YOSELOFF ANTHONY ALEXANDER 4

What Happened
Davidson Kempner Capital Management LP (reporting as a 10% owner via Xylem Finance LLC) disposed of 1,794,353 shares of Angel Oak Mortgage REIT, Inc. (AOMR) to the issuer on May 19, 2026. The shares were disposed at $8.36 per share for a total value of $15,000,073. The transaction is reported as a disposition to the issuer (code D), not an open-market sale.

Key Details

• Transaction date: 2026-05-19; Filing date: 2026-05-21 (timely filed).
• Price and value: 1,794,353 shares × $8.36 = $15,000,073.
• Transaction type: Disposition to issuer (Code D) — shares transferred back to the company (e.g., repurchase, surrender, or similar).
• Shares owned after transaction: Not specified in the provided filing.
• Footnotes: Securities are held directly by Xylem Finance LLC; DKCM (Davidson Kempner) acts as investment manager to Xylem and Anthony A. Yoseloff is responsible for voting/investment decisions (F1). Reporting persons disclaim beneficial ownership except to the extent of pecuniary interest (F2).
• Remark: Vikram Shankar, a DKCM managing director who had served on AOMR’s board, resigned effective May 20, 2026; the filing notes he may have been deemed a director by deputization prior to his resignation.

Context
This is an institutional disposition by a 10% owner (Davidson Kempner via Xylem), not an individual officer/CEO trade. Dispositions to the issuer typically reflect company buybacks, tendering, or share surrender rather than open-market selling; the filing does not state the precise program or reason. As always, sales by large holders are factual events and do not by themselves indicate management sentiment about the company’s prospects.