Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | EVP & Chief Admin. Officer | July 21, 2026 | July 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SUN COMMUNITIES INC
Report date July 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 46,891 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Tax withholding · Disposed 1,234 · Balance 46,891 |
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | IndirectOwned by revocable trust | 14,586 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,586 |
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | IndirectOwned by spouse | 803 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 803 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 24, 2023 Filed Feb 28, 2023 18:44 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 10,000 | $146.55 | $1,465,500.00 |
DisclosureSEC source: 0000912593-23-000095 · wf-form4_167760985486970.xml · nonDerivative · entry 2 Farrugia Marc · CIK 0001920341 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,302 F1 · shares: Restricted stock. 4,000 of the shares are subject to time vesting; 800 of these time vesting shares vest on each of February 24, 2024, 2025, 2026, 2027 and 2028. 6,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 18:44 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 501 | $146.55 | $73,421.55 |
DisclosureSEC source: 0000912593-23-000095 · wf-form4_167760985486970.xml · nonDerivative · entry 1 Farrugia Marc · CIK 0001920341 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,302 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 18:42 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 122 | $158.92 | $19,388.24 |
DisclosureSEC source: 0000912593-23-000058 · wf-form4_167648654151682.xml · nonDerivative · entry 1 Farrugia Marc · CIK 0001920341 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,803 Read SEC document |
| September 29, 2022 Filed Sep 30, 2022 14:27 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 125 | $134.09 | $16,761.25 |
DisclosureSEC source: 0000912593-22-000183 · wf-form4_166454801766611.xml · nonDerivative · entry 1 Farrugia Marc · CIK 0001920341 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,925 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.