Welcome to our dedicated page for RLJ Lodging Trust 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.
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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.
RLJ Lodging Trust received a Schedule 13G reporting that investment adviser H/2 Credit Manager LP and its general partner H/2 Credit Manager GP LLC beneficially own 9,583,184 common shares, representing 6.3% of the outstanding class as of 12/31/2025.
The filing shows H/2 has shared voting and shared dispositive power over all 9,583,184 shares, with no sole voting or dispositive power. The securities are held in private funds managed by H/2 affiliates and are reported as being held in the ordinary course of business, not to change or influence control of RLJ Lodging Trust.
Donald Smith & Co., Inc. and affiliated fund DSCO Value Fund, L.P. report beneficial ownership of 13,140,744 shares of RLJ Lodging Trust common stock, representing about 8.8% of the class as of 12/31/2025.
Donald Smith & Co., a Delaware investment adviser, has sole voting power over 12,495,915 shares and sole dispositive power over 13,018,655 shares, while DSCO Value Fund has sole voting and dispositive power over 122,089 shares. The securities are held in the ordinary course of business, and the filer certifies they were not acquired to change or influence control of RLJ. Underlying institutional clients and other investors ultimately receive dividends and sale proceeds, with no single client or other person holding more than 5% of RLJ’s outstanding common stock.
The Vanguard Group has reported a significant ownership position in RLJ Lodging Trust. It beneficially owns 20,179,873 shares of common stock, representing 13.35% of the class. Vanguard reports shared voting power over 1,212,420 shares and shared dispositive power over all 20,179,873 shares.
The filing states these securities are held in the ordinary course of business and not for the purpose of changing or influencing control of RLJ Lodging Trust. Vanguard also notes an internal realignment effective January 12, 2026, after which certain subsidiaries are expected to report beneficial ownership separately.
RLJ Lodging Trust disclosed that individual investor He Zhengxu holds a significant stake in its common stock. As of 12/31/2025, He reported beneficial ownership of 8,894,960 RLJ Lodging Trust common shares, representing 5.93% of the outstanding class.
He reports sole power to vote and dispose of all 8,894,960 shares, with no shared voting or dispositive power. He also certifies that the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of RLJ Lodging Trust.
RLJ Lodging Trust reported that individual investor He Zhengxu has filed a Schedule 13G showing a sizeable passive stake in the company. As of the reported date, He beneficially owns 8,834,960 shares of RLJ Lodging Trust common stock, representing 5.9% of the outstanding class. The filing states that He has sole power to vote and dispose of all these shares, with no shared voting or dispositive power.
The certification explains that the securities were acquired and are held in the ordinary course of business and are not intended to change or influence control of RLJ Lodging Trust. The filing also notes that the position is not held on behalf of others and that there is no group or subsidiary involved in the ownership.
RLJ Lodging Trust (RLJ) reported an insider transaction by a director. On 11/21/2025, the director sold 13,413 shares of common stock in an open-market transaction coded "S" at a weighted average price of $7.51 per share, with individual trades ranging from $7.50 to $7.51. After this sale, the director beneficially owns 37,159 shares directly.