Recent 8-K filings for SOHOO

• March 27, 2026, 7:59 PM ET other material materiality 0.85 negative item 1.01item 3.01item 8.01item 9.01 ◈ Material Agreements

  Sotherly Hotels to delist preferred stock from Nasdaq; preferred holders convert 3.2M shares for $58.8M cash

  Consulting agreement with KWC Management for $650K annual fee, initial term to Feb 11, 2027.

• February 18, 2026, 6:59 PM ET M&A materiality 0.90 neutral item 1.01item 1.02item 2.01item 2.03item 3.01item 3.03item 5.01item 5.02item 5.03item 7.01item 8.01item 9.01 ◈ Debt Financings ×2◈ Governance Changes◈ M&A Transactions

  Sotherly Hotels completes acquisition by KW Kingfisher; shareholders get $2.25/share

  Merger closed Feb 12, 2026; each common share converted to $2.25 cash, no interest.

• January 22, 2026, 6:59 PM ET M&A materiality 0.75 neutral item 5.07item 8.01item 9.01

  Sotherly Hotels stockholders approve merger; expected close Q1 2026 at $2.25/share

  Shareholders voted 11,803,072 FOR (98.2%) to approve merger with KW Kingfisher LLC joint venture.

• December 17, 2025, 6:59 PM ET debt materiality 0.75 negative item 1.01item 9.01

  Sotherly enters forbearance on Georgian Terrace hotel; lender agrees no foreclosure until June 2026

  Entered forbearance agreement with Wilmington Trust on $37.7M mortgage; lender will not foreclose before June 1, 2026.

• November 14, 2025, 6:59 PM ET debt materiality 0.90 negative item 1.02item 2.04 ◈ Debt Financings

  Sotherly Hotels: parking garage sale terminated by buyer; mortgage default of $49.3M received

  Buyer Banyan Street Capital terminated the $17.75M parking garage sale for Georgian Terrace hotel on November 13, 2025.

• October 27, 2025, 7:59 PM ET M&A materiality 0.90 neutral item 1.01item 2.03item 7.01item 9.01

  Sotherly Hotels agrees to be acquired by KW Kingfisher for $2.25 per share in cash

  Cash consideration of $2.25 per common share; preferred holders may convert to common to receive same amount.

• October 27, 2025, 7:59 PM ET dividend materiality 0.75 negative item 7.01item 9.01

  Sotherly defers preferred dividends on three series, suspends future payments

  Deferred Series B, C, D preferred dividends due Nov 20, 2025; Oct 31 record date cancelled.

• September 17, 2025, 7:59 PM ET debt materiality 0.70 neutral item 2.03item 7.01item 9.01 ◈ Debt Financings

  Sotherly Hotels secures $42M mortgage loan on Savannah's DeSoto Hotel at 7.13% fixed rate

  $42M principal, 7.13% fixed interest, matures October 6, 2030; interest-only payments.

• August 13, 2025, 7:59 PM ET regulatory materiality 0.70 negative item 3.01 ◈ Listing & Compliance Notices

  Sotherly Hotels gets 180-day extension to Feb 9, 2026 for bid compliance; stock moves to Nasdaq Capital Market

  Received Nasdaq notice on Aug 12, 2025 granting additional 180 days (until Feb 9, 2026) to meet $1.00 minimum bid price.

• August 12, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Sotherly Hotels Q2 2025 net loss to common of $0.4M; FFO per share down 43% YoY

  Total revenues $48.8M, down 3.7% from $50.7M in Q2 2024.

• July 30, 2025, 7:59 PM ET M&A materiality 0.70 neutral item 1.01

  Sotherly Hotels to sell Georgian Terrace parking garage for $17.75M, pay down defaulted mortgage

  Seller (SOHO Atlanta affiliate) entered agreement to sell parking garage at Georgian Terrace to Banyan Street Capital for $17.75M.

• July 2, 2025, 7:59 PM ET debt materiality 0.80 negative item 2.04item 7.01item 9.01 ◈ Debt Financings

  Sotherly Hotels receives $38M default notice on Georgian Terrace mortgage loan

  Received Notice of Default on $38.0M mortgage loan for Georgian Terrace in Atlanta on June 26, 2025.

• May 13, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Sotherly Hotels Q1 net income $4.7M vs $1.3M; revenue up 3.8% to $48.3M

  Net income attributable to common stockholders $2.7M vs $(0.7M) loss; diluted EPS $0.13 vs $(0.03).

• March 13, 2025, 7:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  Sotherly Hotels Q4 net loss per share expands to $0.16, FFO per share drops to $0.08

  Total revenue $43.95M, up 4.3% YoY from $42.15M.

• November 12, 2024, 6:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  Sotherly Hotels Q3 net loss widens to $0.29/share; revenue up 3.9% to $40.7M

  Net loss attributable to common stockholders was $5.6M ($0.29 diluted EPS) vs $3.9M ($0.20) in Q3 2023.

• November 6, 2024, 6:59 PM ET regulatory materiality 0.60 neutral item 8.01

  Sotherly Hotels files late Q1 10-Q; Nasdaq grants Nov 18 deadline for Q2 filing

  Filed Q1 2024 Form 10-Q on Nov 5, 2024, resolving that delinquency.

• August 23, 2024, 7:59 PM ET regulatory materiality 0.65 negative item 3.01item 7.01item 9.01

  Sotherly Hotels gets Nasdaq deficiency notice for delayed Q2 2024 10-Q filing

  Received Nasdaq notice on August 20, 2024 for failure to timely file Form 10-Q for quarter ended June 30, 2024.

• August 13, 2024, 7:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  Sotherly Hotels Q2 2024 revenue $50.7M (+3.4% YoY); diluted EPS $0.13 vs $0.16

  Net income attributable to common stockholders $2.62M vs $3.13M in Q2 2023.

• July 9, 2024, 7:59 PM ET debt materiality 0.70 positive item 2.03item 7.01item 9.01

  Sotherly Hotels secures $26.25M mortgage, $9.49M renovation tranche, and rebrands to Hotel Bellamy

  Loan from Fifth Third Bank: $26.25M initial tranche + $9.49M renovation tranche, floating SOFR+3%, 5-year maturity July 8, 2029.

• May 29, 2024, 7:59 PM ET regulatory materiality 0.60 negative item 3.01item 7.01item 9.01

  Sotherly Hotels receives Nasdaq delisting notice for late Q1 10-Q filing

  Nasdaq notice received May 22, 2024 due to failure to timely file Form 10-Q for Q1 2024.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.60 · Most common event debt

2 positive 13 negative 17 neutral

source · SOHOO on sec.gov