Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | SVP, CAO, Controller | July 21, 2026 | July 22, 2026 |
| Unique Fabricating, Inc.UFAB · Entity 122086 | Chief Financial Officer | June 11, 2021 | June 15, 2021 |
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 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 15,282 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Tax withholding · Disposed 214 · Balance 15,282 |
Unique Fabricating, Inc.
Report date June 11, 2021 · Filed June 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.31 · Expires 2031-06-11 | Direct | 68,168 |
Reported balance
After 2021-06-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-11 · Grant · Acquired 10,385 · Balance 68,168 F1: The options vest on date of grant (June 11, 2021). |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest on date of grant (June 11, 2021).
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 |
|---|---|---|---|---|---|---|
| July 21, 2026 Filed Jul 22, 2026 20:16 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 214 | $119.04 | $25,474.56 |
DisclosureSEC source: 0000912593-26-000223 · wk-form4_1784751374.xml · nonDerivative · entry 1 Loftus Brian P · CIK 0001809659 · SVP, CAO, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,282 Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:53 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 5,185 | $135.00 | $699,975.00 |
DisclosureSEC source: 0000912593-26-000123 · wk-form4_1773694386.xml · nonDerivative · entry 1 Loftus Brian P · CIK 0001809659 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,496 F1 · shares: Restricted stock. 5,185 of the shares are subject to time vesting; 1,729, 1,728, and 1,728 of these time vesting shares vest on each of March 12, 2027, 2028, and 2029, respectively. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 18:05 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 172 | $135.44 | $23,295.68 |
DisclosureSEC source: 0000912593-26-000117 · wk-form4_1773252315.xml · nonDerivative · entry 1 Loftus Brian P · CIK 0001809659 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,311 Read SEC document |
| December 30, 2025 Filed Jan 2, 2026 15:22 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 253 | $125.47 | $31,743.91 |
DisclosureSEC source: 0000912593-26-000004 · wk-form4_1767367346.xml · nonDerivative · entry 1 Loftus Brian P · CIK 0001809659 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,483 Read SEC document |
| July 21, 2025 Filed Jul 23, 2025 20:35 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 3,736 | $125.06 | $467,224.16 |
DisclosureSEC source: 0000912593-25-000201 · wk-form4_1753302868.xml · nonDerivative · entry 1 Loftus Brian P · CIK 0001809659 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,736 F1 · shares: These shares of the Company's restricted stock were issued to the Reporting Person as a retention bonus under a retention program covering various executives and key employees of the Company. The retention bonuses under this program were issued as an additional incentive to retain the recipients' services through the period of transition in the Company's Chief Executive Officer position and beyond and to continue to promote the Company's success. These shares are subject to time vesting and vest as follows: 748 shares vest on July 21, 2026; 747 shares vest on July 21, 2027; 747 shares vest on July 21, 2028; 747 shares vest on July 21, 2029; and 747 shares vest on July 21, 2030. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 20:24 UTC | Unique Fabricating, Inc. UFAB · Entity 122086 | GrantStock Option (Right to Buy) · Derivative | 10,385 | $0.00 Strike: $3.31 | $0.00 |
DisclosureSEC source: 0001617669-21-000060 · wf-form4_162378866015143.xml · derivative · entry 1 Loftus Brian P · CIK 0001809659 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,168 Underlying: Common Stock, $0.001 par value · 10,385 shares Expires 2031-06-11 F1 · derivative.exercise_date: The options vest on date of grant (June 11, 2021). Read SEC document |
| May 04, 2021 Filed May 6, 2021 21:28 UTC | Unique Fabricating, Inc. UFAB · Entity 122086 | GrantStock Option (Right to Buy) · Derivative | 7,783 | $4.51 Strike: $4.51 | $35,101.33 |
DisclosureSEC source: 0001617669-21-000035 · wf-form4_162033646279080.xml · derivative · entry 1 Loftus Brian P · CIK 0001809659 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,783 Underlying: Common Stock, $0.001 par value · 7,783 shares Expires 2021-05-04 F1 · derivative.exercise_date: The options vest 20% on date of grant (May 4, 2021) and in four substantially equal 20% installments on May 4, 2022, May 4, 2023, May 4, 2024, and May 4, 2025. Read SEC document |
| April 06, 2020 Filed Apr 15, 2020 22:46 UTC | Unique Fabricating, Inc. UFAB · Entity 122086 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.36 | $0.00 |
DisclosureSEC source: 0001809659-20-000005 · wf-form4_158699076652141.xml · derivative · entry 2 Loftus Brian P · CIK 0001809659 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock, $0.001 par value · 25,000 shares Expires 2030-04-06 F2 · derivative.exercise_date: The options vest 50% once the closing price of the Company's common stock is in excess of $7.50 for 10 out of 20 consecutive trading days and the remaining 50% vests once the closing price of the Company's common stock is in excess of $12.50 for 10 out of 20 consecutive trading days. Read SEC document |
| April 06, 2020 Filed Apr 15, 2020 22:46 UTC | Unique Fabricating, Inc. UFAB · Entity 122086 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.36 | $0.00 |
DisclosureSEC source: 0001809659-20-000005 · wf-form4_158699076652141.xml · derivative · entry 1 Loftus Brian P · CIK 0001809659 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock, $0.001 par value · 25,000 shares Expires 2030-04-06 F1 · derivative.exercise_date: The options vest 40% on April 6, 2021 and in three substantially equal installments on April 6, 2022, April 6, 2023, and April 6, 2024. 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.