# EDGAR Filing Document

**Accession Number:** 0001767366
**File Stem:** 0000902664-25-003921
**Filing Date:** 2025-8
**Character Count:** 18529
**Document Hash:** 6b0125f9b9dff16c59dc4c8e25b3c9ec
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-003921.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000902664-25-003921

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bayview Asset Management, LLC
- **CENTRAL INDEX KEY:** 0001767366

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19133
- **FILM NUMBER:** 251281388

**BUSINESS ADDRESS:**
- **STREET 1:** 4425 PONCE DE LEON BLVD.
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146
- **BUSINESS PHONE:** (305) 854-8880

**MAIL ADDRESS:**
- **STREET 1:** 4425 PONCE DE LEON BLVD.
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001767366

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Bayview Asset Management, LLC

**Address:** 4425 PONCE DE LEON BLVD., CORAL GABLES, FL 33146

**Telephone number:** 305-854-8880

**Name of agent for service:** Carlos Portugal

**Agent Address:** 4425 Ponce de Leon Blvd, Coral Gables, FL 33146

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-19133

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300YJRSPSK5DWGL35

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                     | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                           | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AXOS FINANCIAL, INC.               | 05465C100 | 11/14/2024     | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             52 |                0 | For         |                                       52 | FOR                         |  |
| LENNAR CORP                        | 526057104 | 04/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3105 |                0 | For         |                                     3105 | FOR                         |  |
| U.S. BANCORP                       | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          18211 |                0 | For         |                                    18211 | FOR                         |  |
| BANK OF NEW YORK MELLON CORP       | 064058100 | 04/15/2025     | Advisory resolution to approve the 2024 compensation of our named executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            249 |                0 | For         |                                      249 | FOR                         |  |
| HUNTINGTON BANCSHARES INC          | 446150104 | 04/16/2025     | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          19550 |                0 | For         |                                    19550 | FOR                         |  |
| REGIONS FINANCIAL CORP             | 7591EP100 | 04/16/2025     | Advisory Vote to Approve Regions' Executive Compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          14485 |                0 | For         |                                    14485 | FOR                         |  |
| NORTHERN TRUST CORP                | 665859104 | 04/22/2025     | Approval, by an advisory vote, of the 2024 compensation of the Corporation's named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           4715 |                0 | For         |                                     4715 | FOR                         |  |
| BANK OF AMERICA CORP               | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          26367 |                0 | For         |                                    26367 | FOR                         |  |
| PNC FINANCIAL SERVICES GROUP, INC. | 693475105 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3016 |                0 | For         |                                     3016 | FOR                         |  |
| GLOBE LIFE INC.                    | 37959E102 | 04/24/2025     | Approval of 2024 Executive Compensation:                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           7844 |                0 | For         |                                     7844 | FOR                         |  |
| CITIGROUP INC                      | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           7194 |                0 | For         |                                     7194 | FOR                         |  |
| TRUIST FINANCIAL CORP              | 89832Q109 | 04/29/2025     | Advisory vote to approve Truist's executive compensation program.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          10500 |                0 | For         |                                    10500 | FOR                         |  |
| PULTEGROUP, INC                    | 745867101 | 04/30/2025     | Say-on-pay: Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           3010 |                0 | For         |                                     3010 | FOR                         |  |
| ESSENT GROUP LTD.                  | G3198U102 | 05/07/2025     | PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           8110 |                0 | For         |                                     8110 | FOR                         |  |
| POPULAR, INC.                      | 733174700 | 05/08/2025     | Approve, on an advisory basis, the Corporation's executive compensation.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          11301 |                0 | For         |                                    11301 | FOR                         |  |
| FIRST AMERICAN FINANCIAL CORP      | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          14088 |                0 | For         |                                    14088 | FOR                         |  |
| STATE STREET CORP                  | 857477103 | 05/14/2025     | To approve an advisory proposal on executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          15473 |                0 | For         |                                    15473 | FOR                         |  |
| OLD NATIONAL BANCORP               | 680033107 | 05/14/2025     | Approval of a non-binding advisory proposal on the compensation of the Company's named executive officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          10738 |                0 | For         |                                    10738 | FOR                         |  |
| JPMORGAN CHASE  CO                 | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1610 |                0 | For         |                                     1610 | FOR                         |  |
| JONES LANG LASALLE INC             | 48020Q107 | 05/21/2025     | Approval, on an advisory basis, of JLL's Executive Compensation ("Say on Pay").                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1859 |                0 | For         |                                     1859 | FOR                         |  |
| AVALONBAY COMMUNITIES INC          | 053484101 | 05/21/2025     | To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement. | SECTION 14A SAY-ON-PAY VOTES |           3085 |                0 | For         |                                     3085 | FOR                         |  |
| WEBSTER FINANCIAL CORP             | 947890109 | 05/21/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers of Webster (Proposal 2).                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          10029 |                0 | For         |                                    10029 | FOR                         |  |
| TAYLOR MORRISON HOME CORP          | 87724P106 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3536 |                0 | For         |                                     3536 | FOR                         |  |
| RITHM CAPITAL CORP.                | 64828T201 | 05/22/2025     | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          75465 |                0 | For         |                                    75465 | FOR                         |  |
| BANKUNITED, INC.                   | 06652K103 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           7201 |                0 | For         |                                     7201 | FOR                         |  |
| SCHWAB CHARLES CORP                | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           4122 |                0 | For         |                                     4122 | FOR                         |  |
| FINANCIAL INSTITUTIONS INC         | 317585404 | 05/28/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          66773 |                0 | For         |                                    66773 | FOR                         |  |
| FIRST BUSEY CORP                   | 319383204 | 05/29/2025     | To approve, in a non-binding, advisory vote, the compensation of our named executive officers, as described in the accompanying proxy statement, which is referred to as a "say-on-pay" proposal.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          17096 |                0 | For         |                                    17096 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Bayview Asset Management, LLC

**By (Signature):** Carlos Portugal

**By (Printed Signature):** Carlos Portugal

**By (Title):** CCO

**Date:** 08/29/2025