Sun Communities, Inc. filings document formal disclosures for a REIT focused on manufactured housing and recreational vehicle communities. Recent Form 8-K reports furnish quarterly and annual earnings releases, supplemental operating and financial data, Regulation FD investor presentations and related forward-looking statement disclosures.
The filing record also covers governance and reporting matters, including definitive proxy disclosures, executive officer appointments, compensatory and employment arrangements involving the company and its operating partnership, and changes in the company’s independent registered public accounting firm. These documents frame SUI’s REIT operations, portfolio disclosures, leadership structure, audit oversight and shareholder governance.
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.
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.