Redwood Trust, Inc. filings document the specialty finance company's housing credit platforms, public securities, governance, and recurring capital markets disclosures. Form 8-K reports include operating results, shareholder letters, supplemental financial tables, Regulation FD materials, dividend declarations, dividend tax characterization, and announcements tied to mortgage loan distribution and securitization activity.
Proxy materials cover annual meeting matters, board and executive compensation disclosures, equity awards, and stockholder voting. The filing record also identifies the company's NYSE-listed common stock, Series A fixed-rate reset cumulative redeemable preferred stock, and senior notes due 2029 and 2030, connecting capital structure disclosures with Redwood's mortgage banking and investment portfolio activity.
Redwood Trust, Inc. filing shows Bay Pond Partners, L.P. reports beneficial ownership of 4,500,421 shares of Common Stock, representing 3.60% of the class. The Schedule 13G/A is signed on 05/15/2026 and lists shared voting and shared dispositive power over these shares.
Redwood Trust, Inc. reported beneficial ownership disclosures from Wellington-affiliated entities showing a combined 8.84% stake in Common Stock. The filing lists shared voting and dispositive power of 10,634,498 and 11,046,498 shares across Wellington firms and identifies the reporting entities and their relationships.
The Schedule 13G/A amendment is signed by Matthew Revell as Compliance Manager for the four Wellington reporting entities and describes ownership held of record by clients of Wellington investment advisers.
Redwood Trust, Inc. reported a small net loss for the quarter ended March 31, 2026. The company generated total interest income of $356.9 million, up from $272.1 million a year earlier, but higher interest expense of $322.2 million and fair value losses on investments reduced profitability.
Non‑interest income was $29.2 million, down from $45.9 million, as investment fair value changes turned negative. After operating expenses, Redwood posted a net loss of $5.5 million, versus net income of $16.1 million in the prior‑year quarter, and a basic and diluted loss per common share of $0.07. Total assets increased to $26.8 billion, while equity declined modestly to $956.7 million, reflecting the loss and common and preferred dividends.
REDWOOD TRUST INC director Debora Horvath converted deferred stock-based compensation into common shares. On May 1, 2026, she exercised and distributed 25,065 Deferred Stock Units into an equal number of Redwood Trust common shares in line with her executive deferred compensation election.
The conversion occurred under the company’s Amended and Restated Executive Deferred Compensation Plan, after a mandatory holding period and based on the fair market value of the stock on the transaction date. Following these transactions, she indirectly holds 128,307 common shares in a trust and 9,568.49 common shares through an IRA.
Redwood Trust Inc reports a Schedule 13G showing Vanguard Capital Management beneficially owns 6,613,624 shares of Common Stock. The filing states this equals 5.29% of the class and reports 906,334 shares as sole voting power and 6,613,624 as sole dispositive power as of 03/31/2026. The filing is signed on 04/30/2026.
Redwood Trust, Inc. reported first quarter 2026 results with a GAAP net loss of $7.3 million, or $(0.07) per basic and diluted share, while non-GAAP Earnings Available for Distribution ("EAD") were $27.1 million, or $0.21 per share, covering the $0.18 common dividend. Mortgage banking production reached a record $8.5 billion, up from $7.3 billion in the prior quarter, marking a third consecutive quarterly record.
GAAP book value per common share was $7.12 at March 31, 2026, down from $7.36 at December 31, 2025, producing an economic return on book value of (0.8)%. Sequoia locked $6.5 billion of loans with a 0.96% gain-on-sale margin and sharply lower cost per loan, while Aspire locked $1.6 billion and completed its inaugural SPIRE non-QM securitization of $391 million. CoreVest funded $432 million of loans and posted a segment GAAP net loss of $(3.4) million driven by $5.0 million of organizational restructuring expenses.
Legacy Investments recorded a GAAP net loss of $(13.1) million, and capital allocation to this segment declined to 15% of total invested capital. Unrestricted cash and cash equivalents were $202 million and recourse debt was $4.7 billion at March 31, 2026, with total assets of $26.8 billion.
Redwood Trust, Inc. reported first quarter 2026 results with a GAAP net loss of $7.3 million, or $(0.07) per basic and diluted share, while non-GAAP Earnings Available for Distribution ("EAD") were $27.1 million, or $0.21 per share, covering the $0.18 common dividend. Mortgage banking production reached a record $8.5 billion, up from $7.3 billion in the prior quarter, marking a third consecutive quarterly record.
GAAP book value per common share was $7.12 at March 31, 2026, down from $7.36 at December 31, 2025, producing an economic return on book value of (0.8)%. Sequoia locked $6.5 billion of loans with a 0.96% gain-on-sale margin and sharply lower cost per loan, while Aspire locked $1.6 billion and completed its inaugural SPIRE non-QM securitization of $391 million. CoreVest funded $432 million of loans and posted a segment GAAP net loss of $(3.4) million driven by $5.0 million of organizational restructuring expenses.
Legacy Investments recorded a GAAP net loss of $(13.1) million, and capital allocation to this segment declined to 15% of total invested capital. Unrestricted cash and cash equivalents were $202 million and recourse debt was $4.7 billion at March 31, 2026, with total assets of $26.8 billion.
Redwood Trust, Inc. announced a strategic joint venture with Castlelake, L.P. to purchase up to $8 billion of Sequoia-sourced prime jumbo mortgage loans. The venture can scale further, including acquiring seasoned loans from bank balance sheets.
Under the arrangement, Redwood’s Sequoia platform will source, aggregate and diligence loans that meet defined eligibility criteria, aiming for consistent execution and high-quality asset selection. Sequoia has purchased roughly $100 billion of loans and securitized over $50 billion since inception, while Castlelake has acquired or financed more than $10 billion in residential and commercial loans since 2024 and manages about $36 billion of assets.
Redwood Trust, Inc. announced a strategic joint venture with Castlelake, L.P. to purchase up to $8 billion of Sequoia-sourced prime jumbo mortgage loans. The venture can scale further, including acquiring seasoned loans from bank balance sheets.
Under the arrangement, Redwood’s Sequoia platform will source, aggregate and diligence loans that meet defined eligibility criteria, aiming for consistent execution and high-quality asset selection. Sequoia has purchased roughly $100 billion of loans and securitized over $50 billion since inception, while Castlelake has acquired or financed more than $10 billion in residential and commercial loans since 2024 and manages about $36 billion of assets.
Redwood Trust Inc. Chief Legal Officer Andrew P. Stone converted performance-based equity awards into common stock as part of executive compensation. He exercised 8,031 Performance Stock Units into an equal number of common shares, reflecting previously granted awards.
To cover income tax obligations on this distribution and conversion, 9,407 Performance Stock Units were withheld as a tax-withholding disposition approved by the Compensation Committee, rather than sold on the market. Following these transactions, Stone directly holds 178,631 shares of Redwood Trust common stock, and no Performance Stock Units from this original grant date remain outstanding.
REDWOOD TRUST INC Chief Human Resource Officer Sasha G. Macomber converted Performance Stock Units into common stock as part of compensation. Macomber exercised 8,031 Performance Stock Units into 8,031 shares of common stock under the Executive Deferred Compensation Plan, based on the fair market value on the transaction date.
To cover income tax obligations related to this distribution and conversion, 9,407 Performance Stock Units were withheld in a Compensation Committee–approved tax-withholding transaction, rather than sold in the open market. After these events, Macomber directly holds 90,403 shares of common stock, and no Performance Stock Units from the same original grant date remain outstanding.
Redwood Trust Inc. Chief Financial Officer Brooke Carillo reported routine compensation-related equity transactions involving performance stock units under the Executive Deferred Compensation Plan. On the transaction date, 22,579 underlying shares of common stock were withheld to cover income taxes related to the distribution and/or conversion of Performance Stock Units, as approved by the Compensation Committee.
Carillo then exercised 19,274 Performance Stock Units, converting them into 19,274 shares of common stock. Following this conversion, no Performance Stock Units from the same original grant date remain beneficially owned, and direct holdings of Redwood Trust common stock increased to 114,416 shares. The filing reflects non-market transactions tied to previously granted equity awards rather than open-market buying or selling.