AG Mortgage Investment Trust, Inc.: directors' dealings · United States · SEC (Form 4)

About AG Mortgage Investment Trust, Inc.

AG Mortgage Investment Trust, Inc. (NYSE: MITT) is a U.S.-listed mortgage REIT focused on investing in and financing a diversified portfolio of residential mortgage-related assets in the United States. The company was incorporated in Maryland on March 1, 2011 and began operations in July 2011. Its headquarters are in New York, at 245 Park Avenue, 26th Floor, New York, NY 10167, United States. MITT’s business model is built around income generation and long-term shareholder returns through dividends and capital appreciation, which is typical of a publicly traded mortgage REIT. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001514281/000151428125000062/mitt-20250331.htm?utm_source=openai)) Operationally, MITT reports one operating segment, “Loans and Securities.” Its portfolio includes residential mortgage loans, securitized residential mortgage loans, real estate securities, and some legacy commercial exposures. The company finances many of these assets using short-term funding and, where market conditions allow, securitization structures that provide longer-term, non-recourse financing. That combination gives MITT a flexible but market-sensitive model, with performance tied to mortgage spreads, financing costs, credit performance, and interest-rate conditions in the U.S. mortgage market. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001514281/000151428125000062/mitt-20250331.htm?utm_source=openai)) A key strategic differentiator is Arc Home, a residential mortgage originator and servicer in which MITT has built a meaningful stake. In 2025, the company increased its ownership in Arc Home, expanding its vertical integration and deepening its exposure to origination, servicing income, and mortgage banking activities. For investors, this matters because it can improve deal flow into the portfolio and diversify earnings beyond pure spread investing, although it also increases sensitivity to the health of the U.S. housing and mortgage origination environment. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1514281/000151428125000083/a8k-6302025xexhibit991.htm?utm_source=openai)) From a competitive standpoint, MITT is a mid-sized listed mortgage REIT rather than a large diversified financial institution. Its niche is residential non-agency credit and mortgage securitization, supported by active risk management across funding, duration, and credit. Recent corporate updates highlighted portfolio growth, a higher common dividend, and improving contribution from Arc Home, suggesting that management has been executing on a vertically integrated strategy despite a still-volatile rate backdrop. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1514281/000162828025057427/a8k-121625xexhibit991.htm?utm_source=openai)) For market context, it is important to note that MITT is listed on the NYSE in the United States, making it relevant for U.S. equity and REIT investors rather than European listing venues. Also, in December 2025 the company changed its name to TPG Mortgage Investment Trust, Inc.; however, the MITT ticker remains the reference point for historical filings and recent SEC-reported activity. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1514281/000162828025057427/a8k-121625xexhibit991.htm?utm_source=openai))