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Sun Communities (SUI) CAO has 172 shares withheld to cover taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

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Negative

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Loftus Brian P

(Last) (First) (Middle)
27777 FRANKLIN RD.
SUITE 300

(Street)
SOUTHFIELD MI 48034

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SUN COMMUNITIES INC [ SUI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Chief Accounting Officer
3. Date of Earliest Transaction (Month/Day/Year)
03/09/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
COMMON STOCK, $0.01 PAR VALUE 03/09/2026 F 172 D $135.44 10,311 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
Brian Loftus 03/11/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Sun Communities (SUI) report for Brian P. Loftus?

Sun Communities reported that SVP and Chief Accounting Officer Brian P. Loftus had 172 common shares withheld on March 9, 2026. The shares were used to cover tax obligations related to equity compensation, not an open-market stock sale.

How many Sun Communities (SUI) shares were involved in Brian Loftus’s Form 4 filing?

The Form 4 shows 172 shares of Sun Communities common stock were disposed of. The code "F" indicates the shares were withheld to pay taxes, a standard administrative transaction rather than a discretionary buy or sell in the open market.

At what price were the Sun Communities (SUI) shares valued in the Loftus tax withholding?

The 172 Sun Communities shares in Brian Loftus’s tax-withholding transaction were valued at $135.44 per share. This price is used for calculating the tax obligation on equity compensation, not necessarily reflecting a negotiated sale price in the open market.

How many Sun Communities (SUI) shares does Brian Loftus own after this transaction?

Following the March 9, 2026 tax-withholding disposition, Brian P. Loftus directly owns 10,311 shares of Sun Communities common stock. This figure reflects his remaining direct holdings after 172 shares were withheld to satisfy related tax obligations on his equity compensation.

Does the Brian Loftus Form 4 for Sun Communities (SUI) indicate an open-market stock sale?

No, the Form 4 uses transaction code "F", indicating shares withheld to pay taxes. This means 172 shares were applied toward tax liabilities rather than sold on the open market, making it a routine administrative equity-compensation event.
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