Sunrise Realty Trust, Inc.
SUNSNasdaqReal Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | |
|---|---|---|---|
| Revenue | $21.6M | $10.6M | $244,742 |
| Operating income | — | — | — |
| Net income | $12.1M | $6.9M | $234,622 |
| Total assets | $310.2M | $317.5M | $31.2M |
| Total liabilities | $128.3M | $203.4M | $10,000 |
| Equity | $182.0M | $114.1M | $0 |
| EPS (diluted) | $0.93 | $1.00 | $0.03 |
| Shares out. | 13.4M | 6.9M | 0 |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 56.3%
- Return on equity
- 6.7%
- Return on assets
- 3.9%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 41.3%
- Debt / equity
- 0.70×
- Book value / share
- $13.56
- Revenue growth (YoY)
- 103.0%
- Net income growth (YoY)
- 76.8%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- 5.0%moderate
- Piotroski F-Score
- 4/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 warning● 2 good- Negative operating cash flow
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Wasatch Advisors LpPassive (13G)Feb 10, 2026
- Caption Management, LlcPassive (13G)Jan 26, 2026
- Tannenbaum Leonard MActivist (13D)Jan 2, 2026
- Blackrock, Inc.Passive (13G)Apr 17, 2025
- Philadelphia Financial Management Of San Francisco, LlcPassive (13G)Feb 3, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Fagan James C.Director | Feb 19, 2026 | Grant | 1,071 | $9.34 |
| Bond Jodi HansonDirector | Feb 19, 2026 | Grant | 1,071 | $9.34 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Feb 19, 2026 | Grant | 13,384 | $9.34 |
| Frank Alexander CDirector | Feb 19, 2026 | Grant | 1,071 | $9.34 |
| Tannenbaum RobynOfficer — President | Feb 19, 2026 | Grant | 13,384 | $9.34 |
| Hetzel BrandonOfficer — CFO and Treasurer | Feb 19, 2026 | Grant | 12,045 | $9.34 |
| Sedrish BrianOfficer — Chief Executive Officer | Feb 19, 2026 | Grant | 14,276 | $9.34 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Dec 30, 2025 | Buy | 37,000 | $9.77 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Nov 24, 2025 | Buy | 13,000 | $9.72 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Nov 18, 2025 | Buy | 17,790 | $9.45 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Nov 14, 2025 | Buy | 14,710 | $9.38 |
| Tannenbaum Leonard MOfficer — Executive Chairman | Aug 22, 2025 | Buy | 20,200 | $11.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 523,794 | 5.4 | -10.6% |
| Apr 30, 2026 | 585,780 | 6.5 | -4.9% |
| Apr 15, 2026 | 615,771 | 5.6 | -20.6% |
| Mar 31, 2026 | 775,179 | 5.3 | -6.9% |
| Mar 13, 2026 | 832,661 | 8.2 | +58.5% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Shareholder voteMay 26, 2026
- Results of operationsMay 14, 2026
- Results of operationsMar 12, 2026
- Entered a material agreementMar 5, 2026
- Results of operationsNov 13, 2025
- Entered a material agreementAug 13, 2025
- Completed an acquisition or dispositionAug 7, 2025
- Entered a material agreementMay 29, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Corporate family
Spun off from AFC GammaAFCG · Jul 9, 2024
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