Sotherly Hotels INC

Market Movers (8-K)

Sotherly Hotels Inc. announced the voluntary delisting of its preferred stock from Nasdaq following a change of control and the engagement of an affiliate for asset management services.
Sotherly Hotels Inc. has issued a Change of Control notice to preferred stockholders, detailing their right to convert shares into cash following the recent merger.
Sotherly Hotels Inc. stockholders have approved the merger with KW Kingfisher LLC, with the transaction expected to close in the first quarter of 2026.
Sotherly Hotels Inc. and its LP subsidiary entered a forbearance agreement to address a $37.7 million mortgage loan default on its Georgian Terrace hotel.
Delay expected
Worse than expected
Capital raise
Sotherly Hotels Inc. announced the results of its 2025 Annual Meeting of Stockholders, including the election of six directors and the ratification of its independent auditor.
Sotherly Hotels Inc. received a default notice on a $49.3 million mortgage loan and saw the termination of a $17.75 million real estate sale.
Worse than expected

Quarterly Earnings (10-Q)

Sotherly Hotels Inc. reported a net loss of $5.6 million for Q3 2025, with revenues declining, while announcing a definitive merger agreement for $2.25 per common share and facing significant debt maturities and defaults.
Delay expected
Worse than expected
Capital raise
Sotherly Hotels reports a decline in Q2 2025 revenue and net income, facing significant debt maturities and ongoing property renovations.
Delay expected
Worse than expected
Capital raise
Sotherly Hotels Inc. announces a rise in total revenue and net income for the first quarter of 2025, driven by increased occupancy and food and beverage sales.
Sotherly Hotels Inc. and Sotherly Hotels LP reported a net loss for Q3 2024, despite a revenue increase, as they navigated refinancing activities and operational adjustments.
Worse than expected
Capital raise
Sotherly Hotels Inc. and Sotherly Hotels LP reported a net income of $4.7 million and $6.0 million for the three and six months ended June 30, 2024, respectively, while navigating refinancing activities and operational adjustments.
Worse than expected
Sotherly Hotels Inc. and Sotherly Hotels LP reported a net income of approximately $1.3 million for the first quarter of 2024, alongside strategic refinancing activities and ongoing operational adjustments.
Worse than expected

Annual Reports (10-K)

Sotherly Hotels Inc. outlines the material terms of its common and preferred stock, including ownership restrictions and voting rights, as part of its SEC filings.
Sotherly Hotels Inc. and Sotherly Hotels LP file an amendment to their Annual Report on Form 10-K for the fiscal year ended December 31, 2024, to include information required by Part III regarding directors, executive officers, and corporate governance.
Sotherly Hotels Inc.'s 2024 10-K filing reveals a year of increased revenue offset by rising expenses and strategic financial maneuvers amidst looming debt maturities and evolving market conditions.
Worse than expected
Capital raise
Sotherly Hotels Inc.'s 10-K filing details its capital structure, REIT compliance measures, and ownership restrictions for its common and preferred stock.

Insider Trading (Form 4)

Sotherly Hotels Inc. Director Anthony C. Zinni disposed of 110,164 common shares at $2.25 per share following the company's merger into a subsidiary of KW Kingfisher LLC.
Sotherly Hotels Inc. Director George S. Gibson IV reported the disposition of 76,093 common shares at $2.25 per share following the company's merger.
Sotherly Hotels Inc. Director Maria L. Caldwell disposed of 48,190 shares of common stock at $2.25 per share following the company's merger into a subsidiary of KW Kingfisher LLC.
Sotherly Hotels Director Walter S. Robertson III reported the disposition of 5,250 common shares at $2.25 each, following the company's merger into a subsidiary of KW Kingfisher LLC.
Sotherly Hotels Inc. EVP & COO Scott M. Kucinski reported the disposition of all his common stock holdings following the company's merger into a subsidiary of KW Kingfisher LLC at $2.25 per share.
Sotherly Hotels Inc. Chief Financial Officer, Anthony E. Domalski, reported the disposition of shares following the company's merger into a subsidiary of KW Kingfisher LLC at $2.25 per share.

Proxy Statements (Def-14A)

Sotherly Hotels Inc. stockholders are invited to a special meeting on January 22, 2026, to vote on a proposed all-cash merger with KW Kingfisher LLC for $2.25 per common share.
Better than expected
Capital raise
Sotherly Hotels Inc. announced the deferral and indefinite suspension of preferred stock dividends, citing a board decision on October 27, 2025.
Worse than expected
Delay expected
Sotherly Hotels Inc. has entered into a definitive merger agreement to be acquired by a joint venture led by Kemmons Wilson Hospitality Partners for $2.25 per share in cash.
Better than expected
Capital raise
Sotherly Hotels Inc. announced its 2025 Annual Meeting of Stockholders to address director elections, auditor ratification, and executive compensation votes.
Worse than expected
Delay expected
Sotherly Hotels Inc. will hold its 2024 Annual Meeting of Stockholders on April 30, 2024, to elect directors, ratify the appointment of FORVIS, LLP as the independent accounting firm, and conduct an advisory vote on executive compensation.

Schedule 13D - Activist Investments

Rollins Capital Partners, holding a 9.3% stake in Sotherly Hotels, believes the announced merger undervalues the company and plans to explore alternative acquisition proposals.
Delay expected
Worse than expected

Schedule 13G - Passive Investments

Amos B. Lubin has filed an amendment to Schedule 13G, reporting 0 shares beneficially owned in Sotherly Hotels Inc. as of February 12, 2026.
Trium Capital LLP has filed an amendment to its Schedule 13G, reporting zero shares beneficially owned in Sotherly Hotels Inc. as of February 17, 2026.
Trium Capital LLP, a UK-based investment adviser, has reported a 7.53% passive ownership stake in Sotherly Hotels Inc. common stock.
Amos B. Lubin has increased his beneficial ownership in Sotherly Hotels Inc. to 7.6% of common stock, totaling 1,551,405 shares.
Gator Capital Management and affiliates report a combined 4.89% beneficial ownership in Sotherly Hotels, Inc. Common Stock as of June 30, 2025.
Amos B. Lubin has filed a Schedule 13G, disclosing beneficial ownership of 5.3% of Sotherly Hotels Inc.'s common stock for investment purposes.