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. 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.
Norges Bank, the central bank of Norway, has filed an amended Schedule 13G reporting its beneficial ownership in Sun Communities Inc. common stock. As of 12/31/2025, Norges Bank beneficially owned 6,079,930 shares, representing 4.9% of the outstanding common stock.
Norges Bank reports sole voting and sole dispositive power over all of these shares, with no shared voting or dispositive power. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Sun Communities.
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 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.