YOSELOFF ANTHONY ALEXANDER 4
4 · Angel Oak Mortgage REIT, Inc. · Filed Mar 24, 2026
Research Summary
AI-generated summary of this filing
Angel Oak Mortgage REIT (AOMR) — Davidson Kempner Sells 481,537 Shares
What Happened
Davidson Kempner Capital Management LP (reported as a 10% owner through Xylem Finance LLC) sold 481,537 shares of Angel Oak Mortgage REIT (AOMR) on March 20, 2026. The shares were disposed at $7.87 each for a total transaction value of approximately $3,789,696. This was a sale (disposition) — sales are often routine portfolio activity and do not necessarily indicate a change in the manager’s view of the company.
Key Details
- Transaction date and price: 2026-03-20, 481,537 shares sold at $7.87 per share (S = sale); total ≈ $3,789,696.
- Filing date: Form 4 filed 2026-03-24 (4 days after the trade). Form 4s are typically due within two business days, so this filing appears delayed.
- Shares owned after transaction: Not specified in the provided filing excerpt.
- Notable footnotes:
- F1: The reported securities are held directly by Xylem Finance LLC; Davidson Kempner (DKCM) acts as investment manager to Xylem and Anthony A. Yoseloff of DKCM is responsible for voting and investment decisions.
- F2: Reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest.
- Remark: A DKCM Managing Director (Vikram Shankar) currently serves on AOMR’s board, noted in the filing.
Context
This is an institutional disposition by a 10% owner (an investment manager acting through a separate entity), not an individual executive sale. Institutional sales can reflect portfolio rebalancing or liquidity needs and should be interpreted differently from insider executive trades; they are factual disclosures, not direct statements about company fundamentals.
Insider Transaction Report
- Sale
Common Stock, par value $0.01 per share
[F1][F2]2026-03-20$7.87/sh−481,537$3,789,696→ 3,652,673 total(indirect: See footnotes)
Footnotes (2)
- [F1]The securities reported on this line are held directly by Xylem Finance LLC, a Delaware limited liability company ("Xylem"). Davidson Kempner Capital Management LP, a Delaware limited partnership and a registered investment adviser with the U.S. Securities and Exchange Commission ("DKCM") acts as investment manager to Xylem. DKCM GP LLC, a Delaware limited liability company, is the general partner of DKCM. The managing members of DKCM are Anthony A. Yoseloff, Conor Bastable, Morgan P. Blackwell, Patrick W. Dennis, Gabriel T. Schwartz, Zachary Z. Altschuler, Joshua D. Morris, Suzanne K. Gibbons, Gregory S. Feldman, Melanie Levine and James Li. Anthony A. Yoseloff through DKCM, is responsible for the voting and investment decisions relating to the securities held by Xylem reported herein.
- [F2]The filing of this statement shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the securities reported herein for purposes of Section 16 of the Securities Act of 1934, as amended, or otherwise. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein except to the extent of its or his pecuniary interest therein, if any.