YOSELOFF ANTHONY ALEXANDER 4

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.