{"filings":[{"id":2107837,"accession_number":"0001437749-26-026342","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-08-06T20:58:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q2 net income $0.4M ($0.04/sh); advisory revenue up 79% on TJIM acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $0.4M ($0.04/sh) in Q2 2026 vs $0.04M ($0.00/sh) in Q2 2025; H1 net income $1.2M ($0.12/sh).","Advisory services revenue $6.8M in Q2 2026, up from $3.8M in Q2 2025, driven by TJIM acquisition and higher Orchid management fees.","TJIM contributed $1.7M advisory revenue in Q2 2026; acquisition of 80% stake closed April 1, 2026.","Book value per share $1.38 at June 30, 2026, up from $1.34 at March 31, 2026.","MBS portfolio reduced to $16M from $89M at Dec 2025 to fund TJIM acquisition; interest income declined."],"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":0.7,"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":1093876,"accession_number":"0001437749-26-020862","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K/A","filed_at":"2026-06-17T12:45:12+00:00","items":["9.01"],"status":"ready","headline":"Bimini Capital provides TJIM acquisition financials: purchase price $12.3M, pro forma net income $4.3M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TJIM 2025 revenue $6.16M, net income $1.67M, members' equity $608K at Dec 31, 2025.","Bimini sold $72.5M MBS and redeemed $69.9M repurchase agreements to fund the acquisition.","Preliminary purchase price allocation: $8.7M client relationships, $1M tradename, $3.8M goodwill.","Pro forma combined 2025 net income attributable to Bimini $4.3M vs Bimini historical $5.8M.","Noncontrolling interest of $3.08M reflects 20% retained by TJIM's President."],"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":0.75,"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":947640,"accession_number":"0001437749-26-020023","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2026-06-09T21:04:11+00:00","items":["5.07"],"status":"ready","headline":"Bimini Capital stockholders elect director, ratify auditor, approve Rights Agreement amendment at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Robert E. Cauley elected Class II director: 4,126,106 for, 1,030,609 against, 7,589 abstentions, 2,266,224 broker non-votes.","Ratification of BDO USA as independent auditor for 2026: 7,408,328 for, 14,646 against, 7,554 abstentions.","First Amendment to Rights Agreement approved: 4,139,041 for, 1,016,742 against, 8,521 abstentions.","Advisory vote on 2025 executive compensation approved: 4,120,960 for, 1,035,071 against, 8,273 abstentions."],"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":0.2,"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":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. Hunter Haas IV to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["G. Hunter Haas, IV appointed to board as Class III director, term expiring at 2024 Annual Meeting.","Haas continues as Chief Investment Officer and Chief Financial Officer of Bimini Capital Management.","Appointment effective January 11, 2024, announced via press release on January 16, 2024.","Board size expanded or vacancy filled; no change to executive officer roles."],"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":258124,"accession_number":"0001437749-23-030033","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q3 net loss of $0.4M, EPS -$0.04; book value $1.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.4M ($0.04 per share) vs loss of $3.2M in Q3 2022; advisory revenue $3.6M (+9% YoY).","Book value per share $1.30, stockholders' equity $13.0M with 10.0M shares outstanding.","MBS portfolio grew to $84.9M (from $63.8M at June 30); combined portfolio return on invested capital -15.1%.","Net interest and dividend income $281k declined from $518k YoY due to higher interest expense.","PT MBS portfolio return -23.1%; structured MBS portfolio return +3.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":13300625.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"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":275434,"accession_number":"0001437749-23-023038","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q2 2023 net income $0.3M vs loss of $1.2M year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.3M ($0.03 EPS) vs net loss $1.2M ($0.11 loss) in Q2 2022.","Book value per share $1.34 at June 30, 2023; stockholders' equity $13.4M.","Advisory services revenue $3.5M, up 5.5% YoY, driven by Orchid's equity growth.","MBS portfolio market value rose to $63.8M from $45.6M at March 31, 2023.","Net interest and dividend income fell to $0.3M from $0.7M due to higher repo costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":8568964.0,"consensus_period":"2023-Q2","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":292938,"accession_number":"0001437749-23-017414","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Bimini Capital shareholders elect Class III director, ratify auditor, approve advisory vote on compensation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Robert E. Cauley elected Class III director with 4.38M for, 864K against, 2.47M broker non-votes.","Ratification of BDO USA as independent auditor passed with 7.46M for, 245K against, 4,450 abstain.","Advisory vote on named executive officer compensation approved (3.99M for, 1.24M against).","Stockholders recommended advisory votes on executive compensation every 3 years (2.97M votes); Board adopted 3-year frequency."],"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":292937,"accession_number":"0001437749-23-013940","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q1 net income $1.0M ($0.10/sh); book value $1.31, up from $1.21","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.0M ($0.10 diluted EPS) vs net loss $3.5M ($0.33 loss) in Q1 2022.","Book value per share $1.31, up from $1.21 at Dec 31, 2022.","Advisory service revenue $3.4M (+10% YoY); from managing Orchid Island Capital.","MBS portfolio $45.6M; return on invested capital 4.9% for Q1.","Interest rate spread narrowed to 0.19% from 3.18% YoY due to rate volatility and bank failures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4212952.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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":313597,"accession_number":"0001437749-23-005985","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q4 2022 net loss of $12.0M, or $1.17 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $12.0M ($1.17 per share); advisory services revenue $3.3M, interest & dividend income $0.8M.","Book value per share fell to $1.21 from $3.08 year-over-year; stockholders' equity dropped to $12.1M.","MBS portfolio value $45.9M, down from $60.8M a year ago; added modestly $2.2M in new pass-through MBS.","Combined portfolio ROIC of 10.1% for Q4; pass-through MBS returned 14.4%, structured MBS 2.7%.","Liquidity of $6.2M; outstanding repurchase obligations $43.8M at weighted average rate of 4.48%."],"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":332065,"accession_number":"0001275477-22-000024","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2022-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital reports Q3 net loss of $3.2M; book value drops to $2.38","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $3.2M ($0.31/share) vs. net income of $464k in Q3 2021.","Book value per share fell to $2.38 from $3.08 at Dec 31, 2021.","Advisory services revenue of $3.3M; mark-to-market loss of $3.1M on Orchid common stock.","MBS portfolio total return of -18.3% for the quarter; pass-through return -31.5%.","Combined portfolio market value $44.3M; liquidity $6.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":12083514.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","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":349535,"accession_number":"0001275477-22-000019","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q2 net loss $1.2M ($0.11/sh); book value $2.66; MBS portfolio return -19.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $1.2M, or $0.11 per Class A share; advisory service revenue $3.3M.","Book value per share fell to $2.66 from $3.08 at Dec 31, 2021.","Combined MBS portfolio return on invested capital was -19.2% for Q2; PT MBS return -35.0%.","Agency MBS market conditions cited as detrimental; Royal Palm portfolio reduced by $16.1M.","Orchid Island Capital common stock fair value adjustment loss of $1.0M; dividends $0.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":8043851.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","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":366510,"accession_number":"0001275477-22-000017","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2022-06-14T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Bimini Capital stockholders elect director and ratify auditor at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Frank E. Jaumot elected Class I director with 4,428,041 for, 1,179,155 against, 71 abstain.","Ratification of BDO USA as independent auditor approved: 8,412,345 for, 589,778 against, 8,615 abstain.","Broker non-votes on director election: 3,403,471; 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":0.25,"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":366509,"accession_number":"0001275477-22-000012","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital posts Q1 net loss of $3.5M; BVPS falls to $2.77 from $3.08","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $3.5M ($0.33 diluted EPS); advisory service revenue $3.1M; combined MBS return on capital (22.6)%.","Mark-to-market loss of $3.2M on Orchid Island Capital shares; $3.1M MTM loss on MBS portfolio.","Book value per share declined to $2.77 from $3.08 at Dec. 31, 2021.","Post-quarter: sold $23.1M RMBS assets realizing $0.9M loss; portfolio reduced to ~$29.0M market value.","Management cites Fed tightening, Ukraine war, China shutdowns as headwinds; building cash position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3969031.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"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":385958,"accession_number":"0001275477-22-000003","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2022-03-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q4 2021 net loss of $0.6M; book value $3.08 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.6M ($0.05/share) vs Q4 2020 net income of $12.1M ($1.04/share).","Advisory services revenue rose 66% YoY to $3.0M from Orchid's capital growth.","MBS portfolio had $0.9M mark-to-market loss; Orchid stock fair value dropped $1.0M.","Book value per share increased to $3.08 from $2.97 a year ago.","Orchid reduced monthly dividend to $0.055/share from $0.065 in Jan 2022."],"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":0.65,"calibrated_materiality_score":0.65,"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":403866,"accession_number":"0001275477-21-000015","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2021-11-18T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Bimini Capital internalizes repo funding & ops from AVM; hires Patrick Doyle","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Third Amendment to Management Agreement with Orchid Island Capital effective Nov 16, 2021.","Bimini Advisors will take over repurchase agreement trading, clearing & admin services from AVM.","Orchid to pay daily repo funding fee (basis point factor in Appendix A) plus $10k/month clearing fee.","Bimini hires Patrick Doyle, effective Dec 1, 2021, to lead the internalized services.","Transition of services from AVM expected by March 31, 2022."],"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":0.6,"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":403865,"accession_number":"0001275477-21-000011","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q3 net income $0.5M ($0.04/share), book value $3.13; advisory revenue up 56% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.5M, or $0.04 per diluted share, vs $1.3M ($0.11/share) in Q3 2020.","Advisory services revenue rose 56% YoY to $2.5M, driven by Orchid's capital raise of $207.5M in Q3.","Book value per share increased to $3.13 from $2.97 at year-end 2020.","Company repurchased 812,879 shares at $1.85 per share via tender offer in July 2021.","Combined MBS portfolio return on invested capital 2.4% for Q3; prepayment speeds moderated to 18.3 CPR."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":10002351.0,"consensus_period":"2021-Q3","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":422816,"accession_number":"0001518621-21-000126","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2021-09-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bimini Capital Management authorizes up to $2.5M share repurchase plan over 24 months","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved up to $2.5M repurchase of Class A Common Stock, replacing March 2018 plan.","Repurchases under Rule 10b5-1 executed by Ladenburg Thalmann; expected to start September 27, 2021.","Prior plan from 2018 repurchased 71,599 shares at aggregate cost of ~$169,000.","Plan expires in 24 months or earlier if full amount repurchased; no obligation to buy any shares."],"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":0.45,"calibrated_materiality_score":0.45,"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":422815,"accession_number":"0001275477-21-000007","cik":1275477,"company_name":"BIMINI CAPITAL MANAGEMENT, INC.","ticker":"BMNM","form_type":"8-K","filed_at":"2021-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bimini Capital Q2 net loss $0.9M; book value $3.00; July tender offer repurchased 812,879 shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.9M ($0.08 diluted EPS) vs. net income of $3.5M ($0.30 EPS) in Q2 2020.","Book value per share $3.00 at June 30, 2021, vs. $2.97 at Dec 31, 2020.","Advisory services revenue from managing Orchid rose 35% YoY to $2.2M.","Completed $1.5M modified Dutch auction tender offer in July 2021 at $1.85 per share for 812,879 shares.","MBS portfolio return on invested capital 0.4% for Q2; 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