Welcome to our dedicated page for Rlj Lodging Tr SEC filings (Ticker: RLJ), 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.
RLJ Lodging Trust filings document a Maryland real estate investment trust with common shares of beneficial interest listed on the New York Stock Exchange under RLJ. Current reports furnish quarterly and annual operating results, including hotel portfolio revenue measures and non-GAAP lodging REIT metrics, and disclose material agreements involving the operating partnership, credit facilities, term loans and mortgage financing.
Proxy materials describe annual meeting matters, board and shareholder voting items, corporate governance practices, portfolio summaries and equity compensation plans such as the 2026 Equity Incentive Plan. The filing record also documents executive officer appointments, Section 12(b) security information, and the formal exhibits used to report press releases and financing agreements.
Hale Leslie D. reported acquisition or exercise transactions in this Form 4 filing.
RLJ Lodging Trust reported that President and CEO Leslie D. Hale received a grant of 385,783 common shares on February 20, 2026. The shares were valued at $8.23 per share for reporting purposes, and Hale held 2,141,414 common shares following the award.
These are restricted shares that vest in equal installments over three years on each yearly anniversary of the grant date, under the RLJ Lodging Trust 2021 Equity Incentive Plan. This reflects equity-based compensation rather than an open-market purchase.
Gormsen Christopher Andrew reported acquisition or exercise transactions in this Form 4 filing.
RLJ Lodging Trust reported that Chief Accounting Officer Christopher Andrew Gormsen received a grant of 36,452 common shares on February 20, 2026. The restricted shares were valued at $8.23 per share and increased his directly held stake to 223,639 shares.
The shares are restricted stock that will vest in equal installments over three years on each anniversary of the grant date, and were issued under the RLJ Lodging Trust 2021 Equity Incentive Plan.
RLJ Lodging Trust reported that EVP and COO Thomas Bardenett acquired 103,280 common shares through a grant/award on February 20, 2026. The award was priced at $8.23 per share and consists of restricted shares that vest ratably over three years on each yearly anniversary of the grant date.
Following this equity grant under the RLJ Lodging Trust 2021 Equity Incentive Plan, Bardenett’s direct holdings increased to 487,435 common shares, aligning a portion of his compensation with the company’s long-term performance.
RLJ Lodging Trust has executed a broad refinancing that pushes all of its debt maturities out beyond 2028 and is expected to address its $500 million senior notes maturing in July 2026. The centerpiece is a Sixth Amended and Restated Credit Agreement that extends the $600 million revolving credit facility’s maturity from May 2027 to February 2030, with additional extension options, and adds a new $569 million unsecured delayed-draw term loan replacing a $225 million term loan.
The company now has $225 million outstanding under the new Tranche A-1 Term Loan and $500 million outstanding under an existing Tranche A-2 Term Loan, both unsecured and tied to SOFR- or base-rate-based pricing that varies with leverage. It also put in place a new $150 million unsecured delayed-draw term loan maturing in 2033 and refinanced two mortgage loans totaling about $155 million, extending their final maturity, including extensions, to April 2031. Management highlights that despite today’s higher rate environment, the new facilities were priced on attractive terms and are designed to ladder maturities and support redevelopment, acquisitions, capital spending, dividends and general corporate purposes.
RLJ Lodging Trust’s EVP and COO Thomas Bardenett reported two Form 4 transactions involving common shares used to cover taxes on vested equity. On February 16 and 17, he disposed of 7,283 and 5,315 common shares, respectively, at $8.29 per share through tax-withholding surrenders to the company.
RLJ Lodging Trust executive chairman Robert L. Johnson reported tax-related share dispositions. On February 16 and 17, he surrendered 7,523 and 6,370 common shares, respectively, at $8.29 per share to cover tax withholding on vesting restricted shares, leaving 1,475,610 common shares held directly. He also reports holding 335,250 OP Units, which are redeemable for cash or an equal number of common shares.
RLJ Lodging Trust’s SVP, CFO & Treasurer Nikhil Bhalla reported two Form 4 transactions involving common shares that were surrendered for tax withholding, not sold in the open market. On February 16 and 17, a total of 5,718 common shares were disposed of at $8.29 per share to satisfy tax obligations tied to vesting restricted shares. After these tax-withholding dispositions, Bhalla directly owns 143,957 common shares of RLJ Lodging Trust.
RLJ Lodging Trust President and CEO Leslie D. Hale reported two tax-related share dispositions. On February 16 and 17, Hale surrendered a total of 65,640 common shares at $8.29 per share to RLJ Lodging Trust to cover tax withholding on vested restricted shares. After these transactions, Hale directly owned 1,755,631 common shares.
RLJ Lodging Trust’s Chief Accounting Officer Christopher Andrew Gormsen reported two tax-related share dispositions. On February 16 and 17, common shares were surrendered to the company at $8.29 per share to cover tax withholding on vested restricted common shares, leaving him with 187,187 common shares held directly.
RLJ Lodging Trust Schedule 13G/A reports beneficial ownership of the companys $1.95 Series A Cumulative Convertible Preferred Shares as of 12/31/2025. The filing shows Virtus InfraCap U.S. Preferred Stock ETF holds 1,729,609 shares (13.76%) and InfraCap Equity Income Fund ETF holds 43,149 shares (0.34%); other reporting persons listed beneficial ownership of 0 shares.
The shares are held in accounts managed by Infrastructure Capital Advisors, LLC on behalf of clients, and the filing disclaims beneficial ownership by the reporting persons except to the extent of pecuniary interest. Exhibits include a joint filing agreement and control person identification.