Welcome to our dedicated page for Sun Communities SEC filings (Ticker: SUI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sun Communities, Inc. (NYSE: SUI) is a Maryland-incorporated real estate investment trust (REIT) that owns and operates, or has an interest in, manufactured housing ("MH") and recreational vehicle ("RV") communities and UK communities. This SEC filings page brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key filings that document material events, financial results, capital markets activity, and leadership changes.
Investors reviewing Sun Communities’ filings can see how the company reports its quarterly and annual performance, including net income from continuing operations, net income attributable to common shareholders, and Core Funds from Operations ("Core FFO"). The company also discusses Same Property Net Operating Income ("NOI") for its North American MH and RV communities and for its UK communities, as well as occupancy metrics and segment reporting changes following the classification and sale of its Safe Harbor Marinas business as discontinued operations.
Filings on Form 8-K provide detail on transactions and corporate actions such as the sale of Safe Harbor Marinas, the use of proceeds for debt repayment, special cash distributions, stock repurchase authorizations, and the establishment of a new revolving credit facility. Other 8-Ks describe material definitive agreements, including the New Credit Agreement that replaced a prior credit facility, and outline the terms of that facility, including borrowing capacity, maturity, and interest rate options.
Sun Communities’ SEC reports also cover governance and executive compensation matters. Recent 8-Ks describe employment agreements and transition services agreements for the incoming Chief Executive Officer and Chief Financial Officer, as well as the retirement of the prior CEO and advisory roles for outgoing executives. Through this page, users can access these filings and, with AI-powered summaries, quickly understand the significance of each document, from financial condition updates to leadership transitions and credit facility arrangements, without reading every technical detail.
Sun Communities President and COO John Bandini McLaren reported a routine tax-related share disposition. On this date, 872 shares of common stock were withheld at $135.27 per share to cover tax obligations, leaving him with 74,248 shares held directly and 10 shares held indirectly in an IRA.
Sun Communities Inc. SVP and Chief Accounting Officer Brian P. Loftus received a grant of 5,185 shares of common stock as equity compensation. The award was valued at $135.0000 per share. Following this grant, Loftus directly holds 15,496 shares of Sun Communities common stock.
The new shares are restricted stock subject to time-based vesting. According to the terms, 1,729 shares vest on March 12, 2027, 1,728 shares vest on March 12, 2028, and 1,728 shares vest on March 12, 2029. This is a compensation-related acquisition rather than an open-market purchase.
Farrugia Marc reported acquisition or exercise transactions in this Form 4 filing.
SUN COMMUNITIES INC executive Marc Farrugia, EVP & Chief Administrative Officer, received a grant of 296 shares of common stock, valued at 135 per share. The award is held indirectly through his spouse and is structured as restricted stock that vests over time.
According to the vesting schedule, 99 shares vest on each of March 12, 2027 and March 12, 2028, and 98 shares vest on March 12, 2029. Following this grant, he holds 939 shares indirectly via his spouse, 46,496 shares directly, and 11,301 shares indirectly through a revocable trust.
Sun Communities Inc. executive vice president and CFO Fernando Castro-Caratini reported a tax-related share disposition tied to equity compensation. On March 9, 2026, he delivered 7,858 shares of common stock at $135.44 per share to cover tax obligations. After this non-market transaction, he directly held 33,748 shares of Sun Communities common stock.
Sun Communities SVP and Chief Accounting Officer Brian P. Loftus reported a routine tax-related share disposition. On March 9, 2026, 172 shares of common stock were withheld at $135.44 per share to satisfy tax obligations. After this transaction, he directly owns 10,311 shares of Sun Communities common stock.
SUN COMMUNITIES INC executive vice president and COO Bruce Thelen reported a routine tax-related share disposition. On this Form 4, 560 shares of common stock were withheld at $135.44 per share to cover tax obligations. After this non-market transaction, he directly holds 54,687 shares.
Sun Communities EVP and Chief Investment Officer Aaron Weiss reported a routine tax-withholding disposition of 1,344 shares of common stock on March 9, 2026. Shares were valued at $135.44 each for this withholding related to tax obligations, not an open-market sale. After this transaction, Weiss directly holds 59,623 shares of Sun Communities common stock.
Sun Communities EVP & Chief Administrative Officer Marc Farrugia reported routine tax-withholding share dispositions related to equity compensation. On March 9, 2026, 579 shares of common stock were withheld at $135.44 per share to cover tax obligations, including 560 shares from his direct holdings and 19 shares from shares owned by his spouse. After these transactions, he held 46,496 shares directly, 643 shares indirectly through his spouse, and 11,301 shares indirectly through a revocable trust. These Form 4 entries do not reflect any open-market purchases or sales.
Sun Communities, Inc. appointed longtime executive John B. McLaren, currently President, as its new Chief Operating Officer, expanding his responsibilities to directly oversee the operations team. McLaren has served the company in various leadership roles over 24 years, including prior service as COO and President.
The company and its operating partnership also entered into a new Amended and Restated Employment Agreement with McLaren. The three-year agreement provides a $600,000 annual base salary, target annual cash bonus equal to 150% of base salary, severance protections, change in control benefits, equity vesting provisions, and non‑competition obligations. On the same date, former COO Bruce D. Thelen departed his role to pursue other opportunities.
Sun Communities executive Aaron Weiss reported a small share disposition tied to taxes. On the transaction date, he disposed of 1,154 shares of common stock through a tax-withholding arrangement at a price of $135.86 per share, as indicated by transaction code F.
After this tax-withholding disposition, Weiss directly held 60,967 shares of Sun Communities common stock. He is listed as an officer with the title EVP, Corporate Strategy & Business Development.