As of September 29, 2026, Sotherly Hotels's top three insider holders are Andrew Sims (Chairman, 655.61K shares), Edward Stein (Director, 89.05K shares), Herschel J Walker (Director, 56.57K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Andrew Sims | Chairman | 0 | 655,606 | 655,606 | 81.7% | 20 Sep, 2023 |
| 2 | Edward Stein | Director | 89,051 | 0 | 89,051 | 11.1% | 22 Jan, 2024 |
| 3 | Herschel J Walker | Director | 56,573 | 0 | 56,573 | 7.0% | 03 Jan, 2025 |
| 4 | David R Folsom | President And Ceo | 1,400 | 0 | 1,400 | 0.2% | 10 Jun, 2022 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 12 Feb, 2026 | David R Folsom | President And Ceo | Disposed D | 114,095 | $2.25 | $256.71K | 0 | Direct |
| 12 Feb, 2026 | Anthony C Zinni | Director | Disposed D | 110,164 | $2.25 | $247.87K | 0 | Direct |
| 12 Feb, 2026 | Scott M Kucinski | Evp Chief Operating Officer | Disposed D | 153,445 | $2.25 | $345.25K | 0 | Direct |
| 12 Feb, 2026 | George S Iv Gibson | Director | Disposed D | 76,093 | $2.25 | $171.21K | 0 | Direct |
| 12 Feb, 2026 | Walter S Iii Robertston | Director | Disposed D | 5,250 | $2.25 | $11.81K | 0 | Direct |
| 12 Feb, 2026 | Maria L Caldwell | Director | Disposed D | 48,190 | $2.25 | $108.43K | 0 | Direct |
| 12 Feb, 2026 | Anthony E Domalski | Chief Financial Officer | Disposed D | 254,950 | $2.25 | $573.64K | 0 | Direct |
| 12 Feb, 2026 | Andrew Sims | Chairman | Disposed D | 826,909 | $2.25 | $1.86Mn | 0 | Direct |
| 12 Feb, 2026 | Andrew Sims | Chairman | Disposed D | 793,937 | $2.25 | $1.79Mn | 0 | Indirect |
| 12 Feb, 2026 | Scott M Kucinski | Evp Chief Operating Officer | Disposed D | 98,171 | $2.25 | $220.88K | 0 | Indirect |
| 12 Feb, 2026 | Anthony E Domalski | Chief Financial Officer | Disposed D | 107,490 | $2.25 | $241.85K | 0 | Indirect |
| 12 Feb, 2026 | David R Folsom | President And Ceo | Disposed D | 501,660 | $2.25 | $1.13Mn | 0 | Indirect |
| 12 Feb, 2026 | Andrew Sims | Chairman | Disposed D | 107,490 | $2.25 | $241.85K | 0 | Indirect |
| 12 Feb, 2026 | David R Folsom | President And Ceo | Disposed D | 107,490 | $2.25 | $241.85K | 0 | Indirect |
| 02 Jan, 2025 | Maria L Caldwell | Director | Acquired A | 3,000 | — | — | 48,190 | Direct |
| 02 Jan, 2025 | Walter S Iii Robertston | Director | Acquired A | 3,000 | — | — | 5,250 | Direct |
| 02 Jan, 2025 | Walter S Iii Robertston | Director | Acquired A | 2,250 | — | — | 2,250 | Direct |
| 02 Jan, 2025 | Andrew Sims | Chairman | Acquired A | 60,000 | — | — | 826,909 | Direct |
| 02 Jan, 2025 | Herschel J Walker | Director | Acquired A | 3,000 | — | — | 56,573 | Direct |
| 02 Jan, 2025 | Anthony C Zinni | Director | Acquired A | 3,000 | — | — | 110,164 | Direct |