{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-049702","form_type":"8-K","ticker":"EFC","cik":"0001411342","company_name":"Ellington Financial Inc.","filed_at":"2025-11-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.340337+00:00","generated_at":"2026-05-17T00:14:09.893116+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Ellington Financial Q3 GAAP net income $0.29, adj. distributable earnings $0.53, BV $13.40","bullets":["GAAP net income to common fell to $29.5M ($0.29/share) from $42.9M ($0.45) in Q2; adjusted distributable earnings $54.2M ($0.53) covered $0.39 dividend.","Book value per share $13.40 as of Sep 30; total portfolio grew 12% sequentially, with credit portfolio up 11% to $3.56B.","Longbridge portfolio rose 37% to $750M on record proprietary reverse mortgage originations; segment net income $8.6M.","Priced $400M of 7.375% senior unsecured notes (5-yr) and seven securitizations, shifting toward long-term non-mark-to-market financing.","Recourse debt-to-equity 1.8:1; total debt-to-equity 8.6:1; cash plus unencumbered assets $1.22B as of Sep 30."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-049702","json":"https://secwatch.observer/filing/0001628280-25-049702.json","markdown":"https://secwatch.observer/filing/0001628280-25-049702.md","text":"https://secwatch.observer/filing/0001628280-25-049702.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1411342/000162828025049702/0001628280-25-049702-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1411342/000162828025049702/efc-20251105.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:14:09.893116+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}