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No insider purchase over the last 90 days. The latest, by Folsom David R, was filed 10 Jun 2022.
Sotherly Hotels Inc.: what insiders have been doing
Sotherly Hotels Inc. belongs to the Retail sector. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 23 October 2026, brought 14 filings signed by 8 insiders.
The filings describe grants, exercises and other transfers rather than trades on the open market. Because grants and exercises are largely decided by remuneration plans, they are not counted as purchases here.
Insider buying of Sotherly Hotels Inc. has been absent for the past year. Most trades are made public on the day they happen. Section 16 rules allow two business days to file each Form 4.
With 14 filings in twelve months, the company is more active than the median of 8 filings across the 279 companies we follow on the same exchange. Over the whole record (from 2016), the tally stands at 11 purchases and 19 sales. The 10-K for the year ended 31 December 2025 shows 176.4 m USD of revenue and -7.7 m USD of net income.
For comparison within the same sector, see the insider buying recorded at Rusta AB (publ) and Puuilo Oyj. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
151
Thresholds
n/a
Buy Volume
€485,334
11 ops. · all time
Sell Volume
€724,716
19 ops. · all time
Since the insiders bought
- +46.5%Entry US$16.73 · Close at T+365 US$24.51
- -81.0%Entry US$26.02 · Close at T+365 US$4.93
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$3.43
Analyst consensus
Income statement
RevenueUS$176.4M
Gross profitUS$42.5M24% margin
EBITDAUS$36.7M21% margin
Net income-US$7.7M-4.4% margin
Valuation
P/Book0.7x
Beta0.87
Balance sheet & cash
Total debtUS$346.7M
Free Cash FlowUS$10.3M
Debt / Equity1243%
Profitability & ownership
ROE-22.3%
ROA1.9%
% institutions0.0%
Last declaration on 12 February 2026
Declarations151 total
98,171 shares@ US$2.2539.0% of flowCommon StockSEC:0001193125-26-047910:1
793,937 shares@ US$2.2534.6% of flowCommon StockSEC:0001193125-26-047902:1
107,490 shares@ US$2.254.7% of flowCommon StockSEC:0001193125-26-047902:2
107,490 shares@ US$2.2528.9% of flowCommon StockSEC:0001193125-26-047905:1
501,660 shares@ US$2.2563.7% of flowCommon StockSEC:0001193125-26-047904:1
107,490 shares@ US$2.2513.6% of flowCommon StockSEC:0001193125-26-047904:2
110,164 shares@ US$2.25100.0% of flowCommon StockSEC:0001193125-26-047922:0
48,190 shares@ US$2.25100.0% of flowCommon StockSEC:0001193125-26-047918:0
114,095 shares@ US$2.2599.6% of flowCommon StockSEC:0001193125-26-047904:0
76,093 shares@ US$2.25100.0% of flowCommon StockSEC:0001193125-26-047920:0
5,250 shares@ US$2.25100.0% of flowCommon StockSEC:0001193125-26-047913:0
254,950 shares@ US$2.2599.7% of flowCommon StockSEC:0001193125-26-047905:0
826,909 shares@ US$2.2589.2% of flowCommon StockSEC:0001193125-26-047902:0
153,445 shares@ US$2.25100.0% of flowCommon StockSEC:0001193125-26-047910:0
2,250 sharesCommon StockSEC:0000950170-25-002226:1
3,000 sharesCommon StockSEC:0000950170-25-002232:0
3,000 sharesCommon StockSEC:0000950170-25-002226:0
45,000 sharesCommon StockSEC:0000950170-25-000924:0
3,000 sharesCommon StockSEC:0000950170-25-000918:0
60,000 sharesCommon StockSEC:0000950170-25-000951:0
35,000 sharesCommon StockSEC:0000950170-25-000895:0
3,000 sharesCommon StockSEC:0000950170-25-000883:0
3,000 sharesCommon StockSEC:0000950170-25-000877:0
57,000 sharesCommon StockSEC:0000950170-25-000939:0
3,000 sharesCommon StockSEC:0000950170-24-006058:0
25 of 151 declarations
About Sotherly Hotels Inc.
Sotherly Hotels Inc. is a U.S.-listed lodging REIT, historically traded on the NASDAQ market under the ticker SOHO, and focused on the ownership and repositioning of full-service hotel assets. The company was formed in August 2004 and is headquartered in Williamsburg, Virginia, United States. Its business model is centered on acquiring, renovating, upbranding, and repositioning primarily upscale and upper-upscale hotels, rather than operating as a broad-based hotel chain. For French-, Belgian-, and Swiss-based investors, Sotherly is best understood as a niche hospitality real estate platform with concentrated exposure to the U.S. lodging cycle, business travel demand, and leisure trends in selected regional markets.
The company’s portfolio has been concentrated in the mid-Atlantic and southern United States, with properties historically located across states such as Florida, Georgia, Maryland, Virginia, North Carolina, Pennsylvania, and Texas. Recent SEC filings indicate a portfolio of roughly ten full-service hotels and about 2,786 rooms, plus interests in two condominium-hotel assets and related rental programs. That asset mix reflects a selective strategy built around markets with multiple demand drivers and relatively high barriers to new supply. In practice, this means the investment case is driven less by scale and more by asset quality, location, and the ability to extract value through repositioning.
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From a competitive standpoint, Sotherly has long competed as a specialized owner of branded, full-service lodging assets rather than as a mass-market operator. Its edge has come from owning properties that can be improved through renovation and operational enhancement, with the goal of lifting revenue per available room and long-term asset value. The downside of this model is that it is capital intensive and highly sensitive to financing costs, occupancy trends, and local economic conditions. As a REIT, the company also operates within a structure that generally avoids direct hotel management, relying on third-party operators and asset-level execution.
Recent corporate developments have been especially important. In 2025, Sotherly announced that it would be acquired by a joint venture backed by Kemmons Wilson Hospitality Partners and Ascendant Capital Partners. In 2026, stockholders approved the merger transaction, marking a major strategic transition for the company. Sotherly also disclosed refinancing activity, including a secured loan tied to its Savannah hotel, and announced a deferral of preferred dividend payments, which points to ongoing liquidity and balance-sheet management considerations. Taken together, these events suggest a company in the late stage of a strategic process, with investors focusing on transaction completion, capital structure, and the ultimate value realization from its hotel portfolio in the United States.
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