Recent 8-K filings for BRSP

• May 20, 2026, 5:01 PM ET leadership materiality 0.45 neutral item 5.02item 9.01

  BrightSpire extends CEO Mazzei's term to 2030; reduces bonus and LTIP targets for 2027-2029

  CEO Michael Mazzei's employment term extended from March 31, 2027 to March 31, 2030.

• May 13, 2026, 5:03 PM ET other material materiality 0.50 neutral item 5.02item 5.07item 9.01

  BrightSpire Capital stockholders approve 10M share increase to equity plan at 2026 annual meeting

  Stockholders elected all five director nominees (Rice, Diamond, Long, Schwartz, Mazzei) with over 96% of votes cast.

• April 28, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  BrightSpire Q1 GAAP net income $4.8M; deploys $311M, watch list down 39%

  GAAP net income $4.8M ($0.03/shr); Distributable Earnings $15.6M ($0.12/shr); Adjusted Distributable Earnings $18.2M ($0.14/shr).

• April 1, 2026, 7:59 PM ET leadership materiality 0.20 neutral item 5.02

  Director John Westerfield to retire from BrightSpire board at May 13 annual meeting

  John Westerfield notified Board on March 30, 2026 of his retirement.

• March 18, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  BrightSpire Capital enters $250M repurchase facility with JPMorgan for CRE loans

  Facility provides up to $250M to finance first mortgage loans, senior participations, and mezzanine loans secured by CRE.

• February 23, 2026, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  BrightSpire Capital closes $955M CLO 2026-FL3 with eight note classes and preferred shares

  CLO issued eight note tranches totaling $883.4M and $71.6M in preferred shares on Feb 17, 2026.

• February 17, 2026, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  BrightSpire Capital Q4 GAAP loss $0.12/sh; adj. distributable earnings $0.15/sh

  GAAP net loss Q4 $14.4M ($0.12/sh); full-year loss $31.1M ($0.26/sh).

• December 19, 2025, 6:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 9.01

  BrightSpire reduces net worth covenant to $900M, expands Wells facility to $500M

  Wells facility increased from $400M to $500M (upsize to $600M subject to approval).

• December 9, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  BrightSpire Capital extends revolving credit facility to Dec 2028; maintains $120M capacity

  Revolving termination date extended to December 8, 2028; aggregate commitment remains $120M with $25M LC sublimit.

• October 28, 2025, 7:59 PM ET earnings materiality 0.55 positive item 2.02item 9.01

  BrightSpire Q3 2025 GAAP net income $1.0M ($0.01/sh); Adj Dist Earnings $21.2M ($0.16/sh)

  GAAP net income attributable to common stockholders ~$1.0M ($0.01 per share).

• July 29, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  BrightSpire Capital Q2 GAAP net loss $23.1M, ADE $22.9M covers dividend

  GAAP net loss $23.1M ($0.19/share); Adjusted Distributable Earnings $22.9M ($0.18/share).

• May 14, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  BrightSpire Capital stockholders elect directors, approve executive compensation, ratify Deloitte

  All six director nominees elected; Michael J. Mazzei received highest votes (77.9M).

• April 29, 2025, 7:59 PM ET earnings materiality 0.55 neutral item 2.02item 9.01

  BrightSpire Capital Q1 2025 GAAP EPS $0.04, book value $7.92 per share

  GAAP net income $5.3M ($0.04/share); Distributable Earnings $11.4M ($0.09/share); Adjusted Distributable Earnings $20.1M ($0.16/share).

• February 27, 2025, 6:59 PM ET other material materiality 0.30 neutral item 4.01item 9.01

  BrightSpire Capital appoints Deloitte as auditor, dismisses E&Y after competitive review

  E&Y served as auditor for FY 2024 and 2023; no adverse opinions or disagreements.

• February 18, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  BrightSpire Q4 GAAP net loss $19.7M, Distributable Earnings $13.7M

  Q4 2024 GAAP net loss $19.7M ($0.16/sh); Distributable Earnings $13.7M ($0.11/sh); Adjusted DE $23.7M ($0.18/sh).

• October 29, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  BrightSpire Capital Q3 GAAP NI $12.7M ($0.10/shr); Adj Distributable Earnings $0.21/shr

  GAAP net income $12.7M ($0.10/shr) vs prior periods; Distributable Earnings $17.9M ($0.14/shr).

• August 23, 2024, 7:59 PM ET debt materiality 0.55 positive item 1.01item 2.03item 9.01

  BrightSpire extends Morgan Stanley repurchase facility maturity to April 2027

  Maturity of $1.04B second amended master repurchase agreement extended from April 20, 2025 to April 20, 2027.

• August 19, 2024, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 8.01item 9.01

  BrightSpire Capital closes $675M CLO securitization with eight tranches of notes and preferred shares

  Issued $632.8M notes (Classes A-G) and $42.2M preferred shares via BRSP 2024-FL2 CLO.

• July 30, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  BrightSpire Q2 GAAP net loss $67.9M; dividend cut to $0.16/share

  GAAP net loss to common stockholders of ($67.9M), or ($0.53) per diluted share.

• May 16, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×3

  BrightSpire Capital 2024 annual meeting results: directors elected, comp approved, EY ratified

  All six director nominees elected: Catherine D. Rice (71.3M for), Kim S. Diamond (70.6M), Catherine Long (70.4M), Vernon B. Schwartz (71.1M), John E. Westerfield (65.0M), Michael J. Mazzei (71.2M).

• May 1, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  BrightSpire Capital Q1 2024 GAAP net loss of $57.1M ($0.45/share); distributable earnings $0.17/share

  GAAP net loss attributable to common stockholders of $57.1M ($0.45 per share) for Q1 2024.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

5 positive 3 negative 13 neutral

source · BRSP on sec.gov