AOMR Angel Oak Mortgage REIT, Inc. Insider Trading

Director W D Minami buys 10,000 shares of AOMR at $8.15; stock down -19.5% from 52-week high, director now holds 80.3K shares

W D Minami purchased 10,000 shares (10.0K shares) at $8.15 on 2026-05-22, increasing his holdings by 14.2% to 80.3K shares. The purchase occurs as AOMR trades 19.5% below its 52-week high and down -10.3% over the prior 30 days, suggesting the director is accumulating at a materially depressed price level relative to recent trading ranges. His prior trades at AOMR show a mixed pattern: the most recent purchase (2025-11-18) delivered a 90-day return of +9.6%, while an earlier buy (2024-08-23) resulted in a 90-day loss of -15.3%, indicating prior accumulation decisions have produced divergent outcomes. The company is unprofitable (net income $-7.4M) with a P/E of 12.55, a context in which insider purchasing warrants attention as a potential signal of operational or valuation views, though the mixed track record at this ticker limits confidence in timing accuracy.

Davidson Kempner sells 481,537 shares of AOMR at $7.87, reducing stake to 3.65M shares; all 3 prior AOMR sales were well-timed (90d declines)

Davidson Kempner Capital Management LP, a 10% owner, sold 481,537 shares of Angel Oak Mortgage REIT at $7.87 on 2026-03-20, reducing its position from 4.13M to 3.65M shares. The pattern is notable: across this insider's three prior sales of AOMR shares (on 2025-08-21, 2025-05-15, and 2024-09-17), all three were followed by 90-day declines, establishing a 100% accuracy rate in timing exits. The stock has declined 3.9% over the past 30 days and 4.6% over 90 days, currently trading at $8.29 versus the transaction price of $7.87. The sale coincides with a modest valuation environment (P/E of 6.28) and represents a deliberate reduction in an already-substantial position held by a sophisticated capital manager with a demonstrated pattern of exiting before downturns at this specific name.

Director Minami W D purchases 3,441 shares of AOMR at $8.32; stock down 23.5% from 52-week high and -11.3% in 30 days.

Minami W D, a Director of Angel Oak Mortgage REIT, purchased 3,441 shares at $8.32 on 2025-11-18, increasing his holdings to 58,581 shares (+6.2% from prior position). The stock is currently trading at $8.25, down 23.5% from its 52-week high and down 11.3% over the past 30 days. Across his cross-ticker track record, his prior 2 open-market buys showed mixed timing results with an average 90-day return of -4.5% and a 50% win rate. At AOMR specifically, his prior two purchases show one well-timed outcome (90d return of +6.3% on the 2024-11-08 buy) and one poorly-timed outcome (90d return of -15.3% on the 2024-08-23 buy). The company's valuation metrics appear modest at P/E 11.62 with a market cap of $205,540,788.75, suggesting the insider is purchasing during a period of significant price weakness.

10% owner Davidson Kempner sold 595,000 shares at $9.75; stock at $9.63, down 20.2% from 52-week high

Davidson Kempner Capital Management LP, a 10% owner, sold 595,000 shares (4.73M to 4.13M post-transaction) at $9.75 on 2025-08-21, reducing its stake by 12.6%. The stock currently trades at $9.63, well below the 52-week high of $12.06. Notably, the insider's prior two sales at AOMR (2025-05-15 and 2024-09-17) both showed negative 90-day returns of -2.2% and -4.3% respectively, establishing a pattern of well-timed exits at this ticker. The broader cross-ticker track record shows a 100.00% well-timed rate across 3 prior sales with an average 90-day return of -3.4%, indicating consistent prescience in timing departures before subsequent declines. Against this backdrop of demonstrated timing accuracy and a 30-day change of -0.1% following the current sale, the transaction warrants attention as another potential signal that the insider identified a departure point ahead of further weakness.

Director Morgan Jonathan buys 5,000 AOMR shares at $9.03; repeats pattern from Dec 2024 with strong prior 90-day returns

Morgan Jonathan purchased 5,000 shares at $9.03 on 2025-08-07, increasing his holdings by 10.4% to 52,940 shares post-transaction. This buy follows a measurable prior purchase at AOMR on 2024-12-18 that delivered a 90-day return of +7.4%, demonstrating a pattern of well-timed purchases at this specific ticker. His cross-ticker track record shows 1 prior buy with a 100% win rate over 90 days, averaging +7.4% — consistent with the observed outcome at AOMR. The current stock price of $9.09 is -26.5% from the 52-week high of $12.37 and down -10.6% over the prior 90 days, placing the transaction during a declining period. The P/E of 5.75 and net income of $767,000 suggest a modestly valued small-cap REIT, though the trailing performance and recent price action warrant examination of underlying business fundamentals.

Davidson Kempner Capital sold 452.7K AOMR shares at $9.75 on 2025-05-15; holds 4.73M shares post-sale.

Davidson Kempner Capital Management LP, a 10% owner, sold 452,659 shares at $9.75, reducing holdings from 5.18M to 4.73M shares (-8.7%). The sale occurred at a price 3.0% below the current price of $10.05 and near the 52-week midpoint between $7.50–$13.10. The insider's cross-ticker track record shows a 100.00% well-timed sell rate across 2 prior transactions with an average 90d return of -4.1%, though at AOMR specifically, the prior 2024 sell was also well-timed (90d return -4.3%). The company trades at a P/E of 6.48 on net income of $20.5M with a market cap of $236.2M. This sale represents a modest reduction in a concentrated position by a significant stakeholder, occurring during a period of recent strength (+29.5% in 30 days) following a longer decline (-4.9% in 90 days).

Director Morgan Jonathan buys 5,000 shares of AOMR at $9.10; holdings rise to 38,059 shares (+15.1%)

Morgan Jonathan, a director, purchased 5,000 shares of Angel Oak Mortgage REIT at $9.10 on 2024-12-18, increasing his holdings by 15.1% to 38,059 shares total. The transaction occurred at a price 29.8% below the 52-week high of $13.10, and the stock has declined 13.2% over the prior 90 days. The REIT trades at a P/E of 2.98 on net income of $31,204,000, suggesting a modest valuation context. The purchase represents a discretionary buy at a price point materially depressed from recent highs, though without additional context on the director's prior trading patterns or motivations, the trade itself is a straightforward addition to his holdings.

Director MINAMI W D purchased 5,000 shares of AOMR at $9.73 on 2024-11-08; stock now -24.4% from 52-week high.

MINAMI W D (Director) purchased 5,000 shares at $9.73, increasing holdings from 40,259 to 45,259 shares (+12.4%). The transaction is modest in scale relative to existing position size. The current price of $9.91 is -24.4% from the 52-week high of $13.10 and the stock has declined -16.4% over the trailing 90 days. Looking at the same-ticker history, a prior buy on 2024-08-23 had a 30-day return of -4.6%, with no prior AOMR buys yet showing measurable 90-day outcomes. The company's fundamentals show a P/E of 3.22 with net income of $31,204,000.00, suggesting relatively attractive valuation metrics in absolute terms. The purchase occurs during a period of price weakness in the security.

10% owner Davidson Kempner sold 500,000 shares of AOMR at $10.00 (9/17/24); stock down 19.3% from 52-week high.

Davidson Kempner Capital Management LP, a 10% shareholder, sold 500,000 shares at $10.00 on 2024-09-17, reducing its stake to 5,181,869 shares (5.18M shares) from 5,681,869 shares (5.68M shares). The stock currently trades at $10.57, down 19.3% from its 52-week high of $13.10 and down 12.4% over the past 30 days, indicating deteriorating momentum since the sale. Across all of Davidson Kempner's open-market history, its prior sells exhibited a 90-day well-timed rate of 100.00%, reflecting prior instances where the stock fell after selling; however, this is cross-ticker data and provides limited insight into this specific transaction at AOMR. The REIT's net income is negative at $-273,000.00 and valuation is lean at a P/E of 4.99, suggesting the security may already be repriced for weakness, though the recent sell occurred before the most severe recent declines.

Director MINAMI W D purchased 5,000 shares of AOMR at $11.10 on 2024-08-23, raising holdings 14.2% to 40,259 shares.

MINAMI W D, a director, acquired 5,000 shares at $11.10, increasing his stake by 14.2% from 35,259 to 40,259 shares. The purchase occurred at a price that is -14.4% from the 52-week high of $13.10 and -8.7% below the 30-day average, reflecting a recent pullback in the stock's price. The company is unprofitable with net income of $-273,000.00, making conventional valuation metrics difficult to assess. This discretionary insider purchase during a period of declining price momentum warrants tracking to understand whether it reflects management conviction or simply routine accumulation patterns.