Welcome to our dedicated page for Sotherly Hotels SEC filings (Ticker: SOHO), 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 Sotherly Hotels Inc. (NASDAQ: SOHO) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as a lodging real estate investment trust. As a Maryland corporation and sole general partner of Sotherly Hotels LP, Sotherly files reports and current event disclosures with the Securities and Exchange Commission that cover its hotel portfolio, capital structure, governance and material transactions.
Investors researching SOHO can use this page to review Form 8-K filings that describe key developments such as the Agreement and Plan of Merger with KW Kingfisher LLC and Sparrows Nest LLC, notices of default on property-level mortgage loans, new mortgage financings and forbearance arrangements. For example, 8-K reports detail the merger consideration of $2.25 per share in cash for Sotherly common stock, the conditions to closing, and the anticipated timing of the merger, as well as the terms of a forbearance agreement related to the Georgian Terrace hotel mortgage loan.
The filings also document Sotherly’s preferred equity structure. Separate 8-K and other filings identify its 8.0% Series B, 7.875% Series C and 8.25% Series D cumulative redeemable perpetual preferred stock, which trade under the symbols SOHOB, SOHOO and SOHON on The Nasdaq Stock Market. Filings may discuss dividend declarations, decisions to defer or suspend preferred dividends, and the treatment of preferred shares in connection with the proposed merger, including potential conversion rights under the company’s charter.
In addition to event-driven 8-Ks, Sotherly files annual and periodic reports such as Form 10-K and Form 10-Q, which contain audited and interim financial statements, management’s discussion and analysis, risk factors and detailed information on hotel operations and REIT-specific metrics like FFO and adjusted FFO. Definitive proxy statements on Schedule 14A provide insight into board elections, executive compensation, auditor appointments and stockholder voting outcomes.
Stock Titan enhances these filings with AI-powered summaries that highlight the main points of lengthy documents, helping users quickly identify items such as changes in auditors, new debt obligations, forbearance terms, merger provisions and dividend actions. Real-time updates from EDGAR ensure that new Sotherly filings, including Forms 3, 4 and 5 for insider transactions when available, appear promptly, allowing investors to monitor governance and ownership changes alongside financial and strategic disclosures.
By using this page, readers can move from high-level AI-generated overviews into the full text of Sotherly’s SEC filings, gaining a detailed view of how the company reports on its lodging portfolio, financing arrangements, preferred and common equity, and the proposed merger that would take Sotherly private.
Sotherly Hotels Inc. (SOHO) reported combined results for the quarter ended June 30, 2025 showing total revenue of $48.79 million (down from $50.69 million a year earlier) and net income of $1.56 million for the quarter and $6.29 million for the six months. Net income attributable to the Company for the quarter was $1.58 million, but net income attributable to common stockholders was a $0.42 million loss for the quarter, or $(0.02) per share; six-month basic and diluted earnings per common share were $0.11. Net operating income decreased to $6.57 million for the quarter from $9.30 million prior year.
Balance sheet and liquidity: total assets were $411.12 million, total liabilities $366.84 million, and total equity $44.28 million. Investment in hotel properties, net totaled $371.75 million. Cash, cash equivalents and restricted cash at June 30, 2025 were $26.53 million. Mortgage loans, net were $313.94 million with total mortgage principal of $315.67 million and scheduled near-term maturities of $89.71 million remaining in 2025. The filing discloses a payment-at-maturity default on the Georgian Terrace mortgage and a covenant default on the DoubleTree Jacksonville requiring either ~$4.0 million prepayment or equivalent cash collateral unless waived. The company stated it intends to seek loan extensions and other financings but noted no assurance of success.