | 10,178 | 0.00 | — | 24,955 | — | ↗ |
| 2023-05-17 | JONES CRAIG B | Director | A-Award | A | Common Stock | 10,178 | 0.00 | — | 23,035 | — | ↗ |
| 2022-12-05 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 4,000 | 6.22 | 24.9K | 26,226 | — | ↗ |
| 2022-11-30 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 4,000 | 7.34 | 29.4K | 22,226 | — | ↗ |
| 2022-11-30 | Filson Brandon | Officer | S-Sale | D | Common Stock | 20,000 | 6.90 | 138.0K | 98,814 | — | ↗ |
| 2022-09-28 | Prabhu Sreeniwas | Officer | — | D | Common Stock | 0 | 0.00 | — | 41,521 | — | ↗ |
| 2022-07-01 | Williams Robert Joab | Officer | A-Award | A | Common Stock | 24,359 | 0.00 | — | 221,726 | — | ↗ |
| 2022-07-01 | Filson Brandon | Officer | A-Award | A | Common Stock | 10,937 | 0.00 | — | 118,814 | — | ↗ |
| 2022-07-01 | Black Dory | Officer | A-Award | A | Common Stock | 7,457 | 0.00 | — | 67,152 | — | ↗ |
| 2022-05-20 | YOSELOFF ANTHONY ALEXANDER | Director | P-Purchase | A | Common Stock, par value $0.01 per share ("Common Stock") | 30,410 | 12.99 | 395.0K | 7,344,770 | — | ↗ |
| 2022-05-18 | Parsons Landon | Director | A-Award | A | Common Stock | 6,015 | 0.00 | — | 11,381 | — | ↗ |
| 2022-05-18 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 4,000 | 13.30 | 53.2K | 18,226 | — | ↗ |
| 2022-05-18 | MINAMI W D | Director | A-Award | A | Common Stock | 6,015 | 0.00 | — | 18,426 | — | ↗ |
| 2022-05-18 | Jurinich Christine | Director | A-Award | A | Common Stock | 6,015 | 0.00 | — | 14,777 | — | ↗ |
| 2022-05-18 | JONES CRAIG B | Director | A-Award | A | Common Stock | 6,015 | 0.00 | — | 12,857 | — | ↗ |
| 2022-05-18 | Filson Brandon | Officer | P-Purchase | A | Common Stock | 1,900 | 13.37 | 25.4K | 107,877 | — | ↗ |
| 2022-04-01 | Morgan Jonathan | Director | P-Purchase | A | Common Stock | 4,000 | 16.40 | 65.6K | 8,211 | — | ↗ |
| 2022-03-30 | MINAMI W D | Director | P-Purchase | A | Common Stock | 100 | 16.27 | 1.6K | 9,611 | — | ↗ |
| 2022-03-11 | Filson Brandon | Officer | A-Award | A | Common Stock | 6,693 | 0.00 | — | 105,977 | — | ↗ |
| 2022-03-10 | Morgan Jonathan | Director | A-Award | A | Common Stock | 4,211 | 0.00 | — | 4,211 | — | ↗ |
| 2022-02-07 | VPIP AO MF LLC | 10% Owner | J-Other | D | COMMON STOCK | 3,107,560 | 0.00 | — | 0 | — | ↗ |
| 2022-01-24 | Morgan Jonathan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-29 | Filson Brandon | Officer | P-Purchase | A | Common Stock | 25 | 16.36 | 409.00 | 99,234 | — | ↗ |
| 2021-11-12 | Davis Nancy R | Director | D-Return | D | Common Stock | 4,211 | 0.00 | — | 0 | — | ↗ |
| 2021-09-30 | Parsons Landon | Director | A-Award | A | Common Stock | 1,155 | 16.93 | 19.6K | 5,366 | — | ↗ |
| 2021-09-20 | Jurinich Christine | Director | P-Purchase | A | Common Stock | 1,000 | 16.55 | 16.6K | 8,762 | — | ↗ |
| 2021-09-01 | MINAMI W D | Director | P-Purchase | A | Common Stock | 4,500 | 17.75 | 79.9K | 8,711 | — | ↗ |
| 2021-06-23 | Jurinich Christine | Director | P-Purchase | A | Common Stock | 350 | 17.95 | 6.3K | 7,762 | — | ↗ |
| 2021-06-21 | Williams Robert Joab | Officer | A-Award | A | Common Stock | 197,367 | 0.00 | — | 197,367 | — | ↗ |
| 2021-06-21 | VPIP AO MF LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 3,107,560 | — | ↗ |
| 2021-06-21 | Project Atlanta GP LLC | Director | J-Other | A | Common Stock | 5,172,061 | 0.00 | — | 5,172,061 | — | ↗ |
| 2021-06-21 | Parsons Landon | Director | A-Award | A | Common Stock | 4,211 | 0.00 | — | 4,211 | — | ↗ |
| 2021-06-21 | NHTV Atlanta Holdings LP | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-21 | MINAMI W D | Director | A-Award | A | Common Stock | 4,211 | 0.00 | — | 4,211 | — | ↗ |
| 2021-06-21 | Jurinich Christine | Director | P-Purchase | A | Common Stock | 570 | 18.08 | 10.3K | 7,412 | — | ↗ |
| 2021-06-21 | JONES CRAIG B | Director | A-Award | A | Common Stock | 6,842 | 0.00 | — | 6,842 | — | ↗ |
| 2021-06-21 | Filson Brandon | Officer | A-Award | A | Common Stock | 98,684 | 0.00 | — | 98,684 | — | ↗ |
| 2021-06-21 | Fierman Michael | Director / 10% Owner | P-Purchase | A | Common Stock | 25,000 | 19.00 | 475.0K | 66,521 | — | ↗ |
| 2021-06-21 | Davis Nancy R | Director | A-Award | A | Common Stock | 4,211 | 0.00 | — | 4,211 | — | ↗ |
| 2021-06-21 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% Owner | — | I | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 7,304,360 | — | ↗ |
| 2021-06-21 | Black Dory | Officer | A-Award | A | Common Stock | 57,895 | 0.00 | — | 57,895 | — | ↗ |
| 2021-06-21 | Angel Oak Mortgage Fund, LP | 10% Owner | J-Other | D | Common Stock | 15,724,050 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Williams Robert Joab | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Shankar Vikram | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | PECK MICHAEL D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | MINAMI W D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Jurinich Christine | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | JONES CRAIG B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Filson Brandon | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Fierman Michael | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2021-06-16 | Cummings Edward McLean | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Black Dory | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Angel Oak Mortgage Fund, LP | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brandon Filson Chief Financial Officer and Treasurer | 425.0K | 143.8K | 546.1K | — | 306.2K | 65.2K | 1.49M | 36.74% | ↗ |
| 2 | 2025 | Sreeniwas Prabhu Chief Executive Officer and President | — | — | 742.1K | — | — | — | 742.1K | 100.00% | ↗ |
| 3 | 2024 | Brandon Filson Chief Financial Officer and Treasurer | 425.0K | 116.9K | 475.0K | — | 290.6K | 70.5K | 1.38M | 34.47% | ↗ |
| 4 | 2024 | Brandon Filson Chief Financial and Treasurer | 425.0K | 116.9K | 475.0K | — | 290.6K | 70.5K | 1.38M | 34.47% | ↗ |
| 5 | 2024 | Sreeniwas Prabhu Chief Executive Officer and President | — | — | — | — | — | 3.4K | 3.4K | 0.00% | ↗ |
| 6 | 2023 | Brandon Filson Chief Financial and Treasurer | 425.0K | 132.9K | 158.3K | — | 228.1K | 101.9K | 1.05M | 15.13% | ↗ |
| 7 | 2023 | Dory Black General Counsel | 30.6K | — | — | — | — | 14.7K | 45.4K | 0.00% | ↗ |
| 8 | 2023 | Sreeniwas Prabhu Chief Executive Officer and President | — | — | — | — | — | 10.1K | 10.1K | 0.00% | ↗ |
| 9 | 2022 | Brandon Filson Chief Financial and Treasurer | 375.0K | 265.0K | 246.7K | — | — | 169.0K | 1.06M | 23.37% | ↗ |
| 10 | 2022 | Robert Williams Former Chief Executive Officer and President | 700.0K | — | 326.7K | — | — | — | 1.03M | 31.82% | ↗ |
| 11 | 2022 | Dory Black General Counsel | 100.0K | 110.0K | 100.0K | — | — | 87.6K | 397.6K | 25.15% | ↗ |
| 12 | 2022 | Sreeniwas Prabhu Chief Executive Officer and President | — | — | — | — | — | 22.3K | 22.3K | 0.00% | ↗ |
| 13 | 2021 | Robert Williams Chief Executive Officer and President | 551.0K | — | 3.75M | — | — | — | 4.30M | 87.19% | ↗ |
| 14 | 2021 | Robert Williams Former Chief Executive Officer and President | 551.0K | — | 3.75M | — | — | — | 4.30M | 87.19% | ↗ |
| 15 | 2021 | Brandon Filson Chief Financial and Treasurer | 317.7K | 390.6K | 1.87M | — | — | — | 2.58M | 72.58% | ↗ |
| 16 | 2021 | Dory Black General Counsel | 100.0K | 110.0K | 1.10M | — | — | — | 1.31M | 83.97% | ↗ |
| 17 | 2020 | Brandon Filson Chief Financial and Treasurer | 250.0K | 227.0K | — | — | — | — | 477.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brandon Robert Filson | Treasurer & Chief Financial Officer | 940.2K | male |
| Sreeniwas Vikram Prabhu | President & Chief Executive Officer | 3.4K | male |
| Chris Price | Controller & Head of SEC Reporting | — | male |
| Jeanine Joseph | Corporate Secretary | — | — |
| Kelleher | Head of Corporate Finance & Investor Relations | — | — |
| Namit Sinha | Chief Investment Officer of Private Strategies | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for AOMR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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