Every Form 4 that Sun Communities, Inc (SUI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SUI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SUI filings page.
Sun Communities Inc. CEO & Director Charles D. Young reported 3,393 common shares delivered or withheld for payment of exercise price or tax liability on October 1, 2026. His reported direct common-stock holdings afterward were 74,084 shares; the reported price was $110.00 per share.
The filing also lists 28,151 performance rights, each a contingent right to one common share. Between 0% and 200% of target shares may be earned based on total shareholder return relative to industry indices and certain financial results over a three-year performance period; unvested shares are forfeited.
SUN COMMUNITIES INC (symbol: SUI) is the issuer of record for a Form 4 filing submitted to the SEC. Garechana Robert reported acquisition or exercise transactions in this Form 4 filing.
SUN COMMUNITIES INC (SUI) reported that EVP, CFO, & Treasurer Robert Garechana received equity awards on September 8, 2026. He was granted 6,374 shares of restricted common stock, which vest over three years, and 16,255 performance rights, each representing a contingent right to one share of common stock based on a three-year performance period tied to relative total shareholder return and certain financial results. No Rule 10b5-1 trading plan is reported.
Sun Communities executive Marc Farrugia reported a Form 4 transaction in which 1,234 shares of common stock were disposed of on 2026-07-21 at $119.04 per share to satisfy exercise-price or tax obligations. Following this withholding, he directly holds 46,891 shares, plus indirect holdings of 14,586 shares in a revocable trust and 803 shares owned by his spouse. The filing indicates this transaction was not made under a Rule 10b5-1 trading plan.
Sun Communities Inc. President and COO John Bandini McLaren reported a code F disposition of 418 shares of common stock on July 21, 2026 at $119.04 per share, used to satisfy an exercise price or tax liability by delivering or withholding shares. Following this transaction he directly holds 75,100 shares, and an additional 10 shares are held indirectly in an IRA.
Sun Communities Inc. executive Brian P. Loftus, SVP, CAO and Controller, reported a disposition of 214 shares of common stock on July 21, 2026, through shares withheld to cover tax obligations at $119.04 per share, leaving 15,282 shares owned directly. The transaction is reported as not made under a Rule 10b5-1 trading plan.
Sun Communities Inc EVP and Chief Investment Officer Aaron Weiss had 2,652 shares of common stock withheld on July 21, 2026 at $119.04 per share to cover an exercise price or tax liability, leaving 62,227 shares of direct ownership.
McAlary Ileana reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP and General Counsel Ileana McAlary received new equity awards. On June 29, 2026 she was granted 2,722 shares of restricted common stock at $121.23 per share, which vest over three years. She also received 6,905 performance rights, each tied to one share of common stock. The number of shares earned from these performance rights can range from 0% to 200% of the target based on total shareholder return versus industry indices and specified financial results over a three-year performance period.
Sun Communities Inc. director Gary A. Shiffman reported an open-market sale of 25,031 shares of common stock at a volume weighted average price of $119.96 per share. After this sale, he directly holds 857,761 shares. Additional indirect holdings include 86,800 shares owned by an irrevocable trust, where he is a trustee and beneficiary, and 6,278 shares owned by his spouse.
Sun Communities Inc. executive Fernando Castro-Caratini, EVP, CFO, Secretary and Treasurer, reported open-market sales of company stock. He sold 23,750 shares of common stock in two transactions on May 26, 2026 at volume-weighted average prices of $124.37 and $124.97 per share.
These sales were executed in multiple trades within price ranges of $123.91–$124.89 and $124.96–$125.00. Following the transactions, he holds 9,998 shares of Sun Communities common stock directly.
Sun Communities, Inc. President and COO John Bandini McLaren reported charitable gifts of company stock. On May 26, 2026, he made two bona fide gifts totaling 1,119 shares of common stock, with 910 shares donated to a qualified education institution and 209 shares donated to a qualified religious organization.
After these gifts, McLaren directly held 76,428 shares of Sun Communities common stock in one line item and 75,518 shares in another, and indirectly held 10 shares through an IRA. These transactions were recorded at a price of $0.00 per share, reflecting their gift nature rather than a market sale.
Young Charles D. reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities Inc CEO and director Charles D. Young reported equity-based compensation grants rather than open-market trades. He received 28,151 performance rights, each tied to one share of common stock, with the actual earned amount ranging from 0% to 200% of this target based on total shareholder return and financial performance over a three-year period. Any portion not earned at the end of the performance period will be forfeited.
He was also granted 14,334 shares of restricted common stock at a reference price of $125.57 per share, vesting in three equal installments of 4,778 shares on March 27, 2027, 2028, and 2029. Following these grants, Young directly holds 77,477 shares of common stock, reflecting a larger long-term equity stake aligned with company performance.
Farrugia Marc reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP & Chief Administrative Officer Marc Farrugia received new equity awards in the form of restricted stock and performance rights. On March 27, 2026, he was granted 9,382 performance rights, each linked to one share of common stock, and 4,778 shares of common stock as a restricted stock award at a grant price of $125.57 per share.
The restricted stock vests over time: 1,593 shares on each of March 27, 2027 and March 27, 2028, and 1,592 shares on March 27, 2029. The performance rights can pay out between 0% and 200% of the 9,382 target shares based on three-year total shareholder return versus industry indices and certain financial results. After these awards, Farrugia directly holds 51,274 common shares, with additional indirect holdings of 11,301 shares in a revocable trust and 939 shares owned by his spouse.
Weiss Aaron reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP and Chief Investment Officer Aaron Weiss received new equity awards. On March 27, 2026, he was granted 10,321 performance rights, each tied to one share of common stock, and 5,256 shares of restricted stock at $125.57 per share. The restricted stock vests in three equal installments of 1,752 shares on March 27 of 2027, 2028, and 2029, while the performance rights can pay out between 0% and 200% of the target based on three-year total shareholder return and financial performance. Following the restricted stock grant, Weiss directly holds 64,879 common shares.
McLaren John Bandini reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities, Inc. President and COO John Bandini McLaren received new equity awards as part of his compensation. On March 27, 2026, he was granted 4,690 performance rights, each representing a contingent right to one share of common stock. Between 0% and 200% of this target amount may vest based on the company’s total shareholder return versus industry indices and certain financial results over a three-year performance period; any unearned portion will be forfeited.
He also received 2,389 shares of restricted common stock at $125.57 per share, subject to time-based vesting: 797 shares vest on each of March 27, 2027, and 796 shares on each of March 27, 2028 and 2029. Following these awards, he holds 76,637 common shares directly and 10 shares indirectly in an IRA. These are compensation grants, not open-market purchases.
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 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.
Sun Communities director Lewis Clunet R reported selling a total of 7,000 shares of common stock in open-market transactions. On March 5, 2026, he sold 3,800 shares directly at a volume-weighted average price of $136.01, with trades ranging from $136.01 to $136.15. He also reported the sale of 3,200 shares held indirectly through his wife’s IRA at a volume-weighted average price of $136.15, with trades between $136.07 and $136.19, and he disclaims beneficial ownership of those IRA shares. Following these sales, he directly owns 16,817 shares of Sun Communities common stock.
Sun Communities EVP & Chief Administrative Officer Marc Farrugia reported tax-related share dispositions rather than open-market sales. On March 4 and 5, 2026, company common stock was delivered to cover tax obligations, including shares held directly, by his spouse, and by a revocable trust. After these transactions, he held 47,056 shares directly, with an additional 662 shares owned by his spouse and 11,301 shares owned by a revocable trust, all in Sun Communities common stock.
Sun Communities Inc EVP and COO Bruce Thelen reported a tax-related share disposition. On 2026-03-04, he disposed of 635 shares of common stock in a tax-withholding transaction at $135.86 per share, leaving 55,247 shares held directly after the transaction.
Sun Communities Inc. director Clunet R. Lewis reported selling 7,000 shares of common stock in open-market transactions on February 27, 2026. One sale covered 2,000 shares at $136.13 per share, and another covered 5,000 shares at $136.66 per share.
After these sales, Lewis held 20,617 shares directly. The filing also reports 3,200 shares held indirectly through his wife's IRA, for which the reporting person disclaims beneficial ownership according to a footnote.
Sun Communities executive Marc Farrugia reported a small share disposition related to taxes. On this Form 4, an entity associated with Farrugia disposed of 17 shares of Sun Communities common stock at $137.18 per share as a tax-withholding disposition, with ownership noted as indirect through his spouse.
Following these transactions, Farrugia reports 690 shares held indirectly through his spouse, 48,315 shares held directly, and 11,301 shares held indirectly through a revocable trust.
Sun Communities Inc. executive Aaron Weiss reported a tax-related share disposition. On the transaction date, he transferred 1,529 shares of common stock at a value of $131.32 per share to satisfy tax withholding obligations, a non-market transaction coded as “F.” After this, he directly held 62,121 shares.
Sun Communities Inc executive Marc Farrugia, EVP & Chief Admin. Officer, reported two tax-withholding share dispositions of common stock on February 24, 2026. These code F transactions covered 932 directly held shares and 8 shares owned by his spouse at an indicated price of $131.32 per share. After these transactions, he held 48,315 shares directly, while indirect holdings included 707 shares owned by his spouse and 11,301 shares owned by a revocable trust.
SUN COMMUNITIES INC executive Bruce Thelen, EVP and COO, reported a tax-related share disposition. On this Form 4, 1,025 shares of common stock were withheld at $131.32 per share to cover tax obligations, leaving him with 55,882 shares of directly owned common stock.
Sun Communities President John Bandini McLaren reported a tax-related share disposition. On this Form 4, he used 872 shares of common stock, valued at $131.16 per share, to satisfy tax obligations. After this transaction, he directly holds 75,120 shares and indirectly holds 10 shares in an IRA.
Sun Communities executive Mark E. Patten, who served as Executive Vice President, Chief Financial Officer, Secretary and Treasurer, reported a disposition of company stock. On February 4, 2026, he forfeited 28,892 shares of common stock at a reference price of $127.92 per share.
The forfeited shares were from a time-based restricted stock award granted to him on January 5, 2026 and were forfeited due to his departure from these roles. Following this transaction, he reported owning no shares of Sun Communities common stock directly.
Sun Communities Inc. executive Bruce Thelen, EVP and COO, reported a tax-related share disposition. On February 11, 2026, he disposed of 317 shares of Sun Communities common stock in a transaction coded "F," which represents shares withheld to cover a tax liability or exercise price at $127.81 per share. After this transaction, he directly beneficially owned 56,907 shares of Sun Communities common stock.
Sun Communities director Brian M. Hermelin received a grant of 1,617 shares of restricted common stock on February 5, 2026. The shares were valued at $123.68 per share and will fully vest on February 5, 2029, if he remains a director of the company or a subsidiary.
After this award, Hermelin directly beneficially owns 27,317 common shares. He also indirectly beneficially owns 1,010 common shares held by family trusts, including a revocable trust where he is trustee and beneficiary and an irrevocable trust for his immediate family.
Sun Communities director Tonya Allen received 1,617 shares of restricted common stock on February 5, 2026 at $123.68 per share. These shares vest on February 5, 2029 if she remains a director of Sun Communities or a subsidiary. After this grant, she beneficially owns 10,426 shares of Sun Communities common stock held directly.
Sun Communities, Inc. director Craig Leupold received a new grant of 1,617 deferred restricted common stock rights on February 5, 2026 under the company’s Non-Employee Directors Deferred Compensation Plan. These rights represent shares of common stock that will be delivered only if they vest in the future.
Under the plan, Leupold has elected to defer receipt of the February 5, 2026 grant until February 2029, assuming all vesting conditions are met. Earlier grants of 2,000 rights from February 28, 2024 and 1,600 rights from January 8, 2025 are deferred until February 28, 2027 and January 2028, respectively. After the new grant, he directly holds 5,217 deferred restricted common stock rights.
Sun Communities director Gary A. Shiffman reported an equity award of 1,617 shares of common stock on February 5, 2026. The shares are restricted stock that will fully vest on February 5, 2029, if he continues serving as a director of Sun Communities or a subsidiary.
After this award, Shiffman directly holds 882,792 shares of Sun Communities common stock. In addition, 6,278 shares are owned indirectly through his spouse, and 86,800 shares are owned by an irrevocable trust where he is a trustee and beneficiary, with beneficial ownership disclaimed except for his pecuniary interest.
Sun Communities director Jeff T. Blau reported a new restricted stock award. On February 5, 2026, he received 1,617 shares of common stock at a reported price of $123.68 per share. These shares are restricted stock that vest on February 5, 2029, provided he remains a director of Sun Communities, Inc. or a subsidiary through that date.
Following this award, Blau directly holds 7,217 shares of Sun Communities common stock. An additional 3,665 shares are held by a limited liability company of which he is a manager and member, and he disclaims beneficial ownership of those LLC-held shares except to the extent of his pecuniary interest.
Sun Communities, Inc. director Meghan G. Baivier reported an award of 1,617 shares of common stock on February 5, 2026, at a price of $123.68 per share. These shares are restricted stock that will fully vest on February 5, 2029, if she continues serving as a director of Sun Communities or a subsidiary. Following this grant, she beneficially owns 19,417 shares directly.
Sun Communities director Clunet R. Lewis reported receiving 1,617 shares of common stock on February 5, 2026, as an award of restricted stock at $123.68 per share. These shares vest on February 5, 2029, if he continues serving as a director.
After this grant, Lewis directly holds 27,617 shares of Sun Communities common stock. An additional 3,200 shares are held indirectly through his wife’s IRA, and he disclaims beneficial ownership of those indirectly held shares.
Sun Communities director Jerome W. Ehlinger reported an award of 1,617 shares of common stock on February 5, 2026 at $123.68 per share. These are restricted shares that vest on February 5, 2029, as long as he continues serving as a director.
After this grant, he directly owns 3,217 common shares. He also holds 2,000 deferred restricted common stock rights, which represent the right to receive restricted shares granted February 28, 2024. These vest on February 28, 2027, with receipt deferred until January 3, 2028 under the company’s non-employee directors deferred compensation plan.
Sun Communities, Inc. director Mark A. Denien received 1,617 deferred restricted common stock rights on February 5, 2026. These rights represent shares of restricted common stock that fully vest on February 5, 2029, if he remains a director. He has elected to defer receiving the shares until June 2031 under the company’s Non-Employee Directors Deferred Compensation Plan. Following this grant, he also holds 1,200 shares of common stock directly.
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 $121.14 per share and are held directly.
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 January 5, 2027, January 5, 2028, January 5, 2029, and January 5, 2030. After this transaction, Patten beneficially owns 28,892 shares of Sun Communities common stock.
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 $125.47 per share. Following this transaction, he beneficially owns 41,606 shares of Sun Communities, Inc. common stock in direct form.
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.