SNDA at a glance
SONIDA SENIOR LIVING, INC. (SNDA, SEC CIK 1043000) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SONIDA SENIOR LIVING, INC. (SNDA) reported revenue of $381.1 million (up 25.2% from FY2024) and a net loss of $70.8 million. Diluted EPS was -$4.22.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding SONIDA SENIOR LIVING, INC. (SNDA) shares worth $257.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Simanovsky Michael on September 1, 2026 of 97,581 shares at $38.42 per share.
- In the last 90 days, SNDA insiders reported 0 open-market purchases ($0) and 8 open-market sales ($10.9M) on Form 4, a net sale of $10.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $381.1M
- +25.2% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$10.9M
- 13F holders
- 27 funds
- $257.7M · +2 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Resident revenue $188.0M, up 129.7% YoY from $81.8M, driven by CHP communities, higher rents, and occupancy
- CHP added 54 SHOP communities, the largest revenue contributor
- Triple-net rental income $7.5M for the quarter from 15 acquired communities
- $575.0M permanent term loans and $258.0M revolving borrowings at June 30
- Bridge Facility balance $170.0M at quarter-end, subsequently repaid using Ally Term Loan proceeds
Risk Factors
- No risk-factors section provided; submitted text covers Items 2–6 rather than changes from the 10-K
- Financing risk: $6,570,222 remaining under the $10.0 million share-repurchase authorization
- Dilution risk: May 18, 2026 equity distribution agreement enables sales through multiple agents and forward purchasers
- Liquidity risk: May 7, 2026 credit-agreement increase request indicates expanded reliance on bank financing
- Compliance risk: No director or Section 16 officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the SNDA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Updated pro forma operations for year ended December 31, 2025, incorporating CHP Merger effects
- New pro forma operations for six months ended June 30, 2026, assuming merger completed January 1, 2025
Item EX-99.1: Item EX-99.1
- Pro forma revenue $774.3M for 2025, but net loss attributable to common shareholders widened to $168.4M
- CHP acquisition adds scale but materially increases depreciation, with pro forma 2025 depreciation and amortization of $170.3M
Item 1.01: Entry into a Material Definitive Agreement
- $380.0M senior secured Ally term loan replacing existing $122.0M facility
- $372.5M initial funding secured by 28 communities, including 9 CHP-acquired properties
Item 3.03: Material Modification to Rights of Security Holders
- Delaware filings nullified prior Series A amendment and elimination provisions, correcting the company’s capital-record history
- Series B Convertible Preferred Stock designated for 41,250 shares with newly established rights and preferences
Item 1.01: Entry into a Material Definitive Agreement
- Litigation-resolution exchange restores legal structure around the Series A conversion without admitting wrongdoing
- 1,601,505 Common Stock shares reissued through Series B Preferred conversion at $32 per share
AI summaries of SNDA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SNDA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Simanovsky Michael | J | Sep 2, 2026 | 100,373 | - |
| Simanovsky Michael | Sell | Sep 1, 2026 | 97,581 | $38.42 |
| Simanovsky Michael | Sell | Aug 28, 2026 | 4,615 | $39.25 |
| Simanovsky Michael | Sell | Aug 28, 2026 | 21,792 | $38.16 |
| Simanovsky Michael | Sell | Aug 27, 2026 | 15,000 | $39.00 |
| Simanovsky Michael | Sell | Aug 26, 2026 | 15,086 | $40.94 |
| Simanovsky Michael | Sell | Aug 25, 2026 | 115,000 | $40.71 |
| Simanovsky Michael | J | Aug 21, 2026 | 1,182,595 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $255.3M | $304.3M | $381.1M |
| Operating Income | $57.9M | $68.7M | - |
| Net Income | -$21.1M | -$2.1M | -$70.8M |
| Op. Margin | 22.7% | 22.6% | - |
| Net Margin | -8.3% | -0.7% | -18.6% |
| Balance Sheet | |||
| Total Assets | - | $841.9M | $844.8M |
| Equity | - | $71.8M | -$11K |
| ROE | - | -2.9% | 643445.5% |
| Per Share | |||
| EPS | $-3.85 | $-0.54 | $-4.22 |
| Cash Flow | |||
| Operating CF | $10.7M | -$1.8M | $24.4M |
| CapEx | - | $25.2M | $33.3M |
Source: XBRL data in SONIDA SENIOR LIVING, INC. (SNDA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SNDA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $257.7M |
| Q1 2026 | 25 | $71.0M |
| Q4 2025 | 16 | $43.1M |
| Q3 2025 | 17 | $36.2M |
| Q2 2025 | 15 | $31.9M |
| Q1 2025 | 13 | $17.4M |
| Q4 2024 | 8 | $15.9M |
| Q3 2024 | 8 | $11.0M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 129 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SNDA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| SC 13G | Jun 11, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - |
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SNDA SEC filings: frequently asked questions
Are SNDA insiders buying or selling?
In the last 90 days, SONIDA SENIOR LIVING, INC. (SNDA) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $10.9 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SNDA stock?
As of June 30, 2026, the largest SONIDA SENIOR LIVING, INC. (SNDA) holders among the 13F filers tracked by SignalX were BlackRock ($90.5 million), Vanguard Capital Management LLC ($52.6 million), State Street Corp ($25.2 million), Citadel Advisors LLC ($13.7 million), DigitalBridge Group, Inc. ($12.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SNDA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SONIDA SENIOR LIVING, INC. (SNDA) reported revenue of $381.1 million (up 25.2% from FY2024) and a net loss of $70.8 million. Diluted EPS was -$4.22. The figures come from the XBRL data in the 10-K.
What did SNDA report in its latest 8-K?
SONIDA SENIOR LIVING, INC. (SNDA) filed an 8-K on August 17, 2026 reporting Item 8.01 (Other Events). Updated pro forma operations for year ended December 31, 2025, incorporating CHP Merger effects.
What are the latest SNDA SEC filings?
SONIDA SENIOR LIVING, INC. (SNDA) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on September 4, 2026.
What is SNDA's SEC CIK number?
SONIDA SENIOR LIVING, INC. (SNDA)'s SEC Central Index Key (CIK) is 1043000. EDGAR lists every SNDA filing under that number.
Ask anything about SNDA
The research agent reads SNDA's filings, financials, insider trades and 13F holders, then answers with sources.