{"filings":[{"id":91869,"accession_number":"0001437749-26-015631","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q1 net income $0.8M ($0.08/sh); book value $1.34","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.8M vs $0.6M in Q1 2025; EPS $0.08 vs $0.06.","Book value per share $1.34, up from $1.26 at Dec 31, 2025.","Advisory service revenue $5.1M, up 9% from Q4 2025 and 43% from Q1 2024.","Acquired 80% of Tom Johnson Investment Management on April 1, 2026; funded by liquidating most of MBS portfolio.","Expenses $3.7M, up 27% YoY, including $0.6M in TJIM acquisition costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":6495517.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91868,"accession_number":"0001437749-26-011136","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Bimini Capital closes $12.3M acquisition of 80% of Tom Johnson Investment Management","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $12.32M; $12M cash at close, $0.32M deferred at 5% annual interest due in 1 year.","TJIM has ~$1.63B AUM across equity and fixed income; management teams remain separate.","Seller retains 20% interest; Bimini gets call/put options after 3rd anniversary if EBITDA margin ≥30%.","TJIM principal seller Richard Parry enters new 3-year employment agreement; staff offered equity ownership.","Bimini to file TJIM financial statements and pro forma information by amendment within 71 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102259,"accession_number":"0001437749-26-008006","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Bimini Capital reports Q4 2025 net income of $3.4M, book value $1.26; announces $2.5M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net income $3.4M ($0.34/diluted share); full year net income $5.8M ($0.58/share) vs net loss of $1.3M in 2024.","Advisory service revenue Q4 $4.7M (up from $3.4M in Q4 2024); full year $16.6M (up from $12.8M).","Book value per share rose to $1.26 at Dec 31, 2025 from $0.68 a year earlier.","Board approved $2.5M share repurchase plan; shares bought in open market under 10b5-1 plan over 24 months.","Pending acquisition of 80% of Tom Johnson Investment Management (AUM ~$1.6B) expected to close Q2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102258,"accession_number":"0001437749-26-001227","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-01-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Bimini Capital to buy 80% of TJIM at 2.5x 80% of FY2025 revenue; ~$1.6B AUM","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price = 2.5x 80% of TJIM FY2025 revenue; excess over $12M paid in three annual installments at 5% interest.","TJIM has ~$1.6B AUM across equity and fixed income; closing expected end of Q1 2026.","Bimini to retain TJIM staff/management; principal seller signs 3-year employment agreement.","Seller retains 20% interest; put/call options after 3rd anniversary using same price formula, subject to 30% EBITDA margin."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118554,"accession_number":"0001437749-25-037399","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["1.01","3.03","7.01","9.01"],"status":"ready","headline":"Bimini Capital extends poison pill to 2030, raises purchase price to $10.20 to protect NOLs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan expiration extended five years to December 21, 2030.","Purchase price per right increased from $4.76 to $10.20.","Aims to protect ~$253.9M in net operating loss carryforwards under Section 382.","Amendment subject to stockholder approval at 2026 annual meeting; terminates if not approved by June 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118553,"accession_number":"0001437749-25-033612","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bimini Capital Q3 net income $1.8M ($0.18/share); director Jaumot resigns, Griffith appointed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2025 net income $1.8M ($0.18/share) up from $0.3M ($0.03/share) YoY; advisory revenues rose 35% to $4.5M.","Book value per share $0.92 at Sep 30, 2025; equity $9.2M on 10M shares outstanding.","Frank Jaumot resigned as director (Nov 5, 2025); Ashley Griffith appointed as Class I director, term to 2028.","Q3 2025 portfolio return on invested capital 8.4%; MBS portfolio $104.4M at Sep 30, down from $107.6M at Jun 30."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":17323899.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135029,"accession_number":"0001437749-25-024209","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q2 net income of $43K; book value per share $0.74","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $43K ($0.00 per share) for Q2; H1 net income of $0.6M ($0.06 per share).","Advisory services revenue rose 20% YoY to $3.8M; MBS segment recorded $1.3M loss.","Book value per share $0.74 vs $0.68 at Dec 2024; stockholders' equity $7.4M.","Sold $9.8M MBS early Q2; MBS portfolio market value $107.6M at quarter end.","Management expects to resume RMBS portfolio growth as cash positions increased."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":11126791.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151980,"accession_number":"0001437749-25-019990","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Bimini Capital annual meeting reelects director Jaumot, ratifies BDO USA as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected Frank E. Jaumot as Class I director with 3,456,607 For, 794,146 Against.","Ratification of BDO USA as independent auditor for FY2025 passed with 7,196,995 For, 37,594 Against.","Annual meeting held June 10, 2025; record date April 16, 2025 with 10,037,395 shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151979,"accession_number":"0001437749-25-014109","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q1 net income $0.6M, EPS $0.06, BV/share $0.74","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.6M ($0.06 EPS) vs $0.2M ($0.02 EPS) in Q1 2024.","Advisory service revenue $3.6M, up 22% YoY on higher Orchid assets.","Net interest income (incl. dividends) up ~64% YoY to $1.9M.","Book value per share $0.74, up from $0.68 at Q4 2024.","Management notes Q2 2025 uncertainty from tariffs and rate volatility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":5529329.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170818,"accession_number":"0001437749-25-006539","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q4 2024 net loss $1.5M, book value $0.68 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $1.5M ($0.15/share) in Q4 2024; full-year net loss $1.3M ($0.13/share).","Book value per share fell to $0.68 at Dec 31, 2024 from $0.81 a year earlier.","Advisory service revenue $3.4M in Q4; MBS portfolio grew to $122.3M.","Tax provision of $2.1M due to increased valuation allowance drove Q4 net loss.","Company plans conference call on March 7, 2025 at 10:00 AM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187786,"accession_number":"0001437749-24-032802","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q3 2024 net income of $0.3M; book value per share $0.83","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.3M ($0.03 EPS) vs net loss of $0.4M ($0.04 loss) in Q3 2023.","Advisory service revenue $3.3M from managing Orchid Island Capital, up 4% QoQ.","Book value per share $0.83, up from $0.81 at Dec 31, 2023; equity $8.3M.","MBS portfolio $118.4M; net interest income $0.3M; combined portfolio return 6.2%.","CEO cites Fed 50 bp rate cut; cautions economic resilience may limit near-term capital raises."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":14178236.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204290,"accession_number":"0001437749-24-024295","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q2 2024 net loss $0.3M, book value $0.81/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $273,845 ($0.03 per share) for Q2 2024, vs net income of $285,507 in Q2 2023.","Advisory services revenue $3.2M, up 8% QoQ; interest and dividend income $1.5M.","MBS portfolio $86.4M; repurchase obligations $82.9M at weighted average rate 5.47%.","Net interest income after hedging $0.3M; mark-to-market losses of $0.3M on Orchid shares.","Book value per share unchanged at $0.81; total stockholders' equity $8.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":9187472.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221046,"accession_number":"0001437749-24-019959","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Shareholders elect Dwyer and Haas as Class III directors, ratify BDO USA as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Robert J. Dwyer and George H. Haas, IV elected as Class III directors with ~4.05M votes each to serve until 2027.","Ratification of BDO USA as independent auditor approved with 7,207,553 votes for, 20,843 against, 8,290 abstain.","Broker non-votes totaled 2,348,649 on director election; no broker non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221045,"accession_number":"0001437749-24-014398","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q1 net income $0.2M; book value per share $0.83","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $0.2M ($0.02 diluted EPS) vs $1.0M ($0.10) in Q1 2023, down 79%.","Advisory services revenue $2.9M, down from $3.4M YoY; management fees included.","Book value per share $0.83, up from $0.81 at Dec 2023; equity $8.3M with 10.0M shares.","Combined MBS portfolio return on invested capital 8.0% for Q1 2024.","Prepayment rate (CPR) rose to 16.5% from 8.0% in Q4 2023 due to higher refis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4528226.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240622,"accession_number":"0001437749-24-007005","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q4 net loss $4.9M, EPS -$0.48; book value falls to $0.81","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $4.9M ($0.48/sh) in Q4 2023; full-year loss narrowed to $4.0M from $19.8M in 2022.","Book value per share fell to $0.81 from $1.21 a year earlier, driven by tax valuation allowance.","Advisory revenue down 6% YoY to $3.1M; interest income up 96% to $1.55M, but net interest income flat at $376K.","MBS portfolio grew to $92.7M from $84.9M in Q3; portfolio return on invested capital was 9.4% for Q4.","Recorded a $4.5M income tax provision from increasing deferred tax asset valuation allowance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28680498.020833336,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240621,"accession_number":"0001437749-24-001412","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2024-01-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Bimini appoints CIO/CFO G. 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