SUNS at a glance
Sunrise Realty Trust, Inc. (SUNS, SEC CIK 2012706) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as August 17, 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), Sunrise Realty Trust, Inc. (SUNS) reported revenue of $21.6 million (up 103.0% from FY2024) and net income of $12.1 million. Diluted EPS was $0.93.
- As of June 30, 2026, 14 institutional investment managers tracked by SignalX reported holding Sunrise Realty Trust, Inc. (SUNS) shares worth $9.3 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by TANNENBAUM LEONARD M on August 13, 2026 of 50,000 shares at $7.50 per share.
- In the last 90 days, SUNS insiders reported 5 open-market purchases ($906K) and 0 open-market sales ($0) on Form 4, a net purchase of $906K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $21.6M
- +103.0% vs prior year
- Insiders · 90 days
- 5 buys · 0 sells
- Net +$906K
- 13F holders
- 14 funds
- $9.3M · −3 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Second-quarter interest income $8.6M, up 26.8% YoY from $6.8M
- Net income $3.1M vs $3.4M YoY; distributable earnings $3.9M vs $4.1M
- Highest-yielding line: net leased tenant loans, 11.7% of commitments and 10.1% cash interest rate
- Loan portfolio $296.8M; CECL reserve $1.1M, or 0.37% of loans
- Capital deployment increased average investments; credit headwinds included higher interest expense and $557,248 CECL provision
Risk Factors
- Proposed merger: closing remains uncertain because stockholder approvals and other conditions remain outstanding
- Integration risk: combined-company integration could disrupt operations and limit anticipated merger benefits
- Financial risk: merger-related expenses may be substantial, with timing and total costs difficult to estimate
- Performance risk: delayed or unrealized merger benefits could dilute earnings per share or book value per share
AI summary of the SUNS 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 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded to six directors ahead of Southern Realty Trust merger, expected in fourth-quarter 2026
- Howard Sudnow designated as independent director effective at merger closing
Item 3.02: Unregistered Sales of Equity Securities
- Merger-related securities issued under Securities Act Section 4(a)(2) private-placement exemption
- Unregistered issuance avoids public registration but may limit liquidity and resale flexibility for recipients
Item 7.01: Regulation FD Disclosure
- Reg FD section contains only standard filing language regarding “filed” status and incorporation by reference
- No substantive investor disclosure or market-moving information provided
Item EX-99.1: Item EX-99.1
- SUNS to acquire SRT in stock merger, issuing approximately 8.4 million shares; existing SUNS holders retain 62% ownership
- Combined platform: $289 million book value, $534 million assets, and $604 million loan commitments across 14 loans
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial and operational results
AI summaries of SUNS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SUNS
Don't miss the next SUNS filing
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- Fund moves. Which tracked funds opened, added or cut SUNS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TANNENBAUM LEONARD M | Buy | Aug 13, 2026 | 50,000 | $7.50 |
| Hetzel Brandon | Buy | Aug 12, 2026 | 713 | $7.58 |
| TANNENBAUM LEONARD M | Buy | Aug 11, 2026 | 20,000 | $7.60 |
| TANNENBAUM LEONARD M | Buy | Aug 10, 2026 | 25,000 | $7.79 |
| TANNENBAUM LEONARD M | Buy | Aug 7, 2026 | 23,109 | $7.73 |
| TANNENBAUM LEONARD M | Buy | Dec 31, 2025 | 100,000 | $9.40 |
| TANNENBAUM LEONARD M | Buy | Dec 30, 2025 | 37,000 | $9.77 |
| TANNENBAUM LEONARD M | Buy | Nov 24, 2025 | 13,000 | $9.72 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $245K | $10.6M | $21.6M |
| Net Income | $235K | $6.9M | $12.1M |
| Net Margin | 95.9% | 64.6% | 56.3% |
| Balance Sheet | |||
| Total Assets | $31.2M | $317.5M | $310.2M |
| Equity | $31.2M | $114.1M | $182.0M |
| ROE | 0.8% | 6.0% | 6.7% |
| Per Share | |||
| EPS | $0.03 | $1.00 | $0.93 |
| Cash Flow | |||
| Operating CF | $245K | $1.6M | -$3.4M |
Source: XBRL data in Sunrise Realty Trust, Inc. (SUNS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SUNS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 14 | $9.3M |
| Q1 2026 | 17 | $13.9M |
| Q4 2025 | 17 | $21.3M |
| Q3 2025 | 18 | $21.5M |
| Q2 2025 | 18 | $19.3M |
| Q1 2025 | 15 | $14.0M |
| Q4 2024 | 9 | $8.1M |
| Q3 2024 | 6 | $3.2M |
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- BlackRock−514.1K (-80%)
- State Street Corp−106.6K (-72%)
- Northern Trust−52.6K (-69%)
- Raymond James Financial−8.7K (-5%)
- Vanguard Capital Management LLC−7.3K (-2%)
- Millennium Management+77.7K
- Vanguard Portfolio Management LLC−58.6K
- BNY Mellon−29.7K
- Citigroup−785
- PNC Financial Services−10
Source: 13F-HR filings on SEC EDGAR (aggregated from 114 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SUNS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | May 26, 2026 | - | Analysis | |
| 10-Q | May 14, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 4 | Jan 2, 2026 | - | - | |
| 4 | Nov 26, 2025 | - | - | |
| 10-Q | Nov 13, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 7, 2025 | Jun 30, 2025 | - | |
| SC 13G | May 9, 2025 | - | - | |
| 10-Q | May 7, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 6, 2025 | Dec 31, 2024 | - | |
| SC 13G | Feb 3, 2025 | - | - | |
| SC 13D | Dec 26, 2024 | - | - | |
| SC 13G | Nov 14, 2024 | - | - | |
| SC 13G | Nov 8, 2024 | - | - |
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SUNS SEC filings: frequently asked questions
Are SUNS insiders buying or selling?
In the last 90 days, Sunrise Realty Trust, Inc. (SUNS) officers, directors and 10% owners reported 5 open-market purchases worth $905,787 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SUNS stock?
As of June 30, 2026, the largest Sunrise Realty Trust, Inc. (SUNS) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($3.5 million), Raymond James Financial ($1.3 million), BlackRock ($1.0 million), Millennium Management ($614,000), AQR Capital Management ($499,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SUNS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Sunrise Realty Trust, Inc. (SUNS) reported revenue of $21.6 million (up 103.0% from FY2024) and net income of $12.1 million. Diluted EPS was $0.93. The figures come from the XBRL data in the 10-K.
What did SUNS report in its latest 8-K?
Sunrise Realty Trust, Inc. (SUNS) filed an 8-K on September 23, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Board expanded to six directors ahead of Southern Realty Trust merger, expected in fourth-quarter 2026.
What are the latest SUNS SEC filings?
Sunrise Realty Trust, Inc. (SUNS) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on August 17, 2026.
What is SUNS's SEC CIK number?
Sunrise Realty Trust, Inc. (SUNS)'s SEC Central Index Key (CIK) is 2012706. EDGAR lists every SUNS filing under that number.
Ask anything about SUNS
The research agent reads SUNS's filings, financials, insider trades and 13F holders, then answers with sources.