Comparable stake leader
KW Kingfisher LLC
SEC ownership of Sotherly Hotels Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001301236.
Disclosed value leader
Trium Capital LLP
Comparable rows
5/10
Latest evidence
30 Jun 2026
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
KW Kingfisher LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
5 of 10
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
KW Kingfisher LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001301236
- Issuer location
- Williamsburg, VA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Sotherly Hotels Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
KW Kingfisher LLC
Disclosed value leader
Trium Capital LLP
Comparable rows
5/10
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 100%
5 rows are not safely comparable across share classes.
13D/G row: KW Kingfisher LLC
Showing 1-8 of 10 holder rows.
Quick read
KW Kingfisher LLC leads the comparable SEC ownership view at 100%.
5 of 10 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens KW Kingfisher LLC's linked filing trail.
Comparable ownership
Top 5
KW Kingfisher LLC
100%
ROLLINS CAPITAL PARTNERS LP
9.3%
Lubin Amos Benjamin
7.6%
Trium Capital LLP
7.5%
Gator Capital Management, LLC
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| KW Kingfisher LLC |
13D/G
|
100%
|
$216
100 shares
|
$0 | 12 Feb 2026 |
| ROLLINS CAPITAL PARTNERS LP |
13D/G
|
9.3%
|
$1,525,600
1,907,000 shares
|
$0 | 14 Nov 2025 |
| Lubin Amos Benjamin |
13D/G
|
7.6%
|
$1,427,293
1,551,405 shares
|
+$425,672 | 30 Sep 2025 |
| Trium Capital LLP |
13D/G
|
7.5%
|
$3,963,385
1,843,435 shares
|
$0 | 31 Dec 2025 |
| Gator Capital Management, LLC |
13D/G
|
4.9%
|
$932,755
1,002,962 shares
|
$0 | 30 Jun 2025 |
| Edward Stein |
3/4/5
Director
|
—
class O/S missing
|
$160,292
89,051 shares
|
— | 18 Jan 2024 |
| Herschel J. Walker |
3/4/5
Director
|
—
class O/S missing
|
$101,831
56,573 shares
|
— | 02 Jan 2025 |
| Andrew M. Sims |
3/4/5
Chairman, Director
|
—
mixed-class rows
|
$25,485
4,500 shares
mixed-class rows
|
— | 12 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 16 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Sotherly Hotels Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Edward Stein
Net 12M change
$0
Latest report
12 Feb 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Edward Stein | Director | $160,292 | Mixed | 18 Jan 2024 | ||
| Herschel J. Walker | Director | $101,831 | Mixed | 02 Jan 2025 | ||
| Andrew M. Sims | Chairman, Director | $25,485 | Mixed | 12 Feb 2026 | ||
| David R. Folsom | President and CEO, Director | $24,636 | Mixed | 12 Feb 2026 | ||
| Walter S. Robertston III | Director | $0 | Mixed | 12 Feb 2026 | ||
| Anthony E. Domalski | Chief Financial Officer | $0 | Mixed | 12 Feb 2026 | ||
| Scott M. Kucinski | EVP & Chief Operating Officer | $0 | Mixed | 12 Feb 2026 | ||
| Anthony C. Zinni | Director | $0 | Mixed | 12 Feb 2026 | ||
| Maria L. Caldwell | Director | $0 | Mixed | 12 Feb 2026 | ||
| George S. Gibson IV | Director | $0 | Mixed | 12 Feb 2026 | ||
| Zachary Douglas Schmidt | Chief Executive Officer, Director | Mixed | 12 Feb 2026 | |||
| William Ryan Pellum | Chief Financial Officer, Director | Mixed | 12 Feb 2026 | |||
| Jay Jeffrey Schulte | Director | Mixed | 12 Feb 2026 |
Recent insider transactions for Sotherly Hotels Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony C. Zinni | SOHO | Common Stock | Disposed to Issuer | -100% | -110,164 | 0 | 12 Feb 2026 | Direct | ||
| George S. Gibson IV | SOHO | Common Stock | Disposed to Issuer | -100% | -76,093 | 0 | 12 Feb 2026 | Direct | ||
| Maria L. Caldwell | SOHO | Common Stock | Disposed to Issuer | -100% | -48,190 | 0 | 12 Feb 2026 | Direct | ||
| Walter S. Robertston III | SOHO | Common Stock | Disposed to Issuer | -100% | -5,250 | 0 | 12 Feb 2026 | Direct | ||
| Scott M. Kucinski | SOHO | Common Stock | Disposed to Issuer | -100% | -98,171 | 0 | 12 Feb 2026 | By ESOP | ||
| Scott M. Kucinski | SOHO | Common Stock | Disposed to Issuer | -100% | -153,445 | 0 | 12 Feb 2026 | Direct | ||
| Anthony E. Domalski | SOHO | Common Stock | Disposed to Issuer | -100% | -107,490 | 0 | 12 Feb 2026 | By ESOP | ||
| Anthony E. Domalski | SOHO | Common Stock | Disposed to Issuer | -100% | -254,950 | 0 | 12 Feb 2026 | Direct | ||
| David R. Folsom | SOHO | Common Stock | Disposed to Issuer | -100% | -107,490 | 0 | 12 Feb 2026 | By ESOP | ||
| David R. Folsom | SOHO | Common Stock | Disposed to Issuer | -100% | -501,660 | 0 | 12 Feb 2026 | By David R. Folsom Revocable Trust | ||
| David R. Folsom | SOHO | Common Stock | Disposed to Issuer | -100% | -114,095 | 0 | 12 Feb 2026 | Direct | ||
| Andrew M. Sims | SOHO | Common Stock | Disposed to Issuer | -100% | -107,490 | 0 | 12 Feb 2026 | By ESOP | ||
| Andrew M. Sims | SOHO | Common Stock | Disposed to Issuer | -100% | -793,937 | 0 | 12 Feb 2026 | By AMS Family Partnership, R.L.L.LP. | ||
| Andrew M. Sims | SOHO | Common Stock | Disposed to Issuer | -100% | -826,909 | 0 | 12 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.