Source-grounded facts extracted from Terra Property Trust, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Terra Property Trust, Inc. shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm for fiscal year 2026 at the 2026-06-18 meeting.
“The stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the 2026 fiscal year. The votes with respect to the ratification of the appointment of KPMG LLP were as follows: Total Votes For Total Votes Against Abstentions Broker Non-Votes 11,781,421.172 793,255.908 521,005.691 0”
Shareholder Votes
Terra Property Trust, Inc. shareholders approved Election of five director nominees to serve until 2027 annual meeting at the 2026-06-18 meeting.
“The Company’s stockholders elected all five director nominees to serve until the 2027 annual meeting of stockholders and until their respective successors are duly elected and qualify. The votes with respect to the election of each of the five directors were as follows: Director Votes For Votes Withheld Broker Non-Votes Vikram S. Uppal 11,313,359.485 1,782,323.286 0 Roger H. Beless 11,413,366.251 1,682,316.520 0 Michael L. Evans 11,387,579.487 1,708,103.284 0 Spencer E. Goldenberg 11,413,928.411 1,681,754.360 0 Gaurav Misra 11,277,621.624 1,818,061.147 0”
Debt Financings
Terra Property Trust, Inc. incurred senior notes of $25,578,000 with U.S. Bank Trust Company, National Association at 7.00% per annum maturing March 31, 2029.
“On March 30, 2026 (the "Issue Date"), the Company issued Exchange Notes with an aggregate principal balance of $25,578,000.”
Material Agreements
Terra Property Trust, Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $25,578,000 (effective 2026-03-30).
“On March 30, 2026 (the “Issue Date”), the Company issued Exchange Notes with an aggregate principal balance of $25,578,000. The Exchange Notes were issued pursuant to an Indenture (the “Indenture”), dated March 30, 2026, by and between the Company and U.S. Bank Trust Company, National Association, in its capacity as trustee and collateral agent”
Debt Financings
Terra Property Trust, Inc. amended revolving credit with Western Alliance Bank maturing June 30, 2025.
“the facility agreement governing the revolving line of credit with WAB was amended to extend the maturity date of the facility agreement to June 30, 2025 and require an additional monthly payment of principal.”
Sarah Schwarzschild was appointed as Chief Operating Officer at Terra Property Trust, Inc..
“on February 27, 2024, the Board of Directors of the Company appointed Sarah Schwarzschild to serve as the Company’s Chief Operating Officer, effective immediately.”
Sarah Schwarzschild was appointed as Chief Operating Officer at Terra Property Trust, Inc..
“On February 27, 2024, the Board of Directors (the “Board”) of Terra Property Trust, Inc. (the “Company”) appointed Sarah Schwarzschild to serve as the Company’s Chief Operating Officer, effective immediately.”
Governance Changes
Terra Property Trust, Inc.: Filed Second Articles of Amendment and Restatement to permit earlier conversion of Class B Common Stock into Class A Common Stock upon a direct listing and to include springing provisions required by NASAA REIT Guidelines (effective 2023-12-01).
“On December 1, 2023, Terra Property Trust, Inc., a Maryland corporation (the “Company”), filed the Second Articles of Amendment and Restatement of the Company (the “Second Articles”) with the State Department of Assessments and Taxation of Maryland (“SDAT”).”
Shareholder Votes
Terra Property Trust, Inc. shareholders approved Approve the Second Articles of Amendment at the 2023-11-30 meeting.
“Stockholders representing 20,094,102.6 shares, or 82.5%, of the 24,335,711 outstanding shares of Class B Common Stock were present in person or by proxy, constituting a quorum under applicable law. A summary of voting results with respect to the proposal is set forth below. Proposal 1. The Company’s stockholders voted on a proposal to approve the Second Articles. The votes with respect to the proposal to approve the Second Articles were as follows: Total Votes For Total Votes Against Abstentions Broker Non-Votes 20,034,169.6 34,264 25,669 0”
Material Agreements
Terra Property Trust, Inc. terminated Agreement and Plan of Merger with Western Asset Mortgage Capital Corporation (effective 2023-08-08).
“x Item 1.02. Termination of a Material Definitive Agreement. As previously disclosed, on June 27, 2023, Terra Property Trust, Inc., a Maryland coroporation (“TPT”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Western Asset Mortgage Capital Corporation, a Delaware corporation (“WMC”). On July 27, 2023, WMC notified TPT that its board of directors determined that a proposal from AG Mortgage Investment Trust, Inc. (“MITT”) to acquire WMC was a “Parent Superior Proposal” under the Merger Agreement and that WMC’s board of directors intended to terminate the Merger Agreement unless WMC received a revised proposal from TPT by a specified deadline such that the WMC board of directors determined that MITT’s proposal was no longer a “Parent Superior Proposal.” On August 8, 2023, WMC terminated the Merger Agreement pursuant to its terms (the “Termination”), and TPT was paid a termination fee of $3,000,000.”
Shareholder Votes
Terra Property Trust, Inc. shareholders approved Ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the 2023 fiscal year at the 2023-06-22 meeting.
“Proposal 2. The stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the 2023 fiscal year.”
Shareholder Votes
Terra Property Trust, Inc. shareholders approved Election of six director nominees to serve until the 2024 annual meeting of stockholders at the 2023-06-22 meeting.
“Proposal 1. The Company’s stockholders elected all six director nominees to serve until the 2024 annual meeting of stockholders and until their respective successors are duly elected and qualify.”
Gaurav Misra was appointed as Director at Terra Property Trust, Inc..
“As of the Effective Time and in accordance with the Merger Agreement, the Board increased the size of the Board by three members and elected each of Spencer Goldenberg, Adrienne Everett and Gaurav Misra (collectively, the “Terra BDC Designees”) to the Board to fill the vacancies on the Board created by such increase”
Adrienne Everett was appointed as Director at Terra Property Trust, Inc..
“As of the Effective Time and in accordance with the Merger Agreement, the Board increased the size of the Board by three members and elected each of Spencer Goldenberg, Adrienne Everett and Gaurav Misra (collectively, the “Terra BDC Designees”) to the Board to fill the vacancies on the Board created by such increase”
Spencer Goldenberg was appointed as Director at Terra Property Trust, Inc..
“As of the Effective Time and in accordance with the Merger Agreement, the Board increased the size of the Board by three members and elected each of Spencer Goldenberg, Adrienne Everett and Gaurav Misra (collectively, the “Terra BDC Designees”) to the Board to fill the vacancies on the Board created by such increase”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.