# EDGAR Filing Document

**Accession Number:** 0001351063
**File Stem:** 0001085146-25-005479
**Filing Date:** 2025-8
**Character Count:** 18154
**Document Hash:** 160ba76f1b0b38ac5ab8d1314fa50c76
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005479.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001085146-25-005479

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JACOBS ASSET MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001351063

**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:** 028-11647
- **FILM NUMBER:** 251251710

**BUSINESS ADDRESS:**
- **STREET 1:** 192 LEXINGTON AVENUE
- **STREET 2:** SUITE 901
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10016
- **BUSINESS PHONE:** 212-271-5126

**MAIL ADDRESS:**
- **STREET 1:** 192 LEXINGTON AVENUE
- **STREET 2:** SUITE 901
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10016

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

## N-PX: Filer Information

**Filer CIK:** 0001351063

**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:** JACOBS ASSET MANAGEMENT, LLC

**Address:** 192 Lexington Avenue, NEW YORK, NY 10016

**Telephone number:** 212-271-5526

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-11647

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| BLUE RIDGE              | 095825105 | 10/10/2024     | To approve the Blue Ridge Bankshares, Inc. Amended<br>and Restated 2023 Stock Incentive Plan.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         349377 |                0 | FOR         |                                   349377 | FOR                         |  |
| BANKSHARES, INC.        |  |  |  |  |  |  |  |  |  |  |
| QUINSTREET, INC.        | 74874Q100 | 10/31/2024     | Approval, by advisory vote, of the compensation awarded<br>to QuinStreet, Inc.'s named executive officers as<br>disclosed in the proxy statement.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         500000 |                0 | FOR         |                                   500000 | FOR                         |  |
| A-MARK PRECIOUS         | 00181T107 | 11/13/2024     | To vote, on an advisory basis, to approve the fiscal year<br>2024 compensation of the named executive officers of<br>the Company.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         275000 |                0 | FOR         |                                   275000 | FOR                         |  |
| METALS, INC.            |  |  |  |  |  |  |  |  |  |  |
| AGNC INVESTMENT CORP.   | 00123Q104 | 04/17/2025     | Advisory vote to approve the compensation of our named<br>executive officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         340400 |                0 | FOR         |                                   340400 | FOR                         |  |
| MIDWESTONE FINANCIAL    | 598511103 | 04/22/2025     | To approve, on a non-binding, advisory basis, the<br>compensation of the named executive officers of the<br>Company.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         228017 |                0 | FOR         |                                   228017 | FOR                         |  |
| GROUP, INC.             |  |  |  |  |  |  |  |  |  |  |
| WESTAMERICA             | 957090103 | 04/24/2025     | Approve a non-binding advisory vote on the<br>compensation of our executive officers.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         121771 |                0 | FOR         |                                   121771 | FOR                         |  |
| BANCORPORATION          |  |  |  |  |  |  |  |  |  |  |
| FIRST CITIZENS          | 31946M103 | 04/29/2025     | Non-binding advisory resolution ("say-on-pay" resolution)<br>to approve compensation paid or provided to<br>BancShares' named executive officers as disclosed in the<br>proxy statement for the Annual Meeting.                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8179 |                0 | FOR         |                                     8179 | FOR                         |  |
| BANCSHARES, INC.        |  |  |  |  |  |  |  |  |  |  |
| OFG BANCORP             | 67103X102 | 04/30/2025     | To approve, on an advisory basis, the compensation of<br>the Company's Named Executive Officers as set forth in<br>the accompanying Proxy Statement.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          93315 |                0 | FOR         |                                    93315 | FOR                         |  |
| AG MORTGAGE             | 001228501 | 05/05/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          94109 |                0 | FOR         |                                    94109 | FOR                         |  |
| INVESTMENT TRUST, INC.  |  |  |  |  |  |  |  |  |  |  |
| POPULAR, INC.           | 733174700 | 05/08/2025     | Approve, on an advisory basis, the Corporation's<br>executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         110234 |                0 | FOR         |                                   110234 | FOR                         |  |
| THE PROGRESSIVE         | 743315103 | 05/08/2025     | Cast an advisory vote to approve our executive<br>compensation program.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           7500 |                0 | FOR         |                                     7500 | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| ANGEL OAK MORTGAGE      | 03464Y108 | 05/09/2025     | To approve, on a non-binding advisory basis, a resolution<br>regarding the compensation of the Company's named<br>executive officers.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         274243 |                0 | FOR         |                                   274243 | FOR                         |  |
| REIT, INC.              |  |  |  |  |  |  |  |  |  |  |
| MEDIAALPHA, INC.        | 58450V104 | 05/14/2025     | To approve, on a non-binding advisory basis, the<br>compensation of the Company's named executive<br>officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         408412 |                0 | FOR         |                                   408412 | FOR                         |  |
| INTERNATIONAL           | 459044103 | 05/15/2025     | PROPOSAL TO CONSIDER AND VOTE ON a non-<br>binding advisory resolution to approve the compensation<br>of the Company's named executives as described in the<br>Compensation Discussion and Analysis and the tabular<br>disclosure regarding executive compensation in the<br>Proxy Statement. | SECTION 14A SAY-ON-PAY VOTES |          70000 |                0 | FOR         |                                    70000 | FOR                         |  |
| BANCSHARES              |  |  |  |  |  |  |  |  |  |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| SERVISFIRST             | 81768T108 | 05/15/2025     | To approve, on an advisory vote basis, our executive<br>compensation as described in the accompanying Proxy<br>Statement.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          12922 |                0 | FOR         |                                    12922 | FOR                         |  |
| BANCSHARES, INC.        |  |  |  |  |  |  |  |  |  |  |
| EAGLE FINANCIAL         | 26951R104 | 05/19/2025     | To approve, in an advisory, non-binding vote, the<br>compensation of the Company's named executive<br>officers disclosed in the Proxy Statement.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          88161 |                0 | FOR         |                                    88161 | FOR                         |  |
| SERVICES, INC.          |  |  |  |  |  |  |  |  |  |  |
| LIVE OAK BANCSHARES,    | 53803X105 | 05/19/2025     | Say-on-Pay Vote: Non-binding, advisory proposal to<br>approve compensation paid to our named executive<br>officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          32098 |                0 | FOR         |                                    32098 | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| OLD SECOND BANCORP,     | 680277100 | 05/19/2025     | Proposal to approve on a non-binding, advisory basis, the<br>compensation of the Company's named executive<br>officers, as described in the Company's Proxy Statement.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         403373 |                0 | FOR         |                                   403373 | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| BERKSHIRE HILLS         | 084680107 | 05/20/2025     | A non-binding advisory resolution to approve the<br>compensation of Berkshire's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         137915 |                0 | FOR         |                                   137915 | FOR                         |  |
| BANCORP, INC.           |  |  |  |  |  |  |  |  |  |  |
| BLUE RIDGE              | 095825105 | 05/20/2025     | To approve, in an advisory (non-binding) vote, the<br>Company's named executive officer compensation<br>disclosed in the Proxy Statement.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         425000 |                0 | FOR         |                                   425000 | FOR                         |  |
| BANKSHARES, INC.        |  |  |  |  |  |  |  |  |  |  |
| CHOICEONE FINANCIAL     | 170386106 | 05/20/2025     | Advisory approval of the Company's executive<br>compensation.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         156159 |                0 | FOR         |                                   156159 | FOR                         |  |
| SERVICES, INC.          |  |  |  |  |  |  |  |  |  |  |
| COASTAL FINANCIAL       | 19046P209 | 05/20/2025     | Advisory (non-binding) approval of the compensation<br>paid to named executive officers.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          85000 |                0 | FOR         |                                    85000 | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| FINANCIAL INSTITUTIONS, | 317585404 | 05/21/2025     | Advisory vote to approve the compensation of our named<br>executive officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         124696 |                0 | FOR         |                                   124696 | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| ELLINGTON FINANCIAL     | 28852N109 | 05/21/2025     | The approval, on an advisory basis, of the compensation<br>of the named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          12500 |                0 | FOR         |                                    12500 | FOR                         |  |
| INC.                    |  |  |  |  |  |  |  |  |  |  |
| THE ALLSTATE            | 020002101 | 05/21/2025     | Advisory vote to approve the compensation of the named<br>executives.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          48500 |                0 | FOR         |                                    48500 | FOR                         |  |
| CORPORATION             |  |  |  |  |  |  |  |  |  |  |
| FIRST WESTERN           | 33751L105 | 05/21/2025     | Advisory, non-binding vote to approve the compensation<br>paid to the Company's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         325177 |                0 | FOR         |                                   325177 | FOR                         |  |
| FINANCIAL, INC.         |  |  |  |  |  |  |  |  |  |  |
| WESTERN ALLIANCE        | 957638109 | 05/28/2025     | To approve, on an advisory (non-binding) basis, the<br>compensation of executives.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | FOR         |                                    40000 | FOR                         |  |
| BANCORPORATION          |  |  |  |  |  |  |  |  |  |  |

## N-PX: Signature Block

**Reporting Person:** JACOBS ASSET MANAGEMENT, LLC

**By (Signature):** Sy Jacobs

**By (Printed Signature):** Sy Jacobs

**By (Title):** Managing Partner

**Date:** 08/25/2025