DEFA14A ·Filed Jun 3, 2026

TWOD

TWO HARBORS INVESTMENT CORP.
NEUTRAL
Impact 3/10
Horizonweeks Processed4mo ago SEC0001104659-26-069833
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the stockholder vote on the CCM transaction. The outcome is binary — approval likely leads to deal closing and potential delisting; rejection could send shares back to standalone value. No new catalyst in this filing.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
TWOD ▲ +2.64% at T+60d
NEUTRAL call ✓ call won +2.64% · α vs SPY +0.14% · entry $25.39 → $26.06
Entry anchored
May 29, 01:54 PM ET
via exchange tick
T+1d
+0.12%
call +0.12% · α -0.28%
$25.42
settled 4mo ago
T+5d
0.00%
call 0.00% · α +3.82%
$25.39
settled 4mo ago
T+20d
+0.59%
call +0.59% · α +1.59%
$25.54
settled 3mo ago
T+60d
+2.64%
call +2.64% · α +0.14%
$26.06
settled 5w ago

Price Chart

Loading chart...

Executive Summary

Two Harbors Investment Corp. (TWOD) filed additional definitive proxy soliciting materials on June 3, 2026, in connection with its proposed transaction with CrossCountry Intermediate Holdco, LLC, an affiliate of CrossCountry Mortgage, LLC (CCM). The filing is a routine communication reminding stockholders to vote on the proposed CCM transaction, with no new financial terms or material developments disclosed.

Key Facts

  • Filed DEFA14A on June 3, 2026, as additional soliciting material for the proposed CCM transaction.
  • Definitive proxy statement was filed on April 20, 2026, and mailed to stockholders on or about that date.
  • The proposed transaction requires stockholder approval; no new financial terms or deal value disclosed in this filing.
  • Cross-filing context includes dissident-proxy-activist and dissident-proxy-exec-change amplifiers, but no specific activist demands or executive changes are detailed in the provided documents.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • Stockholder approval may not be obtained, risking deal termination.
  • Market price of TWOD common stock could be adversely affected by deal-related announcements or litigation.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
0% bullish (16 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-069833
Document: 0001104659-26-069833-index-headers.html0001104659-26-069833
Document: 0001104659-26-069833-index.html0001104659-26-069833
Document: 0001104659-26-069833.txt0001104659-26-069833
25 reports for TWOD
Performance horizon
100% Hit rate 12 of 12 directional calls best @ T+60▲ +2.96%Jun 8, 2026
Filters
Rows
Reports for TWOD — sortable, filterable
TypeNow
Jun 8, 2026
16w ago
DEFA14A
MIXED ★ 7/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 8, 2026
16w ago
DEFA14A
BULLISH ★ 7/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 8, 2026
16w ago
8-K
NEUTRAL ★ 2/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 3, 2026
17w ago
DEFA14A
NEUTRAL ★ 3/10
$25.39 $26.06▲ +2.64%▲ +0.14%$26.33 (+3.70%)
May 19, 2026
19w ago
DEFA14A
NEUTRAL ★ 5/10
$25.24 $25.38▲ +0.55%▼ −4.45%$26.33 (+4.32%)
May 19, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$25.24 $25.38▲ +0.55%▼ −4.45%$26.33 (+4.32%)
May 15, 2026
20w ago
DEFA14A
BEARISH ★ 7/10
$25.30 $25.28▲ +0.08%▲ +4.59%$26.33 (−4.07%)
May 15, 2026
20w ago
8-K
BEARISH ★ 7/10
$25.30 $25.28▲ +0.08%▲ +4.59%$26.33 (−4.07%)
May 14, 2026
20w ago
144
NEUTRAL ★ 2/10
$25.30 $25.28▼ −0.08%▼ −4.59%$26.33 (+4.07%)
May 14, 2026
20w ago
DEFA14A
NEUTRAL ★ 3/10
$25.26 $25.35▲ +0.36%▼ −3.23%$26.33 (+4.24%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (36h 10m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access