Sunrise Realty Trust, Inc. filings document the regulatory record of a Maryland commercial mortgage REIT with common stock listed on Nasdaq under SUNS. Its reports and exhibits describe operating results, GAAP and non-GAAP performance measures, dividends, CRE lending activity and the financing arrangements used to support its loan portfolio.
Company filings include Form 8-K reports for quarterly results and material agreements, including amendments to its senior secured revolving credit facility and an at-the-market common stock distribution program. Proxy materials describe annual shareholder voting matters, director elections, auditor ratification and governance procedures.
Sunrise Realty Trust CFO and Treasurer Hetzel Brandon acquired 12,045 shares of common stock through a restricted stock grant. The award was valued at $9.34 per share and increased his directly held stake to 25,287 shares after the transaction.
The restricted stock was granted under the company’s Stock Incentive Plan and will vest over three years, with about one-third vesting on each of the first, second and third anniversaries of January 2, 2026, subject to early termination and adjustment under the grant agreement.
SEDRISH BRIAN reported acquisition or exercise transactions in this Form 4 filing.
Sunrise Realty Trust, Inc. director and Chief Executive Officer Brian Sedrish reported receiving a grant of 14,276 shares of common stock as a restricted stock award under the company’s stock incentive plan. The award is fully vested as of February 19, 2026, at a reported price of $9.34 per share.
Following this grant, Sedrish directly holds 50,639 shares of Sunrise Realty Trust common stock. This was an equity compensation grant, not an open-market purchase or sale.
Wasatch Advisors, a Delaware entity, has filed an updated ownership report on Sunrise Realty Trust Inc. It reports beneficial ownership of 593,828 shares, representing 4.4% of the outstanding common stock as of December 31, 2025.
Wasatch Advisors has sole voting power over 525,207 shares and sole dispositive power over 593,828 shares, with no shared voting or dispositive power. The firm states the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control of Sunrise Realty Trust Inc.
Sunrise Realty Trust, Inc. received an updated ownership report showing that Caption Management, LLC, together with William Cooper and Jason Strasser, has a relatively small economic interest in the company. As of December 31, 2025, they may be deemed to beneficially own call options exercisable for 100,000 shares of common stock, representing 0.75% of the class, based on 13,420,986 shares outstanding as of November 7, 2025.
The filing notes that Caption Management holds investment and voting power over securities in certain funds and managed accounts it manages, and that Cooper and Strasser share control of Caption Management. Each reporting person disclaims beneficial ownership of the securities, and certifies that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Sunrise Realty Trust.
Sunrise Realty Trust, Inc. (SUNS) reported an insider share purchase by its Executive Chairman, who is also a director and 10% owner. On 11/24/2025, the reporting person bought 13,000 shares of common stock in an open market transaction at a weighted average price of $9.72 per share, with individual trades ranging from $9.63 to $9.80.
Following this transaction, the reporting person beneficially owns 3,011,226 shares directly, in addition to several indirect holdings through family-related trusts, a family foundation, custodian accounts, and a spouse’s holdings. For many of these indirect positions, beneficial ownership is formally disclaimed except to the extent of any pecuniary interest.
Sunrise Realty Trust, Inc. (SUNS) reported insider buying by an executive chairman and 10% owner. On 11/18/2025, the reporting person purchased 17,790 shares of common stock at a weighted average price of $9.45. On 11/19/2025, they bought another 3,592 shares at $9.48, and on 11/20/2025 they acquired 21,408 shares at $9.39, in each case through multiple trades within narrow price ranges.
After these transactions, the reporting person directly owned 2,998,226 SUNS common shares. They also reported several indirect holdings, including shares held by family trusts, a family foundation, as custodian for a child, and by a spouse, with beneficial ownership in some cases disclaimed except to the extent of any pecuniary interest.
Sunrise Realty Trust, Inc. (SUNS) reported open-market stock purchases by an executive who is a director, 10% owner and Executive Chairman. On 11/14/2025, the reporting person bought 14,710 shares of common stock at a weighted average price of $9.38, and on 11/17/2025 they bought an additional 17,500 shares at a weighted average price of $9.61.
After these transactions, the reporting person directly owned 2,955,436 shares of Sunrise Realty common stock. The filing also lists additional indirect holdings through a family foundation, several family trusts, an UTMA custodial account, and the reporting person’s spouse. For most of these indirect positions, the reporting person formally disclaims beneficial ownership except to the extent of any pecuniary interest.
Sunrise Realty Trust, Inc. furnished an Item 2.02 Form 8-K noting it issued a press release with financial and operational results for the quarter ended September 30, 2025.
The press release is attached as Exhibit 99.1 and is furnished, not filed, under the Exchange Act.
Sunrise Realty Trust (SUNS) reported stronger Q3 results. Net income was $4.05 million, up from $1.74 million a year ago, with basic EPS of $0.30 versus $0.26. Interest income rose to $7.49 million from $3.22 million, lifting net interest income to $6.06 million from $3.18 million as the company expanded its loan book.
Total loans held for investment reached $250.4 million at carrying value as of September 30, 2025, compared with $130.7 million at year‑end. Cash and cash equivalents were $5.55 million, and shareholders’ equity increased to $184.6 million from $114.1 million. The CECL reserve was $0.43 million, or 0.17% of loans held at carrying value. SUNS declared $0.30 per share in quarterly dividends during Q3 (total $0.90 per share year‑to‑date). The revolving credit facility showed $67.2 million outstanding with $72.8 million available; commitments were increased to $140.0 million and mature on November 8, 2027. In January 2025, SUNS completed a public offering of 6,400,000 shares for net proceeds of approximately $71.3 million. Subsequent to quarter‑end, SUNS and an affiliate committed to new senior loans in Florida and Texas with stated rates tied to SOFR.
Sunrise Realty Trust, Inc. has a prospectus for up to 1,000,000 authorized but unissued shares of its common stock to be offered under a shareholder Plan. The stock trades on Nasdaq under the symbol SUNS, with a reported last sale price of $11.14 per share on September 2, 2025. The Plan permits any registered stockholder to participate with optional full or partial dividend reinvestment (minimum 10%), certificate safekeeping in book-entry form at no charge, detailed recordkeeping and reporting at no charge, and optional automatic bank withdrawals. The document includes references to recently filed quarterly and current reports and to the company's charter and tax treatment as a REIT, describing qualifying income and asset tests and various limitations and tax rules that apply to different categories of holders.