Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | Director | June 24, 2026 | June 25, 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 June 24, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 857,761 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Sale · Disposed 25,031 · Balance 857,761 F1: The price reported in Column 4 is a volume weighted average price. These shares were sold in multiple transactions with prices ranging from $119.75 to $120.05, inclusive. The reporting person undertakes to provide to Sun Communities, Inc., any security holder of Sun Communities, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | IndirectOwned by spouse | 6,278 |
Reported balance
Holding disclosure · report date 2026-06-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,278 |
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | IndirectOwned by irrevocable trust. | 86,800 |
Reported balance
Holding disclosure · report date 2026-06-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 86,800 F2: Owned by an irrevocable trust of which the Reporting Person is a trustee and a beneficiary. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a volume weighted average price. These shares were sold in multiple transactions with prices ranging from $119.75 to $120.05, inclusive. The reporting person undertakes to provide to Sun Communities, Inc., any security holder of Sun Communities, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: Owned by an irrevocable trust of which the Reporting Person is a trustee and a beneficiary. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 24, 2026 Filed Jun 25, 2026 18:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 25,031 | $119.96 | $3,002,718.76 |
DisclosureSEC source: 0000912593-26-000203 · wk-form4_1782411082.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857,761 F1 · price: The price reported in Column 4 is a volume weighted average price. These shares were sold in multiple transactions with prices ranging from $119.75 to $120.05, inclusive. The reporting person undertakes to provide to Sun Communities, Inc., any security holder of Sun Communities, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 19:24 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 1,617 | $123.68 | $199,990.56 |
DisclosureSEC source: 0000912593-26-000048 · wk-form4_1770665055.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 882,792 F1 · shares: Restricted stock. All shares vest on February 5, 2029, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 19:13 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 156,875 | $123.53 | $19,378,768.75 |
DisclosureSEC source: 0000912593-25-000286 · wk-form4_1766085209.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by irrevocable trust. Disclosed balance after: 0 F1 · shares: This transaction represents the sale of Common Stock of the Issuer in a private transaction by an irrevocable trust of which the Reporting Person is a trustee and a beneficiary to certain beneficiaries of this trust other than the Reporting Person. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This transaction was completed for tax planning purposes. F1 · ownership.nature: This transaction represents the sale of Common Stock of the Issuer in a private transaction by an irrevocable trust of which the Reporting Person is a trustee and a beneficiary to certain beneficiaries of this trust other than the Reporting Person. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This transaction was completed for tax planning purposes. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 22:57 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCOMMON OPERATING PARTNERSHIP UNITS · Derivative | 156,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000280 · wk-form4_1765407445.xml · derivative · entry 5 SHIFFMAN GARY A · CIK 0001171077 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by irrevocable trust Disclosed balance after: 0 Underlying: COMMON STOCK, $0.01 PAR VALUE · 156,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This transaction represents the conversion of Common Operating Partnership Units of Sun Communities Operating Limited Partnership (the "Operating Partnership") reported in Table II into Common Stock of the Issuer reported in Table I. The Reporting Person is a trustee and a beneficiary of the irrevocable trust that owns these securities. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This conversion was completed for tax planning reasons. F3 · derivative.exercise_date: The Common Operating Partnership Units of the Operating Partnership are convertible into Common Stock of the Issuer at any time on a one-for-one basis and have no expiration date. F3 · derivative.expiration_date: The Common Operating Partnership Units of the Operating Partnership are convertible into Common Stock of the Issuer at any time on a one-for-one basis and have no expiration date. F1 · ownership.nature: This transaction represents the conversion of Common Operating Partnership Units of Sun Communities Operating Limited Partnership (the "Operating Partnership") reported in Table II into Common Stock of the Issuer reported in Table I. The Reporting Person is a trustee and a beneficiary of the irrevocable trust that owns these securities. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This conversion was completed for tax planning reasons. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 22:57 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCOMMON STOCK, $0.01 PAR VALUE | 156,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000280 · wk-form4_1765407445.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by irrevocable trust. Disclosed balance after: 156,875 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This transaction represents the conversion of Common Operating Partnership Units of Sun Communities Operating Limited Partnership (the "Operating Partnership") reported in Table II into Common Stock of the Issuer reported in Table I. The Reporting Person is a trustee and a beneficiary of the irrevocable trust that owns these securities. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This conversion was completed for tax planning reasons. F1 · ownership.nature: This transaction represents the conversion of Common Operating Partnership Units of Sun Communities Operating Limited Partnership (the "Operating Partnership") reported in Table II into Common Stock of the Issuer reported in Table I. The Reporting Person is a trustee and a beneficiary of the irrevocable trust that owns these securities. The Reporting Person disclaims beneficial ownership of the securities held by the trust except to the extent of his pecuniary interest therein. This conversion was completed for tax planning reasons. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 19:38 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 21,904 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000140 · wk-form4_1742585876.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 881,175 F2 · shares: On March 20, 2025, the Reporting Person gifted 21,904 shares of common stock to a limited liability company of which the Reporting Person is not a member or manager. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 19:38 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 9,311 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000140 · wk-form4_1742585876.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by spouse Disclosed balance after: 6,278 F1 · shares: On March 19, 2025, the Reporting Person's spouse gifted 9,311 shares of common stock to a limited liability company of which the Reporting Person is not a member or manager. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 17:27 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,965 | $132.04 | $391,498.60 |
DisclosureSEC source: 0000912593-25-000126 · wk-form4_1742318824.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,079 Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:26 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 30,000 | $133.63 | $4,008,900.00 |
DisclosureSEC source: 0000912593-25-000119 · wk-form4_1741638381.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,044 F1 · shares: Restricted stock. 12,000 of the shares are subject to time vesting; 2,400 of these time vesting shares vest on each of March 7, 2026, 2027, 2028, 2029 and 2030. 18,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:04 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 174 | $132.67 | $23,084.58 |
DisclosureSEC source: 0000912593-25-000106 · wk-form4_1741277049.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 876,044 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 19:50 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 5,372 | $134.25 | $721,191.00 |
DisclosureSEC source: 0000912593-25-000075 · wk-form4_1740599409.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 876,218 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 19:46 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,487 | $126.61 | $188,269.07 |
DisclosureSEC source: 0000912593-25-000046 · wk-form4_1739562409.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 881,590 Read SEC document |
| January 21, 2025 Filed Jan 22, 2025 23:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 41,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000040 · wk-form4_1737588505.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 883,077 F1 · shares: On January 21, 2025, a grantor retained annuity trust distributed 41,039 shares of common stock to the Reporting Person, who is the annuitant of the trust. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 18:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 51,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000015 · wk-form4_1735928146.xml · nonDerivative · entry 4 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 842,038 F3 · shares: Represents the forfeiture of performance-based restricted stock awards granted to the Reporting Person on February 23, 2022 that were eligible to vest based on the achievement of certain market performance criteria. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 18:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000015 · wk-form4_1735928146.xml · nonDerivative · entry 3 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by spouse Disclosed balance after: 15,589 F2 · shares: On December 31, 2024, the Reporting Person's spouse gifted 850 shares of common stock to a limited liability company of which the Reporting Person is not a member or manager. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 18:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | OtherCOMMON STOCK, $0.01 PAR VALUE | 10,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000015 · wk-form4_1735928146.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by spouse Disclosed balance after: 16,439 F1 · shares: Change of ownership form from direct to indirect as a result of the Reporting Person assigning, for no consideration, 10,568 shares of common stock to his spouse. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 18:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | OtherCOMMON STOCK, $0.01 PAR VALUE | 10,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-25-000015 · wk-form4_1735928146.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 893,038 F1 · shares: Change of ownership form from direct to indirect as a result of the Reporting Person assigning, for no consideration, 10,568 shares of common stock to his spouse. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 18:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,093 | $131.28 | $274,769.04 |
DisclosureSEC source: 0000912593-24-000134 · wk-form4_1711046362.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,606 Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 19:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,692 | $130.40 | $481,436.80 |
DisclosureSEC source: 0000912593-24-000131 · wk-form4_1710876487.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 905,699 Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 19:55 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,635 | $131.10 | $214,348.50 |
DisclosureSEC source: 0000912593-24-000129 · wk-form4_1710791740.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,391 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:49 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 5,000 | $132.13 | $660,650.00 |
DisclosureSEC source: 0000912593-24-000120 · wk-form4_1709682551.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911,026 F1 · shares: Restricted stock. 2,000 of the shares are subject to time vesting; 400 of these time vesting shares vest on each of March 4, 2025, 2026, 2027, 2028 and 2029. 3,000 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 23:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,616 | $131.35 | $343,611.60 |
DisclosureSEC source: 0000912593-24-000090 · wk-form4_1709076514.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,026 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 18:56 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,965 | $131.39 | $389,571.35 |
DisclosureSEC source: 0000912593-24-000072 · wk-form4_1708973748.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 908,642 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:31 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,267 | $124.83 | $282,989.61 |
DisclosureSEC source: 0000912593-24-000062 · wk-form4_1708032652.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 911,607 Read SEC document |
| January 12, 2024 Filed Jan 31, 2024 22:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 15,993 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000045 · wk-form4_1706740764.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 930,733 F2 · shares: On January 12, 2024, a grantor retained annuity trust distributed 15,993 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| January 12, 2024 Filed Jan 31, 2024 22:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 50,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000045 · wk-form4_1706740764.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914,740 F1 · shares: On January 12, 2024, a grantor retained annuity trust distributed 50,307 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| January 12, 2024 Filed Feb 14, 2024 15:19 UTC Amendment | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 15,993 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000058 · wk-form4a_1707923988.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913,874 F2 · shares: On January 12, 2024, a grantor retained annuity trust distributed 15,993 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| January 12, 2024 Filed Feb 14, 2024 15:19 UTC Amendment | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 50,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000058 · wk-form4a_1707923988.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 897,881 F1 · shares: On January 12, 2024, a grantor retained annuity trust distributed 50,307 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:58 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 28,057 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000008 · wk-form4_1704398307.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864,433 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:58 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 11,084 | $135.52 | $1,502,103.68 |
DisclosureSEC source: 0000912593-24-000008 · wk-form4_1704398307.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 892,490 Read SEC document |
| January 02, 2024 Filed Feb 14, 2024 15:14 UTC Amendment | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-24-000056 · wk-form4a_1707923632.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 847,574 F1 · shares: This amendment is being filed to amend the number of forfeited performance-based restricted stock awards and shares withheld to satisfy tax withholding obligations previously reported on the prior Form 4 filed by the Reporting Person on January 4, 2024. F2 · shares: Represents the forfeiture of performance-based restricted stock awards granted to the Reporting Person on February 11, 2021 that were eligible to vest based on the achievement of certain market performance criteria. Read SEC document |
| May 01, 2023 Filed May 5, 2023 13:30 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 7,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000176 · wf-form4_168329340377054.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,574 F2 · shares: On May 1, 2023, a grantor retained annuity trust distributed 7,703 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| May 01, 2023 Filed May 5, 2023 13:30 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 13,953 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000176 · wf-form4_168329340377054.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895,871 F1 · shares: On May 1, 2023, a grantor retained annuity trust distributed 13,953 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 19:05 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,911 | $135.88 | $395,546.68 |
DisclosureSEC source: 0000912593-23-000131 · wf-form4_167951191803261.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 881,918 Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 15:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,692 | $134.14 | $495,244.88 |
DisclosureSEC source: 0000912593-23-000126 · wf-form4_167941249395386.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 884,829 Read SEC document |
| March 16, 2023 Filed Mar 21, 2023 15:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 10,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000126 · wf-form4_167941249395386.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Owned by spouse Disclosed balance after: 5,871 F1 · shares: On March 16, 2023, the reporting person's spouse contributed 10,800 shares of Sun Communities, Inc.'s common stock, $0.01 par value, to an irrevocable trust of which the reporting person is a trustee and a beneficiary. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:01 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,270 | $138.64 | $453,352.80 |
DisclosureSEC source: 0000912593-23-000122 · wf-form4_167899327024594.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 888,521 Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 20:53 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 75,000 | $146.55 | $10,991,250.00 |
DisclosureSEC source: 0000912593-23-000085 · wf-form4_167753120196600.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891,791 F1 · shares: Restricted stock. 30,000 of the shares are subject to time vesting; 6,000 of these time vesting shares vest on each of February 24, 2024, 2025, 2026, 2027 and 2028. 45,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 20:53 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,965 | $147.79 | $438,197.35 |
DisclosureSEC source: 0000912593-23-000085 · wf-form4_167753120196600.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,791 Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 15:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,488 | $155.70 | $543,081.60 |
DisclosureSEC source: 0000912593-23-000068 · wf-form4_167708035497356.xml · nonDerivative · entry 3 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819,756 Read SEC document |
| February 15, 2023 Filed Feb 22, 2023 15:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 6,766 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000068 · wf-form4_167708035497356.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 823,244 F2 · shares: On February 15, 2023, a grantor retained annuity trust distributed 6,766 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| February 15, 2023 Filed Feb 22, 2023 15:39 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 35,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000068 · wf-form4_167708035497356.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,478 F1 · shares: On February 15, 2023, a grantor retained annuity trust distributed 35,740 shares of common stock to the reporting person, who is the annuitant of the trust. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 01:18 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,267 | $157.91 | $357,981.97 |
DisclosureSEC source: 0000912593-23-000053 · wf-form4_167642388449126.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,738 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 19:02 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 13,780 | $139.92 | $1,928,097.60 |
DisclosureSEC source: 0000912593-23-000004 · wf-form4_167285891863904.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965,201 Read SEC document |
| January 03, 2023 Filed Feb 10, 2023 00:51 UTC Amendment | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 5,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000045 · wf-form4a_167599025996490.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960,131 F1 · shares: The reporting person's Form 4 filed on January 4, 2023, inadvertently omitted the forfeiture of 5,070 restricted shares of common stock. Read SEC document |
| October 17, 2022 Filed Feb 14, 2023 00:06 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 77,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000048 · wf-form5_167633317202576.xml · nonDerivative · entry 3 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,855 F3 · shares: On October 17, 2022, the reporting person contributed 77,126 shares to a grantor retained annuity trust of which the reporting person is not a trustee. The reporting person is the only beneficiary during the term of the grantor retained annuity trust. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 109 | $159.36 | $17,370.24 |
DisclosureSEC source: 0000912593-22-000151 · wf-form4_165669930768469.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978,981 Read SEC document |
| April 14, 2022 Filed Apr 15, 2022 19:41 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,090 | $185.58 | $202,282.20 |
DisclosureSEC source: 0000912593-22-000100 · wf-form4_165005164046466.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979,090 Read SEC document |
| March 25, 2022 Filed Feb 14, 2023 00:06 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000048 · wf-form5_167633317202576.xml · nonDerivative · entry 2 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878,981 F2 · shares: On March 25, 2022, the reporting person contributed 100,000 shares to a grantor retained annuity trust of which the reporting person is not a trustee. The reporting person is the only beneficiary during the term of the grantor retained annuity trust. Read SEC document |
| March 24, 2022 Filed Feb 14, 2023 00:06 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GiftCOMMON STOCK, $0.01 PAR VALUE | 233,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000048 · wf-form5_167633317202576.xml · nonDerivative · entry 1 SHIFFMAN GARY A · CIK 0001171077 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by a grantor retained annuity trust Disclosed balance after: 0 F1 · shares: Upon termination of a grantor retained annuity trust on March 24, 2022, 233,417 shares were transferred to an irrevocable trust of which the reporting person is neither a trustee nor beneficiary. 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.