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 Inc. executive Mark E. Patten, who serves as EVP, CFO, Secretary and Treasurer, reported acquiring 28,892 shares of the company’s common stock on January 5, 2026. The shares are recorded at a price of
According to the filing, all of these shares are restricted stock subject to time-based vesting. A total of 7,223 shares are scheduled to vest on each of
Sun Communities Inc. executive files Form 3 reporting no holdings
Mark E. Patten, who serves as Executive Vice President, Chief Financial Officer, Secretary and Treasurer of Sun Communities Inc., filed an initial insider ownership report. The filing states that no securities of Sun Communities Inc. are beneficially owned, meaning the officer reports no direct or indirect ownership position in the company’s securities as of the event date.
Sun Communities, Inc. executive Aaron Weiss, EVP of Corporate Strategy & Business Development, reported a change in his stock holdings. On 01/01/2026, 9,000 shares of common stock with $0.01 par value were forfeited at a price of $0.
These shares were performance-based restricted stock awards granted on February 24, 2023 that were eligible to vest only if certain market performance criteria were achieved. After this forfeiture, Weiss beneficially owns 63,650 shares of Sun Communities common stock directly.
Sun Communities Inc. executive equity update: An executive vice president and chief operating officer of Sun Communities Inc. reported the forfeiture of 10,200 shares of performance-based restricted common stock on 01/01/2026. These awards were originally granted on February 24, 2023 and were eligible to vest only if certain market performance criteria were achieved. The forfeiture occurred at a stated price of $0, indicating no cash proceeds were involved. Following this transaction, the executive now directly holds 57,224 shares of Sun Communities common stock.
Sun Communities, Inc. executive vice president and chief administrative officer Marc Farrugia reported a change in his ownership of company stock. On 01/01/2026, 6,000 shares of common stock were forfeited at a price of $0. These shares were performance-based restricted stock awards granted on February 24, 2023 that were eligible to vest only if certain market performance criteria were achieved.
After this forfeiture, Farrugia beneficially owns 49,247 shares of Sun Communities common stock directly, 715 shares indirectly through his spouse, and 11,301 shares indirectly through a revocable trust.
Sun Communities Inc. insider transaction: A senior vice president and Chief Accounting Officer reported a disposition of 253 shares of Sun Communities Inc. common stock on 12/30/2025 at a price of $125.47 per share. After this transaction, the officer directly holds 10,483 shares of the company’s common stock.
Sun Communities, Inc. executive Fernando Castro-Caratini, who serves as EVP, CFO, Secretary and Treasurer, reported a disposition of 19,008 shares of common stock of Sun Communities, Inc. on 12/30/2025 at a price of
Sun Communities, Inc. director Gary A. Shiffman reported an indirect sale of 156,875 shares of the company’s common stock on 12/17/2025 at $123.53 per share. The sale was a private transaction by an irrevocable trust, where he is a trustee and beneficiary, transferring shares to other beneficiaries for tax planning purposes, and he disclaims beneficial ownership except to the extent of his pecuniary interest. Following this transaction, he reports beneficial ownership of 881,175 shares directly, plus indirect interests in 6,278 shares owned by his spouse and 86,800 shares held by another irrevocable trust.
Sun Communities, Inc. appointed Mark E. Patten as its new Chief Financial Officer, Executive Vice President, Secretary and Treasurer, effective January 5, 2026, under a five-year employment agreement. His compensation includes a $600,000 base salary, an annual cash bonus targeted at 100% of salary (with his 2026 bonus not less than target), a retention-based restricted stock grant valued at $3.5 million vesting over four years, a retention cash bonus of up to $2.3 million paid in installments, $100,000 in relocation benefits and a 2026 restricted stock grant targeted at $2.0 million.
If Mr. Patten is terminated without cause, resigns for good reason, or in certain change-in-control situations, he is entitled to cash severance based on 1.50 or 2.00 times his salary and target bonus, accelerated vesting of time-based equity and continued health benefits, subject to customary conditions.
The company also detailed transition agreements: outgoing CFO Fernando Castro-Caratini will serve as Senior Adviser from the Start Date through up to June 30, 2026 with monthly pay of $45,833 and accelerated vesting of 35,200 restricted shares on December 30, 2025 and 15,000 shares on March 8, 2026. Retiring CEO Gary A. Shiffman will advise through March 31, 2026 at $75,000 per month, receive vesting of 118,000 restricted shares on January 2, 2026 and extended health coverage reimbursements through September 30, 2027.
Sun Communities, Inc. director Gary A. Shiffman reported a tax-planning transaction converting 156,875 Common Operating Partnership Units into 156,875 shares of Sun Communities common stock at an exercise price of
After this transaction, Shiffman is shown as beneficially owning 881,175 shares of common stock directly, 6,278 shares indirectly through his spouse, and 86,800 shares indirectly through another irrevocable trust. He also continues to indirectly hold 576,222 Common Operating Partnership Units through certain limited liability companies, which are convertible into common stock on a one-for-one basis and have no expiration date.
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