SCHEDULE: Adamas Trust Inc. Shareholder Disclosure Amendment

Sentiment:

Beneficial Ownership Filing Amendment


Howard Amster and associated entities filed an amendment to their Schedule 13D, reporting a total beneficial ownership of 4.9% in Adamas Trust Inc. common stock, and detailing significant share sales over the past 60 days.

Summary

  • This filing is an amendment (Amendment No. 1) to a previously filed Schedule 13D concerning Adamas Trust Inc. (formerly New York Mortgage Trust, Inc.).
  • The reporting persons, primarily Howard Amster and various entities he controls or is associated with, collectively beneficially own 4,381,764 shares of common stock, representing 4.9% of the outstanding shares as of July 24, 2026.
  • The filing details transactions over the past 60 days, all of which were sales of common stock on the open market by Howard Amster.
  • These sales occurred between June 25, 2026, and August 20, 2026, with a total of 1,256,600 shares sold.
  • The weighted average sale price ranged from $9.11 to $10.24 per share during this period.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, primarily due to the significant sales of shares by a major beneficial owner, which could indicate a lack of confidence or a need for liquidity, despite the filing being an amendment to a previous disclosure.

Positives

  • The filing provides transparency regarding the beneficial ownership and recent trading activity of a significant shareholder.
  • The reporting persons continue to hold a substantial stake, indicating ongoing interest in the company.

Negatives

  • Howard Amster and associated entities have sold a significant number of shares (1,256,600) over the past 60 days.
  • The sales represent a notable reduction in the beneficial ownership percentage from previous filings, although the exact prior percentage is not detailed here.
  • The filing does not provide a specific reason for the sales, which could be interpreted negatively by the market.

Risks

  • The substantial sales by a major beneficial owner could signal a lack of confidence in the company's future prospects or a need for personal liquidity, potentially impacting investor sentiment.
  • Continued selling pressure from this group could negatively affect the stock price.

Future Outlook

No specific forward-looking statements or guidance are provided in this amendment, which focuses on past transactions and current beneficial ownership.

Industry Context

StockSavvy.ai notes that Schedule 13D filings are crucial for tracking significant ownership changes in publicly traded companies. This amendment, detailing substantial sales by a major holder, is particularly noteworthy in the real estate investment trust (REIT) sector, where such shifts can sometimes precede strategic changes or reflect market sentiment towards the sector.

Stakeholder Impact

  • Shareholders may view the significant sales by a major beneficial owner with concern, potentially leading to downward pressure on the stock price.
  • The company's board and management will need to address any investor concerns arising from this ownership change.

Next Steps

  • Monitor future filings from Howard Amster and associated entities for any further changes in beneficial ownership.
  • Observe Adamas Trust Inc.'s stock performance and any subsequent corporate announcements for context regarding the share sales.

Key Dates

DateDescription
05/20/2019Date of establishment for Howard Amster 2019 Charitable Remainder Trust #1
05/20/2019Date of establishment for Howard Amster 2019 Charitable Remainder Unitrust #2
05/20/2019Date of establishment for Howard Amster 2019 Charitable Remainder Unitrust #3
05/20/2019Date of establishment for Howard Amster 2019 Charitable Remainder Unitrust #4
05/20/2019Date of establishment for Howard Amster 2019 Charitable Remainder Unitrust #5
03/18/1993Date of establishment for Howard Amster and Tamra Gould Charitable Remainder Unitrust
04/22/1998Date of establishment for Howard Amster Charitable Remainder Unitrust
01/11/2005Date of establishment for Howard Amster Charitable Remainder Unitrust
08/10/2021Date of establishment for Howard Amster 2021 Charitable Remainder Unitrust #1
08/10/2021Date of establishment for Howard Amster 2021 Charitable Remainder Unitrust #2
11/23/2021Date of establishment for Howard Amster 2021 Charitable Remainder Unitrust #3
03/09/2022Date of establishment for Howrad Amster 2022 Charitable Remainder Unitrust #1
02/26/2025Date of initial Schedule 13D filing
06/25/2026First reported sale date of common stock
07/24/2026Date as of which shares of common stock outstanding were reported by the Issuer
08/20/2026Last reported sale date of common stock and date of event requiring filing
08/25/2026Date of signature for the amendment

Recommendation

hold

The filing indicates significant selling activity by a major shareholder, which is a negative signal. However, the shareholder still retains a substantial stake (4.9%), and the filing is an amendment to a prior disclosure without new strategic information. Therefore, a 'hold' recommendation is appropriate pending further clarity on the reasons for the sales and the company's future performance.

Keywords

Adamas Trust Inc., Schedule 13D, Beneficial Ownership, Shareholder Activity, Stock Sales, Howard Amster, Amendment, New York Mortgage Trust

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