Welcome to our dedicated page for Chatham Lodging SEC filings (Ticker: CLDT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Chatham Lodging Trust (NYSE: CLDT) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, alongside AI-generated summaries to help interpret key points. Chatham is a Maryland-organized, self-advised lodging REIT, and its filings with the U.S. Securities and Exchange Commission document material events, financial performance and capital structure details.
Investors can review Form 8-K reports in which Chatham Lodging Trust announces quarterly results, such as operating performance for the three months ended March 31, June 30 and September 30 of a given year. These filings typically incorporate press releases that present RevPAR, ADR, occupancy, GOP margin, Hotel EBITDA margin, Adjusted EBITDA, FFO and Adjusted FFO. Other 8-K filings describe material definitive agreements, including the credit agreement that established a $500 million unsecured revolving loan and term loan facility, with information on maturity, interest rate spreads over adjusted term SOFR and covenant terms.
Through this page, users can also follow disclosures related to debt and leverage, including net debt levels, fixed-rate mortgage debt, term loan balances and revolving credit facility usage, as well as the company’s leverage ratio based on net debt to hotel investments at cost. Filings may also reference dividends on common and preferred shares and the authorization and use of a share repurchase program.
Stock Titan’s tools surface new filings in near real time from EDGAR and apply AI to highlight important sections, explain complex language and point out items that may affect CLDT shareholders, such as changes in credit arrangements or updates on operating results. Users can quickly scan summaries and then open the full SEC documents for detailed review.
Chatham Lodging Trust entered a new unsecured credit agreement providing a $300 million revolving loan and a $200 million funded term loan to replace its prior $260 million revolver and $140 million term loan. The funded term loan repaid $60 million of prior revolver borrowings and $140 million of the prior term loan, creating a total $500 million facility that matures on September 25, 2029 with options to extend maturity by 12 months.
Interest on revolver borrowings is set by a leverage-based grid over adjusted term SOFR ranging from 1.5%–2.25% (stated current rate 1.6%). Term loan pricing is a leverage-based grid over adjusted term SOFR ranging from 1.45%–2.2% (noted as a 0.10% decrease from the prior facilities). The Company and certain subsidiaries guarantee the Operating Partnership’s obligations; additional subsidiaries may be required to become guarantors. The agreement includes customary covenants, representations, and default remedies. A press release about the refinancing was issued on September 26, 2025.
Fuller & Thaler Asset Management, Inc. filed an amendment to Schedule 13G reporting beneficial ownership of 2,123,116.34 shares of Chatham Lodging Trust common stock, representing 4.33% of the class. The filer reports sole voting power for 2,089,959.34 shares and sole dispositive power for 2,123,116.34 shares. The filing indicates the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The filer is a California-registered investment adviser and lists its principal office in San Mateo, California.
Chatham Lodging Trust is reported to have significant institutional ownership disclosed by Donald Smith & Co., Inc. and DSCO Value Fund, L.P. Together the reporting persons beneficially own 4,817,121 shares of the issuer's common stock, representing 9.83% of the outstanding class. The filing breaks down voting and dispositive authority: Donald Smith & Co., Inc. holds sole voting power over 4,425,603 shares and sole dispositive power over 4,773,080 shares, while DSCO Value Fund holds 44,041 shares with sole voting and dispositive power.
The statement clarifies that Donald Smith & Co., Inc. acts as an investment adviser and reports these securities on behalf of advisory clients; the firm does not serve as custodian and clients retain the ultimate right to receive dividends or sale proceeds. The disclosure lists ownership classifications and refers to an exhibit identifying group members where applicable.