Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | EVP, Chief Investment Officer | July 21, 2026 | July 22, 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 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 62,227 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Tax withholding · Disposed 2,652 · Balance 62,227 |
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 20:14 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,652 | $119.04 | $315,694.08 |
DisclosureSEC source: 0000912593-26-000222 · wk-form4_1784751256.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,227 Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 17:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantPERFORMANCE RIGHT · Derivative | 10,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-26-000146 · wk-form4_1774977349.xml · derivative · entry 2 Weiss Aaron · CIK 0001886694 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,321 Underlying: COMMON STOCK, $0.01 PAR VALUE · 10,321 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 17:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 5,256 | $125.57 | $659,995.92 |
DisclosureSEC source: 0000912593-26-000146 · wk-form4_1774977349.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,879 F1 · shares: Restricted stock: all shares are subject to time vesting; 1,752 of these time vesting shares vest on each of March 27, 2027, 2028, and 2029. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 17:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,344 | $135.44 | $182,031.36 |
DisclosureSEC source: 0000912593-26-000115 · wk-form4_1773249327.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,623 Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 18:35 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,154 | $135.86 | $156,782.44 |
DisclosureSEC source: 0000912593-26-000103 · wk-form4_1772822111.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,967 Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 18:33 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,529 | $131.32 | $200,788.28 |
DisclosureSEC source: 0000912593-26-000085 · wk-form4_1772044415.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,121 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-26-000011 · wk-form4_1767639820.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,650 F1 · shares: Represents the forfeiture of performance-based restricted stock awards granted to the Reporting Person on February 24, 2023 that were eligible to vest based on the achievement of certain market performance criteria. Read SEC document |
| October 20, 2025 Filed Oct 21, 2025 18:16 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,997 | $124.36 | $248,346.92 |
DisclosureSEC source: 0000912593-25-000252 · wk-form4_1761070581.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,650 Read SEC document |
| July 21, 2025 Filed Jul 23, 2025 20:48 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 15,253 | $125.06 | $1,907,540.18 |
DisclosureSEC source: 0000912593-25-000208 · wk-form4_1753303680.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,647 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: 3,051 shares vest on July 21, 2026; 3,051 shares vest on July 21, 2027; 3,051 shares vest on July 21, 2028; 3,050 shares vest on July 21, 2029; and 3,050 shares vest on July 21, 2030. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:42 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 20,000 | $133.63 | $2,672,600.00 |
DisclosureSEC source: 0000912593-25-000122 · wk-form4_1741639317.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,394 F1 · shares: Restricted stock. 8,000 of the shares are subject to time vesting; 1,600 of these time vesting shares vest on each of March 7, 2026, 2027, 2028, 2029 and 2030. 12,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 18:27 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,201 | $132.67 | $159,336.67 |
DisclosureSEC source: 0000912593-25-000100 · wk-form4_1741199220.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,394 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 01:08 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,554 | $134.25 | $208,624.50 |
DisclosureSEC source: 0000912593-25-000061 · wk-form4_1740532129.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,595 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 18:31 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000019 · wk-form4_1735929104.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,149 F1 · shares: Represents the forfeiture of performance-based restricted stock awards granted to the Reporting Person on February 24, 2022 that were eligible to vest based on the achievement of certain market performance criteria. Read SEC document |
| October 18, 2024 Filed Oct 21, 2024 19:54 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,007 | $136.19 | $137,143.33 |
DisclosureSEC source: 0000912593-24-000221 · wk-form4_1729540436.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,349 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 20:14 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 17,000 | $132.13 | $2,246,210.00 |
DisclosureSEC source: 0000912593-24-000115 · wk-form4_1709669641.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,356 F1 · shares: Restricted stock. 6,800 of the shares are subject to time vesting; 1,360 of these time vesting shares vest on each of March 4, 2025, 2026, 2027, 2028 and 2029. 10,200 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 22:19 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 733 | $131.35 | $96,279.55 |
DisclosureSEC source: 0000912593-24-000088 · wk-form4_1709072383.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,356 Read SEC document |
| October 18, 2023 Filed Oct 19, 2023 18:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,224 | $106.06 | $129,817.44 |
DisclosureSEC source: 0000912593-23-000217 · wk-form4_1697738617.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,089 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 18:38 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 15,000 | $146.55 | $2,198,250.00 |
DisclosureSEC source: 0000912593-23-000091 · wf-form4_167760948396817.xml · nonDerivative · entry 2 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,313 F1 · shares: Restricted stock. 6,000 of the shares are subject to time vesting; 1,200 of these time vesting shares vest on each of February 24, 2024, 2025, 2026, 2027 and 2028. 9,000 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 18:38 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 249 | $146.55 | $36,490.95 |
DisclosureSEC source: 0000912593-23-000091 · wf-form4_167760948396817.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,313 Read SEC document |
| October 18, 2022 Filed Oct 19, 2022 19:09 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 926 | $125.60 | $116,305.60 |
DisclosureSEC source: 0000912593-22-000189 · wf-form4_166620656322611.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,562 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 16:46 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 7,000 | $180.43 | $1,263,010.00 |
DisclosureSEC source: 0000912593-22-000057 · wf-form4_164606678242765.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,488 F1 · shares: Restricted stock. 2,800 of the shares are subject to time vesting and vest as follows: 560 shares vest on February 24, 2023; 560 shares vest on February 24, 2024; 560 shares vest on February 24, 2025; 560 shares vest on February 24, 2026; and 560 shares vest on February 24, 2027. 4,200 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| October 18, 2021 Filed Oct 18, 2021 21:12 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 11,488 | $196.39 | $2,256,128.32 |
DisclosureSEC source: 0000912593-21-000213 · wf-form4_163459154531667.xml · nonDerivative · entry 1 Weiss Aaron · CIK 0001886694 · EVP, Corp. Strat. & Bus. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,488 F1 · shares: Restricted stock award. 20% of the shares shall vest on each of the first through fifth anniversaries of October 18, 2021, provided that the reporting person remains an officer of Sun Communities, Inc. or a subsidiary. 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.