Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | Director | May 14, 2026 | May 18, 2026 |
| SUN COMMUNITIES INCSUI · Entity 3348 | EVP - Special Projects | March 20, 2023 | March 22, 2023 |
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.
AGREE REALTY CORP
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 15,616 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,159 · Balance 15,616 F1: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors.
SUN COMMUNITIES INC
Report date March 20, 2023 · Filed March 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 153,594 |
Reported balance
After 2023-03-20 transaction · row 1
1 source rowRow 1 · 2023-03-20 · Tax withholding · Disposed 1,090 · Balance 153,594 |
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | IndirectShares held by spouse's revocable trust | 13,583 |
Reported balance
Holding disclosure · report date 2023-03-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,583 |
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 20:19 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001354979-26-000004 · wk-form4_1779135594.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,616 F1 · shares: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,304 | $72.83 | $94,970.32 |
DisclosureSEC source: 0001415889-25-005477 · form4-02252025_040217.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,457 F1 · shares: Represents a grant of restricted stock that vests on February 23, 2026. F2 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board member elected to receive a portion of their annual fee in restricted common stock in lieu of cash. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005477 · form4-02252025_040217.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,153 F1 · shares: Represents a grant of restricted stock that vests on February 23, 2026. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005460 · form4-02272024_040238.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,574 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2025. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 18:17 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,090 | $135.88 | $148,109.20 |
DisclosureSEC source: 0000912593-23-000129 · wf-form4_167950905435865.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,594 Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 15:29 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,599 | $134.14 | $214,489.86 |
DisclosureSEC source: 0000912593-23-000127 · wf-form4_167941254583829.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,684 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 19:04 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 545 | $138.64 | $75,558.80 |
DisclosureSEC source: 0000912593-23-000123 · wf-form4_167899345710595.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,283 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 18:35 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $147.79 | $128,872.88 |
DisclosureSEC source: 0000912593-23-000083 · wf-form4_167752291983689.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,828 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003377 · form4-02272023_040244.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,922 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2024. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 16:43 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $155.70 | $135,770.40 |
DisclosureSEC source: 0000912593-23-000071 · wf-form4_167708420763605.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,700 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 17:12 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $157.91 | $137,697.52 |
DisclosureSEC source: 0000912593-23-000054 · wf-form4_167648113940051.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,572 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:08 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 4,676 | $139.92 | $654,265.92 |
DisclosureSEC source: 0000912593-23-000005 · wf-form4_167287005586633.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,394 Read SEC document |
| January 03, 2023 Filed Feb 9, 2023 23:39 UTC Amendment | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-23-000043 · wf-form4a_167598595466724.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,444 F1 · shares: The reporting person's Form 4 filed on January 4, 2023, inadvertently omitted the forfeiture of 1,950 restricted shares of common stock. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 15:09 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,000 | $159.17 | $159,170.00 |
DisclosureSEC source: 0000912593-22-000153 · wf-form4_165824334637169.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,070 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 17:12 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,250 | $159.36 | $199,200.00 |
DisclosureSEC source: 0000912593-22-000149 · wf-form4_165669553975038.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP - Special Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,070 Read SEC document |
| April 14, 2022 Filed Apr 15, 2022 18:18 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 500 | $185.58 | $92,790.00 |
DisclosureSEC source: 0000912593-22-000099 · wf-form4_165004668212686.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,320 Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:42 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $176.74 | $154,117.28 |
DisclosureSEC source: 0000912593-22-000087 · wf-form4_164798172681572.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,820 Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:42 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 436 | $176.74 | $77,058.64 |
DisclosureSEC source: 0000912593-22-000087 · wf-form4_164798172681572.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,692 Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 20:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 726 | $178.77 | $129,787.02 |
DisclosureSEC source: 0000912593-22-000080 · wf-form4_164763480162175.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,128 Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 20:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $178.77 | $155,887.44 |
DisclosureSEC source: 0000912593-22-000080 · wf-form4_164763480162175.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,854 Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 17:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 909 | $170.97 | $155,411.73 |
DisclosureSEC source: 0000912593-22-000071 · wf-form4_164736428993457.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,726 Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 17:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,908 | $170.97 | $326,210.76 |
DisclosureSEC source: 0000912593-22-000071 · wf-form4_164736428993457.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,635 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 20:38 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 25,000 | $177.71 | $4,442,750.00 |
DisclosureSEC source: 0000912593-22-000051 · wf-form4_164582149642598.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,543 F1 · shares: Restricted stock. 10,000 of the shares are subject to time vesting and vest as follows: 2,000 shares vest on February 23, 2023; 2,000 shares vest on February 23, 2024; 2,000 shares vest on February 23, 2025; 2,000 shares vest on February 23, 2026; and 2,000 shares vest on February 23, 2027. 15,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001824 · form4-02252022_040201.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2023. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,978 | $62.62 | $123,862.36 |
DisclosureSEC source: 0001415889-22-001824 · form4-02252022_040201.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,057 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 18:48 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $182.88 | $159,471.36 |
DisclosureSEC source: 0000912593-22-000044 · wf-form4_164564207955956.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,543 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:25 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $189.22 | $164,999.84 |
DisclosureSEC source: 0000912593-22-000033 · wf-form4_164496753598735.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,415 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 16:59 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 5,847 | $205.95 | $1,204,189.65 |
DisclosureSEC source: 0000912593-22-000004 · wf-form4_164140196896017.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,287 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 22:25 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 436 | $184.18 | $80,302.48 |
DisclosureSEC source: 0000912593-21-000172 · wf-form4_162673350260484.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,134 Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 19:22 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,090 | $171.40 | $186,826.00 |
DisclosureSEC source: 0000912593-21-000167 · wf-form4_162525370553220.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,570 Read SEC document |
| May 20, 2021 Filed May 21, 2021 20:18 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 14,899 | $165.00 | $2,458,335.00 |
DisclosureSEC source: 0000912593-21-000133 · wf-form4_162162827719331.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,660 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 $164.52 to $165.21, 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 |
| April 14, 2021 Filed Apr 15, 2021 12:53 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 436 | $153.84 | $67,074.24 |
DisclosureSEC source: 0000912593-21-000104 · wf-form4_161849117636623.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,559 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 15:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $150.83 | $131,523.76 |
DisclosureSEC source: 0000912593-21-000090 · wf-form4_161659924625819.xml · nonDerivative · entry 3 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,995 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 15:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 727 | $150.83 | $109,653.41 |
DisclosureSEC source: 0000912593-21-000090 · wf-form4_161659924625819.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,867 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 15:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,526 | $150.83 | $230,166.58 |
DisclosureSEC source: 0000912593-21-000090 · wf-form4_161659924625819.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,594 Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 19:41 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 10,000 | $151.89 | $1,518,900.00 |
DisclosureSEC source: 0000912593-21-000084 · wf-form4_161618285359228.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,120 F2 · shares: Restricted stock. 5,000 of the shares are subject to time vesting and vest as follows: 1,666 shares vest on March 17, 2022; 1,667 shares vest on March 17, 2023; 1,667 shares vest on March 17, 2023. 5,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 19:41 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 25,000 | $151.89 | $3,797,250.00 |
DisclosureSEC source: 0000912593-21-000084 · wf-form4_161618285359228.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,120 F1 · shares: Restricted stock. 10,000 of the shares are subject to time vesting and vest as follows: 2,000 shares vest on March 17, 2022; 2,000 shares vest on March 17, 2023; 2,000 shares vest on March 17, 2024; 2,000 shares vest on March 17, 2025; and 2,000 shares vest on March 17, 2026. 15,000 of the shares are subject to performance vesting based on certain market and financial performance criteria. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:01 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 391 | $150.75 | $58,943.25 |
DisclosureSEC source: 0000912593-21-000078 · wf-form4_161601847827983.xml · nonDerivative · entry 4 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,120 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:01 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 511 | $150.75 | $77,033.25 |
DisclosureSEC source: 0000912593-21-000078 · wf-form4_161601847827983.xml · nonDerivative · entry 3 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,511 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:01 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 908 | $150.75 | $136,881.00 |
DisclosureSEC source: 0000912593-21-000078 · wf-form4_161601847827983.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,022 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:01 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,635 | $150.75 | $246,476.25 |
DisclosureSEC source: 0000912593-21-000078 · wf-form4_161601847827983.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,930 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 79 | $64.56 | $5,100.24 |
DisclosureSEC source: 0001638599-21-000252 · doc4_7090.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 19:29 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $152.51 | $132,988.72 |
DisclosureSEC source: 0000912593-21-000060 · wf-form4_161402213126257.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,565 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 16:22 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 327 | $149.69 | $48,948.63 |
DisclosureSEC source: 0000912593-21-000042 · wf-form4_161357894397923.xml · nonDerivative · entry 2 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,437 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 16:22 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 872 | $149.69 | $130,529.68 |
DisclosureSEC source: 0000912593-21-000042 · wf-form4_161357894397923.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,764 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 14:37 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 5,562 | $146.13 | $812,775.06 |
DisclosureSEC source: 0000912593-21-000007 · wf-form4_160994385628815.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,636 Read SEC document |
| July 16, 2020 Filed Jul 17, 2020 19:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 1,744 | $132.98 | $231,917.12 |
DisclosureSEC source: 0000912593-20-000127 · wf-form4_159501363586322.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,198 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 14:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,815 | $135.68 | $517,619.20 |
DisclosureSEC source: 0000912593-20-000117 · wf-form4_159369896995495.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,942 Read SEC document |
| April 14, 2020 Filed Apr 16, 2020 18:19 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 2,252 | $130.13 | $293,052.76 |
DisclosureSEC source: 0000912593-20-000081 · wf-form4_158706112918286.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,757 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 20:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCOMMON STOCK, $0.01 PAR VALUE | 3,452 | $112.21 | $387,348.92 |
DisclosureSEC source: 0000912593-20-000065 · wf-form4_158499482560112.xml · nonDerivative · entry 1 Dearing Karen · CIK 0001354979 · EVP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,009 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.